EAT Sex Discrimination – Inferring discrimination.
Judges:
The Honourable Lord Johnston
Citations:
EAT/819/99 and EAT/820/99
Links:
Jurisdiction:
England and Wales
Discrimination
Updated: 17 May 2022; Ref: scu.255296
EAT Sex Discrimination – Comparison
The Honourable Mr Justice Keith
UKEAT/254/03/MAA
England and Wales
Updated: 16 May 2022; Ref: scu.190163
EAT Disability Discrimination – Disability
His Honour Judge David Pugsley
EAT/995/99
Updated: 16 May 2022; Ref: scu.168188
The applicant was given notice on 3rd February 1983 terminating his employment on 28th February 1983. The question arose on appeal whether the date of the notice or the date when he left employment was the relevant date.
Held: With a discriminatory dismissal, time does not run until the notice of dismissal has expired and the employment ceased: ‘ The act complained of here is the dismissal of the applicant and the short point is: for the purposes of the Race Relations Act 1976, did that dismissal occur on 3 February, when notice was given, or 28 February, when the employment was terminated? We have been referred, in this context, to Dedman v. British Building and Engineering Appliances Ltd. [1974] I.C.R. 53, which dealt with the effective date of termination of a contract, and we find that decision and, indeed, definitions which occur in the Employment Protection (Consolidation) Act 1978 of no help to us in this case, because Dedman’s case is dealing with a different section, and the definitions in the Act of 1978 cover matters on which the Race Relations Act 1976 is silent. It appears to us that we have to approach the construction of the Act of 1976 by considering what was the mischief that Parliament was intending to cover by providing that it was unlawful to discriminate against an employee by dismissing him.
Putting it quite shortly, it seems to us that the mischief which Parliament was intending to cover by those provisions was that of a person finding himself out of a job because of racial or other discriminatory grounds. If that be right (and it appears to us that it is), then the act complained of is the termination of employment and accordingly the effective date for considering when time starts to run is the date when the man finds himself out of job rather than the date when he is given notice.’
Balcombe LJ said: ‘That is sufficient to dispose of this appeal but, in case it goes elsewhere and in order to give proper respect to the able arguments which were presented to us by both counsel in this case, it is right that we should deal with the two other grounds of appeal. The second ground of appeal was that section 68(7)(b) of the Act of 1976 provides that any act extending over a period should be treated as done at the end of that period. Mr Cofie, for the applicant, argues that the act of dismissal extended over the period between the giving of notice and the date when the notice expired. Accordingly, under that subsection, it should be treated as having occurred at the end of the period.
We accept Mr Jeremy’s submissions on that ground of appeal both that it is inconsistent with the earlier argument which we have accepted – although that does not of itself render the earlier argument the less effective – but secondly this was not an act done over a period. It was an act of dismissal. Either that act took place when the notice was given or, as we have held, when the employment terminated. So we reject that ground of appeal.’
Balcombe LJ
[1984] ICR 348
England and Wales
Updated: 16 May 2022; Ref: scu.616315
Financial hardship doesn’t justify unequal treatment of sexes on pensions.
Times 30-Nov-1994
European
Updated: 15 May 2022; Ref: scu.89319
Tribunals looking at Disability Discrimination should check the four factors in the Act without losing the overall picture. Assistance was available from the WHO Classification of Diseases. Being able to carry out a task did not mean ability was not impaired. ‘The tribunal should bear in mind that with social legislation of this kind, a purposive approach to construction should be adopted. The language should be construed in a way which gives effect to the stated or presumed intention of Parliament, but with due regard to the ordinary and natural meaning of the words in question. ‘ and ‘the tribunal must consider whether the adverse effect is substantial. This is a word which is potentially ambiguous. ‘Substantial’ might mean ‘very large’ or it might mean ‘more than minor or trivial’. Reference to the Guide shows that the word has been used in the latter sense’ and ‘The Tribunal will wish to examine how the applicant’s abilities had actually been effected at the material time, whilst on medication, and then to address their minds to the difficult question as to the effects which they think there would have been but for the medication: the deduced effects. The question is then whether the actual and deduced effects on the applicant’s abilities to carry out normal day to day activities is clearly more than trivial.’
Morison P
Times 03-Feb-1999, [1999] IRLR 4, [1999] ICR 302
Disability Discrimination Act 1995 1
England and Wales
See also – Goodwin v Patent Office EAT 21-Oct-1998
An ability to carry out normal domestic day to day tasks did not mean that a physical impairment was not substantial. The word ‘substantial’ is potentially ambiguous. In that it might mean ‘very large’ or ‘more than minor or trivial’. The code of . .
Cited – Rugamel v Sony Music Entertainment UK Ltd; McNicol v Balfour Beatty Rail Maintenance Ltd EAT 28-Aug-2001
Both cases questioned the extent, as a disability, of functional or psychological ‘overlay’, where there may be no medical condition underlying the symptoms which the employee claims to be present. Neither claimant had asserted any psychological . .
See also – Goodwin v Patent Office EAT 21-Oct-1998
An ability to carry out normal domestic day to day tasks did not mean that a physical impairment was not substantial. The word ‘substantial’ is potentially ambiguous. In that it might mean ‘very large’ or ‘more than minor or trivial’. The code of . .
Cited – 1 Pump Court Chambers v Horton EAT 2-Dec-2003
The chambers appealed a finding of discrimination, saying that a pupil was not a member of the set so as to qualify under the Act.
Held: The barristers set or chambers was a trade organisation, but the position of a pupil barrister was not . .
Cited – Murphy v Sheffield Hallam University EAT 11-Jan-2000
The claimant challenged refusal of his claim of discrimination. He was profoundly deaf. He applied for work, and indicated his disability, but no provision was made for a signer to appear at the interview. The interview was re-arranged, but he . .
Cited – Council of the City of Manchester v Romano, Samariz CA 1-Jul-2004
The authority sought to evict their tenant on the ground that he was behaving in a way which was a nuisance to neighbours. The tenant was disabled, and claimed discrimination.
Held: In secure tenancies, the authority had to consider the . .
Cited – A McKenzie v East Sussex County Council EAT 13-Dec-1999
EAT Disability Discrimination – Disability
The parties sought to settle the appeal by consent. The Tribunal was obliged to consider the merits before making an order. In this case the order requested was . .
Cited – London Borough of Lewisham v Malcolm and Disability Rights Commission CA 25-Jul-2007
The court was asked, whether asked to grant possession against a disabled tenant where the grounds for possession were mandatory. The defendant was a secure tenant with a history of psychiatric disability. He had set out to buy his flat, but the . .
Cited – Abadeh v British Telecommunications Plc EAT 19-Oct-2000
EAT The claimant appealed dismissal of his claim under the 1995 Act. He was a telephone operator injured after a sudden shriek in his ear. They had found him not to be disabled within the 1995 Act.
Held: . .
Lists of cited by and citing cases may be incomplete.
Updated: 15 May 2022; Ref: scu.80924
Rules which precluded an employee who was absent for maternity reasons from taking part in performance assessments affecting future promotion rights were breach of Council Directive.
Times 13-May-1998
Updated: 15 May 2022; Ref: scu.79129
A payment of a lump sum to female workers taking maternity leave so as to offset occupational disadvantage from the taking of that leave was not an infringement of equal pay provisions. The claim was that the payment went beyond making allowance for physical differences accompanying maternity to recompense for social disadvantage was equally felt by both men and women. The payment was proper since it did reflect real differences arising from the absence from work.
Times 20-Oct-1999, C-218/98, [1999] EUECJ C-218/98
Updated: 15 May 2022; Ref: scu.77607
The court was asked as to the meaning of ‘qualification’ when considered under the Act: ‘It is our view that the word ‘qualification’ itself and the other words in the definition viz ‘authority, recognition, registration, enrolment, approval and certification’ convey with reasonable clarity the idea of (a) some sort of status conferred on an employee or self-employed person in relation to his work, or the work which he proposes to do; and as respects a self-employed person, in relation to his trade, profession or calling or to what he proposes to be his trade, profession or calling; (b) a status which relates only to a person carrying on that work or trade, profession or calling; and (c) is either necessary for the lawful carrying on thereof or making that carrying on more advantageous.’
Unreported, 15 September 1993
Northern Ireland
Cited – Kelly v Northern Ireland Housing Executive; Loughran v Northern Ireland Housing Executive HL 29-Jul-1998
Provisions against discrimination on religious grounds in Northern Ireland, could apply to appointment of a firm to a panel of experts, where one person was designated to carry out that work. ‘it is essential, for there to be ’employment,’ that the . .
Lists of cited by and citing cases may be incomplete.
Updated: 13 May 2022; Ref: scu.194285
‘In my judgment the Employment Appeal Tribunal were correct to hold that there was an error of law in the decision of the Employment Tribunal as identified by the Employment Appeal Tribunal. In a situation in which it is expressly found that there was no deliberate or conscious racial discrimination, it is necessary, before drawing the inference sought to be drawn, to set out the facts relied on and the process by which the inference is drawn. In some cases that process of reasoning need only be brief; in other cases more detailed reasoning will be required. The Employment Appeal Tribunal approached the matter in this way: ‘… we do suggest that the less obvious the primary facts are as pointers or the more inconclusive or ambivalent the explanations given for the events in issue are as pointers, the more the need for the Employment Tribunal to explain why it is that from such primary facts and upon such explanations the inference that they have drawn has been drawn. The more equivocal the primary facts, the more the Employment Tribunal needs to explain why they have concluded as they have.’ and ‘As we have mentioned the tribunal repeatedly said that there had been no intention to discriminate. That, of course, is not in itself an answer but it is likely to lead to a position in which the reasons for the inference of racial discrimination need to be fully explained.’
Pill LJ
[2001] EWCA Civ 2056
England and Wales
Cited – The Law Society v Kamlesh Bahl EAT 7-Jul-2003
EAT Sex Discrimination – Direct
The complainant had been suspended from her position as Vice President of the Law Society. The Society and its officers appealed findings of sex and race discrimination . .
Lists of cited by and citing cases may be incomplete.
Updated: 12 May 2022; Ref: scu.185542
The court dismissed the claimant’s claim for damages for racial discrimination for acts occurring after the termination of his employment by the respondents.
Held: Applying Adekeye, the claim was dismissed, but the court saw ‘some force’ in the submission that the decision in Adekeye’s case could have gone the other way.
Schiemann and Robert Walker LJJ and Lloyd J
[2001] EWCA Civ 794
England and Wales
Cited – Post Office v Adekeye CA 13-Nov-1996
Race discrimination which took place after a dismissal was not unlawful within the section, since that first required the context of employment, and after the dismissal, the applicant was no longer in that employment. The natural meaning of the . .
Lists of cited by and citing cases may be incomplete.
Updated: 12 May 2022; Ref: scu.183745
EAT Sex Discrimination – Injury to Feelings
His Hon Judge Mcmullen QC
EAT/360/01
England and Wales
Updated: 12 May 2022; Ref: scu.171291
A local councillor deselected for a forthcoming election by his political party had the capacity to claim racial discrimination in respect of the deselection, since the holding of office as a councillor could amount to engagement in a profession, and the political party had the power to confer the qualification by selection to go forward for election.
Times 21-Sep-1999
England and Wales
Updated: 11 May 2022; Ref: scu.89034
The plaintiffs, who were both women, wanted to stand and drink at the bar in the defendants’ wine bar but the barman refused to serve them and said that, if they sat at a table, the drinks would be brought to them. That was because only men were permitted to stand and drink at the bar.
Held: The plaintiffs were the victims of unlawful discrimination contrary to the Sex Discrimination Act 1975
Griffiths LJ said: ‘But if a woman wishes to go to El Vino’s, she is not allowed to join the throng before the bar. She must drink either at one of the two tables on the right of the entrance, or she must pass through the throng and drink in the smoking room at the back. There is no doubt whatever that she is refused facilities that are accorded to men, and the only question that remains is: is she being treated less favourably than men? I think that permits of only one answer: of course she is. She is not being allowed to drink where she may want to drink, namely standing up among the many people gathered in front of the bar. There are many reasons why she may want to do so. Her friends may be there. She may not want to break them up and force them to move to some other part of the premises where she is permitted to drink. Or she may wish, if she is a journalist, to join a group in the hope of picking up the gossip of the day. If male journalists are permitted to do it, why shouldn’t she? If she is denied it she is being treated less favourably than her male colleagues.’
