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Lord President delivers further blow to the insurance industry in the Inner House appeal decision in AXA & others v The Lord Advocate

In a long running issue of compensation for non disabling pleural plaques, the Inner House, Scotland's Appeal Court has come down in favour of Scottish Claimants and confirmed that the condition will remain compensable in terms of the Damages (Asbestos Related Conditions) (Scotland) Act 2009.

Pleural plaques are areas of fibrous tissue in the lungs, only identifiable on x-ray or CT scan.  They are almost invariably asymptomatic and do not cause or contribute to the development of more serious asbestos disease.  Their existence does, however, indicate previous exposure to asbestos, which itself creates a significant risk of contracting diseases such as asbestosis, lung cancer and mesothelioma.

The House of Lords decided in Rothwell in October 2007 that pleural plaques did not cause damage and could not, therefore, constitute an injury given rise to an action in tort. 

Following that decision the Scottish Government, concerned regarding the anxiety caused to people with pleural plaques, took steps to legislate to reverse the House of Lords decision so that pleural plaques would continue to be compensable in Scotland.

The Damages (Asbestos Related Conditions) (Scotland) Act 2009 came into force on 17 June 2009.  Four major insurers, namely, Axa, Zurich, Aviva and Royal & Sun Alliance immediately raised Judicial Review proceedings seeking to reduce the 2009 Act as unlawful.  The Judicial Review was unsuccessful and was appealed to the Inner House of the Court of Session.

The Inner House were asked to consider the insurers' title and interest to sue as well as the third to tenth respondents title and interest to oppose the insurers' Petition.  Those respondents who were pleural plaques claimants represented by Thompsons Solicitors, had entered as parties at a relatively late stage.

The main issue in the Appeal was, however, whether the 2009 Act infringed the insurers' rights under Article 1 Protocol 1 (A1P1) of the European Convention on Human Rights (ECHR).  The insurers also contended that the court had the power to review and reduce Scottish Parliament Legislation on grounds such as a irrationality under the Common Law. 

The Inner House, in a single speech delivered by the Lord President, were satisfied that the insurers had "victim status" under Article 34 of the ECHR.  They were within a class said to be affected by the 2009 Act:

"…the Lord Ordinary was correct to conclude that the reclaimers had the requisite elements of title and interest to enable them to have "victim" status in terms of Article 34 of the Convention and thus to pursue their challenge to the 2009 Act under A1P1."

As regards the insurers' title and interest to challenge an Act of the Scottish Parliament on the basis of the Common Law, the court considered "that in passing legislation the Scottish Parliament has a duty to members of the public to act in conformity with the law…  we see no reason why an individual member of the public who is adversely affected by the legislation cannot challenge such legislation, provided always that he or she can qualify an interest to do so."  They concluded that the Lord Ordinary had correctly reached the view that the insurers had advance sufficient title and interest to bring the Judicial Review proceedings.

The Lord President went on to consider the third to tenth respondents' title and interest.  These respondents, all clients of Thompsons Solicitors who had been diagnosed with pleural plaques and who had raised, or intended to raise an action in respect of their condition, had been allowed to enter the Judicial Review process by Lord Uist after the original action had been raised against the Lord Advocate.  The Rules of Court allow persons who are "directly affected" by an issue raised in the proceedings, to apply to enter the process as a party.  The Dean of Faculty for the insurers successfully argued that for a person claiming to be "directly affected" by the 2009 Act he would have "to show that he was or would be a victim of the measure in question."

The third to tenth respondents were in no different position to any other person having pleural plaques.  If it was appropriate to allow the third to tenth respondents to enter process, the same should apply to all of the remaining 567 claimants who had been identified and were known to the parties.  Alternatively "the third to tenth respondents could not derive title in this case from the duty of the Scottish Parliament to act in conformity with the legal limits on its competence.  As these respondents maintain that the Scottish Parliament has acted within its powers, no legal relation to which they are a party had been infringed or denied."

The court rejected the arguments put forward by Counsel for the Lord Advocate and the third to tenth respondents that the third to tenth respondents were directly affected by virtue of their diagnoses of pleural plaques.  They were not entitled to be party to the Judicial Review process, and should have sought to enter the process by the alternative route as interveners.

In the preliminary matter of title and interest to sue the insurers' arguments were, therefore, successful and the court turned to the issue of the Common Law challenge to the validity of the 2009 Act:

"The issues on this aspect of the reclaiming motion are whether the nature and powers of the Scottish Parliament are such that its legislation is immune from challenge before the Court of Session other than on grounds of incompetence specifically provided for by the Scotland Act 1998; and, if its legislation is not so immune, on what grounds may that legislation be open to challenge."

The court first of all considered the position had the 2009 Act been acted by the Westminster Parliament.  They concluded that "had the present case involved a challenge to a United Kingdom Statute on such grounds, it would, in our view, have been bound to fail."

