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Chamber and committees

Public Petitions Committee, 25 Jun 2002

Meeting date: Tuesday, June 25, 2002


Contents


Current Petitions


Water and Sewerage Services (PE423)

The Convener:

That brings us on to current petitions and responses to them. PE423 is from Mr Terry O'Donnell, who called on the Parliament to take the necessary steps to return water and sewerage services to unitary authority control throughout Scotland, to continue the water rates relief for churches and voluntary organisations in Scotland and to reject any proposals for fluoride to be added to the Scottish water supply.

We have had a reply from the Scottish Executive, although it has taken more than six months. The reply addresses all three points raised in the petition. It gives details of the new structure of the water industry in Scotland—which, as the committee knows, is a single Scottish water authority—and explains that the Parliament agreed to continue phased withdrawal of relief on water and sewerage charges for charitable organisations.

The Executive also acknowledges that water fluoridation is one of a number of options for improving oral health. It states that it is committed to a formal consultation process about how best to tackle the improvement of children's oral health in Scotland and is considering how best to proceed. It is suggested that the committee should agree to ask the Executive to ensure that the petitioner is sent a copy of the consultation document on the oral health issue in due course, so that he has the opportunity to have his views on fluoridation taken into account.

Given the other two responses to the petition, it is suggested that we take no further action since the Executive has already moved on both of those points. Is that agreed?

Members indicated agreement.


Telecommunications Developments (Planning) (PE425)

The Convener:

We move on to PE425, from Anne-Marie Glashan. The petition calls on the Parliament to adopt the precautionary principle that the Transport and the Environment Committee recommended in its report on the planning procedures for telecommunications developments and which was also recommended by the Stewart report.

We agreed to seek the views of the Scottish Executive, which were given to us some time ago. We were then awaiting the response of the Transport and the Environment Committee to the views of the Scottish Executive. Members have received the views of the Scottish Executive, which are set out clearly, and the response from the Transport and the Environment Committee. It lists several points on which it seeks clarification. For example, it seeks clarification of the scientific research on the potential health effects of mobile phone technology and wants to find out whether the Executive has established a hierarchy of preferred locations for telecommunications equipment. It also seeks clarification on what progress the Executive has made on planning guidance and towards achieving a co-ordinated approach to the roll-out of masts.

It is suggested that we agree to seek the comments of the Executive on the additional points raised by the Transport and the Environment Committee, with the exception of the point on planning guidance, which was covered in the Executive's response. In the meantime, we should agree to copy the Executive's response to the Transport and the Environment Committee for its information. Is that agreed?

Members indicated agreement.


Civic Government (Scotland) Act 1982 (Obscene Material) (PE476)

The Convener:

PE476 is from Ms Catherine Harper and is on indecent displays in corner shops. It calls on the Parliament to take immediate steps to ensure that the provisions of the Civic Government (Scotland) Act 1982 in relation to the display of obscene material are fully and effectively enforced and to review the legislation to determine whether it is adequate or requires to be amended. We agreed to seek the views of several bodies, including the Scottish Executive, the Association of Chief Police Officers in Scotland, and the parliamentary cross-party groups on men's violence against women and survivors of sexual abuse. All those responses have come in. The Executive has set out in detail its response, as has the Association of Chief Police Officers in Scotland. We have also received the views of the two cross-party groups.

The Executive is of the view that the current legislation controlling the display of indecent material is adequate to allow prosecution where sufficient evidence exists. Although ACPOS is of a similar view, it makes the point that a definition of what constitutes obscene material would be helpful. Both the cross-party groups are of the view that stronger controls of the display of indecent material are required. Taking those responses into account, together with the points raised by the petitioners, it appears that a major review of current legislation may not be necessary, but there may be merit in considering further the introduction of a definition of obscene material.

It is suggested that we may want to agree to refer the petition to the relevant justice committee, with the recommendation that it further considers the issues raised, particularly those relating to the lack of a definition of obscene material within the context of the Civic Government (Scotland) Act 1982.

Dr Ewing:

The danger of a definition is highlighted in the Executive's response. It states that, unless there is the flexibility of the current description of what is meant by pornography, the Crown could end up failing to have the right to prosecute. In other words, the present situation may be more flexible than it would be if a specific definition were produced.

On the other hand, the other three bodies that we consulted thought that there may be merit in considering a definition.

Rhoda Grant:

I do not think that it is beyond the wit of man to come up with a definition that is broad enough to take in material that someone would find offensive. There need to be guidelines, because it is obvious that the law as it stands is not working. That is because there is no definition. People are walking away from the matter because it is difficult. Guidance on the definition would be helpful.

Phil Gallie:

I go along with Rhoda Grant's comments. The Executive's comment is that prosecutions can be brought when sufficient evidence exists. I go along with the suggested course of action of asking the relevant justice committee to examine the matter, but I would like the Executive to expand slightly by indicating how it defines the phrase "sufficient evidence".

