Reports of Cases

2011 I-03591

Subject-matter

Reference for a preliminary ruling – Arbeitsgericht Hamburg (Germany) – Interpretation of the principle of equal treatment, Article 141 EC, and Articles 1, 2, 3(1)(c) and (3) of and recital 22 in the preamble to Council Directive 2000/78/EC of 27 November 2000 establishing a general framework for equal treatment in employment and occupation (OJ 2000 L 303, p. 16) – Scope of the directive – Exclusion of payments of any kind made by state schemes or similar, including state social security or social protection schemes – Exclusion of national laws on marital status and the benefits dependent thereon – Occupational pension scheme in the form of a supplementary old-age pension for former employees of a local authority and their survivors – Method of calculation of the pension more favourable to married beneficiaries than to those living in a registered civil partnership

Systematic classification scheme

Citations of case-law or legislation

References in grounds of judgment

• EC Treaty (Amsterdam), Article 13 : paragraphs 61, 62
• TFEU, Article 157 : paragraphs 30, 33, 35, 36, 63
• Directive 2000/78 : paragraphs 57, 59, 61 - 63
• Directive 2000/78 -A01 : paragraphs 4, 37 - 40
• Directive 2000/78 -A02 : paragraphs 5, 37, 39, 64
• Directive 2000/78 -A02P2LA : paragraph 40
• Directive 2000/78 -A03 : paragraph 6
• Directive 2000/78 -A03P1LC : paragraphs 32, 37
• Directive 2000/78 -A03P3 : paragraphs 29, 31 - 33, 36
• Directive 2000/78 -A18L1 : paragraph 7
• Directive 2000/78 -A18L2 : paragraph 58
• Directive 2000/78 -C13 : paragraphs 3, 32
• Directive 2000/78 -C22 : paragraphs 3, 29, 34 - 36
• Court of Justice - Judgment C -262/88 : paragraph 66
• Court of Justice - Judgment C -144/04 : paragraphs 58, 59
• Court of Justice - Judgment C -267/06 : paragraphs 32, 34, 35, 42, 46
• Court of Justice - Judgment C -427/06 : paragraphs 61 - 63
• Court of Justice - Judgment C -555/07 : paragraphs 59 - 61
• Court of Justice - Judgment C -314/08 : paragraph 54
• Court of Justice - Judgment C -341/08 : paragraph 56
• Court of Justice - Judgment C -250/09 : paragraphs 55, 56

Operative part

• Interprets : TFEU, Article 157
• Interprets : Directive 2000/78
• Interprets : Directive 2000/78 -A01
• Interprets : Directive 2000/78 -A02
• Interprets : Directive 2000/78 -A03P1LC
• Interprets : Directive 2000/78 -A03P3
• Interprets : Directive 2000/78 -C22

Opinion

• EC Treaty (Amsterdam), Article 13 : points 8, 129
  
• EC Treaty (Amsterdam), Article 13 -P1 : points 79, 126
  
• EC Treaty (Amsterdam), Article 141 : points 7, 34, 39, 50, 53, 55, 63, 67, 68, 78, 114, 117, 119, 120, 134, 144, 154, 180
  
• EC Treaty (Amsterdam), Article 141 -P2 : points 50, 54
  
• Charter of Fundamental Rights of the EU (2007), Article 9 : point 174
  
• Charter of Fundamental Rights of the EU (2007), Article 21 -P1 : points 5, 124
  
• Charter of Fundamental Rights of the EU (2007), Article 33 -P1 : point 174
  
• TFEU, Article 267 : point 156
  
• TEU, Article 6 -P1 : point 124
  
• TEU, Article 6 -P3 : points 130, 147
  
• Directive 2000/43 : point 126
  
• Directive 2000/78 : points 4, 37, 38, 82, 86, 99, 103, 105, 114, 116, 122, 123, 126, 132, 133, 144, 146, 148, 153, 154, 163, 167
  
