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Protected Characteristics: What is a ‘Philosophical Belief’?

Employment law – protected characteristics

In UK employment law, employees have certain personal characteristics protected from, say, discriminatory behaviour.

These characteristics are listed within the Equality Act 2010, under a chapter entitled ‘Protected Characteristics’. Some, such as age, are easy to identify and define. However, other ‘characteristics’ require deep analysis to understand what may or may not fall into the category.

What is meant by religion or belief?

One such area is ‘Religion or Belief’.

Whilst ‘religion’ may be a little easier to scope, ‘belief’ has a wide definition, which has caused continuous issues for the Tribunals.

Read through these definitions to see what you think.

Firstly, s10 (2) of the Act states that ‘belief’ means ‘any religious or philosophical belief’.

But what exactly is a ‘philosophical belief’, you might reasonably ask. Well, the legislation attempts to clarify:

‘… it must be genuinely held; be a belief and not an opinion or viewpoint based on the present state of information available; be a belief as to a weighty and substantial aspect of human life and behaviour; attain a certain level of cogency, seriousness, cohesion and importance; and be worthy of respect in a democratic society, compatible with human dignity and not conflict with the fundamental rights of others.’

Even for someone with years of legal training behind them, this is a wordy definition.

Ok, so how have the tribunals dealt with this?


Case examples – philosophical belief in practice

Let’s look at a few case examples.

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In Mr A Cave v The Open University, it was considered whether English Nationalism fell within the Equality Act’s definition of philosophical belief.

Mr Cave had strong beliefs which he described as ‘right wing’, ‘anti-egalitarian’, ‘liberal’ on some things, but generally take the ‘traditionalist’ stance on most issues…’ He described himself as a ‘English Nationalist’.

What led to Mr Cave’s departure was how he expressed these views on his YouTube channel and on other online platforms. In one instance, in response to an individual posting proudly of their African heritage on Africa Day, “*expletive* off and go home!”.

In considering whether such a stance could qualify as a philosophical belief under the Equality Act, the Tribunal quickly moved to criticise Mr Cave’s language, going to the extent of describing the belief as ‘in at least some respects, … akin to Nazism’.

In summary, the Tribunal found the Claimant’s alleged belief to be ‘not worthy of respect in a democratic society. It is incompatible with human dignity and in conflict with the fundamental rights of others’.

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Contrast Mr Cave’s outcome with:

Maya Forstater v CGD Europe

In this case, Ms Forstater held certain ‘gender critical beliefs’, as it was put in the Tribunal report. Ms Forstater believed that gender is immutable. She engaged in debates on social media and made comments which some colleagues found offensive and ‘transphobic’.

A section of colleagues complained, and Ms Forstater eventually found that her engagement with the Respondent was not renewed.

The Tribunal initially found that Ms Forstater’s contention did not amount to a belief. The Tribunal made reference to violation of dignity as well as creating an ‘intimidating, hostile, degrading or offensive environment’.

However, this decision was overturned. The EAT, re-assessing the criteria in the key test set out in Grainger, focused on whether the contention was ‘akin to Nazism or totalitarianism’, a phrase which you will be familiar with following Mr Cave’s judgment.

The EAT held that Ms Forstater’s belief was not ‘akin to Nazism’, and that, although having the potential to offend, did fall within the definition of belief under the Equality Act.

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Protected Characteristics are not easy

Identifying a person’s religion is generally straightforward, but a personal belief is much harder to determine under the law.

So where do we stand?

As can be seen, deciding what is a characteristic protected under the Equality Act 2010 can be troublesome. Whether you’re an employee enduring discrimination; or an employer who is concerned about a new dispute in the office, or ET1 which landed at your door, we are here to help.

Lawson West has vast experience in discrimination litigation, and we’d be happy to talk through any concerns you may have.

>>>  Please get in touch with our employment team (Contact Us)
or drop-in to one of our (Free Walk-In Clinics) 
and we can discuss your concerns.

