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Direct discrimination

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Last updated 11th September 2025.

Direct discrimination within s.13 Equality Act 2010 (EqA) is less favourable treatment because of a disability. There is no justification defence. It can apply particularly to discrimination based on Stereotypes and assumptions.

Summary

Direct discrimination is where someone is treated less favourably because of a disability. There is no ‘justification’ defence – it is unlawful. It can apply particularly where a person is stereotyped because of their disability: see separate page Stereotypes and assumptions.

A useful way to think of ‘direct discrimination’ is that it sets the limits to the ‘objective justification’ defence, and often also to ‘perceived disability’:

  • As regards the justification defence, if there is no direct discrimination then the employer or service provider has a defence (to a s.15 claim) if it can show objective justification. If there is direct discrimination, the question of whether there is objective justification does not arise.
  • As regards perceived disability, which could apply particularly where direct discrimination is based on stereotyping, there is scope to claim discrimination because of a disability perceived by the employer etc, even if the claimant doesn’t actually have a disability within the EqA.

The other main discrimination claim for unfavourable treatment is ‘discrimination arising from disability’ (s.15). This is much wider than direct discrimination. It very often applies where direct discrimination does not. It includes less favourable treatment due to someone’s abilities if disability-related. However, for ‘discrimination arising from disability‘ the employer or service provider etc has a defence if it shows its actions were objectively justified. More: ‘Direct discrimination’ vs ‘discrimination arising from disability’.

Examples of direct discrimination

An applicant mentions in a job application for a sales role that he has a stammer. The employer assumes that a person who stammers would not have the communication skills required for the role, so does not invite them for an interview. The employer does not look at the individual’s actual abilities. This may well be unlawful as direct discrimination. (See further Stereotypes and assumptions)

An employer does not employ a disabled person because it does not want any disabled people in the workplace. This is likely to be direct discrimination.

An employer turns down a job applicant who stammers because there is a lot of banter in the workplace and the employer is concerned other employees will make fun of the stammer. This is likely to be direct discrimination. (See below Motive irrelevant)

Example of ‘discrimination arising from disability’

An applicant for a customer service job has a stammer which is a ‘disability’ within the Equality Act. Having looked at his abilities, the employer turns him down because, due to the stammer, he will sometimes take longer to serve customers. This is potentially ‘discrimination arising from disability’ under s.15, and the question will be whether the employer can show the objective justification defence applies. The reason for turning the person down is their ability to do something, rather than the stammer itself.

More: ‘Direct discrimination’ vs ‘discrimination arising from disability’.

Some particular points on direct discrimination:

Take the (direct discrimination) example above where the job applicant who stammers is not invited for interview for a sales role. Even if that person’s stammer did not meet the requirements of being a ‘disability’ within the EqA, the employer may be liable on the basis that it perceived the applicant to have a disability. (See further Perceived disability and Stereotypes and assumptions).

As to how far discrimination in favour of disabled people is lawful, see Can a disabled person be treated more favourably?

Technical definition

There is ‘direct discrimination’ if because of disability an employer or service provider etc treats an individual less favourably than it treats or would treat others (s.13 EqA).

The “other” person who would not be treated in that way is known as the “comparator”. There is no need for an actual person who was treated less favourably – the comparator can be hypothetical. There must be “no material difference between the circumstances relating to each case” (s.23 EqA) – so there must be no material difference between the circumstances (including the abilities) of the claimant and those of the comparator, except that the comparator does not have the disability, meaning the claimant’s particular disability (below).

So the legislation sets two requirements:

  • that the treatment was ‘because of disability’ (see below “Because of” disability), and
  • the treatment was less favourable than how a similar non-disabled comparator would be treated (below The comparision).

However, these requirements are intertwined, and should not be separated too much. One should cross-check that both requirements are met, but if one requirement is met the other is likely to be. See below Two limbs are intertwined.

Abilities

For there to be direct discrimination, the claimant must be treated less favourably than a non-disabled person would be treated assuming there is no material difference in their circumstances, including abilities (s.23 EqA).

The effect of this seems to be that treating someone less favourably because of their abilities (or lack of abilities) is not direct discrimination. Instead unfavourable treatment because of abilities arising in consequence of the disability can be ‘discrimination arising from disability’. So it may still be unlawful, but the employer etc has a defence if it shows objective justification. See ‘Direct discrimination’ vs ‘discrimination arising from disability’.

An employer turns down a job applicant with a stammer because it considers that – in the light of the stammer – the applicant’s communication skills are not good enough. If this is not direct discrimination, it may still be unlawful as ‘discrimination arising from disability’ but the employer has a defence if it shows objective justification.

An important exception is where an employer has stereotyped the disabled person. The Court of Appeal said in Chief Constable of Norfolk v Coffey, 2019, that an employer’s concern about the ability of a disabled claimant to do the job may constitute direct discrimination if it is significantly influenced by a stereotypical assumption about the effects of the disability.

A rare recent appeal case where there was held to be direct disability discrimination:

Ladbrokes v Omi (bailii.org), [2025] EAT 99
A non-disabled worker was given extra hours, instead of the disabled claimant. The employer argued that the non-disabled worker was not an actual comparator, because he was flexible as to when and where he could work, unlike the claimant.

Her claim for direct disability discrimination succeeded. Flexibility was not needed for the extra hours available. A non-disabled employee’s lack of flexibility would not have stopped them from being offered increased hours. 

Comment: There is more detail below: Ladbrokes v Omi. The claimant’s lack of flexibility was part of her “abilities”, eg she could not do morning shifts. However it was not “material”. She might have been offered the extra hours if she had been inflexible for a reason other than her disability, such as caring commitments.

Even if there had not been direct discrimination in this case, eg because her lack of flexibility was genuinely the reason for not being given extra hours, she might have been able to claim under s.15 EqA. There the main issue would be whether the employer’s actions were objectively justified.

Abilities: Technical uncertainties

There are technical uncertainties on abilities and the scope of direct discrimination. For example, it may sometimes be difficult to distinguish between “because of the stammer” and “because of communication skills”.

If you want a rather long and technical discussion, go to Direct discrimination: What is ‘because of’ stammering? The short answer though is that these issues are unclear. Also they may not really matter in practice: see ‘Direct discrimination’ vs ‘discrimination arising from disability’: Is the distinction important in practice?

On whether abilities irrelevant to the job can be taken into account, see below Can abilities irrelevant to the job be taken into account?

Stereotypes and assumptions

Direct discrimination can apply particularly where a person is stereotyped because of their disability. See separate page Stereotypes and assumptions.

What is “less favourable”?

Normally it is obvious that the person has been treated less favourably, for example they are turned down for a promotion they wanted.

What about more borderline cases? Lord Scott in the House of Lords in 2001 said that it suffices if the claimant can reasonably say that they would have preferred not to have been treated differently: West Yorkshire Police v Khan (bailli.org), at para 76. Based on this and other cases, the Employment Code, at para 3.5, says there need not be actual disadvantage; it is “enough that the worker can reasonably say that they would have preferred not to be treated differently” from the way someone without the disability is or would be treated.

An example given in the Employment Code is appraisal duties being withdrawn from the claimant, even though the claimant continues on the same pay. This is based on Shamoon v Chief Constable of the Royal Ulster Constabulary (below), 2003, in which (following the decision in Khan) the House of Lords upheld a decision that withdrawing appraisal duties from a female chief inspector was a detriment.

The Code also says, at para 3.6, that less favourable treatment – eg loss of job status – cannot be balanced by offsetting it against more favourable treatment – eg extra pay.

Two limbs are intertwined

The wording of s.13 EqA requires that the treatment of the claimant is:

  • “because of” disability, and
  • less favourable than how a comparator without that disability would be treated whose circumstances are not materially different.

These two limbs are dealt with under separate headings below, but they should not be seen as totally separate. The Court of Appeal in Aylott v Stockton on Tees Borough Council (2010), and more recently Chief Constable of Norfolk v Coffey (2019) said that whether the claimant is treated less favourably than a hypothetical employee is intertwined with identifying the reason for the treatment, but even so one should cross-check that both limbs are satisfied.

“…I think that the decision whether the claimant was treated less favourably than a hypothetical employee of the [employer] is intertwined with identifying the ground on which the claimant was dismissed. If it was on the ground of disability, then it is likely that he was treated less favourably than the hypothetical comparator not having the particular disability would have been treated in the same relevant circumstances. The finding of the reason for his dismissal supplies the answer to the question whether he received less favourable treatment: the real question is not so much about the hypothetical comparator, as whether the ET’s finding on the ground of dismissal was supported by evidence….”
Court of Appeal in Aylott v Stockton on Tees Borough Council, 2010.

“…it is now very well established that the comparison exercise under section 13(1) (the so-called “less favourable treatment” question) does essentially the same job as asking whether the treatment complained of was “because of” the protected characteristic (the so-called “reason why” question), and that if the latter question is answered the answer to the former will normally follow.”
Court of Appeal in Chief Constable of Norfolk v Coffey, 2019.