• Directive 2000/78 -A01 : points 9, 34, 44, 83, 112, 123, 131, 180
  
• Directive 2000/78 -A02 : points 10, 34, 44, 83, 112, 180
  
• Directive 2000/78 -A02P2LA : points 83, 88, 90, 100, 172
  
• Directive 2000/78 -A02P2LB : points 83, 101
  
• Directive 2000/78 -A02P2LBLI : points 35, 104, 108, 113, 172, 176, 178, 180
  
• Directive 2000/78 -A03 : point 11
  
• Directive 2000/78 -A03P1 : points 73, 79
  
• Directive 2000/78 -A03P1LC : points 34, 53, 83, 112, 180
  
• Directive 2000/78 -A03P3 : points 34, 49, 51 - 53, 64, 65, 68
  
• Directive 2000/78 -A18 : points 12, 34, 140, 142, 145
  
• Directive 2000/78 -A20 : point 142
  
• Directive 2000/78 -C1 : point 123
  
• Directive 2000/78 -C4 : point 123
  
• Directive 2000/78 -C13 : point 8
  
• Directive 2000/78 -C22 : points 8, 34, 69 - 72, 74, 78, 79, 81
  
• Directive 2004/113 : point 126
  
• Court of Justice - Judgment C -43/75 : point 157
  
• Court of Justice - Judgment C -61/79 : point 157
  
• Court of Justice - Judgment C -262/88 : points 34, 54, 154, 157
  
• Court of Justice - Judgment C -7/93 : point 55
  
• Court of Justice - Judgment C -147/95 : points 54, 55, 67
  
• Court of Justice - Judgment C -66/96 : points 54, 178
  
• Court of Justice - Judgment C -249/96 : point 127
  
• Court of Justice - Judgment C -285/98 : point 165
  
• Court of Justice - Judgment C -122/99 : point 128
  
• Court of Justice - Judgment C -351/00 : points 54, 66, 67
  
• Court of Justice - Judgment C -117/01 : points 120, 121
  
• Court of Justice - Judgment C -144/04 : points 3, 122 - 124, 131, 145
  
• Court of Justice - Judgment C -292/04 : point 157
  
• Court of Justice - Judgment C -423/04 : point 158
  
• Court of Justice - Opinion C -267/06 : points 79, 128
  
• Court of Justice - Judgment C -267/06 : points 3, 34, 52, 54 - 57, 66, 74, 86, 87, 90, 92, 96, 102, 151, 155, 168
  
