![]() |
[Home] [Databases] [World Law] [Multidatabase Search] [Help] [Feedback] | |
United Kingdom Employment Appeal Tribunal |
||
You are here: BAILII >> Databases >> United Kingdom Employment Appeal Tribunal >> Morgan v. Islington [2001] UKEAT 13_00_1004 (10 April 2001) URL: http://www.bailii.org/uk/cases/UKEAT/2001/13_00_1004.html Cite as: [2001] UKEAT 13_00_1004, [2001] UKEAT 13__1004 |
[New search] [Printable RTF version] [Help]
At the Tribunal | |
On 20 March 2001 | |
Before
MR JUSTICE HOOPER
MISS A MACKIE OBE
MRS T A MARSLAND
APPELLANT | |
RESPONDENT |
Transcript of Proceedings
JUDGMENT
Revised
For the Appellant | MISS J EADY (of Counsel) Instructed by: David Levene Solicitors 235 - 239 High Road Wood Green London N22 8HF |
For the Respondent | MR T BRENNAN (of Counsel) Instructed by: Legal Services London Borough Islington Town Hall Upper Street London N1 2VD |
MR JUSTICE HOOPER
"He advised Dr Smith that he had to lie down for 23 out of 24 hours a day to prevent himself from getting pain and requested that the Respondent provided a massage couch for his office so that he could lie down to do his work."
"The applicant was asked to come up with a proposal for working in a manner other than the one that he had proposed but he was unable to do so because trial and error over a number of years had led him to believe that this was the only manner in which he could comfortably carry out his work."
"By trial and error the applicant has found what it is that aggravates his condition and that is why he has chosen to persist in the way of life that he now follows." (paragraph 9)
The Law
"If any provision of a code appears to a tribunal or court to be relevant to any question arising in any proceedings under this Act, it shall be taken into account in determining that question."
"Code" means a code issued by the Secretary of State under this section (section 53(7)).
"(1) For the purposes of this Part, an employer discriminates against a disabled person if-
(a) for a reason which relates to the disabled person's disability, he treats him less favourably that he treats or would treat others to whom that reason does not or would not apply; and
(b) he cannot show that the treatment in question is justified.
(2) For the purposes of this Part, an employer also discriminates against a disabled person if-
(a) he fails to comply with a section 6 duty imposed on him in relation to the disabled person; and
(b) he cannot show that his failure to comply with that duty is justified.
(3) Subject to subsection (5), for the purposes of subsection (1) treatment is justified if, but only if, the reason for it is both material to the circumstances of the particular case and substantial.
(4) For the purposes of subsection (2), failure to comply with a section 6 duty is justified if, but only if, the reason for the failure is both material to the circumstances of the particular case and substantial.
(5) If, in a case falling within subsection (1), the employer is under a section 6 duty in relation to the disabled person but fails without justification to comply with that duty, his treatment of that person cannot be justified under subsection (3) unless it would have been justified even if he had complied with the section 6 duty."
"(1) Where-
(a) any arrangements made by or on behalf of an employer, or
(b) any physical feature of premises occupied by the employer, place the disabled person concerned at a substantial disadvantage in comparison with persons who are not disabled, it is the duty of the employer to take such steps as it is reasonable, in all the circumstances of the case, for him to have to take in order to prevent the arrangements or feature having that effect.
(2) Subsection (1)(a) applies only in relation to-
(a) arrangements for determining to whom employment should be offered;
(b) any term, condition or arrangements on which employment, promotion, a transfer, training or any other benefit is offered or afforded.
(3) The following are examples of steps which an employer may have to take in relation to a disabled person in order to comply with subsection (1)-
(a) making adjustments to premises;
(b) allocating some of the disabled person's duties to another person;
(c) transferring him to fill an existing vacancy;
(d) altering his working hours;
(e) assigning him to a different place of work;
(f) allowing him to be absent during working hours for rehabilitation, assessment or treatment;
(g) giving him, or arranging for him to be given, training;
(h) acquiring or modifying equipment;
(i) modifying instructions or reference manuals;
(j) modifying procedures for testing or assessment;
(k) providing a reader or interpreter;
(l) providing supervision.
