• Lorem ipsum dolor

    Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor.

    Dragonfly symbol representing Jessica Susan Hill McKenzie Friend Services

Technical Matter Guide

Procedure, PD12J and 2026 bundle rules checked 26 September 2026

Schedules and statements of issues in Family Court: narrowing the dispute, linking evidence to decisions and separating issues from allegations

A schedule or statement of issues helps identify the questions which genuinely require judicial determination. Its purpose is not to repeat every complaint made by the parties. It should reduce the case to the factual, procedural, safeguarding and welfare questions that must be resolved before the court can make the order sought.

Current 2026 position: PD27A formally requires an agreed statement of the issue or issues to be determined both at the present hearing and at the final hearing. Unless the court specifically directs otherwise, the formal statement of issues is limited to 2 pages. At final hearing it must be a single document agreed by all parties; where wording cannot be agreed, the disagreement and competing positions should be recorded in the document rather than producing rival issue lists.
1

What does “issue” mean in a Family Court case?

An issue is a question which the court needs to resolve in order to decide the application or manage the proceedings.

It may be:

  • a factual issue;
  • a safeguarding or risk issue;
  • a welfare issue;
  • a procedural issue;
  • an evidential issue;
  • or a question about the order or direction which should be made.
Factual issue Does the court need to determine what happened before it can assess risk or welfare?
Safeguarding issue Is there an identified risk of harm and what protective measures, if any, are required?
Welfare issue Which arrangement best promotes the child's welfare in light of the established evidence?
Evidence issue Is additional evidence genuinely necessary to determine a live question?
Procedural issue Does the case require fact-finding, disclosure, a section 7 report, participation directions or another procedural step?
Order issue Should an existing order continue, vary, discharge or be replaced by another arrangement?

Draft issues as questions

An issue often becomes clearer if it can be written as a question:

Is a fact-finding hearing necessary and proportionate?
What interim arrangements are safe pending final determination?
Is further Cafcass work necessary?
What final child-arrangements order best meets the child's welfare needs?

A disagreement is not automatically an issue

Parents may disagree about hundreds of things.

The court does not necessarily have to determine all of them.

Ask:

If the judge answered this question one way or the other, would it affect the legal, safeguarding, welfare or procedural decision before the court?

If not, it may not belong in the formal issue list.

Current hearing versus final hearing

PD27A requires the formal issue document to identify:

  • the issue or issues to be determined at the present hearing; and
  • the issue or issues which ultimately require determination at final hearing.

Example

Directions hearing issue:
Is a section 7 addendum required and, if so, what questions should it address?

Final hearing issue:
What arrangements for the child's time with each parent best meet the child's welfare needs?

The first is a case-management question. The second is the substantive welfare question.

2

Building a useful issues schedule

Start with the legal and procedural architecture of the case rather than with a list of complaints.

Work through the case in this order

APPLICATION → ORDER SOUGHT → AGREED FACTS → DISPUTED MATERIAL FACTS → SAFEGUARDING QUESTIONS → EVIDENCE NEEDED → WELFARE QUESTIONS → FINAL ORDER.

Step 1: identify the application

Ask what is actually before the court.

For example:

  • C100 application for a Child Arrangements Order;
  • C2 application to vary an existing order;
  • C79 enforcement application;
  • application for a Prohibited Steps Order;
  • Specific Issue Order application;
  • or another application properly before the court.

Step 2: identify what has already been decided

Read the latest order and any relevant judgment.

Remove questions which have already been:

  • determined;
  • admitted;
  • agreed;
  • withdrawn;
  • or rendered irrelevant by a later order.

Step 3: separate the current hearing from the whole case

Question Example
Issue today What disclosure is necessary before witness statements are filed?
Issue before fact-finding What disputed key facts actually require judicial determination?
Issue after findings What risk assessment or further welfare evidence is required?
Final issue What child arrangements should the final order provide?

Step 4: keep the formal document short

Under PD27A, the default maximum length of the statement of issues is 2 pages.

That is a strong signal that the formal document should contain the questions, not pages of supporting argument underneath each question.

A working schedule can be more detailed

During preparation, it can be useful to create a fuller analytical table:

Issue Party A position Party B position Evidence Decision required
Whether further school disclosure is required Necessary to assess disputed attendance/presentation issue Existing records sufficient C112–C128 Further disclosure / no further disclosure

That fuller schedule may assist preparation, negotiation and drafting.

The filed PD27A statement of issues can then be distilled from it.

3

Statement of issues, allegations table, chronology and position statement are different documents

Document Main question it answers
Statement / schedule of issues What does the court need to decide?
Chronology What happened, and when?
Witness statement What evidence does this witness give?
Position statement What is this party's position at this hearing, and what order do they seek?
Allegations / factual-dispute table What specific or pattern-based factual complaints require response or potentially determination?

One allegation can generate a wider issue

Allegation:
One party alleges a pattern of coercive and controlling behaviour.

Issue:
Does the court need to determine disputed domestic-abuse allegations in order to provide a proper factual basis for risk assessment and the welfare decision?

