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You are here: BAILII >> Databases >> United Kingdom Employment Appeal Tribunal >> The Prince’s Trust v Donelan (Disability Discrimination : Disability related discrimination) [2013] UKEAT 0107_12_1403 (14 March 2013) URL: http://www.bailii.org/uk/cases/UKEAT/2013/0107_12_1403.html Cite as: [2013] UKEAT 0107_12_1403, [2013] UKEAT 107_12_1403 |
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At the Tribunal | |
Before
THE HONOURABLE MR JUSTICE SINGH
MR M CLANCY
MR G LEWIS
APPELLANT | |
RESPONDENT |
Transcript of Proceedings
JUDGMENT
For the Appellant | MS L McNAIR-WILSON (of Counsel) Instructed by: Magrath LLP Solicitors 66-67 Newman Street London W1T 3EQ |
For the Respondent | MISS K DONELAN (The Respondent in Person) |
SUMMARY
DISABILITY DISCRIMINATION ACT – Disability related discrimination
The Respondent employer appealed against the findings of the Employment Tribunal that the Claimant had been subject to disability related discrimination and harassment. The principal ground of appeal was that the ET failed to appreciate the full impact of London Borough of Lewisham (2008) on the need for a comparator under the DDA 1995.
Held: the ET had erred in the manner alleged and the appeal would be allowed.
THE HONOURABLE MR JUSTICE SINGH
Introduction
Factual background
Material legislation
"(1) For the purposes of this part, a person subjects a disabled person to harassment where for a reason which relates to the disabled person's disability he engages in unwanted conduct which has the purpose or effect of:
(a) violating the disabled person's dignity or;
(b) creating an intimidating, hostile, degrading, humiliating or offensive environment for him.
(2) Conduct shall be regarded as having the effect referred to in paragraph (a) or (b) of subsection (1) only if having regard to all the circumstances, including in particular the perception of the disabled person it should reasonably be considered as having that effect."
The Employment Tribunal's Judgment
"Whether the respondent treated the claimant less favourably than a hypothetical comparator on the grounds of her disability and/or for a reason related to her disability, and/or failed to make reasonable adjustments [there then followed a number of specific reasonable adjustments which it was argued on behalf of the claimant should have been made and had not been made in breach of the respondent's duty]."
"In relation to the allegation that the claimant was bullied into agreeing phased returns to work, Mr Doyle used punitive language towards the claimant as set out in paragraphs 5.12, 5.14, 5.20 and 5.22 above which had the effect of creating an intimidating and hostile environment for the claimant. He did so because of her absence, believing she could choose to come to work. Her perception, suffering as she was from a variety of symptoms during this period, the cause of which had not been diagnosed and very much wanting to keep her job, was that she was being punished for her absences and pressurised to attempt to return to work when she was not well enough to do so. In all the circumstances it can reasonably be regarded as having that effect. In that respect only the claimant's claim of harassment succeeds."
"As far as the remaining matters which the claimant alleges in the list of issues amounted to disability related discrimination, the respondent did implement phased returns to work before it had consulted with a medical specialist and/or before the underlying cause of the claimant's condition had been identified. In doing so, Mr Doyle did not follow the respondent's own attendance management policy to which Mr Collins referred him and to which he referred the claimant. We also reiterate the facts in relation to the claimant which we set out in paragraph 11 above and which led us to conclude that by the end of May 2009 the respondent had constructive knowledge that the claimant was a disabled person. Mr Doyle used punitive language in his dealings with the claimant believing she could choose to come to work. From the above facts we could conclude in the absence of an adequate explanation that implementing further phased returns after the end of May 2009 was unlawful discrimination. Mr Doyle has given no adequate explanation for his treatment of the claimant. We conclude that he would have followed the appropriate procedure and made adequate enquiries before deciding what course of action he should take in relation to a non-disabled employee who was similarly absent from work and that he treated the claimant less favourably for a reason relating to her disability; namely her absence and that treatment was not justified."