Paternity Leave – Reforms

Paternity Leave Reforms – Partners and Fathers

We have now received a response to the Government’s 2019 consultation on options of reforming family related leave and pay.  In this response the government has set out the proposed statutory paternity leave reforms which are designed to give more choice and flexibility around how and when the leave is taken.  Under these reforms partners and fathers would be able to:-

  • Take their statutory paternity leave entitlement into separate one week blocks, as opposed to having to decide between taking one week only, or taking the full two weeks as one block.

  • To take the leave at anytime in the first year after the babies’ birth, or placement for adoption, rather than within the current 8 week period.

Notification Changes

The response also details changes to notification requirements for paternity leave.  The notice would still need to be given 15 weeks prior to birth, the father or partner would only be required to provide 28 days’ notice for the dates of their leave.  The government has said that secondary legislation detailing these reforms will be introduced in due course.

Mandatory Paternity Leave

There have been many calls for an increase to mandatory paternity leave, however sadly these reforms do not include any increase to the amount of paternity leave that eligible fathers and partners can take. 

The consultation considered potential changes for other family related leave and pay, however the only type of leave covered in the latest proposal reforms is paternity pay. 

The Government’s Consultation Response

The government’s proposed response is detailed here:-

Parental Leave and Pay: good work plan: proposals to support families (publishing.service.gov.uk)

Employment Team Solicitors Oct 2023

Our team of employment law specialists can advise on parental leave, maternity pay and eligibility. Contact Us to make your initial enquiry (you don’t need to instruct us)…

Huw Edwards – an employer’s dilemma?

If you have been following the Huw Edwards news story in the national media over the past week or so, you will no doubt be aware of the legal implications of this high profile employment matter.  Some of the information has been protected and not released to the media, including the sex and name of the young person aged 17 when the alleged contact with Edwards began, as well as the very fast “backing-off” of any intrusion of his private life in the days after the Police found no criminal case to be had. So, what’s likely to be happening behind the scenes in this case?

Vaishali Thakerar, Head of Employment at Lawson West Solicitors, looks at the likely legal impact behind the scenes for the employer and employee.

There are four main legal issues in this case:

The importance of PRIVACY

Huw Edwards’ privacy is vitally important to protect.

UK privacy laws are regulated by the Data Protection Act 2018 (DPA) and UK GDPR. These laws basically protect the right to respect privacy (private and family life) and freedom of expression. Privacy rights include the right to access, rectify, erase, restrict, or object to the processing of personal data. This is why some ‘personal’ details have been omitted, if they had been given, UK Privacy Laws would have been broken.

The case for DEFAMATION

Huw Edwards could sue for libel or slander if his reputation is damaged by published statements that are unjustified, unfair, found to be false or malicious in their intent. He can do this within 12 months of publication. We need to bear in mind that during his long and trusted career, Huw Edwards has worked at BBC News appearing as a very high profile news presenter for the 6-O’Clock News for ten years and the face of News at Ten for nearly twenty years, and years without accusation of impropriety. Huw Edwards has a strong reputation as a competent and serious news journalist and presenter, he is a trusted brand, a household name, and his personal reputation is an important part of the reputation and brand of BBC News. You could argue, what damages Huw Edwards’ personal reputation, damages the BBC’s brand. It was Huw Edwards who led the BBC’s coverage of the Queen’s funeral at Westminster Abbey and it is this level of trust and confidence that he has with the UK’s general public. Is this an employee you want to support throughout a brand-damaging news crisis? The answer must surely be Yes.

MISCONDUCT of an employee

If Huw Edwards was found to have acted in a criminal way (which the Police have confirmed he has not), then BBC News would have to take steps towards a formal investigation and a likely disciplinary for gross misconduct. Where there is no evidence to support a criminal charge, or charges have been dropped, then the employer’s duty is different and more sanguine. The BBC would then be required to carry-out an investigation of the facts to determine what the accusations are against their long-standing employee and to make a decision about disciplinary action based on the evidence. E.g. if misconduct, then a disciplinary procedure would normally take place with an evidence-gathering investigation, witness and testimony gathering and a legal meeting held with the employee to discuss the findings.