Sir Roger Ormrod said: ‘The question posed by section 29(1)(a) of the Act of 1975 is unusually simple compared with most questions posed by statutes. We are enjoined simply to ask whether on this evidence the plaintiffs in this case were ‘treated less favourably’ than a man or men would have been. To my mind, the fact that men have the three options which Griffiths LJ has mentioned makes only one answer to that question possible. Men have these options and the options are valuable to them, and I find it impossible to say, where one sex has an option and the other has not, that there is not a differentiation between them and, prima facie, a differentiation which results in less favourable treatment.’
Griffiths LJ, Sir Roger Ormrod
[1983] 1 QB 423 I
England and Wales
Cited – Chief Inspector of Education, Children’s Services and Skills v The Interim Executive Board of Al-Hijrah School CA 13-Oct-2017
Single Sex Schooling failed to prepare for life
The Chief Inspector appealed from a decision that it was discriminatory under the 2010 Act to educate girls and boys in the same school but under a system providing effective complete separation of the sexes.
Held: The action was . .
Lists of cited by and citing cases may be incomplete.
Updated: 11 May 2022; Ref: scu.597256
When looking at whether a person was a gypsy so as to qualify for additional consideration, the test was to be applied at the time when the decision was made and not when the application was made. It was acknowledged that an applicant could change status from time to time, and that this might lead to some logical inconsistency, but the statute was clear and no supporting guidance suggested otherwise.
Times 10-Nov-1999
Caravan Sites and Control of Development Act 1960
England and Wales
Appeal from – Hearne v Secretary of State for Wales and Carmarthenshire County Council Admn 25-May-1999
. .
Cited – Wrexham County Borough v The National Assembly of Wales, Michael Berry, Florence Berry CA 19-Jun-2003
A traditional gypsy family had settled because of ill health, and sought to establish a caravan site. The authority claimed they were no longer to be treated as Gypsy and having the entitlement under the Act.
Held: The Act defined ‘Gypsies’ as . .
Lists of cited by and citing cases may be incomplete.
Updated: 10 May 2022; Ref: scu.81295
(South African Constitutional Court) Prospective adoptive parents were a same-sex couple who challenged laws preventing them from adopting. The court said: ‘In their current form the impugned provisions exclude from their ambit potential joint adoptive parents who are unmarried, but who are partners in permanent same-sex life partnerships and who would otherwise meet the criteria set out in section 18 of the Child Care Act . . Their exclusion surely defeats the very essence and social purpose of adoption which is to provide the stability, commitment, affection and support important to a child’s development, which can be offered by suitably qualified persons . . Excluding partners in same sex life partnerships from adopting children jointly where they would otherwise be suitable to do so is in conflict with the principle [of the paramountcy of the interests of the child] . . It is clear from the evidence in this case that even though persons such as the applicants are suitable to adopt children jointly and provide them with family care, they cannot do so. The impugned provisions . . thus deprive children of the possibility of a loving and stable family life . . The provisions of the Child Care Act thus fail to accord paramountcy to the best interests of the children.’
(2002) 13 BHRC 187, [2002] ZACC 20, CCT 40/01
England and Wales
Cited – In re P and Others, (Adoption: Unmarried couple) (Northern Ireland); In re G HL 18-Jun-2008
The applicants complained that as an unmarried couple they had been excluded from consideration as adopters.
Held: Northern Ireland legislation had not moved in the same way as it had for other jurisdictions within the UK. The greater . .
Lists of cited by and citing cases may be incomplete.
Updated: 10 May 2022; Ref: scu.270010
The tenant was guilty of nuisance, but her misbehaviour was attributable to her psychotic state – her ‘disability’ within the 1995 Act.
Held: Though a very pertinent factor to be taken into account may be a housing authority’s obligations to other tenants on a housing estate and the interests of those other tenants, though the situation may be affected by the Act when the tenant suffers some mental impairment: ‘on the facts of the present case, the issue is one of fact: whether the breach of the tenancy terms was caused by the disability’. Since the evidence showed that the tenant ‘was unable [due to her disability] to prevent herself from behaving in [the objectionable] manner’ the 1995 Act was engaged, and the landlord had to establish sufficient justification to satisfy section 24(1)(b) of that Act if an order for possession was to be made. The 1995 Act did not bar all evictions but ‘only those which were not justified in the specific circumstances set out in section 24 and it ‘furnishes its own code for justified eviction which requires a higher threshold’, a threshold higher than that in the Housing Act 1988.
David Steel J
[2003] HLR 905, [2003] EWHC 574 (QB)
Housing Act 1988, Disability Discrimination Act 1995
England and Wales
Cited – Clark v TDG Limited (Trading As Novacold) CA 25-Mar-1999
The applicant had soft tissue injuries around the spine as a consequence of a back injury at work. He was absent from work for a long time as a result of his injuries, and he was eventually dismissed when his medical advisers could provide no clear . .
Cited – Knowsley Housing Trust v McMullen CA 9-May-2006
The defendant tenant appealed an order for possession of her flat. She was disabled and living with her 19 year old son. He had been made subject to an anti-social behaviour order. The court had found that she could have required him to leave. The . .
Cited – London Borough of Lewisham v Malcolm and Disability Rights Commission CA 25-Jul-2007
The court was asked, whether asked to grant possession against a disabled tenant where the grounds for possession were mandatory. The defendant was a secure tenant with a history of psychiatric disability. He had set out to buy his flat, but the . .
Lists of cited by and citing cases may be incomplete.
Updated: 10 May 2022; Ref: scu.234717
EAT Sex Discrimination – Injury to feelings
His Hon Judge Clark
UKEAT/307/03
England and Wales
Updated: 09 May 2022; Ref: scu.192669
The appellants claimed housing benefit. They appealed against rejection of their claims that the imposition of limits to the maximum sums payable, ‘the bedroom tax’, was unlawful on equality grounds. The claimants either had disabilities, or lived with dependent family with disabilities, or live in what are known as ‘sanctuary scheme’ homes (accommodation specially adapted to provide protection for women at severe risk of domestic violence). They were all tenants of registered social landlords and they all receive or received HB.
Held: The appeal of Carmichael the appeal succeeded, but the other benefits claimants failed. The standard test in cases involving questions of economic and social policy was whether the discrimination was ‘manifestly without reasonable foundation’. How to deal with the impact of Reg B13 on individuals with disabilities was just such a question of economic and social policy; the housing benefit cap scheme was integral to the structure of the welfare benefit scheme. The Court of Appeal was therefore correct to apply this test
Otherwise: Daly and Others, Regina (on the application of) (formerly known as MA and others) v Secretary of State for Work and Pension
Regina (Carmichael) v Secretary of State for Work and Pensions
Lord Neuberger, President, Lady Hale, Deputy President, Lord Mance, Lord Sumption, Lord Carnwath, Lord Hughes, Lord Toulson
[2016] UKSC 58, [2016] WLR(D) 582, UKSC 2014/0129, [2016] PTSR 1422, (2017) 20 CCL Rep 103, [2016] 1 WLR 4550, [2017] 1 All ER 869, [2016] HRLR 24
Summary
Bailii, WLRD, Bailii Summary, SC, SC Summary, SC Summ Video, SC290216 am, SC290216 pm, SC010316 am, SC010316 pm, SC020316 am, SC020316 pm
Housing Benefit Regulations 2006, European Convention on Human Rights 8 14, Equality Act 2010 149
England and Wales
Appeal from – Rutherford and Others, Regina (on The Application of) v Secretary of State for Work and Pensions CA 27-Jan-2016
Challenge to lawfulness of regulations applying a discount to payments of housing benefits when there was deemed to be a spare bedroom.
Held: The appeal succeeded in part. . .
At first instance – MA and Others, Regina (on The Application of) v Secretary of State for Work and Pensions and Others QBD 30-Jul-2013
Ten disabled claimants challenged the changes to the 2006 Regulations introduced by the 2012 Regulations. The changes restricted the ability to claim Housing Benefit for bedrooms deemed extra. The claimants said that in their different ways each had . .
Appeal from – MA and Others, Regina (on The Application of) v The Secretary of State for Work and Pensions CA 21-Feb-2014
The claimants were in recipet of housing benefit. They claimed that the new benefits cap (‘bedroom tax’) discriminated against them when additional space was need for the care of family members with disabilities . .
Cited – Burnip v Birmingham City Council and Another CA 15-May-2012
The court considered an allegation of discrimination in the application of housing benefit for a disabled person.
Held: The claimants had established a prima facie case of discrimination under Article 14 of the ECHR, and that the Secretary of . .
Cited – Bracking and Others v Secretary of State for Work and Pensions CA 6-Nov-2013
Application for permission to appeal against refusal of leave to bring judicial review of decision by the respondent to close the Independent Living Fund.
Held: McCombe LJ summarised the application of section 149 of the 2010 Act: ‘1 . . . .
Cited – JS and Others, Regina (on The Application of) v Secretary of State for Work and Pensions and Others QBD 5-Nov-2013
The claimants challenged the benefits cap introduced under the 2012 Act, saying that it was discriminatory, affecting more women than men. Mr Eadie QC submitted on behalf of the Secretary of State that, as ‘an international instrument with no . .
Cited – McLaughlin, Re Judicial Review SC 30-Aug-2018
The applicant a differently sexed couple sought to marry under the Civil Partnership Act 2004, but complained that they would lose the benefits of widowed parent’s allowance. Parliament had decided to delay such rules to allow assessment of reaction . .
Cited – DA and Others, Regina (on The Application of) v Secretary of State for Work and Pensions SC 15-May-2019
Several lone parents challenged the benefits cap, saying that it was discriminatory.
Held: (Hale, Kerr LL dissenting) The parents’ appeals failed. The legislation had a clear impact on lone parents and their children. The intention was to . .
Cited – RR v Secretary of State for Work and Pensions SC 13-Nov-2019
Housing benefit regulations had been found unlawful and were amended. The Court now considered what payments should have been made before the amendments came into effect.
Held: The appeal was allowed, and RR’s housing benefit entitlement is to . .
Lists of cited by and citing cases may be incomplete.
Updated: 09 May 2022; Ref: scu.570982
The applicant had sought payment of a ‘Sure Start’ maternity grant. She had obtained a residence order in respect of her sister’s baby daughter who had been taken into care. She said that a payment would have been made to the partner of a mother or an adopter, and that she should be similarly entitled.
Held: The regulations were discriminatory, and a declaration was granted. ‘we are bound to apply the test suggested by the House of Lords and to examine whether the ground for different treatment in this case amounts to a status in the sense of a personal characteristic. ‘ and ‘administrative convenience cannot in itself be a sufficient justification for discrimination without some other justification as to why those in an analogous or relevantly similar situation are being excluded.’ Where the Secretary of State relies on administrative convenience and ‘bright line’ rules he must still show some ‘serious adverse consequences’ to justify the discrimination.
Auld LJ, Moore-Bick LJ, Sir Peter Gibson
[2005] EWCA Civ 1303, Times 17-Nov-2005, [2006] 1 WLR 3202
European Convention on Human Rights 14, Social Fund Maternity and Funeral Expenses (General) Regulations 1987 5
England and Wales
Cited – Carson, Regina (on the Application of) v Secretary of State for Work and Pensions; Reynolds v Same HL 26-May-2005
One claimant said that as a foreign resident pensioner, she had been excluded from the annual uprating of state retirement pension, and that this was an infringement of her human rights. Another complained at the lower levels of job-seeker’s . .
Cited – Hooper and Others, Regina (on the Application of) v Secretary of State for Work and Pensions HL 5-May-2005
Widowers claimed that, in denying them benefits which would have been payable to widows, the Secretary of State had acted incompatibly with their rights under article 14 read with article 1 of Protocol 1 and article 8 of the ECHR.
