Case 2301458/2017 · Employment Tribunal
Mrs D Brightman v TIAA Limited — 2019
- Case reference
- 2301458/2017
- Decision date
- 29 May 2019
- Jurisdiction
- England & Wales
- Judge
- Employment Judge Sage
- Venue
- Ashford
- Panel members
- Dr T Okitikpi, Mr N Phillips
Parties
2 namedClaimant
Mrs D Brightman
Respondent
Key findings
Tribunal's reasoningMrs Brightman began work with South Downs Health NHS Trust on 26 November 2008 as a Principal Auditor and TUPE-transferred to TIAA Limited on 1 January 2014. The tribunal accepted that she was disabled, with severe brittle asthma, a blood clotting problem and a slipped disc, and that the respondent had already made a number of adjustments, including reduced hours, an annualised-hours arrangement and changes to work allocation. It also accepted that she was a valued member of staff and performed her duties capably when she was able to attend work. Her claim was issued two days late, but the tribunal extended time for the discrimination claims on a just and equitable basis and for unfair dismissal because it was not reasonably practicable to present the claim in time while she was in hospital and intensive care on the deadline date.
The unfair dismissal claim failed. The tribunal found that the reason for dismissal was capability, namely the claimant's high absence levels in 2015 and 2016 and the respondent's belief, based on the GP report of 14 December 2015 and occupational health reports in 2016, that the absences were likely to continue and possibly worsen. It accepted that the respondent consulted the claimant, met her in November 2016 and January 2017, considered possible adjustments and discussed ill-health retirement, and it held that the dismissal was within the range of reasonable responses under section 98(4) ERA 1996.
The tribunal also dismissed direct disability discrimination under section 13 Equality Act 2010. It accepted a hypothetical comparator with the same attendance record but not disabled, and held that the claimant had not been treated less favourably than that comparator. The tribunal found that a non-disabled employee with the same absence profile would likely have been dismissed sooner, and that the respondent had been sympathetic to the claimant's disability and had tolerated substantial disruption for a significant period.
The discrimination arising from disability claim under section 15 Equality Act 2010 was rejected because, although the dismissal was because of absence arising from disability, the tribunal held that the respondent was pursuing the legitimate aims of an efficient business, good client service and not overloading colleagues who covered the claimant's work. It accepted that the claimant's absence levels, their unpredictability and the medical evidence about likely future absence made continuing employment increasingly difficult to manage, and it concluded that dismissal was a proportionate means of achieving those aims.
The reasonable adjustments claim under section 20 Equality Act 2010 also failed. The tribunal identified the relevant PCP as the requirement that the claimant be able to undertake her role on a consistent basis in the foreseeable future, and found that she was at a substantial disadvantage because her attendance could not be relied on. It rejected each proposed adjustment, including discounting absences linked to the line, delaying dismissal for further medical evidence or for a period to see whether attendance improved, using the annualised-hours system to make up absences, following the sickness absence procedure in a different way, and simply tolerating the level of absence for longer. The tribunal concluded that no further reasonable adjustment had been shown and dismissed all claims.
Claims and outcomes
4 findings recorded| Claim type | Issue or finding | Outcome | Protected characteristic | Award |
|---|---|---|---|---|
| Unfair dismissal | Capability dismissal based on high absence in 2015-2016 and the tribunal's finding that absences were likely to continue or worsen. The claim was lodged two days late, but time was extended because it was not reasonably practicable to present it in time while the claimant was in hospital. | Dismissed | — | — |
| Disability discrimination | Direct disability discrimination under s.13 Equality Act 2010 dismissed. | Dismissed | Disability | — |
| Disability discrimination | Discrimination arising from disability under s.15 Equality Act 2010 dismissed; the dismissal was found to be a proportionate means of achieving legitimate business aims. | Dismissed | Disability | — |
| Disability discrimination | Failure to make reasonable adjustments under s.20 Equality Act 2010 dismissed; the tribunal rejected the proposed adjustments, including discounting absences, delaying dismissal, annualised-hours make-up time, and altering the sickness absence process. | Dismissed | Disability | — |
Legal tests applied
13 references- s.98(4) ERA 1996
- range of reasonable responses
- section 13 Equality Act 2010
- section 15 Equality Act 2010
- section 20 Equality Act 2010
- just and equitable time extension
- not reasonably practicable
- BS v Dundee City Council [2014] IRLR 13
- Monmouthshire County Council v Harris UKEAT/0332/14/DA
- Hensman v MoD UKEAT/0067/14/DM
- RBS v Ashton [2011] ICR 632
- Romec Ltd v Rudham EAT 0069/07
- Griffiths v Secretary of State for Work and Pensions [2015] EWCA Civ 1265
Official outcome judgment PDF
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