Krogüer
Krogüer
15
KI-NA-21-322-EN-S
FINAL REPORT
EUR 21322
EUR 21322
[Link] 22/06/2005 10:42 Page 2
EUROPEAN COMMISSION
Directorate-General for Research
Directorate K – Knowledge-based economy and society
Unit-K.4 – Research in the social sciences and humanities
E-mail: rtd-citizen@[Link]
EUROPEAN COMMISSION
EU RESEARCH ON
SOCIAL SCIENCES AND HUMANITIES
Final report
Project HPSE-CT-1999-00010
Funded under the Key Action "Improving the Socio-Economic
Knowledge Base" of FP 5
Directorate-General for Research
Report issued
in October 2003
Edited by
TEPPO KRÖGER
Project Coordinator
University of Tampere
Department of Social Policy and Social Work
33101 Tampere, Finland
Jorma SIPILAE, Teppo Krogër, , Katja Repo, Minna Zechner
Partners:
Centre de Recherches Administratives et Politiques,Rennes, (France)
Claude Martin, Armelle Debroise, Blanche Le Bihan, Antoine Vion
Università degli Study di Firenze (Italy)
Rossana Trifiletti, Alessandro Pratesi, Simonetta Simoni
Instituto de Ciencias Sociais Da Universidade de Lisboa, (Portugal)
Karin Wall, Sónia V. Correia, José São José
University of Kent, at Canterbury, (United Kingdom)
John Baldock, Jan Hadlow, Trine Larsen
The Directorate-General for Research is responsible for implementing EU level policies and activities in view of the
development of the European Research Area. It initiates and implements the necessary Community actions, in par-
ticular the RTD Framework Programmes in terms of research and technological development. It also contributes to
the implementation of the "Lisbon Strategy" regarding employment, competitiveness at international level, economic
reform and social cohesion within the European Union.
The Directorate " Social Sciences and Humanities; Foresight" Directorate K, addresses key societal, economic
and S&T challenges for Europe. It identifies and analyses major trends in relation to these challenges and examines
them in the light of the principal EU strategic objectives and sectoral policies. The overall context for its work is the
transition towards the knowledge based economy and society in Europe.
Within this overall framework, the Directorate provides a policy relevant research based capability executed through
the promotion and management of research activities in the areas of social sciences, humanities and foresight, the
exploitation of their results and its own analyses. In this way, the Directorate offers knowledge for policies (including
RTD policies) while supporting the formulation of policies for knowledge.
[Link]@[Link]
[Link] the database of socio-economic projects funded under the 4th and 5th Framework
Programme.
Freephone number:
00 800 6 7 8 9 10 11
LEGAL NOTICE:
Neither the European Commission nor any person acting on behalf of the Commission is responsible for the use which might be
made of the following information.
The views expressed in this publication are the sole responsibility of the author and do not necessarily reflect the views of the
European Commission.
A great deal of additional information on the European Union is available on the Internet.
It can be accessed through the Europa server ([Link]
Cataloguing data can be found at the end of this publication.
Luxembourg: Office for Official Publications of the European Communities, 2004
ISBN 92-894-8453-5
© European Communities, 2004
Reproduction is authorised provided the source is acknowledged.
Printed in Luxembourg
PRINTED ON WHITE CHLORINE-FREE PAPER
PREFACE
Within the Fifth Framework Programme of the European Union for Research and
Technological Development (RTD), the Key Action "Improving the socio-economic
knowledge base" carried broad and ambitious objectives, namely: to improve our
understanding of the structural changes taking place in European society, to identify
ways of managing these changes and to promote the active involvement of
European citizens in shaping their own futures. A further important aim was to
mobilise the research communities in the social sciences and humanities at the
European level and to provide scientific support to policies at various levels, with
particular attention to EU policy fields.
Since the launch of the Key Action in 1999 more than 1600 research teams from 38
countries have been mobilised. While most important collaborative efforts involve
researchers from EU countries, the participation of accession countries is already
noteworthy with 189 research teams from these countries.
The three Calls for proposals of the Key Action Call "Improving the socio-economic
knowledge base" addressed different but interrelated research themes which
contributed to the objectives outlined above. These themes can be regrouped under
a certain number of areas of major policy relevance, each of which are addressed by
a significant number of projects from a variety of perspectives.
These areas are the following:
iii
The work undertaken by the project “New Kinds of Families, New Kinds of Social
Care” has contributed to the advancement of knowledge on Societal trends and
structural changes.
The insights and information that the reader will obtain in the following pages
constitute the main scientific findings and the associated policy implications of this
research project. This project brought together 5 research teams in a
collaborative endeavour lasting 36 months. The main objectives to be reached by
this project were the following:
- To identify innovative methods for combining family and formal care provision for
young children and older people.
- To describe and explain social care arrangements used by four key family types
most affected by demographic, economic and labour market changes.
- To identify the challenges to existing welfare arrangements as they are perceived
by users, providers, professionals, managers and policy makers from the local to the
European level.
- To identify and analyse the most sustainable and flexible arrangements for social
care in the context of labour market needs and the competitive challenges faced by
European nations.
- To add to existing statistical data on social change and social care in Europe by
providing a more qualitative account of social processes.
- To create a sound basis for the further exploitation of the findings through both
continuing research and direct inputs into policy design and social care practice.
The abstract and executive summary presented in this edition offer to the reader the
opportunity to take a first glance on the main scientific and policy conclusions, before
going into the main body of the research provided in the other chapters of this
report.
As the results of the projects financed under the Key Action ‘Improving the Socio-
economic knowledge base’ become available to the scientific and policy communities,
Priority 7 “Citizens and Governance in a Knowledge Based Society” of the Sixth
Framework Programme of the European Union for Research and Technological
Development (RTD) is building on the progress already made and aims at making a
further contribution to the development of a European Research Area in the social
sciences and the humanities.
I hope readers find the information in this publication both interesting and useful as
well as clear evidence of the importance attached by the European Union in fostering
research in the field of social sciences and the humanities.
iv
TABLE OF CONTENTS
Abstract .............................................................................................................................................2
1. Executive summary ......................................................................................................................3
2. Background and objectives of the project .................................................................................15
3. Scientific description of the project results and methodology ..................................................17
3.1. Research methods and research process of the SOCCARE Project........................................... 17
3.2. State of the art in earlier comparative care research (Workpackage 1) .................................... 20
3.3. Welfare state contexts of care arrangements in the SOCCARE Project countries................... 21
3.3.1. Childcare services and economic benefits in Finland, France, Italy, Portugal and the UK ....................... 23
3.3.2. Long-term care and economic benefits in Finland, France, Italy, Portugal and the UK ............................ 25
3.4. Care arrangements in lone parent families (Workpackage 2) .................................................... 28
3.4.1. Lone parent families in Finland, France, Italy, Portugal and the UK......................................................... 28
3.4.2. National samples of lone parent families.................................................................................................... 30
3.4.3. Main findings of the workpackage ............................................................................................................. 32
3.4.4. Summary of main results ............................................................................................................................ 39
3.5. Care arrangements in dual-career families (Workpackage 3) .................................................... 42
3.5.1. Employment patterns of European working families ................................................................................. 42
3.5.2. The sample of dual-career families from Finland, France, Italy, Portugal and the UK ............................. 44
3.5.3. Main findings of the workpackage ............................................................................................................. 45
3.5.4. Summary of main results ............................................................................................................................ 51
3.6. Care arrangements in immigrant families (Workpackage 4)...................................................... 53
3.6.1. Immigration in Europe: brief overview ...................................................................................................... 54
3.6.2. National samples of immigrant families ..................................................................................................... 57
3.6.3. Main findings of the workpackage ............................................................................................................. 59
3.6.4. Summary of main results ............................................................................................................................ 70
3.7. Care arrangements in “double front carer” families (Workpackage 5)..................................... 72
3.7.1. Multi-generation and “double front carer” families in Europe................................................................... 72
3.7.2. The sample of families with dual care responsibilities............................................................................... 74
3.7.3. Main findings of the workpackage ............................................................................................................. 75
3.7.4. Summary of main results ............................................................................................................................ 84
4. Conclusions and policy implications .........................................................................................87
4.1. Conclusions and policy implications from Workpackage 2......................................................... 87
4.2. Conclusions and policy implications from Workpackage 3......................................................... 88
4.3. Conclusions and policy implications from Workpackage 4......................................................... 91
4.4. Conclusions and policy implications from Workpackage 5......................................................... 93
4.5. Main policy recommendations of the SOCCARE Project ........................................................... 98
5. Dissemination and exploitation of results (Workpackage 6)..................................................101
5.1. Dissemination activities of the project ......................................................................................... 101
5.2. Exploitation of results.................................................................................................................... 107
6. Acknowledgements and references..........................................................................................109
7. Annexes.....................................................................................................................................112
7.1. List of members of the SOCCARE Project Team ...................................................................... 112
7.2. List of deliverables of the SOCCARE Project ............................................................................ 113
7.3. List of publications of the SOCCARE Project............................................................................ 114
1
Abstract
The SOCCARE Project studied social care arrangements of European families in five
different socio-economic and cultural environments that represent the variety of European
welfare states (Finland, France, Italy, Portugal and the UK). It focused on four key family
types that all are heavily affected by the ongoing demographic, socio-economic and
structural changes within European societies: 1) lone parent families, 2) dual-career
families, 3) immigrant families and, 4) “double front carer” families (that have young
children and, at the same time, elderly family members in need of care).
The project interviewed almost 400 European families in detail about their opportunities
and difficulties to make flexible and responsive care arrangements and to combine these
with participation in paid employment. These interviews were made in national languages
by five national research teams. The interview data was analysed mostly at the national
level and reported in national workpackage reports. Moreover, on the basis of the
information available in these national reports (and in synopses of interviews), care
arrangements and their in/flexibilities in that particular family type were compared in the
five European countries. Results of these qualitative comparisons were reported in four
comparative workpackage reports of the project. In addition, the SOCCARE Project
produced a state-of-the-art report on comparative social care research and finally, a final
report. All reports of the SOCCARE Project are freely available at its web site
([Link]
The findings of the project have been thoroughly disseminated and discussed with policy
experts at the local, national and European levels. The final aim of the project has been to
provide a major contribution towards shaping a functioning framework for future policies
on social care in Europe. Accordingly, the SOCCARE Project gave a number of policy
recommendations. A part of these recommendations were based on particular findings
from the workpackages but the main recommendations were based on the evidence from
the whole project. Recommendations were given for policies on formal care, policies on
informal care, labour market policies and other social policies (including housing policies,
immigration policies, social security policies and social work).
According to the final and most general recommendation of the SOCCARE Project, it is
highly necessary that policies do away with strict dichotomies. Citizens of Europe are not
either workers or carers. They are both at the same time. As well, children, disabled people
and older people are not in need of either informal or formal care. Both are essential and
practically always, there is a need to integrate both at the level of everyday family life. To
face the challenges of the future, an integrated policy perspective on work and care is
required in Europe.
The SOCCARE Project was funded by the European Commission, 5th Framework
Programme, Key Action for Socio-Economic Research. It started March 1, 2000 and ended
August 31, 2003. It was co-ordinated by the Department of Social Policy and Social Work,
University of Tampere, Finland. Its main partners were: Jorma Sipilä & Teppo Kröger
(Finland), Claude Martin (France), Rossana Trifiletti (Italy), Karin Wall (Portugal) and
John Baldock (United Kingdom).
2
1. Executive summary
Social care is a universal and familiar phenomenon but its flexible organisation as well as
co-operation between informal communities and formal organisations has been
problematic in all European welfare states. Traditional policies have often been one-
dimensional, emphasising only certain providers and services while excluding or
marginalising others. Due to the ongoing profound changes in European family and
population structures, working patterns and welfare systems, the problems of providing
social care in a flexible and responsive way are becoming even more urgent, forming one
of the major policy questions of Europe in the 21st century: how can policies support
European families so that these will continue to be able to cope with the social care needs
of their members while participating at the same time in paid employment? For European
socio-economic research the question is how to support the shaping of such policies.
This project studies social care arrangements of European families in five different socio-
economic and cultural environments that represent the variety of European welfare states
(Finland, France, Italy, Portugal and the UK). It focuses on four key family types that have
all been heavily affected by the ongoing demographic, socio-economic and structural
changes within European societies. The overarching objective of the research project is to
discover how public policies and social services could more efficiently and responsively
help families to cope with their care responsibilities and to combine these with
employment.
In this project, we have studied four family types facing particular forms of pressure and
stress. These family categories are (1) lone parent families, (2) dual-career families, (3)
immigrant families and (4) “double front carer” families. In these families, skilled
intersectoral and interorganisational co-operation is required to reach satisfactory care
arrangements. The findings were analysed comparatively in close co-operation between
five national research teams.
Social care has often been analysed by dividing the concept into dichotomies between
public and private, professional and non-professional, paid and unpaid care. However, the
everyday reality of care often transcends these dichotomies. Therefore, this project has
been based on an integrated concept of social care. Social care is defined here as the
assistance and surveillance that is provided in order to help children or adults with the
activities of their daily lives. Social care can be paid or unpaid work provided by
professionals or non-professionals, and it can take place within the public as well as the
private sphere. Formal service provision from public, commercial and voluntary
organisations as well as informal care from family members, relatives and others, such as
neighbours and friends, are here included within social care. This broad definition of social
care has been the point of departure for this project.
By its methodology, the SOCCARE Project has been comparatively oriented but it has
also deeply adhered to national contexts. Data have been gathered according to common
interview guides and analysed according to common frames but both of these phases of
research work have been open to necessary national adaptations. Due to their limited size,
national samples of this project could not be made identical or representative. However,
this is not even the idea in qualitative research. The main idea has been to study the
3
interaction of individual social policies and individual families in their national and local
social contexts. Consequently, it has been more important that the samples represent
necessary variation than that all the samples from different countries are identical.
Co-operation has been a very essential characteristic of the SOCCARE Project. Interview
and analysis guides were not ready and waiting at the start of the project but, instead, they
are results from collective processes including thorough mutual discussions and cross-
cultural learning within the multi-national project group. Biannual project meetings have
been the major forums for these discussions.
The co-operative character of the project has been reflected also in its division of
responsibilities. The co-ordinating partner of the project has been responsible for project
co-ordination and management and for the final workpackage but each of the other four
partners has also been responsible for a workpackage. Thus, each partner has on its turn
been co-ordinating the research work of all five partners (Figure 1).
Altogether, almost 400 European families were interviewed in detail about their
opportunities and difficulties to make flexible and responsive care arrangements and to
combine these with participation in paid employment. These interviews were made in
national languages by the five national research teams. Common interview guides for each
family type were applied in order to ensure that each national team received the same
information. These guides included background questions about the situation of the family,
questions about the practicalities of their work and care arrangements and not the least,
questions about their subjective evaluations of the care arrangements.
4
In all workpackages except WP5, the analysis of the interview data was done in two
phases. In the first phase, the data were analysed locally. Each national team analysed the
interviews that they had made themselves. However, this was done according to commonly
agreed frames of analysis. Furthermore, every national team presented their results in
national workpackage reports written in English. In the second phase, the project partner
that was responsible for co-ordinating the workpackage in question used all the
information available in the national workpackage reports to compare care arrangements
and their in/flexibilities in that particular family type in the five European countries. As
well, the workpackage co-ordinator had access to synopses of each interview done in the
five countries. However, in Workpackage 5, the comparative analysis was made on the
basis of the primary data, transcriptions of original interviews.
A literature review of the-state-of-the-art of previous comparative social care research
was included in Workpackage 1. The review found significant gaps in existing knowledge.
Previous comparative studies had focused primarily on publicly provided care services,
much disregarding both privately provided services and informal care. Methodologically,
earlier studies had often been limited to statistical descriptions of national service systems
connected with some conceptual thinking. Developed quantitative research methods had
been rarely used and comparative qualitative studies on social care had been almost non-
existent. The voices of local policy-makers, care workers and, above all, care users and
their family members had been nearly absent from comparative social care research.
For its part, the SOCCARE Project has tried to fill some of these knowledge gaps. The
project has had two interconnected focuses. First, to study what kind of implications do
public social policies have for private family life in different European welfare states and,
second, to study the agency of citizens within the constraints and opportunities provided by
changing family and labour market structures. Findings from these qualitative studies have
been compared between countries, disseminated and discussed with experts and
professionals of social care. SOCCARE has been a project of interdependent equal partners
doing qualitative research together on the everyday care arrangements of European
families.
Formal care service provisions and labour markets have many variable characteristics in
the five project countries. In the discussions of the project team, based on national
literature and knowledge, several significant differences became highlighted. For example,
there are considerable variations in levels of female part-time vs. full-time work, employer
flexibility, access to childcare services, paternal involvement in childcare, availability of
care services for older people and scope of family support (Table 1).
This workpackage of the SOCCARE Project studied work and care arrangements of 127
lone parent families from Finland, France, Italy, Portugal and the UK.
By focusing on childcare arrangements, main trends can be seen in the way people
manage to combine employment and care. Every care arrangement is actually applied to
individually specific conditions within the constraints of existing general labour market
and childcare service structures. These structures may be reinforced by individual
strategies or they may be challenged by the expression of new demands.
5
Table 1. Special characteristics of work and care contexts in Finland, France, Italy,
Portugal and the UK
Finland France Italy Portugal UK
Levels of Full-time Full-time Full-time Full-time Full-time
female full- work: high work: high work: medium work: very high work: medium
time and
Part-time Part-time Part-time Part-time Part-time
part-time
work: very work: low work: low work: very low work: high
work
low
Employer Medium Medium or Variation Low Low
flexibility high between
public and
private
employers
Availability For under- For under- For under- For under- For under-
of childcare school-age school-age school-age school-age school-age
services children: children: children: children: children:
universal universal huge regional medium low (high
variation cost)
For school For school For school For school For school
children: children: children: children: children:
limited high huge regional limited low
variation
Paternal Likely Varied Low Low Varied
participation
in childcare
Availability Limited Standardised Low Low Limited
of care (by needs- but limited (high cost) (by needs-
services for testing) (by needs- testing and
older people and means- high cost)
testing)
Scope of Limited Limited Very high High Limited
family (“the long (not always
support family”) available)
In all countries, most of the lone parents would like to balance work, formal care and
intimate informal care, whatever the organisation of this informal care (individual, in the
family, including or excluding ex-partners, etc.). However, there can not really be seen a
continuing convergence towards a common European model. It seems that decisive
differences remain between the national contexts. The collectivisation and externalisation
of childcare is still higher in Finland and France, whereas community arrangements are
more likely to be structured in Italy, while Portugal seems to be at a turning point. Beyond
the convergence, the British cases have unique characteristics, such as common
experiences of multiple couple life and impoverishment by incurring debts.
Of course, when we speak of national variations with small samples (27 families from
Portugal, 25 from each of the other four countries) having no statistical representativeness
and bringing no real comparability, we only wish to focus on the main issues emerging
from the national samples.
6
Where (mostly in Finland, France and Portugal) full-day work is the norm, it brings long
days in external care for children and often feelings of guilt for lone parents. For these
parents, flexibility of work may be by its character as well family-unfriendly as family-
friendly. The higher the qualifications and incomes, the more family-friendly the flexibility
of work seems to become. When low-paid jobs are concerned, flexibility has most often a
family-unfriendly character. In these cases, flexibility meant unsocial and atypical working
hours and it actually acted as a hindrance to lone parents’ access to work. In these
situations, the equation often makes lone parents to reduce their working hours in order to
avoid high service fees. This was a very common observation in our data.