If misconduct is unfounded, or there is insufficient evidence and testimony to support a claim of misconduct (e.g. witnesses do not wish to pursue the claim, unfounded or wrongful accusations, unproven hearsay, rumour), then the position of the employer (the BBC) is clear – they have a responsibility to perform a fair assessment to gain sufficient evidence to prove that there has been no misconduct. In other words – it is the employer’s responsibility to fully investigate any allegations so that a reasonable view can be made of what has taken place.

MENTAL HEALTH – an employee with mental health issues

All of the above actions can be made more difficult for the employer if the employee is known to be suffering with a mental health condition.

There are many forms of mental health illness, these include depression, phobias, anxiety, personality disorders and stress. With the World Health Organisation estimating that 15% of working-age adults have a mental disorder* then it is going to be quite common that a large employer such as the BBC will encounter employees with mental health issues.

Under the law (The Equality Act 2010), employers in the UK are expected to support their employees through mental health issues and provide wellbeing programmes to support them through episodes of poor mental health to ensure that they are not disadvantaged by their condition. Mental health conditions are categorised as ‘illness’, so employers are legally bound to help their affected employees in their recovery. 

The Story

As soon as there were no criminal charges in Huw Edwards’ case, we saw the national coverage of the story dwindle considerably. News media channels are now picking over the bones of who said what to whom and the timeline of events and facts, rather than accusation and sensationalising elements of the story which had initially been alarmist and shocking. There has been a huge downplay of the illegal nature of the activities.

What happens now?

BBC News as an employer must be fair and supportive of Huw Edwards in his mental health illness. They must offer him support and time to be able to face further questions. It is a double-edge sword as they also need to be seen to be investigating the allegations against him independently rather than sweeping it all under the carpet because of his prominent position as a trusted news presenter. Where there has been an accusation, it needs to be fully and fairly investigated.

Like any employer, the BBC as an organisation must be seen to give support to their BBC News employee during his mental health crisis and they have an obligation to ensure all investigations are carried out and reviewed appropriately and independently of media intrusion, and with care and sensitivity.

Huw Edwards, whose life and career has unravelled in just two weeks, will address the accusations when he is ready to do so but it can’t be too soon, or it could falter his recovery or cause further ill health. All of which will be deeply unnecessary if the accusations are within the bounds of legal and minimal. His personal brand will be dented, but he could return to his job at work if the allegations against him are found to be minor – unwise and poor judgment – as opposed to significant and allegedly criminal. The BBC may choose to reprimand him for inappropriate behaviour rather than dismiss him for gross misconduct. The view of many on social media is supportive and sympathetic of the well-liked BBC news presenter and you must admit the frenzy of the media in the past week or so has been vociferous and relentless against him, at a time when it appears he cannot defend himself properly.

At 61 years old, Huw Edwards may decide to retire to a quieter life without condemnation which could result in a settlement agreement between him and his employer, or he may decide to face the music and his accusers and attempt to restore his dignity, legacy and reputation, either way it will be a testing time for him personally and a testing time for the BBC to be seen to do the right thing for one of their most prominent and well-liked employees.

 

Read more:

16 July – Huw Edwards: How Sun story about BBC presenter developed – BBC News

*World Health Organisation – Mental health at work (who.int) 

The Equality Act 2010 and Mental Health

 

 

 

Work Parties – ditch the alcohol

It’s 2020 and Boris Johnson and Downing Street staff are criticised for drinking and socialising too much at ‘Partygate’ when they should have been following the Covid rules, and in April this year the CBI business lobby group was plunged into PR crisis following two allegations of rape at a work event and other sexual misconduct at the organisation, the CBI admitted originally failing to fire staff who had sexually harassed female workers (The Guardian news) but subsequently dismissed a number of people [BBC news].

