QUEEN'S BENCH DIVISION
Strand, London WC2A 2LL |
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B e f o r e :
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Mr Michael Barlow | Claimant | |
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Borough of Broxbourne | Defendant |
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Mr David PLATT (instructed by Berrymans Lace Mawer) for the defendant
Hearing dates: 15, 16, 17 January 2003
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Crown Copyright ©
Mr Justice Gray
Broad issues
The factual background
Contentious issues — victimisation and bullying
i) whether the claimant has established that the conduct complained of in the Particulars of Claim took place and, if so, whether it amounted to bullying or harassment in the ordinary connotation of those terms. In addressing this question it is the cumulative effect of the conduct which has to be considered rather than the individual incidents relied on;
ii) did the person or persons involved in the victimisation or bullying know, or ought they reasonably to have known, that their conduct might cause the claimant harm;
iii) could they, by the exercise of reasonable care, take steps which would have avoided that harm; and
1v) were their actions so connected with their employment as to render the defendant vicariously responsible for them.
The stress claim
"43 From the above discussion, the following practical propositions emerge.
1 There are no special control mechanisms applying to claims for psychiatric (or physical) illness or injury arising from the stress of doing the work the employee is required to do (see [22], above). The ordinary principles of employer's liability apply (see [20], above).
2. The threshold question is whether this kind of harm to this particular employee was reasonably foreseeable (see [23], above): this has two components (a) an injury to health (as distinct from occupational stress) which (b) is attributable to stress at work (as distinct from other factors) (see [25], above).
3. Foreseeability depends upon what the employer knows (or ought reasonably to know) about the individual employee. Because of the nature of mental disorder, it is harder to foresee than physical injury, but may be easier to foresee in a known individual than in the population at large (see [23], above). An employer is usually entitled to assume that the employee can withstand the normal pressures of the job unless he knows of some particular problem or vulnerability (see [29], above).
4. The test is the same whatever the employment: there are no occupations which should be regarded as intrinsically dangerous to mental health (see [24], above).
5. Factors likely to be relevant in answering the threshold question include: (a) The nature and extent of the work done by the employee (see [26], above). Is the workload much more than is normal for the particular job? Is the work particularly intellectually or emotionally demanding for this employee? Are demands being made of this employee unreasonably when compared with the demands made of others in the same or comparable jobs? Or are there signs that others doing this job are suffering harmful levels of stress? Is there an abnormal level of sickness or absenteeism in the same job or the same department? (b) Signs from the employee of impending harm to health (see [27], above). Has he a particular problem or vulnerability? Has he already suffered from illness attributable to stress at work? Have there recently been frequent or prolonged absences which are uncharacteristic of him? Is there reason to think that these are attributable to stress at work, for example because of complaints or warnings from him or others?
6. The employer is generally entitled to take what he is told by his employee at face value, unless he has good reason to think to the contrary. He does not generally have to make searching inquiries of the employee or seek permission to make further inquiries of his medical advisers (see [29], above).
7. To trigger a duty to take steps, the indications of impending harm to health arising from stress at work must be plain enough for any reasonable employer to realise that he should do something about it (see [31], above).
8. The employer is only in breach of duty if he has failed to take the steps which are reasonable in the circumstances, bearing in mind the magnitude of the risk of harm occurring, the gravity of the harm which may occur, the costs and practicability of preventing it, and the justifications for running the risk (see [32], above).
9. The size and scope of the employer's operation, its resources and the demands it faces are relevant in deciding what is reasonable; these include the interests of other employees and the need to treat then fairly, for example, in any redistribution of duties (see [33], above).
10. An employer can only reasonably be expected to take steps which are likely to do some good: the court is likely to need expert evidence on this (see [34], above).
11. An employer who offers a confidential advice service, with referral to appropriate counselling or treatment services, is unlikely to be found in breach of duty (see [17], [33], above).
12. If the only reasonable and effective step would have been to dismiss or demote the employee, the employer will not be in breach of duty in allowing a willing employee to continue in the job (see [34], above).
13 In all cases, therefore, it is necessary to identify the steps which the employer both could and should have taken before finding him in breach of his duty of care (see [33], above).
14 The claimant must show that that breach of duty has caused or materially contributed to the harm (see [35], above)."
I need read no further. Those are the principles which I shall apply to this part of the claim.