Chapter 4 b Flashcards

1
Q

What employment rights do Article 45 TFEU confer?

A

Prohibits

  • direct discrimination
  • indirect
  • indistinctly applicable measures which impede access to the employment market
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2
Q

What is direct discrimination (employment)

A

Where workers from other Member States are overtly treated less favourably than nationals of the host Member State
> Commission v France (Seamen)
- ration of 3 French nationals to one on merchant fleet
- breached Article 45 and Article 4 of Regulation 492/2011

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3
Q

What is indirect discrimination (employment)

A

When a rule relating to employment is neutral in terms of nationality but in practice it affects non-national workers more severely than nationals.
Württembergische
- italian who had interrupted his employment in West Germany in order to fulfil his military service in Italian army
- resumed
- West German law provided for the period of military service to be taken into account in calculating the duration of a worker’s employment but this only applied to workers who, irrespective of their nationality, undertook military service in the West German military.
indirect disc

Can be justified on objective public interest grounds.
Sotgiu

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4
Q

What happened in Sotgiu?

A

Justification of indirect discrimination

  • Workers in the West German Federal Postal Service received a separation allowance when they were employed away from home. This was increased by 10 DM per day for workers whose place of residence was within Germany but by only 7.50 DM per day where their place of residence was abroad.
  • Sotgiu was an Italian national whose family was still residing in Italy. He was only entitled to the smaller increase.
  • justifiable - Workers who retained their residence abroad were not required to move and so their allowance was expected to continue indefinitely.
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5
Q

How can you justify indirect discrimination?

A
Article 3(1)
This article prohibits discrimination by Member States in respect of applications and offers for employment but then qualifies the prohibition by adding that it ‘shall not apply to conditions relating to the linguistic knowledge required by reason of the nature of the post to be filled.’

Groener v Ministry for Education

  • Dutch national who had been engaged on a temporary basis as a part-time lecturer in art at a college in Ireland.
  • applied for a permanent full time position which would be taught exclusively in English.
  • he Minister for Education refused to appoint her as she did not have the certificate of proficiency in the Irish language or an equivalent qualification and had failed a beginner’s course in Irish Gaelic.
  • The proficiency requirement applied to anyone applying for a permanent full–time post as a teacher in certain areas, irrespective of their nationality.
  • The Court of Justice held that the language condition was required by reason of the nature of the post to be filled as it formed part of a policy of promoting Irish Gaelic, which was one of the official national languages of Ireland, as a means of expressing national identity and culture.
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6
Q

What happened in Groener?

A
Allowed discrimination
Article 3(1) of Reg 492/2011
  • Dutch national applied for a permanent full time position which would be taught exclusively in English.
  • refused - no certificate of proficiency in the Irish language or an equivalent qualification and had failed a beginner’s course in Irish Gaelic.
  • CoJ - language condition was required by reason of the nature of the post to be filled as it formed part of a policy of promoting Irish Gaelic, which was one of the official national languages of Ireland
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7
Q

What are Non discriminatory obstacles to accessing the employment market

A

Extended its interpretation of Article 45 TFEU
Prohibit measures which impede access to the employment market without being either directly or indirectly discriminatory on the basis of nationality

UNLESS Pressing Reasons in the Public Interest!

Kraus
The case was brought by a German student who had obtained a Masters in Law (LLM) from the University of Edinburgh and who, having returned to Germany, had refused to make a formal application for authorisation to use the academic title in Germany.
The possession of an academic title may be such an obstacle as it may be a pre-requisite for entry into a profession. Even if it is not a pre-requisite, it may still be advantageous to the holder.
a national measure governing the conditions under which an academic title obtained in another Member State may be used would be prohibited in so far as it is liable to hamper or to render less attractive the exercise by Community nationals, including those of the Member State which enacted the measure, of the free movement of workers, even if the measure is applicable without discrimination on grounds of nationality.
the Court of Justice went on to hold that such a measure could be justified if it pursued a legitimate objective compatible with the Treaty and was justified by pressing reasons of public interest.
The Court concluded that, on the facts, the German measure could be justified by the need to prevent the misleading use of academic titles so long as this was proportionate.

Union
- Football

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8
Q

What happened in Kraus

A

Measures equivalent to discrimination

  • a legal requirement in Germany that a person must obtain authorisation from the relevant German federal state before he or she could use an academic title obtained in a foreign higher education establishment.
  • The requirement applied irrespective of the nationality of the person wishing to use the title in Germany.
    The case was brought by a German student who had obtained a Masters in Law (LLM) from the University of Edinburgh and who, having returned to Germany, had refused to make a formal application for authorisation to use the academic title in Germany.
  • The possession of an academic title may be such an obstacle as it may be a pre-requisite for entry into a profession. Even if it is not a pre-requisite, it may still be advantageous to the holder.
    a national measure governing the conditions under which an academic title obtained in another Member State may be used would be prohibited in so far as it is liable to hamper or to render less attractive the exercise by Community nationals, including those of the Member State which enacted the measure, of the free movement of workers, even if the measure is applicable without discrimination on grounds of nationality.
  • the Court of Justice went on to hold that such a measure could be justified if it pursued a legitimate objective compatible with the Treaty and was justified by pressing reasons of public interest.
    The Court concluded that, on the facts, the German measure could be justified by the need to prevent the misleading use of academic titles so long as this was proportionate.

