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You are here: BAILII >> Databases >> England and Wales Court of Appeal (Civil Division) Decisions >> Firstgroup Plc v Paulley [2014] EWCA Civ 1573 (08 December 2014) URL: http://www.bailii.org/ew/cases/EWCA/Civ/2014/1573.html Cite as: [2015] WLR 3384, [2014] EWCA Civ 1573, [2015] 1 WLR 3384, [2015] RTR 22, [2014] WLR(D) 525 |
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ON APPEAL FROM LEEDS COUNTY COURT
Recorder Isaacs
2YL85558
Strand, London, WC2A 2LL |
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B e f o r e :
LORD JUSTICE LEWISON
and
LORD JUSTICE UNDERHILL
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FIRSTGROUP PLC |
Appellant |
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- and - |
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DOUG PAULLEY |
Respondent |
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Mr Robin Allen QC & Ms Catherine Casserley (instructed by Unity Law Limited) for the Respondent
Hearing dates : 11 & 12 November 2014
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Crown Copyright ©
Lord Justice Lewison :
Introduction
The facts
"As part of our commitment to providing accessible travel for wheelchair users virtually all our buses have a dedicated area for wheelchair users; other passengers are asked to give up the space for wheelchairs. … If the bus is full or if there is already a wheelchair user on board unfortunately we will not be able to carry another wheelchair user. … Wheelchairs do not have priority over buggies, but to ensure that all our customers are treated fairly and with consideration, other customers are asked to move to another part of the bus to allow you to board. Unfortunately, if a fellow passenger refuses to move you will need to wait for the next bus."
"As part of our commitment to providing accessible travel for wheelchair users virtually all our buses have a dedicated wheelchair area for wheelchair users; other passengers are asked to give up the space for wheelchairs. …
Wheelchair users have priority use of the wheelchair space. If this is occupied with a buggy, standing passengers or otherwise full, and there is space elsewhere on the vehicle, the driver will ask that it is made free for a wheelchair user. Please note that the driver has no power to compel passengers to move in this way and is reliant on the goodwill of the passengers concerned.
Unfortunately, if a fellow passenger refuses to move you will need to wait for the next bus. "
The judge's judgment
The legal framework
"A driver, inspector and conductor shall take all reasonable steps to ensure that the provisions of these Regulations relating to the conduct of passengers are complied with."
"(b) put at risk or unreasonably impede or cause discomfort to any person travelling on or entering or leaving the vehicle …
(d) smoke … in or on any part of the vehicle where passengers are by a notice informed that smoking is prohibited…
(k) remain on the vehicle, when directed to leave by the driver, inspector or conductor on the following grounds:
(i) that his remaining would cause the number of passengers exceeding the maximum seating capacity or standing capacity …
(ii) that he has been causing a nuisance; or
(iii) that his condition is such as would be likely to cause offence to a reasonable passenger …"
"Subject to paragraph (3), a passenger on a vehicle who has with him any article or substance mentioned in paragraph (4) or any animal—
(a) if directed by the driver, inspector or conductor to put it in a particular place on the vehicle, shall put it where directed; and
(b) if requested to move it from the vehicle by the driver, inspector or conductor, shall remove it."
"(2) If there is an unoccupied wheelchair space on the vehicle, a driver and a conductor shall allow a wheelchair user to board if—
(a) the wheelchair is of a type or size that can be correctly and safely located in that wheelchair space, and
(b) in so doing, neither the maximum seating nor standing capacity of the vehicle would be exceeded.
(3) For the purpose of paragraph (2), a wheelchair space is occupied if—
(a) there is a wheelchair user in that space; or
(b) passengers or their effects are in that space and they or their effects cannot readily and reasonably vacate it by moving to another part of the vehicle."
"A wheelchair user must only be carried if there is a wheelchair space available and the seating and standing capacity of the vehicle will not be exceeded.
