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United Kingdom Employment Appeal Tribunal |
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You are here: BAILII >> Databases >> United Kingdom Employment Appeal Tribunal >> Harvey-Bussell v Sun Alliance Group Plc & Ors [1999] UKEAT 721_98_0112 (1 December 1999) URL: http://www.bailii.org/uk/cases/UKEAT/1999/721_98_0112.html Cite as: [1999] UKEAT 721_98_112, [1999] UKEAT 721_98_0112 |
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At the Tribunal | |
Before
THE HONOURABLE MR JUSTICE LINDSAY (PRESIDENT)
MS B SWITZER
MISS D WHITTINGHAM
APPELLANT | |
RESPONDENT |
Transcript of Proceedings
SEXUAL DISCRIMINATION
Revised
For the Appellant | MR B BURGER (OF COUNSEL) |
For the Respondents | MR R LEMON (OF COUNSEL) INSTRUCTED BY: GROUP LEGAL DEPARTMENT ROYAL & SUN ALLIANCE INSURANCE GROUP PLC PO BOX 30 NEW HALL PLACE LIVERPOOL L69 3HS |
MR JUSTICE LINSAY (PRESIDENT):
Within that broad title, our first subtitle would be to deal with the complaint that the tribunal failed adequately to consider the guidance given by the well known case King v Great Britain-China Centre [1991] 1RLR 513 in the Court of Appeal as to the difficulties that are to be expected in an Applicant producing direct evidence of discrimination, be it sexual discrimination or racial discrimination, and the consequential need, in such cases, for tribunals to draw inferences.
"Mr Lemon reminded us of the burden of proof, and the guidance given in King v The Great Britain-China Centre [1991] IRLR 513 by Neil L.J. at paragraph 38 of the report".
Paragraph 38 of the report is one of the very paragraphs which Mr Burger's skeleton says was overlooked by the Tribunal.
As an illustration of the Tribunal's alleged incorrect approach to evidence, Mr Burger draws attention to the subject referred to at the Tribunal below as "the Peter Taylor letter". A great deal was said on the subject below. Although a merger between the Sun Alliance and the Royal was in course, nonetheless interviews were arranged for the job of Compliance Officer for the merged undertaking. Other jobs were being interviewed for at the same time. It was a very busy time. Over 100 interviews were arranged for the week 15th July 1996. A letter, "the Peter Taylor Letter", was sent to candidates who were already at the level described as "Board-appointed Managers" and the Tribunal made some findings in this regard. In their paragraph 58 they say:-
"Mrs Harvey-Bussell was not a Board-appointed Manager and did not get the letter: it was not realised that she had not had that letter until later, although, as a candidate for senior position she should not have had it. But the circulation of the letter to Board-appointed Managers was certainly not directed at excluding Mrs Harvey-Bussell, or women generally".
And a little below:-
The information about selection criteria contained in the Peter Taylor letter (1/61) gave some very general criteria, which were the sort of information that anyone would assume to be likely to be applicable to any such jobs. It was unfortunate that Mr Jones and Mr Greenway had handled the distribution of the supplementary documentation to the Peter Taylor letter differently. But none of this was discriminatory: it was simply the way that events evolved.
And a little later:-
Neither Mr Parry nor Mr Clark had had any hand in the distribution of the documents. They had done nothings to discriminate against her, and Mr Parry had done everything he could to see that she was not disadvantaged. It was not clear whether Mrs Harvey-Bussell was complaining of indirect discrimination in the documentary distribution. If she was, the decision to distribute only to Board-appointed Managers, was on the face of things, justified. In any event, Mrs Harvey-Bussell had suffered no detriment by the absence of the documentation.
"It had only been management who were circulated with the Peter Taylor letter, which detailed not only the selection criteria but also the full structure of jobs making it clear how the new organisation would be established. This enabled managers to apply for any other jobs at their management level within the company. It had only been circulated to Managers and was clearly therefore of discriminatory effect".