An earlier example of this point is Shamoon v Chief Constable of the Royal Ulster Constabulary (below), 2003.

The two limbs of the test are discussed below:

“Because of” disability

Mental processes important

Normally, whether less favourable treatment was “because of” disability depends on the mental processes of the employer, service provider etc. The courts often call this the employer’s “motivation” – rather confusingly since “motive” (below) is irrelevant. Usually it is the mental processes of the decision-maker (below) that matter. The employer’s motivation may be conscious or unconscious. Exceptionally, a court need not look at mental processes if the treatment was inherently discriminatory (below).

The Employment Code of Practice says:

“Direct discrimination is unlawful, no matter what the employer’s motive or intention, and regardless of whether the less favourable treatment of the worker is conscious or unconscious. Employers may have prejudices that they do not even admit to themselves or may act out of good intentions – or simply be unaware that they are treating the worker differently because of a protected characteristic.”
Paragraph 3.14 of the Employment Code. See below on motive being irrelevant.

The disability need not be the employer’s only reason, provided it was a significant or at least more than trivial reason.

As discussed above, less favourable treatment because of an individual’s abilities (above), such as their communication abilities or lack of them, is not likely to be direct discrimination.

A job applicant who stammers is turned down for the job. The employer says this is because of lack of experience, rather than anything to do with the stammer. It will be for the tribunal to decide whether this is true. It will consider any evidence from which the employer’s mental processes can be inferred (eg interview notes, internal emails), and any reversal of the burden of proof under s.136 EqA.
In practice, a case such as this is more likely to be ‘discrimination arising from disability’ rather than ‘direct discrimination’. For both types of claim though, there is the question what was the employer’s real reason. See Recruitment and promotion>1. What was the reason for turning the person down?

“Because of” disability is intended to mean same as “on the grounds of” disability in the previous DDA: Technical note (below).

Mental processes may be unconscious

The House of Lords and Supreme Court have made clear that direct discrimination can be unconscious. In the context of race, the House of Lords said in Nagarajan:

“All human beings have preconceptions, beliefs, attitudes and prejudices on many subjects. It is part of our make-up. Moreover, we do not always recognise our own prejudices. Many people are unable, or unwilling, to admit even to themselves that actions of theirs may be racially motivated. An employer may genuinely believe that the reason why he rejected an applicant had nothing to do with the applicant’s race. After careful and thorough investigation of a claim members of an employment tribunal may decide that the proper inference to be drawn from the evidence is that, whether the employer realised it at the time or not, race was the reason why he acted as he did.”
Nagarajan v London Regional Transport (bailii.org), House of Lords, 1999. This should apply equally to disability.

… but “motive” is not relevant

Although the courts consider the mental processes, or “motivation”, of the employer, service provider etc, the courts also say that “motive” is not relevant. A few examples should help to clarify this:

James v Eastleigh Borough Council, House of Lords, 1990
A swimming pool had a lower admission charge for pensioners. Its motive was to benefit people whose resources had been reduced by retirement. Even so, the court held this to be direct sex discrimination against men. Since the retirement age was 65 for men and 60 for women, the effect of the pool’s policy was inherently discriminatory. A 61 year old man would be charged more than a 61 year old woman.
Note: In this case the court did not need to consider mental processes, because the discrimination was inherent in the rule applied by the swimming pool.

Amnesty International v Ahmed, Employment Appeal Tribunal, 2009
The claimant was turned down for a job. The employer was (among other things) concerned that a person of the claimant’s ethnic origin would compromise the organisation’s perceived impartiality, and thus its effectiveness. The court held that “benign” reasons such as this did not alter the fact that there was direct discrimination on grounds of ethnic origin.

The employer’s mental process was still relevant in that (subjectively) one of its reasons was concern about the candidate’s impartiality. That was the motive, but it meant that legally the employer’s decision was on grounds of ethnic origin, so it was unlawful.

An employer turns down a job applicant who stammers because there is a lot of banter in the workplace and the employer is concerned that other employees will make fun of the stammer. This is likely to be direct discrimination. The “benign”(?) motive does not alter the fact that he was turned down “because of” the stammer.

Case law has said that if the protected characteristic (such as disability) is the factual criterion that determined the decision of the employer or service provider, then its “motive” or “reason” for using that criterion does not matter. This phraseology – looking at the “factual criteria” applied by the discriminator – is taken from Lord Phillips’s judgment in the JFS admissions case (bailii.org) (also Press Summary (pdf, supremecourt.uk)), a 2009 case which reaffirmed that motive is irrelevant. Other judges in that case expressed the test in other ways, but the majority of the Supreme Court essentially took the same approach.

Inherent discrimination

The court does not need to look at mental processes (“motivation”) of the employer etc if – unusually – “the treatment in question is inherently discriminatory, typically as the result of the application of a criterion which necessarily treats (say) men and women differently” (Dunn v Secretary of State for Justice, Court of Appeal, 2018).

Two examples of cases where the criteria used were clear, so mental processes did not matter:

Mental process of decision-maker, rather than other staff

In summary, according to case law:

  • In deciding whether a dismissal (or other act) by a sole decision-maker is direct discrimination, the court looks only at the motivation of that decision-maker, subject to the last bullet point below.
  • However inputs into the decision, such as reports, can be separate acts of discrimination.
  • If the decision to dismiss etc was made jointly, a discriminatory motivation on the part of any of the joint decision-makers would be sufficient to taint the decision.
  • Say someone else in the organisation knows of the claimant’s disability but the decision-maker(s) do not. Since the court is looking at the actual thought processes of the decision-maker(s), that knowledge of the disability cannot be imputed to the decision-maker(s): below Gallop v Newport City Council.

CLFIS (UK) Ltd v Reynolds, Court of Appeal, 2015
The Court of Appeal held a dismissal was not age discrimination because the sole decision-maker was motivated not by age but by the claimant’s performance.

The decision to dismiss was made following a presentation by another staff member. The Court of Appeal held the employment tribunal was right not to look at whether that other staff member was motivated by age, in deciding whether the dismissal was discriminatory, because the other staff member was not a decision-maker in it. However a claimant would still have a remedy because she could claim for discriminatory reports or other actions by staff (other than the decision-maker) as being separate discriminatory acts, distinct from the dismissal.

If the decision to dismiss had been made jointly, the tribunal would need to consider the motivation of all those responsible, since a discriminatory motivation on the part of any of them would be sufficient to taint the decision.

It follows that for direct discrimination, knowledge of a disability by someone else in the employer’s organisation cannot be imputed to the decision-maker. One looks only at the decision-maker’s mental processes:

Gallop v Newport City Council (bailii.org), EAT, 2016
On a claim for direct discrimination, the claimant argued that knowledge by another employee (in Occupational Health) should be imputed to the manager who decided to dismiss the claimant. The court rejected this. The tribunal was entitled to conclude that because the manager had no actual knowledge of the claimant’s disability, and there was no evidence that his decision to dismiss was because of an intention or motivation stemming from the claimant’s disability, direct disability discrimination was not a consideration.

The position is different in claims for reasonable adjustments and discrimination arising from disability, where knowledge of the disability by other staff (but not normally Occupational Health) can be imputed to the employer: see Knowledge of disability>Knowledge of any employee or agent will normally count. For discrimination arising from disability, the decision-maker probably does need to know of the “something” arising from the disability: Millar case at Discrimination arising from disability>”Because of…”: decision-maker’s knowledge of alleged reason.

In Royal Mail v Jhuti (bailii.org), 2019, the Supreme Court indicated that in an unfair dismissal claim under whistleblowing legislation, the courts may sometimes look beyond the motivation of the decision-maker(s). However, the EAT in Alcedo Orange v Ferridge-Gunn (bailii.org) [2023] EAT 78, at §32, said that this does not apply to EqA discrimination claims.

Disability need not be the only or main cause of the less favourable treatment.

The disability need not be the employer’s only reason, provided it was a significant or at least more than trivial reason.

“The characteristic [ie. the disability] needs to be a cause of the less favourable treatment, but does not need to be the only or even the main cause.”
Paragraph 3.11 of the Employment Code.

‘If the tribunal is satisfied that the prohibited ground is one of the reasons for the treatment, that is sufficient to establish discrimination. It need not be the only or even the main reason. It is sufficient that it is significant in the sense of being more than trivial: see the observations of Lord Nicholls in Nagarajan (p.886F) as explained by Peter Gibson LJ in Igen v Wong [2005] ICR 931, para 37.’
London Borough of Islington v Ladele, (bailii.org), EAT, para 40(2) of judgment.

An example of a protected characteristic being only one of the causes:

O’Donoghue v Redcar and Cleveland Borough Council (bailii.org), Court of Appeal, 2001
The court upheld a tribunal’s finding of sex discrimination. In rejecting a job applicant, the interview panel had been affected by evidence that she was not an easy person to work with or good with staff (not discriminatory reasons), but also by strong feminist views which she had freely expressed (discriminatory reason).

