Cases2215124/2023

Claimant v Marks and Spencer PLC

22 May 2024Before Employment Judge Mr J S BurnsLondon Centralremote video

Outcome

Claimant fails

Individual claims

Direct Discrimination(sex)failed

Tribunal found the claimant had not discharged the initial burden of proof under s136 EqA. The tribunal accepted the respondent's non-discriminatory explanations for all alleged acts. In particular, changes to the claimant's role were due to business reorganisation and appointment of a new Head of Nutrition, not her protected characteristics.

Direct Discrimination(pregnancy)failed

Tribunal found that decisions regarding the claimant's role changes, redundancy pooling, and selection were not materially influenced by her pregnancy or maternity leave. The tribunal found no evidence that protected characteristics operated on decision-makers' minds either consciously or unconsciously.

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

Claims under s18 EqA regarding unfavourable treatment because of maternity leave failed because the tribunal found the treatment was not 'because of' the protected period. The restructuring and redundancy were due to genuine business reasons unconnected to the claimant's maternity leave.

Indirect Discrimination(sex)failed

Tribunal found no PCPs were established. The claimed practices (failing to consider part-time workers for senior positions, making changes without consulting those on leave, marking down part-time workers in redundancy) were not proven to exist. Even if the redundancy selection criteria were a PCP, the claimant failed to show it placed women at particular disadvantage.

Victimisationfailed

The protected act was appealing the redundancy alleging discrimination. The alleged detriment was rejection of her appeal. Tribunal accepted that Ms Langton dismissed the appeal on its merits and not because the claimant had done a protected act. Ms Langton acted honestly and professionally.

Detriment(pregnancy)failed

Claims under s47C ERA regarding detriment for pregnancy/maternity reasons failed for the same reasons as the discrimination claims. The tribunal found all alleged detriments were not done for a proscribed reason but for legitimate business reasons.

Automatic Unfair Dismissal(pregnancy)failed

Tribunal found the reason for dismissal was that the claimant scored lowest in a genuine redundancy situation for non-discriminatory reasons. The reason was not her pregnancy, maternity or maternity leave. The respondent made a reasonable business decision to dismiss one Senior Nutritionist by way of redundancy.

Unfair Dismissalfailed

Tribunal found a genuine redundancy situation existed. The pooling, selection criteria and scoring were fair and reasonable. The respondent consulted fully, asked about alternative roles, and provided a reasonable appeal. The procedure and decision to dismiss fell within the range of reasonable responses. The claimant was fairly dismissed.

Facts

The claimant was employed as a Senior Nutritionist from February 2019. She took maternity leave from May 2021 to May 2022. During her absence, the respondent restructured and expanded the nutrition team, creating a new Head of Nutrition role. The claimant was informed of changes and decided not to apply for the new role. Upon her return in August 2022 on reduced part-time hours, strategic and management aspects of her previous role were not returned to her. In February 2023, the respondent announced redundancies. The claimant was pooled with two other Senior Nutritionists and scored lowest on behaviour, leadership and technical criteria. She was dismissed for redundancy in May 2023 and her appeal was unsuccessful.

Decision

The tribunal dismissed all claims. The tribunal found that changes to the claimant's role, her redundancy selection and dismissal were not because of her sex, pregnancy or maternity leave, but were due to genuine business reorganisation and a legitimate redundancy situation. The respondent's redundancy process was fair, with reasonable pooling, objective criteria, proper scoring and adequate consultation. The tribunal found no discrimination, victimisation or automatically unfair dismissal.

Practical note

Even where restructuring occurs during maternity leave resulting in role changes on return, tribunals will carefully examine whether decisions were genuinely driven by business needs rather than protected characteristics, and will not re-score redundancy selection or impose their own views on business decisions made in good faith.

Legal authorities cited

Polkey v A E Dayton Services Ltd [1988] ICR 142Nicholls v Rockwell Automation Ltd UKEAT/0540/11Drake International Systems Ltd v O'Hare EAT 0384/03Blackdown Hill v Artemev [2023] EAT 156Nottingham CT v Harvey 2013 EATIshola v TFL [2020] EWCA Civ 112Robertson v Bexley Community Centre 2003 IRLR 434Southwark LBC v Alfolabi 2003 IRLR 220Abertawe Bro Morgannwg University v Morgan 2018 IRLR 1050Apleogun-Gabriel v Lambeth [2001] IRLR 116R v British Coal Corp ex parte Price 1994 IRLR 72Elkouil v Coney Island Ltd 2002 IRLR 174Thomas Betts Manufacturing v Harding 1980 IRLR 255British Steel PLC v Robertson EAT 601/94Foley v Post Office [2000] ICR 1283

Statutes

Employment Rights Act 1996 s.139Equality Act 2010 s.18Equality Act 2010 s.13Equality Act 2010 s.19Equality Act 2010 s.27Equality Act 2010 s.136Employment Rights Act 1996 s.47CEmployment Rights Act 1996 s.98Employment Rights Act 1996 s.99

Case details

Case number
2215124/2023
Decision date
22 May 2024
Hearing type
full merits
Hearing days
7
Classification
contested

Respondent

Sector
retail
Represented
Yes
Rep type
barrister

Employment details

Role
Senior Nutritionist
Service
4 years

Claimant representation

Represented
Yes
Rep type
barrister