"We now come to the two complaints which are undoubtedly in time, the first of which is that the Applicant was provided with late and incomplete material for the interview as Compliance Officer in the merged organisation. We note that this complaint was put both as direct and indirect discrimination. It is undoubtedly true that the Applicant did not receive the Peter Taylor letter, or the job profiles, or the competencies document. While we have every sympathy with the Personnel Department of the Sun Alliance which was working under great pressure with the approach of the merger, we have to say that we think that the department did not perform well in this instance. Mr Jones had obviously not adequately understood what Mr Greenway, his opposite number at Royal Insurance was doing. Mr Greenway, very properly as it seems to us, circulated the Peter Taylor letter and the enclosures to those people in the Royal who were candidates for senior management positions. Mr Jones appears to have given the instruction that the Peter Taylor letter should be circulated only to M-grade Managers, even though he knew or ought to have known that Mrs Harvey-Bussell, who was in fact the only G7 candidate for senior management position, should have received the letter"
And going on to paragraph 132:-
"Looking at it first as a matter of direct discrimination, we think we have to say, first of all, that we are entirely satisfied that the failure to send Mrs Harvey-Bussell the Peter Taylor letter was not deliberate discrimination, but was, rather, the product of weak management, although at a time of great pressure".
And then they conclude in relation to the steps taken to distribute and so on:-
"This strikes us a said picture of muddle and poor management on Mr Jones's part, but we are satisfied that it was not less favourable treatment on the grounds of Mrs Harvey-Bussell's sex. It arose from a failure of imagination on Mr Jones's part to see that, as a candidate for senior management, she would need these documents. Although we think that the whole episode was deeply unfortunate, it certainly does not strike us as having been direct discrimination on the grounds of sex, and therefore it does not strike us as having been discriminatory".
"the failure to send to send [the Appellant] the Peter Taylor letter was not deliberate discrimination".
The skeleton continues
"It is clear from the House of Lords decision in R v Birmingham City Council, ex p Equal Opportunities Commission [1989] IRLR 173, that subjective intention, motive or reason cannot save a criterion from being less favourable with treatment of grounds of sex and therefore sex discrimination".
"Did Mrs Harvey-Bussell in fact suffer detriment because she did not receive the documents, or some of them, at the same time as Mr Osborne. Mr Osborne was a competitor for the job.
This, it was a matter to which we have given, we hope, very careful consideration. We have concluded that she did not suffer detriment. It is clear that despite the absence of the Peter Taylor letter and the belated disclosure to her of the job description (and, until the interview itself, the non-disclosure of the competencies document), [the Appellant] had been able to construct, what was, if we may say so, a very sensible and well put together curriculum vitae, addressed to what she correctly inferred would be the requirements of the job. Although the competencies document was disclosed to her only at the interview, she was given an opportunity to consider it and, if we may say so, there is nothing in that document which contains anything which should have surprised a member of senior management seeking a senior position. It must be borne in mind that we have accepted the evidence of Mr Parry and Mr Clark as to the progress of the interview and we accept Mr Parry's evidence that Mrs Harvey-Bussell had interviewed well".
"Industrial tribunals when considering the explanation put forward by the employer in such a case as this, will not find it sufficient to use the usual judicial tool in deciding where the truth lies, that is by reference to the manner and demeanour of the witnesses. It is not possible to detect discriminatory treatment by the use of such a tool since discrimination may be subconscious or unconscious and may be found to exist even where a respectable witness convincingly denies racial motivation".
"The crucial witness for the Applicant was Mrs Harvey-Bussell herself. We have to say that we thought her evidence was not always accurate, and that, although we are sure that was not intending to mislead us, she has a firmly fixed view of what happened, and that she has convinced herself that what she says is true. But, having observed her at the witness table for something over 3½ days, so that we have had a considerable opportunity of judging her as a witness, we have concluded that where her evidence conflicts with that of any other witness, we do not accept her evidence except where it is corroborated".
22. An Inference Which the Tribunal should have drawn
Here, Mr Burger's skeleton draws attention to a series of features, each of which is expressly referred to by the Tribunal. He refers to matters dealt with in paragraph 25, 115, 27.1 (1), 27.1 (3), 135 and 116. The argument is that if these features had been regarded cumulatively, then it would have been unlikely, that the Peter Taylor Letter incident could have been regarded as a satisfactorily explained away by the Respondent. That is, in effect, an argument that the Tribunal could, without impropriety, have found that the incident represented less favourable treatment of Mrs Harvey-Bussell. But that, as an argument, represents no error of law. For there to be error of law, Mr Burger would need to demonstrate that no employment tribunal properly instructing itself could have failed to draw the inference of less favourable treatment by reason of sex. His argument, as it seems to us, falls well short of that, and, further, there is no indication that the Tribunal which expressly mentions each of the features that we have just referred to, did not have them all in mind. There was no suggestion that they were not accumulatively in mind.