In response to an enquiry in the application form prohibited under s.60 EqA, a job applicant discloses that he has a stammer. On the basis of the paper job application, the employer does not shortlist him for interview. In seeking to discharge the employer’s burden of proof that there is no direct discrimination (s.60 shifts the burden to the employer), the employer will need to bring evidence sufficient to show that the stammer was not a significant influence on its decision not to shortlist. It is not enough to show the stammer was not the only or main reason.
For fuller example see Pre-employment enquiries>Enforcement. That link also deals with issues of ‘discrimination arising from disability’.

See further my page Multiple discrimination.

Perceived disability

Discrimination because someone is perceived to have a disability can be direct discrimination. They do not need to actually have a disability. They may have no impairment or (more likely) an impairment that does not meet the legal definition of disability within the EqA.

A person who stammers is turned down for a job due to stereotyping. This may well be direct discrimination. The job applicant might have a claim even if her stammer did not meet the requirements of being a ‘disability’ within the EqA. The employer could be liable on the basis that it perceived the applicant to have a disability.

For more, see Perceived disability.

Discrimination by association

The person claiming to have been treated less favourably need not have the disability themself. The less favourable treatment may be because of someone else’s disability.

A mother is treated less favourably because her son is disabled. This can be direct disabilty discrimination against her.

Perhaps direct discrimination might also include a non-disabled person treated less favourably because she helped to set up an informal staff network for disabled workers.

For more, see Discrimination by association.

The comparison

Introduction

The treatment of the disabled person must be compared with how someone would be treated who does not have the disability (eg a stammer) but where there is no material difference in their abilities and other circumstances.

Whether this comparison test is met is intertwined with whether the treatment was “because of” disability. The two limbs should not be separated too much. See above Two limbs are intertwined.

Comparator – actual or hypothetical

For there to be direct discrimination within s.13, the claimant must be treated less favourably than how someone else (without the disability) would be treated, and that “someone else” is known as the “comparator”. There must be no material difference between the circumstances relating to each case, and the “circumstances'” include a person’s abilities (s.23 EqA). So there must be no material difference between the circumstances of the claimant and those of the comparator except that the comparator does not have the claimant’s particular disability (below).

Because the legislation talks of how the employer etc “would treat” others, there does not have to be an actual person whose circumstances are not materially different. It is enough that because of the disability the claimant is treated less favourably than a person with no material difference in cirumstances (including abilities) would have been treated had they existed. Such as person is called a “hypothetical” comparator.

The comparator will normally be hypothetical rather than actual, because very often there is no actual person treated more favourably whose circumstances are not materially different (exceptionally in Ladbrokes v Omi above there was an actual comparator). However, how people are treated where there is a material difference can still be relevant. It can be evidence to help a tribunal infer how a non-disabled comparator with no material difference would have been treated.

As well as Ladbrokes v Omi (EAT, 2025) below, appeal cases which consider who should be taken as the correct comparator include Aylott v Stockton on Tees Borough Council (Court of Appeal, 2010), Cordell v FCO, (EAT, 2011), and High Quality Lifestyles v Watts (EAT, 2006).

Employment Code of Practice

“The comparator for direct disability discrimination is the same as for other types of direct discrimination. However, for disability, the relevant circumstances of the comparator and the disabled person, including their abilities, must not be materially different. An appropriate comparator will be a person who does not have the disabled person’s impairment but who has the same abilities or skills as the disabled person (regardless of whether those abilities or skills arise from the disability itself).”
Employment Code, para 3.29

“Relevant” circumstances

Paragraph 3.30 of the Employment Code goes on to say that it is “important to focus on those circumstances which are, in fact, relevant to the less favourable treatment. Although in some cases, certain abilities may be the result of the disability itself, these may not be relevant circumstances for comparison purposes.”

“A disabled man with arthritis who can type at 30 words per minute applies for an administrative job which includes typing, but is rejected on the grounds that his typing is too slow. The correct comparator in a claim for direct discrimination would be a person without arthritis who has the same typing speed with the same accuracy rate. In this case, the disabled man is unable to lift heavy weights, but this is not a requirement of the job he applied for. As it is not relevant to the circumstances, there is no need for him to identify a comparator who cannot lift heavy weights.”
Employment Code, para 3.30

There is more technical background on this below: Technical note: “relevant” circumstances in the comparison. As discussed there, I think abilities irrelevant to the job (below) can probably be taken into account by the employer without it necessarily being direct discrimination, though it may well be unlawful as (unjustified) discrimination arising from disability.

Comparator does not have the claimant’s “particular disability”

Under s.23 EqA there must be no material difference between the circumstances (including the abilities) of the claimant and those of the comparator, except that the comparator does not have the disability.

The Court of Appeal in Owen v Amec, 2019, said that this refers to the claimant’s particular disability. So the comparator may have another disability. This is not clear from the EqA wording itsewlf, but was to be found in the DDA 1995 wording (quoted below). The Court of Appeal in Owen v Amec did not consider that Parliament intended the EqA to change the DDA position in this respect, in any material way. (A 2021 EU decision VL v Szpital Klinicnzy below, if UK courts choose to have regard to it, also supports the view that the comparator can have a disability).

This still leaves questions. For example, is it potentially direct discrimination not to appoint someone because they have a severe stammer, despite the fact that the employer is happy to appoint someone with a much less severe stammer? The comparator may or may not have the same “particular” disability, depending what one means by that. Should the question even depend on the meaning of “particular”? Whatever the answers, a claimant should in any event have a potential claim under s.15 EqA if the employer cannot show objective justification.

See too the discussion at VL v Szpital Klinicnzy>Comments: direct discrimination.

In the Disability Discrimination Act 1995 (DDA) s.3A(5) direct discrimination was defined as follows:

A person directly discriminates against a disabled person if, on the ground of the disabled person’s disability, he treats the disabled person less favourably than he treats or would treat a person not having that particular disability whose relevant circumstances, including his abilities, are the same as, or not materially different from, those of the disabled person.

More

For further technical uncertainties, including a link to a technical discussion of stammering in particular, see above Abilities: Technical uncertainties.

Examples of direct disability discrimination cases

Ladbrokes v Omi (bailii.org), [2025] EAT 99
The claimant worked in Ladbrokes betting shops. Her Conns Syndrome (a disability) meant she was less flexible; she could not do morning shifts, and could not work in basement shops. Her hours were reduced to 17 per week, when she was redeployed to another shop after her former shop closed. She wanted to get back on a 30 hours per week contract. However, when extra contract hours became available in her new shop, another part-time worker T was made full-time rather than her.

Her claim for direct disability discrimination succeeded. She had been treated less favourably than T because of her disability. The employer argued that T was not an “actual” comparator (ie someone with the same material circumstances) because he was flexible and could meet the business requirements. However the EAT said the tribunal was entitled to find there was no material difference between the circumstances of T and the claimant. As regards the additional hours that had became available, there was no need for flexibility. The claimant was able and willing to work them. The tribunal found that a non-disabled employee’s lack of flexibility would not have stopped them from being offered increased hours at the relevant shop. 

Even if T were not an actual comparator, he was obviously an evidential comparator whose treatment could assist in analysing a hypothetical comparator, ie how the claimant would have been treated if she had not been disabled.

Comment: The claimant’s lack of flexibility was part of her “abilities”, eg she could not do morning shifts. However her lack of flexibility was not material. She might have been offered the extra hours if her inflexibility had been for a reason other than her disability, eg caring commitments.

The cases below do not focus on stereotyping. There are more cases at Stereotypes and assumptions>Court decisions>Disability.

Garcia v The Leadership Factor, EAT, 2022
The claimant had a stammer. His claims related to a job advert for telephone interviewers which said applicants needed “a clear voice”. Also applicants were asked whether they were “in good health”. He did not apply for the job, saying the requirement for a clear voice and good health had deterred him from doing so. He claimed direct and indirect disability discrimination. The EAT upheld an employment tribunal’s decision requiring him to pay a deposit if he wanted to proceed with the claims, on the basis that they had little reasonable prospect of success.

As regards direct discrimination, the claimant argued that the correct comparator was someone who had a clear voice, and that he was treated less favourably than such a person. The EAT held the tribunal had identified the correct comparator. It was, said the EAT, “someone who had the equivalent abilities to a person with a stammer and who also did not have a clear voice and/or was not in good health”.

Comment: It is probably correct that this was not direct discrimination, but in my view the EAT’s formulation of the comparator is not strictly accurate. See in my comments on this case Comments: Comparator for direct discrimination.

VL v Szpital Klinicnzy (EU Court)

Direct discrimination may be widened beyond the current British approach under the EU Court’s 2021 decision in VL v Szpital Klinicnzy. My comments on its implications for the EqA are at VL v Szpital Klinicnzy>Comments: Direct discrimination. This decision was made after Brexit, and British courts are not bound by it though they may have regard to it.

A less contentious aspect of the decision, which should already apply in the UK, is that the comparison need not be with non-disabled people. It can be direct discrimination to treat one disabled person less favourably than another disabled person because of disability. See the above Comparator does not have the “particular disability”.

Technical note: “relevant” circumstances in the comparison

Paragraph 3.30 of the Employment Code says that it is “important to focus on those circumstances which are, in fact, relevant to the less favourable treatment, and gives an example. See above “Relevant” circumstances.

Firstly is the Code correct in saying that only “relevant” circumstances and abilities are taken into account? I think yes: see below Are only “relevant” circumstances and abilities are taken into account?

A more doubtful question is –

Can abilities irrelevant to the job be taken into account?

Can treating someone less favourably because of abilities irrelevant to the job be direct discrimination (s.13), even though the abilities are taken into account by the employer (and so are relevant to the less favourable treatment)? In summary, I think most likely this is not direct discrimination. However there is likely to be an alternative claim, such as under s.15 EqA (discrimination arising from disability, where the employer needs to try and justify its actions), since treating someone less favourably due to irrelevant abilities is likely to be very difficult to justify.

Shamoon case and Code of Practice

The Employment Code para 3.30 (below) says to focus on circumstances which are “relevant to the less favourable treatment”. This statement is probably based on the following House of Lords decision:

Shamoon v Chief Constable of the Royal Ulster Constabulary (bailii.org), House of Lords, 2003
This was a sex discrimination case (prior to the Equality Act 2010). Chief Inspector Shamoon claimed she was treated less favourably than two male chief inspectors. Unlike her, they retained their counselling responsibilities. She had been the subject of complaints and of representations by Police Federation representatives, whereas the male chief inspectors had not.

The House of Lords said that whether this was a material difference was linked with the reason why her counselling duties were withdrawn. It might be that the reason had nothing to do with the complaints and representations. If that were so, a comparison between her and the two male chief inspectors may well be comparing like with like, because the difference (complaints v no complaints) between her and her two male colleagues would be an immaterial difference. However, if the complaints were the reason for the withdrawal of her counselling duties, they would be a material difference.

Accordingly para 3.30 of the Employment Code says it is “important to focus on those circumstances which are, in fact, relevant to the less favourable treatment. Although in some cases, certain abilities may be the result of the disability itself, these may not be relevant circumstances for comparison purposes.” The Code goes on to give an example:

“A disabled man with arthritis who can type at 30 words per minute applies for an administrative job which includes typing, but is rejected on the grounds that his typing is too slow. The correct comparator in a claim for direct discrimination would be a person without arthritis who has the same typing speed with the same accuracy rate. In this case, the disabled man is unable to lift heavy weights, but this is not a requirement of the job he applied for. As it is not relevant to the circumstances, there is no need for him to identify a comparator who cannot lift heavy weights.”
Employment Code, para 3.30

This example mentions that lifting heavy weights is not a requirement of the job. But also the inability to lift heavy weights was evidently not part of the employer’s reason for rejecting him. Therefore in no sense was this inability to lift relevant to the less favourable treatment, and the comparator is not someone who cannot lift heavy weights. The question is whether the employer would also reject a non-disabled person who could only type at 30 words per minute.

Pre-Equality Act Codes of Practice (below) did say it is only appropriate to compare those circumstances which are relevant to the person’s ability to do the job. So what if the employer was a weight-lifting fanatic who only wanted other actual or potential weight-lifters in the company, and a job applicant’s disability meant he could not meet these standards. I suggest that even here there would most likely not be a direct discrimination claim. The ability to lift weights is not relevant to ability to do the job, but would still be related to the reason why the job applicant was turned down. I suggest that under the Shamoon case it would be a material difference, and so not direct discrimination.

However people whose disability put them at a disadvantage in being able to lift weights would very likely have a claim under other EqA provisions such as s.19 (indirect discrimination) or perhaps s.15 (discrimination arising from disability) because the employer is likely to have great difficulty showing justification – and/or a claim under the reasonable adjustment duty.

Stammering example

A job applicant who stammers has difficulty communicating in interviews, but is fine in the sales type of role that they are used to. The employer turns the person down for the sales role because of how they communicated in the interview.

At least based on previous Codes of Practice (below), the applicant might argue this is direct discrimination on the basis that ability to communicate in interviews is not relevant to the job. However a tribunal is unlikely to see this as direct discrimination (unless perhaps it is because of a stereotypical assumption). It is likely to be much easier to argue that this is unlawful discrimination arising from disability (s.15) unless the employer can show justification.

  • A possible legal reason for it not being direct discrimination is that his communication abilities at interview were relevant to the less favourable treatment. He was turned down because of how he communicated at the interview. See above Shamoon case and Code of Practice.
  • Another way of looking at it is that he was turned down because that’s how the employer thought he would communicate in the job (even if that belief was ill-founded). So the employer might argue that the ability on which it based its decision is relevant to the job. So (arguably) even on the basis of the previous Codes of Practice this is not direct discrimination. But in any event there may be a claim under s.15 (above).

Previous Codes of Practice

The current wording of para 3.20 of the current Employment Code (above) contrasts with older Codes of Practice. Para 4.21 of the 2004 Employment Code said “it is only appropriate to compare those of his circumstances which are relevant to his ability to do the job”. Similarly para 4.13 of the 2007 Code of Practice (revised) for providers of post-16 education and related services said “it is only appropriate to compare those of his circumstances which are relevant to his ability to do the course”, and gave a speech-related example:

“In [a previous example where a woman with cerebral palsy was not accepted onto a course in car maintenance due to lack of manual dexterity] the speech of the applicant is also affected by her cerebral palsy. The course does not require clarity of speech. The comparator in a claim for direct discrimination would be an applicant with a similar level of manual dexterity but it would not be necessary for the comparator to have a speech impairment (because the way in which the applicant speaks is not relevant to the applicant’s ability to do the course).”
Para. 4.13 of
the 2007 Code of Practice on post-16 education (on the DDA). Even if this is not now direct discrimination, it is likely to be (unjustified) discrimination arising from disability if her speech abilities were relevant to the decision by the course provider.

Are only “relevant” circumstances and abilities taken into account?

Is the Code correct in saying that only “relevant” circumstances and abilities are taken into account? In summary, I think yes it is. (As regards “relevant” to what, see above.)

S.23 EqA says “there must be no material difference between the circumstances [including abilities] relating to each case”. The wording in the Disability Discrimination Act 1995 (DDA) s.3A(5) was “…a person not having that particular disability whose relevant circumstances, including his abilities, are the same as, or not materially different from, those of the disabled person.” So the DDA said more clearly that the court only looks only at “relevant” circumstances.

Admittedly it is not at all clear whether the courts should take the Code into account, as we are dealing here with a question of how the legislation should be interpreted: see Legal effect of statutory guidance and codes.

Nevertheless, I would very much expect the courts to agree with the Code that only “relevant” circumstances and abilities are taken into account. “Material” in s.23 EqA should be taken to include relevant – it is not limited to meaning something like “substantial”. This seems to have been the approach taken by the EAT in Ladbrokes v Omi (2025) above, where the disabled claimant’s lack of flexibility was not relevant, and so did not distinguish her from a comparator.

As illustrated by the example at para 3.30 of the Employment Code (above “Relevant” circumstances), it would lead to ridiculous results if irrelevant circumstances and abilities were taken into account. There would always be some material difference.

Furthermore, the Court of Appeal in Owen v Amec interpreted the EqA on direct disability discrimination to mean the same as the DDA, in the absence of evidence that a change in meaning was intended. I know of nothing to indicate that the EqA wording was intended to include non-relevant circumstances. Those drafting the EqA may have thought it odd to say *”there must be no material difference between the relevant circumstances relating to each case”. They probably took the view that “relevant” can be deleted because it is already included in the word “material”. This argument is bolstered by the Explanatory Notes to the EqA which say at para 93 that s.23 “replicates similar provisions in previous legislation”.

Technical note: “Because of” disability is intended to mean same as previous DDA wording

The “because of” wording in the Equality Act 2010 (EqA) is not intended to mean anything different from “on the grounds of” disability in the previous Disability Discrimination Act 1995 (DDA). The EqA wording is intended to be easier to understand, but to mean the same.

When the Equality Bill was being passed, in Parliament (and elsewhere) there was concern that the change in wording would create uncertainty, and that “because of” might be interpreted more narrowly than the DDA. However, the Solicitor General speaking for the UK government in a debate on the Equality Bill said that the new wording meant just the same as the old. In particular, intent is not required, and discrimination need not be the only ground for less favourable treatment (col 240-244, HC Hansard, Public Bill Cttee 16/6/09 (parliament.uk)).

This point was also addressed in the House of Lords Committee. The Minister confirmed that the objective test, irrespective of motive or intent, is part of European equality law, so that a narrower interpretation requiring intent would violate that and be invalid (from col 522 HL Hansard 13/1/10 (parliament.uk)).

25th anniversary of stammeringlaw, 1999-2024