Safeway (TFEU and equal pay for male and female workers - pensionable age - Opinion) [2019] EUECJ C-171/18_O (28 March 2019)
The date on which the Barber window closes is when legally binding and fully enforceable measures are taken to equalise pensionable age, in compliance with Article 157 TFEU and the right to an effective remedy under Article 47 of the Charter. Until such measures are taken, the prohibition on retroactive levelling down applies, regardless of whether domestic law allows for retrospective amendments. The nature (defeasible or indefeasible) of the right under domestic law is immaterial to the application of the EU law prohibition.
- Citation
- [2019] EUECJ C-171/18_O
- Parties
- Appellant: Safeway Ltd; First Respondent: Andrew Richard Newton; Second Respondent: Safeway Pension Trustees Ltd
- Jurisdiction
- European Union
- Judgment Date
- 28 March 2019
- Procedural Posture
- Preliminary Ruling (reference For) / Opinion of Advocate General Before Court of Justice of the European Union
- Outcome
- Proposed answer to the referring court: The prohibition on retroactive levelling down applies until legally binding and fully enforceable measures are taken to equalise pensionable age; the nature of the right under domestic law is irrelevant.
- Legal Topics
- Equal Pay, Pensionable Age, Sex Discrimination, Remedies Under EU Law, Retroactive Levelling Down, Barber Window, Effective Judicial Protection
Case Brief
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Parties
Safeway Ltd
Appellant
Andrew Richard Newton
First Respondent
Safeway Pension Trustees Ltd
Second Respondent
Procedural Posture
Preliminary Ruling (reference For) / Opinion of Advocate General Before Court of Justice of the European Union
Legal Issues
- 1 Whether Article 157 TFEU requires accrued pension rights to be treated as indefeasible during the period between announcement and formal amendment of a pension scheme
- 2 Whether EU law prohibits retroactive levelling down of pensionable age while the Barber window is open
- 3 What factors determine the closure of the Barber window for equal pay purposes
Ratio Decidendi
The date on which the Barber window closes is when legally binding and fully enforceable measures are taken to equalise pensionable age, in compliance with Article 157 TFEU and the right to an effective remedy under Article 47 of the Charter. Until such measures are taken, the prohibition on retroactive levelling down applies, regardless of whether domestic law allows for retrospective amendments. The nature (defeasible or indefeasible) of the right under domestic law is immaterial to the application of the EU law prohibition.
Court Disposition
Proposed answer to the referring court: The prohibition on retroactive levelling down applies until legally binding and fully enforceable measures are taken to equalise pensionable age; the nature of the right under domestic law is irrelevant.
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