The Convener:

It is hard to follow that suggestion. If we refer the petition to the relevant justice committee, we will have to close our consideration of it. It has been suggested that we could ask the Executive for the additional information, which we could pass on to the subject committee and the member for information. Would that be okay?

Yes, if it is all right with other members.

Members indicated agreement.


Justice 1 Committee (Membership) (PE483)

The Convener:

The next petition, which is from Mr Duncan Shields, is on behalf of Fathers Fighting Injustice. It calls for a review of the membership of the Justice 1 Committee. We dealt with the petition at a previous meeting, but Phil Gallie asked for further clarification on the number of items that had not been put on the Parliament's website as part of the Justice 1 Committee's inquiry on the regulation of the legal profession.

We have received another response from the convener of the Justice 1 Committee, in which she indicates that the committee has received 126 responses to its inquiry and that 33 of them have not yet been published on the website, as they are being edited by the committee clerks to ensure that they do not raise defamation and data protection concerns. She reaffirms the committee's intention to put the majority of those submissions on the website in due course.

The information that Christine Grahame has provided in her two letters appears to address the issues that the petitioner raises. On that basis, it is suggested that we agree to copy the most recent response to the petitioner for information and that we take no further action. Is that agreed?

Members indicated agreement.

Although I agree with the proposed course of action, the number of responses that have not been put on the website amounts to more than 25 per cent of the total. I presume that the situation is being dealt with with some urgency.

The responses obviously have to be checked for defamation.

Rhoda Grant:

That underlines the responsibility of people who give evidence to ensure that any evidence that they give does not contain anything that could be defamatory. If the people concerned had made sure of that when they submitted their evidence, their evidence would have appeared on the website much more quickly. People should learn not to abuse the committee system and to ensure that their evidence is publishable.

That is a fair point. It has been pointed out to me that when we review our guidance on the submission of petitions, we should ensure that part of the guidance makes it explicit that no defamatory material should be included in petitions.


Political Process (Young People) (PE487)

The Convener:

PE487, which was submitted by Mr John Dick, called on the Parliament to take a range of steps to encourage young people in Scotland to become more engaged in the political process and in adult society. We agreed to seek the formal views of the Electoral Commission on the issues that the petitioner raised. The commission has written back to confirm that it took on responsibility for voter awareness on 1 July 2001. It has provided details of the campaign that it conducted in advance of the English local government elections this year and of the programme that it will conduct in advance of the Scottish and Welsh elections next year.

When the committee first considered the issues that the petition raised, members noted that much was being done by the Parliament's education service to encourage awareness and understanding of the work of the Parliament among young people. An educational visits scheme is operated by Historic Scotland. Such a structured educational approach would appear to be the most appropriate way of encouraging the interest of young people in Scotland in the work of the Parliament and in Scotland's built heritage. It is unclear how practical it would be to offer each 17-year-old the programme of visits that the petitioner suggested and it is unclear how the suggestion that each young person should be offered a voucher for a free kilt or other tartan garment would be funded or implemented. Taking those points into account, along with the positive response from the Electoral Commission, it is suggested that we agree to take no further action on the petition, other than to copy the commission's response to the petitioner for information.

Rhoda Grant:

I go around many schools and I am impressed by the knowledge of the political process that young people have; many young people are way ahead of adults in that respect. We should acknowledge that children and young people have an interest in the political process. Some of the questions that they ask are much more difficult to answer than some that are asked by adults.

We have some wonderful visits from groups every day.

Okay. Do members agree to the proposed course of action?

Members indicated agreement.

The Convener:

We had hoped that Mr Derek Scott would be here for consideration of PE500, but he is not here yet. We could take a five-minute break or we could leave PE500 and move on to the rest of the agenda.

Let us move on. The final paper, on current petitions, is a description of the petitions that are still under active consideration. The clerk points out that if members want to pick up any of these petitions at any time during the recess or raise points about them, they are welcome to do so and to put them on the agenda of a future meeting. A range of petitions are still active and awaiting responses of one kind or another from other committees, the Executive or other bodies. The paper is simply for members' information.

Phil Gallie:

I have an observation to make. The first petition on the paper is from Alex and Margaret Dekker. Cathy Peattie has lodged a motion that highlights the issue that the petition raises. The petition is outstanding from the Parliament's first year of operation. It is taking a heck of a long time for something to come of it. It seems a bit discourteous to those who submitted the petition that we still have it on file. Furthermore, there does not seem to be any prospect of our bringing the matter to an imminent conclusion.

The Convener:

To be fair, the Justice 1 Committee was waiting for the publication of research evidence by the Department of Environment, Transport and the Regions, which took a long time to come through. The committee has now raised the recommendations in the research reports with the Lord Advocate and the Minister for Justice and awaits a response from the Executive.

