Claimant v HM Revenue & Customs
Outcome
Individual claims
Claimant alleged detriment for trade union activities (sending 12 May 2023 message) contrary to section 146 TULR(C)A. Tribunal found claimant was taking part in trade union activities but not at an 'appropriate time' as he did not have consent from his manager to use working hours for this purpose and it was not outside working hours. Even if at appropriate time, the respondent's purpose was not to penalise him for union activities but for the manner and timing (breach of policies on use of HMRC systems), applying the separability principle from Martin v Devonshire's Solicitors.
Claimant alleged dismissal under section 152(1)(b) TULR(C)A for taking part in trade union activities. Tribunal found the activities were not at an 'appropriate time' (working hours without consent). Even if they were, the principal reason for dismissal was not the trade union activities themselves but the way they were conducted (use of HMRC systems in breach of policies, during working hours without consent), a genuinely separable feature applying Lyon v St James Press and Martin principles.
Respondent established potentially fair reason of conduct. Tribunal found respondent had reasonable grounds to believe claimant used MS Teams without legitimate business need to monitor staff and to promote industrial action via 12 May email. Investigation by Ms Cameron was reasonable and comprehensive. Dismissal was within band of reasonable responses: indicative penalty was gross misconduct, Miss Isaacs considered alternatives (final written warning) but reasonably concluded dismissal appropriate given deliberate breach of known policies, lack of remorse, and damage to employment relationship. Procedure was fair: claimant had detailed investigation report, adequate time to prepare, trade union representation, full participation, detailed reasons, effective right of appeal. Specific allegations of unfairness (inconsistency, fabricated evidence, senior management pressure) were rejected.
Facts
Claimant was a long-serving HMRC employee (29 years) and PCS trade union representative with facility time allowance of 33 days per year. During targeted industrial action in May 2023, claimant sent 67 identical messages via MS Teams on 12 May 2023 during his rostered working hours (12-2pm) to colleagues who were in scope for strike action but had not participated, informing them of their eligibility and strike fund availability. Claimant admitted using MS Teams to check attendance status of these colleagues and recorded their attendance. Respondent initiated disciplinary proceedings alleging unauthorised use of HMRC systems to monitor staff and to promote industrial action, both in breach of Acceptable Use Policy and other policies prohibiting use of HMRC systems for industrial action. Claimant was dismissed for gross misconduct on 25 January 2024 after investigation and disciplinary hearing. Appeal was unsuccessful.
Decision
Tribunal dismissed all claims. Detriment and automatic unfair dismissal claims failed because claimant was not engaged in trade union activities at an 'appropriate time' - he was working and had no consent from his manager for this use of time, and the facility time policy did not permit promotion of industrial action. Even if at appropriate time, the respondent's purpose was to address the manner of conduct (breach of IT policies, use of systems during work time) not the trade union activities themselves (separability principle). Ordinary unfair dismissal claim failed: respondent established fair reason of conduct, had reasonable belief based on reasonable investigation, dismissal was within band of reasonable responses given deliberate breach of known policies by experienced union rep, and procedure was fair throughout.
Practical note
Trade union activities during working time require consent even for accredited representatives with facility time, and protection under sections 146 and 152 TULR(C)A does not extend to misconduct in the manner of carrying out those activities, particularly where the representative deliberately breaches clear IT policies prohibiting use of employer systems to promote industrial action.
Adjustments
Tribunal found if it was wrong on primary findings, claimant's conduct was culpable and blameworthy (deliberate breach of known policies), caused or contributed to dismissal 100%, and it would be just and equitable to reduce award to nil as claimant was wholly to blame
Legal authorities cited
Statutes
Case details
- Case number
- 2501117/2024
- Decision date
- 5 November 2025
- Hearing type
- full merits
- Hearing days
- 4
- Classification
- contested
Respondent
- Sector
- central government
- Represented
- Yes
- Rep type
- barrister
Employment details
- Role
- Executive Officer - Resource Manager
- Service
- 28 years
Claimant representation
- Represented
- Yes
- Rep type
- barrister