Iceland
In recent years, Iceland’s
Equality Complaints Committee has decided over 20 discrimination cases per year. These cases cover all grounds of discrimination and areas of society covered by the prohibition of discrimination. Between 2017 and 2023, ten equal pay cases were decided. In seven of these, the issue of equal pay for work of equal value was examined. In some of the cases, the comparators were found not to be performing work of equal value. For example, in one case, the applicant, who was a male employee of the Food and Veterinary Authority, was found to be performing less qualified tasks than the female comparator (case 2/2022). The same was true in two cases involving employees with supervisory positions in the health sector (regional directors) but with different underlying training, i.e. managers who were basically either nurses or doctors (cases 5/2016, 6/2016 and 5/2018). In another case, a male applicant was unsuccessful in his claim because it was judged that work experience and level of education justified the pay differential between him and the female comparator (case 10/2017). In one case in which the applicant was successful, the decision was based on an employer’s failure to explain pay differentials between a female manager and two male managers on the basis of objectively applied pay criteria (case 15/2021). In case 3/2017, deficiencies in the employer’s documentation resulted in the court ruling in favour of a woman. In case 5/2017, the employer’s argument that a woman worked part time and a man full time was not sufficient to justify a disputed pay differential.
A number of older cases from the general courts are also considered significant in this context. The Supreme Court’s judgement 255/1996 describes a comparison between a woman and a man who both worked as technicians at the national radio station RÚV. They worked under different collective agreements, which the court did not accept as an explanation for the pay differentials between them. Two further cases decided by the Supreme Court concerned the town of Akureyri. Case 11/2000 concerned a comparison between two civil servants responsible for gender equality and education and for entrepreneurship. In this case too, the pay conditions of the woman and the man were determined by different collective agreements. Although an initial job evaluation had given the man a higher score, the court ultimately concluded that the woman had been discriminated against in terms of pay. Case 258/2004 compared a woman who was a social services manager with a man who was employed as a technician. In this case too, the initial job evaluation had given the man a higher score than the woman. Furthermore, the employer had cited “market reasons” as an additional explanation for the pay differential. In its overall assessment, the Supreme Court rejected the employer’s arguments and deemed the work to be of equal value.
Norway
For a number of years,
Diskrimineringsnemnda (the Anti-Discrimination Tribunal) has been the main body that decides on cases of discrimination and harassment related to all grounds of discrimination. The Tribunal’s website includes 2,630 searchable cases from 2018 onwards. The total number of cases related to working life during this period was just over 1,100. Of these, 468 were related to gender, with 45 cases concerning
lik lønn for arbeid av lik verdi (equal pay for work of equal value). On the same website, it is possible to search for older cases, when the Tribunal operated with a different name and composition. From 2006 to 2017, a further 44 cases on equal pay issues can be found, of which 23 concern work of equal value.
The first major ruling pertaining to the concept of work of equal value was handed down by the Labour Court of Norway on
28 September 1990, which found that the work of a bioengineer was of equal value to that of other types of engineers in the municipality. The Court thus overturned the collective agreements concluded in so far as they were found to be discriminatory on the grounds of sex.
In Norwegian equal pay disputes, employers’ references to market forces as a factual basis to explain alleged gender pay differentials have been subject to scrutiny on a number of occasions. The reference to the concept of market forces can be seen as nearly synonymous with difficulties in retaining and recruiting staff. Brief reference is made here to four cases that were examined by the Klagenemnda for likestilling (LKN; Complaints Board for Equality) and Likestillings- og diskrimineringsnemnda (LDN; the Equality and Anti-Discrimination Ombud) between 2001 and 2009.
Case LKN 2001-2 concerned a pay comparison between a nurse and an engineer employed in a hospital. The majority of the Tribunal found that a general reference to recruitment difficulties was not sufficient to justify the pay differentials in question. The employer had not been able to provide written documentation that concretely substantiated the argument.
Case LKN 2002-5 concerned a comparison in a municipality between three female aktivitører (labourers) and a male craftsman. The decision states that although the market pay for craftsmen is generally higher than for labourers, the municipality was not able to provide evidence that the man’s pay level, which was above pay level 23, had been decisive in or necessary for successful recruitment. It turned out that two other craftsmen with similar skills had applied for the job. The advert had stated that the pay would correspond to pay level 23.