Thus, for all lone parents whose qualifications and incomes are lower than the average,
formal support at a low price and/or informal support are decisive resources for accessing
work. The fact that none of the Finnish lone parents interviewed had real part-time jobs is
very significant, and deeply contrasts with the British situation. The importance of formal
resources emerges out of many care arrangements.
The significant involvement of close family members in daily childcare arrangements has
its advantages and disadvantages. The advantages are linked to the fact that these
arrangements are generally stable and inexpensive. In addition to the major contribution
from grandparents, many lone parents see advantages also in having their ex-partners to
take part in daily childcare arrangements, both in emotional terms for the children and in
practical terms for themselves. The disadvantages raise from the resulting dependence that
makes the lone parents feel obliged to “justify their lives” to the support providers. For the
same reason, there are some feelings of a lack of privacy. These feelings are stronger for
young lone mothers who still live in their family home.
The main element of convergence in the national samples is the numeric importance of
varied arrangements. This means that the majority of working lone parents balance work
and care by combining several sources of formal and informal care. Within this varied
type, we observed that income differences heavily influence the form of the arrangements.
For the majority of lone parents, filling gaps in the work schedules means combining
extensive formal support with segments of informal support. In addition to this, we may
observe that this form of care arrangement is marked by considerable variations concerning
the involvement of ex-partners.
When we compare family support, we find large contrasts between the Southern and the
Northern samples. In Portugal and Italy, family solidarity tends to allow lone mothers to
obtain work, even though this often means low-qualified and low-paid jobs. Also in the
other three countries, geographical proximity brings increased family support but,
however, it seems to be considerably more limited than in Portugal and Italy. In Finland,
France and the UK, other family members, most often maternal grandparents, may collect
the children at the end of day-care or school or extra-school activities in order to fill a gap
between the end time of the formal provision and the return time of the lone parent.
However, they seem not to be involved in the kind of family routines that are characteristic
of Italian families. Thus, people from the Southern countries seem less likely to be isolated
from family networks. On the other hand, they often feel indebted to their family.
Conversely, in countries where formal support is high, feelings of debt are not so usual but
contacts with family members may be sparse.
In terms of causality, it is hard to say whether family support is higher in the Southern
countries because of the lack of formal support, or vice versa. Nevertheless, there were
some lone mothers in the Italian sample that had moved closer to their family members,
due to the lack of formal support. In these cases, family care was not so much a preference
but the only real alternative.
7
Care arrangements in dual-career families (Workpackage 3)
This workpackage of the SOCCARE Project studied work and care arrangements of dual-
career families in Finland, France, Italy, Portugal and the UK. The sample of this
workpackage includes 124 families where both partners are in paid work or studying full-
time and are responsible for the care of children aged 12 or less and/or older people
needing regular assistance. Full-time employment and study is defined here as 30 hours a
week or more. In this research, we concentrated on couples where both partners work full-
time in positions that require particular commitment and time-use, as it is these families
that are especially posed to the challenge of combining their care and work responsibilities.
This was a quota sample, not a representative random cross section. It was designed to
capture a range of particular care + work arrangements. In all cases these families
consisted of a man and woman couple where both partners were pursuing careers.
These families have exceptionally busy, and often complex, work-plus-care schedules.
Many are in the middle of high skill careers and at the same time they are major producers
of childcare and care for older people.
Our interviews did not reveal people who had a quality of life they were particularly
content with. They did not complain greatly but they presented themselves as people who
were getting by, doing the best they can, and often looking forward to when this difficult
stage in their lives would end.
The work-plus-care strategies of these families are rarely static but in transition as
children grow older and older people grow frailer.
The key factor that allows the combination of paid work and care responsibilities is some
flexibility in employment timetables or care timetables or both. This may come from
flexible working hours, an employer tolerant of caring responsibilities, care services that
operate beyond working hours or wider family and support networks that are flexible.
There is a key distinction between those families where the flexibility comes from one
source (for example, from time-flexible care provided by a grandmother or by a public
service such as a nursery, school or home care service) and those where the flexibility
comes from a wider range of sources (for example, from working hours and paid helpers
and friends). We have defined single source flexibility as “uniflex solutions” and multi
source flexibility as “multiflex solutions”.
Uniflex solutions are generally more robust than multiflex solutions but not always so, as
the single key source can be withdrawn.
Families in similar circumstances (in terms of work and care responsibilities) may
respond with very different care-plus-work strategies. There is no majority response.
The social policy and social service environment provided by a particular country and
locality appear less important than the preferences, values and ideologies of the families
themselves.
The gender balance in terms of care organisation and care tasks between the dual career
couple is critical to the kind of work-plus-care strategy that can be followed.
Access to public and private transport is also a critical factor in determining work-plus-
care strategies. Use of non-family care services very often requires transporting children or
travelling to older people’s homes.
The single most important constraint faced by the families is limited opening hours by
nurseries and schools and limited service hours from home-care services and day-centres.
8
Except amongst the poorest families, issues of cost of services are rarely a core issue.
These are couples who have chosen dual-careers and income rather than time.
EU directives on working hours and leave for caring responsibilities are often not used by
respondents. Many worked more than 48 hours a week.
The most effective way of assisting these families would be an infrastructure of childcare
services and care services for older people that could be used flexibly in terms of hours and
forms of assistance. It appears inefficient that these, often highly skilled, workers have to
adjust their labour market participation, or even leave the labour market, because of the
inflexibility of routine public services.
The main aim of this workpackage of the SOCCARE Project was to analyse how
immigrant families organise care for young children and elderly persons and also to
identify the specific constraints and problems they face when combining their work with
caring responsibilities.
The findings of the workpackage show a great diversity of caring strategies. We can
divide them into five main types: (1) extensive delegation, (2) mother-centredness, (3)
negotiation inside the family, (4) father-centredness and (5) leaving children alone. The
two first types were predominant in our sample while the other ones emerged in certain
types of immigrant families.
Results from the five countries also allow us to distinguish several migration patterns: (1)
mixed marriage migration, (2) student and/or qualified professional migration, (3) asylum
seeker migration, (4) labour migration and (5) returning migration. An important finding is
that certain types of migration patterns seem to be associated with certain types of caring
strategies.
In the unskilled labour migration pattern, the work/family life balance and caring
strategies are based either on low cost extensive delegation and leaving children alone or
on individual solutions and mother-centredness (the mother cutting her working hours). On
the other hand, the work/family life balance in skilled professional migration puts the
emphasis on medium/high cost extensive delegation (formal services and live-in helpers)
and mother support (centred on the mother but she does not cut her working hours). In the
student migration pattern (in which both members of the couple are currently
studying/working and belong to the same ethnic group), the balance between work and
family life is achieved through extensive formal delegation and in some cases through
shared parental and familial care. Instead, the mother-centredness strategy is predominant
in mixed marriage migration. Finally, the work/family life balance in asylum seeker
migration is rather similar to unskilled labour migration.
In summary, like other families, immigrant families who care for young children and/or
elderly family members face constraints in terms of financial resources, availability of care
services, work timetables, marital negotiation of gender roles and support networks. Our
previous workpackages have shown that all families have to deal with these factors but for
immigrant families, the migration pattern and the experience of immigration, as well as the
family and societal context in which it takes place, have a strong impact on caring
responsibilities and solutions.
Another issue is to discuss how policies might alleviate the pressures that immigrant
families experience when they try to manage work and family simultaneously. As foreign
people continue to immigrate into the European countries, policy-makers often ask whether
9
existing policies are successful in “integrating” migrant families. However, they rarely
question whether policies are successfully supporting the duality of work/family
obligations of immigrant families and whether more could be done in this respect. The
effects of work/family problems on the lives of second generation immigrant families are
also rarely questioned.
The qualitative study of this workpackage allows us to understand some of the problems
and dissatisfactions experienced by immigrant families. The following problems were
found essential: (1) the absence of sufficient collective structures (even if the coverage of
care provision varies significantly between the countries, our interviews showed that in all
five countries the most vulnerable immigrant families — unskilled labour migrant families,
lone parent families and refugee families — experience the most significant problems); (2)
the absence of accessible information on care provisions in the receiving country; and (3)
social and cultural integration difficulties of immigrant families, in particular of unskilled
labour migrant and asylum seeker families, especially during the first years after arrival in
the host country (language barriers, housing problems, low paid and atypical working
hours, social isolation, discrimination in the labour and housing markets and in school).
10
All the three types of networks exhibit connections with professional and non-
professional services. The range of professionally provided services is vast, ranging from
less intensive health related services and home services to “total assistance”, such as
nursing homes or assisted living centres, where the elderly person has around-the-clock
access to help.
Families in Finland, France and the UK use most often combinations of informal care
and publicly provided formal care. Only Portuguese and Italian families use mostly third
sector and private care facilities. On the other hand, the informal non-professional paid
sector is wide and varied in Italy, France and Portugal, offering a range of types of
assistance. Some types of this non-professional care are light and temporary but others
entail daily or weekly assistance with housework, bathing and personal hygiene. In some
occasions carers of the latter type even live with the elderly person, providing around-the-
clock services in exchange for room, board, and a small amount of money. These workers
are usually women, and in Italy and Portugal they are typically immigrants coming from
outside of the European Union. Their working conditions are often inadequate. However,
for the Italian and Portuguese families, this solution is less expensive than an intensive
formal home care service or a residential home.
In any case, there are marked differences between Italy, Portugal and France in the
relationship between families and paid services. In the former two countries, private
assistance, especially for the elderly, is used to substitute for public services. In France, it
is used only to complement public services. In contrast to these countries, in Finland and
Britain where access to formal services is easier and care provisions are more generous,
non-professional extra-family care work is mainly provided by volunteers, usually free of
charge. However, its coverage is limited.
Concerning the general organisation and control of the care arrangement, the family and,
in particular, the main caregiver remains everywhere the most important resource. It is s/he
who, even in the richer and more co-operative networks, assures the co-ordination of the
various activities. However, if too scarce help — or none at all — is available to her/him
from the outside, this fundamental resource tends to become quickly exhausted. From this
point of view, formal and informal services need to be combined in a complementary way.
In conclusion, the need to think in terms of an integrated system or network of care,
compatible with paid employment, emerges ever more clearly from the words of our
participants. By thinking about the networks between families and services as an integrated
network of care, we are able to depart from a logic that envisages either total delegation of
care or the myth of specialisation. In the first case, the asymmetry of the relations is in
favour of services that have the power to “govern” the network. In the second case,
according to the model of health services, services deal with only small components of the
user’s needs without examining how they affect the bigger picture. Indeed, the growing use
of non-professional services in many countries, whether paid or voluntary, can be
interpreted not only as a strategy to meet an unsatisfied need but also as an effort to find
more flexible and personalised solutions. Such solutions, above all, leave the
“government” of the care for family members to the family itself.
11
Main policy recommendations of the SOCCARE Project
12
support services like domiciliary care but these must be adjusted to the needs and
preferences of both, the care-givers and the care-receivers.
• In order to make a sequential combination of work and care possible, care leaves need
to be available to employees. In practice, only a small minority can use an unpaid care
leave. As a consequence, financial compensation schemes for the loss of income are
necessary. In this respect, family members of older people are in all EU Member States
clearly disadvantaged compared with parents of young children. Carers of older and
disabled people are in most need of policy extensions in this respect but in several
Member States, parental leave and benefit schemes are not adequately developed,
either.
13
ensured. As well, in order to achieve a better gender balance in caring, the participation
of men needs increasingly to be supported by social security policies.
• In our study we saw that general immigration policies have significant consequences
for care arrangements of families in Europe. Families become very vulnerable when
they are isolated from their original social networks. Consequently, immigration
policies should support these networks, not negate them. In particular, family
reunification should include elderly and disabled family members. General integration
problems make the everyday lives of many immigrant families difficult and these
problems need to be addressed with determined policies. Immigrant families can not
properly organise care for their members if they are continuously discriminated against
in labour markets and public services.
• Social work has traditionally been concerned with the material conditions of families,
domestic violence, mental and substance abuse problems. However, it should be noted
that the lack of care is a social problem as serious as the lack of income. As a
consequence, social work should develop its professional practices and increasingly
focus on supporting families in forging well-functioning care arrangements. On the
other hand, health care tends to medicalise and individualise older and disabled
people’s problems. The contribution of social work is needed to balance the situation
and bring forward the everyday life level and the care networks of these people.
Finally, we want to emphasise that it is highly necessary that policies do away with strict
dichotomies. Citizens of Europe are not either workers or carers. They are both at the same
time. As well, children, disabled people and older people are not in need of either informal
or formal care. Both are essential and practically always, there is a need to integrate both at
the level of everyday family life. To face the challenges of the future, an integrated policy
perspective on work and care is required in Europe.
14
2. Background and objectives of the project
Social care is a universal and familiar phenomenon but its flexible organisation as well as
co-operation between informal communities and formal organisations has been
problematic in all European welfare states. Traditional policies have often been one-
dimensional, emphasising only certain providers and services while excluding or
marginalising others. Due to the ongoing profound changes in European family and
population structures, working patterns and welfare systems, the problems of providing
social care in a flexible and responsive way are becoming even more urgent, forming one
of the major policy questions of Europe in the 21st century: how can policies support
European families so that these will continue to be able to cope with the social care needs
of their members while participating at the same time in paid employment? For European
socio-economic research the question is how to support the shaping of such policies.
This project studies social care arrangements of European families in five different socio-
economic and cultural environments. It focuses on four key family types that have all been
heavily affected by the ongoing demographic, socio-economic and structural changes
within European societies. The overarching objective of the research project is to discover
how public policies and social services could more efficiently and responsively help
families to cope with their care responsibilities and to combine these with employment.
More detailed objectives of the project are:
• to describe and explain social care arrangements used by four key family types most
affected by demographic, economic and labour market changes,
• to identify innovative methods for combining family and formal care provision for
young children and older people,
• to identify the challenges to existing welfare arrangements as they are perceived by
users, providers, professionals, managers and policy makers from the local to the European
level,
• to identify and analyse the most sustainable and flexible arrangements for social care
in the context of labour market needs and the competitive challenges faced by European
nations,
• to add to existing statistical data on social change and social care in Europe by
providing a more qualitative account of social processes,
• to create a sound basis for the further exploitation of the findings through both
continuing research and direct inputs into policy design and social care practice.
In this project, we have studied four family types facing particular forms of pressure and
stress. These family categories are (1) lone parent families, (2) dual-career families, (3)
immigrant families and (4) “double front carer” families. In these families, skilled
intersectoral and interorganisational co-operation is required to reach satisfactory care
arrangements. This study took place in five different environments that represent the
variety of European welfare states (Finland, France, Italy, Portugal and the UK). The
findings were analysed comparatively in close co-operation between five national research
teams.
Securing social care for all citizens and under all conditions is inherent in the social
objectives and cultural values specific to Europe. Ways need to be found to sustain this
15
European commitment in the face of international economic competition. This research
project aimed at finding ways in which such policy-making that combines needs, resources
and motivations in new and more adequate ways could take place. The changes of social
care in Europe have implications that are local, regional, national and international. We
have focused on how European families and their formal environments may co-operate and
combine their resources in order to construct social care in innovative and flexible ways.
The barriers that prevent successful solutions have also been examined.
We have analysed these issues primarily from the perspective of the families. However,
research results of this project have been thoroughly discussed with end-users, first with
social care experts at the local level, and then with an International Expert Group that
represented different user groups from all the current 15 EU Member States. Furthermore,
the findings have been discussed in two Dialogue Workshops organised by the European
Commission and in the Final Dissemination Conference, organised by the SOCCARE
Project. Thus, a constant dialogue with experts from the different levels has been
embedded in the work of the project. The final aim of the project is to provide a major
contribution towards shaping a functioning framework for future policies on social care in
Europe.
16
3. Scientific description of the project results and methodology
Social care has often been analysed by dividing the concept into dichotomies between
public and private, professional and non-professional, paid and unpaid care. However, the
everyday reality of care often transcends these dichotomies (Daly & Lewis 1998 & 2000).
Therefore, this project has been based on an integrated concept of social care. Social care
is defined here as the assistance and surveillance that is provided in order to help children
or adults with the activities of their daily lives. Social care can be paid or unpaid work
provided by professionals or non-professionals, and it can take place within the public as
well as the private sphere (Kröger 2001, 4). Formal service provision from public,
commercial and voluntary organisations as well as informal care from family members,
relatives and others, such as neighbours and friends, are here included within social care.
This broad definition of social care has been the point of departure for this project.
Like Evers (1994, 18), our project looks forward to “policies and processes which aim at
a better interaction of a plurality of different sectors and actors”. The SOCCARE Project
has been looking at all kinds of informal and formal care that are used by families in the
five project countries. The aim has expressly been to study the opportunities and
difficulties of family members to combine support from different sectors in a responsive
and flexible way. Such a research task requires a detailed analysis of the situation of
individual families in different European welfare state contexts. Qualitative methods were
weighed to be best suited for this purpose ― instead of using aggregate data detached from
cultural meanings. The desire of earlier qualitative comparisons has precisely been to try to
understand welfare regimes “from the bottom up”, to study how private lives interact with
public issues and policies (Ungerson 1996; Freeman et al. 1999). For example, the
SOSTRIS Project from the TSER programme emphasised that individualised methods of
comparative study are needed if the causal processes and individual implications of social
exclusion are to be explored in European social research (Chamberlayne & Rustin 1999).
Björnberg (1992, 2) has made a difference between “comparative research” and “co-
operative research”. According to her, “comparative research” aims at presenting strict
comparisons on parameters of a research problem whereas “co-operative research” aims
primarily to provide opportunities for exchange of research experiences. On the other hand,
Millar and Warman (1996, 51-52) have presented two extreme alternatives for comparative
data collection. At the one end is “questionnaire approach” where all national contributors
are expected to find answers to the exactly same detailed questions. The other extreme is
setting only the topic, and perhaps a broad framework, to be studied freely by national
contributors. The first option aims at full comparability whereas in the second option any
direct comparability is almost accidental. However, the first approach, unlike the second
one, risks losing the national context.
The methodology of the SOCCARE Project has been situated between the extreme
alternatives of these both dichotomies. By its basic character, the project has been
comparatively oriented but it has also deeply adhered to national contexts. Data have been
gathered according to common interview guides and analysed according to common
frames but both of these phases of research work have been open to necessary national
adaptations. Due to their limited size, national samples of this project could not be made
identical or representative. However, this is not even the idea in qualitative research. The
17
main idea has been to study the interaction of individual social policies and individual
families in their national and local social contexts. Consequently, it has been more
important that the samples represent necessary variation than that all the samples from
different countries are identical.
Co-operation has been a very essential characteristic of the SOCCARE Project. Interview
and analysis guides were not ready and waiting at the start of the project but, instead, they
are results from collective processes including thorough mutual discussions and cross-
cultural learning within the multi-national project group. Biannual project meetings have
been the major forums for these discussions and ― occasionally ― debates.
The co-operative character of the project has been reflected also in its division of
responsibilities. The co-ordinating partner of the project has been responsible for project
co-ordination and management and for the final workpackage but each of the other four
partners has also been responsible for a workpackage. Thus, each partner has on its turn
been co-ordinating the research work of all five partners (Figure 1).