Opinion Shift

We ask – Has all this inappropriate behaviour ruined it for the majority of working people who don’t get drunk at the staff party and who do keep their hands to themselves but who do like to have a few alcoholic drinks? The answer is probably ‘Yes’.

Alcohol Banned

The results of an April survey announced in May by the Chartered Management Institute [CMI] and highlighted by the BBC, indicates that a booze-up Christmas bash might be a thing of the past.

A total of 1,009 managers took part in the CMI’s poll, which was conducted between 20 and 26 April 2023. The questions on work parties were asked as part of a survey regularly sent out to the CMI’s membership.

The survey found:

  • a third of managers reported to have seen harassment or inappropriate behaviour at parties

 

  • 33% of women were likely to say they had witnessed this behaviour, compared with 26% of men

 

  • 42% said work parties should be organised around activities that don’t involve alcohol. Younger people, aged between 16 and 34, were most likely to say this.

The CMI chief executive, Ann Francke, told the BBC that socialising with colleagues is “a great team building opportunity” that many people enjoy. But she added that managers have a responsibility to keep inappropriate behaviour in check, and to ensure there are safeguards in place. “Alcohol doesn’t need to be the main event” at parties. “That might mean adding additional activities alongside alcohol, limiting the number of drinks available per person or ensuring that people who are drinking too much are prevented from acting inappropriately towards others.”


The Changing View of Alcohol

With many more people abstaining from alcohol altogether (23% 16-24 year olds, 21% of 25-44 year olds*), organising a boozy Christmas party is starting to become a tradition of the past.


The Employer’s Dilemma

  • It’s hard to monitor consumption

It is incredibly difficult for employers to police the consumption of alcohol by their employees at work parties and social events so that their behaviour whilst drinking doesn’t impact on others – alcohol is known to change a person’s behaviour. A person who is pleasant and sober at work, can become a Jekyll-and-Hyde personality after a few alcoholic drinks causing damage and embarrassment to themselves and the people they work with. Worst case, people are physically abused by them.

  • Employers are responsible for their employees’ actions

Whether it is abusive language, physical abuse, sexual misconduct or even rape, the role and responsibility of the employer is to keep all employees safe. This becomes far more difficult when alcohol is in the equation.


The Law and Alcohol at Work – Misconduct

There is no law that currently dictates the alcohol consumption of employees at social events, but there is a law that can stop them abusing others – it’s called gross misconduct. Those found to have demonstrated and been found guilty of gross misconduct can be dismissed without notice. Employers need to consider alcohol-related gross misconduct and include clauses covering this in employee guidelines and contracts, setting out the standards expected of employees.

Conclusion

Inadvertently, Boris Johnson’s actions have actually set the ball rolling for a more ‘conservative’ approach to enjoyment at work parties where, traditionally, employees might have been encouraged to let their hair down, have a good drink, relax, and potentially embarrassing themselves or others.  

Now, a staff social party is under a huge degree of scrutiny and the employer is under the microscope for being seen to do the right thing, policing those who cannot restrict themselves and with the responsibility to protect all employees from harm.

So, this Christmas, you might start to see fixed levels of alcohol consumption, no more free bars and a growing respect for fellow work colleagues and the teetotal.

Vaishali Thakerar

Vaishali Thakerar, Director & Head of Employment
Lawson West Solicitors, Leicester 

“It makes you think, doesn’t it?  You want your team to have a great time and let their hair down, but you are responsible if their behaviour becomes uncontrolled. Restricting the levels of alcohol consumed is going to become the norm and the employer’s role is to create a safe environment for everyone at all social events without fear of intimidation, harassment or violence.”

 

*ONS Drinking statistics Adult drinking habits in Great Britain – Office for National Statistics (ons.gov.uk)