What can academics and universities learn from Jo Phoenix case?

Lawyers say ruling shows need for universities to intervene to protect staff, but how does that fit with free speech duties?

February 5, 2024
Ground staff paints the white lines of the football pitch in Blackpool to illustrate What can academics and universities learn from Jo Phoenix’s employment tribunal victory
Source: PAUL ELLIS/AFP/Getty Images

Jo Phoenix’s employment tribunal victory raises a “series of challenges” for UK universities dealing with similar cases, according to lawyers, with parts of the judge’s view seemingly at odds with the sector’s direction of travel on free speech.

The criminology professor last month won her case against her former employer, the Open University, after claiming that she had been subjected to harassment and discrimination by colleagues because of her gender-critical views.

Annie Powell, a partner at Leigh Day who represented Professor Phoenix at the tribunal, told Times Higher Education that the key lesson universities should learn was that they cannot stay silent and must intervene when their staff come under attack.

She said a strong statement from the OU at the time that it would “not accept bullying and harassment in relation to these beliefs and will take action when we find these things have happened” might have swayed the tribunal in a different direction.

The institution should also have acted to remove open letters hosted on its website that called for it to disassociate from the Gender Critical Research Network co-founded by Professor Phoenix, she added.

But Smita Jamdar, head of education for the law firm Shakespeare Martineau, said this would probably have been difficult to do in the moment.

“For the OU to tell its academics this [the letter] is not scholarly enough or we don’t think there is enough evidence in here, that feels to me like a level of intervention that most academics would find quite surprising on a day-to-day basis,” she said.

Taken literally, she said, the judgment could mean that “every single communication within a university would have to be expressed in such a formal legal way…that would definitely have a chilling effect on discussion and debate”.

Witnesses in the tribunal had argued that their actions were protected by their own academic freedom, but the judge ruled this not to be the case, partly because the work was deemed not to be “scholarly”.

Ms Powell said this meant that, when exercising freedom of speech, academics should be aware that “you need to meet certain standards in that speech”.

“If you are not developing an argument, putting forward academic proposals [or] engaging in robust but respectful debate, and instead you are putting forward slurs, unevidenced and sometimes false allegations…it is unlikely you are going to have the protection of freedom of speech or academic freedom to do that,” she said.

Ms Jamdar said this was quite a narrow definition of free speech and academic freedom and one that apparently contradicted the view of the Office for Students, which has recently been tasked with upholding universities’ duties in this area.

The English regulator’s academic freedom director, Arif Ahmed, has spoken previously about the need to protect all speech that is within the law.

“This sends a bit of a shockwave because we thought we’d arrived at a balance. But now we’re being told that maybe the balance is different to what we thought it was,” Ms Jamdar said.

She pointed out that various campaigns have opposed universities introducing a code of behaviour because it could have a knock-on effect on what people feel able to say.

“But this judgment seems to suggest we need strong codes; we need to be able to say: ‘You may feel strongly about this issue but the way you are communicating it isn’t in accordance with the standards we expect.’

“That feels like a bit of a reset from where government and the regulator might have been expecting this to go.”

tom.williams@timeshighereducation.com

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Reader's comments (5)

Engaging in a social media ‘mobbing’ or ‘pile on’ is not the scholarly exercise of academic freedom. It is the exercise of free speech (unless also hateful and hence unlawful speech) - but in the context of the academics being agents of the U (and especially those within the academic management hierarchy) there can be consequences which would not arise if Professor Rant was just speaking as Citizen Rant. The protection of the privilege of academic freedom ends when an academic steps away from the lectern and mounts the social media soap-box.
Hostility towards unpopular opinions is to be expected. Hostility towards the HOLDER of said opinions has no place in academia, but is very much the modus operandi of (anti)social media. Go on there and express unpopular opinions at your own risk. Academic debate thrives on different opinions, supported by the evidence that the holder of those opinions has mustered through their work (and drawing on that of others in the normal academic manner). It's only when the debate steps outside normal academic constraints that the university, as employer, needs to step in and haul people back to what they ought to be doing as academics.
The academic community needs to remind itself of the difference between legitimate robust, critical academic debate and the type of mob tactics which have been made readily available as a result of social media. If Universities and their academic communities don’t resolve this, courts and tribunals will continue to step in. It is also worth reminding any academics who may be tempted to join a mob rather than criticising and critiquing in acceptable ways that there are more legal avenues out there in the UK than just employment law. Notably, the Protection from Harassment Act 1997. Key provisions of this Act include : ‘A person must not pursue a course of conduct (a)which amounts to harassment of another, and (b)which he knows or ought to know amounts to harassment of the other…. In criminal law: ‘A person…is liable on summary conviction to imprisonment for a term not exceeding six months, or a fine…’. The Act also makes provision for civil action which could lead to an award of monetary damages against individuals. There is no limit to these, they compensate for loss suffered so if a person suffers sufficient harm tens of thousands of pounds could be at stake. Finally, criminal sanctions and civil liability are not mutually exclusive - a person could find themselves leaving prison to then be faced with a civil action. If mob behaviour continues then no one should be surprised if the legality of this behaviour is tested in different legal arena.
Free speech in academia is not a given. Even within academic forums for debates like workshops and staff seminars, the topics for discussion are policed by the university. So it is not just those who use social media to air their views, even those who do it within the university spaces may suffer the same fate.
Isn't the solution basically the following? * academics can write and sign whatever letters they like (within the law, ie no defamation / libel) * but it should be clear that these are their own opinions and not those of the institution or its administrators acting in their official capacity * such letters should not be hosted on institutional / departmental websites etc. * such letters should not be signed or endorsed by administrators, including the line managers of the academics whose opinions are being critiqued * If there is a real or perceived risk of bullying, harassment, or conflicts of interest in managing the academics being critiqued, administrators should issue a statement saying that everyone is entitled to their opinion as a matter of academic freedom, but this also means that the institution's job is to provide the forum and not declare one of the opinions to be orthodox, and therefore the institution, administrators, and line managers' job is to support the academic freedom and ability of academics to freely debate the issues, and that no repercussions on the employment of the academics on either side will be allowed. It doesn't seem that hard...

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