“(1) For the purposes ofPart X of the Employment Rights Act 1996 (unfair dismissal) the dismissal of an employee shall be regarded as unfair if the reason for it (or, if more than one, the principal reason) was that the employee - … (b) had taken part, or proposed to take part, in the activities of an independent trade union at an appropriate time, …”
“28. As part of the restructure exercise, 14 supervisors, including the claimant, were assessed at an assessment day on 19 June, to determine whether they should be offered a position as customer service team leader. There were 12 such positions available. The supervisors were assessed against competencies in a matrix agreed with Unite. The assessment day was overseen by an external organisation. The assessment included a maths and English test.”
“40. … It is common ground that the photograph was taken without Mr Lord-Jones’ knowledge or consent. The claimant accepts, in these proceedings, that the information was confidential.”
“41. It is common ground that Mr Armsden sent the image to the claimant at the claimant’s request. I find that this was because Mr Armsden and other members of the Workers of England Union raised a concern with the claimant about this in his capacity as their trade union representative.”
“45. It is clear from the evidence that Ms Huthwaite did not attach any particular significance to the conversation at the time. …”
“46. … that he had images on his phone of [Mr] Lord-Jones’ diary that he was going to use as evidence and showed these to her. He said he wanted to know why [Mr] Lord-Jones had this information as he had not been at the assessment centre. He said that he thought the comments in the diary were detrimental to the unsuccessful candidates. …”
“46. … Ms Huthwaite asked the claimant if he had been snooping around on Mr Lord-Jones’ desk to take the photographs and the claimant seemed quite shocked that she had asked him that. He said he had not taken the photographs and that the diary was open on Mr Lord-Jones’ desk. Ms Huthwaite did not ask who had taken the photograph. Ms Huthwaite told the claimant that he would have to wait for Ms Daly’s return.”
“We wish to raise the issue of [Mr] Lord-Jones 2013 dairy [sic], and the personal comments made about our members and their assessment day.”
“59. … the respondent could reasonably be concerned that confidential information entrusted to [the Claimant] in his capacity as a trade union representative could end up in the public domain as a result of [his wife’s] actions.”
“This has caused reason for concern that [the Claimant] has saved information from [Mr] Lord-Jones’ private notes without consent from [Mr Lord-Jones]. It is believed that [the Claimant] has shared this confidential information with colleagues, including [Ms] Huthwaite, …”
“You are requested to lead an investigation into the above allegation as a matter of priority. The investigation must establish ways of confirming that [the Claimant] has shared private and confidential information of [Mr] Lord-Jones in his role of Customer Services Manager.”
“During the day while I’m working, the note pad would have been on my desk. If I nipped out to the toilet or left the office, I may have left my notebook there but it would never have been open on that page.”
“I’d like to be clear that I don’t think I can work with [the Claimant] again in his capacity as team leader as I feel it is a betrayal of trust.”
“79. … It reported that the claimant had agreed he had shown the information to colleagues, including [Ms] Huthwaite. …”
“79. … I note that this is incorrect, in that the claimant had not admitted showing the information to anyone other than [Ms] Huthwaite. …”
“we have reason to believe [the Claimant] has obtained and shared sensitive company information relating to individuals within the business.”
“That you have stored and have shared private and confidential information that is the property of a manager within [the Respondent].”
“… What was clear, however, is that he had admitted receiving and storing the confidential information. He had also produced no evidence that he intended to return the confidential information or retrieve the copies of the stolen confidential information that was in circulation. He had instead sought to try and exploit the stolen confidential information.”
“107. Mr Phillips writes in his witness statement that he decided he had reasonable grounds to find that the disciplinary charge was established. The disciplinary charge was “that you have stored and have shared private and confidential information that is the property of a manager within [the Respondent]”. …”
“113. The importance Mr Phillips put on trying to find the source of the information, beyond what the claimant told him about Mr Armsden sending it to him and the claimant supplying a copy of the redacted e-mail, is only explicable in terms of Mr Phillips considering the claimant’s involvement in the theft or solicitation of the material, rather than the charge he was supposed to be dealing with, which was that of storing and sharing the information.”
