Cosgrove v Caesar & Howie: Clarifying Comparator Selection and Employer’s Duty to Adjust under the Disability Discrimination Act 1995

Cosgrove v Caesar & Howie: Clarifying Comparator Selection and Employer’s Duty to Adjust under the Disability Discrimination Act 1995

Introduction

The case of Cosgrove v. Messrs Caesar & Howie ([2001] UKEAT 1432_00_1705) is a pivotal decision by the United Kingdom Employment Appeal Tribunal that addresses critical issues surrounding disability discrimination and unfair dismissal. Ms. Veronica Cosgrove, a long-term legal secretary employed by Caesar & Howie from May 1973 to March 1999, brought forth claims of disability discrimination and unfair dismissal after being absent for a year due to depression and subsequently receiving a 12-week notice of dismissal. The core of her argument was that her dismissal was influenced by her disability without the employer seeking medical advice regarding her prognosis or exploring reasonable adjustments to facilitate her return to work.

Summary of the Judgment

Initially, the Employment Tribunal in Edinburgh dismissed Ms. Cosgrove’s claims, determining that there was no evidence of discrimination or unfair dismissal under the Disability Discrimination Act 1995. However, upon appeal, the Employment Appeal Tribunal identified significant errors in the Tribunal's legal reasoning. The Tribunal had incorrectly applied the comparator in evaluating less favorable treatment and had failed to adequately consider the employer’s duty to make reasonable adjustments under Section 6 of the Act. Consequently, the Appeal Tribunal allowed the appeal regarding disability discrimination, reversing the Tribunal's decision, while upholding the dismissal’s fairness concerning unfair dismissal claims. The case was remitted for further consideration solely on the remedy related to disability discrimination.

Analysis

Precedents Cited

The judgment prominently cites Clark v TDG Ltd (t/a Novacold) [1999] IRLR 318 C.A., a foundational case in disability discrimination law. Clark v Novacold established a three-step approach for assessing discrimination:

  • Identify the Material Reason: Determine the reason for the adverse treatment.
  • Relation to Disability: Ascertain whether the Material Reason relates to the individual's disability.
  • Comparator Selection: Decide if the employer would have treated another individual differently absent the disability.

In Cosgrove, the Tribunal misapplied this precedent by selecting an inappropriate comparator—comparing Ms. Cosgrove to anyone absent for over a year rather than to someone absent for reasons unrelated to disability. This misapplication undermined the assessment of less favorable treatment based specifically on disability.

Legal Reasoning

The Employment Appeal Tribunal identified two primary errors in the original Tribunal’s decision. First, the Tribunal failed to apply the correct comparator as mandated by Clark v Novacold, leading to an inaccurate evaluation of whether Ms. Cosgrove was treated less favorably due to her disability. Second, the Tribunal inadequately addressed the employer’s duty under Section 6 of the Disability Discrimination Act 1995 to make reasonable adjustments for disabled employees.

The Appeal Tribunal emphasized that the determination of disability should occur at the time of the alleged unfavorable treatment, not retrospectively. Furthermore, it criticized the Tribunal for taking Ms. Cosgrove’s and her doctor’s inability to suggest adjustments as conclusive evidence that no reasonable adjustments were possible. It highlighted that the responsibility to consider and identify potential adjustments lies with the employer, irrespective of the employee’s or doctor’s input.

The Tribunal also underscored that the employer had not made any effort to explore possible adjustments, as evidenced by their own admissions of not considering Ms. Cosgrove’s condition as qualifying for adjustments. This failure constituted a breach of the employer’s duties under Section 6, thereby supporting the finding of disability discrimination.

Impact

The Cosgrove decision has significant implications for future disability discrimination cases in the UK. It reinforces the necessity for employers to:

  • Accurately apply established precedents, particularly in selecting appropriate comparators that specifically relate to the employee’s disability.
  • Proactively seek and consider reasonable adjustments to accommodate disabled employees, rather than relying solely on the employee’s or medical advisor’s suggestions.
  • Ensure that disability determinations are made at the relevant time of alleged discrimination to accurately assess fairness in treatment.

By highlighting the importance of these factors, the judgment encourages more diligent and precise handling of disability discrimination claims, promoting a more inclusive and legally compliant workplace environment.

Complex Concepts Simplified

Comparator Selection

In discrimination law, a "comparator" is an individual or group against whom the claimant’s treatment is compared to assess if discrimination has occurred. The selection of an appropriate comparator is crucial. In disability discrimination cases, the comparator should be someone who is not disabled and is in a similar position or situation as the claimant, except for the disability factor. Misselecting the comparator can lead to inaccurate determinations of whether discrimination has occurred.

Employer’s Duty to Make Reasonable Adjustments

Under Section 6 of the Disability Discrimination Act 1995, employers are required to make reasonable adjustments to accommodate employees with disabilities. This duty involves identifying barriers caused by the disability and implementing measures to overcome these barriers, thereby enabling the employee to perform their role effectively. Reasonable adjustments can include modifications to the work environment, restructuring work hours, providing specialized equipment, or altering job duties.

Conclusion

The judgment in Cosgrove v Caesar & Howie serves as a critical reinforcement of the legal standards governing disability discrimination and the responsibilities of employers under the Disability Discrimination Act 1995. By elucidating the proper application of comparators and underscoring the employer’s duty to actively seek reasonable adjustments, the decision ensures that employees with disabilities receive fair and equitable treatment in the workplace. This case not only rectified significant legal errors in the original Tribunal's decision but also set a robust precedent that enhances the protection of disabled employees, fostering a more inclusive and legally compliant employment landscape.

Case Details

Year: 2001
Court: United Kingdom Employment Appeal Tribunal

Judge(s)

THE HONOURABLE MR JUSTICE LINDSAY PRESIDENTMR R P THOMSONDR A H BRIDGE

Attorney(S)

Miss C Carr, Solicitor Of- Messrs Brechin Tindal Oatts Solicitors 48 St Vincent Street GLASGOW G2 5HSMr G Millar, Solicitor Of- Messrs Brodies WS Solicitors 15 Atholl Crescent EDINBURGH EH3 8HA

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