Those are not the same document or question.

Avoid framing the issue so that it assumes the answer

Less useful:

“Father's deliberate campaign to alienate the children.”

That is an assertion, not a neutral issue.

Depending on the case, the issue may instead be:

“What explains the deterioration in the children's relationship with Mother and what, if any, welfare intervention is required?”

Avoid “issue inflation”

Ten allegations do not necessarily create ten separate welfare issues.

Fifty disputed messages do not create fifty legal questions.

Look for the underlying decision:

what factual platform is necessary → what risk follows → what welfare question must then be answered?

4

Domestic abuse, fact-finding and the 2026 move away from rigid incident lists

The January 2026 amendments to PD12J are important here.

The rules no longer frame the exercise through the traditional term “Scott Schedule”.

Instead, where fact-finding is necessary, paragraph 19 requires the court to consider whether the key facts in dispute can be contained in a schedule or table.

The current PD12J approach

The schedule or table may set out:

what the applicant alleges → specific events and/or examples of a pattern of coercive and controlling behaviour → the issues to be tried → the respondent's response.

The express purpose is to help the judge consider alleged abuse holistically, rather than focusing only on isolated incidents.

First ask whether fact-finding is necessary

PD12J requires the court to determine whether a fact-finding hearing is necessary and proportionate.

Relevant questions include:

  • whether admissions already provide a sufficient factual basis;
  • whether other available evidence provides a sufficient factual basis;
  • the nature of the disputed allegations;
  • whether they would be relevant if proved;
  • what evidence is needed to resolve them;
  • and whether separate fact-finding is proportionate.

Re H-N: patterns and context

Re H-N and Others (Children) (Domestic Abuse: Finding of Fact Hearings) [2021] EWCA Civ 448 remains important because it emphasises that coercive and controlling behaviour may need to be evaluated as a pattern rather than as a collection of isolated incidents.

The 2026 wording of PD12J now reflects that principle expressly.

The factual-dispute table is not the PD27A statement of issues

This distinction matters.

PD27A statement of issues

A concise agreed preliminary document identifying the issues the court needs to determine at the hearing and at final hearing.

Default limit: 2 pages.

PD12J allegations / factual-dispute table

Where directed and useful, a schedule or table identifying key factual complaints, examples of any pattern and the responding party's position.

Its purpose is evidential case management for disputed domestic-abuse facts.

Findings should ultimately answer the risk and welfare questions

PD12J requires findings of established domestic abuse, where practicable, to address the nature and degree of the abuse and its effect on the child, parents and other relevant persons.

The purpose is not a historical verdict detached from welfare.

The factual exercise should provide a reliable platform for decisions about risk and future arrangements.

5

Link every issue to the evidence or decision it genuinely requires

An issues schedule becomes especially useful when it prevents unnecessary evidence being ordered.

Issue Existing evidence Gap Direction required?
Child's current school presentation School records to July Current term information Focused school update may be required
Whether prior findings affect current risk Fact-finding judgment + Cafcass report Report does not address identified findings Clarification / focused addendum may be considered
Current child arrangements Latest order + evidence of arrangements None No further evidence may be needed

Issue-led evidence planning

For each proposed evidential direction ask:

Which live issue does this evidence answer?
What do we already have?
What is genuinely missing?
Could the issue be decided without it?
Is the request proportionate?
What delay will obtaining it create?

Section 7 reports

The issue list can help define the scope of a Cafcass or local-authority report.

Rather than requesting:

“a full report on everything”,

identify the welfare questions the report needs to assist with.

PD12J expressly says that any request for a section 7 report in a domestic-abuse case should clearly set out the matters the court considers need to be addressed.

Disclosure

The issue list should also discipline disclosure.

A request for records should be linked to:

  • a live issue;
  • a relevant source;
  • a proportionate date range;
  • and a clear explanation of what the material may assist the court to determine.

Experts

The same approach applies before asking for expert evidence.

Define the question first.

Then consider whether the court genuinely requires expert assistance to answer it.

Issues evolve

An issue list is not frozen for the entire proceedings.

As cases progress:

  • some issues are resolved;
  • findings create a settled factual platform;
  • new evidence may create a genuinely new issue;
  • interim arrangements may remove an earlier dispute;
  • or a professional assessment may narrow what remains.

Who prepares the agreed statement of issues?

Under PD27A, the applicant will usually take the lead in preparing the documents which must be agreed.

However, where the applicant is a litigant in person and another party is represented, the represented party must take the lead.

6

The JSH Law issues audit

Seven-layer issues test

1. JURISDICTION
What application or order gives rise to this question?

2. DECISION
Does the judge actually need to answer it?

3. STATUS
Has it already been agreed, admitted, found or decided?

4. EVIDENCE
What existing material allows the court to answer it?

5. GAP
What evidence, if any, is genuinely missing?

6. WELFARE / PROCEDURE
What difference will resolving the issue make to the child or the management of the proceedings?

7. OUTCOME
What order or direction may follow from the answer?

Example formal statement of issues

No. Issue to be determined
1 Whether a fact-finding hearing is necessary and proportionate before the court can determine final child arrangements.
2 What interim arrangements for the child's time with each parent are safe and consistent with the child's welfare pending final determination.
3 Whether further Cafcass assessment is required and, if so, the questions the assessment should address.
4 What final child-arrangements order best promotes the child's welfare.

