What to do if…
you are asked to attend an investigation meeting at work without being given the allegation in writing
Short answer
Reply (in writing) asking them to confirm the reason for the meeting in writing and give you reasonable notice. If it’s actually a disciplinary hearing, ask for the allegation and any evidence to be set out in writing in good time, and request a new date if you haven’t been given that.
Do not do these things
- Do not guess what they mean or “fill in the blanks” — keep to what you actually know.
- Do not “admit something” just to make it end.
- Do not sign minutes/notes or a statement on the spot if you have not read them carefully or they are inaccurate.
- Do not delete or alter emails/messages/files/notes — that can look worse than the original concern.
- Do not make a covert recording. If you want an accurate record, ask to take notes, ask for a copy of the notes, or ask whether an agreed recording is possible.
- Do not discuss it widely at work; keep it to your representative/companion (if any) and necessary support outside work.
What to do now
- Email back and ask for the basics in writing. Keep it brief and neutral. Ask:
- what the meeting is about (a short written summary is fine if they won’t share full detail yet)
- whether this is an investigation meeting (fact-finding) or a disciplinary hearing
- the date/time/location and who will attend (and who is leading/taking notes)
- whether you can be accompanied and how to arrange it
- whether they will share any documents they want to discuss (or what type of documents)
- to rearrange if you have not been given reasonable notice to take part properly
- Check your workplace policies quickly (handbook/intranet). Look for the investigation/disciplinary procedure and note:
- what they say they will provide in advance
- any rule on companions for investigation meetings
- any rule on recording, confidentiality, and note-taking
- Sort out support based on what type of meeting it is.
- Disciplinary investigation meeting: there is usually no legal right to be accompanied, but it can still be reasonable to ask (and many employers allow it).
- Disciplinary hearing (a meeting that could give/confirm a formal warning or other disciplinary action): you generally have a legal right to be accompanied by a trade union representative (or official) or a work colleague.
- Grievance meeting(s): you generally have a legal right to be accompanied.
- If you are in a union, contact your rep immediately and forward the invite.
- Write a one-page “facts only” timeline for yourself. Include:
- dates/times, what you recall, who was present
- relevant instructions/rotas/emails/messages you can point to
- questions you need answered before you can respond confidently
- At the start of the meeting, make them define the allegation/concern. If they still will not, say calmly:
- you want to cooperate, but you cannot respond meaningfully without knowing what is being alleged
- you are requesting the meeting be paused/adjourned and reconvened once a written summary and reasonable notice are provided
- Answer carefully and keep options open.
- Use: “I don’t recall,” “I’d like to check my records,” “Can you clarify the timeframe/what policy you mean?” and “I’ll follow up in writing after I check.”
- Take your own notes.
- Control the paper trail after the meeting.
- Ask for the notes/witness statement and time to check it.
- Send a short email the same day confirming what you understood the concern to be, what you requested (written summary, notice, companion, documents), and any key corrections.
What can wait
- You do not need to decide today whether to resign, raise a grievance, or get a solicitor.
- You do not need to write a long defence statement before you know the allegation/concern and what process they are actually using.
- You can postpone “big decisions” until you have the meeting invite/details in writing and you have seen how fairly the process is being handled.
Important reassurance
Being called to a meeting without clear information is unsettling. Asking for the reason in writing, reasonable notice, and (where applicable) a companion is a normal way to slow things down and avoid accidental misunderstandings.
Scope note
These are first steps only — to stabilise, protect the record, and reduce avoidable mistakes in the initial meeting(s). Later stages may need tailored advice based on your contract, policies, and what the allegation actually is.
Important note
This is general information, not legal advice. Workplace procedures and contracts vary. If you are unsure about the process or your rights, your union (if you have one) or a UK workplace advice service can help you interpret your specific documents and situation.
Additional Resources
- https://www.acas.org.uk/investigations-for-discipline-and-grievance-step-by-step/step-4-holding-investigation-meetings
- https://www.acas.org.uk/disciplinary-procedure-step-by-step/step-4-the-disciplinary-hearing
- https://www.acas.org.uk/disciplinary-procedure-step-by-step/step-2-following-a-fair-procedure
- https://www.acas.org.uk/acas-code-of-practice-on-disciplinary-and-grievance-procedures/html
- https://www.legislation.gov.uk/ukpga/1999/26/section/10