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Supporting Vulnerable Customers in Property Transactions – England

Text lesson

Lesson 2 – Recognising Discrimination, Harassment and Victimisation

2.1 Direct discrimination

Direct discrimination generally occurs when someone is treated less favourably because of a protected characteristic.

This may involve:

  • A characteristic the person has;
  • A characteristic the employee believes they have; or
  • A protected characteristic of someone connected with them.

Examples

Potential direct discrimination may include:

  • Refusing a viewing because of an applicant’s race;
  • Rejecting a tenant because she is pregnant;
  • Treating a same-sex couple less favourably;
  • Refusing to deal with a transgender customer;
  • Rejecting someone because their child is disabled; or
  • Applying additional checks based on a person’s accent or nationality.

Government guidance describes direct discrimination as treating someone worse because they have, are perceived to have, or are connected to someone with a protected characteristic.

2.2 Indirect discrimination

Indirect discrimination may arise where a rule or procedure:

  • Applies, or would apply, to everyone;
  • Places a group sharing a protected characteristic at a particular disadvantage;
  • Disadvantages the individual concerned; and
  • Cannot be objectively justified as a proportionate means of achieving a legitimate aim.

Examples

A potentially indirectly discriminatory practice could include:

  • Accepting applications only through an inaccessible online system;
  • Offering viewings only at inflexible times;
  • Requiring every customer to communicate by telephone;
  • Requiring a document where lawful alternatives are available; or
  • Applying an unnecessarily restrictive selection criterion.

A rule can be indirectly discriminatory even if no one intended to discriminate.

2.3 Harassment

Harassment generally involves unwanted conduct related to a relevant protected characteristic that has the purpose or effect of:

  • Violating someone’s dignity; or
  • Creating an intimidating, hostile, degrading, humiliating or offensive environment.

Examples may include:

  • Racist jokes;
  • Mocking an applicant’s accent;
  • Offensive comments about disability;
  • Sexual comments during a viewing;
  • Deliberately humiliating a transgender customer;
  • Ridiculing religious clothing; or
  • Sending discriminatory messages.

An employee cannot assume that conduct is acceptable simply because it was intended as a joke.

2.4 Victimisation

Victimisation occurs when someone suffers a detriment because they have carried out, or are believed likely to carry out, a protected act.

A protected act may include:

  • Complaining about discrimination;
  • Supporting another person’s complaint;
  • Giving evidence;
  • Alleging that equality law has been breached; or
  • Bringing equality proceedings.

Example

An applicant complains that a negotiator made a discriminatory comment. The negotiator then cancels the applicant’s remaining viewings because they are considered a “troublemaker.”

This may amount to victimisation.

2.5 Employee responsibilities

Employees should:

  • Avoid discriminatory comments or conduct;
  • Challenge inappropriate behaviour where safe to do so;
  • Report concerns;
  • Preserve relevant records;
  • Avoid retaliating against a complainant;
  • Continue providing a professional service; and
  • Follow MyEstate’s complaints and escalation procedures.

Lesson 2 key point

Discrimination may result from a deliberate decision, an assumption or an apparently neutral procedure that creates an unjustified disadvantage.