Phil Gallie:

That is a fair comment. In the meantime, will there be any correspondence between this committee and Mr and Mrs Dekker, to tell them why the petition is on hold? Perhaps we should update them on the progress that has been made. It has taken a long time.

The Convener:

One of the flaws in the current system is the fact that once we refer a petition to another committee, it becomes that committee's property and we have no further role in its progress, other than in checking that the committee responds. It would be for the Justice 1 Committee to keep Mr and Mrs Dekker informed. We could not do it.

Perhaps you could refresh my memory. Are the petitioners calling for a requirement to have a fatal accident inquiry in all cases of road traffic death?

That is one of a range of things that the petition calls for.

Dr Ewing:

That makes a lot of sense. In my experience, one of the strange things about the discretion of procurators fiscal is that one sometimes thinks that there is bound to be a fatal accident inquiry in a case but there is not and, at other times, there is such an inquiry when one is not expecting it. It might be a good idea to have a rule about that.

The Convener:

The main thrust of the petition is that, although the Parliament has ruled that a sentence of up to 10 years can be passed for dangerous driving, the courts never do that—they leave it to the discretion of the procurators fiscal and the Crown, who almost never seek to use that power.

Dr Ewing:

There is an unwritten law that if a death is caused by a bullet, there must be a fatal accident inquiry. However, I know of cases in which that has not happened. I am a great admirer of the Procurator Fiscal Service and I do not want to be thought to be attacking it. Nonetheless, a rule would be helpful in such matters.

Okay. If members have any further points on any of the current petitions, they should get in touch with the clerks during the recess.


Scottish Transport Group Pension Funds (PE500)

The Convener:

Mr Derek Scott is now here to speak to PE500, which was submitted by Mr Alex Anderson, on the subject of the Scottish Transport Group pension fund surplus. The Deputy Minister for Enterprise, Transport and Lifelong Learning came to the committee last week to answer questions on the petition. We agreed to ask Mr Scott, who has given evidence to the committee before, to return and respond to what the minister had to say. I welcome him to the committee. We are grateful that he has come back.

Derek Scott:

Thank you for waiting. I am sorry; I had to come through from Fife. I take it that nobody from the Inland Revenue is appearing before the committee today.

The Convener:

No detailed papers have been produced by the Inland Revenue, although it has indicated that if Scottish ministers were to raise with it the issue of exemptions to its policy on taxation, it would listen to what they had to say. However, it would not guarantee that it would change its position as a result. It would help us if you could respond to the various points that were made by the minister at last week's meeting and give us your perspective.

Just on that point, at last week's meeting, we asked the minister not only to take up the issue with the Treasury but to pursue the matter of the £50 million.

The Convener:

We dealt with a whole range of issues, all of which members will be free to raise when we come to open discussion. However, I want to give Mr Scott the chance to give us his initial response. Mr Scott's letter has been circulated, but as it arrived a little late, members may not have had the chance to read it. Perhaps Mr Scott would go over the points that he wishes to draw to the committee's attention before we move to general discussion.

Before we hear from Mr Scott, I want to clarify something. My understanding was that the committee agreed last week to ask the Inland Revenue to give evidence.

The Inland Revenue was asked.

What was its response?

The response was that it could not give evidence at such short notice.

Will the Inland Revenue give evidence at a future date?

That will depend entirely on what the committee decides today. In any case, let us hear Mr Scott's initial response, as that may help us to arrive at a decision.

Derek Scott:

Since I e-mailed my written response to the clerk on Sunday, I have had a reply to my previous e-mail, which was referred to at last week's meeting. The letter that I received is dated 18 June, but it was faxed to me only yesterday afternoon, at about the same time as I also received an e-mail copy. I was in London until late last night, so I have had only a short time to reflect on the contents of the letter. In fairness, the letter is from Sharon Wood, who is one of the civil servants who has been dealing with the matters that have been raised by the action committee for some time.

I had asked a number of questions, but I will begin by dealing with the response to the question of the £50 million, which has just been mentioned. I had deliberately included in my e-mail a question about whether the £50 million was in the gift of the Treasury or the Scottish Executive. I did so because the action committee had heard information—which was perhaps not reliable—that there were two components to the deal that was struck in December 2000. One component was that £100 million would be offered to the pensioners; the other was that £50 million would somehow be retained for the consolidated fund.

What gave rise to that belief on our side was the fact that, when we talked to one of the trustees of the Scottish Transport Group and to MSPs who had made points on behalf of their constituents, their comments suggested that every penny above the £100 million that the pensioners received would come out of the £50 million that went to the consolidated fund. Therefore, the money would come out of the Scottish Executive's funds.

However, the reply that I received last night states:

"the £50 million … has not been retained by the Scottish Executive … this money has gone to the HM Treasury."

