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England and Wales Court of Appeal (Civil Division) Decisions |
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You are here: BAILII >> Databases >> England and Wales Court of Appeal (Civil Division) Decisions >> Pearson v Secretary of State for Defence [2024] EWCA Civ 150 (23 February 2024) URL: http://www.bailii.org/ew/cases/EWCA/Civ/2024/150.html Cite as: [2024] EWCA Civ 150 |
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ON APPEAL FROM THE UPPER TRIBUNAL
ADMINISTRATIVE APPEALS CHAMBER
HH Judge Najib sitting as a Deputy Upper Tribunal Judge
UA 2021 001017 WP
Strand, London, WC2A 2LL |
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B e f o r e :
LORD JUSTICE HOLROYDE
LADY JUSTICE MACUR
and
LORD JUSTICE WILLIAM DAVIS
____________________
CHRISTOPHER PEARSON |
Appellant |
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- and - |
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THE SECRETARY OF STATE FOR DEFENCE |
Respondent |
____________________
David Manknell (instructed by Government Legal Department) for the Respondent
Hearing date: 31st January, 2024
____________________
Crown Copyright ©
Lord Justice Holroyde:
The facts:
The compensation scheme and the Order:
"3. Three important elements of the scheme are to be noted. First, the initial decision on the claims is taken by lay persons appointed by the Secretary of State. It is important, therefore, that the scheme should be relatively simple. Second, in making decisions under the scheme, a vitally important element is the medical information relating to the claimant. It would be impossible for any sensible decision to be taken without such information in a scheme of this nature.
4. Third, appeals from the Secretary of State go to what is now the War Pensions and Armed Forces Compensation Chamber of the First Tier Tribunal … . This is a specialist tribunal with medical members. It has built up extensive specialist experience and expertise in handling service pension claims under the previous scheme. Appeals from that Tribunal lie now to the Upper Tribunal, whose decision is under challenge in this appeal. The appeal is on a point of law only. I agree with the judgment of Carnwath LJ that the specialist experience of the First Tier Tribunal is an important factor to bear in mind when considering the proper role of the appellate courts when reviewing decisions of the First Tier Tribunal."
The relevant provisions of the Order:
"…
(3) The term 'functional limitation or restriction' in relation to a descriptor means that, as a result of an impairment arising from the primary injury or its effects, a person –
(a) has difficulty in executing a task or action; or
(b) is required to avoid a task or action because of the risk of recurrence, delayed recovery or injury to self or others.
(4) Subject to paragraph (5), a reference in a descriptor to duration of effects means from the date of injury.
(5) In Tables 3 and 4 of the tariff a reference in a descriptor to duration of effects means from the date the claimant first sought medical advice in respect of the mental or physical disorder.
(6) Functional limitation or restriction is to be assessed by –
(a) taking account of the primary injury and its effects; and
(b) making a comparison between the limitation and restriction of the claimant and the capacity of a healthy person of the same age and sex who is not injured or suffering a health condition. …"
"(1) Subject to Articles 25 and 26 –
a) benefit for injury is payable only in respect of an injury for which there is a descriptor;
(b) where an injury may be described by more than one descriptor, the descriptor is that which best describes the injury and its effects for which benefit has been claimed; and
(c) more than one injury may be described by one descriptor."
"Item A1: level 4: permanent mental disorder causing very severe functional limitation or restriction (note aa).
Item 1: level 6: permanent mental disorder causing severe functional limitation or restriction (note a).
Item 2: level 8: permanent mental disorder causing moderate functional limitation or restriction (note b)."
"(aa) Functional limitation or restriction is very severe where the claimant's residual functional impairment after undertaking adequate courses of best practice treatment, including specialist tertiary interventions, is judged by the senior treating consultant psychiatrist to remain incompatible with any paid employment until state pension age.
(a) Functional limitation or restriction is severe where the claimant is unable to undertake work appropriate to experience, qualifications and skills at the time of onset of the illness and over time able to work only in less demanding jobs.
(b) Functional limitation or restriction is moderate where the claimant is unable to undertake work appropriate to experience, qualifications and skills at the time of onset of the illness but able to work regularly in a less demanding job."
The original decision:
"The only issue for us to consider, therefore, is whether in fact, as at the date of decision, his illness caused severe functional limitation or restriction and to determine that we have to focus on whether he is able to work regularly in a less demanding job or rather whether, over time since the onset of his ill health, he is able to work only in less demanding jobs."
"28. Mr Pearson is undoubtedly working in a less demanding job; indeed the Secretary of State accepts as much. Is he working regularly in a less demanding job or has he, over time, been able to work only in less demanding jobs? In the period since 2017 Mr Pearson has worked in one job, can that work be said to be regular?
29. Based on the evidence before us we conclude that the work is regular in the sense that it is not intermittent, but it is steady and reasonably frequent, and it tends to be at uniform intervals; that is once a week. There is no requirement to work full time. The distinction between the two descriptors appears best described as the difference between being able to work in a steady regular fashion, albeit in a much lower-level job than the one the appellant is qualified for. Or the ability only to work in less demanding roles with an implication that the work will not be regular and there may be a series of intermittent roles.
30. Whilst we accept Mr Pearson's submission that the descriptors are not mutually exclusive we do have to consider, in accordance with Article 16(1), which is the most appropriate. Having looked at the detailed evidence before us and considered the matter carefully we conclude that the most appropriate descriptor is the one currently awarded, namely Item 2, Level 8 of Table 3. Mr Pearson has demonstrated that he is able to work regularly in a less demanding job. He has not demonstrated that since his discharge he has worked in a series of less demanding jobs and his pattern of work is better described as regular. His ability to work since discharge has remained relatively consistent and stable."
"This means that functional limitation or restriction which is 'moderate' is distinct from that which is 'severe' and footnotes (a) and (b) must be read as such. Footnote (b) uses the word 'regularly' to describe or qualify a claimant's ability to work in less demanding jobs, whereas footnote (a) does not. The use of the word 'regularly' in footnote (b) must be taken to have been deliberate and intentional. Footnote (a) must, therefore, be read as not including jobs that might fall within footnote (b) as being ones that a claimant is able to do 'regularly'. To read it otherwise is to ignore Parliament's deliberate use of the word 'regularly' in footnote (b) and to omit it in footnote (a)."
[emphasis in the original]
"… it was not only entitled, but was compelled, to conclude that Item 2 applied. "
"It was clearly open on the facts and the law for the FtT to conclude that the appellant working one day per week as a fee paid medical member in the First-tier Tribunal was sufficiently steady, reasonably frequent and at reasonably uniform intervals that it amounted to working 'regularly'."
"… it was entitled and, as previously stated, was compelled to conclude that Item 2 applied. Once it had determined that Item 2 applied, that was the end of the matter."
"5B Matters relevant on appeal
In deciding any appeal under the provisions of this Act, the appropriate tribunal –
(a) need not consider any issue that is not raised by the appellant or the Minister in relation to the appeal; and
(b) shall not take into account any circumstances not obtaining at the time when the decision appealed against was made."
The judge held that the effect of that section was that the tribunal must assess and determine the appellant's ability to work as at the date of the respondent's decision.
The appeal to this court:
i) Reading into Item 1 of Table 3 a requirement for work to be non-regular;
ii) In any event treating the concept of working "regularly" in a less demanding job as the sole distinguishing feature as between Items 1 and 2 of Table 3; and
iii) Adopting the wrong time period for consideration and failing to consider trajectory from the date of the onset of the illness.
Analysis:
Conclusion:
Lady Justice Macur:
Lord Justice William Davis: