"without reasonable and proper cause, conduct itself in a manner calculated [or] likely to destroy or seriously damage the relationship of confidence and trust between employer and employee."
"The Applicant never expressed any reservations about undertaking these duties, and we are satisfied that, in the main, she did so enthusiastically – even to the point of vigorously resisting a suggestion made by Mr Dastur [who was her superior] that [the Respondent] should rely, as did the other two Group companies, on an HR function established at Group level for the service of all three companies. In the result, during the first six months of 2000 the applicant worked exceedingly long hours without complaint…"
"The reforecast is due to be done for the period starting 1 July to December. Last year this process took at least three months of my time without any help from any other resource except for the model for which I bought in external resource to assist. Last year the deadline date was 26 th July – I do not think we will be exempt as group needs to know foreign exchange cash flow, working capital requirements and corporation tax payments that have to be estimated and paid based on best estimates. I do not believe the finance department should create these numbers. Any reforecast and budget should be driven by the business, starting with the sales & marketing plan supported by the overheads required to deliver that plan. These overheads should be provided by the managers responsible for those department costs. If we want any hope of trying to control overhead costs the management of the business must buy in to the forecast and commit to controlling costs commensurate with the level of business. Following the reforecast/budget each department should have a review and should be prepared to justify expenditure and sales targets together with the rationale behind how those targets will be delivered. This should include an assessment of the risks and opportunities inherent within the forecast they have presented. Unless we create buy in to this process then this will not happen. This is a major culture change to the company that I believe plays a crucial part to its future survival. Do you not agree that the fact that the budget and forecast was divorced from the overall business and without adequate buy in it probably a major reason why [the Respondent] has continually failed to achieve its budget target for so many years? If we are to have a meaningful strategic plan for next year then the whole management team must buy into this process. It must start now and will require training and resources allocated to ensure that departments fully understand the demands that are being made of them. Given the workload listed in the attached I have little time to give consideration to how we achieve the above. Therefore dedicated resource is required to fulfil this reforecast/budget culture change. Additional resource is also required to enable me to delegate some of the numerous other activities on the list. I need an urgent response to this as we need to start this process in order to have quality data in the required time period and avoid further criticism from Group. I also need to be able to implement the other initiatives currently proposed."
"Shirley We need to knock our heads together. I think that we should replace our next management meeting with a half day session (including a free lunch!) to discuss how we are going to achieve this. In the meantime. I will ask Gay to get a hold of Aerospace pro-formas that are used by each department for budgeting. They are logical spreadsheets designed to go into a central budgeting spreadsheet."
"Do we firstly agree that we are going to push down responsibility for the costs – if so then this is where resource needs to be given in training and educating as well as re-defining the report layouts to take into account of the changes mentioned above."
"It's not only just budget – did you read the other list?" and then the response by Mr Marshall at 7.10 a.m. in the morning on the following day, 8 June, is: "
"Dear Robert, As you are aware I have been with MSV for 18 months during which time there have been ever increasing mountains of difficulties to climb. I have worked as the Finance Director since last July but now feel that this position is becoming untenable. This is because the level of workload I have acquired has meant my lack of involvement and time in assessing strategic financial options, which does not permit me to do this job to my satisfaction. This is illustrated by your comment made on Friday June 2, 2000 at the management review meeting, in front of Peter Burton, "we have many complicated financial deals coming up so we have better make sure we get this MBA person in to review them."
"…we have a great deal of work to do to regain our basic management systems. Your work on Part Numbering and material control, in conjunction with my own work on Centralised Planning and job control are crucial to our long term success. We are struggling to regain control of our systems in parallel with the effort to give our key production staff the basic wherewithal to get performance from our work force. While this goes on, there is fire-fighting necessary to get produce out of the door and strategic issues are taking a back seat."
"As discussed, I would like you to work out your notice and we will review the situation at the end of August. If you still feel that you have not got a future with the company at this stage, we will "go public" on your notice and I will start the process of recruiting a replacement or of amalgamation with Aerospace. In the meantime, I would be grateful if you could keep your resignation a secret. Your work to control the materials and Buying functions and your effort to involve previously untrained managers in the budgeting process have been admirable and, in the circumstances, I make no apology for using your excellent management skills to best advantage. Though I realise that this involves giving your Directorial duties a back seat. I am hoping that the next two months will see resolution of many of the issues that you are struggling with and a significant up-turn in our financial performance as a direct result. If we are successful in accomplishing the immediate aims, I hope that I can sway you to change your mind at the end of August."
"Thank you for your response to my resignation letter, however, following a conversation yesterday with the Chairman I believe that you are not convinced of my intention. I am giving notice and do not see the advantage of waiting until August before deciding the transition from either replacing me or transferring my duties over to Aerospace. You have also confirmed in your letter, which is also one of the reasons for my resignation, that I am not able to fulfil my directorial duties because of the many operational problems and lack of resource."
"Mr Marshall, although not present in Mr Knott's room, happened to see the Applicant, obviously red-faced and upset, through a window in the room and as soon as the Applicant had left enquired of [Mr Knott] about the apparent problem"
"without reasonable and proper cause, conduct itself in a manner calculated or likely to destroy or seriously damage the relationship of confidence and trust between employer and employee."
"The Company will take such action as (having regard to the availability of its human and financial resources) may be reasonably practicable in the particular circumstances prevailing at the material time to avoid either imposing workload upon you or acquiescing in your assumption or workload which it is reasonably foreseeable may cause you physical or mental injury."
"…unless senior management in the defendants' department were aware or ought to have been aware that the plaintiff was showing signs of impending breakdown, or were aware or ought to have been aware that his workload carried a real risk that he would have a breakdown, then the defendants were not negligent in failing to avert the breakdown of October 1974."
"Even at the point when the die had been irrevocably cast by the tender of her resignation the Applicant did not make it explicitly plain to Mr Marshall that her responsibilities had borne her down to the point where her health had been seriously affected."
"On the other side of the equation we take account of the fact that only a few weeks before her resignation the Applicant had been in tears when in conversation with her Board colleague Mr Knott and had told him that she was feeling she could not cope: Mr Marshall had seen for himself that she was in some distress on that occasion but simply accepted Mr Knott's assurance that he thought there was nothing much to worry about and that the Applicant would get over it. Mr Dastur had seen the Applicant in tears on two or three occasions – in addition to the occasion on which she was lobbying him for the appointment as Finance Director…Despite the interpretation which Mr Marshall put on the 6 June email from the Applicant the fact is that it included a detailed log of the tasks the Applicant expected to have to perform over the next following six months with her estimate of the necessary time allocation against time available and a plain statement that she was "85% overworked."
"Many, alas, suffer breakdowns and depressive illnesses and a significant proportion could doubtless ascribe some at least of their problems to the strains and stresses of their work situation: be it simply overworking, the tensions of difficult relationships, career prospect worries, fears or feelings of discrimination or harassment, to take just some examples. Unless, however, there was a real risk of breakdown which the Claimant's employers ought reasonably to have foreseen and which they ought properly to have averted, there can be no liability . [Hale LJ's emphasis]."
"Employers should be more alert to picking up signs from an employee who is being overworked in an intellectually or emotionally demanding job than from an employee whose workload is no more than normal for the job or whose job is not particularly demanding for him or her. It will be easier to conclude that harm is foreseeable if the employer is putting pressure upon the individual employee which is in all the circumstances of the case unreasonable. Also relevant is whether there are signs that others doing the same work are under harmful levels of stress. There may be others who have already suffered injury to their health arising from their work. Or there may be an abnormal level of sickness and absence amongst others at the same grade or in the same department. But if there is no evidence of this, then the focus must turn to the individual…"
"… in view of the many difficulties of knowing when and why a particular person will go over the edge from pressure to stress and from stress to injury to health, the indications must be plain enough for any reasonable employer to realise that he should do something about it ." (2) (paragraph 33): "… in every case it is necessary to consider what the employer not only could but should have done ." (3) (paragraph 34): "… the employer can only reasonably be expected to take steps which are likely to do some good ." (4) (paragraph 35): "
"The respondents deny…that there was anything in their relationship with the applicant at the material times which might have led them to suppose that she was dangerously overburdened with work and at risk of the breakdown which she ultimately suffered."