Therefore, the line that the committee took last week, which was that the minister should negotiate for the whole of the £176 million, seems to make sense, given the fact that everything seems to be within the gift of the Treasury.

My e-mail of 9 June also asked about the taxation of individuals who receive ex gratia benefits. I drew the attention of the minister and of the Scottish Public Pensions Agency to the rules for occupational pension schemes. Those rules contain the well established principle that, although ex gratia payments may, on the face of it, be taxable, there are ways in which that tax can legally be avoided. Basically, the money needs to be put into the approved scheme. In this case, the approved scheme is administered by Royal and Sun Alliance in Liverpool.

The reply that I received yesterday, a copy of which I will give to the clerk at the end of today's meeting, states:

"the ex-gratia payments are not a consequence of the wind-up of the STG pension schemes. They are related to the outcome of the NBC settlement where Scottish Ministers negotiated with HM Treasury to secure for Scottish pensioners an outcome in line with their English counterparts. As such, the ex-gratia payments to Scottish members are not pension scheme benefits."

Therefore, my line of inquiry about possible tax relief does not apply, because the Scottish Executive minister has stated that the benefits are not ex gratia pension benefits, but ex gratia benefits of another kind.

The letter then goes on to say:

"The STG schemes have been wound up by the Trustees, and the Trustees discharged. The Trustees have maintained over the years … that they would not further increase the benefits from the surplus."

Those are the same trustees who sought from the Finance Committee last June an indemnity for any actions that they took in winding up the scheme—an indemnity that was, I think, granted last September.

The letter goes on to say:

"I should add that the ex-gratia payments represent a concession from HM Treasury as the total surplus – net of tax – was, under the provisions of the Transport (Scotland) Act 1989, to be remitted to the UK Exchequer."

That is consistent with what the Deputy Minister for Enterprise, Transport and Lifelong Learning told us last Tuesday. He said that the Executive's advice was that the pensioners were not entitled to a penny of the surplus, and so the payments were being constructed against that advice.

The letter before us is a typical written response to a written question—it just raises new questions in my mind. If the Executive is saying that the payment is not an ex gratia pension settlement, that leads us to go back and examine what the Inland Revenue does in situations that involve ex gratia payments.

There is a presumption that ex gratia payments are taxable. I do not dispute the guidance given last week in the summary information bulletin, but there are well publicised tax reliefs. One of those is the £30,000 exemption that has been described to date as applying only in situations of termination of employment or redundancy.

I apologise for the fact that I have had only limited time to study those points. I said in my written submission that I am not a tax accountant; I am a general practitioner. I looked at the Inland Revenue's website this morning to find out what guidance it gives to employers and to people making lump-sum payments under the circumstances that we are discussing. I am left with a feeling that there are questions that the minister could take up, with either the Treasury or the Inland Revenue or both.

Usually, the Inland Revenue's pension schemes office in Nottingham would deal with this type of matter, but we are now being assured that what we are dealing with are not pension benefits, so I guess that that IR office is not relevant. An inspector of taxes deals with the affairs of the Scottish Transport Group and, I guess, with those of the Scottish Public Pensions Agency. In any event, such matters should always be considered in the light of the specific circumstances that apply, and the Inland Revenue will then give a ruling.

We have tended to rely so far on a feeling that there will be double taxation. Some individual pensioners have written to their inspector of taxes, asking, "In the event that I get an ex gratia payment from the Scottish Transport Group pension scheme, will it be taxable?" They have assumed that the payment is a pension scheme benefit. The replies from the Inland Revenue have said that such payments are indeed taxable.

As was pointed out last week, we have not had a meeting with the Deputy Minister for Enterprise, Transport and Lifelong Learning or with his advisers. The last formal meeting was held in Leith on 17 December last year. The minister referred to a rather informal meeting that was arranged at the time of the Labour party conference in Perth in February, at which he and the Minister for Enterprise, Transport and Lifelong Learning were present. However, only four members of the action group were there. I was not able to attend the meeting, even though it was held in my home town of Perth, nor were some of the other members of the group.

We have not had an opportunity to sit down with the minister and/or the minister's advisers and put these points across. We want to understand whom in the Inland Revenue they have been talking to and which provisions they have been seeking tax relief on for the pensioners.

Because of the letter that I have quoted from, the arguments that I put in my e-mail dated 9 June have been superseded. It is now clear that the payment is not a pension scheme ex gratia benefit; it is just an ex gratia payment by HM Treasury.

I listened to the committee's discussion last week and was pleased to have been invited and to have been able to hear it from such close proximity. I had expected to come and discuss with the committee the taxation of pension schemes today. I find that that avenue has, in effect, been withdrawn from me, as the letter from the Scottish Executive says:

"the ex-gratia payments … are not pension scheme benefits."

Therefore, the tax reliefs do not apply. If that is the case, then I agree with it. Clearly, the Inland Revenue office that we had in mind was not the right one to approach.