Held: The . .
Cited – Kjeldsen, Busk, Madsen and Peddersen v Denmark ECHR 7-Dec-1976
The claimants challenged the provision of compulsory sex education in state primary schools.
Held: The parents’ philosophical and religious objections to sex education in state schools was rejected on the ground that they could send their . .
Cited – The National and Provincial Building Society, The Leeds Permanent Building Society And The Yorkshire Building Society v The United Kingdom ECHR 23-Oct-1997
There was no breach of human rights by the retrospective removal of a right to reclaim overpaid tax. Such a decision was within the general power of a government to impose and collect tax. Not every difference in treatment will amount to a violation . .
Cited – Petrovic v Austria ECHR 27-Mar-1998
The applicant was refused a grant of parental leave allowance in 1989. At that time parental leave allowance was available only to mothers. The applicant complained that this violated article 14 taken together with article 8.
Held: The . .
Cited – S, Regina (on Application of) v South Yorkshire Police; Regina v Chief Constable of Yorkshire Police ex parte Marper HL 22-Jul-2004
Police Retention of Suspects DNA and Fingerprints
The claimants complained that their fingerprints and DNA records taken on arrest had been retained after discharge before trial, saying the retention of the samples infringed their right to private life.
Held: The parts of DNA used for testing . .
Cited – Engel And Others v The Netherlands (1) ECHR 8-Jun-1976
The court was asked whether proceedings in a military court against soldiers for disciplinary offences involved criminal charges within the meaning of Article 6(1): ‘In this connection, it is first necessary to know whether the provision(s) defining . .
Cited – Regina v A (Complainant’s Sexual History) (No 2) HL 17-May-2001
The fact of previous consensual sex between complainant and defendant could be relevant in a trial of rape, and a refusal to allow such evidence could amount to a denial of a fair trial to a defendant. Accordingly, where the evidence was so relevant . .
Cited – Stewart v Secretary of State for Work and Pensions CA 29-Jul-2011
The court considered the arrangements for providing public support for the costs of funerals. The claimant’s son had died whilst she was in prison. Assistance had been refused because, as a prisoner, she was not receiving benefits. She complained . .
Cited – RR v Secretary of State for Work and Pensions SC 13-Nov-2019
Housing benefit regulations had been found unlawful and were amended. The Court now considered what payments should have been made before the amendments came into effect.
Held: The appeal was allowed, and RR’s housing benefit entitlement is to . .
Lists of cited by and citing cases may be incomplete.
Updated: 09 May 2022; Ref: scu.234694
[1970] ICR 542
England and Wales
Cited – C Aniedobe v London Borough of Hammersmith and Fulham EAT 11-Feb-2000
EAT Race Discrimination – Direct
The appellant challenged dismissal of his claim for race discrimination. . .
Lists of cited by and citing cases may be incomplete.
Updated: 06 May 2022; Ref: scu.195021
EAT Sex Discrimination – Comparison
His Hon Judge Ansell
EAT/1458/01
England and Wales
Updated: 06 May 2022; Ref: scu.184360
EAT Race Discrimination – Direct
The Honourable Mr Justice Keene
EAT/551/96, EAT/276/96
England and Wales
Updated: 05 May 2022; Ref: scu.171487
EAT Race Discrimination – Direct
The Honourable Mr Justice Morison (P
EAT/673/98, EAT/672/98
England and Wales
Updated: 05 May 2022; Ref: scu.171654
EAT Race Discrimination – Direct
The Honourable Mr Justice Underhill
UKEAT/0201/06
England and Wales
See Also – Clarke v South Gloucestershire Council EAT 19-Dec-2006
EAT Race discrimination – Direct/ Victimisation
Challenge to decision of Tribunal on basis that reasoning perverse and/or inadequate – Challenge rejected. . .
Lists of cited by and citing cases may be incomplete.
Updated: 04 May 2022; Ref: scu.257982
A Jewish lawyer complained that the refusal to adjourn his case to a date which did not coincide with the Jewish holidays of Yom Kippur and Sukkot was an interference with his right to manifest his religion. His complaint was dismissed by a majority of 4 to 3. A powerful minority pointed out that, for a measure to be proportionate, the authority must choose the means which is least restrictive of rights and freedoms. Thus, seeking a reasonable accommodation may, in some circumstances, constitute a less restrictive means of achieving the aim pursued. Mr Sessa had given the Italian court ample notice of the problem and reorganising the lists to accommodate him would cause minimal disruption to the administration of justice – ‘a small price to be paid in order to ensure respect for freedom of religion in a multi-cultural society’
28790/08
Human Rights
Updated: 04 May 2022; Ref: scu.540516
British Columbia Human Rights Tribunal – a gay couple had reserved a room in bed and breakfast accommodation offered by a Christian couple in their own home, but when the husband learned that the couple were gay, the booking was cancelled.
Held: There had been a failure in the duty of reasonable accommodation, in the offensive manner of the cancellation and the failure to explore alternatives.
2012 BCHRT 247
England and Wales
Cited – Bull and Another v Hall and Another SC 27-Nov-2013
The court was asked ‘Is it lawful for a Christian hotel keeper, who sincerely believes that sexual relations outside marriage are sinful, to refuse a double-bedded room to a same sex couple?’ The defendants (Mr and Mrs Bull) appealed against a . .
Lists of cited by and citing cases may be incomplete.
Updated: 04 May 2022; Ref: scu.540518
It was discriminatory to treat differently homosexual and heterosexual couples when considering liability for child support payments. Sedley LJ: ‘The broad effect of the material provisions is to allocate the financial responsibility of separated parents for the maintenance of their children by pooling the absent parent’s income and outgoings with those of his or her new partner if, but only if, that partner is of the opposite sex. For same-sex couples this means that the one who is an absent parent is assessed as if living alone, with generally disadvantageous consequences.’ and ‘Putting it schematically, the child support scheme sets out to respect family life by making allowance for the joint expenses of an absent parent’s new household. It is this, without regard to discrimination, which brings the measure within the ambit of article 8. If then the scheme discriminates between one family unit and another on the ground of its members’ sexuality, article 14 too becomes engaged. Here, by treating their finances as wholly separate when they are not, and by consequently assessing M’s child support payment at a higher sum that if theirs was a heterosexual partnership, the scheme manifests a different level of respect for their family life.’
Neuberger LJ: ‘the reduction in liability effected by regulation 11 is accorded for the purpose of ensuring that that absent parent’s new family is not so deprived of money that it is significantly detrimentally affected by the liability of the absent parent to pay child support. To my mind, it follows from this that M has made good her case that the relevant provision, of which she does not have the benefit because she is in a same sex, rather than a heterosexual, relationship, was enacted out of respect for family life, the family life in question being that of the absent parent and his/her new partner.’
Lord Justice Kennedy Lord Justice Sedley Lord Justice Neuberger
[2004] EWCA (Civ) 1343, Times 11-Nov-2004
England and Wales
Appeal From – Secretary of State for Work and Pensions v M HL 8-Mar-2006
The respondent’s child lived with the estranged father for most of each week. She was obliged to contribute child support. She now lived with a woman, and complained that because her relationship was homosexual, she had been asked to pay more than . .
Lists of cited by and citing cases may be incomplete.
Updated: 30 April 2022; Ref: scu.218841
The claimants had been employed by the respondent as caretakers and cleaners. Their work unit was transferred to an outside contractor. They claimed under equal pay legislation, and now appealed dismissal of their claim.
Held: Some caretakers were still employed on an earlier scheme under which they continued to receive bonus payments. The applicants did not. When a comparator was chosen, the job of jobbing assistant was used but evaluated locally not nationally. This was a material departure from the proper procedure. The Act required the evaluation of the claimants’ and comparators’ jobs to be within the same study. If not there would not be comparison of like with like. The decision stood.
Rimer J, P R A Jacques, R A Vickers
Times 27-May-2004
England and Wales
Updated: 30 April 2022; Ref: scu.198420
EAT Working Time Regulations
His Hon Judge Birtles QC
EAT/968/02
England and Wales
See also – Matthews and others v Kent and Medway Towns Fire Authority and others EAT 7-Aug-2003
. .
See also – Matthews and others v Kent and Medway Towns Fire Authority and others EAT 7-Aug-2003
. .
At EAT (1) – Matthews and others v Kent and Medway Towns and Fire Authority and others HL 1-Mar-2006
Retained or part-time firefighters sought parity of working conditions with full time firefighters.
Held: The retained firefighters’ appeal succeeded (Lords Carswell and Mance dissenting). The test was whether the part-time and full time . .
Lists of cited by and citing cases may be incomplete.
Updated: 29 April 2022; Ref: scu.185938
The industrial tribunal had refused the applicant an extension of time.
Held: The Tribunal mistook the law in holding that it could grant a review of its decision because the employee’s case had not been properly argued at the preliminary hearing as a result of her representative’s shortcomings. It would not be in the interests of justice for there to be a review on such grounds. Even though the ‘interests of justice’ ground for review is in very wide terms, it must be cautiously exercised. Failings of a representative will not generally constitute a ground for review because that would risk encouraging disappointed applicants to seek to re-argue cases by blaming their representatives.
Resort to this ground of review should be limited to cases of: ‘a ‘procedural mishap’ or ‘procedural shortcoming,’ or ‘procedural occurrence’ of a kind which constitutes a denial to a party of a fair and proper opportunity to present a case.’ and ‘Failings of a party’s representatives, professional or otherwise, will not generally constitute a ground for review. That is a dangerous path to follow. It involves the risk of encouraging a disappointed applicant to seek to reargue his case by blaming his representative for the failure of his claim. That may involve the tribunal in inappropriate investigations into the competence of the representative who is not present at or represented at the review. If there is a justified complaint against the representative, that may be the subject of other proceedings and procedure. It is thus our view that the industrial tribunal erred in law in granting a review under rule 10(1)(e) of the Rules of Procedure of 1985.’
Mummery P
Times 27-Jan-1994, [1994] IRLR 318, [1994] ICR 384
Race Relations Act 1968 68(1), Industrial Tribunals (Rules of Procedure) Regulations 1985
England and Wales
Cited – Flint v Eastern Electricity Board EAT 1975
The employee had failed to mention at the hearing of his claim for a redundancy payment a fact which was arguably highly material to the issue of whether his refusal of alternative employment was reasonable; and his claim had been dismissed. He . .
Cited – Trimble v Supertravel Ltd EAT 1982
The Industrial Tribunal had held that the appellant’s dismissal was unfair but then decided that she had failed to mitigate her loss. At the conclusion of the hearing, the Tribunal announced its decision and stated that she was to get no . .
Cited – Stanley Cole (Wainfleet) Ltd v Sheridan CA 25-Jul-2003
The employment tribunal, in delivering its judgment had cited a decision which was not among those referred to by the parties, but it did not give an opportunity to them to comment on it before delivering its decision.
Held: Such an ommission . .
Cited – Sodexho Ltd v Gibbons EAT 14-Jul-2005
EAT Deposit ordered. Order lost in post due to the Claimant putting wrong post-code on ET1. Review. Distinguishing Judgments from Orders. Strike-out. Extending time. . .
Cited – Council of The City of Newcastle Upon Tyne v Marsden (Rev 1) EAT 23-Jan-2010
EAT PRACTICE AND PROCEDURE – Review
Claim under Disability Discrimination Act 1995 dismissed at PHR because Claimant not available to give evidence as to long-term effect of injury – Judge willing to offer . .
Lists of cited by and citing cases may be incomplete.
Updated: 29 April 2022; Ref: scu.185968
The appellant, of Nigerian origin had been brought here at the age of 14 with false identity papers, and was put to work caring for the respondent’s children. In 2008 she was dismissed and ejected from the house. She brought proceedings alleging racial discrimination, but the only element of her claim which succeeded was of unfair dismissal, rejecting others saying that it had no jurisdiction. The defendants argued that the contract was unlawful, asking the Court: ‘In what circumstances should the defence of illegality defeat a complaint by an employee that an employer has discriminated against him by dismissing him contrary to section 4(2)(c) of the Race Relations Act 1976? ‘
Held: The claimant’s appeal was allowed. The defence of illegality of the employment of an illegal immigrant did not operate to defeat a claim of the tort of discrimination.