In practice, the national samples of lone parent families, dual-career families, immigrant
families and “double front carer” families were gathered according to specific criteria,
proposed by the partner responsible for the workpackage and discussed together. The
interviewed families were found using several different sources in order to increase the
18
variation of situations. The first three samples are separate, each including (about) 25
families from each country. Instead, the fourth one (of “double front carer” families) was
mostly found within the other three samples. Altogether, almost 400 European families
were interviewed in detail about their opportunities and difficulties to make flexible and
responsive care arrangements and to combine these with participation in paid employment.
These interviews were made in national languages by the five national research teams.
Common interview guides for each family type were applied in order to ensure that each
national team received the same information. These guides included background questions
about the situation of the family, questions about the practicalities of their work and care
arrangements and not the least, questions about their subjective evaluations of the care
arrangements.
The analysis of the interview data was done workpackage by workpackage in two phases
(except in WP5, see below). In the first phase, interview data were analysed locally. Each
national team analysed the interviews that they had made themselves. However, this was
done according to commonly agreed frames of analysis. Furthermore, every national team
presented their results in national workpackage reports written in English. In addition to
results of the qualitative analysis of the interviews, national reports included quantitative
and other basic information about the national characteristics and situation of the family
type under study. This information provided a context for the comparative interpretation of
the national interview data.
In the second phase, the project partner that was responsible for co-ordinating the
workpackage in question used all the information available in the national workpackage
reports to compare care arrangements and their in/flexibilities in that particular family type
in the five European countries. As well, the workpackage co-ordinator had access to
synopses of each interview done in the five countries. These synopses, 1-2 pages each,
were written in English. After that, the responsible national team presented their
comparative findings to the whole project group to be discussed and commented. Taking
into account the comments from the other partners, the responsible partner then wrote the
comparative workpackage report.
The research project has been realised according to the original research plan written in
1999, with two exceptions. The first exception concerns the timetable of the project. It
proved out that it was not possible to conclude all the planned workpackages at the planned
analytical level in the planned timetable. Therefore, we applied an extension period of 6
months to complement the 36 original project months. The Commission granted this
extension.
The second exception concerns Workpackage 5. In our original research plan, we
identified four emerging family types that probably face an overload of caring problems
and general difficulties in organising daily life. Along with lone-parent families, multi-
career families and families who had recently emigrated from another country, we thought
that four-generation families that are increasing due to the ageing of the population would
face the same kinds of pressures. With four-generation families we understood families
who have four generations alive but who do not necessarily live together.
However, following cross-country comparisons within the first three empirical
workpackages, we came to the conclusion that four-generation families do not pose a
particular care problem. On the contrary, the richer informal resources that are included in
the larger number of generations seemed to act as a kind of a buffer against particular
strain in organising care. Instead, we found out that many three-generation families were in
a very difficult situation when the middle-generation was expected to provide care to their
young children and to their old parents at the same time.
19
To get more information and a better understanding of this phenomenon, the project
decided to refocus its last empirical workpackage. Project partners decided, after a
consultation with the responsible Scientific Officer of the Commission, to concentrate the
main part of empirical work in this workpackage on these “double front carer” families.
This reorientation process is described in more detail in chapter 3.7. of this report. In this
last empirical workpackage, we also wished to take in use an analytical strategy different
from the previous workpackages. Whereas the most part of the empirical analysis in the
other workpackages was done at the national level in a decentralised way, here we wished
to do the analysis of the data in a centralised way. In this case, the national team
responsible for the workpackage had access to the primary interview data, not only to
secondary sources like synopses and national reports.
In all, the SOCCARE Project has had two interconnected focuses. First, to study what
kind of implications do public social policies have for private family life in different
European welfare states and, second, to study the agency of citizens within the constraints
and opportunities provided by changing family and labour market structures. Findings
from these qualitative studies have been compared between countries, disseminated and
discussed with experts and professionals of social care. All this has been done in a co-
operative manner so that each national partner has needed the contribution of all the others
in order to accomplish its own responsibilities. SOCCARE has thus been a project of
interdependent equal partners doing qualitative research together on the everyday care
arrangements of European families.
A review of the existing state of knowledge in comparative social care research was
included within this workpackage. The literature review covered comparative studies of
two major areas of social care, childcare and care for older people. Additionally,
comparative research on issues of family, gender and work were looked into as these have
direct connections with social care.
Concerning comparative research on childcare, basic information about provision levels
is now available even though the comparability and the coverage of the data are partly
insufficient. However, the main features of national childcare systems in Europe are well
known. Comparisons have found clear differences between models focusing either on early
education or on social care for children. On the other hand, several reports show a general
convergence towards universal provisions for over-3-year-old children in Europe. At the
same time, in many European countries there is a constant and remarkable shortage of
services for under-3-year-old children.
Care services for older people have been compared intensively especially during the
1990s. Deinstitutionalisation and community care are commonly adopted policy
preferences all over Europe but individual countries still have very distinctive provisions.
Many Northern European countries are decreasing their provision of institutional care,
whereas several Southern European countries are still constructing the required basic
network of residential services. Also domiciliary care provisions differ largely between
European nations. Support to informal care has become an important policy issue
everywhere. In all, despite the lack of fully reliable detailed data, it has been observed that
even though European nations are facing similar pressures in care for older people
(population ageing, funding limitations, excessive reliance on informal family care etc.),
their responses are dissimilar, reflecting national institutional and cultural traditions.
20
Also family structures are partly converging but still very diverse in different European
countries. Concerning the cultural assumptions about the obligations of families, especially
Scandinavia and Southern European countries are apart from each other. A European
consensus on family policies has been difficult to find due to significant differences
between national approaches to family policy. For example, France has had a very explicit
family policy whereas Britain has applied a non-interventionist approach.
It was feminist social policy scholarship that finally brought social care policies into
comparative welfare state research on equal standing with social security policies. Gender-
sensitive research has shown the inadequacy of the previous mainstream comparisons that
ignored the unequal relationships of women and men with European welfare states.
Findings from comparative care research have remodelled previous welfare state
typologies.
Recently, it has become widely recognised that social care policies affect considerably
the opportunities of women and men to participate in paid work. Where they exist, flexible
care services are a major support for the reconciliation of work and family responsibilities.
In order to promote participation in paid labour, these services need to be generally
available and affordable. The connection between childcare and mothers’ employment has
been known for a longer time but now also the effects of social care services to the position
of working fathers as well as to the position of working carers of older and disabled people
have been placed under comparative study.
Nevertheless, there still remain significant gaps in comparative social care research.
Previous comparative studies have focused primarily on publicly provided care services,
much disregarding both privately provided services and informal care. Methodologically,
earlier studies have often been limited to statistical descriptions of national service systems
connected with some conceptual thinking. Developed quantitative research methods have
been rarely used and comparative qualitative studies on social care have been almost non-
existent. The voices of local policy-makers, care workers and, above all, care users and
their family members have been nearly absent from comparative social care research.
For more details of the state-of-the-art review, see SOCCARE Project Report 1.
Formal care service provisions and labour markets have many variable characteristics in
the five project countries. In the discussions of the project team, based on national
literature and knowledge, several significant differences have become highlighted. For
example, there are considerable variations in levels of female part-time vs. full-time work,
employer flexibility, access to childcare services, paternal involvement in childcare,
availability of care services and cash benefits for older people and scope of family support
(Table 1). In this chapter, some of these country-specific issues are discussed.
However, we want to emphasise that the SOCCARE Project does not actually study these
variations between countries. Instead, the project analyses the care arrangements of
families in the five countries. For example, we have found that specific kinds of families
from different countries may have more in common with each other than with their next
door neighbours. On the other hand, families facing apparently similar problems and
constraints nonetheless often choose very different strategies to deal with them. In any
case, care arrangements of families are not constructed in a social void but they are instead
21
deeply influenced by their labour market and welfare state contexts. This is the reason why
also here, few pages are used to brief descriptions of these national contexts. A care
arrangement of a family cannot be fully understood without knowing the social context
where it raises from.
Table 1. Special characteristics of work and care contexts in Finland, France, Italy,
Portugal and the UK
22
3.3.1. Childcare services and economic benefits in Finland, France, Italy,
Portugal and the UK
Access to non-family childcare varies tremendously between the five countries.
In Finland, local authority day-care services have been a universal social right for all
under-school age children from 1996. However, if the parents wish instead to use private
childcare services, they are supported by an economic benefit from the social security
authorities (and, in several cities, by a supplement from the local authority). Furthermore
— after the earnings-related maternal and parental care benefits for the first 10 months of a
child’s life — parents have a right to a flat-rate childcare benefit together with a right for a
leave from work until the child becomes 3 years old. However, this Child Home Care
Allowance is now, after severe cuts implemented in 1996, so low that many parents, lone
parents in particular, can not afford to stay at home for the whole 3 years.
Local authority day care services are operated under social welfare administration and
they have two main forms: day-care centres and municipal childminding. Day-care centres
are focused on early education for 3-6-year-olds but many of them take in as young as one-
year-old children. Municipal childminding is a service where local authorities employ a
childminder who works at her — 99 % of municipal child-minders are women — home,
caring for 4-5 under-school-age children, sometimes including her own children. Children
cared by municipal childminders are often younger than those cared in day-care centres.
Day-care centres are usually open from 7.00 to 17.00 but some are open until 19.00 and
there are even a few 24-hour facilities. Privately organised day care services are still rather
limited in Finland.
Despite of the universal right to day-care, three quarters of Finnish children under the age
of 3 were cared at home in 1998. Furthermore, a third of 3-6-year-old children were not
cared in day-care centres or by local authority childminders (Kröger & Anttonen & Sipilä
2003). However, the situation of 6-year-olds changed in 2000 when they were offered
universal free-of-charge half-day pre-school. It can be organised either in a day-care centre
or in a school. This pre-school service is now used by over 90% of the 6-year-olds.
School is started at the age of 7 in Finland. Children aged 7–9 years usually spend only
four hours a day at school (from 8/9 to 12/13 o’clock). School and pre-school services
including warm meals are free of charge but for local authority day care services, families
are obliged to pay a fee that is related to their incomes. Many low-income families are
exempted from the fee but parents with high incomes must pay the maximum fee that in
2003 is 200 €€ per child per month.
The high labour market participation rate of mothers in France is usually explained by
the extensive public services devoted to young children. All parents have access to the
quasi-free of charge pre-elementary school (école maternelle), even for two-year-old
children. Families are expected to pay an income-related fee only for the lunches. In 1998,
100% of 3- to 5-year-old children and as many as 35% of two-year-olds were in this pre-
elementary school. The French situation is good in that sense, compared to other European
countries, even if many needs are still not covered, particularly during atypical working
hours. French children under three may be looked after at their home by a babysitter, in a
crèche or at a childminders’ home (Martin, Math & Renaudet 1998). Most day-care
facilities for children are open 8.00–17.00. Schools are usually open 8.00–16.30 but for a
small fee, after-school care is generally available until 18.30.
The provision of care for very young children is more limited in Italy, Portugal and the
UK. In Britain, public provision by local authorities is limited to pre-school education for
4-year-olds and selected nursery provision by social services for families with special
needs – usually social rather than financial. Children start primary school in the UK during
23
the year in which they turn 5. For the most part of families with small children, there is a
lack of accessible and affordable childcare of acceptable quality. Only 60% of 3-5-year-
olds attend some sort of nursery care (mostly only part-time) and only 5% of those under 3
years. In the UK, public and private day nurseries are usually open 7.30–18.00, whereas
nursery schools are usually open 9.00–15.00 and play schools only between 9.00 and
12.00.
British governments have followed a market-based approach to the provision of childcare
services. State intervention, where it has taken place at all, has mainly been aimed at
providing incentives to suppliers or subsidising the purchase of private provision. As a
result, access to formal childcare is largely income dependent in the UK. Most formal pre-
school and out-of-school-hours childcare services are provided by the private sector or, to a
more limited extent, by the voluntary sector. Childcare is therefore expensive and
particularly unavailable to families with low incomes. According to a study by the Daycare
Trust, the average cost of a nursery place (five days a week 8am-6pm) in 2001 was £395
(about 590 €€) a month in the Northeast of the UK and £586 (about 870 €€) in inner London.
Childminders cost about 590 €€ per month (720 €€ in London).
Since 1998 the Labour government has designed and implemented several “New Deal”
policies like the Working Families Tax Credit to reduce disincentives to enter the labour
market but these may not be sufficient unless access to childcare is improved. However,
the introduction of the Child Care Tax Credits for Working Families (CCTC) in April 2000
may have partly helped low income families. It is available to parents who work at least 16
hours a week and have incomes below set thresholds that are rather low. The money can be
used to pay for registered childminders, nurseries and play schemes, but not for non-
registered childcare by relatives and neighbours. The maximum value is 105 €€ a week for
one child and 158 €€ per week for two children. CCTC pays at the maximum 70% of actual
childcare costs.
Nevertheless, due mainly to economic reasons, parents in the UK still tend to rely more
on relatives and informal childminding than do French or Finnish families. In particular,
working lone parents mostly either fit work timetables round available (unpaid or
unofficially paid) informal care from family members, friends and neighbours.
It is inappropriate to talk about childcare policies at a national level in Italy. The
variations are so significant between the regions and localities that it is necessary to look
only at the localities in which the inquiry was realised. The Italian national samples have
been mostly gathered from the regions of Florence and Bologna but some of WP3 and
WP4 interviews were made in the Veneto region, as well. Even though all of these three
regions belong to the Northern Italy, they show a profound disparity in their development
of their social and educational services. The differences would still be drastically larger
between the North and the South of Italy.
Bologna, city of education par excellence, is equipped with crèches and other flexible
services for early infancy that reach 24 percent of under-3-year-olds, while in Florence the
figure is less than 10 percent and the quality of the services is inferior. The national
average is only 6%. Concerning nursery schools for 3-to-6-year-olds, while their coverage
is similar (over 90%) in the two cities, they are however more community- rather than
state-managed in Bologna, a fact that usually indicates both a greater care and a greater
integration of the system of services for infancy. There is also the same kind of difference
in the availability of full-time school classes. Between the two cities, there is thus a major
difference in their capacities to take into account the problems of families with children in
non-traditional terms. Also the third region where part of the Italian data has been
gathered, the Veneto region, has its unique characteristics. As a result, the Italian data is
influenced by these regional variations.
24
Italian public nursery schools for children 3–6 years are usually open 8.30–16.30.
Crèches for 0–3-year-old children are, in principle, open 7.30–17.00/18.00 hours but, as
said, local variation is huge and the services available often bear no relation to national
policy. Italian schooldays often end at 12.30 or 13.30 and in any case many children go
home for lunch.
In Portugal, the levels of formal childcare provision have grown steadily over the last
fifteen years and this has brought the country somewhat closer to other European countries.
In 1994/95, 55% of the three-to-five age group were in pre-school education (compared to
29% in 1985/86), and by 1998/99 this had risen to 65%.
Formal childcare policies have in Portugal mostly focused on pre-school education for
the over-three-year-olds. Particularly in the 1970s and the 1980s, childcare was primarily
seen from the point of view of the child’s educational career rather than from the point of
promoting the reconciliation of work and family life. However, during the 1990s there was
considerable development in the “social component” of childcare in Portugal.
The responsibility for providing services for children below age three is mainly in the
hands of licensed and unlicensed childminders and of the third sector that receives state
support from the Ministry of Labour and Solidarity (in particular, non-profit social
solidarity institutions and establishments belonging to the Misericórdias). Public day-care
centres in Portugal are open 9.00–15.30, but they are usually closed for 2 hours during the
lunchtime. Private and voluntary day-care centres are open 10–12 hours a day.
Six is the official age for starting full-time education and in the late 1980s the universal
and free compulsory schooling was extended from six to nine years. It includes three
“cycles”. During the first four years, school hours are usually from 8.30 or 9 am to 15.30
— but many children may have school either in the morning or in the afternoon due to the
fact that schools may have two separate shifts in order to fit in more pupils. In the second
and the third cycle, timetables may vary, with classes starting at different times in the
morning and with some gaps in classes during the day. This is a frequent problem for
families with children and in this respect, private schools are advantaged, providing
children a regular school timetable and other activities after school.
One solution for families is to use publicly supported leisure time centres (ATL) that are
provided by local authorities or non-profit social organisations and that charge a means-
tested fee. Some of them even provide transport facilities to fetch the children from school.
However, even though the provision of ATLs is expanding, it is still insufficient. Many
children do not have access to this type of facility nor informal care but are left by
themselves for many hours.
In practice, after-school and school holiday facilities are limited in all of the five
countries. More details about childcare services and family benefits in these countries are
available in the national WP2 reports on lone parent families.
3.3.2. Long-term care and economic benefits in Finland, France, Italy, Portugal
and the UK
The provision of benefits and services that support care for older people varies widely
across the five countries, as well. However, the main policy goal everywhere is that older
people should be able stay in their own home for as long as possible. Another similarity is
that according to a recent survey, despite differences in national welfare policy and
provision, the level of informal care across the European countries was found to be similar.
Around 6% of citizens seem to carry out daily care for older people in most EU Member
States (European Commission 2000). Women are likely to be informal carers of both
25
groups, children and elderly people, but men are more likely to be involved in childcare
than in care for older family members.
It is not our task here to provide a detailed description of the generosity, coverage, and
actual implementation of social policies for the elderly in Europe as there are already
studies that provide this kind of information (for example, Rostgaard & Fridberg 1998;
Bettio et al. 1998; European Commission 2000; Rostgaard 2002). However, there are some
important variations in our interview data that do appear to be connected to variations in
welfare regimes. These differences came to light notwithstanding the particular research
approach that we chose to follow: a study of the similarities in the daily lives of our
participants, cutting across all five countries.
What surprised us most, initially, was that families were generally rather satisfied —
though not with everything — with the way assistance was organised, no matter what level
of quality or generosity was provided. In other words, it appears that families reason within
a national standard of viable alternatives and measure their own unsatisfied needs with
respect to what their own welfare system can cover. Our participants only rarely viewed
their own situations through a comparative lens, criticising the national standards of their
own countries with respect to those reported in other countries. For this reason we found
their reflections on how to improve public services to be feasible and just as interesting to
discuss as the common challenges they recounted. Indeed, interesting convergence seems
to emerge on certain fundamental problems regardless of the relative generosity of each
welfare regime.
Nevertheless, it is clear that in terms of the elder care resources provided by the public
sector, our five countries fall along a very long continuum of generosity. Finland and
France are nearly equal at the most generous extreme. Finland, in addition to granting a
pensioners’ care allowance based on a sliding scale of dependence, provides home-help
services to frail old people living at their home. Carers of older people may apply for a
Home Care Allowance and for respite care services. In addition, institutional care is
socially acceptable and within the reach of many families, though its quality varies.
In France, that the number of hours awarded for each type of arrangement is determined
by the elderly person’s position on a “dependency scale”, which is calculated using
transparent and objective criteria. Such transparency implies that the criteria are rather
uniformly applied (Le Bihan et al. 2000), even if services are granted according to a
means-test.
Unlike Finland and France, the UK is located at an intermediate point on the continuum,
offering a series of non-contributory benefits on a smaller scale that resemble those found
in Southern European countries (attendance, disability living and invalid care allowances).
Home care services are generally good, and based on a “care package” that is determined
by local authorities. The hours of assistance provided, however, are rather limited, and the
authorities also assess the share of the costs that must be contributed by the users. Even so,
at least some of our participants find the in-home assistance program to be timely and
efficient.