Turning to the Scottish Parliament, the Lord Advocate's contention had been that there is no basis for any Common Law challenge to Scottish legislation.  The Lord President's view was that:

"The traditional grounds of Common Law Judicial Review are not, without modification, apt for them.  It is acknowledged that, while they are open to review on the grounds of "illegality"… they are not apt for review on the ground of "procedural irregularity"… the notion of "irrationality", even in the extreme sense of being "so absurd that [the legislature] must have taken leave of [its] senses" is not, in our view, apt - at least in the context of the legislation here under discussion."

In exceptional cases it might be possible to challenge Scottish Acts of Parliament under the Common Law.  Irrationality, however, was not a sufficient basis for challenge, and in the present situation no exceptional case had been made out.  Whilst the issue of recoverability for pleural plaques had never been tested in the Scottish Courts, defenders and their insurers had proceeded for over a decade on the basis that pleural plaques were compensable in Scotland.

"In deciding that, notwithstanding Rothwell, in Scotland pleural plaques should be, and have always been, a condition for which compensation should be paid and that, in effect, the insurers of negligent employers would be liable to meet claims for that compensation, the Scottish Parliament was, as a matter of political judgment, entitled to take into account that such insurers had for a significant period accepted such liability.  In contracting with employers to indemnify them against claims by their employees, and in accepting premiums as consideration, the insurers took the risk that the law would develop, or even change, with a consequence that their exposure was greater (or less) than might have been envisaged when the risks were placed.  Although the House of Lords was unanimous in Rothwell, there had been a defence in the Court of Appeal and the judge at first instance had been in the claimant's favour.  That was all against the background of the first instance cases in the mid 1980s.  Although the reasoning of the House of Lords may, in retrospect at least, seem compelling, it is not inconceivable that the decision might have gone the other way.  Even if the rationality were a sufficient basis on which to challenge the validity of an enactment of the Scottish Parliament (which, in our view, for the reasons already given, it is not) we consider that … it has not been demonstrated that the 2009 Act was irrational."

The Lord President dealt finally with the main ground of challenge under A1P1 of the ECHR, which provides:

Protection of Property

Every natural or legal person is entitled to the peace or enjoyment of his possessions.  No-one shall be deprived of his possessions except in the public interest and subject to the conditions provided for by law and by the general principles of international law. 

The preceding provision shall not, however, in any way impair the right of a state to enforce such laws as it deems necessary to control the use of property in accordance with the general interest or to secure the payment of taxes or other contributions or penalties."

The court confirmed that A1P1 could be infringed in a situation where "the state deploys measures depriving one citizen of his property by transfer to another."  The protection under A1P1 extends to both natural and juristic persons and it was accepted that the insurers "substantial capital resources" qualify as "possessions".

Further, in position by the state of a liability to make payment of money could, foreseeably, constitute an interference with the right to property protected by A1P1.  The 2009 Act was found to amount to an interference with the insurers' property.

However, the final question was whether that interference could be justified in the public interest.  In a judgment which, in many respects, favoured the insurers' legal arguments, the Lord President's final blow was dealt against the insurers:

"It is clear to us that the Scottish Government and the Parliament saw the Rothwell decision as amounting to a social injustice in the case of those diagnosed as having pleural plaques and other benign asbestosis related conditions.  Criticisms may no doubt be made of that decision. But the existence of grounds of criticism of their approach does not, of course, render the legislators decision invalid.  Assessing the validity and weight of such criticisms it is essentially a matter of governmental and political judgment.  Recognising that area of discretion or judgment and the test which a court has to apply in review we, for our part, have come to the conclusion that it cannot be held that the view formed by the Scottish Government and the Parliament that the judgment of the House of Lords in Rothwell produced some injustice was a view which those bodies were not entitled to reach.  Generally, a person who knows that he has pleural plaques also knows that as a result of exposure to asbestos his body has undergone physiological change, even if asymptomatic.  He also knows that asbestos has entered his body. And it is entirely understandable that, on that account, he may suffer heightened levels of considerable anxiety about his risk of developing mesothelioma or asbestosis in later life, even if compared to the person who has been exposed to asbestos but has not developed pleural plaques.  In other contexts, such as the legislation on harassment to which the Lord Ordinary refers, the legislature has resolved that anxiety may constitute a matter worthy of monetary compensation.  Further it may also be noted that in their opinions in Rothwell, certain of the members of the Judicial Committee of the House of Lords expressed regret or concern that a person with pleural plaques might be without a remedy… The rectification of what the legislature conceived as being a social injustice for a category of people in society can be seen as a measure in general or public interest."

It was concluded that the 2009 Act pursues a legitimate aim in the public interest.  The manner in which the Scottish Parliament had enacted in the 2009 Act struck a fair balance between the competing parties interests and was proportionate.  Therefore, although the insurers' property had been interfered with in terms of A1P1, that was justified.

Whilst the insurers can, therefore, be buoyed by the fact that many of their legal arguments were well reasoned and accepted by the Inner House, at present victory remains with the Scottish Parliament and the pleural plaques claimants.

There will be a further appeal onto the Supreme Court, and the insurance industry remains confident that in the final balance their arguments will be upheld.

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