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Age Discrimination: FAQS

Here are some examples of questions that we are frequently asked about the Employment Equality (Age) Regulations 2006 – and some general guidance on what you should do about them:


s Our team here is young and dynamic, we feel that an older person would not fit in and would feel uncomfortable in our workplace, because of their age. Can we restrict our recruitment to under 25’s ?

A.Your statement is based on a stereotypical view of older (and younger !) people at work. If it is important that a new team member fits in well with the rest of the team then why not see applicants who meet the person specification for the post and assess their suitability through probing questions at interview about their past experience of team working and other qualities before deciding whether or not they will complement the range of skills and personalities in your team. After all, it is quite possible that your customers will have a wide age range and may appreciate being dealt with by an older person for a change !

s We have found that young people just don’t stay long in our employment and, by contrast, older workers rarely leave us. We are trying to reduce our labour turnover - so can we just interview over 40’s ?

AYour approach is potentially directly discriminatory on age grounds. However, whilst you should not exclude younger people who apply from consideration (if they otherwise meet the selection criteria for interview), you may be able to objectively justify giving preference to older candidates if you have statistical evidence to back up your statement about higher turnover amongst younger staff. Perhaps you should look for evidence of candidates’ stability in employment - irrespective of age – and interview those who appear to have a stable record, testing your perceptions of them at interview.

s We are facing a redundancy situation and need to cut back around 50 posts. We have always used ‘last in, first out’ as our method of selecting people in the past and we have an agreement with our trade union that this is the way we will select people for dismissal in a redundancy situation. Do we have a problem with this ?

A The ‘LIFO’ approach will indirectly discriminate against younger workers, who are most likely to be ‘last in’. Despite your agreement with the union, you will have to adopt a more sophisticated approach to assessment of who to retain – based on factors such as qualifications, skills, experience of various work tasks, disciplinary record and previous appraisal assessments of their performance. Mark each person in the affected group against these criteria and select those who score lowest for redundancy, irrespective of age. The union will, hopefully, understand that your former agreement potentially breaks the law and that it needs updating.

s We have an enhanced company redundancy pay scheme which offers a week’s actual pay per year of service up to 10 years, then 1 ½ weeks’ pay for service over that. Is this a problem ?

A This redundancy pay scheme indirectly discriminates against younger people who are most likely to fall in the ‘lower service’ category. If challenged by someone about this indirect discrimination, you would be required to justify (perhaps to an Employment Tribunal !) your scheme as being a ‘proportionate means of achieving a legitimate aim’. The ‘legitimate aim’ might be to reward employees for long service, to encourage loyalty and to cushion older workers against disadvantage in the labour market – but you will be required to demonstrate that the indirectly discriminatory effects of your policy are substantially outweighed by the business benefits you will achieve. Remember: if your company RP scheme mirrors the statutory scheme (in that it has the same ‘age break’ at 40 / 41) but varies the benefits payable (e.g. no cap on a week’s pay or double the statutory entitlements) then you will not be called upon to justify it, as it will be exempted under the age regulations.

s The post we are seeking to fill is for an experienced manager. We need someone to ‘hit the ground running’ so we are insisting on candidates having a minimum of 10 years’ experience of management . Is this OK ?

AThe person specification you are using uses ‘length of experience’ as shorthand for ‘possessing particular knowledge and quality of experience appropriate to the demands of the job’. However, describing it in crude terms of mere quantity of experience will potentially open you up to allegations of indirect discrimination against younger applicants. Why not decide exactly what elements of experience are required to ‘hit the ground running’ and specify them in selecting candidates for interview ? You may even get a more targeted selection system by using criteria which don’t discriminate on age grounds !

s We have a vacancy for a trainee accountant. We need someone who has just graduated with an appropriate degree, as we want to develop them within our own culture and systems and with a view to promoting them internally within a couple of years. Are we safe to do this ?