Case LDN 23/2008 concerned a comparison between two nurses with supervisory responsibilities and four engineers who had supervisory or coordinating roles in a hospital. After a detailed examination of the ‘market considerations’, the Tribunal found that the pay differentials were objectively justified.
Case
LDN 42/2009 concerned pay comparisons of a female supervisor of a municipal school and leisure activities (SFO) and five male supervisors in a technical administration. The pay had been determined on the basis of different collective agreements. The majority of the Tribunal found that the work was of equal value. Furthermore, the Tribunal found that there was no evidence to prove that the relatively higher pay level in the technical department was an effective means of recruiting or retaining staff.
Finally, brief summaries of four decisions from recent years are provided. A decision on
19 May 2020 by the Anti-Discrimination Tribunal concerned a pay comparison between a woman and a man working as
førsteamanuensis (associate professors) at one of the country’s universities. The Tribunal never took a clear position on whether the work was equal or of equal value. In any case, the applicant was able to present facts that gave reason to presume that she had been discriminated against. Thus, the burden of proof shifted to the employer. The Tribunal stated the following with reference to the wording in the preface of the Discrimination Act: “In order to ensure that the right to equal pay is not undermined, the employer shall be required to provide counter-evidence or justification in these cases. It should not be sufficient to merely refer to the fact that market value, for example, has been emphasised in the pay determination. Here, it must be established, among other things, that high pay was necessary to recruit or retain the employee(s) and that the same considerations cannot be applied to the person(s) being compared with.” The employer’s evidence, which consisted of a general reference to a pressurised recruitment situation and a desire to fill the position quickly, did not meet this requirement.
The decision of the Anti-Discrimination Tribunal from
15 February 2021 concerned the pay of doctors in a prison. As in the decision of 19 May 2020, the Tribunal never took a position on whether it was equal work or work of equal value. The applicant, who was a woman, had in any case managed to establish that the pay setting was discriminatory in relation to two male colleagues. In this case too, the employer countered that the recruitment situation when the male doctors were appointed had been pressured and that there had been difficulties in finding doctors with the right skills. As no further evidence was presented to substantiate the recruitment difficulties, the Tribunal concluded that there was pay discrimination.
In a decision by the Tribunal on
5 March 2021, the question of whether female and male
kantineledere (canteen managers) of a private employer performed work of equal value was considered. The central issue was that the different canteens were categorised differently, as either ‘standard’ or ‘premium’. After an overall assessment, the Tribunal found that the work was not of equal value.
A judgement by the Oslo District Court on
15 June 2023 concerned a woman working in financial analysis in a senior position at
Norges Bank. The woman claimed that she performed tasks of equal value compared to 12 male colleagues. In this context, she claimed retroactive pay compensation for 2012–2022 of more than NOK 16 million. A review found that nine of her colleagues had “investment responsibilities” and that three had no such responsibility. The court concluded that the woman’s work was not of equal value compared to the nine colleagues who had “investment responsibilities”. As for the other three colleagues, the court found that the woman had performed duties of equal value to them for parts of the ten-year period. The men’s higher salaries could be explained by the pay criteria applied by the bank, which were found to be gender-neutral. The bank had therefore not been guilty of pay discrimination.
Sweden
Pay discrimination disputes
Disputes about discrimination related to the seven grounds of discrimination in the legislation are, in principle, handled in two different types of courts. If an employee is represented by a trade union, the dispute is referred, after negotiations at local and central level, to the Labour Court. If the employee is not represented by a trade union, the case is referred to the district court, i.e. a general court, in the first instance and the Labour Court in the final instance. Discrimination disputes concerning areas of society other than working life are heard in general courts. In recent years, 15-20 discrimination cases per year have been decided in the general courts. The number of cases that reach the Labour Court has been three to four per year. In the last ten years, no equal pay cases have been heard.
The concept of work of equal value or similar work has been examined on seven occasions by the Labour Court: AD 1995 No. 158 Kumla Municipality, AD 1996 No. 41 Örebro County Council I, AD 1996 No. 79 Karlskoga Municipality, AD 2001 No. 13 Örebro County Council II, AD 2001 No. 51 County Administrative Board of Skåne, AD 2001 No. 76 Stockholm County Council and AD 2013 No. 64 Gryning Vård AB.