Finally, Italy and Portugal are at the least generous extreme of generosity, and elderly
people in these two countries are at the greatest risk of finding themselves unable to afford
the care they need. Access to publicly provided domiciliary care services in these two
countries is much more difficult, as is the access to long-term institutional care. In Italy,
the proportion of expenses that families must pay for nursing home care is calculated on
the total employment income of all of the children. There is no cap on family co-payments,
and families thus have no possibility to estimate the amount of expenses they may become
burdened with. It is the unpredictable level of expenses that is most upsetting to families.
However, in Portugal user fees are calculated on the basis of the elderly person’s income.
26
A difference that we noticed in the accounts of our Southern European respondents seems
to concern the general attitude that supplementing an elderly person’s pension benefits to
pay for nursing care, in addition to other expenses, is “obviously” the responsibility of the
family. In contrast, a respondent from Northern Europe may notice even small expenses
that come out of her/his own pocket.
Most of the care for sick or disabled adults and older people is provided informally in all
five countries. In Finland, for example, it has been estimated that seventy percent of all
care for older people is informal care. Concerning the informal care of sick, disabled and
older people, it is people who themselves are 50–59 years old or over that are the most
likely providers of care. A Eurostat survey also indicated that it is people with poor rather
than good health who devote most time to caring for other adults (European Commission
2000, 82). Women are more likely than men to participate in caring activities even though
many of them work full-time.
Informal care within households of adults and older people in Southern Member States
and Ireland is much higher than in the rest of Europe (European Commission 2000). It is
close to the EU-average in the UK, France and Finland. In France, Portugal, Finland and
the UK, entitlements to care payments and benefits in kind like subsidised care services for
an older person depend primarily on their needs and incomes. In Italy this is not the case;
disability benefits vary on a local basis following regional laws or regulations. The number
of family members also has an influence on the availability of benefits supporting care.
The availability of caring services varies significantly across the five countries and within
each country from locality to locality. More services are generally available in urban than
in rural settings. In France, Finland and the UK there are varying combinations of public,
voluntary and private organisations providing care while in Italy and Portugal the state,
where involved, is more likely to contract or subsidise care services of the voluntary sector.
In these two countries it is to a greater extent the responsibility of the family to take care of
older relatives. This is due to that there are relatively low volumes of home help facilities
and institutional care available compared with the other countries.
In France a dependent older person may receive means-tested financial help from the
state to employ either a family member or a third person to care for her/him. In Portugal
such help is available only to relatively poor older people. In Finland the primary
responsibility for providing caring services is municipal and the services are needs-tested.
In the UK there is a mix of private, public and voluntary care, which is means-tested. In
France dependent older people can receive maximum of 48 hours of care per week if they
are a couple and 30 hours per week if they are single. A means-test is in use also in France.
In Finland and the UK there is no formal limit to the hours of care provided and organised
by the state. In Portugal long hours of care are available only in the private sector. More
details of old age services and benefits in each of the five countries are available in the
national WP3 reports on multi-career families.
Nevertheless, in all the five countries informal carers are the major providers of care for
frail or disabled adults. The public and independent (third sector and for-profit) welfare
services augment rather than replace family care. It is differences in support for family care
for older people at country, regional and local levels, which are most likely to impact on
how families combine employment and caring obligations.
27
3.4. Care arrangements in lone parent families (Workpackage 2)
This workpackage of the SOCCARE Project studied work and care arrangements of lone
parent families in Finland, France, Italy, Portugal and the UK. Research work in the
workpackage was co-ordinated by the French project partner. First, this chapter presents
some basic information about the situation of lone parents in these five countries and then
it reports the main findings of the workpackage.
To begin with, it is necessary to underline the diversity of lone parent families, which are
too often considered as a homogenous group. It must also be remembered that lone
parenthood is only one of the characteristics of these individuals and their situations.
Moreover, lone parenthood may last a longer or a shorter time.
3.4.1. Lone parent families in Finland, France, Italy, Portugal and the UK
The number of lone parent families has increased regularly in all European countries
during the past decades. These families are particularly vulnerable in terms of care
arrangements. They have to face a simultaneous pressure from both family responsibilities
and work life. The force of the pressure depends on the contributions of the ex-partner and
on the parental and social networks as well as on the accessibility of service provisions.
Lone parent families represented in 1996 12% of all European families with children
under 25 years of age (Table 2). This proportion was small in Italy (7%) and Portugal (8%)
compared with France (13%) and especially, Finland (19%) and the UK (22%).
In addition to these independently living lone parents, it is necessary to take into account
those lone parent families that are included in other households. In 1996 2% of all
European households included a lone parent family without being one. This increases the
proportion of households linked with lone parenthood to 14%.
Women are heavily over-represented amongst lone parents, especially in Portugal (94%).
On the other hand, from the five countries Finland had the highest proportion of lone
fathers (20%). On average, within the EU 21% of lone parents were single, 22% were
widowed and 57% were divorced or separated (Table 3). In France, Finland and the UK a
quarter of lone parents has never been married but in Italy (10%) and Portugal (12%) it is
rare for a lone parent to be single. Instead, in these two Southern European countries
widows are still a significant group within lone parents (43% and 38%). However, in each
of the five countries divorced or separated people are nowadays the largest group of lone
parents.
28
Table 3. Marital status and labour market activity of lone parents in the EU,
all lone parent families (independently living or included) in 1996
B DK D EL E F IRL I L NL A P FIN UK UE-14
Single, never married 12 34 27 2 14 26 29 10 18 14 26 12 27 25 21
Married, divorced, separated 69 63 58 52 39 55 42 47 59 69 55 50 62 67 57
Widowed 19 3 15 46 47 19 29 43 23 17 19 38 11 8 22
Employed 61 75 71 59 47 76 38 51 63 50 74 75 63 45 59
Unemployed 10 5 10 12 16 11 7 7 12 10 5 2 15 9 10
Inactive 29 20 19 29 37 13 55 42 25 40 25 23 22 46 31
Source: Chambaz 2001, 662.
On average, in 1996 59% of lone parents within the EU Member States were employed,
10% were unemployed and almost a third were inactive in the labour market (Table 3). The
employment rate remained lower than the average in the United Kingdom (47%) and in
Italy (51%). In these two countries, over 40 per cent of lone parents were inactive in the
labour market. On the other hand, the employment rate was high in France (76%), Portugal
(75%) and Finland (63%).
The high majority of working lone parents had a full-time job; only 20% of them were
working part-time but this varied significantly between the countries. The share of lone
parents who work part-time was high in countries where part-time work is also otherwise
generally widespread like in the UK (39%). On the other hand, part-time work for lone
parents was significantly less frequent in Finland (5%), Portugal (8%) and Italy (8%).
(1) The arrow shows the way of an increasing weight of lone parent families amongst the poor.
Source: Chambaz 2001, 666.
When the poverty threshold is defined as half of the median national standard of living,
one European lone parent family out of four (24%) is poor (Figure 2). The poverty rate is
thus twice as high as for all households (11%). But, once again, this varies widely from
country to country. In the United Kingdom, a third of lone parent families live under the
poverty threshold but, on the other hand, the poverty rate of lone parent families is under
10% in Finland. In France, Italy and Portugal about a fifth of lone parents are in poverty.
29
3.4.2. National samples of lone parent families
The Finnish sample of lone parent families includes 25 families most of whom live in
Tampere, which is the 3rd biggest city in Finland with its 200.000 inhabitants (Table 4).
The sample was gathered by using several different sources and methods: snowballing
within social networks (9), local lone parent association (5), social and health care services
(5), workplaces (4) and ads in the library and on the Internet (2). Almost all lone parents of
the sample are divorced or separated. Within the sample, also three lone fathers are
included.
Table 4. The Finnish sample of lone parent families by income, marital status and
age of youngest child
(N)
Divorced/ Separated* Single
Age of Youngest Child Age of Youngest Child
Up to 3 4 to 6 7 to 11 Sub-total Up to 3 4 to 6 7 to 11 Sub-total Total
Low-Income 1 0 0 1 0 1 0 1 2
Average-Income 4 5 5 14 1 1 0 2 16
High-Income 1 4 2 7 0 0 0 0 7
Total 6 9 7 22 1 2 0 3 25
* Including one widow from cohabitation.
Low income is here under 1500 €€ per month, average income 1500-2500 €€ per month and high income
over 2500 €€ per month.
The French sample of lone parent families includes 25 families most of whom live in
Rennes, which is the biggest city with its 200.000 inhabitants in Brittany, the Western
Region of France (Table 5). Also this sample was gathered by using several sources.
Contacting users of day care services (5) and social services (3) followed snowballing
within social networks (17).
Table 5. The French sample of lone parent families by income, marital status and
age of youngest child
(N)
Divorced/ Separated Single
Age of Youngest Child Age of Youngest Child
Up to 3 4 to 6 7 to 11 Sub-total Up to 3 4 to 6 7 to 11 Sub-total Total
Low-Income 3 2 1 6 2 0 0 2 8
Average-Income 5 3 3 11 1 0 0 1 12
High-Income 1 0 2 3 2 0 0 2 5
Total 9 5 6 20 5 0 0 5 25
The French team easily found lone mothers with young children who were active in the
labour market and who had had their child after entering professional life, often with high
qualification. However, many young single mothers with low income and low level of
qualification do not work but live on state allowances. The conscious exclusion of non-
working people from the sample led to exclude this large category of lone mothers.
The Italian sample of lone parent families includes 25 families living mostly in Florence
and Bologna (Table 6). The sample was gathered mainly by snowballing. As in the other
national contexts, also the Italian team used their professional networks in the field of
30
social care services. One Italian specificity concerns the presence of widows (5 cases),
which refers to the national trend that was underlined earlier.
Table 6. The Italian sample of lone parent families by income, marital status and
age of youngest child
(N)
Widows/ Divorced/ Single****
Widowers* Separated***
Age of Youngest Age of Youngest Age of Youngest
Child** Child Child
<3 4-6 7-11 Sub- <3 4-6 7-11 Sub- <3 4-6 7-11 Sub- Total
total total total
Low-Income 0 1 0 1 1 1 1 3 3 1 0 4 8
Average-Income 0 0 1 1 0 3 3 6 1 2 0 3 10
High-Income 0 0 3 3 1 0 2 3 0 0 1 1 7
Total 0 1 4 5 2 4 6 12 4 3 1 8 25
* One interviewee was first separated and then widowed, another is a widow from a long period of cohabitation.
** One interviewee has children under 24 since it is a case with a pressing care duty for an elderly parent.
*** Including 2 who were separated after cohabitation.
**** One interviewee is single as concerns the youngest child but had been married and separated earlier.
Low income is here under 1000 €€ per month, average income 1000-1500 €€ per month and high income
over 1500 €€ per month.
The Portuguese sample of lone parent families includes 27 families living in Lisbon or in
its suburbs (Table 7). The sample was gathered by using several different sources and
methods, mainly snowballing and direct contacts with day care and social services. 13 of
the interviewed lone parent families were four-generation families. Out of the 9 single
mothers, 6 had other people living with her and her children.
Table 7. The Portuguese sample of lone parent families by income, marital status
and age of youngest child
(N)
Divorced/ Separated Single
Age of Youngest Child Age of Youngest Child
Up to 3 4 to 6 7 to 11 Sub-total Up to 3 4 to 6 7 to 11 Sub-total Total
Low-Income 2 3 1 6 2 1 1 4 10
Average-Income 0 2 4 6 2 1 0 3 9
High-Income 0 3 3 6 1 0 1 2 8
Total 2 8 8 18 5 2 2 9 27
The UK sample of lone parent families includes 25 families living in Canterbury (Table
8). The sample was gathered mainly by using contacts and information from the social
services. The British team used snowballing, as well.
The presentation of the sample differs slightly because of the British particularities of
these families. The main difficulty was due to the fact that lone parent families, particularly
lone mothers, are mainly out of the labour market. As a result, the age of lone mothers of
our sample is higher than the mean age of lone mothers in the UK. The sample is presented
with two new columns for children between 12 and 18 and above 18. The presence of
young adults is partly linked to the precedent phenomenon.
31
Table 8. The UK sample of lone parent families by income, marital status and age
of children (N)
Divorced/Separated Single
Children’s age Children’s age
Average 0 1 8 8 2 19 6 0 4 3 0 0 7 4 26 10
Income
High 1 2 4 4 7 18 5 1 1 0 0 1 3 1 21 6
Income
Income 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1
unknown
Total 4 8 14 12 14 52 15 6 6 4 3 5 24 10 76 25
Low income is here under £200 (about 300 €€) per week, average income £200-350 (about 300-525 €€) per week and
high income over £350 (about 525 €€ ) per week.
32
Each type of arrangement induces specific roles, values and identities. As well, each care
arrangement is the result of experiences that mobilise different constraints and resources
and take place in an individual context.
Table 9. The national samples of lone parent families by working hours and
childcare during work
Typical working hours Atypical working hours
Childcare during work Childcare during work
Day-care/ Day-care/ Day-care/ Sub-total Day-care/ Day-care/ Day-care/ Sub-total Total
school school school and/ School school school and/
and/or or extra- and/or or extra-
family care family care family care family care
Finnish sample 11 2 3 16 3 6 0 9 25
French sample 7 5 2 14 2 3 6 11 25
Italian sample 4 9 0 13 0 10 2 12 25
Portuguese sample 5 7 3 15 1 9 2 12 27
UK sample 9 4 1 14 0 8 3 11 25
Total 36 27 9 72 6 36 13 55 127
If we look more closely at the working hours of lone parents within our sample, we can
see that as many as 55 of them have atypical working hours and work partly in the
evenings, nights and/or during weekends (Table 9). Within this group, there is large
variation ranging from some English lone parents who work only few hours to some lone
parents who work 50-60 hours per week.
Working hours seem to influence distinctively the childcare arrangements of lone parent
families as the care patterns differ largely between lone parents working typical and
atypical hours. The most usual arrangement for those families where the lone parent works
regularly on weekdays is standard formal provision, that is, day care centre care and
school, particularly in the Finnish and UK samples. However, as many as every second
lone parent family with typical working hours of the total sample need additional work-
related childcare, usually from family members.
Instead, within the group with atypical timetables, only 6 families receive their childcare
solely from day care centres and schools. Actually, a part of even these families
(especially, FINSP24 and PSP27) have remarkable gaps in their care arrangements and
33
thus, the fact that they do not use any other but formal care simply reflects the
unavailability of such care. 13 families supplement formal provision with additional extra-
family care, mostly from nannies (especially in France) and after-school clubs. However,
the absolute majority of lone parents with atypical working hours receive additional care
from other family members of their children, primarily from maternal grandparents and
absent parents. Support from family members is usual everywhere but in Italy and Portugal
and also in the UK it is of fundamental importance. Furthermore, there are several families
in Portugal that do not receive any formal services. In all, the extent of the needed
additional childcare shows clearly that standard forms of formal provision do not cover the
needs of those lone parents who have atypical and irregular working hours.
We have observed that several other kinds of constraints have a strong impact on the care
arrangements, as well. Children’s age is the most evident one: the growing autonomy of
children makes a big difference between lone parents caring for babies and lone parents
caring for preadolescents. The number of children and the age gaps between them also
structure specific constraints. Besides, children’s health problems may have dramatic
effects on the care arrangement even if the lone parent has high income. Health problems
may also affect the carer her-/himself. Particularly, the Italian and French (and partly,
Finnish) analysis stress the impact of nervous breakdowns of lone mothers. These parents
have to reorganise their work, using therapeutic leaves and social assistance. They hardly
manage to organise their everyday lives and suffer from a strong feeling of guilt in relation
to their children.
Moreover, the study of actual arrangements leads us to point out that geographical
constraints are also a major key to inter-individual differences. Residential mobility that
has been provoked by changes in conjugal and professional lives has strong effects on the
structure of social networks that can be mobilised for informal care. Long distances to
work and to social networks are a real difficulty in the organisation of the care
arrangement. This difficulty becomes even more acute when the lone parent lives in an
environment where formal care is poorly provided and/or where there is no convenient
public transport and/or when she/he has no driving licence or car.
All these constraints are at least as important as the financial ones and they are not
automatically linked to the family economy. However, they are not only constraints, the
same issues function as fundamental resources for the care arrangement. Flexible working
hours make flexible care arrangements possible. Older children may become a source for
additional care. Good transport connections give opportunities to individualised
participation in care.
As previously said, the family support appears to be the major source of help. As well,
even though they may have a psychological cost, all other informal sources of help may
also be considered as additional resources for the care arrangement. One should bear in
mind the essentially relational nature of these resources.
34
between national contexts, this typology aims at comparing and finding variations between
and within common patterns of care.
Table 10. Distribution of the national samples of lone parent families according to
the typology of the care arrangements*
Type Subtype Italy Portugal France UK Finland
2. VARIED Formal/ 13, 14, 19, 2, 5, 8, 1, 3, 4, 23, 24, 7, 12, 13, 3, 4, 10, 18,
ARRANGE- Informal 20, 25 17, 18, 25 21, 24 25, 26
MENTS 20, 25
35
- The father is fully absent or does not play a regular role in the care arrangement;
- The carer has little financial independence.
Cases: Italy (4, 11); Portugal (9, 12, 19); France (14); UK (9).
In terms of trajectories, the single mothers who are involved in this type of arrangement
are young women (all of our 7 subjects are under 26 years old), who often have had a baby
before stabilising an independent couple and/or before leaving their family home.
Pregnancy is unplanned, but generally the family members have reacted positively to it and
have made themselves available to provide the support required. The maternal
grandmother plays indeed a major role in this type of arrangement and the care
arrangement may turn into a “double mothering” model. Thus, the financial
impoverishment of these young women, which does exist, is reduced by a sort of tacit
acceptance of a pact between generations. Such a pact may often be a reproduction of the
family experience of the previous generations.
36
in the previous two subtypes. Many of them have more than one child and pregnancies
were planned by the couple. When the couple split, the children were most often already at
school.
The major difference between this subtype and the two previous ones is the predominant
role of the ex-partner in the care of the children. Grandparents play only a subsidiary role.
Thus, the lone parents who are organising such care arrangements do not feel in debt
towards their own parents about childcare. They feel much more linked to their ex-
partners.
37
job even before moving together, they have aimed at the preservation of their professional
status also after the break.
As a result, these people, who spend much time at work, often on irregular schedules, can
afford and call for services such as domestic employees, baby-sitters and municipal
childminders besides school, day care and other activities like sport clubs or artistic
classes. Ex-partners and grandparents are supporters who fill some gaps in the lone
parents’ schedules when needed. However, it is primarily the access to domestic services
(and friends) that allows these lone parents to assert independence from their family of
origin.
38
intense what these lone parents would need. Formal services may even threaten to deprive
them of the custody of their child. Such dependence on the support of formal care is the
main characteristic of this subtype. The balance between work and care is so hard to
achieve that the carer could not do it at all without this extensive support. None of the
interviewees experienced this dependence positively. All of them were nervous and critical
towards the quality of formal support. The interviewers ended these interviews with a
strong feeling that they had approached dramatic and in some cases almost hopeless
situations.
39
Of course, when we speak of national variations with small samples having no statistical
representativiness and bringing no real comparability, we only wish to focus on the main
issues emerging from the national samples.
Where (mostly in Finland, France and Portugal) full-day work is the norm, it brings long
days in external care for children and often feelings of guilt for lone parents (see, “varied
arrangements”). For these parents, flexibility of work may be by its character as well
family-unfriendly as family-friendly. The higher the qualifications and incomes, the more
family-friendly the flexibility of work seems to become. When low-paid jobs are
concerned, flexibility has most often a family-unfriendly character. In these cases,
flexibility means unsocial and atypical working hours and it actually acts as a hindrance to
lone parents’ access to work. In these situations, the equation often makes lone parents to
reduce their working hours in order to avoid high service fees. This was a very common
observation in the “formal/informal”, “lone-lone” and “lone assisted” subtypes.
Thus, for all lone parents whose qualifications and incomes are lower than the average,
formal support at a low price and/or informal support are decisive resources for accessing
work. The fact that none of the Finnish lone parents interviewed had real part-time jobs is
very significant, and deeply contrasts with the British situation. The importance of formal
resources emerges out of many care arrangements.
The significant involvement of close family members in daily childcare arrangements has
its advantages and disadvantages. The advantages are linked to the fact that these
arrangements are generally stable and inexpensive. In addition to the major contribution
from grandparents, many lone parents see advantages also in having their ex-partners to
take part in daily childcare arrangements, both in emotional terms for the children and in
practical terms for themselves. The disadvantages raise from the resulting dependence that
makes the lone parents feel obliged to “justify their lives” to the support providers. For the
same reason, there are some feelings of a lack of privacy. These feelings are stronger for
young lone mothers who still live in their family home.
The main element of convergence in the national samples is the numeric importance of
varied arrangements. This means that the majority of working lone parents balance work
and care by combining several sources of formal and informal care. Within this varied
type, we observed that income differences heavily influence the form of the arrangements.
For the majority of lone parents, filling gaps in the work schedules means combining
extensive formal support with segments of informal support. In addition to this, we may
observe that this form of care arrangement is marked by considerable variations concerning
the involvement of ex-partners.
When comparing the Southern and the Northern samples, we understand that patterns of
solidarity are very different.
When we compare family support, we find large contrasts. In Portugal and Italy, family
solidarity tends to allow lone mothers to obtain work, even though this means often low-
qualified and low-paid jobs. Also in the other three countries, geographical proximity
brings increased family support but, however, it seems to be considerably more limited
than in Portugal and Italy. In Finland, France and the UK, other family members, most
often maternal grandparents, may collect the children at the end of day care or school or
extra-school activities in order to fill a gap between the end time of the formal provision
and the return time of the lone parent. In addition, they may also look after the children
when the mother wants to go out with friends. However, they seem not to be involved in
the kind of family routines that are characteristic of Italian families. Thus, people from the
Southern countries seem less likely to be isolated from family networks. On the other hand,
they often feel indebted to their family. Conversely, in countries where formal support is
high, feelings of debt are not so usual but contacts with family members may be sparse.
40
In terms of causality, it is hard to say whether family support is higher in the Southern
countries because of the lack of formal support, or vice versa. Nevertheless, there were
some lone mothers in the Italian sample that, due to the lack of formal support, had moved
closer to their family members. In these cases, family care was not so much a preference
but the only real alternative.
For more details of the workpackage on the care arrangements of lone parent families,
see SOCCARE Project Report 2 and the national reports on Finland, France, Italy, Portugal
and the UK.
41
3.5. Care arrangements in dual-career families (Workpackage 3)
This workpackage of the SOCCARE Project studied work and care arrangements of
dual-career families in Finland, France, Italy, Portugal and the UK. Research work in the
workpackage was co-ordinated by the British project partner. First, this chapter presents
some basic information about the situation of this family type in these five countries and
then it reports the main findings of the workpackage.
80
70
60
50
40
30
20
10
0
B D EL E F IR L I L NL A P UK
1 9 9 2 o n e -e a rn e r 1 9 9 2 tw o -e a rn e r 2 0 0 0 o n e e a rn e r 2 0 0 0 T w o -e a rn e rs
Source: Eurostat (60/2000/21/5–2002): 1997 data for Ireland, 1999 data for Luxembourg and UK.
However, the proportion of dual-earner and one-earner families still varies within
Europe. As many as three quarters of couples are dual-earners in Portugal and the figures
for the UK and France are almost at the same level. However, only 46% of couples were
dual-earners in Italy in 2000. Finland is not included in Figure 3 but dual-earner families
have been the dominant mode there for three decades. Thus, the traditional family pattern
42
having the male as the sole breadwinner has become considerably less common in Europe
during the last decade. From the five countries included in this project, one-earner families
form the majority only in Italy.
On the other hand, there are several different kinds of dual-earner couples. Both partners
may be working full-time or either of them may work part-time. In principle, both could be
working part-time, as well. When the share of dual-earner couples was discussed above,
Portugal, the UK and France were seen to be close to each other. However, when the
composition of their dual-earner families is concerned, particularly Portugal and the UK
are very far from each other (Figure 4). In Portuguese dual-earner couples, practically all
women and men work full-time but in the UK, it is most usual that a full-time working
man lives together with a woman who works part-time, not full-time.
70
60
50
40
30
20
10
0
B D EL E F IRL I L NL A P UK
One earner couple Male part-time, female part-time Male part-time, female full-time
Male full-time, female part-time Male full-time, female full-time
Source: Eurostat (60/2000/21/5–2002): 1997 data for Ireland, 1999 data for Luxembourg and UK.
In all European countries covered by the data, male part-time work is extremely rare,
irrespective whether the female spouse works full-time or part-time. In Portugal (and in
Finland) also female part-time work is very rare. Instead, in Britain it is very usual. France
and Italy are situated between these two extremes, having a larger group of female part-
time/male full-time working couples than Portugal and Finland but, at the same time,
having this group outnumbered by dual-full-time-working families.
The working patterns of our sample seem to follow the general characteristics of
European employees as a recent survey found out that around 50% of European employees
work during evenings, 50% working on Saturdays and 25% on Sundays (Kauppinen 2001,
43
3). In particular, many Italians (63%) work on Saturdays, and many Finns (39%) work on
Sundays. Portugal (18%) and Italy (22%) have the lowest percentages when it comes to
working on Sundays. The survey also found that 76% of European employees have fixed
working time schedules but that 41% do not work the same number of hours every day.
However, the increase in dual worker households has not had a substantial impact on the
traditional pattern of women as main carers and primarily responsible for household tasks.
Here there is a distinctive gap between values and gender roles. The European Value Study
(1999/2000) found that most people see an equal sharing of household tasks as
contributing to a successful partnership. The study also showed that in the countries
represented in our sample most people judge fathers to be equally good at caring for their
children as mothers (80% in France, 86% in Finland, 71% in Britain, 69% in Italy and 68%
in Portugal). In the case of caring for older people, the European Value Study indicated
that many people still see caring for their parents as a moral obligation (67% in Portugal,
67% Italian, 63% in France, 47% in Britain and 43% in Finland). Most couples also agreed
that care should be shared.
3.5.2. The sample of dual-career families from Finland, France, Italy, Portugal
and the UK
The sample of this workpackage includes 124 families where both partners are in paid
work or studying full-time and are responsible for the care of children aged 12 or less
and/or older people needing regular assistance. Full-time employment and study is defined
here as 30 hours a week or more. In this research, we concentrate on couples where both
partners work full-time in positions that require particular commitment and time-use, as it
is these families that are especially posed to the challenge of combining their care and
work responsibilities.
This was a quota sample, not a representative random cross section. It was designed to
capture a range of particular care + work arrangements. In all cases these families
consisted of a man and woman couple where both partners were pursuing careers.
• Sixty-seven (67) of the families cared for at least one child 12 or under;
• Thirty-two (32) families cared for at least one older person who needed assistance;
• Twenty-five (25) of the families cared for at least one child and one older person.
The sample was obtained through service providers, employers and by snowballing.
Twenty-five families were sought and found in all of the five nations, with only one
exception (24 families from one country). These families were interviewed in detail about
their family, paid work, the people they cared for, the ways in which their work-plus-care
responsibilities were organised (detailed timetables), how they responded to emergencies,
the support they received from other family members, friends and social care services.
Furthermore, interviewees were also asked about their finances, the problems they
encountered and their views on their situations.
The interviews were open to both partners but only 15 men participated, other
respondents were women alone. This uneven gender representation emphasises the
perspective of women and allows no more than a glimpse of men’s views on these care
arrangements. The interviews were recorded. Synopses of each interview were produced in
English. Some interviews were transcribed and translated (the project budget did not allow
full transcription and translation).
Research in this workpackage was based on a detailed review of the work-plus-care
strategies of the families and was designed to indicate the patterns that emerged and their
44
implications for national and EU social policies. The qualitative data generated from our
interviews was where possible compared to more quantitative sources, data on attitudes
towards gender roles, and material on national and EU policies and provision.
Social class
Accessible alternatives to family care
Attitudes, perceptions
and values of respondents
According to our theoretical perspective, the way families organise their care
arrangements can be affected by many several factors: welfare state provisions and
policies, education level, social class, traditional gender roles, levels of needs, accessible
45
alternatives to family care, time constraints, income level, age of children (and parents) and
individual preferences and values (Figure 5). Many of these factors are closely interrelated
with each other.
Childcare
It is clear from the data that parents construct a considerable variety of care arrangements
for their children while they are at work. At one extreme, the public provision of school
and nursery care can be the sole alternative to parental care. At the other, family members
are seen as the only alternative source for childcare. In between these two extremes, there
are various but distinct combinations of family care, public care and private provision.
Within our data of 67 dual-career families caring solely for children, Finnish families (15
out of 17) tended to rely on public care facilities. In contrast, Italian (11 out 17) and
Portuguese (9 out of 11) families used primarily third sector and other private care
facilities and/or their family and social network. British (15) and French (7) families could
not be said to rely on any particular caring pattern but used instead a range of combinations
of care. National and local welfare policies and public provision of childcare are likely to
influence how care arrangements are constructed outside of nuclear and extended family
and social networks. However, it is clear that families who face broadly the same needs
and policy environments may still respond very differently.
The descriptions of childcare arrangements show the consequences of long working
hours. The availability of care facilities, the quality of social and family networks as well
as commuting times to and from work are key determining factors. However, these factors
are not the only ones that create families’ care arrangements, cultural differences also play
a role. For example, when children begin school at the age of seven in Finland, they often
return home alone or go to their friends as their parents are usually working the whole day.
Also in some Portuguese families young children walk to or from school alone but in the
other three countries, the need to bring and fetch children almost always disrupts the
working day.
Another dimension along which the dual-career households differ from each other is the
degree to which the parents share childcare and household tasks. Very equal sharing is
rare, but when it does occur, it is quite deliberate. It is more common to have a certain
degree of sharing of tasks but, at the same time, it is usual that one of the parents, usually
the mother, still is the dominant carer and the organiser of care in these families. Some
mothers receive little help from their partners and this appears to be associated with a
richer range of non-family provision.
Amongst the childcare-only sample, nine Finnish families (out of 17) share care equally
along with six British (out of 15), three Portuguese (out of 11), five Italian (out of 17), and
one French family (out of 7). One partner is the main carer in six British and five Italian,
four Finnish, two Portuguese and one French family. Only in one French family and in one
Italian family, it is the father who is the main carer. While the data does not lend itself to
46
direct comparison as the samples were not randomly selected or matched, there appear to
be some national differences in care sharing patterns.
The preferences of the respondents seem to play a significant role in choosing the care
services they prefer to use. Some of the families see that being cared for by the extended
family is good for the child and for the family. However, several respondents did not like
the idea of depending too heavily on relatives as it can result in debts of gratitude. Such
views were particularly heard in the Finnish families, but were also observed in some
French, Portuguese, Italian and British families. Reciprocal care arrangements with friends
or relatives were often seen as time consuming and likely to cause additional demands in
the long run as such arrangements have to be paid back, often in the form of caring for
friends’/relatives’ children. Some families had chosen to employ a nanny rather than to
delegate the caring of their children to neighbours, friends and/or relatives.
A great many factors influenced the care strategies but the factors that parents spoke
mostly of were work schedules, modes of transport, travelling time to and from work and
to and from care facilities such as schools and nurseries, and opening times of these care
facilities.
Income level, age of parents, age and number of children played a more limited role. The
issue of children being left without adult care was age-related but it was always uncommon
in our sample of under 12-year-old children. Some Finnish children walked alone or with
friends to and from school or spent some time at home alone after school. In some
Portuguese families quite young children were left alone. Caring arrangements were
influenced by as well men’s as women’s attitudes towards gender roles. The age of the
parents was relevant to these gender roles in caring. Stress-levels within some of the
families were high and most parents regretted that their caring arrangements meant that the
time spent together as a family was limited.
Most parents sought to strike a balance or to find a compromise between work and
childcare demands. Only in a small minority of cases could we find couples who either
gave absolute priority to the job (and even then, in most cases, only one of the parents did
this) or absolute priority to the children.
Age and wanting to achieve career goals were not the only reasons why some families
adopted a strategy that prioritised career demands over parenting. Financial necessity could
also be a determining factor. For example, an Italian mother said she would love to be able
to stay at home with her children for their first five years but due to economic pressure, this
was not possible (ITMC18). A British mother reported that her job allowed her to meet the
material needs of her family (UKMC2). In addition, the need for a separate identity beyond
motherhood was important to most of the women in our sample.
The French and Finnish parents were able to depend mainly on publicly provided
childcare facilities and appeared satisfied with both the costs and services, although gaps in
services were identified mainly in terms of opening times. The British, the Portuguese and
the Italian respondents complained about scarce and highly expensive childcare provision.
Many parents worked more than 48 hours a week despite the EU Working Time Directive
and some reported difficulties in getting time off from work in emergencies. Our evidence
indicates that the Directive on Parental Leave does not always work as employees are
reluctant to ask for time off, as they fear it could harm their relationship with their
employer and their career.
Co-ordinating caring of children with the parents’ work timetables is essential for multi-
career families. The interviews showed that to co-ordinate work schedules with the taking
and the collecting of children to and from school/care facilities is a particular challenge for
47
these families. In many families it is the woman who has to adapt her work arrangements
when there is a clash between her and her husband’s schedules.
“Someone has to take the responsibility … I feel like a sort of co-ordinator, who tries to
hold all pieces together and who tries to think about the whole system for example the care
arrangements. If my husband knows that I have two meetings, it does not necessarily cross
his mind that there is also the care of the children that has to be arranged.” (FINMC22)
Work-related travel, which requires that at least one parent is away from home for a few
days either during the week or the weekend, also heavily influences the care arrangements.
Fourteen families in our sample have jobs that include work travel. Frequent work-related
travel is most present in the Finnish sample (13 out of 17). Most of the families in our
sample work during evenings and weekends, as well.
The way parents handle emergency situations is also interesting. If parents can not rely on
their family network, they tend to share caring when their children are ill. However, if the
children are ill for a longer period, it is more often the woman who cares for them.
A recent survey found that 81% of employees in Europe, especially the women, are
satisfied with their current combination of employment and caring obligations (Kauppinen
2001, 5). This is not reflected in our sample where a significant part of the families find it
difficult to reconcile employment and family obligations. A Finnish respondent reports:
“It has been really difficult [combining work and family]. I mean REALLY difficult. If I
say it straight, it is stupid even to try [to combine them].” (FINMC6)
Furthermore, many parents (particularly from Portugal but also from other countries) said
that they are extremely tired due to the pressures on them. Some of them report feeling
guilty about not spending enough time with their families. For example a Portuguese
mother stated:
“I end up feeling very guilty because I don’t spend much time with them, and the little
time I do have with them, I’m always getting cross with them because I want them to hurry
up… and because I want to get things done myself… so I can have a bit of a rest…”
(PMC15)
One Italian mother decided to take a part-time job because when the nanny was the main
carer, her child used to shout at her when she arrived back from work:
“Why do you come here? Go back to work!” (ITMC9)
48
schedules of family members. A combination of long working hours and short
interval/high level care needs resulting from the poor health of the older person generally
produces nursing home care.
Our elder-care-only sample of 32 families does reflect the national patterns of access to
institutional care. It was only within the French (5 out of 11) and the Finnish (2 out of 7)
samples where older relatives were found living in nursing homes. In the other national
samples old people were living at home, even with extremely short interval/high care
needs. Older people lived alone in the 2 British families (out of 2). In all the Portuguese
families (8), in most of the Italian (3 out of 4) families and in one French family, the older
person lived with the family. The Portuguese and Italian families in our sample tended to
perceive nursing homes as the last resort for the care of their older relatives and they also
saw caring for an older family member as a duty of their own.
Publicly provided home help services were part of the care arrangements for the older
people in Finland and France, and a few Portuguese families relied on adult day-care
centres. Most of the families in Italy, Portugal and Britain cared for their older relatives
without help from the public or private sectors. The Finnish and the French families were,
on the other hand, generally satisfied with public services. However, a fairly frequent
complaint from the couples caring for older people also in these two countries was that
they did not enjoy the same public support as families caring for children concerning, for
example, financial support and opportunities to have care leave from work without getting
their jobs threatened.
Home care arrangements are vulnerable to changes in the health of the older person. Care
arrangements were more stressful in those families where they supported older people with
short interval/high care needs. Long lasting care commitments had a negative impact on
the health of the carers, on the stability of the couples’ relationships and on the
relationships within the extended family.
Attitudes and preferences of the older person, the respondents and other relatives
constrain the range of possible care arrangements. Work schedules and travelling times to
and from work are dominant determinants of care timetables. The flexibility of the
workplace can make it possible to adjust work to care provision for older people. For
example, a Portuguese respondent reported:
“I don’t come in at 9.30 like other people, I come in at 10.30/11.00. I asked for
permission to do this, because I leave my grandmother dressed and ready. Then I don’t
take any lunch hour, or restrict it to half an hour. I don’t take more than half an hour,
which is enough to go round the corner to get something to eat and get back here (to the
workplace).” (PMC3)
However, generally the attitudes of work colleagues and employers are less accepting of
responsibilities for older people. Our interviews show it is easier to get time off from work
to care for an ill child than to care for an ill older relative. Furthermore, a Finnish
respondent believes it is not only the culture of the workplace but the society in general
that pays more attention to families with childcare obligations than to families with caring
responsibilities for older people (FINMC24). To balance the needs of their older relatives
with their work schedules, some respondents had accepted that their older family member
moves into a nursing home while others had them moving into the family home.
In caring for an older person, it was usually only one person, the respondent, who was
involved in the care tasks. Often, other family members did not participate in the caring
activities. Sometimes the older relative preferred to have just one carer. As well, some
respondents found it difficult to delegate caring responsibility to other relatives or to home
care services. Traditional attitudes towards gender roles seemed an important factor in
49
explaining the division of caring. Male partners rarely participated in the caring
arrangement of their “in-laws”, a pattern that was not evident in female respondents.
The couples in families caring for children were generally in their thirties or forties, some
were younger, and many shared care tasks. In families caring for older relatives, the
couples were generally in their late fifties and sometimes older and rarely shared tasks.
Across all five countries, when the older relative had short interval/high care needs, it was
the woman who was the main carer even if she worked longer hours than her spouse.
50
However, there are equally significant contrary cases. Some double front families have
adopted completely different approaches to balancing work and care responsibilities. In
two families the husbands work longer hours than their partners and share childcare
equally while their partners are the main carers for older relatives. In another family, the
man is the main carer for two older relatives while his partner is the main carer of their
children. Our data seems to indicate that the number of working hours has limited effects
in influencing the gender structure of caring arrangements.
Access to care facilities appears to be particularly constrained in Portugal and Italy for
both groups, children and older people. Childcare was most often described as
unsatisfactory in Britain due either to the high prices or badly scheduled and scarce care
facilities. The most positive accounts of provision for both children and older people were
given in France and Finland. Access to and timing of care services are critical to care
strategies of families.