Lord Wilson set out a definition of human trafficking: ‘The accepted international definition of trafficking is contained in the UN Protocol to Prevent, Suppress and Punish Trafficking in Persons (‘the Palermo Protocol’) signed in 2000 and ratified by the UK on 9 February 2006. Article 3 provides:
‘(a) ‘Trafficking in persons’ shall mean the recruitment, transportation, transfer, harbouring or receipt of persons, by means of the threat or use of force or other forms of coercion, of abduction, of fraud, of deception, of the abuse of power or of a position of vulnerability . . for the purpose of exploitation. Exploitation shall include, at a minimum, . . sexual exploitation, forced labour or services, slavery or practices similar to slavery, servitude or the removal of organs;
(b) The consent of a victim of trafficking in persons to the intended exploitation set forth in subparagraph (a) of this article shall be irrelevant where any of the means set forth in subparagraph (a) have been used;
(c) The recruitment, transportation, transfer, harbouring or receipt of a child for the purpose of exploitation shall be considered ‘trafficking in persons’ even if this does not involve any of the means set forth in subparagraph (a) of this article’.’
Lord Wilson said: ‘The defence of illegality rests upon the foundation of public policy. ‘The principle of public policy is this . . ‘ said Lord Mansfield by way of preface to his classic exposition of the defence in Holman v Johnson (1775) 1 Cowp 341, 343. ‘Rules which rest upon the foundation of public policy, not being rules which belong to the fixed or customary law, are capable, on proper occasion, of expansion or modification’: Maxim Nordenfelt Guns and Ammunition Co Nordenfelt [1893] 1 Ch 630, 661 (Bowen LJ). So it is necessary, first, to ask ‘What is the aspect of public policy which founds the defence?’ and, second, to ask ‘But is there another aspect of public policy to which application of the defence would run counter?”
Lord Hughes said: ‘When a court is considering whether illegality bars a civil claim, it is essentially focussing on the position of the claimant vis-a-vis the court from which she seeks relief. It is not primarily focusing on the relative merits of the claimant and the defendant. It is in the nature of illegality that, when it succeeds as a bar to a claim, the defendant is the unworthy beneficiary of an undeserved windfall. But this is not because the defendant has the merits on his side; it is because the law cannot support the claimant’s claim to relief. ‘
Lord Toulson’s concluded generally:
‘Looking behind the maxims, there are two broad discernible policy reasons for the common law doctrine of illegality as a defence to a civil claim. One is that a person should not be allowed to profit from his own wrongdoing. The other, linked, consideration is that the law should be coherent and not self-defeating, condoning illegality by giving with the left hand what it takes with the right hand.’
Lord Toulson set out how the courts should approach the question:
‘So how is the court to determine the matter if not by some mechanistic process? In answer to that question I would say that one cannot judge whether allowing a claim which is in some way tainted by illegality would be contrary to the public interest, because it would be harmful to the integrity of the legal system, without (a) considering the underlying purpose of the prohibition which has been transgressed, (b) considering conversely any other relevant public policies which may be rendered ineffective or less effective by denial of the claim, and (c) keeping in mind the possibility of overkill unless the law is applied with a due sense of proportionality. We are, after all, in the area of public policy. That trio of necessary considerations can be found in the case law. . . The courts must obviously abide by the terms of any statute, but I conclude that it is right for a court which is considering the application of the common law doctrine of illegality to have regard to the policy factors involved and to the nature and circumstances of the illegal conduct in determining whether the public interest in preserving the integrity of the justice system should result in denial of the relief claimed. I put it in that way rather than whether the contract should be regarded as tainted by illegality, because the question is whether the relief claimed should be granted.’
Lord Toulson brought the elements together: ‘The essential rationale of the illegality doctrine is that it would be contrary to the public interest to enforce a claim if to do so would be harmful to the integrity of the legal system (or, possibly, certain aspects of public morality, the boundaries of which have never been made entirely clear and which do not arise for consideration in this case). In assessing whether the public interest would be harmed in that way, it is necessary (a) to consider the underlying purpose of the prohibition which has been transgressed and whether that purpose will be enhanced by denial of the claim, (b) to consider any other relevant public policy on which the denial of the claim may have an impact and (c) to consider whether denial of the claim would be a proportionate response to the illegality, bearing in mind that punishment is a matter for the criminal courts. Within that framework, various factors may be relevant, but it would be a mistake to suggest that the court is free to decide a case in an undisciplined way. The public interest is best served by a principled and transparent assessment of the considerations identified, rather by than the application of a formal approach capable of producing results which may appear arbitrary, unjust or disproportionate.’
Lady Hale, Deputy President, Lord Kerr, Lord Wilson, Lord Carnwath, Lord Hughes
[2014] UKSC 47, [2014] ICR 847, [2014] Eq LR 559, [2014] 4 All ER 595, [2014] 1 WLR 2889, [2014] IRLR 811, [2014] WLR(D) 353, UKSC 2012/0188
Bailii, Bailii Summary, WLRD, SC Summary, SC
England and Wales
At EAT – Allen (Nee Aboyade-Cole) v Hounga and Another EAT 31-Mar-2011
EAT JURISDICTIONAL POINTS – Fraud and illegality
The Claimant brought claims for unfair dismissal, breach of contract, unpaid wages and unpaid holiday pay as well as racial discrimination arising out of her . .
At CA – Hounga v Allen and Another CA 15-May-2012
. .
Cited – Boulter v Clark 1747
A party to an illegal prize fight who is damaged in the conflict cannot sue for assault . .
Cited – National Coal Board v England HL 1954
The plaintiff sought damages after being injured when a co-worker fired a shot. The employee however had himself coupled the detonator to the cable rather than leaving it to the shotfirer, and had his cimmitted a criminal offence. He had been found . .
Cited – Saunders v Edwards CA 24-Mar-1986
The parties had agreed for the sale and purchase of land and chattels, but had deliberately misdescribed the apportionment so as to reduce tax liability. The purchasers then brought an action for misrepresentation. The vendor replied that the action . .
Cited – Howard v Shirlstar Container Transport Ltd CA 1990
The parties contracted for the recovery from Nigeria of an aircraft owned by the defendants which was being detained by the Nigerian authorities at Lagos. Under the contract, the plaintiff was entitled to recover a fee of andpound;25,000 if he . .
Cited – Cross v Kirkby CA 18-Feb-2000
The claimant was a hunt saboteur and the defendant a local farmer. The claimant shouted to the defendant ‘You’re fucking dead’ and jabbed him in the chest and throat with a broken baseball bat. In order to ward off further blows, the defendant . .
Cited – Hall v Woolston Hall Leisure Limited CA 23-May-2000
The fact that an employment contract was tainted with illegality of which the employee was aware, did not deprive the employee of the possibility of claiming rights which were due to her under a statute which created rights associated with but not . .
Cited – Enfield Technical Services Ltd v Payne; Grace v BF Components Ltd EAT 25-Jul-2007
EAT Unfair dismissal – Exclusions including worker/jurisdiction
These two appeals consider the circumstances in which contracts will be considered illegal so as to preclude an employee from taking claims . .
Cited – Enfield Technical Services Ltd v Payne and Another CA 22-Apr-2008
The appellant company appealed dismissal of their defence to a claim for unfair dismissal that the employment contract was tainted with illegality. The EAT had heard two cases with raised the question of the effect on unfair dismissal claims of . .
Cited – V v Addey and Stanhope School CA 30-Jul-2004
The respondent resisted a claim of unfair dismissal and race discrimination on the basis that the employment contract was illegal since the claimant was an immigrant and unable to work without a work permit.
Held: The Court of Appeal upheld a . .
Cited – Holman v Johnson 5-Jul-1775
ex turpi causa non oritur actio
A claim was made for the price of goods which the plaintiff sold to the defendant in Dunkirk, knowing that the defendant’s purpose was to smuggle the goods into England. The plaintiff was met with a defence of illegality.
Held: The defence . .
Cited – Hall v Hebert 29-Apr-1993
(Canadian Supreme Court) After they had been drinking heavily together, Mr Hebert, who owned a muscle car, allowed Mr Hall to drive it, including initially to give it a rolling start down a road on one side of which there was a steep slope. The car . .
Cited – Regina v Lyons, Parnes, Ronson, Saunders HL 15-Nov-2002
The defendants had been convicted on evidence obtained from them by inspectors with statutory powers to require answers on pain of conviction. Subsequently the law changed to find such activity an infringement of a defendant’s human rights.
Cited – Relaxion Group plc v Rhys-Harper; D’Souza v London Borough of Lambeth; Jones v 3M Healthcare Limited and three other actions HL 19-Jun-2003
The court considered whether discriminatory acts after the termination of employment were caught by the respective anti-discrimination Acts. The acts included a failure to give proper references. They pursued claims on the basis of victimisation . .
Cited – Siliadin v France ECHR 26-Jul-2005
(French Text) A 15-year-old girl, had been brought from Togo to France and made to work for a family without pay for 15 hours a day. She had been held in servitude and required to perform forced labour
Held: France had violated article 4 by . .
Cited – Gray v Thames Trains and Others HL 17-Jun-2009
The claimant suffered psychiatric injury in a rail crash caused by the defendant’s negligence. Under this condition of Post-Traumatic Stress Disorder, the claimant had later gone on to kill another person, and he had been detained under section 41. . .
Cited – Rantsev v Cyprus And Russia ECHR 7-Jan-2010
A Russian woman, aged 20, had gone to work as an artiste in a cabaret in Cyprus. Three weeks later she was found dead in a street.
Held: The Court upheld her father’s complaint that Cyprus was in breach of article 4 in that its regime for the . .
Cited – LM and Others v Regina; Regina v M(L), B(M) and G(D) CACD 21-Oct-2010
Each defendant appealed saying that being themselves the victims of people trafficking, the prosecutions had failed to take into account its obligations under the Convention.
Held: Prosecutors had ‘a three-stage exercise of judgment. The first . .
Cited – CN v The United Kingdom ECHR 13-Nov-2012
The claimant said that having been raped repeatedly in Uganda, she had fled to England, where her passport was taken and she was forced to work and her earnings taken, and she was held captive. On escaping, her application for asylum was refused. . .
Cited – L and Others v The Children’s Commissioner for England and Another CACD 21-Jun-2013
Even where it has been clearly established that a defendant had been trafficked that should not provide him with immunity from prosecution for a criminal offence. Lord Judge CJ explained that: ‘it has not, however, and could not have been argued . .
Cited – Reyes and Another v Al-Malki and Another CA 5-Feb-2015
The claimants wished to make employment law claims alleging, inter alia, that they had suffered racial discrimination and harassment, and had been paid less than the national minimum wage aganst the respondents. They had been assessed as having been . .
Cited – Les Laboratoires Servier and Another v Apotex Inc and Others SC 29-Oct-2014
Ex turpi causa explained
The parties had disputed the validity a patent and the production of infringing preparations. The english patent had failed and damages were to be awarded, but a Canadian patent remained the defendant now challenged the calculation of damages for . .
Cited – Jetivia Sa and Another v Bilta (UK) Ltd and Others SC 22-Apr-2015
The liquidators of Bilta had brought proceedings against former directors and the appellant alleging that they were party to an unlawful means conspiracy which had damaged the company by engaging in a carousel fraud with carbon credits. On the . .
Cited – Taiwo and Another v Olaigbe and Others SC 22-Jun-2016
The claimants had been brought here illegally to act as servants for the defendants. They were taken advantage of and abused. They made several claims, but now appealed against rejection of their claims for discrimination. The court was asked . .
Cited – Henderson v Dorset Healthcare University NHS Foundation Trust CA 3-Aug-2018
Upon the allegedly negligent release of the claimant from mental health care, she had, while in the midst of a serious psychotic episode, derived from the schizophrenia, killed her mother and been convicted of manslaughter. She now sought damages in . .