In AD 1995 No. 158 and AD 1996 No. 79 the work was ‘similar’, and the court never took a position on whether it was equal work or work of equal value . In practice, both cases were comparisons of equal work, one pertaining to two economists in Kumla Municipality and one pertaining to two social workers with managerial positions in Karlskoga Municipality. These were the only two cases in which applicants were successful and received compensation in pay discrimination disputes.
The question of comparability of two completely different jobs was raised in two cases pertaining to Örebro County Council. In AD 1996 No. 41 the Labour Court did not want to preclude the possibility of using systematic job evaluation to demonstrate the potential equal value of different jobs, such as midwife and clinical engineer. However, the Labour Court rejected the evaluation method used by the Equal Opportunities Ombudsman (JämO). In AD 2001 No. 13 the Labour Court concluded that the work of midwives and clinical engineers was of equal value. The starting point was an overall assessment based on the criteria of “knowledge and ability, responsibility, effort and working conditions ”.
A near-identical judgement was reached in AD 2001 No. 76. The Labour Court found that an intensive care nurse and a medical engineer had work tasks of equal value. The two 2001 rulings thus represented a partial success for the applicant in that the Labour Court accepted the principle of comparability of two completely different jobs. In AD 2001 No. 51 there was no dispute that the social counsellors being compared performed work of at least equal value.
In all cases concerning work of equal value, the Labour Court accepted rebuttal evidence from the employer at a later stage of the review, pertaining to market factors influencing the salaries of nurses and medical technicians (AD 2001 No. 51 and AD 2001 No. 76), the significance of previous pay determinations in the form of collective agreements (AD 2001 No. 13 and AD 2013 No. 64), different dates for pay reviews (AD 2001 No. 51) or the unique skills of a specific individual (AD 2013 No. 64).
Examinations of employers’ work on pay surveys
The Equality Board’s case 1–97, Scania CV AB, pertained indirectly to the concept of work of equal value and the related need for pay surveys across agreements. At the centre of the dispute was the issue of what information employee representatives could demand during the consultation on which the provisions were based. The Board’s decision went against the Equal Opportunities Ombudsman and meant that, in connection with a pay survey, trade union representatives were only deemed to have the right to scrutinise the pay of their own members. The legal situation was subsequently changed by a legislative amendment in 2001. This made it clear that a pay survey and analysis should be carried out in collaboration, across the boundaries of collective agreements, and cover all employees regardless of union affiliation.
In case 2–08 Holmen Paper the Board against Discrimination followed a strict interpretation of the law and ignored previous preparatory works and the Court of Justice of the EU’s interpretation of the principle of equal pay in judgement 157/86 Murphy. Following from this judgement, if there is a group with lower work requirements but which nevertheless has a higher pay level, such a group should also be included in the comparison and analysis. Based on the judgement made in the case of Murphy, cls. 9–12, it follows that a contrary interpretation would mean that the principle of equal pay would be deprived of its proper effect and content. The requirements for conducting an analysis in the case of work of equal value were subsequently clarified by a legislative amendment in 2017.
The issue of identification and categorisation of equal work and work of equal value was at the heart of a case decided in 2016, brought by
Försvarsförbundet (Union of the Swedish Defence Forces). The union had demanded that categorisation be done on the basis of a uniform standard applied to all employees. The Board agreed with the union’s arguments and ordered the employer to carry out a proper pay survey within four months, subject to a conditional fine of SEK 2 million.
The rulings in the Scania CV AB and Holmen Paper cases have had an impact on subsequent legislative changes linked to the concept of work of equal value.
Summarising comments
Firstly, some general reflections on the number of judicial rulings. This is followed by a discussion of references to ‘the market’ or the wording of collective agreements as a factual basis for pay differentials.
Judicial rulings on discrimination in general and specifically on work of equal value in recent years
The table below provides approximate figures for each country. The figures from Denmark, Iceland and Norway relate only to ‘Board’ decisions. The Swedish figures relate to general courts and the Labour Court. There is no data from Finland on the number of discrimination cases heard annually by the courts. The table shows the number of cases first in absolute numbers and then weighted in relation to the population. In January 2022, Iceland had a population of about 376,000 people. The figures for Denmark, Finland and Norway were between just over 5.4 and 5.8 million. Sweden had 10.5 million inhabitants. If Denmark, Finland and Norway are to be used as a benchmark for a comparison of cases per capita, the Icelandic figures need to be multiplied by 15 and the number of cases in Sweden divided by two.