The Convener:

For the record, representatives of the Inland Revenue were invited to come along to give evidence, but said that they could not do so at short notice. In response to an inquiry by the clerk to the committee, Inland Revenue officials indicated that it may be possible to reconsider the taxation of the ex gratia payments that are to be made to the STG beneficiaries if they are asked to do so by Scottish ministers. However, it is important to emphasise that they also said that they could not guarantee a different decision. That is the official response of the Inland Revenue at this stage.

I thank Mr Scott for being here today, and invite committee members to ask any questions that they have.

Thank you. That was helpful. Given that the ex gratia payment is not part of a pension scheme and is not a pension payment, have you any indication as to how it would be defined?

Derek Scott:

I said in my written submission that this area is currently under the Inland Revenue's microscope. The practice over the years has been for the £30,000 tax-free exemption to be applied to a lot of things. I assume that the compensation paid to the 27 Scottish Transport Group executives to buy them out of a lifetime BUPA promise was not taxed. My experience as an accountant in recent years is that the Inland Revenue is increasingly seeking to tax ex gratia payments generally because it is rather frustrated at the number of times that executives in particular—I am not singling out STG executives, but referring to company executives throughout the United Kingdom—have been using the £30,000 exemption to take additional money from companies and dress it up as an ex gratia payment.

The thrust of the Finance Bill—it is still a bill as it does not have royal assent—is that the Inland Revenue does not think that the £30,000 exemption applies if somebody retires. The Inland Revenue has been looking at cases such as when an executive reaches an age when they are unlikely to work again and they take a £30,000 tax-free payment that is dressed up as something else.

The Inland Revenue has said on individual cases, and now through the forthcoming legislation, that when someone is in that retirement position the retirement rules and taxation will apply. However, the letter that I received recently from Sharon Wood said that the Scottish Bus Group payment is not a pension matter and not an ex gratia pension payment at all. I had thought that it was. There is a lot in Inland Revenue guidance about dealing with ex gratia pension payments, but the Scottish Bus Group payment is not an ex gratia pension payment; it is an ex gratia payment.

Is there any guidance on other ex gratia payments and how they would be taxed?

Derek Scott:

Guidance is obtained by explaining the circumstances of the individual payments to the Inland Revenue, which will give a ruling in writing. That explanation can be requested by the minister or by individuals. I think that it can be done by individuals now in anticipation of receiving the payment. Because of Sharon Wood's letter, I feel confident about taking up the cases of some of the individual pensioners who wrote informally—I did not draft the letter—to their Inland Revenue inspectors asking a general question to which they got a general reply, which is what I expected.

We now have circumstances that need to be opened up with the Inland Revenue to discover its position. My experience as an accountant is that these things are negotiable. They are not clear and cannot be written clearly into statute so that the statute defines what happens and sets the circumstances. The circumstances must be discussed openly with the Inland Revenue, which will give its ruling.

Rhoda Grant:

I do not think that the situation will have arisen previously in which ex gratia payments from a pension scheme are not pension payments. Do you think that the Inland Revenue might look favourably at this case, given that it would have to examine the situation as a new case altogether?

Derek Scott:

I do not have the experience to answer that. What is clear to me in this case is that the payment is coming from Her Majesty's Treasury. This is an unusual payment because the Treasury has some relationship with the Inland Revenue and that needs to be explored. I am used to taking up the case of a private employer who has made a payment to an individual or a group of individuals. The Inland Revenue looks at the facts of such cases. In this case, the Treasury is making the ex gratia payment.

The Convener:

Fergus Ewing and Sylvia Jackson want to speak. I would like members to stay on this issue. I do not want to jump backwards and forwards between different issues. We are dealing just now with the nature of the ex gratia payments and the question whether the Inland Revenue should tax them. If you have other questions, leave them for later. Are there any questions on this subject?

Fergus Ewing:

Last week, I raised with the minister my concern that widows and widowers of members of the Scottish Bus Group pension scheme would receive only 50 per cent of the payment that their partner would have received had he or she survived. The minister gave an undertaking that he would review that so that the widows and widowers could receive the whole payment. I hope that he will take into account in his review the fact that many of those people would have survived—and did survive until recently—and would have received the money had it not been for the gross delay in winding up the scheme.

In the interests of equity I hope that the minister will treat widows and widowers as generously as other pensioners. Had the payments been pension scheme payments, there might have been some legal objection, but now that Mr Scott has confirmed that they are not pension scheme payments, can you confirm that there is no legal impediment to treating widows and widowers in the same way as their loved ones had they survived?

Derek Scott:

That is correct. If the payment is an ex gratia payment that is not being made as if under the rules of the scheme, that argument falls by the wayside.