(4) In determining whether it is reasonable for an employer to have to take a particular step in order to comply with subsection (1), regard shall be had, in particular, to-
(a) the extent to which taking the step would prevent the effect in question;
(b) the extent to which it is practicable for the employer to take the step;
(c) the financial and other costs which would be incurred by the employer in taking the step and the extent to which taking it would disrupt any of his activities;
(d) the extent of the employer's financial and other resources;
(e) the availability to the employer of financial or other assistance with respect to taking the step."
"the alleged effect upon his medium and longer term health of working on the computer and on paperwork whilst in that position,
and to the consequential alleged legal responsibility."
"Was it reasonable in all the circumstances of the case, for the employer not to employ the Appellant (for 12 months or less) on the basis of an effect (if there was one) upon his medium and longer term health of permitting him to work in his chosen manner and to any consequential legal responsibility flowing therefrom?"
If the Respondent had not acted reasonably then, as Mr Brennan conceded, the reason for the failure was likely to be both material and substantial. The issue could be put in other ways but we doubt that the result would be any different.
The Decision
"It [the Respondent] says that the treatment in question is justified because medical advice has indicated that if it allows the Applicant to carry out office work lying on his side that will only lead to further medical problems in the medium and short term. Those problems have been identified as affecting the Applicant's circulation, respiration, skin and nerve roots. The doctors believe that it would be preferable if the Applicant was prepared to sit in a special chair but he is not prepared to consider changing his way of working. The Respondent believes that if the Applicant were to develop further medical problems as a result of his chosen method of work that it as his employer would be legally liable.
Section 5(2)
The Applicant suggested that the Respondent provided a massage couch for him to lie on to do his work. From that couch he would be able to use a computer and his movements would be restricted to use of a mouse. In determining whether it is reasonable for the Respondent to have to take this step we have to take into account the extent to which it is practicable for the Respondent to take this step. The same considerations arise under this subsection as they do under the previous one.
Generally
We find that the treatment under both these headings is justified, as the reason for it is both material in the circumstances of this particular case and substantial. In this respect we have considered the circumstances of the Applicant and the Respondent. The Respondent has taken medical advice and sees no reason why that advice should be rejected. It will not countenance a situation where an employee is submitted to an unsafe system at work, which is likely to lead to further medical problems for which it alone will be responsible. We accept the reasons put forward by the Respondent and accordingly dismiss this application."
The Respondent's fears as to its potential legal liability
The Respondent's concerns about the medical consequences
"I learnt to use a computer keyboard, a mouse, draw, write and use the telephone from the prone position. This has enabled me to get back to using my professional skills as a architect. From 1996 onwards I started doing occasional pieces of work and undertaking projects for Benedict Wallbank, my previous partner. I was not paid for this work but it enabled me to keep my architectural skills fresh and gave me the chance to work out the most comfortable and ergonomically sound way of working. Once I had sufficient practice to be certain that I could undertake the tasks required of an architect without exacerbating my condition or any other ill effects I started to look for paid work in my profession."
"I do have concerns that lying down for so many hours each day is not good for your health as it generates so many other potentially serious problems. There are also the quite serious implications for working when lying on one's side with either the computer or paper work."
"He shares my reservations about the advisability of lying down on his side, and in particular for working on a VDU, for prolonged periods. It is my opinion that this would be detrimental to [the Appellant's] health both in the medium and longer term. I cannot therefore recommend the use of a couch for office work."
She went on to say that she did not believe him to be, in law, disabled, a conclusion with which the Tribunal did not agree.
"usually develops during adolescence. It can be a painful condition and although residual changes are often seen on X Ray for years afterwards, the active, painful stage of the condition usually eases."
She points out that in reports from his consultants, which were provided to her by Mr Morgan:
"it is clear he was extensively investigated as it was felt that this condition did not fully explain his pains as they did not fully fit the picture. Various opinions on possible causes were given and there was never a clear explanation."
She notes that the pain was managed in the pain clinic and that the onset of pain, about 7 years before, was reported by Mr Morgan:
"as following two separate incidents when one day he seemed to pull a muscle and this strain was made worse the next day when he was picking something up at home."