“116. Although Mr Phillips denied, in cross examination, that he allowed himself to be influenced by the views of others, I find, on a balance of probabilities, that he was influenced to some extent by the views of others, both as to the claimant’s likely involvement in the theft of the information and as to the claimant’s previous track record.”
“121. Mr Phillips went on to state that it was unacceptable to steal or to handle a manager’s private and confidential information. He wrote that invading someone’s privacy and stealing their private and confidential information is gross misconduct. 122. Mr Phillips wrote: “I do not accept your characterisation that “trade union activity” involves receiving and storing stolen confidential information of a private nature which belongs to a manager such as [Mr] Lord-Jones. I am also surprised that you should seek to protect the identity of the individuals who you have named as having supplied the stolen confidential information to you.” ”
“150. … The charge against the claimant was “that you have stored and have shared private and confidential information that is the property of a manager within [the Respondent]”
“151. What is clear is that the dismissal related to the claimant’s conduct with regard to the information from Mr Lord-Jones’ diary. 152. I conclude, based on the evidence of Mr Phillips that he found the disciplinary charge proven and dismissed for this reason, that Mr Phillips dismissed the claimant because he stored and shared the diary information. He did not consider receipt of the information to be gross misconduct.”
“153. The storage related to keeping the information on the claimant’s computer. Mr Phillips understood the claimant to be arguing that he had received the stolen information in the context of legitimate use for trade union purposes. Mr Phillips understood from the investigation report that the claimant was saying that he stored the information because he felt that it was his responsibility, in order to protect his union members, in his role of the Workers of England Union representative. However, Mr Phillips stated in the outcome letter that he rejected the argument that “trade union activity” involves receiving and storing stolen confidential information of a private nature which belongs to a manager such as [Mr] Lord-Jones. It does not appear from the outcome letter or Mr Phillips’ evidence that he rejected the argument that, as a matter of fact, the claimant was storing the information because he wished to raise concerns about the information recorded in Mr Lord-Jones’ diary on behalf of members in his capacity as trade union representative. Rather, he took the view that this could not be a trade union activity if the information was stolen confidential information.”
“155. I conclude that the claimant stored the information because Mr Armsden and other members of the Workers of England Union had expressed concern about information about the assessment being in Mr Lord-Jones’ diary when he was not amongst the assessors. He shared it, in the sense of referring to it, but not attaching a copy of it, in the collective grievance of7 September 2014 because a member, Mr Armsden, had asked him to raise a concern about this. The claimant was acting in the capacity of a trade union representative, storing and then sharing the information (to the extent of referring to it in the collective grievance letter) because of concerns raised with him by members. He needed to retain the information so that he could raise concerns on members’ behalf and he raised those concerns by means of the reference in the collective grievance. Whilst the collective grievance does not perhaps explain as clearly as it might the concerns raised by the information in Mr Lord-Jones’ diary, it is clear that the concerns relate to the fairness of the assessment process. The reference to the diary entry cannot be detached from the rest of the grievance. The claimant was taking part in the activities of an independent trade union by storing the information and raising this on behalf of members. This was at an appropriate time. The claimant was dismissed because of this storing and sharing of information. The reason for dismissal was because the claimant had taken part in the activities of an independent trade union at an appropriate time and the dismissal was automatically unfair.”
“157. Given this conclusion, it is not strictly necessary to consider whether the dismissal was unfair under the provisions of section 98(4) [ERA], but I do so for completeness.”
“158. Since I have found that the reason for dismissal was the storage and sharing of information, I will use this terminology, rather than that of retention and processing. …”
“161. … dismissal for storage of the information alone would be outside the band of reasonable responses [in dismissing]. If it had not been for the trade union context, some sort of warning for storing and not deleting the information might have been appropriate, but dismissal for storage alone would be outside the band of reasonable responses.”
“… We do not say that every such act is protected. For example, wholly unreasonable, extraneous or malicious acts done in support of trade union activities might be a ground for a dismissal which would not be unfair.”
“… We do not say that every such act is protected. For example, wholly unreasonable, extraneous or malicious acts done in support of trade union activities might be a ground for a dismissal which would not be unfair.”
“that you have stored and have shared private and confidential information that is the property of a manager within [the Respondent].”