• Court of Justice - Judgment C -388/07 : point 103
  
• Court of Justice - Judgment C -555/07 : points 3, 123, 124, 145, 178
  
• Court of Justice - Judgment C -73/08 : points 156, 158
  
• Court of Justice - Judgment C -229/08 : point 178
  
• Court of Justice - Judgment C -314/08 : point 166
  
• Court of Justice - Opinion C -499/08 : point 103
  

Dates

Date of the lodging of the application initiating proceedings

• 10/04/2008

Date of the Opinion

• 15/07/2010

Date of the hearing

Information not available

Date of delivery

10/05/2011

References

Publication in the Official Journal

Application: OJ C 171 from 05.07.2008, p.15

Judgment: OJ C 194 from 02.07.2011, p.2

Name of the parties

Römer

Notes on Academic Writings

1. Reich, Norbert: Zur zeitlichen Reichweite des unionsrechtlichen Nicht-Diskriminierungsgrundsatzes wegen der sexuellen Orientierung, Europäische Zeitschrift für Wirtschaftsrecht 2010 p.685-686 (DE)
2. Driguez, Laetitia: Discrimination en raison de l'orientation sexuelle, Europe 2011 Juillet Comm. nº 7 p.33-34 (FR)
3. Castellaneta, Marina: Pensioni: i partner di "unioni registrate" hanno gli stessi diritti delle copie sposate, Guida al diritto 2011 nº 23 p.99-101 (IT)
4. Cavallini, Joël: Couple de même sexe et pensions de retraite complémentaire, La Semaine Juridique - Social 2011 nº 31-35 p.26-28 (FR)
5. Kogovšek-Šalamon, Neža: Izplačevanje pokojnine istospolnemu partnerju, Pravna praksa 2011 nº 19 p.23-24 (SL)
6. Mok, M.R.: Nederlandse jurisprudentie ; Uitspraken in burgerlijke en strafzaken 2011 nº 491 (NL)
7. Peters, S.S.M.: Tijdschrift Recht en Arbeid 2011 nº 8/9 p.28-29 (NL)
8. Brière, Chloé: Arrêt "Römer": une nouvelle limite à la protection contre les discriminations fondées sur l'orientation sexuelle?, Journal de droit européen 2011 nº 182 p.240-242 (FR)
9. Ninatti, Stefania: Il caso Römer: limiti di materia, principio di uguaglianza o tutela di diritti?, Quaderni costituzionali 2011 p.693-696 (IT)
10. Bosio, Mattia: Discriminazioni ed orientamento sessuale nella sentenza Römer della Corte di Lussemburgo, Il diritto dell'Unione Europea 2011 p.761-780 (IT)
11. De Luca Piero, Puglia Massimiliano: Cronache della giurisprudenza dell'Unione europea (gennaio-giugno 2011), Il diritto dell'Unione Europea 2011 p.781-798 (IT)
12. Tissandier, Hélène: Avantages liés au travail pour les couples de même sexe : de Maruko à Römer, Revue de jurisprudence sociale 2011 p.757-758 (FR)
13. Do, T.U.: La jurisprudence de la Cour de justice et du Tribunal de l'Union européenne. Chronique des arrêts. Arrêt « Jürgen Römer c. Freie und Hansestadt Hamburg », Revue du droit de l'Union européenne 2011 nº 3 p.472-474 (FR)
14. Picarella, Giulia: Le discriminazioni fondate sull'orientamento sessuale nella giurisprudenza della Corte di giustizia: dal caso P. alla sentenza Romer, Rivista italiana di diritto del lavoro 2011 II p.1325-1359 (IT)
15. Brodier, Hélène: Jurisprudence de la Cour de justice de l'Union européenne en matière de droits fondamentaux. CJUE, Gde Ch., Römer, 10 mai 2011, C-147/08, L'Europe des libertés: revue d'actualité juridique 2011 nº 36 p.61-62 (FR)
16. Brors, Christiane: Diskriminierungsschutz bei der betrieblichen Altersversorgung von Maruko zu Römer - Vergleichbarkeit von Lebenspartnerschaften und Ehen nach dem konkreten Versorgungszweck, Europäische Zeitschrift für Arbeitsrecht 2012 p.67-77 (DE)
17. Cuypers, D.: S.E.W. ; Sociaal-economische wetgeving 2012 p.38-40 (NL)
18. Lamonaca, Vincenzo: Pensione supplementare di vecchiaia, unione civile tra persone dello stesso sesso e trattamento discriminatorio per ragioni sessuali: l'intervento della Corte di giustizia, Giurisprudenza italiana 2012 p.354-357 (IT)
19. Bauer, Jobst-Hubertus ; Kaufmann, Muriel: Sozialpolitik: Gleichbehandlung in Beschäftigung und Beruf / Sexuelle Ausrichtung, Zeitschrift für europäisches Sozial- und Arbeitsrecht 2012 p.180-184 (DE)
20. Pech, Laurent: Common Market Law Review 2012 p.1841-1880 (EN)
21. Kogovšek-Šalamon, Neža: Pravice istospolno usmerjenih oseb in njihovih otrok v praksi ESČP in Sodišča EU, Podjetje in delo 2016 nº 6-7 p.1073-1083 (SL)

Procedural Analysis Information

Source of the question referred for a preliminary ruling

Arbeitsgericht Hamburg - Germany

Subject-matter

• non-discrimination
  
• Principles, objectives and tasks of the Treaties
  
• Social policy
  

Provisions of national law referred to

Information not available

Provisions of international law referred to

Information not available

Procedure and result

• Reference for a preliminary ruling
  

Formation of the Court

grande chambre (Cour)

Judge-Rapporteur

Šváby

Advocate General

Jääskinen

Language(s) of the Case

• German
  

Language(s) of the Opinion

• French