I spoke to Fergus Ewing on that point briefly after last Tuesday's committee meeting. I do not have a copy of the Official Report, but the minister seemed to be saying that the payment would be in line with the rules of the scheme. That made sense to me at that time, because I perceived it to be a pension scheme settlement. Now that it has been presented to me in writing as an ex gratia payment from the Treasury, the rule impediment falls away. Ex gratia payments can be made on whatever terms the person making the payment wishes to make them—it is their gift and they can decide on its basis.

That does not rule out an unmarried individual taking issue with the basis of the ex gratia payment, but that individual has much less of a case than they might if the payment was being made under the rules of the pension scheme. The Scottish Transport Group pension scheme is no different from most UK pension schemes, which proceed on the assumption that two people have a certain amount to live on and that if one of them dies the survivor will need only half the amount of money. I find that rather perverse given that most of the costs we face these days are fixed, regardless of whether there are one or two in the household. However, that is the basis on which most pension trusts were established and if we were using the rules of the scheme to determine such things, one would be advised very guardedly not to go beyond 50 per cent of the benefit.

Fergus Ewing:

Thank you. That was extremely helpful. I have another technical issue that arose from the advice that you have given us, which has been confirmed by the Executive, that the payments to be made are not pension scheme payments. To put it as simply as possible, is it the case that people who worked for the Scottish bus companies will have to pay tax on the payment that they get, but those people who worked for the English bus companies did not have to pay tax on the payments that they received?

Derek Scott:

I dispute the former because we are now talking about a payment from HM Treasury, and clearly none of the people worked for the Treasury. I am struggling to see the employer relationship between HM Treasury and the recipients of the ex gratia payments.

Fergus Ewing:

However, from the point of view of those in Scotland who worked for the Scottish companies—there may have been many English people who worked for the Scottish companies—unless the Inland Revenue makes some sort of deal or concession, the Scottish pensioners will be taxed whereas the English pensioners were not.

Derek Scott:

The Scottish pensioners have been told—this point is based on responses from the Inland Revenue to individual pensioners—that because they were members of the employer's pension scheme, they have to pay tax on the ex gratia payment. The current situation is that the payment will come from the Treasury, which was not the employer or former employer of any of the individuals. I see a new line of inquiry opening up because the ex gratia payment is not coming from the Scottish Transport Group. The Inland Revenue might have a position on that—I have not asked the question so I do not know the answer.

The position in England and Wales is that the National Bus Company pension scheme was reconstituted as a result of the legal challenge and therefore the settlement was paid out through the approved pension scheme—through Standard Life in Edinburgh, which acts in the same capacity as Royal and Sun Alliance does in the Scottish Transport Group pension scheme—and therefore the tax exemptions that Standard Life enjoys continue to apply to those payments. It appears from all the correspondence that we have seen and the offer now being made to anyone over 50 to take a lump sum tax-free entitlement that they will not be taxed. The only element of taxation that I can see on the English and Welsh beneficiaries is when someone has sufficient income, including pension, to pay annual income tax, they may pay some income tax on their pension that has been increased through the process. Where lump sums are being paid, the pensioners can use the tax-free Inland Revenue limits; as none of the individuals of whom we are aware comes anywhere near those limits, the pensioners therefore receive tax-free lump sums.

Dr Jackson:

I am a little unclear about the negotiations between the minister and the Treasury or Inland Revenue. From what you told us of what the Inland Revenue said, convener, it appears that it will consider the tax element if it has an indication that it should do so from the Scottish ministers—I think that that is how you put it.

I do not have the Official Report of last week's meeting in front of me, but, although the minister was a little unclear, I got the impression that he was willing to go back and talk about a number of issues. The extra £8 million was one such issue. He certainly indicated that the Executive made a proposal about the tax element, but I am not sure whether that proposal was put to the Treasury or the Inland Revenue. I think that the civil servant said that that proposal had not been successful, but I pointed out that the evidence that had been given to the Public Petitions Committee was, in my view, pretty impressive. That evidence suggested that there were reasons why the Scottish agreement was not comparable with the agreement that was reached down south. Eventually, we found out that the meeting had been held after the minister had spoken to either the Treasury or the Inland Revenue.

I would like more clarity about what the minister is going to do and whom he is going to talk to and, particularly now that we have received new information, whether the ex gratia payments are from the Treasury or from the pension scheme. I would like to know how we can find out that information and get that clarity.

Mr Scott cannot answer those questions. We have so much information that our problem is how to bring it together—

That is what I was trying to do.

The Convener:

We should do that so that we can find out how the committee can be of assistance.

It seems to me that the new information that we received this morning about the nature of the ex gratia payments changes the whole discussion. If I remember correctly, one of the petitioners' demands was that they and their representatives would have appreciated the chance to meet the minister and to go over in detail questions about the ex gratia payments, such as why they were being taxed. There is no reason why the committee cannot recommend to the minister that such a meeting should take place. He should concede that point, meet them and discuss with them the detail of the latest information and its implications.

