Is there a defence to direct discrimination?
[ch 7: pages 209-210]No. There is no defence to direct discrimination, except in relation to age discrimination. Apart from age discrimination, an employer is not allowed to justify less favourable treatment that is due to a protected characteristic. For example, an employer cannot justify not promoting female managers because clients prefer to deal with a man, or not putting a physically disabled worker in a client-facing role because the employer thinks they don’t fit the image of the business. In reality, employers rarely admit to direct discrimination, and this can make proving it very difficult.
The only exception to the rule that there is no defence to direct discrimination is in relation to direct age discrimination. Section 13(2) of the EA 10 says that if the protected characteristic is age, less favourable treatment will not be unlawful if the employer can justify the treatment by showing that it is a proportionate means of achieving a legitimate aim.
Direct age discrimination can only be justified if the employer’s aim is in the public interest (as opposed to simply their private business interest) (Seldon v Clarkson Wright & Jakes [2012] ICR 71). The following aims have been accepted by courts and tribunals as capable of satisfying this “public interest” test and justifying direct age discrimination:
• providing access to employment for younger workers and sharing employment opportunities fairly between generations;
• efficient workforce planning (departure and recruitment);
• mixing generations to promote the exchange of experience and new ideas;
• rewarding experience;
• cushioning the blow for long-serving employees who may find it harder to find new work if dismissed;
• avoiding the need to dismiss employees on “capability” grounds, and avoiding disputes about fitness to work over a certain age;
• legitimate health and safety concerns, both for the workforce and the wider public.
It is not enough for the employer just to recite one of these aims. Instead, they should be able to produce persuasive evidence to show that an age discriminatory policy can be justified, based on the conditions at their own workplace (Heron v Sefton Metropolitan Borough Council [2013] UKEAT0566/12/2910). The public sector equality duty may be a useful tool for reps in this context (see page 250).
Here is a good example of justification for direct age discrimination taken from the EHRC Code of Practice:
A building company has a policy of not employing under-18s on its more hazardous building sites. The policy aims to protect young people from health and safety risks associated with their lack of experience and less developed physical strength. This aim is supported by accident statistics for younger workers on building sites and is likely to be a legitimate one. Imposing an age threshold of 18 would probably be a proportionate means of achieving the aim if this is supported by the evidence. Had the threshold been set at 25, the proportionality test would not necessarily have been met.
EHRC Code of Practice
https://www.equalityhumanrights.com/sites/default/files/employercode.pdf