Because buses often carry more seated and/or standing passengers when the wheelchair space is unoccupied the opportunity for a wheelchair user to travel may depend on other passengers and how full the vehicle is at the time. If there is space available and the seating and standing capacity will not be exceeded when the wheelchair space is occupied then any passengers in the wheelchair space should be asked to move. This may not be practical if, for example, the vehicle is nearing its capacity or passengers with baggage or a baby buggy are using the space."
"In relation to the protected characteristic of disability—
(a) a reference to a person who has a particular protected characteristic is a reference to a person who has a particular disability;
(b) a reference to persons who share a protected characteristic is a reference to persons who have the same disability."
"(1) A person (a "service-provider") concerned with the provision of a service to the public or a section of the public (for payment or not) must not discriminate against a person requiring the service by not providing the person with the service.
(2) A service-provider (A) must not, in providing the service, discriminate against a person (B)—
(a) as to the terms on which A provides the service to B;
(b) by terminating the provision of the service to B;
(c) by subjecting B to any other detriment."
"(1) Where this Act imposes a duty to make reasonable adjustments on a person, this section, sections 21 and 22 and the applicable Schedule apply; and for those purposes, a person on whom the duty is imposed is referred to as A.
(2) The duty comprises the following three requirements.
(3) The first requirement is a requirement, where a provision, criterion or practice of A's puts a disabled person at a substantial disadvantage in relation to a relevant matter in comparison with persons who are not disabled, to take such steps as it is reasonable to have to take to avoid the disadvantage."
"(1) A must comply with the first, second and third requirements.
(2) For the purposes of this paragraph, the reference in section 20(3), (4) or (5) to a disabled person is to disabled persons generally."
"(1) A failure to comply with the first, second or third requirement is a failure to comply with a duty to make reasonable adjustments.
(2) A discriminates against a disabled person if A fails to comply with that duty in relation to that person.
(3) A provision of an applicable Schedule which imposes a duty to comply with the first, second or third requirement applies only for the purpose of establishing whether A has contravened this Act by virtue of subsection (2); a failure to comply is, accordingly, not actionable by virtue of another provision of this Act or otherwise."
Discussion
"… represents the base position before adjustments are made to accommodate disabilities. It includes all practices and procedures which apply to everyone, but excludes the adjustments. The adjustments are the steps which a service provider or public authority takes in discharge of its statutory duty to change the [PCP]. By definition, therefore, the [PCP] does not include the adjustments."
"… the policy adopted by [FirstGroup] at the material time of "first come first served", … whereby a non-wheelchair user occupying the wheelchair space on the bus would be requested to move but if the request was refused nothing more would be done…"
"It is submitted that non-wheelchair users would be able to board a bus, assuming that there are seats available. They would be able to sit on a vacant seat or use the wheelchair space as they wished. In such circumstances, it is submitted that it is obvious that the disabled wheelchair user is at a disadvantage in comparison which such non-wheelchair users. The wheelchair user is unable to sit in a vacant seat and can only use the wheelchair space. Unless he has an enforceable priority over non disabled passengers for the wheelchair space he cannot travel."
"It is not sufficient merely to identify that an employee has been disadvantaged, in the sense of badly treated, and to conclude that if he had not been disabled, he would not have suffered; that would be to leave out of account the requirement to identify a PCP. Section 4A (1) provides that there must be a causative link between the PCP and the disadvantage. The substantial disadvantage must arise out of the PCP."
"… will be unable to travel on the bus and consequently have to take/wait for the next bus alternatively take a different form of transport….. In my judgment the disadvantage is not to be gauged merely by reference to the time (number of minutes) that the disabled person is delayed but the fact that he is delayed at all by reason of his inability to take a bus upon which the non-disabled passenger was able to travel without difficulty."