A Apart from potentially excluding candidates who are perfectly capable of being developed in the business (because they graduated more than a year ago) you may be opening up the company to accusations of direct discrimination if you turn away an otherwise suitable candidate who happens to have graduated a few years back and who will, almost certainly, be in an older age group. If challenged you will have to certain that your ‘recent graduate’ policy is a proportionate means of achieving a legitimate business aim. The business aim (to find someone with development and promotion potential) is laudable. Whether restricting candidates (largely) to young people is a proportionate means of achieving this is arguable. You will need hard evidence, if challenged, to back up your decision to indirectly discriminate against older candidates in this way.

s We have a supervisor who is approaching 65 and we have serious reservations about keeping him on beyond his next birthday because he is frequently absent with arthritis. Can we advise him that we require him to retire in 6 months, when he’s 65 ?

A If you decide to retire him at 65 you will need to consider formally any written request he may make to stay on beyond his birthday. If you are using ‘retirement’ as a way of avoiding dismissing him for excessive absence then you run the risk that a tribunal will find that your reason for dismissal was misleading and find that it was unfair. Remember that, since 1st October 2006, over 65’s have the right to claim unfair dismissal. Better to manage the absence problem, with appropriate warnings if the absences are becoming excessive – but watch out for the Disability Discrimination Act !

s Does the new Age Discrimination law mean that we must scrap our long service award scheme, because it favours older workers ?

A No. You simply need to explain, if challenged under the age regulations, to the satisfaction of a tribunal that you reasonably believe that your policy rewards the loyalty and commitment of staff and encourages them to stay with you longer.

s Our customer service manager constantly teases the older team members about them being ‘past it’, ‘decrepit’ and ‘out of touch’. The older people give as good as they get from him and joke about his obsession with keeping fit and partying every weekend. Should we stop them having a laugh about this at work ?

A Teasing only becomes harassment if it is unwelcome and has the purpose or effect of violating someone’s dignity; or creating an intimidating, hostile, degrading, humiliating or offensive environment for them. Whilst everyone seems to be having a laugh at the moment, you run the risk of an employee becoming discontented at work or for the teasing to move into the ‘unwelcome’ category for that employee to take the opportunity complain that the joking constitutes ‘age harassment’. The message must go out to the workforce from management that joking must not be offensive to others and that anyone who finds it offensive can ask for it to stop – at pain of disciplinary action against those who don’t get the message !

s We recently advertised a sales manager post and have received an internal application from one of our sales people who is excellent at her job but not old enough, in our view, to manage a mainly young sales team. Can we tell her that we’re not going to consider her for the post ?

A You will need to be sure that your view of the sales person’s qualities is based on sound evidence rather than prejudice against younger workers. If there is some doubt about the matter, why not allow her to apply for the post and assess her relative abilities and qualities against those of other candidates (internal and external) – if she’s not the best person for the job you can select someone else who is. If she is unsuccessful you might also follow this recruitment exercise up with a discussion with your salesperson about how she could develop the skills and experience required to promote her in future.

s We have received an application for a trainee solicitor post from a 54 year old who has just completed a Legal Practice Certificate course. We are concerned that, even if we do take him on, we will not get much post qualifying service out of him, before he retires. Can we tell him we are not seeing him for interview ?

A One potentially valid reason an employer might give for not recruiting an older worker to a post which involves significant training input before they are fully productive is that the employer will not see a significant return on that investment in terms of service before the worker decides to retire. On the other hand, if your 54 year old can stay with you for the next 10 – 15 years, your argument might be a little weak if younger trainees typically leave after 4-5 years with the company ! Why not consider him on his merits and see what his greater maturity and past working experience might bring to the post that younger trainees might lack ?

IMPORTANT NOTICE

This document is intended to raise general awareness of the Employment Equality (Age) Regulations 2006 and to provide information of a general nature on the issues raised by the legislation. It is not comprehensive nor does it constitute legal advice. No liability is accepted by Law At Work for its content, which is subject to change without notice.

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