Thanks for this - very interesting! I’m trying to wrestle with how things stand at present with the personal harassment claim against DU. Here’s my workings so far for comment/critique…
When a tribunal considers whether a claim of harassment is made out, it must take into account both the subjective perception of the person who feels harassed, and the objective question whether it is reasonable for him to feel that way; as well as “the other circumstances of the case”.
…
The fact that the act of misgendering was a manifestation of a belief falling with s.10, EqA would not operate automatically to shield her from such liability. The Tribunal correctly acknowledged, at para 87 of the Judgment, that calling a trans woman a man “may” be unlawful harassment. However, it erred in concluding that that possibility deprived her of the right to do so in any situation
So in the Female CR on Xmas eve 2023:
- the case for SP’s harassment claim is that the presence of a male (legally and biologically) in the room where she needed to undress (with some urgency) created a hostile and humiliating situation.
- the case for DU’s bullying/harassment claim is that SP used the word “male”, referred to men in women’s prisons and asked about “chromosomes” when saying that DU “shouldn’t be in here”
Does SP have a claim for harassment personally by DU?
Digging Into SP’s claim a bit more:
It doesn’t take a lot of imagination (for me anyway) to understand that a female would find it degrading to have to change clothes in front of/next to a male work colleague. 1 in 2 women have been sexually harassed/assaulted. TW retain the offending profile of males even after transition. SP had used that CR unimpeded for 20+ years. SP has a protected GC belief under the EA. The question is “how” she expressed that? Outside of the CR she used preferred pronouns and called DU Beth. She called DU Beth throughout the hearing (other than to make the legal case via standard pronouns). She thought that the event in the CR had been a robust conversation between colleagues rather than any serious event. SP had tried raising her issue with line management and got nowhere. She’d advised her manager that she’d have to say something to DU herself and ED didn’t say not to. She admits to calling DU a man as “it’s the truth”, referred to prisons but not rapists and can’t recall mentioning chromosomes (but may have done). When asked by JR about whether she’d harassed DU under NHS Fife policy, she simply said yes which was honest to a fault. Her answers generally were brief, to the point and seemed credible with details to back up her remembering of events. Under the EA SP is permitted to express her GC belief in a reasonable way - and given DU’s own evidence she was firm & direct but nothing described seemed like abusive expression. Afterwards SP didn’t speak about the incident with others - this could either be interpreted as her keeping her TERF attack secret (although presumably if it was a planned attack she’d have been crowing about it over Xmas lunch?), OR she hadn’t thought the convo was anything other than robust exchange between colleagues. What will the panel think?
From the other perspective, DU believed that they had a right to be in the CR as sanctioned by NHS Fife. DU believes in self ID GI, but had anticipated that using the CR might be controversial - telling KS about using it and taking contemporaneous notes in case of problems “need to escalate”. It appeared that SP had come to the CR at an unusual time and waited until they were alone before saying “you shouldn’t be here” - which appeared to DU to be an ambush. SP hadn’t dealt with this through “proper procedure” as pointed out by DU (not knowing about SP’s prior discussions). By DU’s own evidence SP referred to prisons and DU assumed she was comparing DU to a rapist. SP did refer to DU as a man and asked about chromosomes. These references were (in DU’s opinion/belief) insulting. DU said that the incident was frightening and intimidating. In evidence the reference to frightening was explored and (I think I recall correctly?) DU indicated that the fear was about not being able to use the CR in future rather than physical intimidation. DU was clearly concerned about being challenged from the notes and discussions they pre-prepared. As discussed in the previous case management hearing the request for anonymity was turned down because although DU had concerns about harassment, there was no evidence that this was a credible risk. So there’s already been discussion about DU’s perception of risk/possible upset and likelihood of occurrence. Certainly pre-prepared for a confrontation it’s no surprise that DU was very upset when their fears were realised - reacting to the situation as if it were a “hate incident”. The scale of reaction obviously affected colleagues Esther, Kate & Lauren (staff nurse?). The question is though whether the size of the reaction and framing as “hate” is reasonable under these circumstances? What will the panel think?
Apparently a possible precedent for assessing impact of one belief on another could use the 9 Factors from Higgs v Farmor School (my paraphrasing):
- Nature and content of expression
- Tone in which beliefs are manifested
- Extent of boundaries of expression/manifestation
- Manifestation require employee to have an understanding of the Likely audience
5 Extent and nature of the intrusion on others’ rights and the employer’s ability to run it’s business
- Make clear that the views expressed are personal or their own, to safeguard the employer’s reputation from potential harm
- Does a possible power imbalance exist in light of the worker’s position and the rights of the individuals who are being violated
- Takes into account the nature of the employer’s business esp if vulnerable service users or clients might be impacted
- Assess whether the limitation imposed by the employer is the least intrusive measure open to the employer
https://www.capitallaw.co.uk/news/higgs-v-farmors-school-court-of-appeal-upholds-protection-of-beliefs-in-the-workplace/
I will carry on mulling… would be interested in your thoughts.