However, the availability of alternative care sources seems to have only limited effects on
the gender balance of caring in these families. Indeed, access to services may sometimes
appear to legitimise rather than to moderate women’s larger care responsibilities and roles.
51
Better public provision may paradoxically allow families to adopt a more traditional
allocation of tasks within the home. Some men will contribute to care only when there is
no alternative. The state may provide that alternative through services, care payments or
credits, or employment protection that allows women to exit the labour market temporarily.
Access to public and private transport is a critical factor in determining work-plus-care
strategies. Use of non-family care services very often requires transporting children or
travelling to older people’s homes.
The single most important constraint faced by the families is limited opening hours by
nurseries and schools and limited service hours from home-care services and day-centres.
Except amongst the poorest families, the issue of cost of services is rarely a core issue.
These are couples who have chosen dual-careers and income rather than time.
EU directives on working hours and leave for caring responsibilities are often not used by
respondents. Many worked more than 48 hours a week.
The most effective way of assisting these families would be an infrastructure of childcare
services and care services for older people that could be used flexibly in terms of hours and
forms of assistance. It appears inefficient that these, often highly skilled, workers have to
adjust their labour market participation, or even leave the labour market, because of the
inflexibility of routine public services.
For more details of the workpackage on the care arrangements of multi-career families,
see SOCCARE Project Report 3 and the national reports on Finland, France, Italy, Portugal
and the UK.
52
3.6. Care arrangements in immigrant families (Workpackage 4)
The main aim of this workpackage was to analyse how immigrant families organise care
for young children and elderly persons and also to identify the specific constraints and
problems they face when combining their work with caring responsibilities. Research work
in the workpackage was co-ordinated by the Portuguese project partner.
Our primary interest in this family type lies with the fact that these families have to face
strong pressures and specific difficulties when organising care for children or elderly
persons: (1) pressure from work (long working hours, atypical timetables); (2) economic
difficulties (specially in the case of unskilled labour migrants and refugees); (3) pressure
arising from different cultural values related to caring (specially in the case of migrants
coming from societies with contrasting cultural and religious values); (4) pressure arising
from the absence of family and social networks (mainly in the case of first generation
migrants); (5) pressure related to territorial, racial and social discrimination (as it may
hinder accessibility to services provided by the host society and integration in the labour
market). Consideration of these different sources of “vulnerability” that immigrant families
may experience led us to suppose that they might develop specific strategies to cope with
care arrangements and to tackle the constraints and difficulties in balancing work and
family life.
In order to understand the care arrangements in immigrant families we have to pay
attention to the social contexts in which they are embedded. It is important to bear in mind
the national policy contexts in the host country as well as the type of migration flows
between the sending and receiving countries.
In our previous workpackages on care arrangements in lone parent families and dual-
earner couples we underlined the influence of familial trajectories, type of family
household, social networks, caring values and family/gender obligations, and the
constraints (or resources) associated with the family’s social position and living conditions
(level of income, occupation, atypical vs. typical working hours, living in a privileged vs. a
socially deprived area of residence). From the point of view of immigrant families, these
variables have to be considered in the context of migration — a factor which implies not
only a “before” (country of origin) and an “after” (host country) but also a comparison
between “us” (immigrant population) and “them” (general population in the host country).
With regard to the “before” and “after”, it is essential to consider the migration pattern of
immigrant families. This concept refers to at least three main dimensions of the migration
process: (1) the nature of the migration trajectory (individual/familial); (2) the nature of the
migration project (reasons to leave the country of origin), and (3) the duration of migration
(the more permanent or temporary nature of the stay in the host country).
With regard to the “us” versus “them” dimension of migration, or, put in sociological
terms, analysing the cohabitation of different ethnic groups in the host society (interethnic
dimension), our approach is centred on the concept of ethnicity. This concept focuses on
the contrasts and similarities/connections between the migrant populations and the majority
population group.
Thus, rather than to discuss whether the interviewed migrant families from a particular
country of origin are “assimilated” or “integrated” in the host society, our approach in this
workpackage is to identify the different dimensions of ethnicity and to examine how these
contrasts influence the work/family balance and the care arrangements of immigrant
families.
53
3.6.1. Immigration in Europe: brief overview
The theme of immigration in Europe has deserved growing attention both from
governments and social researchers due to the increase and diversification of in-flows over
the last few decades. First of all, in order to understand immigration in Europe, we have to
take into account that there are countries with a long tradition in immigration (like France
and the UK) and others that only recently have started to receive immigrants in a larger
scale (like Finland, Italy and Portugal), having themselves been emigration countries until
the 1970s.
It is after World War II that immigration in Europe has acquired a considerable
importance. Four different phases can be distinguished: (1) a period of post-war adjustment
and de-colonisation, (2) a period of labour migration, (3) a period of restrictions in
migration flows and, finally, (4) the period of dissolution of socialism and afterwards.
Note: The countries with the largest foreign population and the highest growth are highlighted.
Source: Table based on Salt 2000 and Council of Europe 2001 and presented by João
Peixoto in the SOCCARE Workshop “Care arrangements in immigrant families”, Institute of
Social Sciences, Lisbon, May 2002. When analysing the statistical data, it should be borne
in mind that the comparability between countries is not easy to establish, due to the diversity
of sources, lack of common definitions and the different compilation methods used.
(1) The first period elapsed between 1945 and the 1960s. During these years the UK and
France, for example, received many returnees from the colonies and workers from former
overseas territories. This was the period of post-war adjustment and de-colonisation. (2) In
the second half of the 1950s, some European countries whose national economies were
developing very quickly began to attract labour migrants from other regions. Some of these
countries even established active recruitment policies in order to satisfy their labour market
54
needs. It was a period of intense labour migration in which most European countries
opened their borders to the entrance of foreign labour migrants. (3) However, the active
recruitment of migrants came to a halt after the first oil price shock in 1973. The
recruitment of new migrants became more restrictive but, nevertheless, all the European
countries continued to register the entrance of migrants. (4) These flows rose through the
1980s and reached a peak in the 1990s. Since the early 1990s the flows of migrants have
included an increasing number of asylum seekers and refugees (due to the fall of the “iron
curtain” as well as several wars and ethnic conflicts) and illegal migrants (due largely to
restrictive immigration policies) (Bauer et al. 2001; Coppel et al. 2001).
Reflecting the increase in migrant inflows during the 1980s and 1990s, (legal) foreign
population in Europe rose strongly. Between 1980 and 2001 the foreign population
increased in almost all European countries, with Finland, Italy and Portugal registering
some of the largest relative increases (Table 11). However, the countries that show the
largest growth in immigrant population belong to the group of countries with the lowest
percentages of immigrants (Table 12). In 1998 about 5% of the European population was
composed of foreigners.
Source: Table based on Salt 2000 and Council of Europe 2001 and presented by João
Peixoto in the SOCCARE Workshop “Care arrangements in immigrant families”, Institute of
Social Sciences, Lisbon, May 2002.
Some European countries register high numbers of asylum seekers (for example,
Switzerland, Luxembourg, Belgium and the Netherlands) but particularly the Southern
European countries have extremely low percentages of asylum seekers. Moreover, illegal
55
or clandestine immigration is nowadays one of the main concerns of the European
countries but its exact scope is difficult to estimate. Another recent trend in European
migration flows is the growing diversification of the migrants’ countries of origin.
In summary, we can consider that in general terms the European countries roughly fall
into two main groups with regard to the characteristics of migration flows. (1) The first
group is made up of countries with a long tradition in immigration. From the project
countries, France and the UK are included in this group. Immigration to them has
continued from the end of World War II until the present moment. These countries have
had high amounts of immigrants but recently, they have had the lowest growth rates of
foreign population. On the other hand, these countries have received many asylum seekers
and refugees.
(2) New immigration countries that started to receive considerable amounts of
immigrants only later form the second group. Italy, Finland and Portugal are included in
this group. These countries still have low percentages of immigrants, but they have
recently been the ones to register the highest increases in the immigrant population. On the
other hand, the numbers of asylum seekers have been rather low in these countries, even if
some of them like Finland have over the last decade registered an increase in numbers of
refugees. Finally, there are two trends that may be observed in both groups of countries:
greater diversity in the countries of origin and the increase in illegal immigration.
It is important to notice that there are persistent contrasts between the social profile of
immigrants and the social profile of nationals. For example, immigrants continue to have
considerably lower levels of education than nationals and they are over-represented in
certain sectors of employment, mainly in the industrial and service sectors where
qualifications and average wages are low. This partly reflects past and present demands for
low-skilled workers in some sectors of the economy. Many studies have also pointed out
that although immigrants’ levels of integration vary widely, most of them experience a
wage disadvantage for a considerable part of their working lives.
In relation to integration, significant proportions of immigrants live in geographically
disadvantaged areas, have high unemployment rates and live in more poverty-prone
families when compared with the averages of the host countries. In other words, there are
pockets of poverty which are difficult for immigrants to exit from. Many of these problems
are not linked directly with immigration per se but they reflect, at least in part, the fragility
of national social policies, which are magnified by the existence of high proportions of
immigrants.
There is a growing decline and ageing of the European population that is leading to a
decrease in the working-age population. As well, in some economic sectors there is also an
increasing shortage of skilled as well as non-skilled labour. In this context and as many
non-European nations show demographic vitality, immigration flows to Europe are
expected to continue.
56
3.6.2. National samples of immigrant families
The Portuguese sample is composed of 25 Cape Verdean families. Portugal has received
its largest immigrant group from its former African colonies, from the so-called PALOP
(Países Africanos de Língua Oficial Portuguesa) countries Angola, Cape Verde, Guinea-
Bissau, Mozambique and São Tomé. Together they count for almost half of all foreign
population in Portugal and a half of all PALOP immigrants have come from Cape Verde.
Thus, Cape Verdeans form the largest ethnic immigrant group in Portugal with 47.216
people legally resident in 2000.
The sample was collected in the city of Lisbon, where the majority of Cape Verdean
immigrants are concentrated. All of these families care for young children (under 12 years)
and three of them also provide care to an elderly person. In terms of family structure, the
Cape Verdean families fall in two main types: couples with children and lone parents with
children. About half of the interviewees are first generation migrants and the other half are
second generation. In the majority of the cases, these immigrants have lived in Portugal for
more than 10 years. Except for two cases, we are talking about unskilled labour migrants.
The majority have low qualified jobs, mainly in the building and public works sector (the
men) and in the cleaning sector (the women). All lone parents work full-time and in
couples the predominant model is the dual-earner model with both partners working full-
time.
The Italian sample of immigrant families was collected in three different regions of Italy
(Veneto, Emilia-Romagna and Tuscany) and it includes 26 Moroccan families. The
Moroccan community is the largest foreign ethnic group in Italy with its 170.905 residents
in 2000. However, Moroccans are highly dispersed all over Italy. In the studied three
regions, they have had a considerable presence for a longer time. Even though originally
Moroccan immigration to Italy was masculine and “pendular” by its character, it has
recently transformed to a settling pattern whereby entire families come to stay. On the
other hand, the term “marocchino” has become generally used in Italy as a highly
stigmatising and negative synonym for all immigrants.
Like the Cape Verdean families, all the Moroccan families care for children (under 12)
and three of them also provide care to an elderly person. Nevertheless, while in terms of
family structure the Cape Verdean families were distributed between two main types of
families, all the Moroccan families were couples with children. This sample includes no
lone parents. Moreover, while the Cape Verdean interviewees were both first and second
generation migrants, the Moroccan interviewees belong all, except for one case, to the first
generation. With regard to the duration of stay in the host country, the Moroccans are more
recent migrants than the Cape Verdeans. Most Moroccan people of the sample have been
in Italy for 5 to 10 years.
The French sample was collected in Rennes and includes 22 families. Contrary to the
former samples, there is some diversity in terms of geographical origin. This reflects recent
trends in immigration to France. Traditionally, Portugal, Italy and Spain together with
Algeria have been the major countries of origin but in the 1980s and 1990s many more
immigrants have started to move from Morocco and Turkey to France. Also more
generally, there has been a diversification of source countries. One part of this
development has been the rapid increase of immigration from sub-Saharan African
countries like Senegal, Côte D’Ivoire, Congo and Mali in the 1990s.
The majority (18) of the sample families are couples with children and the remaining
four are lone parents. All care for children below age twelve and none for elderly
dependent relatives. Although all of them may be considered first generation migrants,
time of permanence in France varies from less than five to more than ten years. Also the
57
reasons for migration are varied, including family reunion, unskilled worker migration,
asylum seeking and student migration.
Six couples within the sample are mixed Franco-African couples and the African partners
(all women) come from Tunisia, Mali, Burkina Faso and Senegal. The other couples are
composed of immigrants from three regions of Africa: (1) the Mahgreb, (2) West Africa
(Mauritania, Senegal, Burkina Faso and Mali) and (3) Central Africa (The Republic of
Congo and the Democratic Republic of Congo – former Zaire).
The Finnish national sample was collected in the regions of Tampere and Helsinki (the
latter including three major towns: Helsinki, Espoo and Vantaa). It includes immigrants
from two main countries of origin: 13 from China and 14 from Estonia. After Russians,
Estonians are the second largest immigrant group in Finland with around 10.000 residents.
Instead, there are only 1.700 Chinese people living in Finland. As in the French sample,
there are some cases of “mixed couples” (a Chinese or an Estonian woman married to a
Finnish man) and time of permanence in the host country is not very long. All immigrants
are first generation migrants and nearly all of them have been in Finland for less than ten
years. Several Chinese families have been in Finland only for a couple of years whereas
the Estonian families, having arrived in the 1990s, have lived in Finland for 5 to 10 years.
The migration patterns of the Chinese and Estonian immigrant families are rather
different. The majority of Estonian immigrants are what the Finnish immigration
authorities consider as “returnees” (immigrants with Finnish origins). Their social and
occupational profile is not very qualified. Most of them are either medium or low qualified
employees in the service sector or industrial workers, thus suggesting that some “returnee”
migrants might have emigrated as a response to labour demands in the unskilled sectors of
the Finnish economy.
In contrast with the above-mentioned profile, the Chinese immigrant families have a
“skilled worker” profile in terms of the migration project and their socio-professional
position. Many of them migrated in response to training opportunities (student migration)
or employment opportunities in highly skilled sectors of the labour market (highly
qualified professional migration), a few came as unskilled immigrant workers and a few to
join other family members. Consequently, the socio-professional status of the Chinese
families is linked to medium or highly qualified professions and there are no industrial
workers or unskilled workers in the service sector. Finally, the dual-earner model (both
working full-time) prevails in these families.
The UK national sample was collected in the Southeast of England and includes 25
families. The majority of the families live in East Kent but seven families live in more
urban settings further north and nearer to London. As in the Finnish and French samples,
also this sample includes some cases of “mixed couples” where British nationals are
married to migrants from different countries (Hungary, Spain, Italy, Canada, EUA).
However, most of the immigrant families are Asian (from Malaya, Uzbekistan, India,
Hong Kong) or Asian with partners from other countries (Mexico, Colombia). There are
also a few families from European countries (Eire, Holland).
In terms of migration patterns, the UK sample has no asylum seeking families but is
otherwise quite varied. Most are first generation migrants that have been in the UK for
over ten years and a few cases (3) concern British nationals born abroad who returned to
the UK as young adults. Reasons for migration include family reunion and (skilled as well
as unskilled) worker migration, student migration and the “returnee” migration of British
nationals born abroad. Consequently, the socio-professional status of these families spans a
large spectrum of positions.
58
3.6.3. Main findings of the workpackage
Labour migrant families and care arrangements in Italy and Portugal
First we try to uncover similarities and differences in the strategies used by the Cape
Verdean families in Portugal and the Moroccan families in Italy to reconcile their work
with the care of children and dependent elderly persons. Both of these groups can be
understood as labour immigrants, they have migrated in order to work. We emphasise the
meanings which the actors attribute to their practices, the evaluations they make and the
problems and tensions they face.
Within Cape Verdean immigrants in Portugal, the majority have full-time jobs, with
unsocial hours. This makes it difficult if not impossible for them to reconcile work and
care arrangements through the use of standard formal care services.
Second, most of the men are construction workers and the women do unskilled cleaning
work. As a result, they have low salaries, which makes it difficult if not impossible for
them to afford paid services, whether formal or informal.
Third, most households cannot rely on informal support networks, because they either
simply do not exist or are severely limited. For example, almost half of the families had
neither maternal nor paternal grandparents living in Portugal. Many of those interviewed
stated: “I don’t have anybody here.” The lack of informal support mechanisms is most
noticeable in the households of first generation immigrants. By contrast, they are more
available in households made up of Cape Verdeans who came to Portugal as children or
were born in Portugal. In these cases it is mainly the grandparents who provide the
informal support.
If we turn to the family structure of the Cape Verdeans, we find couples with children,
extended families and lone parent families. As far as the types of conjugal relationship are
concerned, cohabiting couples are, for the selected group of Cape Verdeans, more frequent
than marriage (10 couples currently live outside of marriage and 7 are married).
Cohabitation is said to be widely accepted and tolerated in Cape Verdean society. In fact,
the Cape Verdean women we interviewed seemed to give cohabitation the same value as
marriage.
The average number of children is two. Only three of the families had three under-12-
year-old children. Only three other families had an elderly family member in need of care.
Values concerning care tend mainly towards giving the family (in practice, the woman) a
prominent role.
Turning now to selected Moroccan immigrants in Italy, we can see that except in a few
cases, they have all followed classic family migration trajectories. The Moroccan man
emigrated first, sometimes while he was still unmarried and childless, then he later married
(nearly always in Morocco). However, the marriages were in most cases arranged by their
families. While roughly half of the Cape Verdeans interviewed in Portugal were second-
generation immigrants, the Moroccans interviewed in Italy were all, except one case, first-
generation immigrants. Moroccans have on average higher educational attainment levels
than the Cape Verdeans.
Most of the Moroccan women have a tenuous relationship with the labour market: some
are maids, others work a few hours a week or on an irregular basis, while others work on a
half-day basis. Only few Moroccan women have unsocial working hours. Most men, by
contrast, have regular full-time jobs. The prevailing labour market model for couples is
therefore “the man working full-time and the woman working part-time, for just a few
hours or on an irregular basis.” We may call this model the “attenuated male-breadwinner”
model.
59
Moroccan women are therefore clearly in a different situation to Cape Verdean women as
the majority of the latter group work full-time, for 7 to 8 hours a day, with unsocial
working hours. Working on a casual basis, for only a few hours a week or on a half-day
basis, reflects the priority which Moroccan women give to family and household
responsibilities. Both in childcare and the care of the elderly, Moroccan immigrants grant
the family a central role. Looking after a child is a responsibility that should fall on the
family, and mainly on the mother. But the mother’s role in education is also stressed. In
educating their children the Moroccans interviewed wish to pass down their cultural and
linguistic heritage in accordance with Islamic principles and to instil values such as
obedience, discipline, respect for their parents and older people. They see that these values
are not being passed down in the crèches and schools of Italy.
Thus, Moroccan immigrants are somewhat resistant to using formal support services,
mainly when the children are very young. The parents have less difficulty with using
formal support services if it is for a relatively short time. However, leaving a child in an
institution all day long is not acceptable, and is often seen as “abandonment”.