The person who got the job of compliance officer in the merged group was a Mr McClaren. One of the interviewing panel, Mr Parry, had experience of working with Mr McClaren and had a high regard for his achievements and the other panellist agreed with Mr Parry's assessment. It was argued for Mrs Harvey-Bussell that she was the better candidate. An objective table purporting to make some comparison between the two was put to the Tribunal by Mrs Harvey-Bussell's then counsel. But it failed to impress the Tribunal. What they say is:-
"Mr Reed's next complaint was that the Applicant had not been selected as the Compliance Officer. He submitted that on a level playing field the Applicant was the stronger candidate. He analysed the comparative qualifications of the Applicant and Mr McClaren at the table set out in sub paragraph 14(2). We say no more than that it does not seem to us that that table demonstrates that the Applicant was necessarily the best candidate".
"The Employment Tribunal state that they were not assisted or influenced by the Appellant's attempts to compare herself with Mr McClaren".
And then a little later:-
"Section 5(3) of the Sex Discrimination Act requires a comparison to be drawn. It is submitted therefore that the Tribunal erred in failing to consider such a comparison as a primary fact from which draw inferences could legitimately be drawn".
"Reverting to the question on whether Mrs Harvey-Bussell suffered discrimination by the failure to appoint her as a compliance offer of the merged organisation, we have to say that we were neither assisted nor influenced by Mrs Harvey-Bussell's comparison of herself with Mr McClaren and that we have not allowed ourselves to be prejudiced by what seemed to us to be the spiteful and irrelevant attacks which she sought to make on Mr McClaren".
And then a little later:-
"We remind ourselves that Mr Parry thought that Mrs Harvey-Bussell interviewed well, though both he and Mr Clark had doubts about a number of her personality traits - particularly her status-consciousness and what they saw as her sycophantic and ingratiating approach towards Mr Parry, at the interview. We repeat that we do not regard it as discriminatory that she was not appointed as Compliance Officer of the new organisation".
Mr Parry was disposed in Mr McClaren's favour from past experience of him. The Tribunal went into that and they concluded, again in paragraph 127:-
"We are not prepared to draw the inference that his unconscious prejudice in favour of Mr McClaren was because Mrs Harvey-Bussell was a women."
Was there, the question is raised, within the meaning of section 1(b) of the 1975 Act, the application to Mrs Harvey-Bussell of a requirement or condition. The Tribunal held, it will be remembered, that there was simply an administrative muddle on the part of the unimpressive Mr Jones. We should perhaps remind ourselves again of the passage in paragraph 132:-
"This strikes us as a sad picture of muddle and poor management on Mr Jones's part, but we are satisfied that it was not less favourable treatment on the grounds of Mrs Harvey-Bussell's sex. It arose from a failure of imagination on Mr Jones's part…."
and the passage continues as we have already read it.
Is is true that through an administrative muddle by an unimpressive manager, Mrs Harvey-Bussell got materials supplied to her either not at all or later than other candidates who were competitors for the same job and who were heading towards the same interviews but, as we have indicated, she was held already to have composed a well-put-together c.v. She had already correctly inferred the requirements of the new job. She was given the opportunity to consider the late competencies document. That document, that was received late, in any event said nothing surprising to a person of her level of intelligence and seniority and she interviewed well in any case. If there was, contrary to the Tribunal's view, some applied condition or requirement, well then, on the facts there was no detriment occasioned to Mrs Harvey-Bussell and thus there was no indirect discrimination within section 1 and, that being so, section 6(2)(a) never came into play.
On this, the skeleton argument on her behalf, says this:-
"It is submitted that the reasons, for the unconscious prejudice in favour of Mr McClaren are in themselves capable of founding an indirect sex discrimination complaint. The tribunal state "We think that the truth of the matter is that [the Appellant] would have had to interview supremely well to have overborne Mr Parry's unconscious prejudice in favour of Mr McClaren, based upon his experience of working with Mr McClaren…" [paragraph 135]. It is submitted that the statistics show that as a woman, the Appellant would have had a far less opportunity to have worked with Mr Parry in order to satisfy the criteria of her unconscious prejudice".