leading case is
Union Royal Belge
- wished to transfer to a French club who wanted to engage his services.
Under the transfer system of football associations, his own club would not release him without payment of a transfer fee by the club wishing to engage him.
- This rule was standard throughout football associations in Europe and did not discriminate directly or indirectly against nonnationals. The rule also did not discriminate against players transferring internally or those going abroad. Despite this, the Court of Justice held that the transfer rules still directly affected players’ access to the employment market in other Member States and so were capable of impeding the freedom of movement for workers.
- So was an obstacle to free movement
The Court of Justice added that it could only be otherwise if those rules pursued a legitimate aim compatible with the Treaty and were justified by pressing reasons of public interest. But even if that were so, application of those rules would still have to be such as to ensure achievement of the aim in question and not go beyond what is necessary for that purpose

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9
Q

What happened in Union Royal Belge?

A
  • wished to transfer to a French club who wanted to engage his services.
  • needed transfer fee by the club wishing to engage him.
  • directly affected players’ access to the employment market in other Member States
  • So was an obstacle to free movement
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10
Q

What are the rights of family members to take up employment?

A

Article 23 of Directive 2004/38

‘FM of a UC who has right of residence shall be entitled to work’ (even if non EU)

Gul

  • Turkish doctor who was living in Germany with his British wife.
  • temporary authorisation to practice medicine but his application to renew this was refused.
  • The Court interpreted the predecessor of Article 23 of Directive 2004/38 as providing him with a right take up any activity as an employed person on the same conditions as a worker under Regulation 492/2011 and subject to the same rules governing access to and the pursuit of the occupation as the nationals of the host Member State.
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11
Q

What happened in Gul

A

Right of family members to take up employment

This case concerned a Turkish Cypriot doctor who was living in Germany with his British wife. His wife worked as a hairdresser.
He had been given temporary authorisation to practice medicine but his application to renew this was refused.
The Court interpreted the predecessor of Article 23 of Directive 2004/38 as providing him with a right, as the spouse of a national of a Member State employed in the territory of another Member State, to take up any activity as an employed person on the same conditions as a worker under Regulation 492/2011 and subject to the same rules governing access to and the pursuit of the occupation as the nationals of the host Member State.
He was therefore entitled to rely on Article 3(1) of Regulation 492/2011.

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12
Q

What happened in Commission v France (Seamen)

A
  • ratio of 3 French nationals to one on merchant fleet

- breached Article 45 and Article 4 of Regulation 492/2011

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13
Q

What happened in Württembergische

A
  • Italian interrupted his employment in West Germany in order to fulfil his military service in Italian army
  • resumed
  • German law - service only taken to account in Germany
  • indirectly discrimination
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14
Q

What are the social rights of Workers?

A

Article 7(2) of Regulation 492/2011

  • provides that a worker who is a national of a Member State ‘shall enjoy the same social and tax advantages as national workers’.
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15
Q

What are the ‘social advantages’ as stated in Article 7(2) of Regulation 492/2011

A

Taken to include
– Discretionary childbirth loans: Reina v Landeskreditbank Baden-Württemberg

– Minimum income allowance: Hoeckx v Centre Public d’Aide Sociale de Kalmthout

– The right of a non-national who lives together with a national in a stable relationship to reside in the host State if this is available to national workers: Reed

– Funeral expenses benefits (O’Flynn v Adjudication Officer

NOT for Jobseekers (as a 'worker')
LIMITED by 
Evans
- Belgian WWII soldier pension
- social advantages confined to those 'generally granted to workers bc of their worker status'
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16
Q

What about social rights for job seekers?

A

Doesn’t include!

Collins

17
Q

What about Family members and social rights?

A

Members of a worker’s family can indirectly qualify for the right under Article 7(2) of
Regulation 492/2011

Cristini

  • widow of an Italian national who had been working in France. French law provided families with more than three children under 18 years of age with the right to cards entitling them to reductions in the fares of SNCF (the state railway company) at the request of ‘the head of the household’.
  • The Court of Justice held that the widow and her children were also entitled to the cards under Article 7(2) providing her husband had applied for them before his death.

Inzirillo v Caisse d’Allocations Familiales
An Italian national who lived and worked in France had applied for an allowance for handicapped adults on behalf of his disabled son who was also Italian.
- The application was refused on the ground that his son was not French. The Court of Justice held that the son was entitled to the allowance under Article 7(2), even though he had never worked, as he was living with his father, who was a worker, and he was entitled to do under EU law as a dependant of his father.
-The Court noted, albeit in the context of a different Regulation (Regulation 1408/71), that denying the child of a worker such allowances may induce the worker himself to return to his home Member State which would defeat the objective of the free movement of workers.

