Bakkali v Greater Manchester Buses (South) Ltd (trading as Stagecoach Manchester)

UKEAT/176/17

Case details

Case citations
[2018] UKEAT 0176_17_1005 · [2018] ICR 1481
Court
Employment Appeal Tribunal
Judgment date
10 May 2018
Judgment text

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Subjects
Employment discrimination Harassment - Religion or belief Direct discrimination vs harassment
Keywords
harassment related to Equality Act 2010 s26 direct discrimination s13 contextual assessment perpetrator evidence burden of proof adverse inference
Outcome
appeal dismissed
Judicial consideration

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Summary

The statutory test for harassment under Equality Act 2010 section 26 is broader than the comparative test for direct discrimination in section 13.

Conduct is unlawful if it is "related to" a protected characteristic even when it is not proven to be "because of" that characteristic.

Tribunals may rely on factual findings made for a direct discrimination claim when deciding a harassment claim so long as they apply the correct "related to" test and focus on context.

Evidence from the alleged perpetrator about mental processes may assist but is not essential; an adverse inference may be drawn from non‑attendance.

Factual background

The claimant, a former bus driver, alleged harassment related to religion and race after a colleague asked, "Are you still promoting IS/Daesh" following an earlier conversation about a German journalist's report.

The Employment Tribunal dismissed the harassment claim alongside related claims and found the remark was not made because of the claimant's religion or race but arose from the earlier conversation.

The claimant appealed to the Employment Appeal Tribunal alleging the ET applied the wrong test by importing the s.13 comparative test into a s.26 harassment assessment.

The central issue before this court was whether the ET failed to apply the broader s.26 "related to" test and thus erred in law.

Held

(1) The appeal is dismissed. The Employment Tribunal did not err in law and its conclusion was a permissible finding. (2) Statutory test. The wording of Equality Act 2010 section 26 is wider than the former "on grounds of" formulation and than the s.13 comparative test. A tribunal deciding harassment must ask whether the conduct was "related to" a protected characteristic and focus on context. (See paras [20]; [69]; [82].) (3) Context and mental processes. The context in which words or conduct occur is central to the s.26 inquiry. The mental processes of the alleged harasser may be relevant to establishing a link to the protected characteristic. However, the alleged harasser's evidence is not essential. A tribunal may draw adverse inferences from non‑attendance but must decide on the material before it, not by speculation. (See paras [20]; [69]; [82].) (4) Use of prior factual findings. Where a harassment claim rests on the same facts as a direct discrimination claim, a tribunal may rely on factual findings already made, provided it applies the correct s.26 test and re‑examines context as necessary. The ET here addressed the s.26 test and reached a permissible conclusion that the conduct was not related to religion or race. (See paras [20]; [69]; [82].) (5) Precedent and guidance. The court considered and applied the analytical approach in [2009] ICR 724 and subsequent authorities recognising the change introduced by s.26. The ET complied with the need to make clear factual findings on each element and to contextualise the conduct. (6) Disposition. The appeal is dismissed. There is no remittal. Costs and ancillary orders are not altered by this judgment.

Appellate history

  • Employment Appeal Tribunal: Appeal dismissed (this judgment) [2018] UKEAT 0176_17_1005.
  • Employment Tribunal: Claim dismissed; judgment sent to parties 8 December 2016 (decision criticised and considered on appeal by the EAT) (see paras [20]; [69]; [82]).

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