She wrote that the report from the general practitioner confirmed that Mr Morgan was quite mobile and that by the Appellant's own admission, he can walk briskly for 15 minutes to cover about a mile. She noted that:
"He had a really very good range of movements when I saw him. He moved briskly with no indication of pain and indeed reported that he did not have pain now, if he took analgesics twice daily and if he lay down for these very long periods. He was able to move briskly in and out of the chairs and could move his spine quite well."
He could dress himself, cook and clean.
"There was no indication of body muscle wasting and I was not aware of any body sores from long periods of lying down. This would normally be a result of lying in the way he describes for such long periods.
It does appear to be his choice to manage his pain in this way and not that recommended by any of the doctors responsible for his care. There is simply no way of knowing that anyone has pain or how severe it is except by the history given, the observed limitation of movement and by any visible signs of suffering. These have not been observed by myself or anyone else who has provided reports.
I am not questioning that he has had pain in the past and has found this his chosen way of managing the pain."
She notes that a consultant in the pain clinic had recommended assessment by a Behavioural Therapist. The Therapist recommended a course of treatment but the Appellant had not agreed with this and it was not pursued. She concluded her letter in this way:
"It is my opinion that Mr Morgan has chosen to manage his pain in the past this way and whether or not he still has pain wishes to continue in this way. I am not prepared to endorse his working lying on his side on a couch to work with a twisted position to his back in order to use the keyboard of his computer or do his paperwork. This was the method he demonstrated to me when he attended for assessment. [This was the matter in dispute to which we have already referred] This posture would be ergonomically very unsound and likely to result in other musculoskeletal problems. Dr Shipley's report supports the need for the manager to enable him to work [sic]. I had agreed he was fit to work. To lie flat periodically if back pain is incapacitating might be considered reasonable. However, to lie on his side, leaning over a keyboard or desk, with the consequent twist in the spine for long periods, is not, in my opinion, acceptable.
All seating for desk workers should now provide good back support, in keeping with the DSE at Work Regulations. Tasks can be varied to ensure staff do not hold any position that might be uncomfortable for long."
the Appellant did not specifically demonstrate his working position to Dr Smith;
the working position was not discussed in any detail with Dr Smith;
the Appellant made it clear to her that he was sure that he could carry out the job without any difficulties;
the Appellant had suggested that Dr Smith contacted a disabled person with a similar impairment who also works lying down at the Royal Association of Disability and Rehabilitation;
the Appellant had made it clear to Mr Wilson that he had been carrying out his work in this way since 1996 with no detrimental affects;
the Appellant had consistently requested specific information about exactly why working lying down would be detrimental. In the words of the skeleton argument:
"The applicant wanted an explanation of the medical opinion. Obviously it was important as far as this job was concerned and also he was worried because the only way which he can manage his impairment is to lie down for 23 hours a day. This medical opinion has serious implications for him because he wanted to return to work but can only work if he is lying prone. To date no such explanation has been given to the applicant, even though the Respondent has undertaken to provide it on several occasions ... ."
The fact that the Appellant was working for the Enfield Disablement Association as their Access Action Worker, that he carries out his job lying down and his employers are happy to employ him and very satisfied with his work.
"They were faced with a highly qualified, keen, suitable candidate for the job who articulated that his needs were to work lying prone, that he was capable of doing so, used to doing so and that neither he nor his medical advisers had detected any detrimental effects thus far."
Added in handwriting were the words "Reasonable adjustment wld [would] have been to have a 3 month check to see whether there were any medium term detrimental effects." It was submitted that the reasons for the less favourable treatment were not substantial. It was a job for a fixed term of 1 year and the employers were not faced with the prospect of employing him indefinitely. If the employers were concerned they could have suggested a trial period to measure whether there were any adverse effects.