18
Q

What happened in Inzirillo

A

Social rights for Family Members
- which the FM themselves can enjoy

  • An Italian national who lived and worked in France had applied for an allowance for his disabled son
  • Refused bc not French.
  • CoJ - the son entitled under Article 7(2 as he was living with his father, who was a worker, and he was entitled to do under EU law as a dependant of his father.

-+ denying the child such allowances may induce the worker himself to return to his home Member State which would defeat the objective of the free movement of workers.

19
Q

What happened to Cristini

A
  • widow of an Italian national who had been working in France. French law provided families with more than three children under 18 years of age with the right to cards entitling them to reductions in the fares of SNCF (the state railway company) at the request of ‘the head of the household’.
  • The Court of Justice held that the widow and
    her children were also entitled to the cards under Article 7(2) providing her husband had applied for them before his death.
20
Q

What about Union Citizens and social rights?

A

Article 20 TFEU
+ Article 18 TFEU

Right to equal treatment in all fields covered by the Treaties.

Martinez Sala
Grzelczyk
- prevents discrimination from one MS to another MS national

D’Hoop
- prohibits a MS discriminating against one of its own

Dano
- social rights subj to conditions

21
Q
Union Citizens (social rights)
Nat of one MS relying on free movement against another MS
A

Martinez Sala

  • Spanish national who had lawfully resided in Germany.
  • unemployed + social assistance
  • applied for renewal of her residence permit but waiting
  • application for a child raising allowance was rejected as not German and no residence permit.
  • The Court of Justice held that a Union citizen who was lawfully resident in the host Member State had a right under Article 18 TFEU not to suffer discrimination on the ground of nationality

Grzelczyk
- a French national studying in Belgium.
- Applied to the Belgian authorities for payment of a minimum subsistence allowance called a minimex.
- minimex only for Belgian nationals
The Court of Justice said he was a Union citizen - could not be denied minimex

22
Q

Job seekers rights (Union Citizens)

A

Collins
A job seeker cannot claim entitlement to social advantages under Article 7(2) of Regulation 492/2011,
BUT can under Union citizenship.

Dano
- equal treatment is subject to ‘specific conditions’
Dano could not invoke the principle of equal treatment with nationals of the host Member State

23
Q

What are the educational rights for workers

A
Article 7(3) reg 492/2011
- same as national workers 

Vocational schools
Vocational training
Education grants
Children of workers

24
Q

What access to vocational schools do workers have?

A
Article 7(3) reg 492/2011
' a worker who is a nat of a MS shall have access to training in vocational schools + retraining centres'

Brown
‘establishments which provide only instructions interposed between periods of employment of closely connected’

25
Q

What is the vocational training

A

Gravier
- French
- charged an enrolment fee for course in strip cartoon art in Belgium. Belgian students were not required to pay this.
- CoJ - was VT
‘ form of education which prepares for a qualification for a particular profession trade or employment’
CoJ - access promotes FMOP/schools already in remit/provided for kids/Cpuncil empowered

Blaizot - uni education does fulfil these conditions (minus general knowledge)

26
Q

What about education for children of workers?

A

Same social advantages as national children
Article 10 regu 492 / 2011

Casagrande

    • general measures intended to facilitate educational attendance
  • Educational grants also
  • caseL unlawful for German authorities to refuse a grant for school age children to the daughter of an Italian national working in Germany bc she not German

Moritz

  • unis and colleges
  • child can stay in MS
  • Educational grants are social advantages
27
Q

General rules for workers and grants

A

Lair
- French nat worked intermittently for 5 years in Germany
- refused a maintenance grant
- dependant on status of worker
CoJ - if link between studies and previous employment
- if made involuntarily employed

Brown

  • 8 month placement in Scotland - place in uni needed
  • refused student maintenance
  • social grants outside scope of treaty
  • here, employment was ancillary so could not rely on 7(2)
28
Q

Union citizens and education

A

Article 20 + Article 18
Chapter on Educational and Vocational Training

Grzelczyk

  • – Brown no longer the case bc of Chapter
  • subject to limitations and social resources
  • no rights to maintenance but yes to social security

Bidar

  • did have the right to student loans
  • MS could limit assistance to those integrated

Maintenance grants limited to

  • Worker or self employed
  • Family member of above
  • Permanent resident (5 years, Forster)
29
Q

What happened in Bidar

A
  • A French national had completed his secondary education there.
  • Economics at a university in London.
  • Student loan was rejected as did not satisfy the legal requirement of being settled in the United Kingdom.
  • CoJ repeated that educational policy now lay within the scope of the treaty. The Article did not preclude the right to equal treatment in respect of student grants and loans from arising from Article 20 TFEU read in conjunction with Article 18 TFEU.
  • a UC had a right to equal treatment in respect of student grants or loans. Bidar fulfilled these requirements.
  • ‘settled status’ - not possible for a national of another member state to acquire the status of “settled”
  • Indirect discrimination
Though, MS could require students to demonstrate a certain degree of integration into the society of the state
Maintenance grants limited to
- workers
- FM
- permanent residence (Forster)