Cited – Patel v Mirza SC 20-Jul-2016
The claimant advanced funds to the respondent for him to invest in a bank of which the claimant had insider knowledge. In fact the defendant did not invest the funds, the knowledge was incorrect. The defendant however did not return the sums . .
Cited – Patel v Mirza SC 20-Jul-2016
The claimant advanced funds to the respondent for him to invest in a bank of which the claimant had insider knowledge. In fact the defendant did not invest the funds, the knowledge was incorrect. The defendant however did not return the sums . .
Lists of cited by and citing cases may be incomplete.
Updated: 29 April 2022; Ref: scu.535439
Three school dinner ladies had been employed by the Council at National Rates of pay and conditions. Their work which was almost exclusively carried out by females had been rated as of equal value to that of men employed by the council at various establishments. Following compulsory tendering the council declared some of the catering assistants redundant and dismissed them and re-employed them through the direct service organization at rates of pay that in the majority of cases were below Joint Council Rates.
Held: The tribunal’s conclusions that the council had not shown that the variation was generally due to a material factor other than the difference of sex was upheld. Where jobs were rated as being of equal value, the fact of others paying less to women is not sufficient to justify treating them differently.
After referring to section 1(3) Lord Slynn said: ‘There has been much argument in this case as to the relationship between section 1 of the Act of 1970 and section 1 of the Act of 1975. The latter distinguishes between (a) a case where an employer on the ground of her sex treats a woman less favourably than he treats or would treat a man (section 1(1)(a)), and (b) a case where the employer applies to a woman a requirement or condition which he applies or would apply equally to a man but which is such that the proportion of women who can comply with it is considerably smaller than the proportion of men who can comply with it and which the employer cannot show to be justifiable irrespective of the sex of the person to whom it is applied and which is to the detriment of a woman because she cannot comply with it (section 1(1)(b)). The first (a) is commonly referred to as ‘direct’ discrimination, the latter ((b) as ‘indirect’ discrimination. It is submitted that this distinction must be introduced equally into the Act of 1970. For my part I do not accept that this is so. There is no provision in the Act of 1975 which expressly incorporates the distinction into the Act of 1970 even though Schedule I to the Act of 1975 incorporated a number of amendments into the Act of 1970 and even though Part II of that Schedule set out the Act of 1970 in full in its amended form.
In my opinion the Act of 1970 must be interpreted in its amended form without bringing in the distinction between so-called ‘direct’ and ‘indirect’ discrimination. The relevant question under the Act of 1970 is whether equal treatment has been accorded to men and women employed on like work or for men and women employed on work rated as equivalent. Whether they are employed on work rated as equivalent depends on whether the woman’s job and the man’s job had been given an equal value in terms of the demand made on a worker under various headings on a study undertaken with a view to evaluating in those terms the jobs to be done by all or any of the employees in an undertaking (section 1 (5).)
In the present case it is plain that such evaluation was made and the women were found to be engaged on work rated as equivalent to work done by men. That is sufficient for the women to be entitled to a declaration by the industrial tribunal in their favour unless section 1 (3) of the Act as set out previously is satisfied.
This was the question for the industrial tribunal to consider. By a majority they were satisfied that the council had failed to show that the variation between the applicants’ contracts and those of their male comparators was due to a material factor which was not the difference of sex.’
Lord Slynn of Hadley
Times 07-Jul-1995, Independent 07-Jul-1995, [1995] ICR 833
Equal Pay Act 1970 1(3), Sex Discrimination Act 1975
England and Wales
At EAT – North Yorkshire County Council v Ratcliffe and others EAT 21-Jan-1993
School catering assistants claimed equal pay under the Act. Their work had been valued as equal to that of men, but following a contracting out procedure, they earned less than men.
Held: The Council had failed to show that the difference was . .
Appeal from – British Coal Corporation and Others, North Yorkshire County Council v Ratcliffe and Others CA 11-May-1994
School catering assistants did work which had been valued equally with that of men, but their jobs had been contracted out to direct service companies who paid them less.
Held: Market pressure which required the payment of lower wages to women . .
Cited – Sharp v Caledonia Group Services Ltd EAT 1-Nov-2005
EAT Equal Pay Act – Material factor defence – In an equal pay claim involving a presumption of direct discrimination the genuine material factor defence requires justification by objective criteria.
The . .
Cited – Armstrong and others v Newcastle Upon Tyne NHS Hospital Trust CA 21-Dec-2005
The claimants claimed equal pay, asserting use of particular comparators. The Trust said that there was a genuine material factor justifying the difference in pay.
Held: To constitute a single source for the purpose of article 141, it is not . .
Lists of cited by and citing cases may be incomplete.
Updated: 28 April 2022; Ref: scu.85676
An employer dismissing an employee for sickness absences, and who was unaware that the sickness had come to be a disability, did not discriminate under the Act. The reason for the dismissal was to be looked for in the mind of the employer.
Gazette 08-Jul-1998, Gazette 10-Jun-1998, Times 12-Mar-1998, [1998] IRLR 233
Disability Discrimination Act 1995 4(2) 5(1)(a)
England and Wales
See Also – O’Neill v Symm and Company Ltd EAT 16-Oct-1997
. .
See Also – O’Neill v Symm and Company Ltd EAT 16-Oct-1997
. .
Cited – Gbokoyi v Bennett’s Eco-Inverter (Environmental Services) Ltd EAT 18-Jan-2002
The claimant appealed against dismissal of her unfair dismissal and of her maternity related discrimination claim.
Held: The appeal succeeded: ‘it does not appear that the tribunal gave any separate consideration to whether the pregnancy was . .
Lists of cited by and citing cases may be incomplete.
Updated: 28 April 2022; Ref: scu.84463
(Protection of The Safety and Health of Workers – Worker Who Is Breastfeeding – Night Work – Judgment) Reference for a preliminary ruling – Directive 92/85/EEC – Articles 4, 5 and 7 – Protection of the safety and health of workers – Worker who is breastfeeding – Night work – Shift work performed in part at night – Risk assessment of her work – Prevention measures – Challenge by the worker concerned – Directive 2006/54/EC – Article 19 – Equal treatment – Discrimination on grounds of sex – Burden of proof
C-41/17, [2018] EUECJ C-41/17
European
Updated: 27 April 2022; Ref: scu.622614
Irwin, Hickinbottom LJJ, Sir Jack Beatson
[2018] EWCA Civ 1925, [2018] WLR(D) 556
National Health Service Act 2006 1 1C, Equality Act 2010 149(1)
England and Wales
Updated: 26 April 2022; Ref: scu.621537
On a consideration of the statutes dealing with the franchise for universities, that women graduates of a Scottish university are not entitled to vote at the election of a Member of Parliament for the university, and, not being voters, are not entitled to receive voting papers from the registrar of the university.
Lord Chancellor (Loreburn), Lord Ashbourne, Lord Robertson, and Lord Collins
[1908] UKHL 132, 46 SLR 132
Scotland
Updated: 26 April 2022; Ref: scu.621531
The claimant prisoner said that the defendant had failed to make reasonable adjustments as required under the 2010 Act for his disability of autism.
Moulder J
[2018] EWHC 1905 (Admin)
England and Wales
Updated: 25 April 2022; Ref: scu.620645
This appeal raises a short point of law concerning the temporal scope of a pay comparison in proceedings based on equal pay for work of equal value brought under the Equal Pay Act 1970.
The Claimants sought arrears of pay dating back to 2002, comparing themselves with two comparators in post from that time and found to be doing work of equal value to the women. With effect from 6 April 2006 Mr Coleman was promoted to a different role; and with effect from 1 May 2011 Mr Peever’s role was assimilated onto a Single Status Scheme at a lower rate of pay. There were other male highways operatives who remained employed and were available as comparators for equal pay purposes. The Respondent argued that the Claimants could not compare themselves with Mr Coleman for the purposes of calculating their arrears claims from 6 April 2006 onwards, or Mr Peever from 1 May 2011. The ET rejected those contentions; and the Claimants’ losses were assessed by reference to Mr Coleman’s pay from 6 April 2006, frozen as at 5 April 2006; and Mr Peever’s pay at a level frozen prior to assimilation.
The Respondent appealed. It accepted that where a comparator is in post during the whole period of comparison then the sex equality clause operates with respect to that individual, but argued the position is different if he leaves during the comparison period, and other potential comparators remain because he is no longer an individual who ‘is employed’ on work of equal value (see s.1(2)(c) Equal Pay Act 1970). The reasoning in Sorbie v Trust House Forte Hotels Ltd [1977] ICR 55 and Sodexo Ltd v Gutridge [2009] ICR 70 (EAT) could be distinguished. A statutory modification occurred by reason of the continued employment of actual but different male highways operatives who were available as comparators.
The appeal failed and was dismissed:
(i) There is no temporal limitation or other provision in the Equal Pay Act that restricts the continued implication of the equalised term in any way.
(ii) Once the necessary conditions are satisfied a presumption that there is an equality clause to be read into the contract arises and the less favourable term of the woman’s contract is treated as modified so as not to be less favourable. In other words, the implied contractual right to pay at the higher rate referable to Mr Coleman and/or Mr Peever crystallised in 2002 and has and will continue until the women’s contracts are validly varied or terminated.
(iii) No operative variation occurred (bringing an end to the equality clause modification based on these comparators’ earnings) because a different (albeit potentially valid) comparator continued in post while the chosen comparator did not. On Mr Coleman’s promotion, the necessary conditions for the automatic operation of an implied equality clause in the Claimants’ contracts based on the other male highway operatives cannot have been satisfied because no term in the Claimants’ contracts was less favourable than the terms of the other male highways operatives’ contracts. It was the other way around: the Claimants already had statutorily implied contractual rights to higher pay by 2006 when Mr Coleman was promoted.
(iv) The argument is unsupported by authority. It is inconsistent with Sorbie and Sodexo: once contractual rights to equal pay crystallise, those rights continue until lawfully varied or terminated. The focus is on lawful changes to the women’s contracts and not on the fortuitous continued presence or otherwise of the chosen comparator in the same role.
[2018] UKEAT 0222 – 17 – 0706
England and Wales
Updated: 24 April 2022; Ref: scu.618922
DISABILITY DISCRIMINATION – Section 15
Discrimination due to unfavourable treatment because of something arising in consequence of disability – proportionate means of achieving a legitimate aim – section 15 Equality Act 2010
The Claimant was a doctor employed by the four partners of a small GP’s practice. Having been signed off work on long-term sickness absence after suffering a heart attack, he was a disabled person for the purposes of the Equality Act 2010 (‘the EqA’) by reason of his on-going heart condition. Medical advice supported the Claimant’s contention that he could return to work on a phased, part-time basis; the Respondents, however, decided he should be dismissed. On the Claimant’s complaints of unfair dismissal and disability discrimination under section 15 EqA, the ET found his dismissal was procedurally unfair because the Respondents – who could have employed him in a part-time capacity – had not obtained an up-dated medical report about his fitness to return or discussed the possibility of part-time working. As for his disability discrimination claim, while the Claimant’s dismissal was unfavourable treatment, it had been a proportionate means of achieving a legitimate aim. The Claimant appealed against the rejection of his section 15 EqA claim.
Held: allowing the appeal
The ET’s reasoning on the question of proportionality did not include any consideration of the possibility of part-time working as an alternative and less discriminatory means of achieving the Respondents’ legitimate aim (of providing the best possible patient care). The ET had only considered the issue of part-time working in respect of the Claimant’s unfair dismissal claim, when the ET recorded that the Respondents had accepted this had been a possibility. This had thus been a relevant factor that the ET had failed to take into account when determining the Claimant’s complaint under section 15 EqA; that rendered its decision on that claim unsafe.
