The Claimant has an underlying long-term mental health disability. It has for long periods been controlled by medication. However, there were periods during her employment with the Respondent when it became symptomatic in a way which affected her fitness to work. In early 2011, at a time when she was off sick, an OH doctor advised that the deterioration in her mental health was caused by aspects of her working environment in her current role, and that she was not fit to return to that role, but would be fit to return to a different role, which he recommended should be found for her. The Tribunal found that the Respondent could and should then have redeployed her to another suitable role that she was fit to perform, in the period from April 2011. However, it did not do so and that was found to amount to a failure to comply with the duty of reasonable adjustment.
By August 2011 the Claimant’s mental health had deteriorated to the point that she had become unfit for any role, and the Tribunal found that there was no failure to comply with the duty of reasonable adjustment thereafter. Her unfitness led to her dismissal. The Tribunal found the dismissal to be fair. The dismissal was not found to be an act of unlawful discrimination.
For the purposes of remedy for the failure to comply with the duty of reasonable adjustment, the Claimant contended that, had the Respondent complied with its duty and redeployed her, in the relevant time window, her mental health would, or might, not have then deteriorated to the point when she became unfit for any role; and her employment would, or might, not have ended when it in fact did. She applied for permission to adduce expert evidence in that connection. The Tribunal directed that, for her application to be considered, she needed to obtain and table an expert report, based solely on a review of the existing medical records. The Claimant having done so, the Tribunal, on the basis of an appraisal of that particular report, refused her application.
Held: The Tribunal had correctly adopted the test, in CPR 35, of whether expert evidence on the issue was reasonably required. But it should have decided, first, whether, in principle, expert evidence should be permitted on the issue, applying that test. If the answer to that was ‘yes’, it should then have gone on to give appropriate directions in respect of such expert evidence, taking account of the guidance in De Keyser v Wilson [2001] IRLR 324. That might have included the obtaining of a joint report, or those of experts on both sides, based on the expert(s) seeing the Claimant, as well as reviewing historic records, and the opportunity for questions to be raised of the expert(s). The Tribunal’s approach resulted in unfairness, because it proceeded in the wrong order, based its decision on its appraisal of a more limited report, and pre-empted the task of assessing the actual full expert evidence, which should have fallen to the full Tribunal at the Remedy Hearing itself.
In any event the Tribunal wrongly concluded wrongly that the limited report, and any future report, could not be of any assistance on this issue, so that the ‘reasonably required’ test was not met. The nature of this issue in this case is such that the only proper conclusion was that expert evidence is reasonably required in relation to it, and, having been requested, should have been permitted, in principle, with directions to follow. Royal Bank of Scotland v Morris UKEAT/0436/10 considered.
Accordingly, the appeal was allowed, and a decision that expert medical evidence be permitted on this issue was substituted.
Citations:
[2019] UKEAT 0114 – 19 – 1209
Links:
Bailii
Jurisdiction:
England and Wales
Employment
Updated: 27 November 2022; Ref: scu.650894