We could also address a number of other issues. The issue of the £50 million was raised. The minister hinted that the £50 million was still on the agenda, but he did not say that it was.

In December 2000, the Treasury agreed to take £50 million. As far as I can make out, the minister indicated that the Treasury's position is still that it will keep the £50 million, but it is prepared to talk to Scottish ministers about that.

Derek Scott:

Can I, as an accountant, put some numbers on that issue? I am concerned about whether £124 million or £126 million is on the table. The basic rate of income tax that must be deducted under pay as you earn is 22 per cent. If 22 per cent tax were applied to those figures, we would be back down to a figure that is under £100 million, which is the amount that we were offered in December 2000. Until now, we thought that we were getting somewhere because we seemed to be getting at least some of the investment return that has been earned on those moneys. The December 2000 figure was based on a March 2000 pension scheme figure. We are very grateful for the reduction in tax on pension surplus from 40 per cent to 35 per cent, but because of double taxation, we will end up with a settlement that is no better—it is actually slightly worse—than the settlement that we were offered in December 2000.

I want to be clear that the £50 million that the Treasury said that it would keep is part of the December 2000 agreement. Was that £50 million to cover taxation?

Derek Scott:

No.

Are you saying that the money for taxation is in addition to the £50 million, which the Treasury will keep, and that the Treasury will tax the payments that are made to the pensioners?

There are two elements to the tax: corporation tax and income tax on individual pensioners.

Is the £50 million for corporation tax?

Derek Scott:

The £50 million is a surplus, after employer's tax has been paid. It is money that the Treasury—

Therefore, the Treasury gets money for corporation tax, it taxes the payments that are made to the pensioners and it gets £50 million out of the surplus.

Derek Scott:

Yes.

Dr Ewing:

I will follow up with Mr Scott a good question that Sylvia Jackson raised at last week's meeting. Our briefing paper says:

"The Executive has explored in some depth with the Inland Revenue the possibility of tax free payments to STG beneficiaries."

It explored that before the latest change. The paper also says:

"However, the Inland Revenue has made it explicitly clear that they see no reason to make any concessions in this case. Further, they do not consider that the facts are so unique as to justify any special treatment."

Sylvia Jackson and others want to ask what amounts to special treatment.

The Convener:

I did not speak to the Inland Revenue, but I understand that it would be prepared to discuss the exemptions, if ministers raised the issue. The situation is becoming extremely urgent. The committee will not meet again until after the recess. The minister's meeting with the Inland Revenue will take place over the summer. All that we can do is seek to influence the minister's position in that meeting by adopting a series of recommendations.

I suggest that, before the minister meets the Inland Revenue, he should meet the petitioners and their representatives to discuss his negotiating position. We can make recommendations on other points that continue to concern people, as committee recommendations to the minister.

I suggest that we continue to pursue the possibility of a direct meeting between the minister and his advisers, on one side of the table, and the Scottish Transport Group pensioners action committee and its advisers, on the other side.

The Convener:

I thought that I just suggested that as the first recommendation that the committee should make. The matter is detailed and complex and must be resolved round a table by people who know what they are speaking about. Unless any committee member has a different opinion, I suggest that our first recommendation should be that the minister arranges a meeting between himself and his advisers, and the Scottish Transport Group pensioners and their advisers, to discuss his negotiating position with the Inland Revenue. Is that agreed?

Members indicated agreement.

Dennis Canavan:

I want to clarify some matters with Derek Scott before he finishes his evidence. Do paragraphs 3 and 5 in the e-mail that he sent to Scottish ministers on 9 June remain relevant? We have established that the ex gratia payments will come not from the pension fund, but from the Treasury. Paragraph 3 of that e-mail says:

"it is the Government's act of privatisation which led to the individuals and their beneficiaries being excluded from future service in the STG Pension Fund after 1993."

Paragraph 5 refers to the possibility of treating the payments similarly to compensation for mis-sold pensions. You were correct to say that the employees were never employed directly by the Treasury, but they were employed by a publicly owned company. Is that relevant?

Derek Scott:

Sharon Wood has answered that point. Her letter says:

"Turning to the issue of compensation for mis-sold pensions. The Executive cannot find any evidence to confirm that the STG played a part in mis-selling pension schemes to their pension scheme members."

We have not brought evidence of that. I was just drawing an analogy with what happened between 1988 and 1994, which was when the STG pensioners gave away their share of a surplus through a rule change.

Dennis Canavan referred to that last Tuesday. The rule change was passed at a meeting of members that was held in Edinburgh. That meeting was scheduled for 9.30 on a Tuesday morning, when most bus drivers, bus mechanics and office workers had a job to do. We have copies of internal memoranda of that time that were sent to employers. Employers were not to give staff paid leave of absence to attend that meeting. As a result, our intelligence is that fewer than 100 people, from an active work force of 9,000, attended the meeting to vote away the right to a share of the surplus.