[2018] UKEAT 0029 – 18 – 0205
England and Wales
Updated: 24 April 2022; Ref: scu.618919
DISABILITY DISCRIMINATION – Justification
DISABILITY DISCRIMINATION – Burden of proof
The Respondent employer appealed against a decision of the Employment Tribunal (‘ET’) that the Respondent has discriminated against the Claimant on grounds of her disability, contrary to section 15 of the Equality Act 2010.
The Employment Appeal Tribunal (‘EAT’) dismissed the appeal. The EAT held that the ET had been entitled to decide that the Respondent had not justified giving the Claimant a written warning for her sickness absences. It dismissed arguments that the ET had focussed too much on process in its reasoning about justification, and held that the ET’s reasons for its decision were adequate.
[2018] UKEAT 0230 – 17 – 2302
England and Wales
Updated: 24 April 2022; Ref: scu.618911
EAT SEX DISCRIMINATION – Pregnancy and discrimination
SEX DISCRIMINATION – Burden of proof
Pregnancy discrimination – section 18 Equality Act 2010
Burden of proof – section 136 Equality Act 2010
The Claimant had notified the Respondent of her pregnancy shortly before a management restructure was announced that put her position at risk of redundancy. The manager responsible for the restructure had failed to notify HR of the Claimant’s pregnancy or to take other required steps, such as the carrying out of a risk assessment but this, the ET concluded, was simply due to her lack of experience in this regard; more generally, the ET was satisfied the restructure was for entirely proper reasons, unrelated to the Claimant’s pregnancy. The Claimant applied for one of the alternative positions in the new structure but was unsuccessful; this selection process, the ET accepted, had been fair but was based on performance on the day and the Claimant had the poorest score. There were two other (lower grade) supervisor positions, which the Claimant also applied for but then left on pregnancy-related sick leave and was unable to attend for further interview. The Respondent decided to use the scores for the previous selection process, which meant the Claimant failed as she had the lowest score; having not succeeded in obtaining one of the remaining positions, the Claimant was selected for redundancy and duly dismissed.
On the Claimant’s claims of automatic unfair dismissal and pregnancy discrimination, the ET concluded that her pregnancy had not been the principal reason for her dismissal and thus she had not been automatically dismissed for the purposes of section 99 Employment Rights Act 1996, but (applying the different test under section 18 Equality Act 2010) she had suffered unfavourable treatment because of her pregnancy as this had materially influenced the decision to use a method of selection for the supervisor positions, which had been an effective cause of her dismissal. The Respondent appealed against the ET’s decision on the section 18 claim.
Held: allowing the appeal.
The ET’s finding that the burden of proof had shifted for the purposes of section 136(2) Equality Act 2010 was inadequately explained, such that the Respondent could not understand why it had lost on this point, the ET seemingly referring to matters it had already discounted as justifying any inference of discrimination. As for the ET’s approach to the Respondent’s explanation (assuming, in the alternative, that the ET had permissibly concluded the burden had shifted), its findings as to what would have been fair were insufficient to justify the conclusion reached and its approach elided context and reason. Further, to the extent the ET had identified matters that might have suggested a motivation (whether conscious or subconscious) other than that relied on by the Respondent, there was no obvious correlation with the Claimant’s pregnancy (a desire to retain the existing supervisors in post, for example, would still suggest a reason unrelated to the Claimant’s pregnancy even if not a reason the Respondent had been prepared to admit).
[2018] UKEAT 0120 – 17 – 0304
England and Wales
Updated: 24 April 2022; Ref: scu.618917
DISABILITY DISCRIMINATION – Compensation
The Claimant, who continues to be employed by the Respondent, succeeded in certain claims of harassment and discrimination and in relation to certain failures to make reasonable adjustments. The decision of the Tribunal following a remedies hearing was appealed by the Respondent employer and was also the subject of an appeal and cross-appeal by the Claimant.
On the various issues for determination:
(1) The law on the insurance exception to the principle of deducting avoided loss in the calculation of damages is as set out by the Court of Appeal in Gaca v Pirelli General plc [2004] 1 WLR 2683. There was evidence before the Tribunal that was sufficient to support a conclusion that the Claimant had contributed indirectly to the PHI policy taken out by the employer and the decision to deduct from loss of earnings only 50% of the payments he had received should not be interfered with;
(2) In adding to the Claimant’s award sums representing the redundancy and notice payments the Claimant would have received had he been able to work and subject to redundancy in 2013, the Tribunal had erred by failing to take into account that these were sums that the Claimant has not lost and may still be entitled to. To that extent the Claimant’s condition had resulted in his avoiding the loss for which the Tribunal had sought to compensate him and the appeal would be allowed to the extent of deducting those sums from the overall award;
(3) The Tribunal had erred in finding that the Claimant’s receipt of PHI payments would cease for reasons other than his ability to work, but that finding could be deleted while leaving standing the Tribunal’s general conclusions on his ability to recover and return to work;
(4) The Tribunal had been entitled on the available evidence to reach the conclusions it did on the anticipated period of the Claimant’s recovery, the level of his future earnings and to take account of the risk of relapse as part of the exercise of making a broad estimate in relation to those matters; but
(5) The Tribunal had erred in approaching apportionment by reference to the division of events into those caused by the Respondent’s discriminatory acts and those that were not so caused rather than by looking at the Claimant’s condition and assessing whether it was divisible and if so how much of the harm suffered had been caused by the Respondent’s discriminatory acts. The correct approach having been confirmed by the Court of Appeal in BAE Systems (Operations) Ltd v Konczak [2017] EWCA Civ 1188, the matter would be remitted back to the Tribunal for assessment of the issue of apportionment using the correct approach.
Appeal and cross-appeal both allowed in part.
Wise L
[2018] UKEAT 0023 – 17 – 0406
England and Wales
Updated: 22 April 2022; Ref: scu.616895
Admissibility of Evidence
PRACTICE AND PROCEDURE – Review
CONTRACT OF EMPLOYMENT – Wrongful dismissal
UNFAIR DISMISSAL – Reasonableness of dismissal
RACE DISCRIMINATION – Direct
RACE DISCRIMINATION – Inferring discrimination
RACE DISCRIMINATION – Burden of proof
The Tribunal did not err in determining that the dismissal of a Black African Consultant for a first offence was not unfair. The Respondent’s reliance upon a pattern of conduct giving rise to concerns about patient safety as a sufficient reason to dismiss was within the range of reasonable responses notwithstanding the fact that there was no single act that could be said to amount to gross misconduct.
However, the Tribunal did err in concluding that the dismissal was not wrongful as it had failed to make the necessary findings of fact for itself to establish that the Claimant’s conduct amounted to a repudiatory breach.
There was no error in concluding that the Claimant had not been discriminated against. The Tribunal’s approach to the evidentiary matters relied upon as giving rise to an inference of discrimination was not ‘fragmentary’ as is apparent from a fair reading of the whole judgment.
The decision not to reconsider its judgment in the light of new evidence from the GMC that no action should be taken against the Claimant was not perverse. The Tribunal was required to consider different matters from those which concerned the GMC and the latter’s conclusions were unlikely to have had a material influence on the outcome.
[2018] UKEAT 0218 – 17 – 1805
England and Wales
Updated: 22 April 2022; Ref: scu.616892
Harassment – Purpose – Religion or Belief Discrimination – Where the same facts are relied upon for a claim of direct discrimination on grounds of religious belief or race and a claim of harassment for conduct related to those protected characteristics, an Employment Tribunal does not err in determining the harassment claim if they rely on their findings of fact on the direct discrimination claim provided they apply the correct ‘related to’ test required by Equality Act 2010 section 26. No evidence from the alleged perpetrator as to why he uttered offending words is required although an adverse inference may be drawn from his not giving evidence. Findings of fact on the context in which the words were spoken is relevant. Richmond Pharmacology v Dhaliwal [2009] ICR 724 considered. The Employment Tribunal did not err in the test for harassment which they applied. Although a different Employment Tribunal may have come to a different conclusion, they did not err in law. Appeal dismissed.
[2018] UKEAT 0176 – 17 – 1005
England and Wales
Updated: 22 April 2022; Ref: scu.616890
Appeal from grant of mortgagee possession order – claim of disability discrimination.
[2018] EWCA Civ 854
England and Wales
Updated: 20 April 2022; Ref: scu.614899
(Grand Chamber) The court ruled admissible claims against the United Kingdom by 13 persons entitled to British State pensions for violation of article 14 of the Convention in combination with article 1 of the First Protocol. All the claimants had earned pensions by working in Britain, but had emigrated to South Africa, Australia or Canada on retirement. They were all British nationals, though one remained an Australian national. Each claimed discrimination in that their pensions were not linked to United Kingdom inflation, in contrast to the position of pensioners who had remained resident within the United Kingdom. They claimed that the rule violated article 14 taken in conjunction with article 1 of Protocol 1 to the Convention. The Grand Chamber concluded ‘that place of residence constitutes an aspect of personal status for the purposes of article 14’ but, in the event, it proceeded to reject the applications.
‘In order for an issue to arise under article 14 there must be a difference in the treatment of persons in analogous, or relevantly similar, situations. Such a difference of treatment is discriminatory if it has no objective and reasonable justification; in other words, if it does not pursue a legitimate aim or if there is not a reasonable relationship of proportionality between the means employed and the aim sought to be realised.’
and: ‘as with all complaints of alleged discrimination in a welfare or pensions system, it is concerned with the compatibility with article 14 of the system, not with the individual facts or circumstances of the particular applicants or of others who are or might be affected by the legislation. Much is made in the applicants’ submissions and in those of the third-party intervener of the extreme financial hardship which may result from the policy . . However, the court is not in a position to make an assessment of the effects, if any, on the many thousands in the same position as the applicants and nor should it try to do so. Any welfare system, to be workable, may have to use broad categorisations to distinguish between different groups in need . . the court’s role is to determine the question of principle, namely whether the legislation as such unlawfully discriminates between persons who are in an analogous situation.’
[2010] ECHR 338, 42184/05, (2010) 51 EHRR 13, 29 BHRC 22
European Convention on Human Rights 14
Human Rights
See Also – Carson and Others v The United Kingdom ECHR 4-Nov-2008
(Grand Chamber) Pensioners who had moved abroad complained that they had been excluded from the index-linked uprating of pensions given to pensioners living in England.
Held: This was not an infringement of their human rights. Differences in . .
See Also – Carson and Others v United Kingdom ECHR 2-Sep-2009
Press Release . .
See Also – Carson v United Kingdom ECHR 2-Sep-2009
Press Release – Grand Chamber Hearing broadcast . .
Cited – Smith, Regina (on The Application of) v Secretary of State for Defence and Oxfordshire Assistant Deputy Coroner (Equality and Human Rights Commission intervening) SC 30-Jun-2010
The deceased soldier died of heat exhaustion whilst on active service in Iraq. It was said that he was owed a duty under human rights laws, and that any coroner’s inquest should be a fuller one to satisfy the state’s duty under Article 2.
Cited – Humphreys v Revenue and Customs SC 16-May-2012
Separated parents shared the care of their child. The father complained that all the Child Tax Credit was given to the mother.
Held: The appeal failed. Although the rule does happen to be indirectly discriminatory against fathers, the . .
Cited – T and Another, Regina (on The Application of) v Secretary of State for The Home Department and Another SC 18-Jun-2014
T and JB, asserted that the reference in certificates issued by the state to cautions given to them violated their right to respect for their private life under article 8 of the Convention. T further claims that the obligation cast upon him to . .
Cited – Tigere, Regina (on The Application of) v Secretary of State for Business, Innovation and Skills SC 29-Jul-2015
After increasing university fees, the student loan system was part funded by the government. They introduced limits to the availability of such loans, and a student must have been lawfully ordinarily resident in the UK for three years before the day . .
Cited – A and B, Regina (on The Application of) v Secretary of State for Health SC 14-Jun-2017
The court was asked: ‘Was it unlawful for the Secretary of State for Health, the respondent, who had power to make provisions for the functioning of the National Health Service in England, to have failed to make a provision which would have enabled . .