"The practice suggested by the Claimant, namely that the system of priority given to wheelchair users should be enforced as a matter not of request, to any non-disabled user of the wheelchair space, but of requirement is, to my mind a reasonable one. It could be incorporated into their conditions of carriage so that any non-disabled non-wheelchair using passenger could be obliged to leave the wheelchair space if requested to do so because a wheelchair user needed to use it; just as there are conditions of carriage which forbid smoking, making a nuisance or other "anti social" behaviour on pain of being asked to leave the bus then a refusal to accede to a requirement to vacate the space could have similar consequences. In my view once the system had been advertised and in place there would be unlikely to be caused any disruption or confrontation as all passengers would know where they were. Although such a policy might inconvenience a mother with a buggy that, I am afraid is a consequence of the protection that parliament has chosen to give to disabled wheelchair users and not to non-disabled mothers with buggies. I agree with the Claimant that the [Conduct] Regulations do not really assist the court in determining whether the proposed adjustment suggested by the Claimant is reasonable or not."
"However, without intending to be exhaustive, the following are some of the factors which might be taken into account when considering what is reasonable:
- Whether taking any particular steps would be effective in overcoming the substantial disadvantage that disabled people face in accessing the services in question;
- The extent to which it is practicable for the service provider to take the steps;
- The financial and other cost of making the adjustment;
- The extent of any disruption which taking the steps would cause;
- The extent of the service provider's financial and other resources;
- The amount of any resources already spent on making adjustments; and
- The availability of financial or other assistance."
"… in our judgment an adjustment which gives a Claimant "a chance" to achieve a desired objective does not necessarily make the adjustment reasonable. The material question for an ET in considering its effect, which is one of the factors to which regard is to be paid in assessing reasonableness, is the extent to which making the adjustment would prevent the PCP having the effect of placing the Claimant at a substantial disadvantage. That enquiry is fact sensitive."
"Steps might be unreasonable for a person to take if they unreasonably impact on third parties."
Postscript
Result
Lord Justice Underhill:
"… the duty to make reasonable adjustments is anticipatory. It is owed to disabled persons at large in advance of an individual disabled person coming within the purview of the public authority exercising the relevant function."
It follows, as he goes on to say at para. 36 (p. 454 G-H), that:
"It is important … to keep in mind the distinction between (anticipatory) changes to a [PCP] which are applicable to a category or sub-category of disabled persons and changes which are applied to individual disabled persons on an ad hoc basis. The duty to adjust a [PCP] is to be judged by reference to the former, and not the latter."
Thus the questions (a) whether a given PCP puts disabled persons generally at a substantial disadvantage in comparison with non-disabled persons and (b) whether, if so, the defendant has failed to take reasonable steps to avoid that disadvantage are to be decided by reference to the disadvantage suffered by the relevant class of disabled person rather than by the individual claimant. The question whether, if such a breach is established, it constitutes a breach "in relation to" the claimant – see section 21 (2) of the Act – is separate and comes later. That is well illustrated by the fact that in Finnigan this Court reversed the finding of the County Court judge that there had been no breach of duty but dismissed the appeal on the basis that in the circumstances of the claimant's case the breach had caused him no detriment.
Lady Justice Arden:
i) Parliament's use in section 20(3) of the Equality Act 2010 (set out in paragraph 25 above) of the plain English word "puts", rather than the legal terms "causes", is a signal that the court should adopt a practical and purposive approach to this provision. So the court should interpret and apply section 20(3) in such a way that the court's review of the defendant's compliance with the duty to make reasonable adjustments is a real and effective one. The interpretation preferred by Lewison LJ prevents that review taking place and so does not achieve that result.
ii) The adoption of a practical and purposive approach involving asking and answering the statutory question: does the PCP put the wheelchair user at a substantial disadvantage? If the PCP is responsible for the substantial disadvantage to any extent which is not trivial, then, as I see it, the court answers that question: yes.
iii) I read the holding of Langstaff J in Nottingham City Transport v Harvey, quoted by Lewison LJ at paragraph 36 above, that the claimant must show "a" causative link between the PCP and the disadvantage, as consistent with my conclusion. He does not say that the PCP should be the sole or dominant cause of the disadvantage but merely that the disadvantage "must arise out of" it.
iv) Because we must ask and answer the statutory question in a practical and purposive way, we should put on one side a technical approach, including an inquiry into competing or dominant causes. These might (depending on the circumstances) be relevant if we were dealing with the legal concept of causation.