Detailed working issue matrix

Issue Agreed? A position B position Evidence Decision / direction needed
Need for further Cafcass work No Addendum needed on defined risk issue Existing report sufficient Report C1–C24; findings B40–B48 Addendum / oral clarification / no further report

Common mistakes

Mistake Better approach
Every complaint becomes an issue Ask whether the court actually needs to decide it.
Issues are drafted as accusations Draft neutral questions without assuming disputed facts.
Issues and allegations are mixed together Keep the high-level judicial questions separate from any detailed factual-dispute table.
Settled issues remain in the list Remove or mark matters already agreed, admitted or determined.
Argument is inserted under every issue Keep the formal statement concise; use position statements for each party's submissions.
Evidence is requested without an issue Link every disclosure or assessment request to a question requiring determination.
Domestic abuse is fragmented mechanically Preserve pattern, context and the alleged cumulative effect in accordance with current PD12J.

30-point checklist

1. What application is before the court?
2. What order does each party seek?
3. What has already been decided?
4. What has been agreed?
5. What has been admitted?
6. What findings already exist?
7. What questions genuinely remain?
8. Does the court need to answer each one?
9. Can each issue be written as a neutral question?
10. Have I avoided assuming disputed facts?
11. Which issues need to be determined at this hearing?
12. Which issues remain for final hearing?
13. Is fact-finding necessary?
14. If so, which key facts actually require determination?
15. Does any domestic-abuse issue involve a pattern rather than isolated events?
16. What evidence already exists for each issue?
17. What evidence is genuinely missing?
18. Is further disclosure proportionate?
19. Is further Cafcass work necessary?
20. Is expert evidence genuinely required?
21. What does the child need the court to resolve?
22. What interim decision follows from each issue?
23. What final decision follows?
24. Have obsolete issues been removed?
25. Have I separated allegations from issues?
26. Have I separated party positions from the neutral issue list?
27. Is there a single agreed document where required?
28. Are disagreements shown accurately within that document?
29. Is the formal statement within the two-page limit unless otherwise directed?
30. Could a judge unfamiliar with the case understand within two minutes what still needs deciding?

Primary sources and official guidance

  1. Practice Direction 27A — Family Proceedings: Court Bundles — current 2026 requirements for the agreed statement of issues, two-page limit, agreement, bundle references and preliminary documents.
  2. Family Procedure Rules — Part 1 — overriding objective and active case management, including identifying the issues at an early stage and deciding which require full investigation.
  3. Family Procedure Rules — Part 4 — court case-management powers, including issue management and directions.
  4. Practice Direction 12B — Child Arrangements Programme — private-law children case management, identifying issues and progressing the case towards safe resolution.
  5. Practice Direction 12J — Domestic Abuse & Harm — determining whether fact-finding is necessary, identifying key disputed facts and the current approach to schedules or tables of domestic-abuse allegations.
  6. Re H-N and Others (Children) [2021] EWCA Civ 448 — pattern, context and proportionality in domestic-abuse fact-finding.
  7. Children Act 1989 — section 1 — welfare framework against which substantive children issues ultimately require determination.
  8. Judiciary — Preparing Court Bundles for Family Proceedings: Guide for Litigants in Person — practical guidance accompanying the current PD27A regime.

Does your case contain dozens of disputes but no clear list of what the court actually needs to decide?

JSH Law can help separate the noise from the issues.

Support can include reviewing applications and orders, identifying what has already been decided, separating allegations from substantive issues, mapping each issue to the available evidence and identifying proportionate directions where material gaps remain.

In safeguarding cases, we can also help organise factual disputes without losing the context or pattern of alleged coercive and controlling behaviour.

The aim is to make the case easier to manage: what does the court need to decide → what evidence does it need → what welfare consequence follows → what order is required?

Book a Free 15-Minute Consultation
Information notice: This page provides general legal and procedural information for England and Wales. It is not legal advice about which issues should be determined in an individual case. Always follow the latest sealed court order. The court may define the issues itself, require a particular form of statement or schedule, limit the scope of fact-finding or direct how the parties are to prepare an agreed document. A statement or schedule of issues is not evidence. It should not convert disputed allegations into findings or substitute for witness statements, professional records or other evidential material. Where domestic abuse is alleged, the need for and scope of any fact-finding hearing are matters for the court. Current PD12J requires consideration of whether factual determination is necessary and proportionate and recognises that coercive and controlling behaviour may need to be considered as a pattern rather than as isolated incidents. JSH Law provides non-reserved legal services, litigation support and McKenzie Friend assistance to litigants in person. JSH Law is not an SRA-authorised solicitors' firm and does not provide regulated solicitor representation or conduct litigation on your behalf.

Most Recent Entries