Claimant v Form Health (UK) Ltd
Outcome
Individual claims
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.
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.
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.
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
Statutes
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