Exceptions which only apply to charities or to religion or belief organisations

New guidance

The Equality Act came into force on 1 October 2010. The information on this page reflects changes to the law.

As well as the exceptions which apply to every service provider and positive action, there are additional exceptions for:

  • charities, and
  • religion or belief organisations.

Exceptions for charities

If an organisation is a charity, they are allowed to restrict their benefits (which include the services they offer) to people with a particular protected characteristic if:

  • that is included in their charitable instrument, and either
  • it is objectively justified, or
  • it is done to prevent or compensate for disadvantage linked to the protected characteristic.

The charitable instrument sets out the charity’s purposes (which the law calls its ‘objects’), how its income can be spent and generally how the charity will operate. A charitable instrument is the document establishing or governing a charity. The charitable instrument usually sets out the charity’s purposes, how its income can be spent and generally how the charity will operate. 

For example:

The Women’s Institute is a charity which provides educational opportunities only to women.

The Royal National Institute of Blind People (RNIB) is a charity that provides special facilities for visually impaired people rather than to other disabled people.

However, charities cannot restrict their services on the basis of a person’s colour, such as ‘black’ or ‘white’. If the charitable instrument includes a restriction to people of a particular colour, it will be read as if that restriction did not exist.

For example:

A charity’s objects include holding activities only for black people from a particular local area. It must open its activities up to everyone from that local area regardless of their colour, provided they meet its other criteria. 

How do I know if a charity is allowed to restrict their benefits to people with a particular protected characteristic?

If a charity refuses to help you or to provide you with services or limits the service it gives you, and you think it may be because of a protected characteristic, you can find out why this is.

Ask the charity why they have treated you in the way they have. If they have checked that equality law allows them to restrict their benefits to people with a particular protected characteristic, then they should be able to tell you this.

You can also check what the charity’s charitable instrument says.

You can find this out from the Charity Commission if you are in England and Wales or the Scottish Charity Regulator if you are in Scotland.

Even if the charity’s charitable instrument mentions people with a particular protected characteristic, they must still show that the restriction on their services to those people is either:

  • objectively justified, or
  • done to prevent or compensate for disadvantage linked to the protected characteristic.

This can be a difficult legal question. You can read the Code of Practice, which tells you more about what the law says and how it might be applied.

If you want help in working out if the charity is acting within equality law, or to complain about what it has done, you can read more about how to do this in What to do if you think you’ve been discriminated against

Other exceptions that apply to charities

Events or activities

An event or activity held to promote or support a charity can be restricted to one sex only.

For example:

Race for Life, a women-only event which raises money for Cancer Research UK, or a boys-only football tournament held to raise money for a charity would be covered by this exception. 

Membership

If a charity is offering membership, it can ask you to make a statement to say or imply that you are a member of a particular religion or belief, or accept that religion or belief in order to become a member of the charity, and can also refuse you access to benefits if you do not accept that religion or belief, but only as long as this requirement has existed since before 18 May 2005.

For example:

The Scout Association is a long-standing charity which requires children joining the Scouts to promise to do their best to do their duty to God. 

The limits of these exceptions

Other than these exceptions, a charity must not treat you worse than someone else because of a protected characteristic in relation to the benefits they provide or the way they provide them. They must make reasonable adjustments for you if you are a disabled person. They must not harass or victimise you. The list at pages [n to n] tells you what this means.

For example:

A homelessness charity set up to benefit women in general cannot refuse to offer its services to a woman because she is a lesbian.

A charity set up to benefit retired men by offering them access to a day centre cannot refuse its services to a man because of his ethnic origin but can exclude women if the exclusion meets the tests set out above.

The limits of these exceptions

Other than these exceptions, a charity must not treat you worse than someone else because of a protected characteristic in relation to the benefits they provide or the way they provide them. They must make reasonable adjustments for you if you are a disabled person. They must not harass or victimise you. The list in the Glossary tells you what this means.

For example:

A homelessness charity set up to benefit women in general cannot refuse to offer its services to a woman because she is a lesbian.

A charity set up to benefit retired men by offering them access to a day centre cannot refuse its services to a man because of his ethnic origin but can exclude women if the exclusion meets the tests set out above.

Exceptions for religion or belief organisations

If an organisation is a religion or belief organisation, there are some exceptions to equality law that only apply to the services they provide.

‘Services’ in this context does not mean religious acts of worship (which are not covered by equality law at all) but something a person or organisation does for the public or a section of the public. For example:

  • Running a shelter for homeless people or holding a mother and toddler group would qualify as 'services'..

Religion or belief organisations can, in certain circumstances, discriminate because of some protected characteristics in the way they operate. Unlike charities, they do not need a charitable instrument or to meet particular tests to be able to restrict their services.

In some situations, religion or belief organisations and people acting on their authority can restrict or refuse:

  • membership of the organisation
  • participation in its activities
  • the use of any goods, facilities or services that it provides, and
  • the use of its premises because of a person’s religion or belief or their sexual orientation.

In addition, a minister can restrict participation in activities carried out in the performance of their functions as a minister connected with a religion or belief organisation (or the provision of goods, facilities or services in the course of such activities) because of a person’s religion or belief or their sexual orientation.

In both these situations, there is an additional test which must be satisfied. This is set out below.

When does the exception apply?

A person’s religion or belief

In relation to a service user’s (or would-be service user’s) religion or belief, the exception only applies where a restriction is necessary:

  • to comply with the purpose of the religion or belief organisation, or
  • to avoid causing offence to members of the religion or belief that the organisation represents.

For example:

If either of these conditions is met, a religion or belief organisation can ask people to sign up to a statement of beliefs in order to become a member.

Or it could say that no activities related to other religions or beliefs should take place in the building it uses (provided it does not normally hire out its premises for payment, in which case it could not discriminate).

A person’s sexual orientation

In relation to sexual orientation, the exception applies only applies where it is necessary:

  • to comply with the doctrine of the organisation, or
  • in order to avoid conflict with the strongly held convictions of a significant number of the members of the religion or belief that the organisation represents.

For example:

If either of these conditions is met, a religion or belief organisation can refuse membership to someone because of the person’s sexual orientation.

Alternatively it could decide not to let its building be used by particular people or groups because of their sexual orientation (provided it does not normally hire out its premises for payment, in which case it could not discriminate).

Services provided under contract with a public body

If a religion or belief organisation contracts with a public body to carry out an activity on that body’s behalf, the organisation cannot discriminate because of sexual orientation in relation to that activity.

For example:

A local authority has contracted out certain children’s services. A religious group has a contract to provide day care for children. The group cannot refuse to accept a child of a gay couple.  

These exceptions do not apply to an organisation whose sole or main purpose is commercial, where the the services or premises and so on are normally provided for payment, eg the trading arm of a religious organisation.

Separate or single-sex services provided by ministers

A minister of religion or someone else in a similar position within a religious organisation can provide separate services for men or boys and women or girls or only provide services for one sex or the other if:

  • the service is provided for the purposes of an organised religion, and
  • it is provided at a place which is (permanently or temporarily) used for those purposes, and 
  • the way the service is restricted is necessary in order to comply with the doctrines of the religion or for the purpose of avoiding conflict with the strongly held religious convictions of a significant number of the religion’s followers.

This does not affect religious services and acts of worship because equality law does not cover these at all, but it allows people taking part in associated activities to be separated by sex if these conditions are met.

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