Professional Documents
Culture Documents
EMPLOYERS' LIABILITY
company of the fourth defendants. The plaintiff then sought to sell the products of
another company. Under the rules of the regulatory body Lautro, that company was
required to seek, and the first defendants to supply, a reference for the plaintiff. In
consequence of the unfavourable reference supplied the company refused to
appoint the plaintiff as a company representative. In an action by the plaintiff for
damages, the judge held that the defendants had been under a duty of care to the
plaintiff, that the reference given had constituted a negligent misstatement and that
the defendants were accordingly liable to the plaintiff in negligence, but he
dismissed the plaintiff's claims based on malicious falsehood and breach of
contract. The Court of Appeal allowed an appeal by the defendants and dismissed a
cross-appeal by the plaintiff.On appeal by the plaintiff on the issues of negligence
and breach of contract:-Held, allowing the appeal (Lord Keith of Kinkel dissenting),
(1) (per Lord Lowry, Lord Slynn of Hadley and Lord Woolf) that an employer who
gave a reference in respect of a former employee owed that employee a duty to
take reasonable care in its preparation and would be liable to him in negligence if he
failed to do so and the employee thereby suffered economic damage; that the
imposition of such a liability was not contrary to public policy on the ground that it
might inhibit the giving of full and frank references; that the fact that in an action
for defamation or injurious falsehood based on an inaccurate reference the
employer would have a defence of qualified privilege did not bar an action by the
employee in negligence where no such defence was available; and that rule 3.5(2)
of the Lautro rules did not preclude a duty of care being owed by the employer to
the employee
CHARLTON (plaintiff) v. THE FORREST PRINTING INK CO LTD (defendants):
The plaintiff was the chief chemist and one of the three managers at the
defendants' Barking factory. He claimed damages for injuries suffered when he was
attacked by robbers while engaged in collecting wages to pay the company's
workforce.
The defendants' head office is in Grays Inn Road. Until 1974, wage packets were
collected in Grays Inn Road and taken to Barking by mini-cab. In 1974, however, the
wages were snatched from another of the defendants' managers. The company's
managing director reviewed the situation and decided that the solution was to
collect the wages for the Barking employees from a bank in Barking and have the
wage packets made up in the company's Barking office. The plaintiff was one of the
managers with responsibility to collect the wages. In February 1977, he was
attacked by bandits who smashed a bottle of ammonia in his face, causing severe
damage to his sight.
Mr Charlton claimed damages from the employers, alleging a breach of their duty of
care. The case was heard on the question of liability only, questions of quantum of
damages being deferred due to the uncertain state of Mr Charlton's sight.The High
Court, Queen's Bench Division (Mr Justice Forbes) on 16.10.78 upheld the plaintiff's
claim and found the defendants liable to him in damages.
The High Court held: The defendant employers were liable to the plaintiff employee
in damages for the injuries suffered by him when he was attacked by robbers while
engaged in collecting wages to pay the company's workforce.An employer is under
a duty to take reasonable care to see that his employees are not subjected to any
unnecessary risks of injury, including the risk of injury by criminals. This duty (of an
employer) is to take sensible precautions to protect his workmen if they are
involved in tasks which may be dangerous; it is not, inevitably, to employ
independent contractors to carry out dangerous tasks so that his own employees
are removed from the area of risk. Thus, it could not be held as a matter of principle
that the risk of attack by a robber is such that employers who have sums of money
to move to or from a bank ought reasonably to employ professional security firms to
carry out this task rather than entrusting it, with suitable precautions, to their own
employees. Whether an employer is negligent if he does not employ a professional
security firm is a matter of fact and degree in each case. Although there may be a
figure above which it would be only sensible to entrust the collection of wages to
specialists, it could not be held on the evidence that the defendants' payroll of
around 1500 per week was above the necessary mark.
In the present case, the defendants had reviewed their policy in 1974 following a
wages snatch. Any reasonable employer with the history of the defendants should
have realised that for a virtually trivial expenditure the risk of injury to their
employees could have been eliminated through employing a professional form to
collect wages. The defendants had earlier investigated the idea of employing a
professional firm and the difficulties which had caused them to reject the idea had
been eliminated some three years previous to the attack on the plaintiff. In failing to
so employ an outside firm, in the specific circumstances of the present case, the
defendants failed in the duty of care they owed to the plaintiff. Although the
defendants had not neglected the risk they did not take reasonable steps to
eliminate it. This failure was the cause of injury to the plaintiff and the defendants
were accordingly liable to him in damages.