That meeting took place before the Transport (Scotland) Act 1989 was passed. It was an important part of the process. That act delivered something that the rules allowed. I cannot find fault with the act or draw an analogy with mis-selling on that point.

We said when we came to the committee in May that we reserve our right to take legal action, and I am grateful that that point was put to the Deputy Minister for Enterprise, Transport and Lifelong Learning last week. His advice was that if legal action commences, the payments will stop. That is the sort of threat that has been made to us.

We do not want this morning's discussion to lead to further delay. We have been promised that letters will be sent to all eligible members by the end of July, and we have been promised at least interim payments in August. That can all proceed even if we have not resolved the taxation issue or the question of the type of compensation that it is. At the end of the day, if we are able to prove that tax should not be paid, that tax can be recovered, so the tax issue is no reason to delay making payments to pensioners, some of whom may have only a few months to live.

Despite the reply that you received from Sharon Wood—which, unfortunately, I have not seen—are there still options to be explored, such that the payments that are to be made to the pensioners might be tax free?

Derek Scott:

Yes, but the Inland Revenue exemption for pensions mis-selling is specific—it is for people who are mis-sold private personal pensions. We are not dealing with private personal pensions; we are dealing with an occupational scheme. I drew an analogy about the timing being similar to the timing in which the changes were made to the detriment of the members we are representing today. Interestingly, that was an example where the Inland Revenue conceded that such compensation should be tax free.

I do not have an answer to Winnie Ewing's question on special circumstances. Each set of circumstances has to be explained to the Inland Revenue, and if one is successful, one is added to the list of special circumstances. If one is unsuccessful, the list of special circumstances remains relatively short. So far—and it is not my area of practice—I have come up with only a couple of examples: war widows compensation and pensions mis-selling. Another example concerned police pensions, where the Inland Revenue did not capitulate and pension adjustments were taxed, so it would not be the first time that pension-related payments have been taxed. However, the letter from Sharon Wood leads me to believe that the payments we are discussing are not pension payments; they are ex gratia payments from the Treasury, which was not the employer. That is a line of argument that I have not seen developed with the Inland Revenue.

The Convener:

I am trying to find a way to bring this topic to a conclusion, because we have already agreed that the minister and his advisers should meet the pensioners and their advisers. We can make a number of other recommendations. First, we can recommend that this committee believes that the minister should seek to renegotiate the £50 million that has been agreed with the Treasury to be redistributed to the pensioners as part of the settlement. Do members agree?

Members indicated agreement.

Secondly, we could recommend Fergus Ewing's point that widowers and widows should be treated equally in the final settlement. Is that acceptable to the committee?

Members indicated agreement.

Thirdly, we could recommend that the payments should be tax free, because they are non-pension ex gratia payments, and it is open to the Inland Revenue to rule that they should be exempt from tax.

Could you also recommend that the minister should negotiate based on all the evidence that has been given to the Public Petitions Committee?

The Convener:

I was just saying that. Since the Inland Revenue has indicated to the committee that it would be prepared to renegotiate the issues if it was asked to do so by Scottish ministers, we are recommending that Scottish ministers should seek those renegotiations. Have I missed any points?

Could we emphasise that we would like the meeting between the pensioners and the minister to take place first, because they are the people who know the details?

Absolutely. That meeting must happen before the minister speaks to the Inland Revenue or anybody else.

And should happen as soon as possible.

And should include their adviser.

Yes.

Fergus Ewing:

Perhaps we could ask the minister to remind his counterpart Gordon Brown of Mr Brown's remarks in an article in the Daily Record on 12 October 1989. He asked who would receive the surplus of the pension scheme, and stated:

"NOT the workforce … NOT the … pension fund, either.

But the Government.

It makes you wonder just who privatisation is for."

Perhaps it would be helpful to remind Mr Brown of the remarks that he made when he did not hold such an important position.

The Convener:

We cannot write the minister's brief for him; the points that he makes are entirely up to him. However, I forgot to say that I am concerned about the minister's position that the payments will be suspended if the pensioners take legal action. Derek Scott's evidence suggests that that was not the case with the National Bus Company. Even though there was a legal challenge, payments continued to be made.

Derek Scott:

The legal action started in 1995 and was concluded in October 2001. The interim payments began in August 2000. However, I suppose that that decision was made because the legal action was proceeding in a particular way. Even though the case had not reached a final determination, the authorising parties were sufficiently confident about the outcome to start making interim payments, which were given first to pensioners in greatest need. Although that is not a totally compelling precedent, it serves as an example of how the process did not come to a dead halt just because the case was going through the courts.

The petitioners would have the committee's full support if they pursued that issue with the minister at their meeting.

Does anyone have any final comments?

I just want to thank the committee for all its help.

Thank you. I also want to thank Mr Scott for helping us through a very technical and difficult subject.