Cited – Crowter and Others, Regina (On the Application Of) v Secretary of State for Health And Social Care Admn 23-Sep-2021
Foetus has no Established Human Rights
The Claimants sought a declaration that section 1(1)(d) of the Abortion Act 1967, as amended, is incompatible with the European Convention on Human Rights (‘ECHR’), as well as some other remedies. The claimant had Down’s Syndrome, and complained the . .
Cited – DA and Others, Regina (on The Application of) v Secretary of State for Work and Pensions SC 15-May-2019
Several lone parents challenged the benefits cap, saying that it was discriminatory.
Held: (Hale, Kerr LL dissenting) The parents’ appeals failed. The legislation had a clear impact on lone parents and their children. The intention was to . .
Cited – The Department for Communities v Cox CANI 3-Aug-2021
The claimant suffered a life limiting condition, but not so that her death could be reasonably expected within six months. She complained that the resulting unavailability of PIP and UC without assessment was discriminatory as opposed to those who . .
Lists of cited by and citing cases may be incomplete.
Updated: 15 April 2022; Ref: scu.420210
Social Policy – Protection of Safety and Health of Workers – Opinion – Social policy – Protection of safety and health of workers – Directive 92/85/EEC – Article 7 – whether ‘night work’ covers shift work where the worker concerned performs her duties during the night – Worker who is breastfeeding – Assessment of working conditions challenged by the worker concerned – Article 19(1) of Directive 2006/54/EC – Burden of proof – Equal treatment – Discrimination on grounds of sex
ECLI:EU:C:2018:289, [2018] EUECJ C-41/17 – O
European
Updated: 14 April 2022; Ref: scu.609310
EAT Race Discrimination – Inferring Discrimination – JURISDICTIONAL POINTS – Extension of time: just and equitable
UNFAIR DISMISSAL – Reasonableness of dismissal
The Claimant was employed by the Trust as a consultant surgeon. He was the only black African consultant employed by the Trust.
After concerns were raised about his practice, he was restricted to non-clinical duties in September 2013 and the Royal College of Surgeons was invited to conduct a review of his practice; the reviewers reported in April 2014, making various adverse findings about his practice and a series of recommendations. After some delays, the Trust’s Medical Director took the view that a capability panel should be appointed; after further delays, a hearing took place in March 2015 and on 7 May 2015 the panel dismissed the Claimant for capability reasons.
Meanwhile in May/June and October 2014 the Claimant had raised grievances alleging that he was being discriminated against in relation to the capability concerns because of his race. The Trust considered that these grievances were brought as a way of delaying or derailing the capability procedure and said that they were ‘out of time’ and failed to deal with them under the Trust’s formal grievance procedure, although they were considered and rejected by the ‘case investigator’ appointed under the capability procedure.
The Claimant appealed against the dismissal but the Trust failed to arrange a hearing to take place within 25 days of the appeal as required by the capability procedure and the Claimant said he would not participate in the appeal.
The ET:
(1) found that the Claimant was discriminated against because of his race in relation to the failure to deal with his grievances under the formal grievance procedure;
(2) extended his time for bringing a claim for discrimination based on (1) under section 123(1)(b) of the Equality Act on the basis that it was ‘just and equitable’ to do so;
(3) found that the Claimant was unfairly dismissed because:
(a) in its conduct in the period from September 2013 to the panel’s decision (in particular its restriction of the Claimant to non-clinical duties in September 2013) the Trust had acted as no reasonable employer would have acted;
(b) that conduct was sufficient to taint the decision to dismiss and render it unfair;
(c) (although the panel had reached the view that the Claimant’s capability was impaired on reasonable grounds and there was no criticism of its procedure) the panel had given insufficient consideration to possible remediation or redeployment of the Claimant;
(d) the Trust’s failure to comply with the procedural timetable for the hearing of an appeal involved acting as no reasonable employer would have acted and denied the Claimant the opportunity to appeal against the dismissal decision.
The EAT allowed the Trust’s appeals against the findings of discrimination and unfair dismissal.
(1) The inference that the failure to deal with the grievances in accordance with the grievance procedure was race discrimination was based solely on the fact that the reason given at the time, i.e. that they were ‘out of time’, was not a sustainable reason; but the ET found that the Trust considered that the grievances were presented as an attempt by the Claimant to delay or derail the capability proceedings: this provided a complete explanation for the Trust’s conduct unrelated to the Claimant’s race and the inference of race discrimination was unsupportable and the claim should have been dismissed.
(2) It followed that the decision to extend the time for bringing the claim for race discrimination was no longer a relevant issue. On the point which was argued (namely whether it was ever open to the ET to extend time when the Claimant had presented no evidence as to why he had failed to present a claim in time) the apparent conflict in the EAT jurisprudence had now been resolved by the Court of Appeal in Abertawe Bro Morgannwg University Local Health Board v Morgan [2018] EWCA Civ 640, which makes it clear that, if a Claimant gives no evidence on that issue, the ET is not obliged to infer that there was no acceptable reason for the delay and that, even if there is no acceptable reason for the delay, that does not necessarily mean that time should not be extended.
(3) The finding of unfair dismissal involved errors of law in that
(a) the conclusion that the Trust’s conduct between September 2013 and the panel’s decision was sufficient to render the dismissal unfair without reference to the reasonableness of the decision or the circumstances applying when it was made focussed on the wrong question and involved an error of approach (see: McAdie v Royal Bank of Scotland [2007] EWCA Civ 806);
(b) when considering the decision to dismiss itself the ET did not focus properly on its reasonableness because they failed to engage with the reasons set out in the dismissal letter for rejecting the various possible alternatives to dismissal;
(c) the conclusion that the Trust’s failure to comply with the timetable for the hearing of the Claimant’s appeal was unfair and deprived the Claimant of the opportunity to appeal was perverse.
Shanks HHJ
[2018] UKEAT 0164 – 17 – 2604
England and Wales
Updated: 13 April 2022; Ref: scu.609162
DISABILITY DISCRIMINATION – Direct disability discrimination
Perceived Discrimination
The Employment Tribunal did not err in law in finding that the Respondent (1) perceived the Claimant to be disabled and (2) treated her less favourably because of the protected characteristic of disability.
David Richardson HHJ
[2017] UKEAT 0260 – 16 – 1912, [2018] WLR(D) 75, [2018] ICR 812, [2018] IRLR 193
England and Wales
Appeal from – Chief Constable of Norfolk v Coffey CA 21-Jun-2019
The claimant had a minor hearing impairment. It was not of itself sufficient to amount to a disability in law, but the appellant took her off front line duties because of it. The CC now appealed a finding that it had breached the 2010 Act, saying . .
Lists of cited by and citing cases may be incomplete.
Updated: 13 April 2022; Ref: scu.601925
[1988] ICR 885
England and Wales
Cited – Amnesty International v Ahmed EAT 13-Aug-2009
amnesty_ahmedEAT2009
EAT RACE DISCRIMINATION – Direct discrimination
RACE DISCRIMINATION – Indirect discrimination
RACE DISCRIMINATION – Protected by s. 41
UNFAIR DISMISSAL – Constructive dismissal
Claimant, of . .
Lists of cited by and citing cases may be incomplete.
Updated: 12 April 2022; Ref: scu.374667
EAT Race Discrimination – Direct
His Honour Judge Peter Clark
EAT/1447/98
Updated: 12 April 2022; Ref: scu.171706
An assault on a company sponsored day out could be within the course of employment. Exclusion by the employer of consideration that the assault might be racially motivated, was itself race-specific and discriminatory.
Gazette 10-Nov-1999, (1999) IRLR 683
Appealed to – Sidhu v Aerospace Composite Technology Ltd CA 26-May-2000
The claimant, a Sikh, had reacted to racial abuse on a works outing. A company policy, when considering an allegation of violence in the work place, of looking at the employee’s behaviour and ignoring provocation was not race specific. A person . .
Appeal from – Sidhu v Aerospace Composite Technology Ltd CA 26-May-2000
The claimant, a Sikh, had reacted to racial abuse on a works outing. A company policy, when considering an allegation of violence in the work place, of looking at the employee’s behaviour and ignoring provocation was not race specific. A person . .
Lists of cited by and citing cases may be incomplete.
Updated: 10 April 2022; Ref: scu.89257
Assuming that a woman won’t return to work after her child’s birth is discriminatory.
Times 21-Oct-1993
Updated: 10 April 2022; Ref: scu.89072
A dismissal linked to a sex change was a breach of the sex discrimination Directive.
Times 07-May-1996, C-13/94
Council Directive 76/207/EEC Feb 9 1976
Updated: 10 April 2022; Ref: scu.87664
the General Medical Council may not impose a higher standard on foreign doctors for qualification. Such a requirement is discriminatory.
Times 17-Feb-1995, Ind Summary 01-May-1995
Appeal from – Regina v General Medical Council Ex Parte Virik CA 31-Oct-1995
On registering a foreign doctor there is no test for comparison with an EU doctor. . .
Lists of cited by and citing cases may be incomplete.
Updated: 09 April 2022; Ref: scu.86686
A Local Authority may use traditional school catchment areas as a basis for admissions policies for initial allocation of schools, without this being racially discriminatory. They are a valid basis of choice, despite supervening population shifts.
Ind Summary 22-Nov-1993, Gazette 03-Nov-1993, Times 21-Oct-1993
Updated: 09 April 2022; Ref: scu.86183
An Industrial Tribunal may not look at a claim of race discrimination which had taken place in the context of a disciplinary appeal following a dismissal. The act of discrimination had not been in the course of the employment.
Times 23-Feb-1995
See also – Adekeye v Post Office EAT 17-Feb-1993
Events in an internal appeal procedure can found a race bias claim even though by that time the employment has terminated. . .
Appealed to – Post Office v Adekeye CA 13-Nov-1996
Race discrimination which took place after a dismissal was not unlawful within the section, since that first required the context of employment, and after the dismissal, the applicant was no longer in that employment. The natural meaning of the . .
See also – Adekeye v Post Office EAT 17-Feb-1993
Events in an internal appeal procedure can found a race bias claim even though by that time the employment has terminated. . .
Appeal from – Post Office v Adekeye CA 13-Nov-1996
Race discrimination which took place after a dismissal was not unlawful within the section, since that first required the context of employment, and after the dismissal, the applicant was no longer in that employment. The natural meaning of the . .
Lists of cited by and citing cases may be incomplete.
Updated: 09 April 2022; Ref: scu.84810
An international organisation is immune from a Race Relations action in the Industrial Tribunal.
Times 02-Jun-1994
International Organisations Act 1968
Updated: 09 April 2022; Ref: scu.84109
The tribunal gave details of the proper approach to the assessment of damages for pregnancy dismissals from forces.
Times 22-Dec-1995
Updated: 09 April 2022; Ref: scu.83748
Compensation awarded for a pregnancy dismissal was to assume that the worker would ready to work again after six months. Review and guidelines of damages for unfair dismissal for pregnancy. The hypothetical question requires careful thought before it is answered. It is a difficult area of the law. It is not like an issue of primary fact, as when a court has to decide which of two differing recollections of past events is the more reliable. The question requires a forecast to be made about the course of future events. It has to be answered on the basis of the best assessment that can be made on the relevant material available to the court. That includes statistical material. Morison J said: ‘statistics are going to prove a good starting point’ in relation to the question of the length of service, which the applicant has hypothetically lost. Such chances ‘must be assessed sensibly having regard to what happens in real life.’
Morison J
Independent 15-Sep-1994, Times 02-Aug-1994, [1994] ICR 918
Cited – Vento v The Chief Constable of West Yorkshire Police (No 2) CA 20-Dec-2002
The claimant had been awarded damages for sex discrimination, including a sum of andpound;25,000 for injury to feelings. The respondent appealed.
Held: The Court of Appeal looked to see whether there had been an error of law in the employment . .
Cited – Chagger v Abbey National Plc and Another CA 13-Nov-2009
The claimant appealed against the limitation of 2% placed on the uplift of his award of damages for having failed to comply with relevant dispute procedures. The tribunal had found exceptional reasons for reducing the uplift given the size of the . .
Lists of cited by and citing cases may be incomplete.
