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Lord
Tenterden CJ in Collier v Hicks (1831) 2 B & Ad 663
that: 'Any person, whether he be a professional man or
not, may attend as a friend of either party, may take
notes, may quietly make suggestions, and give advice
… '.
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R v
Leicester City Justices, ex p. Barrow [1991] 2 QB 260
(CA)
where it was said that – 'if a party arms himself with assistance in order the
better himself to present his case, it is not a question
of seeking the leave of the court. It is a question of
the court objecting and restricting him in the use of
this assistance, if it is clearly unreasonable in nature
or degree or if it becomes apparent that the 'assistance'
is not being provided bona fide, but for an improper
purpose or is being provided in a way which is inimical
to the proper and efficient administration of justice by,
for example, causing the party to waste time, advising
the introduction of irrelevant issues or the asking of
irrelevant or repetitious questions.'
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In Re H
(Chambers Proceedings: McKenzie Friend) [1997] 2 FLR 423
the Court of Appeal held that a Recorder should not have
refused to allow a father to have a McKenzie friend in an
application for contact to his daughter heard in
chambers.
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In Re G
(Chambers Proceedings: McKenzie Friend) [1999] 2 FLR 59
the Court of Appeal upheld the decision of Waite J to
refuse to allow a party to wardship proceedings to have a
McKenzie friend on the basis that the decision as to who
was permitted to be present in a chambers matter was one
for the judge alone. The case was an unusual one in that
the proposed McKenzie friend was a solicitor who was to
be paid for his services but did not wish to put himself
on the record. Although not reported until 1999 the
appeal was actually heard in July 1991 and therefore
preceded Re H (Chambers Proceedings: McKenzie Friend).
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In Re M
(Contact: Family Assistance: McKenzie Friend) [1999] 1
FLR 75
the Court of Appeal held that a father
should have been allowed a McKenzie friend on an
application for contact and other orders. Ward LJ (with
whom Roch LJ agreed) stated that it was 'a matter of
regret' that the father had been denied the assistance of
a McKenzie friend and said (p.77) that: 'Provided the
McKenzie friend acts with restraint he is often a useful
assistant to the conduct of litigation'. Re H was cited,
but not Re G.
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In R v Bow
County Court ex p. Pelling [1999] 2 FLR 1126(in
which both Re H and Re G were cited) the Court of Appeal
stated that a litigant in person should be allowed to
have the assistance of a McKenzie friend in proceedings
heard in public unless the judge was satisfied that
fairness and the interests of justice did not require it;
the position was the same in relation to proceedings in
chambers unless the proceedings were in private, in which
case the nature of the proceedings might make it
undesirable in the interests of justice for a McKenzie
friend to assist. The court said that a judge should give
reasons for refusing to allow a litigant in person the
assistance of a McKenzie friend.
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In Re H
(McKenzie Friend: Pre-Trial Determination) [2001] EWCA
Civ 1444, [2002] 1 FLR 39, the judge refused the
father's application to be assisted by a McKenzie friend
on the ground that, having listened to and observed the
proposed McKenzie friend, he felt that, with the father
on his own, the hearing would be fairer, and less
adversarial and legalistic. Allowing the father's appeal
the Court of Appeal stated that the presumption in favour
of permitting a McKenzie friend was a strong one. The
argument in the court below had necessarily been an
adversarial and legalistic one and, since it was unusual
for a respondent to oppose an application for McKenzie
assistance, as the mother had done vehemently, it was
possible that she had contributed to the adversariality.
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Mr
O'Connell, Mr Whelan and Mr Watson[2005] EWCA Civ 759,
[2005] 2 FLR 967
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A number of principles were
established:
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The purpose of
allowing a litigant in person the assistance of a
McKenzie friend is to further the interests of justice by
achieving a level playing field and ensuring a fair
hearing. The presumption in favour of allowing a litigant
in person the assistance of a McKenzie friend is very
strong. Such a request should only be refused for
compelling reasons and should a judge identify such
reasons, she/he must explain them carefully and fully to
both the litigant in person and the would-be McKenzie
friend.
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Where a litigant in
person wishes to have the assistance of a McKenzie friend
in private family law proceedings relating to children,
the sooner that intention is made known to the court and
the sooner the court's agreement for the use of the
particular McKenzie friend is obtained, the better. In
the same way that judicial continuity is important, the
McKenzie friend, if she/he is to be involved, will be
most useful to the litigant in person and to the court if
she/he is in a position to advise the litigant
throughout.
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It is not good
practice to exclude the proposed McKenzie friend from the
courtroom or chambers whilst the application by the
litigant in person for her/his assistance is being made.
The litigant who needs the assistance of a McKenzie
friend is likely to need the assistance of such a friend
to make the application for her/his appointment in the
first place. In any event, it is helpful for the proposed
McKenzie friend to be present so that any concerns about
him can be ventilated in her/his presence, and so that
the judge can satisfy herself/himself that the McKenzie
friend fully understands her/his role (and in particular
the fact that disclosure of confidential court documents
is made to her/him for the purposes of the proceedings
only) and that the McKenzie friend will abide by the
court's procedural rules.
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In this context it
will always be helpful for the court if the proposed
McKenzie friend can produce either a short curriculum
vitae or a statement about herself/himself, confirming
that she/he has no personal interest in the case, and
that she/he understands both the role of the McKenzie
friend and the court's rules as to confidentiality.
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The following do
not, of themselves, constitute 'compelling reasons' for
refusing the assistance of a McKenzie friend:
(1) that the litigant in person appears to
the judge to be of sufficient intelligence to be able to
conduct the case on his own without the assistance of a
McKenzie friend;
(2) that the litigant in person
appears to the judge to have a sufficient mastery of the
facts of the case and of the documentation to enable him
to conduct the case on his own without the assistance of
a McKenzie friend;
(3) that the hearing at which the
litigant in person seeks the assistance of a McKenzie
friend is a directions appointment, or a case management
appointment;
(4) that the proceedings are
confidential and that the court papers contain sensitive
information relating to the family's affairs.
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FPR,
r.10.20A.
The rule which governs the
communication of information relating to any proceedings
held in private to which the FPR apply where the
proceedings—
(1)
relate to the exercise of the inherent jurisdiction of
the High Court with respect to minors;
(2) are brought under the
Children Act 1989; or
(3) otherwise relate wholly or
mainly to the maintenance or upbringing of a minor.
The rule expressly permits the
communication of any information relating to the
proceedings by a party to the proceedings to a 'lay
adviser or McKenzie friend'. A lay adviser is defined by
the rule as 'a non-professional person who gives lay
advice on behalf of an organisation in the lay advice
sector' and McKenzie friend as 'any person permitted by a
court to sit beside an unrepresented litigant in court to
assist that litigant by prompting, taking notes and
giving him advice'.
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