Cases1600644/2023

Claimant v Form Health (UK) Ltd

13 June 2024Before Employment Judge LeithCardiffremote video

Outcome

Claimant fails

Individual claims

Direct Discrimination(disability)failed

Tribunal found that the claimant was not treated less favourably than a hypothetical comparator. For example, regarding removal from Transferrable Skills training, the session was not directly relevant to her role, she had a backlog of audits to complete, and other Functional Capacity Assessors did not attend. Regarding dismissal, the comparator with the same travel restrictions but no disability would also have been selected for redundancy due to downturn in work and insufficient work available within travel radius.

Discrimination Arising from Disability (s.15)(disability)failed

Tribunal found that selection for redundancy and dismissal were unfavourable treatment and were in part because of the travel restrictions which arose from claimant's diverticulosis (need to limit time away from home, tiredness from travel). However, the tribunal held this was objectively justified as a proportionate means of achieving legitimate aims: ensuring business success and profitability, meeting client needs, and complying with obligations to clients. The downturn in work, claimant's consistent shortfall against billing target (through no fault of her own), and lack of less restrictive alternatives made dismissal proportionate.

Failure to Make Reasonable Adjustments(disability)failed

Tribunal found the PCP (requiring regular travel and overnight stays) was applied and did put claimant at substantial disadvantage after September 2022 when respondent had knowledge of disability. However, none of the proposed adjustments would have been reasonable: amending geographical scope would not overcome disadvantage as she already worked across regions within travel radius; consultation had already occurred; there was insufficient audit work to adjust her duties; there were no alternative roles available. The adjustments already in place (limiting overnight stays to once per month, 2.5 hour travel radius) were appropriate.

Harassment(disability)failed

Tribunal found that removal from training was not unwanted conduct as it was a legitimate management instruction to prioritise client work over non-essential training. Dismissal, while unwanted, was not objectively capable of having the proscribed effect as the redundancy consultation and dismissal process was carried out carefully and appropriately. Being at risk of redundancy in a downturn is part of the employment relationship and there was nothing in the manner of dismissal that violated dignity or created intimidating/hostile environment.

Facts

Claimant was employed as Functional Capacity Assessor in Wales/South West from December 2021 to December 2022. She had diverticulosis and depression/anxiety. After sickness absence in September 2022, return-to-work meeting led to adjustments limiting overnight stays to once per month and travel radius to 2.5 hours. Respondent experienced significant downturn in work, particularly affecting Welsh/South West region which generated only 13% of total work (compared to 46% from London/South East). Claimant consistently failed to meet monthly billing target of £10,800, averaging 43% shortfall in months before dismissal. In December 2022, respondent consulted on redundancy, considered claimant's alternative suggestions, then dismissed her by reason of redundancy. Appeal dismissed in January 2023.

Decision

All claims dismissed. Tribunal found respondent did not have knowledge of claimant's disability until return-to-work meeting on 28/29 September 2022 (diverticulosis only, not depression/anxiety). Direct discrimination failed as hypothetical comparator with same travel restrictions would have been treated identically. Discrimination arising from disability failed as dismissal, though in part because of travel restrictions arising from disability, was objectively justified given business downturn, lack of work in region, and absence of less restrictive alternatives. Reasonable adjustments claim failed as proposed adjustments would not have overcome disadvantage or were not reasonable. Harassment claims failed as conduct not objectively capable of proscribed effect.

Practical note

Employers facing genuine redundancy situations can objectively justify dismissal even where travel restrictions arising from disability are a factor in the decision, provided they properly consult, consider alternatives, and the business case is sound.

Legal authorities cited

Nagarajan v London Regional Transport [2000] 1 AC 501Shamoon v Royal Ulster Constabulary [2003] UKHL 11Pnaiser v NHS England [2016] IRLR 170City of York Council v Grosset [2018] ICR 1492General Dynamics Information Technology Ltd v Carranza [2015] ICR 169Reed and anor v Stedman [1999] IRLR 299Grant v Land Registry [2011] ICR 1390Tees Esk and Wear Valleys NHS Foundation Trust v Aslam & Heads (UKEAT/0039/19)Land Registry v Houghton UKEAT/0149/14Vento v Chief Constable of West Yorkshire Police [2003] ICR 318Igen v Wong [2005] ICR 931

Statutes

Equality Act 2010 s.15Equality Act 2010 s.20Equality Act 2010 s.21Equality Act 2010 s.26Equality Act 2010 s.123Equality Act 2010 s.136Equality Act 2010 Sch.20 para 8Equality Act 2010 s.6Equality Act 2010 s.13

Case details

Case number
1600644/2023
Decision date
13 June 2024
Hearing type
full merits
Hearing days
3
Classification
contested

Respondent

Sector
healthcare
Represented
Yes
Rep type
barrister

Employment details

Role
Functional Capacity Assessor
Service
1 years

Claimant representation

Represented
No