Failure to fully exhaust statutory dispute resolution procedures means a claimant is barred from seeking redress in the courts

Booth v Oldham MBC [2009] EWCA Civ 880

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28/08/2009
  • Culpable failure to use an available statutory dispute resolution procedure means a claimant is barred from seeking redress in the courts
  • Claimants need to keep an eye on the clock and although they can sometimes feel they are being given the 'run around', where there are statutory dispute resolution procedures and remedies these need to be exhausted
  • where an ET has judged a claimant as not being disabled according to the DDA 95, a claimant will not establish permanent incapacity under the Pensions Regulations

 
Booth v. Oldham MBC establishes that once a person has culpably failed to use a statutory dispute resolution procedure, which is at his disposal, he cannot then seek redress at the law courts. It confirmed at paragragh 20 for the principle set out in Crossley v Faithful and Gould Holdings [2004] EWCA Civ 293, that there is "no duty on the Council to protect an employee's economic well being generally or to give advice as to pension rights specifically."

The appellant had been dismissed from his work at the Oldham Council on grounds of incapacity (incapacity was also incorporated into the terms of the employment contract).

At issue was whether the appellant could claim his pension early on grounds of permanent incapability. A procedure for this was set out in the Local Government Pension Scheme Regulations of 1997 whereby the relevant authorities i.e. his scheme employer would determine whether he was indeed permanently incapable and if there was a disagreement between the applicant and the scheme employer, then the applicant could apply to the Secretary of State to reconsider the application.

At Regulation 97(9) it was stated that "Before making a decision as to whether a member may be entitled under regulation 27 or under regulation 31 on the ground of ill-health, the Scheme employer must obtain a certificate from an independent registered medical practitioner as to whether in his opinion the member is permanently incapable of discharging efficiently the duties of the relevant local government employment because of ill-health or infirmity of mind or body."

In fact the scheme employer had failed to obtain evidence from an independent medical practioner and had failed to advise Mr. Booth to apply to the Secretary of State to reconsider the application.

Mr Booth claimed for breach of contract by the Council and in the high court it was found that it would not have made a difference to the applicants case if an independent medical practitioner had been consulted - even though this seems to have been in contradiction to evidence given by medical consultants asked by the applicant at a later date to give evidence.

As concerns the fact that he had not been advised to make an application to the Secretary of State it was confirmed that there was no general obligation on the council to advise him to his general welfare in such a manner, and that since he had knowingly avoided using such statutory rights as were at his disposal, (paragragh 11) it was not possible for him to succeed in the courts to seek the same rights of redress there that he had been given by statute and had knowingly relinquished.

In the light of the fact that the claimant was judged not to be a disabled person for the purposes of the Disability Discrimination Actt 1995 (DDA 95) he could not argue that the council should medically assess him.

Not being judged to have a disability under the DDA means that permanent incapacity under the Pensions Regulations can not be established and therefore such a claim fails.

The transcript of this case can be found (usually at the Bailli or Employment Appeals websites)  Here


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