"Similarly, the Respondent did invite the claimant to a disciplinary meeting in November 2009. By then it had actual knowledge that she was disabled, it had an attendance management policy which Ms Unsworth did not follow despite the clear reference in it as to the circumstances in which the disciplinary procedure would apply. It was decided in August 2009 that on expiry of her sick note she would be called to attend a disciplinary meeting. From the above facts, we could conclude in the absence of an adequate explanation that inviting the claimant to a disciplinary meeting was unlawful discrimination. We do not find the explanation given to the claimant by Ms Unsworth from whom we heard no evidence for the application of the disciplinary procedure to her credible. A non-disabled employee who had not complied with four phased returns to work due to an illness which did not amount to a disability would not have been invited to a disciplinary meeting but to a meeting under the respondent's attendance management policy. We conclude that the respondent did treat the claimant less favourably for a reason relating to her disability; namely she had failed to comply with four phased returns to work and that treatment was not justified …"
The grounds of appeal
Ground 1
"When an employee is dismissed for the potentially fair reason of capacity a Tribunal must consider whether the employee was treated less favourably for a reason related to her disability under section 3A(1)(a) DDA and the appropriate comparator for such exercise is a person who is not disabled or who has a different disability and who is also incapable of working. In order for the alleged discriminators reason to relate to the disability it is necessary that the discriminator knows of to know of the disability at the time of the alleged discriminatory act (London Borough of Lewisham v Malcolm [2008] UKHL 43). An employer may be justified in dismissing the employee even if the illness relates to a disability."
"… after Malcolm, in relation to a claim under section 3A(1) of DDA an employer was required to have actual or imputed knowledge of the disability."
"There was thus until recently a real and well recognised difference between the two types of discrimination but in London Borough of Lewisham v Malcolm … the House of Lords construed the language of a section of the Act whose terms were substantially identical to section 3A(1) in such a way as to render its scope for all practical purposes no different from that of direct discrimination. That is because it defined the comparator as a person whose case was in all respects identical of that of the claimant but who was not disabled. On this basis, less favourable treatment would in practice only be established where the disability constituted the ground for the treatment, i.e. in a case of direct discrimination. That this was the effect of the House's decision was expressly recognised by Lord Brown; see para.114, page 715 and also by Lady Hale in her dissenting speech; see para.81, page 712. It has since been confirmed that the reasoning of Malcolm applies to cases under Part 2 of the Act; see most recently Carter v London Underground Ltd UKEAT/0292/08 which reviews the earlier authorities."
"The reasoning of the Industrial Tribunal on this issue is wholly defective. The Act of 1976 [that is the Race Relations Act 1976] requires it to be shown that the claimant has been treated by the person against whom the discrimination is alleged less favourably than that person treats would have treated another. In deciding that issue the conduct of a hypothetical reasonable employer is irrelevant. The alleged discriminator may or may not be a reasonable employer. If he is not a reasonable employer he might well have treated another employee in just the same unsatisfactory way as he treated the complainant, in which case he would not have treated the complainant less favourably for the purposes of the Act of 1976. The fact that for the purposes of the law of unfair dismissal an employer has acted unreasonably casts no light whatsoever on the question whether he has treated the employee less favourably for the purposes of the Act of 1976."
"The underlying reasons for frequent absences. Until the underlying cause is identified an appropriate and effective remedy will be impossible to identify."
Ground 2
Ground 3
"I was bullied into agreeing to phased return to work when I stated I have no choice to agree through the fear of losing my job as I haven't seen a specialist."
"Under section 54 of the 1976 Act the complainant is entitled to complain to the Tribunal that a person has committed an unlawful act of discrimination, but it is the act of which complaint is made and no other that the Tribunal must consider and rule upon. If it finds that the complaint is well founded the remedies which it can give a complainant under section 56(1) of the 1976 Act are specifically directed to the act to which the complaint relates. If the act of which complaint is made is found to be not proven it is not for the Tribunal to find another act of racial discrimination of which complaint has not been made to give a remedy in respect of that other act."
Conclusion