Updated: 09 April 2022; Ref: scu.83742
Damages payable for hurt feelings after abortion undertaken to prevent discharge.
Times 27-Jun-1996
Updated: 09 April 2022; Ref: scu.83743
It was not discrimination not to offer English language lessons to a worker.
Gazette 21-Apr-1993
Race Relations Act 1976 4(2)(b)
Updated: 09 April 2022; Ref: scu.83592
A voluntary bonus paid by an employer to its staff at Christmas was ‘pay’ within Art 14 of the EC Treaty, where it was paid to encourage or reward for loyalty and work. Such a payment was not a ‘payment’ within the rules governing measures to encourage health and safety of pregnant and breast feeding workers.
Times 16-Nov-1999
ECTreaty Art 14, Council Directive 92/85/EEC
Updated: 09 April 2022; Ref: scu.83041
The withdrawal of a job offer to a man with cerebral palsy was not disability discrimination, where it was because of the difficulty of making the arrangements necessary to put the applicant in a position to do the work as opposed to pure work related issues.
Times 22-Oct-1998, Gazette 11-Nov-1998
Disability Discrimination Act 1995 6
Updated: 09 April 2022; Ref: scu.82734
Awards of damages for race discrimination were proper against both the employer, and an individual racist employee. 28k was not too much. Aggravated damages might be appropriate for direct discrimination where a complainant relied upon malice of conduct as a source of aggravation of hurt to feelings. Smith J reviewed the authorities on compensation for non-pecuniary loss and said: ‘(i) Awards for injury to feelings are compensatory. They should be just to both parties. They should compensate fully without punishing the tortfeasor. Feelings of indignation at the tortfeasor’s conduct should not be allowed to inflate the award. (ii) Awards should not be too low, as that would diminish respect for the policy of the anti-discrimination legislation. Society has condemned discrimination and awards must ensure that it is seen to be wrong. On the other hand, awards should be restrained, as excessive awards could, to use the phrase of Sir Thomas Bingham MR, be seen as the way to ‘untaxed riches’. (iii) Awards should bear some broad general similarity to the range of awards in personal injury cases. We do not think that this should be done by reference to any particular type of personal injury award, rather to the whole range of such awards. (iv) In exercising that discretion in assessing a sum, tribunals should remind themselves of the value in everyday life of the sum they have in mind. This may be done by reference to purchasing power or by reference to earnings. (v) Finally, tribunals should bear in mind Sir Thomas Bingham’s reference for the need for public respect for the level of awards made. ‘
Smith J
Times 31-Dec-1996, [1997] IRLR 162, [1997] ICR 275
Considered – Alexander v Home Office CA 1988
Prisoners are a section of the public for the purposes of the 1976 Act. The Court increased an award for injury to feelings awarded for race discrimination by prison officers from pounds 50 to pounds 500. The court considered the appropriate level . .
See Also – HM Prison Services and others v Johnson EAT 19-Feb-1996
. .
Cited – Bennett T/A Foxbar Hotel v Reid EAT 26-Sep-2001
The employer appealed an award of ten thousand pounds for injured feelings, following a finding of sex discrimination. It was said that the award went beyond compensation to punishment. To vary such an award, the EAT must find some error of . .
Cited – D Watt (Shetland) Ltd v Reid EAT 25-Sep-2001
The employer appealed an award of ten thousand pounds including aggravated damages, and other elements after a finding of sex discrimination. They also awarded six hundred pounds in interest. It was asserted that Scots law did not allow for . .
Applied – T G Harris v The Post Office (Royal Mail) EAT 25-Feb-2000
EAT Sex Discrimination – Injury to Feelings
The applicant, a homosexual, was humiliated at work by his fellow employees, and management failed to deal with his complaint. He succeeded in his claim for unfair . .
Cited – Vento v The Chief Constable of West Yorkshire Police (No 2) CA 20-Dec-2002
The claimant had been awarded damages for sex discrimination, including a sum of andpound;25,000 for injury to feelings. The respondent appealed.
Held: The Court of Appeal looked to see whether there had been an error of law in the employment . .
Cited – British Telecommunications plc v Reid CA 6-Oct-2003
The respondent appealed an award of pounds 10.000 for damages for an act of direct race discrimination. The claimant, of Afro-Caribbean origin, had been subjected to a racist comment.
Held: Translating hurt feelings into hard currency will . .
Cited – Wardle v Credit Agricole Corporate and Investment Bank CA 11-May-2011
The claimant had been found to have been unlawfully dismissed and to have suffered nationality discrimination. Each party appealed against aspects of the compensatory award including the application of the statutory uplift, and the calculation of . .
Lists of cited by and citing cases may be incomplete.
Updated: 08 April 2022; Ref: scu.82557
Rule under which job-share employees lost out on pay rates when converted into full time equivalents were discriminatory against women since more women had job-share arrangements
Times 02-Jul-1998, C-243/95
ECTreaty 119 Council Directive 75/117/EEC
Updated: 08 April 2022; Ref: scu.81376
A remark of it being ‘bad news’ to have a woman fire-fighter could found a claim for sex discrimination.
Times 08-Oct-1996
Updated: 08 April 2022; Ref: scu.81340
A rule calculating an entitlement to promotion according to part time work was in breach of Article and discriminatory though public service.
Times 24-Nov-1997
Updated: 08 April 2022; Ref: scu.80803
The Sunday trading law banning trading on Sunday’s does not create any situation of sex discrimination.
Times 27-May-1993, Independent 27-May-1993
Shops Act 1950 47, Sex Discrimination Act 1975
England and Wales
Updated: 08 April 2022; Ref: scu.79102
A claim for sex discrimination can be brought against an employee of an organisation as well as the organisation itself, provided that the claim arises from actions which could also be held to be those of the employer. Employees are agents of their employers.
Gazette 02-Sep-1999, (1999) IRLR 410
Sex Discrimination Act 1975 41
Updated: 08 April 2022; Ref: scu.77775
The appellant canon had entered into a same sex couple marriage, and the respondent, his bishop, had revoked his ‘permission to officiate’ licence. The canon now appealed from rejection of his claim for discrimination.
Gloster VP CA, Underhill, Asplin LJJ
[2018] EWCA Civ 564, [2018] WLR(D) 179
England and Wales
Updated: 07 April 2022; Ref: scu.608353
[2018] EWCA Civ 640, [2018] WLR(D) 197
England and Wales
Updated: 07 April 2022; Ref: scu.608337
EAT MATERNITY RIGHTS AND PARENTAL LEAVE – Unfair dismissal
SEX DISCRIMINATION – Pregnancy and discrimination
SEX DISCRIMINATION – Burden of proof
Automatic unfair dismissal by reason of pregnancy – section 99 Employment Rights Act 1996 and regulation 20 Maternity and Parental Leave etc Regulations 1999
Pregnancy discrimination – section 18 Equality Act 2010
Burden of proof – section 136(2) Equality Act 2010
The Claimant had worked for the Respondent for a short period of time and was still within her probationary period when it was decided that she would be dismissed due to her ’emotional volatility’ and ‘failure to fit in with the Respondent’s work ethic’. The ET accepted that this decision was made on 3 August 2016, before the Respondent was aware that the Claimant was pregnant. On 4 August 2016, when arranging a meeting with the Claimant to tell her of this decision, the Respondent learned of the Claimant’s pregnancy. The meeting went ahead on 5 August 2016, when the Claimant was informed of the decision reached two days earlier and provided with a letter confirming the reasons for it. The ET found, however, that delaying the communication of the Claimant’s dismissal meant the Respondent had the opportunity to review its decision in the light of its knowledge of the Claimant’s pregnancy, which ‘clearly had a bearing on the behaviour that the Respondent considered was the last straw’. The ET found the Claimant had therefore ‘proved facts sufficient to reverse the burden of proof’ and the Respondent had failed to show that the dismissal was in no sense whatsoever related to the Claimant’s pregnancy; it upheld the Claimant’s complaints of pregnancy discrimination and automatic unfair dismissal by reason of pregnancy. The Respondent appealed.
Held: allowing the appeal
The ET had failed to apply the correct legal test in this case; it had effectively found the Respondent liable by omission – the ET apparently considering that the Respondent ought to have re-visited its decision to dismiss the Claimant (taken on 3 August, without any knowledge of her pregnancy) once it learned she was pregnant. The ET took the view that once the Claimant had told the Respondent she was pregnant ‘It must have been obvious . . that the Claimant’s attendance at hospital and her emotional state were pregnancy related’. That was not the correct legal test; the ET had been required to determine whether the Claimant’s pregnancy itself had been the reason or principal reason for her dismissal or whether the decision to dismiss had been because of her pregnancy. The ET had also erred in concluding that the answer to this question was provided by the shifting burden of proof. It had made no finding of fact, further to its finding as to the decision taken on 3 August, such as would establish a prima facie case and shift the burden to the Respondent. Moreover, the ET had failed to consider any explanation provided by the Respondent; had it engaged with the Respondent’s case, it would further have been apparent to the ET this was directed to the claim as put by the Claimant, which was not the case being considered by the ET itself.
Eady QC HHJ
[2018] UKEAT 0197 – 17 – 0301
England and Wales
Updated: 05 April 2022; Ref: scu.605704
EAT Disability Discrimination – Reasonable Adjustments – The Claimant was training to be a Consultant Anaesthetist until she developed a latex allergy in October 2013; that condition was a disability for the purposes of Equality Act 2010. After meetings and enquiries, the First Appellant (the NHS body responsible for training) informed her in November 2014 that she would not be able to continue with her training because of the condition and she resigned from her employment with the Second Appellant in March 2015 and claimed that both Appellants had failed in their duty to make ‘reasonable adjustments’ to enable her to continue to work and train.
The ET upheld this claim on the basis (in effect) that it ought to have been possible somehow to continue her training within the NHS and that the Appellants had not done enough to investigate matters.
In so doing the ET had treated the NHS as a single entity and failed to have proper regard to the specific legal functions and powers of the two Appellants; as a consequence the ET had (a) imposed liability on both of them indiscriminately without any separate consideration of their respective positions, (b) decided that it would have been a reasonable adjustment on the part of both of them to provide training and work in a latex free hospital when the First Appellant had no control over any hospital and the Second Appellant had no control over those of other Trusts and no control over where the First Appellant required the Claimant to carry out her training, and (c) apparently decided that they should both make adjustments in relation to exams or other speciality training requirements when neither of them had control over these matters.
This was an error of law and the decision could not stand.
Shanks HHJ
[2018] UKEAT 0068 – 17 – 0203
England and Wales
Updated: 05 April 2022; Ref: scu.605705
Bean, Leggatt LJJ
[2018] EWCA Civ 346
England and Wales
Updated: 05 April 2022; Ref: scu.605691
EQUAL PAY ACT – Indirect discrimination
[2018] UKEAT 0183 – 17 – 2702
England and Wales
Updated: 05 April 2022; Ref: scu.605649
The claimants, adult men of the Muslim faith detained at an immigration removal centre claimed that the conditions and regime interfered with their required religious observance as, they say, devout Muslims, and that the conditions and regime had a differential and discriminatory impact upon them as Muslims, not experienced by those of other faiths or of no faith at all. This is said to follow from a combination of the hours of ‘lock-in’ when detainees coukld not leave their rooms; the required times of Muslim prayer; room sharing; and the presence within the room of a lavatory cubicle without a door.
Holman J
[2018] EWHC 213 (Admin)
England and Wales
Updated: 05 April 2022; Ref: scu.605604
VICTIMISATION DISCRIMINATION – Interim relief
VICTIMISATION DISCRIMINATION – Whistleblowing
VICTIMISATION DISCRIMINATION – Dismissal
JURISDICTIONAL POINTS – Fraud and illegality
Interim relief application – whistleblowing claim – complaint of automatic unfair dismissal under section 103A Employment Rights Act 1996 – protected disclosures – public interest – illegality
Eady QC HHJ
[2017] UKEAT 0283 – 17 – 2212
England and Wales
Updated: 05 April 2022; Ref: scu.605325