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Whistleblowing – expressing an opinion
The Employment Appeal Tribunal (EAT) has confirmed that expressing an opinion about an employer's proposal to alter a discretionary redundancy scheme does not amount to a qualifying or protected disclosure under the Public Interest Disclosure Act 1998 (PIDA).
In Goode v Marks and Spencer PLC, M&S sent a document to its staff representative body setting out its proposals to reduce the multiplier and the cap used to calculate payments under its discretionary enhanced redundancy terms. When Mr Goode received a copy of the document, he told his line manager that the proposals were "disgusting". He was told to raise his concerns with the staff representative body. Mr Goode subsequently sent an email to the Times, entitled "M&S deal another blow to staff" and attached a copy of the proposal. He claimed in the email that compulsory redundancies would follow as a result of the proposal. Mr Goode was identified as the source of the email and, after disciplinary proceedings, was summarily dismissed by M&S. He brought a claim for automatically unfair dismissal because he made a protected disclosure.
In brief, a dismissal will be automatically unfair if the reason, or principal reason, for the dismissal is that a worker made a protected disclosure. To be protected, the worker must make a "qualifying disclosure". This means the disclosure of information which, in the reasonable belief of the worker making the disclosure, tends to show one or more of six categories of wrongdoing. The relevant category in this case was that a person has failed, is failing or is likely to fail to comply with any legal obligation to which he is subject. A qualifying disclosure must be made in accordance with the requirements inserted into the Employment Rights Act 1996 by PIDA. These requirements can differ, depending on to whom the disclosure is made.
In this case, the EAT confirmed that the Employment Tribunal had been entitled to conclude that what Mr Goode said to his line manager was an expression of opinion about the proposed changes to the discretionary redundancy scheme. Even in the context of the content of the proposal, it did not amount to a qualifying disclosure and there was nothing which would lead anyone to reasonably believe that it tended to show that M&S would fail to comply with any legal obligation in respect of the redundancy scheme.
In relation to the disclosure to the Times, a disclosure made to a third party must itself be a qualifying disclosure and the employee must also fulfil one of three criteria, which include that the employee must have previously made a disclosure of substantially the same information to his employer. As Mr Goode did not disclose substantially the same information, it was not a protected disclosure. Whilst this conclusion was sufficient to dispose of the appeal, the EAT also confirmed that the information disclosed to the Times did not amount to a qualifying disclosure. Nothing was disclosed which could reasonably be believed to have a tendency to show that M&S was likely to fail to comply with any legal obligation to which it was subject.
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