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Damages (Scotland) Bill - an expensive Bill

In February it was announced that the Damages (Scotland) Bill, proposed by Bill Butler MSP, would be introduced to the Holyrood Parliament after receiving cross-party support. Mr Butler, the MSP for Glasgow's Anniesland, introduced his Members Bill following the Scottish Law Commission's Report on Damages for Wrongful Death published in September 2008. The consultation response to the proposal states:

"The intention of the proposal is to repeal the Damages (Scotland) Act 1976 and replace it with a new Act, restating the law in a clearer and simpler form; and for connected purposes such as making provision for a new method of calculating damages recoverable by relatives where a person dies as a result of personal injuries."

A re-statement of the law in a more logical and coherent form is always welcome, both to lawyers and lay persons. However, the Bill seeks to introduce a controversial change in relation to claims brought either by the injured party or by their relatives after their death in respect of patrimonial loss: the loss of financial support.

The present approach to quantifying such claims is set down in Brown v Ferguson 1990 SLT 274 as follows:

• calculate the net annual income of the injured party and spouse;

• deduct a proportion representing the injured party's own living expenses (25% in Brown but often agreed at 40% in a mesothelioma claim);

• deduct the spouse's income from that figure to arrive at a sum for loss of dependency (the multiplicand); and

• multiply that by the appropriate factor.

The Bill, on the other hand, proposes a fixed deduction of 25% from the injured party's net annual income to represent their living expenses. It also proposes that the spouse's income be ignored when carrying out the calculation.

Until now the percentage deduction for the injured party's own living expenses has been for a court to determine having heard evidence. The percentage has been increased to 50% in circumstances where the deceased leaves only a spouse, and no other dependents.

In the recent case of Guilbert & Ors v Allianz Insurance plc [2009] CSOH 10 the contention that a deduction of 25% for the deceased's own living expenses was a general rule of thumb was rejected. Lord Kinclaven stated:

"A rule of thumb may be a useful tool and a starting point, or a cross check available to help reduce the matters in dispute and to focus the issues, but it is no substitute for deciding a case according to the evidence. In the absence of agreement it is for the pursuer to satisfy the court that the sums claimed are appropriate, fair and reasonable in the circumstances of the particular case concerned."

If the proposals become law then the loss of support element in almost all claims will increase. The reasoning behind this is the Scottish Law Commission's conclusion that some areas of the current law no longer reflect the economic realities of modern family structures. The Commission's view was that this formula might have been satisfactory in the days of the traditional family, when the husband was the main breadwinner and the wife's primary role was to look after the home and children with no substantial income of her own. However, nowadays the husband and wife are more likely to have joint incomes and in such cases the application of the Brown v Ferguson formula leads to unsatisfactory results. It does not recognise that the surviving spouse may sustain substantial loss as a result of the deceased's death even though they would not have been supported by the deceased in the traditional sense because they were also earning their own salary.

While this is no doubt a valid point and the proposed legislation undoubtedly simplifies the issues, the reality is that each case is different. The present approach is undoubtedly the preferred one so far as insurers are concerned as it allows for variables to be taken into account and for claims to be dealt with on a case by case basis. The proposed approach might allow patrimonial loss claims to be quantified more quickly and easily, but in the vast majority of situations it is going to produce an artificial result.

The Scottish Law Commission's remarks also fail to take account of the fact that a high percentage of loss of support claims arise out of mesothelioma actions, where the injured party and his spouse tend to be of an older generation and often, in fact, fall within the Commission's own definition of a "traditional family", where the husband was the main breadwinner.

The Bill will now be debated by Holyrood, but given the amount of cross-party support received it seems inevitable that it will become law.

Contributed by Toni Ashby

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