"The first example given in this paragraph of the code is applicable to this case 'An applicant for a post on a short-term contract has a progressive condition which has some effects, but is likely to have substantial adverse effects only in the long term. The likelihood of these long term effects would not in itself be a justifiable reason to reject him'. The medical advice from the occupational health doctor in our case was that lying prone and working in the way in which the applicant intended was going to be detrimental to his medium and long term health. The applicant has never been told what the detriment would be in physical terms nor what 'medium' and 'long term' meant in years. However it is submitted that medium and long term were intended to mean some time longer than a few years away, by which time the applicant would have left the post. Any worries that the Respondent may have had about future insurance claims are surely irrelevant in this case as it was the applicant himself who was insisting on working in the prone position. He voluntarily undertook, as he has undertaken for a number of years, to work in this way. In this hypothetical situation, how would the employers have been liable?
The applicant told the Respondent and their medical advisor that he had been lying prone for approximately 23 hours a day for a number of years without any ill effects. His GP did not consider it to be a great problem and neither did Dr Shipley his own orthopaedic consultant. The Respondent chose to ignore the applicant's wishes and his GP's advice and to take the advice of the occupational health doctor who did not ever explain what the potential detrimental effects might be, for a post which was only to last one year. This was a disproportionate and unreasonable decision to take."
It was submitted that the risks were theoretical rather than real and that the Appellant would be the first to notice any detrimental effects and the first to do something about it. In so far as section 6 is concerned the following submission was made, according to the skeleton argument:
"It is submitted that a reasonable adjustment in this situation would be to balance the advice of the occupational health adviser against the opinion of the applicant's GP and the applicant's own confidence in his chosen method of working and allow him to commence the job. Alternatively to allow him to commence the job and for the applicant's GP or occupational health doctor to review the applicant's health after 3 months.
The Respondent knew that the applicant lay prone for 23 hours a day and had been doing so for a number of years without any detrimental effect to his health. The applicant was confident in his assertion that he chose to deal with the effects of his impairment by lying prone. It is submitted that the Respondent's DDA duty to make reasonable adjustments was not discharged in this respect."
the penultimate paragraph wrote:
"As you know, as a result of his health problems he did give up a partnership in an architect practice, but now is wanting to return to work as an architectural assistant. If he is able to do the job in the prone position with a suitable computer, I think it is possible that he could return to work with a willing employer."
"I agree with all your reservations about the advisability of lying down and in particular for working on a VDU whilst working on his left hand side for prolonged periods. He tells me he does this as he works using a mouse with his computer and he only needs to use one hand for drawing purposes."
"I cannot but feel that this gentleman's symptoms do not add up. Even in 1995 Michael Shipley noted that he was remarkably well muscled considering the prolonged periods he was living lying down (20 hours a day at that stage). He did at that stage have limited movements in his spine which he doesn't have now."
"We have now received advice from the Council's Medical Advisor and an independent Orthopaedic Consultant in respect of your requirement to undertake the duties of the above post in a lying down position. The advice received clearly indicates that this may prove detrimental to your health in both the medium and short term. In light of this advice and the need to meet our employer obligations under the Health & Safety at Work Act, we are at present unable to proceed with your appointment."
She offered a meeting to see whether or not there were means "in which you will be able to undertake the duties of the post without seeming to endanger your health further.". The reference to short term appears to be a slip in that all the medical reports, we have seen, referred to the medium and longer term. We shall come back to that when we examine the reasons given by the Tribunal.
"I write to confirm that Andrew Morgan is a patient under my care with chronic right sided thoraco-lumbar pain just to the outside of the spine. This is associated with the radiological and MRI appearance of Scheurman's disease affecting 5 adjacent discs at the thoraco-lumbar junction. The pain came on acutely when he was bending and was for a while very severe. We have been unable to find any other obvious cause for the pain which is clearly causing him considerable distress. The only way which he has managed thus far to cope with it is to avoid sitting or standing for any length of time - this essentially means that he is lying for up to 23 hours a day. This is an unusual mode of living undoubtedly and both he and I recognise it but he feels that he is unable to cope with more prolonged periods being vertical because they precipitate much more protracted and severe pain which can take several months to recover.
He wishes to continue to work and I believe that this is appropriate although this is not easy for him or for any employer. With the use of modern technology it is entirely possible however that he can work lying down and I see this as an important means of him continuing to earn a living and to distract himself from what is otherwise a distressing problem. He has tried many different means of coping differently and has agreed to enter the chronic pain management programme to see if this will improve matters but at present and in the short run I see little likelihood of this improving."