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A level playing field


10 February 2010


Lord Justice Jackson published his weighty report on the subject of civil litigations costs on 14th January. The preliminary report published last year had given some indication as to his thinking but the final report makes some radical recommendations that will have a significant impact on the insurance world.

So what are the major areas for brokers to be aware of?

After the event insurance (“ATE”)

The report strongly recommends that the cost of ATE insurance should no longer be recoverable from the paying party. Further Lord Justice Jackson recommends that there ought to be one way cost shifting in personal injury claims that is the Claimant would not have to pay the Defendant’s costs even if the claim is lost. If one way cost shifting is introduced then there would be no need for a Claimant to take out ATE insurance in personal injury claims. In the remaining claims where ATE insurance may be available, parties will have to look carefully at the cost of taking out the insurance given that it will not be recoverable and carry out a risk/benefit analysis. Going forward, the question has to be asked as to how many ATE insurers will continue to exist and also if the plans are implemented as to whether or not litigants will be dissuaded from litigating due to a potential adverse costs order.

Before the event insurance (“BTE”)

Lord Justice Jackson expresses his support for BTE insurance and believes more policies ought to be taken out both by companies through bespoke policies and individuals through their household policies. He has suggested that insurers should work with the Department for Business, Innovation and Skills to encourage a greater take up of these policies by small and medium sized companies (“SMEs”). It is anticipated that this will be a growth area for Underwriters as BTE insurance may become the only way in which SMEs will be able to afford to litigate. However there are a number of issues to consider on this. First there is a concern raised in the report as to whether the cover offered by legal expense insurers is wide enough. There has been recent correspondence in the insurance press as to whether or not cover can be extended and as to whether the UK will move towards the continental model. In addition, the view has been that the many policies issued pay for the few claims made. If though the burden for paying legal costs is transferred to BTE insurance then there is likely to be a greater awareness as to the terms of the policy and a greater number of claims. Most commentators seem to agree that if there is an extension of BTE insurance then the costs of the policies will increase. The question then to be asked is whether the general public will take out BTE insurance. Given the high percentages of people who do not take out motor or household policies one doubts that there would be a rush to take out what would be a perceived high premium to pay for lawyers!

Referral fees

Some of Lord Justice Jackson’s strongest criticisms were reserved for referral fees. Word such as “abhorrent”, “offensive” and “wrong in principle” featured in the report. He suggests that referral fees ought to be banned so far as they relate to personal injury claims and says that serious consideration should be made to banning referral fees in other areas of work. The counter argument is that bodies other than lawyers are quite capable of capturing claims and give these people access to compensation. But for these companies, would these litigants actually go and see a solicitor to make a claim? It has been suggested that the Office of Fair Trading may become involved in this debate. A number of brokers are engaged in this market so what will happen if this recommendation is accepted? In 2011 third parties can own or part-own a law firm so many brokers may see this route as being the most appropriate to maintain their income streams. One other point to consider is that many legal expenses products work on the basis of claims being “sold” and in effect the fee pays for the policy, keeping the premium price very low. This type of policy would come to an end under these proposals. Presumably the intention is that BTE insurance would pick up the pieces but again it would remain to be seen whether the general public would choose to pay for such a policy. Alternatively cynics believe that referral fees may continue to be paid but the practice would be underground.

General damages

The report recommends a 10% increase in general damages for all tortious claims. The idea is that the increase in damages goes part way to compensating Claimants for the fact that they will no longer be able to recover their ATE premium from their opponent. In addition Lord Justice Jackson says that lawyers may no longer recover their success fees from the losing party and that the success fee should come out of damages, up to a maximum of 25% of damages but no so far as damages relate to future loss or care. The increase in damages is meant to act as a cushion for that as well. Therefore the increase serves as a windfall for Claimants not pursuing a claim under a CFA. Most commentators have suggested that the net effect will be that there will be a saving to insurers by introducing these measures.

Of course the recommendations are all well and good but what is the prospect of them being implemented? The Ministry of Justice has already issued proposals in relation to publication proceedings suggesting that the success fee ought to be reduced. This might be seen as a very quick response to the report but the reality is that publication proceedings are viewed very differently politically. The lobbying that would go on in the personal injury lobby is very different. In addition many of the reforms suggested would need primary legislation, particularly the major reforms relating to ATE and success fees. It remains to be seen if some of the more minor areas of proposed reform are brought in by rule change to test the water and this could be done within the next 12 months.

We are also in an election year so is it feasible that whoever forms the next government would see this as a priority? Given where we can foresee the party battle lines going into the election one cannot see these measures being introduced imminently. Civil costs are not going to be a subject which will grab the nation! However over the past few years a great deal of concern has been expressed about how Claimants now in effect litigate risk free and that more effort needs to be made to bring about an equality of arms.

This article was first published in Insurance Brokers Monthly

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