I think that there is a serious problem with the positive action provisions in the Equality Act.
The problem lies not in the principle of positive action (or positive discrimination if you prefer, I don’t care what you call it) but in how the provisions are drafted and what the coalition government is going to do about implementing them. Remember, the Equality Act does not come into force automatically, each provision needs to be brought in to force by Ministerial order. The Ministers responsible for this are the dream team of Theresa May of the Conservatives and Lynne Featherstone of the Liberal Democrats. In Parliament the Conservatives strongly opposed the positive action measures while the Liberal Democrats supported them – but that’s not the problem.
Positive Action is dealt with in two sections. Section 158 allows the employer to take any action ‘which is a proportionate means of achieving the aim of’ overcoming the disadvantage faced by people with a protected characteristic, meeting a specific need of such people or encouraging underrepresented groups to participate in the activity. That is potentially very wide but there is a key limitation - and the particular way in which this has been drafted is crucial. S.158(4) says that S.158 does not apply to ‘action within section 159(3)’ (not a helpful way of putting it you may think, but what can you do?). Turning to S.159(3) it defines the action as ‘treating a person (A) more favourably in connection with recruitment or promotion than another person (B) because A has the protected characteristic but B does not’.
Passing over the algebra, what we can see is that this is referring to direct discrimination to do with recruitment or promotion. Indirect discrimination (advertising vacancies in the ethnic minority press, for example) will be covered by S.158 and be lawful if the action is proportionate, but direct discrimination in connection with recruitment or promotion can only be lawful under S.159.
S.159 is not drafted as well as we might have hoped. Apart from the motive of the employer there are two key requirements for positive action to be lawful. The first is that ‘A is as qualified as B to be recruited or promoted’ (s.159(4)(a)). But there is no definition of what ‘as qualified as’ means! I’m sure you can imagine how much legal hay can be made seeking a judicial interpretation of that phrase. Consider a job for which the employer specifies that candidates must have 5 GCSEs. Is a person with 5 GCSEs as qualified or less qualified than a person with 10 GCSEs? If you exceed the minimum level of qualification are you automatically better qualified than someone who just meets it? The employee with 10 GCSEs would certainly say so, but the employer might take the view that 5 GCSEs is enough and any more is not necessarily helpful. No doubt the case law will, after a couple of years, settle on the right approach, but its maddening that such an important requirement is left so vague in the legislation.
The next requirement is that the employer ‘does not have policy of treating persons who share the protected characteristic more favourably in connection with recruitment or promotion than persons who do not share it’ (S.159(4)(b)). Feel free to read that a couple of times. If it still doesn’t make sense – don’t worry. It doesn’t make much sense to me either. What the Government was seeking to get at here was that fundamentally selection must be on merit and positive action should only be taken as a tie-breaker. However the drafting does not clearly convey that meaning. If an employer has a policy of taking positive action where candidates are equally qualified – isn’t that a policy of treating people with the protected characteristic more favourably? If that is so, then does that mean that positive action can only be something improvised by the employer to deal with a tie between candidates? Does the Government think that managers conducting recruitment exercises are allowed to make up selection criteria on the spot? Most employers will only use positive action if there is a clear policy to do so, and this provision suggests that if there is a clear policy then you can’t do it.
So frankly, S.159 is a bit of a disaster area. It is simply too vague for any employer to use with confidence and since, without S.159, positive action is unlawful discrimination I can’t imagine any employers will want to dive in until the case law has teased out just what the whole thing actually means.
But, do you know what? That’s not even the worst problem.
This is. Under current discrimination law, employers can take positive action by offering training on a discriminatory basis to fit individuals for work where members of their group are underrepresented (See S.47 of the Sex Discrimination Act, S.37 Race Relation Act, Reg 26 of the Sexual Orientation Regulations 2003, and so on). This means that an employer, seeing that women were underrepresented in senior management, could offer a ‘key skills for senior managers’ course exclusively to female employees. This has always been permissible since discrimination legislation was first introduced, and is a common feature of many positive action programs. So it is a bit infuriating that this well established form of positive action will be made unlawful by the Equality Act.
But it will be. This is because such a training course is clearly being arranged in connection with recruitment or promotion and that means that S.158 does not apply and we must turn to S.159. But allowing Julie to go on a course connected with promotion, but not Frank, will only be allowed under S.159 if Julie is ‘as qualified as’ Frank to be recruited or promoted and if the employer ‘does not have a policy of treating persons who do not share the protected characteristic more favourably in connection with recruitment or promotion than persons who do not share it’. If the course is being run for women only, then even if Julie is as qualified as Frank (and she might well not be), the employer surely has a policy of treating women more favourably in connection with recruitment or promotion than men because they are being offered a training course and men are not. The training course will amount to unlawful discrimination.
This last problem is the worst because it can’t be solved. We could take the view that S.159 is badly worded (I certainly think so) and that it therefore should not be brought into force. Perhaps we might prefer the broader, but less problematic positive action allowed for in S.158. But that isn’t straightforward. We saw above that S.158 specifically refers to S.159, so it is in a sense dependent upon it, it can’t just stand on its own. Even if it could we would still have the problem that S.158(4)(a) excludes direct discrimination in connection with recruitment or training.
So perhaps we could just avoid bringing both S.158 and S.159 into force altogether? That was certainly Conservative party policy prior to the election, although we have yet to see any word from the coalition on what their plans are.
But if we don’t bring in S.158/159 there is still no way of keeping the positive action that we currently have. The Equality Act repeals the current legislation (Schedule 27) as a whole. You can’t repeal most of the Sex Discrimination Act but keep the bit on positive action in training. If the operative parts of the Equality Act come into force than all the current legislation, including the bits about positive action, get repealed. If Ss 158-159 are left out then we will simply have abolished all current forms of lawful positive action.
If I were the Minister of Equalities, I would find all of this a bit of a quandary. Should I:
- bring in the Equality Act including S.158/159 with all of their problems – including the fact that much current practice around positive action will be made unlawful.
- bring in the Equality Act without S.158/159 which definitely outlaws all current practice around positive action or
- delay implementation until the positive action measures can be amended ?
The last option might appeal to some, but politically I don’t see how a Lib Dem minister can be responsible for delaying what she herself has described as a ‘big step in the right direction’.
It’s a tricky one, don’t you think?