When it comes to care for the elderly, the Moroccan immigrants interviewed share the
notion that “children should take care of their parents”. Taking an elderly person out of
his family environment is actually regarded as immoral:
“Yes, I think a child has to take care of his parents. Excuse me if I say something that, I
saw a difference between Morocco, between a foreign country, let’s say, and here: even if
your papa or mamma is 120 years old, if he can’t see, if he can’t move, he always stays
with his daughter or son, at home. Until they die. But that’s everywhere – you never see
somebody’s parent left in a rest home, not when there are children […] But here you even
see people that aren’t that old who go and stay in a rest home, even if they have children.”
(ITMF7)
The role of the family in caring for the elderly is therefore crucial as the possibility to use
support mechanisms outside the scope of the family is clearly rejected.
If we look at the availability of informal support networks, we can see that the Moroccan
immigrants’ situation is similar to that of the Cape Verdean immigrants: most do not have
access to them.
“Here? No one. Really! I’m alone, do you understand? I take the bigger one, and he
takes the baby. No one. I feel alone here, I find myself alone. If I were in Morocco, it would
be different...” (ITMF9)
“Oh, in Morocco you have everyone around, really. It makes me want to cry when I think
about it. In Morocco if you knock on one door, ten open for you: ‘Don’t worry about it, I’ll
take care of it.’ Here, can I tell you the truth? Here, if you need somebody, there isn’t
anyone.” (ITMF10)
Except in a few cases, the Moroccans do not have their parents in Italy. In addition, most
of those who do have parents living in Italy cannot count on them to provide support for
various reasons (the parents are physically dependent on them, live far away etc.).
Furthermore, even though some Moroccans have other relatives like brothers and uncles
living in Italy, nor are these perceived as being potentially available to provide support
(because they work, have children, do not have time, and some of them need assistance
themselves).
Both Moroccan and Cape Verdean immigrants state that in their respective home
countries the situation would be different, because “there would always be someone” to
take care of the children and the elderly.
60
There are no great contrasts with the surrounding society in values of Cape Verdean
immigrants regarding the provision of care. In the Portuguese society, the family,
especially the wife, is the main source of care for children and the elderly. The generally
adopted ideal is that a child should remain the first years of life at home with parents (Wall
et al. 2001 and 2002). On the other hand, formal support services are valued as well by the
Cape Verdeans as the Portuguese, in so far as they are seen as providing enriching
experiences for the psychic and affective development of the children. Formal support for
small children is therefore not rejected, and for some families it is a primary choice.
There is a slight difference between the Cape Verdean immigrants and the Portuguese
people when it comes to looking after the elderly. In both groups there is a belief that the
elderly should be cared for within the family for as long as possible. A nursing home is
contemplated only if there are no alternatives (Wall et al. 2001 and 2002). However, while
the Portuguese see a nursing home “the last resort,” the Cape Verdeans we interviewed
were very reluctant or even refused outright to use one. This shows that they are less open
to the use of formal services, especially institutional care.
Turning to the average profiles of the Moroccan immigrants selected in Italy, one of the
clearest social differences between them and the Italian population lies in the woman’s
situation in relation to work: Moroccan women work part-time, for a few hours per week,
or casually. Although there is still a fair number of Italian women who stay at home, this
has been in decline. Moreover, when Italian women work they are, like Italian men, in full-
time jobs. Part-time work is of little significance for the Italian population. In Italy the
dual-earner model has nowadays been normalised and legitimated to a degree that even
surpasses the actual numbers (Trifiletti et al. 2001, 2).
Most employed Moroccan women work as cleaners or maids and Moroccan men are
mostly factory workers. Working conditions for Moroccan immigrants differ from those of
the majority: they have unsocial working hours and their salaries are low. The Moroccan
working population is generally younger than the Italian, and their accommodation is of a
lower standard. However, there are fewer if any differences in terms of average
educational attainment levels. The prevailing model for the conjugal division of labour
among Moroccan immigrant families is the “attenuated male-breadwinner” model, which
is not the prevailing model in Italy generally. The status of the Moroccan woman is
correspondingly more subordinate to the husband and to the family than in Italy in general.
There is some common cultural ground between the Moroccan immigrants and the Italian
society: the prevailing family organisation is the “couple with children,” based on
marriage. Lone-parent families, blended families, and cohabiting couples are not very
significant in the Italian society (Sabbadini 1999). On values regarding the provision of
care, the Moroccans we interviewed and the Italians generally agree on the core role of the
family, especially the wife, in the care of children and the elderly.
However, the Moroccan immigrants seem to grant the family a greater responsibility in
children’s education than most Italians do. For them, looking after and educating a child,
especially in the early years, are primarily family responsibilities, placed mostly on the
mother, in accordance with the ideal of “the mother always present” (beside her children).
Accordingly, Moroccan immigrants value the educational role of formal services for young
children less than Italians do in general.
As well the selected group of Moroccans as the Italians generally see the family (mainly
the adult children) as being important in the care of the elderly. For the former, however, a
nursing home is never justified. This flat refusal is not found among the Italians generally,
as they do not totally rule out a nursing home, even though they consider using it only
when there is no alternative.
61
Both the Cape Verdeans and the Moroccans have a strong ethnic identity. In overall
terms they are both very different from their host societies. The Cape Verdean immigrants
are different in social and racial terms, while the Moroccan immigrants are different in
social and cultural terms.
The woman plays a key role in the provision of care for children and the elderly in both
immigrant groups. It is them who are mainly responsible for providing the care. Except in
a few cases, the men take no regular part in care arrangements, either for practical reasons
(unsocial working hours) or for cultural reasons. However, the Cape Verdean woman is
very different from the Moroccan woman. The former is at the same time a mother/carer as
well as a worker and a breadwinner, while the latter is mainly a mother/carer, a housewife
and an educator, in a subordinate position to her husband who is “the head of the family”
and “the breadwinner”.
Table 13. Care arrangements in the samples of Cape Verdean and Moroccan
immigrant families
62
The care arrangements of the Moroccan immigrants show that the women adjust their
work patterns to the requirements of their care obligations (Table 13). This is particularly
evident in the “mother-centred care” arrangement. By contrast, most of the care
arrangements of the Cape Verdean immigrants reflect a strategy in which caring has been
adjusted to the women’s occupations. There are two opposing care arrangement strategies
here and this reflects the different ethnicity profiles of these two groups of immigrants.
Most Cape Verdean women, especially those of the first generation, find it more difficult
to reconcile work and caring than do most of the Moroccan women. This has partly to do
with the amount of time allocated to the job. In terms of average profiles, Cape Verdean
women are full-time workers, while Moroccan women are part-time workers or “less than
part-time workers.”
However, Cape Verdean women suffer from more severe stress than Moroccan women,
even if only full-time workers are compared. The difference is mainly a result from the
types of their working hours: Moroccan women who work full-time have usually normal
working hours, whereas full-time working Cape Verdean women have unsocial or very
unsocial working hours. In this context it is worth recalling that there are no cases of
leaving children alone among our sample of Moroccan immigrants whereas there were
eight such cases among the Cape Verdean immigrants.
Nevertheless, as we have seen, there are some pressures and problems that affect both the
Cape Verdean and the Moroccan women. However, these problems do not derive directly
from their care arrangements and the reconciliation of work and caring but rather from
their situation as immigrants (racial discrimination, being passed over in social and
occupational terms, difficulties with the host country language, etc.). In particular, bad or
poor housing is a recurrent topic in the interviews of both groups of immigrants. This is an
area where immigration policies should put more emphasis in.
Our analysis of the care arrangements of Cape Verdean immigrants showed that the
formal state sector and the so-called “third sector” do not satisfactorily cater for the needs
of those parents who work unsocial hours. Bearing in mind the results of various studies
which have indicated that the number of this type of jobs in the European Union labour
market is continuously increasing, state intervention can no longer continue to avoid these
facts. If it does so, reconciling work and family life will depend exclusively on private
means, which are not distributed in an egalitarian manner.
In relation to Moroccan immigrants, we would like to emphasise that Moroccan women’s
relative lack of involvement in the labour market makes it difficult for them to integrate
into the Italian society. They have major difficulties in communicating in Italian and these
difficulties form a barrier to their full integration in the labour market and other areas of
social life. This is another aspect which immigration policies should definitely look more
closely at.
63
belonging to a specific “immigrant community” (comparable to the Moroccan or Cape
Verdean unskilled labour migrant families in Italy and Portugal).
The most common care arrangement in this group of immigrants is what we have called
the “mother-centred” pattern (Table 14). Included are families who combine work and care
for young children by cutting back, completely or partially, on the mother’s employment.
“Shared parental care” is a family arrangement which relies on sequencing care provided
by both members of the couple (taking and fetching, being with the child after school or on
Wednesdays). Another type of shared parental care is combined with care from an older
child. It has a slightly more complex sequencing involving three carers. In the only case of
this arrangement, the couple lives with three children of their own (aged 8 years, 3 years
and 9 months) and a step-daughter aged 15 years who sometimes cares for the younger
children.
In “formal care arrangements”, the parents rely essentially on services provided by day
care centres, schools or after-school care or activity centres as their main care strategy
while working. In the French sample, the use of standard formal services (without “extras”
such as “homework help” after school or activity centres on Wednesdays) usually concerns
families with adolescent or pre-adolescent children.
The third and last caring pattern “Care arrangements with leaving children alone”
concerns situations where formal care and family care are not sufficient to cover the caring
needs of young children. “Leaving children alone” refers here to situations where young
children (usually below age ten) are left on their own for certain periods of time because
the parents find it difficult or impossible to find other solutions while recognising that the
children are not really old enough to look after themselves.
Like other families, immigrant families that care for young children in Rennes face
constraints in terms of financial resources, availability of services, working timetables, and
support networks. All families have to deal with these factors but for immigrant families,
the experience of immigration and the context in which it takes place (type of immigration,
type of family and family/gender values, employment opportunities in the receiving
society, etc.) shape the meanings and the forms of caring in specific ways.
Those who immigrated to marry (a French national) and to build a family give high
priority to caring for young children, are more “family-orientated” and adopt a social care
64
pattern which stresses the role of the mother as the main carer. This is related to the
immigrant mother’s marginal position in relation to the labour market of the receiving
society. These women are more protected from economic difficulties, from the total
absence of kin networks (which exist on the husband’s side) and the downward mobility of
many labour migrant or refugee couples. However, they are constrained to a certain gender
role inside the family, reinforcing a traditional gender socialisation. However, as the
children get older, many of these women seek to alter their position and adopt new ways in
combining employment and mothering.
Migration situations where one or both members of the couple have immigrated as
students shape different patterns of work/family/caring lives. In couples where both have
studied in France, the members of the couple are not only fairly well integrated culturally
and socially but also have more similar positions/qualifications with regard to the labour
market and the breadwinner role. The meaning and forms of social care thus shift toward a
more varied combination of approaches to balancing work and social care, much closer to
the prevailing “reconciliation models” of the receiving society. In some situations these are
combined with strategies used by women in the country of origin – a family member, such
as a sister or a cousin, who lives in the household and helps in caring and household tasks.
Asylum seeker families have more problems in organising their care arrangements.
During the first years after immigration, there are strong economic constraints due to long
periods of waiting for legalisation, followed by entry into low paid, unqualified jobs. Those
who had previous qualifications may have to struggle to train and work at the same time, a
problem that puts extra strain on the amount of time available for caring. Women will
sometimes be obliged to stay at home unemployed either because they are not legalised or
because priority is given to the husband’s employment or training. If they are lone parents,
they may have to juggle training, work and caring at the same time. Legalisation, housing,
work and training to get a better job — in other words the elementary steps toward
establishing a “normal” life in a new society — will be family priorities. In such a
situation, care arrangements have to adapt to these priorities rather than the other way
round. Children may have to contribute to this effort by becoming autonomous, helping out
as soon as they can or staying alone with no one to care for them.
Finland
The Finnish national sample includes two main countries of origin: China (13 families)
and Estonia (14 families). As in the French sample, however, there is considerable
diversity with regard to types of families and migration patterns. In some families both
members of the couple are immigrants, in others only the wife (mixed couples). Some
immigrants came as labour migrants, others came to study or to take up highly qualified
jobs, and many Estonians label themselves as “returning migrants”. This diversity makes it
difficult to look at immigrant families in Finland as a whole or to compare caring strategies
between Chinese and Estonian immigrant families.
The most common work pattern adopted by the Chinese immigrant families of the
sample is full-time work for both parents. Their most usual caring strategies combine
standard formal care with support from one of the parents in terms of fetching, taking and
being with the child in the afternoon when day care/school finishes (Table 15). Day care or
school combined with “support from the father” takes place when the father has more time
either because he is temporarily unemployed or waiting for a job or because his timetable
is more adjusted to the day-care/school timetable.
65
Table 15. Childcare arrangements in Chinese immigrant families of the Finnish
sample
Leaving a young child with a childminder is another solution. There is only one case in
the Finnish sample but some other interviewees underlined their preference for such
solutions. Many of the Chinese families actually have had difficulties in obtaining
information on existing services (because there has been little information available in
English).
The last caring pattern “care arrangements with leaving children alone” concerns
situations in which formal care and family care are not sufficient to cover the caring needs
of young children (defined here as children aged ten or under). In Finland, however, there
seems to be some social acceptance of this practice. Although day care centres for children
under seven are open until five in the afternoon, schools have short hours for 7-8-year-olds,
from eight or nine to twelve o’clock or one pm. Afternoon clubs may or may not be
available and may or may not be used by families. In practice, this means that some
children over age seven spend the afternoon on their own.
In summary, we have a small number of Chinese immigrant families but strong diversity
in terms of immigration and how it shapes family/work life and care arrangements. Apart
from the only mixed marriage migration case, we can identify three other migration
patterns.
Short-term professional family migration concerns families with high educational
qualifications (both members of the couple, often engineers) who came to work or to work
and study at post-graduate courses at the same time. Their needs for care services are
multiple due to the couple’s strong involvement in professional life. These families were
very keen to learn more about existing services (afternoon clubs, babysitting services, etc.).
A second profile seems to be closely associated with the professional migration of single
persons followed by, some years later, marriage with Finns. These two Chinese women
(one a physicist, the other a biologist) are now in Finland to stay and they are integrated in
the Finnish society. They speak Finnish, have highly qualified jobs, use Finnish day care or
childminder services and are less isolated in terms of social networks.
With regard to labour migration, we only have three cases and their family trajectories
are rather different (two interviewees emigrated as single persons and the third one came to
66
join her husband who had found work in Finland). Nevertheless, all three cases seem to
portray some common vulnerabilities and constraints that contrast sharply with the highly
qualified Chinese immigrant families already described.
When we take a closer look at the Estonian immigrant families, we find that many of the
immigration trajectories of the so-called “returning migrants” are linked to economic
migration. Living and working conditions in Estonia, prior to emigration in the late 1980s
and early 1990s, were bad. Run-down, overcrowded houses, lack of basic amenities such
as running water, families living in “rooming houses” provided by the factory, low-paid
jobs and unemployment, these are the images that make up the family and work
background of many interviews. The late 1980s and early 1990s introduced new
opportunities like the fact that immigrants with Finnish roots became considered as
“returning migrants” and given a more privileged access to Finland. Although many label
themselves as “returning migrants”, none of them had ever lived in Finland before the
immigration. Thus, in practice, they are first generation migrants and usually have few or
no other family members living in Finland.
Specific types of care arrangements for small children are difficult to construct as within
the Estonian family sample, we have only eight interviews of families with children below
age 12. In these families, childcare is organised mostly around family care. The two further
cases (with standard formal care) included adolescent children.
Once again, the mixed marriage migration pattern stands out quite distinctly in the case
of two families. It is clearly associated with the “mother-centred” care arrangement that
tends to develop into a combination of formal care and “mother support” when the child
approaches school age. Furthermore, the sample includes some cases of lone mother
economic migration. By immigrating, they wanted to “get a fresh start” but that is not
always easy. Some have remarried with a Finnish man.
We can see that the experience of immigration and the family trajectory in the receiving
country have a considerable impact on the way immigrant families organise their care
arrangements. As “returning migrants”, these Estonians have had some advantages over
other economic immigrants who move in order to work in a foreign country (such as the
Moroccan or Cape Verdean immigrants). From the point of view of ethnicity, the cultural
(namely the language) and racial contrasts are not very strong. The Finnish immigration
authorities also provide “Ingrian Finns” with considerable support regarding social
67
housing, social benefits and training courses followed by subsidised employment. These
measures act as a buffer even if these people do not always avoid difficulties in accessing
the labour market and its low qualified sectors of employment. Marriage to a Finnish
national, on the other hand, also serves as a kind of buffer. The Estonian women in “mixed
couple” families tend to take up the long parental leaves and part-time work more
frequently than, for example, the Chinese economic migrant families or mixed couples.
Overall, the most vulnerable situation in the sample of Estonian immigrant families was
the one that brought together low qualified migration and lone parenthood. Resources
(networks, time, money) were low and pressures to work in order to set up a better life and
to keep a job were strong, meaning that childcare had to be adapted to work needs.
United Kingdom
The UK national sample reflects the multi-cultural mix of immigrants who came to the
Southeast of England in the 1980s and 1990s as labour migrants, students, highly qualified
professionals or as a certain type of “returning” migrants (British citizens born abroad
returning to the UK as young adults). Many of the couples or lone parents are Asian, some
are mixed Asian and other non-European countries (one mixed Asian and a European
country), others are European and the remaining ones are mixed British and other
countries.
As in France or in Finland, this diversity makes it difficult to consider these immigrant
families as belonging to a specific immigrant community, but it allows us to carry out an
exploratory analysis based on the different types of immigrant families.
One of the most common caring solutions is the “mother-centred” arrangement (Table
17). Included are families who combine work and care for young children by cutting back
partially on the mother’s employment/study hours. “Shared parental care” is another family
arrangement that relies on the sequencing of care provided by both members of the couple.
As in many other countries, it is mainly nurses and other workers of the health sector who
use this solution. Second generation immigrants are more likely to have a family support
network (primarily “grandparent support”) and this has an important influence on the care
arrangement.
68
In “formal care arrangements”, parents rely essentially on services provided by nurseries,
schools, pre-school and after-school facilities. In the French and Finnish immigrant
families, we found many families with children over ten (sometimes younger) using
standard formal services (with no extras) who allowed children to go independently to and
be alone after school. In the UK, on the contrary, there seems to be concern about letting
children come and go alone, mainly because it is not considered safe and also due to
disapproval of “latch-key” children. Moreover, in the UK it is formally illegal to leave a
child under age 12 alone at home. Parents’ and grandparents’ support in taking and
fetching the children is thus considered necessary. This may in part explain why we have
no cases in the UK sample of “standard formal care” with no family support before and
after school hours.
Therefore, the most common pattern of formal care is “extensive formal care” whereby
families combine the use of standard formal services with other services — such as
breakfast clubs and after school clubs — or use private facilities that have longer opening
hours. The immigrant families who have this kind of “extensive formal care arrangements”
have an average or high income level and are linked to immigration trajectories of highly
qualified professional migrants or migrants who have acquired training and graduate/post-
graduate qualifications in the UK.
The third and last caring pattern “live-in domestic helper” concerns two middle class
families (a Malaysian couple and a mixed Malaysian/Mexican couple) who both have a
live-in domestic aid from Malaya. In both families, the domestic helper fills the caring
gaps in the middle of the day as well as before and after school/play-school.
In summary, there is some diversity in the caring patterns of these families and they are
shaped to a great extent by the migration situation, the level of resources (economic as well
as family support networks), the family’s division of paid labour and existing school and
care facilities.