Nottage v Super Value Food Stores Ltd: Here, armed robbers shot and injured
the plaintiff, who was employed by the defendants as a store manager, when he
went to open the defendants supermarket one morning. Strachan J held that the
defendants were in breach of their duty to take reasonable precautions to protect
the plaintiff,155 such as by providing a security officer to accompany the plaintiff at
opening times, since they did foresee that there would be armed robbers at their
food stores. An aspect of the employers common law duty to provide a safe place
of work.
They may not have known the hour or the day, but they certainly foresaw that there
would be robberies. There had been in the past, and they anticipated that there
would be in the future. Strachan J continued: Since Dorset Yacht Co Ltd v Home
Office,[156] as Lord steyn observed in Marc Rich and Co AG v Bishop Rock Marine
Co Ltd (The Nicholas H),[157] it is settled law that the elements of foreseeability
May. He ceased being entitled to disability scheme benefits. The insurers continued
to pay benefits for a further year, but refused to continue after that date.
Crossley sued for breach of an implied term of the employment contract requiring it
to take reasonable care for his economic well-being, by asking him to submit a
resignation letter knowing that this would seriously prejudice his entitlement to
benefits under the scheme, and by failing to warn him of the effect his resignation
would have on his entitlement to benefits.
His claim and appeal were dismissed. There was no duty to give staff financial
advice on their benefits, or to generally safeguard their economic well-being.
C. The Employers Common Law Duties
Smith v Baker & Sons [1891]
The Claimant sued his employers for injuries sustained while in the course of
working in their employment. He was employed to hold a drill in position whilst two
other workers took it in turns to hit the drill with a hammer. Next to where he was
working another set of workers were engaged in taking out stones and putting them
into a steam crane which swung over the place where the Claimant was working.
The Claimant was injured when a stone fell out of the crane and struck him on the
head. The Defendant raised the defence of volenti non fit injuria in that the
Claimant knew it was a dangerous practice and had complained that it was
dangerous but nevertheless continued. At trial the jury found for the Claimant. The
Defendant appealed and the Court of Appeal allowed the appeal holding that the
Claimant was precluded from recovering as he had willingly accepted the risk. The
Claimant appealed to the House of Lords.
The appeal was allowed. The Claimant may have been aware of the danger of the
job, but had not consented to the lack of care. He was therefore entitled to recover
damages.
Lord Watson:
"In its application to questions between the employer and the employed, the maxim
as now used generally imports that the workman had either expressly or by
implication agreed to take upon himself the risks attendant upon the particular
work which he was engaged to perform, and from which he has suffered injury. The
question which has most frequently to be considered is not whether he voluntarily
and rashly exposed himself to injury, but whether he agreed that, if injury should
befall him, the risk was to be his and not his masters. When, as is commonly the
case, his acceptance or non-acceptance of the risk is left to implication, the
workman cannot reasonably be held to have undertaken it unless he knew of its
existence, and appreciated or had the means of appreciating its danger. But
assuming that he did so, I am unable to accede to the suggestion that the mere fact
of his continuing at his work, with such knowledge and appreciation, will in every
case necessarily imply his acceptance. Whether it will have that effect or not
depends, in my opinion, to a considerable extent upon the nature of the risk, and
the workman's connection with it, as well as upon other considerations which must
vary according to the circumstances of each case."
Wilsons and Clyde Coal Co Ltd -v- English; HL 1938:The employer had
entrusted the task of organising a safe system of work to an employee as a result of
whose negligence another employee was injured. The employer could not have
been held liable for its own negligence, since it had taken all reasonable care in
entrusting the job to a competent employee, nor could it have been held liable
vicariously since common employment would have been a defence.
Held: The desire to escape the consequences of the doctrine of common
employment might justify the courts imposing a non-delegable duty of care. The
employer was liable for breach of a personal duty to see that care was taken by the
person whom it appointed to organise the system of work. The employers failure to
provide a safe system of work was held to constitute a failure by it to discharge the
personal non-delegable duty to provide a safe system. Fundamental obligations of a
contract of employment, such as the duty to take reasonable care for the safety of
an employee, constitute rights under a contract of employment and not merely
rights in connection with it.
Lord Wright said that the obligation owed by an employer to his employee was not
discharged by entrusting its fulfilment to employees, even though selected with due
care and skill. The (non-delegable) obligation was threefold: the provision of a
competent staff of men, adequate material and a proper system and effective
supervision, and: What the Court of Appeal have said amounts to reducing the
three heads of duty to one only that is, to engage competent employees of the
higher grades and then everything else may be left to them. If that is done, the
employers, it seems, will be free from further responsibility. Those whom they have
engaged, if chosen with due care and skill, may appoint any other employee, may
deal with the provision of paint and material, may determine the system of work.
However negligently they may act and however dangerous the results of what they
do may be to the workpeople, the employers on this view will be free from liability.
The employee will have no remedy against the employer. His only remedy will be
against his fellow-employee, which will be difficult to establish and in all probability
worthless.
Davie -v- New Merton Board Mills Ltd; 1959
The employer provided an employee with a simple metal tool with no apparent
defect, which had, in fact, been manufactured to excessive hardness, as the result
of negligent heat treatment by the manufacturer. That was a defect not
uncoverable, other than by testing of a kind which an employer could not
Having untied the ropes, he would give two knocks on the side of the wheelhouse to
indicate to Captain Sas, who did not speak English, that the ropes were both on
board.
On the day of the accident, he had been untying the ropes when Captain Sas had
put the engine astern prematurely and started to move the tug away from the
dredger. The plaintiff's left leg had been caught in a rope and seriously injured.
An employer owed his employee a duty to exercise reasonable care to ensure that
the system of work provided for him was a safe one. That had two aspects; the
devising of the system and its operation.
The duty had been described as personal or non-delegable, which meant that, if it
was not performed, it was no defence for the employer to show that he had
delegated its performance to a person, whether his servant or not, whom he had
reasonably believed to be competent to perform it. Despite such delegation, he was
liable for the non-performance of the duty.
The employers had delegated both the devising and the operating of the system for
unmooring the Ina to Captain Sas. An essential feature of such system, if it were to
be a safe one, was that Captain Sas would not work the tug's engines until he knew
that the plaintiff had completed unmooring the tug.
His Lordship agreed with the Court of Appeal that there had been scope for finding
that the system of the plaintiff giving two knocks on the sheelhouse had not been a
safe one.
Assuming, however, in the absence of any contrary finding by the judge, that it had
been safe, the crucial point was that, on the occasion in question, Captain Sas had
not operated it.
He had put the tug's engines astern at a time when the plaintiff had not given the
two knocks.
For that failure by Captain Sas to operate the system that he had devised the
employers were personally, not vicariously, liable to the plaintiff.
His Lordship could not accept the employers' contention that Captain Sas's
negligence had not been negligence in failing to operate the safe system that he
had devised but rather casual negligence in the course of operating such systems,
for which the employers, since Captain Sas had not been their servant, were not
liable.
Captain Sas's negligence had been not casual but central. It had involved
abandoning the safe system and operating in its place a manifestly unsafe system.
In the result there had been a failure by the employers in operating a safe system of
work.
In his Lordship's opinion, that expression meant a person having a legal or equitable
interest in the ship. The whole legal and equitable interest in the Ina had, on the
evidence, been in Stevin.
machine, there
wouldbelittlemeaningintheprovisionofanalternativewhichhasjustthateffect.
disease notwithstanding that the employer is not responsible for other factors which
have materially contributed to the disease.
Robb -v- Salamis : The claimant was injured working for the defendants on a
semi-submersible platform. He fell from a ladder which was not secured properly. He
alleged a breach of the Regulations. The defendant denied any breach and asserted
that the claimant had contributed to the accident by his negligence.
Held: The employees appeal succeeded. The aim in both regulations is the same. It
is to ensure that work equipment which is made available to workers may be used
by them without impairment to their safety or health: see article 3(1) of the Work
Equipment Directive. This is an absolute and continuing duty, which extends to
every aspect related to their work. The employer had a duty to anticipate accidents.
The accident was caused by the defenders failure to comply with the regulations,
but the pursuer contributed to the extent of 50%.
Fytche -v- Wincanton Logistics Plc; CA 12-May-2003
A milk lorry driver was issued with protective boots. Stuck in a snowstorm, he tried
to dig himself out. The boots leaked and he suffered frostbite.
Held: The compulsory element under the regulations is taken into account in the
standard of care which the employer must observe to comply with his duty of care
to the employees. The claimant recognised that he could not succeed in proving a
breach of the duty of care, and his claim failed.
Waller LJ said: I stress the standard of care will be a high one. Where the employer
is asking the employee to wear particular footwear or clothing in place of the
employees own, I would suggest that rightly the court would impose a high duty on
an employer. But in the circumstances of this case the tiny hole was undiscoverable
either by the employers or the claimant and the findings of the recorder negatived
any such breach.
Safe System of Working
Legall v. Skinner Drilling Contractors Ltd., the defendant company was
engaged in oil drilling. The plaintiff was employed as a derrick man, one of his
duties being the removal of nuts and bolts from the rigs as part of the rigging
down operation. In order to remove a bolt from a rig platform 10 feet from the
ground the plaintiff was given an empty oil drum to stand on. The drum toppled
over and the plaintiff fell to the ground and was injured. It was held that the
defendant. By failing to ensure that its workers used ladders to reach high platforms
and to warn the plaintiff of the danger of standing on the oil drum, was in breach of
its Common Law duty to provide a safe system of work. Another example of failure
to provide a safe system of work is the Jamaican case of Bish v. Leathercraft Ltd.
where the plaintiff was operating a button-pressing machine in the defendants
factory, when a button became stuck in the piston. While attempting to dislodge
the button with her right index finger, the plaintiffs elbow came into contact with
the unguarded lever, which caused the piston to descend and crush her finger. The
Jamaican Court of Appeal held that the defendants were in breach of their Common
Law duties to provide adequate equipment and a safe system of work, in that: (a)
the button had not been preheated, which caused it to become stuck; (b) no 3 inch
nail to dislodge the button was provided for the plaintiffs use, which resulted in her
having to use her finger; and (c) the lever was not provided with a guard, which
would have probably prevented the accident. Hurdle v. Allied Metals Ltd. is another
good example of an employers failure to provide a safe system of working and
effective supervision. In that case, the plaintiff, a 16-year-old girl, was employed by
the defendants as a machine operator. Without any proper training or instruction,
she was put in charge of a power-press, which was set up to stamp out heart shapes
for lockets. While the plaintiff was operating the power-press, her hand became
trapped in the machine and she was seriously injured. She sought damages in
negligence on the ground that the defendants failed to provide a safe system of
work. The defendants were held to be in breach of their duty of care, in that no
adequate instruction and training had been given to the plaintiff, having regard to
her age and inexperience and the potential risk involved.
General Cleaning Contractors Ld -v- Christmas; HL 1953
It is the duty of the employer to consider the situation, devise a suitable system and
instruct his employees what they must do and to provide appropriate equipment. In
leaving it to individual workmen to take precautions against an obvious danger, the
employers had failed to discharge their duty to provide a reasonably safe system of
work.
Lord Oaksey said: In my opinion, it is the duty of an employer to give such general
safety instructions as a reasonably careful employer who has considered the
problem presented by the work would give to his workmen. It is, I think, well known
to employers, and there is evidence in this case that it was well known to the
appellants, that their workpeople are very frequently, if not habitually, careless
about the risks which their work may involve. It is, in my opinion, for that very
reason that the common law demands that employers should take reasonable care
to lay down a reasonably safe system of work. Employers are not exempted from
this duty by the fact that their men are experienced and might, if they were in the
position of an employer, be able to lay down a reasonably safe system of work
themselves. Workmen are not in the position of employers. Their duties are not
performed in the calm atmosphere of a board room with the advice of experts. They
have to make their decisions on narrow window sills and other places of danger and
in circumstances in which the dangers are obscured by repetition.
The risk that sashes may unexpectedly close, as the sashes in this case appear to
have done, may not happen very often, but when it does, if the workman is
steadying himself by a handhold, his fall is almost certain. If the possibility is faced
the risk is obvious. If both sashes are closed there is no longer the handhold by
which the workman steadies himself. If either sash is kept open the handhold is
available and, on the evidence in this case, is, in my opinion, reasonably safe. But
the problem is one for the employer to solve and should not, in my opinion, be left
to the workman. It can be solved by general orders and the provision of appropriate
appliances.
Lord Reid said: The question then is whether it is the duty of the appellants to
instruct their servants what precautions they ought to take and to take reasonable
steps to see that those instructions are carried out. On that matter the appellants
say that their men are skilled men who are well aware of the dangers involved and
as well able as the appellants to devise and take any necessary precautions. That
may be so but, in my opinion, it is not a sufficient answer. Where the problem varies
from job to job it may be reasonable to leave a great deal to the man in charge, but
the danger in this case is one which is constantly found, and it calls for a system to
meet it. Where a practice of ignoring an obvious danger has grown up I do not think
that it is reasonable to expect an individual workman to take the initiative in
devising and using precautions. It is the duty of the employer to consider the
situation, to devise a suitable system, to instruct his men what they must do and to
supply any implements that may be required.
In Qualcast (Wolverhampton) Ltd v Haynes [1959] C a thirty-eight year old
who had been a moulder all his working life was casting moulding boxes, the ladle
of molten metal which he was holding slipped, and some of the metal splashed on
to his left foot and, as he was not wearing protective spats or special boots, his foot
was injured. He lost because he was experienced and should have guarded against
the danger.
b
Regulation 13(4), so far as material, provides: 'Every person employed
shall make full and proper use of the equipment provided for his protection in
pursuance of paragraphs (1) of this Regulation, and shall without delay
report to the occupier, manager or other appropriate person any defect in, or
loss of, the same.'
Held (i) In every case it was a question of fact whether the statutory duty
was co-extensive with, or more or less extensive than, the common law duty.
The duty imposed on the defendants by reg 13(1) did not supersede the
common law duty of
the employer for the regulation was silent as to the legal position where an
employer knew that the suitable goggles that he had provided were
consistently not worn by his men when engaged in work involving risk to
their eyes. That legal position was the same as it had been before the
regulations came into force. The question whether instruction, persuasion or
insistence with regard to the use of protective equipment should be resorted
to, depended on the facts of a particular case, one of those being the nature
and degree of the risk of serious harm liable to occur if the equipment were
not worn. In the circumstances the evidence showed that the plaintiff would
have worn the goggles if instructed to do so in a reasonable and firm manner
followed up by supervision; accordingly the defendants were in breach of
their common law duty to maintain a reasonably safe system of work by
giving the necessary instructions and enforcing them by supervision (see p
268 g and h, p 270 d and g to p 271 a and h, p 272 e and g, p 273 d and p
274 d and g, post).
the question of whether there had been a breach of reg 5(3), in relating the
duty entirely to what was foreseeable, the judge had misstated the duty.
The Court of Appeal had considered the meaning of the word suitable in
Marks and Spencer plc v Palmer (2001) in relation to reg 12 of the Workplace
(Health Safety and Welfare) Regulations 1992. A consideration of the degree
of risk in the context of the particular circumstances against which the claim
was brought had to be made. The Regulation did not require complete and
absolute protection, therefore, liability was not established simply by
showing it was reasonably foreseeable that the absence of a screen may give
rise to a risk of injury.
In assessing suitability, a consideration of the degree of risk had to be made
which involved the same exercise as conducted to establish whether there
had been negligence. Here, the risk of injury to drivers in 1998 was very low,
the bus could not be considered unsuitable and there was no breach of the
Regulation.
Lord Justice Chadwick expressed the view that the trial judge had misstated
the duty imposed by the Regulation and this had led him to the wrong
conclusion.
Safe Place of Work
General Cleaning Contractors Ld -v- Christmas; HL 1953
men are experienced and might, if they were in the position of an employer,
be able to lay down a reasonably safe system of work themselves. Workmen
are not in the position of employers. Their duties are not performed in the
calm atmosphere of a board room with the advice of experts. They have to
make their decisions on narrow window sills and other places of danger and
in circumstances in which the dangers are obscured by repetition.
The risk that sashes may unexpectedly close, as the sashes in this case
appear to have done, may not happen very often, but when it does, if the
workman is steadying himself by a handhold, his fall is almost certain. If the
possibility is faced the risk is obvious. If both sashes are closed there is no
longer the handhold by which the workman steadies himself. If either sash is
kept open the handhold is available and, on the evidence in this case, is, in
my opinion, reasonably safe. But the problem is one for the employer to
solve and should not, in my opinion, be left to the workman. It can be solved
by general orders and the provision of appropriate appliances.
Lord Reid said: The question then is whether it is the duty of the appellants
to instruct their servants what precautions they ought to take and to take
reasonable steps to see that those instructions are carried out. On that
matter the appellants say that their men are skilled men who are well aware
of the dangers involved and as well able as the appellants to devise and take
any necessary precautions. That may be so but, in my opinion, it is not a
sufficient answer. Where the problem varies from job to job it may be
reasonable to leave a great deal to the man in charge, but the danger in this
case is one which is constantly found, and it calls for a system to meet it.
Where a practice of ignoring an obvious danger has grown up I do not think
that it is reasonable to expect an individual workman to take the initiative in
devising and using precautions. It is the duty of the employer to consider the
situation, to devise a suitable system, to instruct his men what they must do
and to supply any implements that may be required.
Cook v Square D Ltd [1992] ICR 262
The plaintiff, an electronics engineer, worked for a company based in the UK.
He was sent on an assignment to complete the commissioning of a computer
control system in Saudi Arabia. His work there was carried out in a control
room housing the computers. The area had a specially constructed floor,
each tile being removable so that access could be obtained to the wires and
cables beneath. The employee, having almost completed his work on the
system, was instructing others on the use of the system, when he slipped as
a result of a raised tile that had been left unguarded and injured his knee.
It was held by the Court of Appeal that the employers had a duty, that could
not be delegated, to take all reasonable care to ensure the safety of the
employee whilst he was working overseas; that to hold the employers
responsible for the daily events on a site in Saudi Arabia, owned and
managed by reliable companies, lacked reality and that the circumstances
clearly established that the employers had not delegated their responsibility
and that the accident to the employee had not been caused by any breach of
duty on their part.
Per Farquharson LJ. It may be that in some cases where, for example, a
number of employees are going to work on a foreign site or where one or two
employees are called on to work there for a considerable period of time that
an employer may be required to inspect the site and satisfy himself that the
occupiers were conscious of their obligations concerning the safety of people
working there.
Latimer v AEC [1953] AC 643 House of Lords
The claimant worked in the defendant's factory and slipped up on the factory
floor. The factory had become flooded due to adverse weather conditions.
The defendant's had put up warning signs mopped up and placed sawdust in
the most used places to make it as safe as possible. The trial judge held that
there had been a breach of duty as the defendants should have closed the
factory if it was unnsafe. However, no argument had been advanced on this.
Held:
There was no breach of duty. There was no duty to close the factory. The
defendant only had to take reasonable precautions to minimise the risk
which they had done. There was no need to go to great expense to eliminate
any possible risk and thus no obligation to close the factory.
McWilliams -v- Sir William Arrol & Co Ltd [1962]
A steel erector had fallen seventy feet to his death from a steel lattice tower.
The employers had not provided a safety harness, but the judge found that
he would not have used a security belt even if provided, and that the onus
was on the pursuer to prove that the deceased would have worn a safety
belt. Held: The claim failed. The onus was on the pursuer to establish, not
only the breach of duty, but also the causal connection between the breach
of duty and the accident; that what the deceased would have done, if a
safety belt had been provided, was a matter of inference from the
appropriate facts, and that, in the present case, the inference was that he
would not have worn a belt; further that there was no obligation on the
employers to instruct or exhort him to wear a safety belt. Liability was not
established. Lord Reid: "It has been suggested that the decision of this House
in Wardlaw v Bonnington Castings Ltd 1956 S.C. (H.L.) 26 lays down new law
and increased the burden on pursuers. I do not think so. It states what has
always been the law - a pursuer must prove his case. He must prove that the
fault of the defender caused or contributed to the damage which he has
suffered. But proof need not be by direct evidence. If general practice or a
regulation requires that some safety appliance shall be provided, one would
assume that it is of some use, and that a reasonable man would use it. And
one would assume that the injured man was a reasonable man. So the initial
onus on the pursuer to connect the failure to provide the appliance with the
accident would normally be discharged merely by proving the circumstances
which led to the accident, and it is only where the evidence throws doubt on
either of these assumptions that any difficulty would arise. Normally, it would
be left to the defender to adduce evidence, if he could, to displace these
assumptions. So, in practice, it would be realistic, even if not theoretically
accurate, to say that the onus is generally on the defender to show that the
man would not have used the appliance, even if it had been available. But in
the end, when all the evidence has been brought out, it rarely matters where
the onus originally lay: the question is which way the balance of probability
has come to rest."