This refers to a complaint which is hard not to regard as exaggerated out of all proportion. It refers to a reference in a memorandum to Mrs Harvey-Bussell as being "overwrought". This memorandum was withdrawn and changed. Mrs Harvey-Bussell had made a strong attack on a Mr Osborne at a meeting chaired by a Mr Tomlinson. Mr Osborne wrote a draft memorandum to give to Mr Tomlinson. Dealing with the matter, at page 107 paragraph 138, the Tribunal dealt with a subject called "Attempted Concealment of the Original Memorandum" and they continue:-
"We suppose that that is one way of putting it. The other way of putting it, and the way which we accept, is that Mr Osborne saw that exception could be taken to the word "overwrought" and, on more mature reflection, withdrew his memorandum and substituted the memorandum which appears at page 122, which does not contain the word "overwrought". That seems to us to be a perfectly proper course of action. It also seems reasonable to us that Mr Osborne should have rewritten his memorandum and withdrawn the original one when he knew that Mrs Harvey-Bussell wished to see the memorandum, precisely because he did not wish to offend or harass her. We do not well see how Mrs Harvey-Bussell can complain that she was harassed by a memorandum which had been withdrawn, and which she insisted upon seeing. We come back to the point that the memorandum received very restricted circulation and was in fact only published to Mr Tomlinson and, at her own insistence, to Mrs Harvey-Bussell".
A little later in 139 they say:-
"We find that if Mrs Harvey-Bussell suffered any detriment by having insisted on seeing the original of the withdrawn memorandum, the detriment was so trivial that the law should not take any account of it".
And finally on the subject:-
"If there any detriment in this case, it is de minimis, and we do not think that the situation as a whole can fairly be said to amount to less favourable treatment of Mrs Harvey-Bussell by Mr Osborne, when he was simply responding in writing to a premeditated attack of which he had not been given notice".
We do not see that any error of law can be identified under the heading "Harassment" as is addressed in Mr Burger useful skeleton.
There is quite a long passage in paragraph 9 that deals with this element of the case. It reads as follows:-
"The other matter concerns the way in which we refer to the Applicant. In her Originating Application, she describes herself as Mrs Harvey-Bussell. But on 1 May 1996, she had written to Life Personnel Administration (document 5/63) indicating that her correct form of address in future was to be "Baroness Harvey-Bussell of Moycarne, or, for convenience, Lady Harvey-Bussell (though she says that this address is only to be used in formal documents – i.e. those in which she had been previously described as "Mrs" rather than simply as "Tracey"). In evidence, the Applicant told us that her husband had, during 1995, acquired the title Baron Harvey-Bussell of Moycarne. It was put to her in cross-examination, and she did not deny, that he had acquired the title by purchase, and that it was the equivalent, in Ireland, of an English Lordship of the Manor rather than or a peerage. The Applicant maintained that it was the equivalent of a peerage, and indicated that her husband could give evidence on this point, and as to how she he had acquired the title- but Mr (or Baron) Harvey-Bussell was never called to give evidence. With absolutely no disrespect to the Applicant, it does not appear self-evident to us, that in England, she is entitled to describe herself as "Baroness" which, since the passing of the Life Peerages Act, has come to imply that the holder of the title is a Life Peeress by creation, e.g. (to mention one of the best-known holders of such a title) Baroness Thatcher. So in this decision we shall refer to the Applicant, as she refers to herself in her Originating Application, and as we referred to her during the hearing without objection on her part, as Mrs Harvey-Bussell".
"The Respondents contended that Mrs Harvey-Bussell was unduly status conscious, not only as to grade, but in personnel matters (such as insisting on the title of Baroness, and sending Christmas cards from "Baron and Baroness Harvey-Bussell); that she lacked "political" sensitivity, which led to her to write tactless and intemperate letter to senior managers, and that she could be sensitive and, indeed, bullying towards people who reported to her".
Later on in the decision, one finds at paragraph 61:-
"In particular, Mrs Harvey-Bussell came across at the interview at status-conscious, which was not a trait likely to be well received in Liverpool where the appointment was to be based, and at the same time sycophantic towards Mr Parry".
And, finally on the subject, it is necessary to refer to a letter from Mr D de Saxe, the Chairman at the Employment Tribunal, to explain how a reference to "Hyacinth Bucket" came to be made. There is no reason to doubt the accuracy of this letter and it says:-
"Mrs Harvey-Bussell is right in saying, at paragraph 7 of her affidavit, that she was subjected to prolonged examination about her personal life and behaviour. I felt that that cross-examination on these points was becoming too prolonged, and said to Counsel for the Respondents words to the effect that "Even if this lady had been behaving like Hyacinth Bucket (I agree that Counsel had not referred to this character) it wouldn't follow that she hadn't been discriminated against?" – to which Counsel agreed. This was – it was certainly meant to be – an intervention in Mrs Harvey-Bussell's favour".