Pensions in UK Law

Leading Cases
  • R (Carson) v Secretary of State for Work and Pensions
    • Queen's Bench Division (Administrative Court)
    • 22 May 2002

    Very many of the expatriate UK pensioners who do not receive uprated pensions have a strong and understandable sense of grievance. They paid their contributions calculated in the same way as pensioners now living here and in, say, the USA, yet they do not receive the same pension. They feel that they have been deprived of an increasingly substantial part of the fruit of their contributions. The real value, at least in the UK, of their pensions is declining from year to year.

  • R (Carson) v Secretary of State for Work and Pensions
    • House of Lords
    • 26 May 2005

    If this prerequisite is satisfied, the essential question for the court is whether the alleged discrimination, that is, the difference in treatment of which complaint is made, can withstand scrutiny. There may be such an obvious, relevant difference between the claimant and those with whom he seeks to compare himself that their situations cannot be regarded as analogous.

  • Humphreys v Revenue and Customs Commissioners
    • Supreme Court
    • 16 May 2012

    It seems clear from Stec, however, that the normally strict test for justification of sex discrimination in the enjoyment of the Convention rights gives way to the "manifestly without reasonable foundation" test in the context of state benefits. The same principles were applied to the sex discrimination involved in denying widow's pensions to men in Runkee v United Kingdom [2007] 2 FCR 178, para 36.

  • R (Carson) v Secretary of State for Work and Pensions
    • Court of Appeal (Civil Division)
    • 17 June 2003

    However, it may be said that this leaves the true relation between questions (iii) and (iv) unresolved. A possible approach, as it seems to me, is to ask a compendious question in place of (iii): are the circumstances of X and Y so similar as to call (in the mind of a rational and fair-minded person) for a positive justification for the less favourable treatment of Y in comparison with X?

    In the field of what may be called macro-economic policy, certainly including the distribution of public funds upon retirement pensions, the decision-making power of the elected arms of government is all but at its greatest, and the constraining role of the courts, absent a florid violation by government of established legal principles, is correspondingly modest. I conceive this approach to be wholly in line with our responsibilities under the Human Rights Act 1998.

  • Barclays Bank Plc v Kapur
    • House of Lords
    • 24 January 1991

    In the present case the Court of Appeal were in my view right to approve these two decisions and to classify the pension provisions as a continuing act lasting throughout the period of employment and so governed by subsection (7)( b). The matter can be further tested by taking the case of an employer who before the Act was passed paid lower wages to his coloured employees than to his white employees.

  • Parry v Cleaver
    • House of Lords
    • 05 February 1969

    It is generally recognised that pensionable employment is more valuable to a man than the mere amount of his weekly wage. It is more valuable because by reason of the terms of his employment money is being regularly set aside to swell his ultimate pension rights whether on retirement or on disablement. The products of the sums paid into the pension fund are in fact delayed remuneration for his current work.

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Legislation
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Books & Journal Articles
  • Occupational pensions forall employees
    • No. 21-2, April 1999
    • Employee Relations
    • 145-158
    Defined benefit occupational pension schemes are a valuable employee benefit. This paper looks at problems in their design and considers whether it is possible to address them. The risk profile of ...
  • War Pensions - A Historical Introduction
    • Part I. War Pensions
    • War Pensions and Armed Forces Compensation. Law and Practice - 2nd Edition
    • Andrew Bano
    • 1-6
  • CENTURY LIFE PLC V PENSIONS OMBUDSMAN BRITANNIA LIFE LTD V PENSIONS OMBUDSMAN
    • No. 3-4, April 1995
    • Journal of Financial Regulation and Compliance
    • 405-408
    The appellant companies were successors to insurance companies which had arranged insurance policies securing the retirement benefits of certain occupational pension schemes. Members of these pensi...
  • Employee evaluations of occupational pensions
    • No. 31-2, January 2009
    • Employee Relations
    • 158-167
    Purpose: The paper aims to examine the role of an occupational pension in employees' psychological contracts, the degree to which such pensions influence decisions relating to employee recruitment ...
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Law Firm Commentaries
  • Pensions
    • Mondaq United Kingdom
  • How2 Do Pensions
    • LexBlog United Kingdom
    To mark Pensions Awareness Day 2017, Squire Patton Boggs launches a series of free “How2 Do Pensions” guides! Each issue will provide a valuable speed brief on a key aspect of UK occupational pensi...
  • FCA requests pensions data
    • JD Supra United Kingdom
    FCA has sent some pension and retirement income providers a data request for evidence about charges in the pensions decumulation market. The data request seeks information about the...
  • Treasury responds on pensions freedoms
    • JD Supra United Kingdom
    Treasury has responded to the Work and Pensions Committee recommendations on pensions freedoms. The report explains the actions Treasury has already taken and is planning.
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Forms
  • Application / appeal form for the Secretary of State for war pensions and armed forces compensation cases
    • HM Courts & Tribunals Service court and tribunal forms
    Forms to appeal decisions by certain first-tier and other tribunals and organisations. Includes social security and child support, and mental health appeals.
  • Application for permission to appeal to an Upper Tribunal judge and notice of appeal for war pensions and armed forces compensation cases
    • HM Courts & Tribunals Service court and tribunal forms
    Forms to appeal decisions by certain first-tier and other tribunals and organisations. Includes social security and child support, and mental health appeals.
  • Form SSCS4
    • HM Courts & Tribunals Service court and tribunal forms
    Social security and child support forms, including notices of appeal to the Department of Work and Pensions, HM Revenue and Customs and the NHS Business Services Authority.
    ... ... Social Security and Child Support ... Reset form ... Print form ... Notice of appeal against a decision of the ... Department for Work and Pensions – ... Recovery of NHS Charges in England and Wales ... You should use this form to appeal against a decision made by the Compensation Recovery Unit ... ...
  • Form SSCS2
    • HM Courts & Tribunals Service court and tribunal forms
    Social security and child support forms, including notices of appeal to the Department of Work and Pensions, HM Revenue and Customs and the NHS Business Services Authority.
    ...Print form ... Social Security and Child Support ... Reset form ... Notice of appeal against a decision of ... the Department for Work and Pensions – Child Maintenance Group ... Print form ... You should use this form to appeal against a decision regarding child support or maintenance made by ... ...
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