Work Related Stress
Walker -v- Northumberland County Council; QBD 16-Nov-1994: The
plaintiff was a manager within the social services department. He suffered a
mental breakdown in 1986, and had four months off work. His employers had
refused to provide the increased support he requested. He had returned to
work, but again, did not receive the staff or guidance to allow him to do the
work asked of him, and he took a second sick leave. He was then dismissed.
He sought damages for the employers breach of their duty of care.
Held: The employer was liable in negligence for a second work stress induced
nervous breakdown. There was no reason in logic why damages should not
be recoverable for psychiatric damages, or why the employer should not
was off work for a month, having just returned from three weeks absence
caused by a viral illness. While these were not identified as the causes of her
depressive episodes they were identified as potential triggers. On her return
to work in 1994 Mrs Hatton had a short meeting with the school in which she
explained that the cause of her depression was problems at home. She did
not complain about her workload and the Court of Appeal found that it was
both reasonable and no different to other French teachers at her school. In
the summer holidays of 1995 Mrs Hatton saw a counsellor, but did not inform
the school. Shortly after the new academic year started she began suffering
badly from a stress-induced condition and was signed off with depression,
never to return to work. Mrs Hatton blamed the school for her illness, but the
Court of Appeal found that the school could not have reasonably foreseen
her breakdown.
'Unless he knows of some particular problem or vulnerability, an employer
is usually entitled to assume that his employee is up to the normal pressures
of the job. It is only if there is something specific about the job or the
employee or the combination of the two that he has to think harder. But
thinking harder does not necessarily mean that he has to make searching or
intrusive enquires. Generally he is entitled to take what he is told by or on
behalf of the employee at face value.'Mrs Hatton also failed to identify how
the school had breached their duty of care to her and how any changes in
her workload would have made any difference. The case was dismissed.
NOTE: Hatton v Sutherland is known for the Sutherland principles, the Court
of Appeal's guidance to judges on workplace stress cases. While the
principles have not gone unchallenged by the House of Lords and
subsequent Court of Appeal cases, they are still relevant:
office. She brought proceedings for damages for personal injury. The judge
found that, by the time of the claimant's conversation with the manager in
March 2001, the defendant ought to have known that the demands on her
were totally unreasonable and that the risk of harm to her health was clear.
He considered that the fact that the defendant provided a counselling service
for its employees did not discharge its duty of care in that short term
counselling could not have ameliorated the risk of harm to her health or
helped her cope with it; the service could not have reduced her workload and
the most it could have done was to have advised her to see her doctor. He
made an award of damages. The defendant appealed as to liability and
quantum, contending, inter alia, that the provision of counselling services
had discharged its duty of care and that, had that service been used by the
claimant, the urgency of the situation would have become clear to it. It relied
on guidance given by the Court of Appeal that an employer who offered a
confidential advice service with referral to appropriate counselling or
treatment services was unlikely to be found in breach of duty.
Held The guidance given by the Court of Appeal as to the approach the
court should adopt to allegations of psychiatric illness caused by stress at
work did not render the availability of counselling services a panacea by
which employers could discharge their duty of care in all cases. The
considerable amount of helpful guidance in that case did not preclude or
excuse a trial judge from conducting a vigorous fact-finding exercise or
deciding which parts of that guidance were relevant to the particular
circumstances. In the instant case the judge had been fully entitled to hold
that it was a failure of management which had created the claimant's
stresses and led to the breakdown; he had been entitled to hold that, by
early March, injury to the claimant's health was reasonably foreseeable and
to find that the defendant's failure to take urgent and appropriate action was
causative of the severity of the claimant's depression. The consequences of
the management's failure to take action were not avoided by the provision of
counsellors who might have been able to bring home to the defendant that
action was required; on the judge's findings the management knew that
action was required. Moreover, the judge had been entitled to reach the
conclusion as to quantum that he had. Accordingly, the appeal would be
dismissed.
Dickens v O2: The claimant had been working for her employers for many
years and was a good employee who took little time off work. Part of her job
was to carry out a quarterly audit. She found the audit in February 2002
extremely stressful and took a short holiday, but was no better. She informed
her line manager that she could not cope with her job and wanted to transfer
to a less stressful job. There were no vacancies available at that time and
she was told that they would review things in three months.
In April 2002 she requested a six month sabbatical, but was advised to use
the employers confidential counselling helpline. At her subsequent appraisal
she repeated her concerns and was referred to Occupational Health, but
before she was seen she suffered a breakdown and never returned to work.
The Court of Appeal upheld the Judges findings in the case that the
psychiatric injury was reasonably foreseeable from April 2002. She had made
clear the seriousness of her symptoms, particularly bearing in mind that she
was a conscientious employee. The employer should have been alerted to
the risks that the claimant was going to suffer illness if appropriate action
was not taken. The court was clear that simply referring the claimant to the
confidential counselling helpline was not sufficient. The employer should
have referred her to Occupational Health from the outset as this would have
set in motion a professional consideration of her problems by a doctor.
Although not part of the judgment, the Judges in the Court of Appeal also
commented that the decision in the case of Hatton was wrong to suggest
that an employer found liable for psychiatric injury caused by occupational
stress should only pay for that proportion of the injury caused by the
employers breach of duty. The Judges commented that if the injury is truly
indivisible then an employer should be liable for the whole injury if proved
that the tort has made more than a minimal contribution to the injury. This
case has significantly lowered the bar in terms of bringing work place stress
claims. It must now also be a matter of some doubt whether employers
practice of providing a confidential counselling service will be sufficient to
protect an employer from a claim for workplace stress.
Defences
Imperial Chemical Industries Ltd v Shatwell [1965] AC 656 House of
Lords:The claimants were brothers who were qualified shotfirers employed
by the defendant. They were injured as a result of an explosion at the
defendant's quarry caused by the brothers' negligence. They had insufficient
wire to test a circuit to allow them to test from a shelter. Another worker had
gone to fetch more wire but the brothers decided to go ahead and test with
the shorter wire. Each brother claimed against the defendant based on their
employer's vicarious liability for the negligence and breach of statutory duty
of the other brother. The defendant raised the defence of volenti non fit
injuria in that the brothers had full knowledge of the risk and were acting
against express instructions. At trial the judge held that the defence of
volenti could not apply where there was breach of a statutory duty. This was
upheld in the Court of Appeal. Held:The appeal was allowed. The brothers
had deliberately acted in defiance of the employer's express instructions in
full knowledge of the risks. The workers were under the statutory duty not
the employer. The employer had been instrumental in bringing in the
statutory regulations and ensured all workers were aware of them. They had
also previously dismissed a worker for flouting the regulations.
Stapley v Gypsum Mines [1953] AC 663 House of Lords: Mr Stapley
was killed when a roof of a mine fell on top of him. At the time of his death
he was acting against his employers orders. He and another employee Mr
Dale had been told to bring the roof down as it was dangerous. The pair
knew that this meant that they should not to work in that part of the mine
because of the risk. They attempted to bring down the roof but were
unsuccessful in their attempts. They then decided to continue with the work
they had originally been given. At the time of the collapse, Mr Dale had
briefly left that part of the mine and was uninjured. Mrs Stapely brought an
action against his employer for breach of statutory duty in relation to the
actions of Mr Dale. The trial judge found for the Claimant, but reduced the
damages by 50% under the Law Reform (Contributory Negligence) Act 1945.
The Court of Appeal allowed an appeal by the Defendant holding that Mr
Stapely was solely responsible for his own death. The Claimant appealed to
the Lords.
Held:The appeal was allowed but the damages were reduced by 80%.
Legall v Skinner Drilling (Contractors) Ltd,13 the defendant
company was engaged in oil drilling. The plaintiff was employed by
the defendant as a derrick man, one of his duties being the removal
of nuts and bolts from the rigs as part of the rigging down
operation. In order to remove a bolt from a rig platform about 10 ft
from the ground, the plaintiff was given an empty oil drum to stand
on. The drum toppled over and the plaintiff fell to the ground and
was injured. It was held that the defendant, by failing to ensure that
its workers used ladders to reach high platforms and to warn the
plaintiff of the danger of standing on the oil drum, was in breach of
its common law duty to provide a safe system of work. Another
example of failure to provide a safe system of work is the Jamaican