AMS v Secretary of State for Work and Pensions (PC)
Where an EEA national with prior self-sufficiency and comprehensive sickness insurance claims state pension credit, Brey and Directive 2004/38/EC require an individualised assessment of whether granting the benefit would impose an unreasonable burden on the UK's social assistance system, considering personal circumstances and collective impact; neither the DWP nor the First-tier Tribunal conducted such an assessment, constituting an error of law.
- Parties
- Appellant: AMS; Respondent: SSWP (PC)
- Jurisdiction
- England and Wales
- Judgment Date
- 02 February 2017
- Procedural Posture
- Administrative Appeal / Second Interim Decision
- Outcome
- First-tier Tribunal decision set aside; directions issued for further evidence and submissions to enable Brey-style assessment before remaking the decision.
- Legal Topics
- Right to Reside, State Pension Credit, Directive 2004/38/ec, Comprehensive Sickness Insurance, Sufficient Resources, Unreasonable Burden, Proportionality, Individual Assessment
Case Brief
Summary, issues, holding and outcome
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Parties
AMS
Appellant
SSWP (PC)
Respondent
Procedural Posture
Administrative Appeal / Second Interim Decision
Legal Issues
- 1 Does Brey require an individualised assessment of whether granting state pension credit would impose an unreasonable burden on the UK's social assistance system for an EEA national with prior self-sufficiency and comprehensive sickness insurance?
- 2 Has the DWP and First-tier Tribunal failed to conduct the assessment mandated by Brey and Article 7(1)(b) and 8(4) of Directive 2004/38/EC?
Ratio Decidendi
Where an EEA national with prior self-sufficiency and comprehensive sickness insurance claims state pension credit, Brey and Directive 2004/38/EC require an individualised assessment of whether granting the benefit would impose an unreasonable burden on the UK's social assistance system, considering personal circumstances and collective impact; neither the DWP nor the First-tier Tribunal conducted such an assessment, constituting an error of law.
Court Disposition
First-tier Tribunal decision set aside; directions issued for further evidence and submissions to enable Brey-style assessment before remaking the decision.
Orders
- Appellant to file and serve further evidence within 21 days.
- Respondent to file and serve further evidence within 21 days of appellant's evidence.
Full Case Text
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