Immigrant families and care arrangements for elderly persons in Finland, France
and the UK
In the Finnish, French and British samples there were some immigrant families with
caring responsibilities for elderly relatives. An example of possible difficulties in this kind
of a situation is provided by an Estonian lone mother who has an aged mother living in
Estonia. She goes to help her mother at least once a month and also supports her
financially. She has been trying to bring her mother into Finland for six years without
success, without getting permission from the Finnish immigration authorities. This type of
situation creates tensions for many immigrant families, as in many European countries the
right to family reunion does not include elderly parents. When these elderly people need
care on a regular basis, family networks find it very difficult to respond to their needs due
to the impossibility of bringing them to the host country.
In those immigrant families that had the elderly relatives living in the host country, the
organisation of care arrangements depended on combinations of the following factors:
working hours, family income, geographical nearness between home and workplace and
availability of informal support, particularly from other family members. As in Moroccan
and Cape Verdean families, family obligations to care for elderly parents were strong and
in these families it was mainly the women (daughters) who took on the responsibility for
caring. Family care was the main solution adopted and it was strongly valued. This led to
some reluctance, in particular in some Mauritian families living in France, to consider
placing the elderly person in a nursing home.
69
However, in contrast with the negative combination of the above mentioned factors in the
Cape Verdean families (unsocial working hours, very low income levels and lack of unpaid
informal support), the Estonian and the Mauritian families had a more positive
combination of factors, making the reconciliation of work and caring easier to implement.
Their working hours were usually typical or flexible, some extra informal support was
often available (from sisters, cousins, daughters) and medium incomes allowed the
occasional use of some form of paid care (for example, hospital care for two weeks so that
the main carer can have a holiday).
70
The qualitative study of this workpackage allows us to understand some of the problems
and dissatisfactions experienced by immigrant families. It is important to mention the
following problems: (1) the absence of sufficient collective structures (even if the coverage
of care provision varies significantly between the countries, our interviews showed that in
all five countries the most vulnerable immigrant families — unskilled labour migrant
families, lone parent families and refugee families — experience the most significant
problems); (2) the absence of accessible information on care provisions in the receiving
country; and (3) social and cultural integration difficulties of immigrant families, in
particular of unskilled labour migrant and asylum seeker families, especially during the
first years after arrival in the host country (language barriers, housing problems, low paid
and atypical working hours, social isolation, discrimination in the labour and housing
markets and in school).
For more details of the workpackage on the care arrangements of immigrant families, see
SOCCARE Project Report 4 and the national reports on Finland, France, Italy, Portugal
and the UK.
71
3.7. Care arrangements in “double front carer” families (Workpackage 5)
72
Portugal and Italy, young people demonstrate an opposite tendency, with 52% and 59% of
the age group still living with their parents. However, though we had expected to find a fair
number of multi-generation families in Italy where residential proximity is the rule and
extended families are common, in reality they were rare within our samples. Nevertheless,
in Italy where women have fewer children and at an older age than in Finland, there are
overall fewer four- and five-generation families.
It was a challenge for all national project teams to include, as was requested, a certain
quota of four-generation families in each workpackage. However, we found it to be no
coincidence that this was especially difficult to achieve in Italy and France. At the same
time, it was very clear to us that the many families of four and even five generations in
Portugal (15 cases) and Finland (12 cases) had little in common. While the Portuguese
families usually could be characterised by a certain amount of residential proximity, the
various generations of Finnish families were instead so spatially dispersed that their
relations were often sporadic at best.
In only two cases of the 12 Finnish families the oldest generation was regularly assisted
by the middle generation. Even then, this care was not necessarily provided by the same
person who cared for the youngest generation. In one case it was the great-grandmother
herself, along with the grandmother, who took care of the great-granddaughter from the
last generation. In other cases, we saw irregular care provided by the older generations
(who often lived hundreds of kilometres away) or no substantial exchange of care at all.
This naturally reflects the patterns of residential autonomy exhibited by the very old in
Finland, which on the basis of the Europanel is the highest in Europe (42% of men and
80% of women above the age of 75 years live alone), as well as the relative generosity of
its welfare system. Portugal, the other extreme of our five countries, reflects the second
lowest level of elderly autonomy in Europe: only 16% of men and 33% of women over the
age of 75 live alone. In Italy 22% of men and 69% of women, in France 22% of men and
59% of women and in the UK 30% of men and 58% of women over 75 live alone (Eurostat
1999).
Though the relatively lower number of years between each generation is a feature that
favours multi-generation relations of care, it may be counter-balanced by the younger
average age of elderly people in Portugal, who may be less needy than their generational
counter-parts in other countries.
As a result, neither the residential proximity nor the smaller age gaps between
generations necessarily produce a high concentration of caring demands on the middle
generation. For example, most of the 15 Portuguese four-/five-generation families did not
see any appreciable exchanges of assistance — except when the help, mainly of an
economic nature, flowed from the oldest generation directly to the lone mothers whom we
interviewed. In these cases, the support provided by great-grandparents substituted for the
support that had been withdrawn by the mothers’ own parents because of disagreements or
conflicts.
Contrary to our expectations, an overload of caring demands on one specific generation
did instead emerge in the UK, where we usually assume relatively weaker networks of
family solidarity. Importantly, however, it was not the “sandwich generation” between the
oldest generation and the parents of small children that was the most heavily burdened in
four-generation families. Instead, it was the lone mothers themselves who had to provide
care on two fronts at the same time: on the one hand, to their own children and on the
other, to their grandparents. These mothers tended to “skip” a generation in a way that is
probably characteristic of their situation. In three of the seven four-/five-generation
families in the British sample, the lone mother had broken off relations with her own
parents while sustaining a more or less demanding care relationship (in one case
73
cohabiting) with her maternal grandmother, with whom she had never broken off. We saw
at least three similar cases in Portugal, as well as one or two among the five Italian four-
generation families but in these latter cases, care flowed in the opposite direction.
These observations led us to believe that, compared to earlier studies on intergenerational
solidarity made predominantly in Anglo-Saxon countries, the family networks in the
Mediterranean countries may have a greater capacity to redistribute the burden of care. As
a result, the generation responsible for small children is spared from the obligation towards
the oldest generation, and vice versa.
In recent years a series of studies conducted in various European countries both in and
outside of the Mediterranean area have clearly demonstrated the new centrality and
generosity of elderly grandparents who are still in good health (“the young-old”) (Attias-
Donfut & Segalen 1998).
Moreover, in the mean time, the results of Workpackage 3 on dual-career families
demonstrated that there is a much greater likelihood of finding extremely old, physically
dependent individuals in three-generation families with post-adolescent or adult children
than in four generation families. Only Portugal was a partial exception from this rule.
There, because of narrower age gaps between the generations, very young children can
also be found in multi-generation families with dependent elderly members.
Indeed, in all five of our project countries the most problematic situations for double-
burdened caregivers were seen most frequently in families with three generations, rather
than in families with four or five generations. In fact, the mere effect of the verticalisation
of the kinship network often means that the four-/five-generation families are richer in
personal resources (Laslett et al. 1993).
74
Table 18. Work arrangements of all “double front carers” of the total sample
75
conditions. In a sense this dimension is intended to measure how much the two fronts
of care present simultaneous requests.
Both of these two dimensions were intended to be independent from 1) subjective
interpretations of the care burden and 2) the different formal and informal care resources
available to share the task. Next, each of these five types is described and explained.
1. Light care involvement on two fronts
This type of care arrangement is characterised by a weak level of involvement of the
main caregiver in the daily care of the elderly person(s). S/he is usually much more
involved in the care of her/his small children. Even if s/he calls the older person(s) every
day for emotional support, s/he usually does not visit more than once or twice a week.
Elderly members of the family still live independently either alone or as a couple, even if
one partner of the elderly couple is already dependent on care. However, the elderly
household needs external support for mobility outside the home (e.g., for medical
controls). The caregivers are usually aged from 35 to 45, except when the main caregiver is
a grandchild. The whole sample includes 24 cases of this type of care arrangement but as
these are not specifically demanding situations, only 4 interviews of this type have been
transcribed and analysed more closely (Tables 19 and 20).
Medium or heavy - 4 6 3 3 16
double front
Periodical or 2 5 4 1 7 19
difficult burden
Total 12 24 27 8 29 100
76
responsibilities towards own grown-up but not yet autonomous children. The whole sample
includes 17 such cases and almost all of them (14) have been transcribed.
3. Medium or heavy double front of care
In this type of care arrangement, the elderly member of the family needing care does not
(any more) have a partner. S/he needs more help in everyday life and either lives alone,
cohabits with her/his daughter or son’s family or lives in a sheltered home, still requiring
an almost daily supervision by the main caregiver. Age of the caregiver is a bit higher than
in Type 1 (37 to 54 years).
A subtype can be seen in migrant families coming from cultures where older people
commonly cohabit with their sons. The main caregiver, usually a daughter-in-law, is
therefore younger (24–41 years) than in other families belonging to this type. Some
caregivers are young because they are grandchildren of the elderly people. Within the
sample, there are 16 families in this kind of a situation and 12 interviews have been
transcribed.
4. Periodical or organisationally difficult double front of care
In this care arrangement type, difficulties in organising mobility are a characteristic
feature. A dependent elderly person or couple may need care on either on a daily basis,
requiring tiresome daily journeys of several miles, or requiring periodical long-distance
journeys. The latter case involves the absence of the main caregiver (aged 42 to 63) from
her/his own family for several days. In this case, children are not any more very young and
may actually sometimes help. This type of care arrangement also includes some families
where a dependent elderly person spends short periods at the home of the caregiver,
sometimes sequencing her/his care and dividing it among several children. The sample
includes 19 families belonging to this type. 12 interviews have been transcribed for further
analysis.
Medium or heavy - 4 4 3 1 12
double front
Periodical or 2 5 4 1 - 12
difficult burden
Total 12 19 22 8 5 66
77
5. Very heavy double burden of care
In this final type of care arrangement, young children, often from late births, have to be
cared for at the same time with a very frail elderly person needing daily and often
continuous supervision and care. This elderly person is usually cohabiting with the family
or living next door. Ages of these caregivers were in our sample from 37 to 47, only in
Portugal and in migrant families we could find younger carers. Younger ages of the main
caregiver may be observed also in a subtype where the person needing care is a severely ill
or disabled spouse. Together with Type 1, this care arrangement type is the most usual
within our sample. All of these 24 interviews have been transcribed and analysed.
2. The “chosen” caregiver: caring on two fronts at the request of the elderly person
In these cases it is the preference of the elderly family member that is decisive, despite
other possible alternatives. An elderly person’s refusal to compromise and accept
alternative care-giving arrangements is often connected to the image of involving strangers
in her/his care. This reaction can be seen as a defence of what little autonomy the elderly
person has left.
“It is difficult to bring someone in whom she doesn’t know.” (FDB01)
More explicitly, family members recognise the right of the old person to refuse
institutionalisation in nursing homes and hospitals. However, if in addition to physical
health problems, the elderly person suffers also from psychological disturbances, her/his
demands to the carer may grow quite severe and unbearable.
78
with the first caregiver type who assumes her/his role for the lack of other alternatives,
here it is understood that in this case the main caregiver is designated only after a certain
amount of implicit or explicit negotiations with other family members.
Sometimes the final outcome of such negotiations is a smooth and peaceful transition
based on “objective” circumstances such as personal affinity with one family member or
personal conflicts with another, the ease with which the caregiver can reconcile the care-
giving with her/his job, or particular family arrangements. In other cases, the agreement is
made only after much discussion and compromise.
“There are also my brother and my sister, but they aren’t involved. My brother lives in
the Chianti and my sister is in Florence, but she works all day and doesn’t have much time
to take care of mother. I work, too, but three days a week I work only in the mornings, and
my mother lives alone and I call her to make sure everything is fine.” (ITMC25DB)
79
children (especially when they are living together with the older person) became
highlighted. In addition, gender imbalances in care are also evident in our data, perhaps
most clearly in the Portuguese cases, where sons tended to delegate the care of their own
elderly parents to their wives. In several cases the caregiver had little choice but to
understand the “legitimate excuses” of all the others (c.f., Finch & Mason 1993).
The quality of relationships among family members is of great importance because they
heavily influence how the caregiver sees her/his role. Even if the caregiver cannot count on
concrete help from other relatives, the stress and depression to which caregivers are subject
seems notably reduced if they feel themselves surrounded by positive symbolic exchange.
It is a major support to be embedded in a flexible kinship network where, if necessary,
roles might change with the evolution of the disease.
“I mean, my brother and sisters are up there, they are really good. My brother spends a
lot of time with Mum and Dad, he keeps me informed of the true story. You get a made up
one from Mum and Dad because they don’t want to worry you.” (UKMC08FU)
The past and present relationship between the caregiver and the person being cared for is
even more decisive. When the caregiver perceives that the difference between the needs
and requests of the dependent family member and the resources available to meet those
needs is too great, she/he may fall victim to a growing and unbearable sense of impotence.
Such exhaustion manifests itself in various ways: physical reactions (chronic tiredness and
insomnia), psychosomatic illnesses (allergies, eczema skin conditions, lowered immunity
to illness), psychological difficulties (senses of guilt or inadequacy, low self-esteem,
irritability), and behavioural problems (defensive attitudes towards others, detachment
from relationships). Often, the caregiver is not able to see when the stress has become too
great and that she should take a break.
“It has been very exhausting, it’s been totally. I noticed it was so tightly scheduled
already when, and especially, last summer when Mom was in one hospital and Dad in
another, and mother’s affairs were so wrong as can be, and we couldn’t, we couldn’t make
any sense of it and then it was actually so that I drove between the two hospitals, went
home in between and dropped in at work, sometimes here and sometimes there. So that last
spring and summer and fall, it was all such a big hassle […] The work was waiting here, it
didn’t go away and you couldn’t take days off for something like this or anything. So that
everything was extremely tight […] It was a feeling of huge hurry, hopelessly huge hurry
and anxiety, they were the topmost feelings.” (FINMC21DB)
Even the most motivated caregivers, when abandoned to themselves, eventually run out
of energy. However, with the burn-out of the main caregiver a precious resource is lost.
The amount of strain associated with caring obligations appears to be directly connected to
the length of time (months, years) as with time, a caregiver is easily left with the
impression that there is no light at the end of the tunnel.
The risk of burn-out or break-down becomes even higher when, in addition to genuine
physical exhaustion, the caregiver is aware of the irreversibility of the degenerative illness
like in the case of the Alzheimer’s disease. The inability of elderly persons to recognise
their family members and their incomprehension of their own actions are two other major
sources of mental strain that caregivers often describe.
Being a caregiver for a parent or a spouse radically changes the interpretation of the
relationship. For couples, the relationship between the partners is transformed not only by
the symbolic and material weight of finding oneself having to care for someone who up to
then was completely autonomous and self-sufficient, but also by the required effort to learn
new skills. These individuals discover that they have to invent a new role for themselves in
relation to their own partner.
80
When a relationship between an adult child and his/her parent transforms into a care
relationship, the change of roles may be even more challenging because it often takes the
shape of an inversion of roles. Becoming “the mother/the father of your own father or
mother” and being forced to watch the progressive deterioration of an ill parent requires
adjustment and redefinition that can be extremely painful and exhausting. If most of the
care burden falls on one person alone, the problems are amplified and the weight can
become unbearable.
In these situations, the original quality of the relationship can be decisive. If the
relationship has always been positive, it is more likely that the adult child’s sense of
gratitude lightens the perceived weight of the care-giving responsibility. If, vice versa, the
memories of the past are negative and remind of a relationship full of conflicts and
difficulties, it becomes more problematic to take on the care-giving burden and it is lived
with greater stress and displeasure. The relationship between the caregiver and the cared-
for becomes tenser, and the probability of episodes of crisis and breakdowns becomes
higher.
“Yes, I’ve always had that sort of caring role but I do still find it difficult being in that
role with my father. Because our background, our personalities and we’ve never got on
particularly well. But at least I can detach myself emotionally from it more.” (UKSP02FU)
From a social policy point of view, these accounts highlight the importance of
recognising that, in addition to individuals with no family to care for them, there are also
people with a family who nevertheless will not be helped by it. Some family members can
not and others will not be available as main caregivers.
In conclusion, the importance of not being left alone as a caregiver should be highlighted.
From an institutional point of view, this does not necessarily mean that the best response is
economic support whereby taking care of family members becomes considered as a
remunerated job. Rather, policies need to favour the conditions under which this care-
giving work can be carried out in the best possible way. In other words, a positive balance
needs to be constructed between costs and benefits for both the caregiver and the cared-for.
The type of external support most lacking seems to be support that helps the carer to
withstand the stress associated with care and to understand when it is appropriate to help
but also when it is needed to stand aside and share the responsibility with someone else.
This last aspect is particularly difficult in those cultural contexts where the task of
providing care represents a traditional family value and is experienced as an act of love and
intimate duty. Cases of intensive caring whereby the sole caregiver provides around-the-
clock attention are not unknown in our data. However, in the interest of the psychological
and physical health of both the carer and the person being cared-for, this kind of situations
should be avoided.
Networks of care
In our sample, family care networks were composed of members from the family of
origin, from the family by marriage and from the extended family. These are
complemented by informal networks that are made up of friends, neighbours, volunteers,
and domestic aids providing either public or privately paid services.
81
Table 21. Network types of double front carer families, whole sample
NETWORK TYPES*
NETWORK Family- Informal Mix: Mix: TOTAL
STRUCTURE based family + services + informal +
others family services
Relatively 5 6 8 13 32
extensive, rich,
and polycentric
Specialised, 2 3 2 5 12
centred on two
caregivers
Minimal or absent 15 10 17 14 56
network, loose
couplings, strongly
centred on one
main caregiver
TOTAL 22 19 27 32 100
*Rich = more than the couple and at least 1 person out of the family.
Specialised = 2 main carers with others on the periphery of the arrangement. An example: 1 carer for
everyday life, 1 carer for different tasks.
Minimum = 1 carer doing most of the care arrangement (more or less helped by the other adult or children) –
usually a heavy burden.
Informal = family and neighbours and volunteers.
Services = public and private.
82
mixture of family members with non-professional assistance, or non-professional and
professional assistance, were characterised either by centring on one or two primary
caregivers (14 cases) or by having a richer network (13 cases).
Balancing the two fronts of care: children and the elderly and their possible
relationships
In all five countries included in the research, parents of small children did not find the
need to provide care on two fronts to be an excessively demanding burden if the physical
and emotional needs of their elderly family members remained within certain objective and
subjective limits. In these situations, it was taken for granted that families would direct the
most of their attention to caring for their children. It is only when the care demands of the
elderly became more frequent and time-consuming, when they were in need of daily visits
or even around-the-clock care that parents with small children began to feel unhappy with
the care arrangement. In this kind of a situation, parents often experienced feelings of guilt
for the time lost with their own children. However, in this respect, differences emerged
among the five countries. Parents in the Southern Europe, and sometimes in France, seem
much more likely to express feelings of regret and sadness about not being able to
guarantee as much time to their children as they would like.
“Well, there was a period when I was very busy taking care of my mother, and I really
wasn’t there for them, and they saw her as an enemy: ‘You’re always at her house, you’re
always with Grandma!’ They didn’t handle it very well, and then they don’t see her the
way children usually see their grandparents […] They don’t feel a lot of affection for her.
To them, she’s just a very needy person, someone who takes me away from them and that’s
all.” (ITDB04)
“What do I miss the most? Time. Time to stay with them without having to nag, without
having to say ