Barlow v Gallagher Limited [2017] NIIT 00924_15IT (30 November 2017)
The exclusion of employees over 65 from the enhanced redundancy scheme constituted both direct and indirect age discrimination. The respondent failed to demonstrate that the exclusion was a proportionate means of achieving a legitimate aim. The aims advanced—cushioning younger employees, avoiding windfalls, and distributing finite resources—were not sufficiently established as legitimate social policy objectives in this context, nor was the exclusion shown to be necessary or the least discriminatory means. The scheme adversely affected employees over 65, including the claimant, and the respondent did not conduct an equality audit or consider less discriminatory alternatives.
- Citation
- [2017] NIIT 00924_15IT
- Parties
- Claimant: Bernard Barlow; Respondent: Gallaher Limited
- Jurisdiction
- Northern Ireland
- Judgment Date
- 30 November 2017
- Procedural Posture
- Employment Tribunal / Final Judgment on Liability
- Outcome
- claims of direct and indirect age discrimination upheld
- Legal Topics
- Age Discrimination, Redundancy Payments, Direct Discrimination, Indirect Discrimination, Objective Justification, Employment Equality
Case Brief
Summary, issues, holding and outcome
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Parties
Bernard Barlow
Claimant
Gallaher Limited
Respondent
Procedural Posture
Employment Tribunal / Final Judgment on Liability
Legal Issues
- 1 Whether exclusion of employees over 65 from enhanced redundancy scheme constitutes direct and/or indirect age discrimination
- 2 Whether the respondent's actions were a proportionate means of achieving a legitimate aim under age discrimination law
Ratio Decidendi
The exclusion of employees over 65 from the enhanced redundancy scheme constituted both direct and indirect age discrimination. The respondent failed to demonstrate that the exclusion was a proportionate means of achieving a legitimate aim. The aims advanced—cushioning younger employees, avoiding windfalls, and distributing finite resources—were not sufficiently established as legitimate social policy objectives in this context, nor was the exclusion shown to be necessary or the least discriminatory means. The scheme adversely affected employees over 65, including the claimant, and the respondent did not conduct an equality audit or consider less discriminatory alternatives.
Court Disposition
claims of direct and indirect age discrimination upheld
Orders
- Compensation to be determined in accordance with Paragraph 24 of the decision
Full Case Text
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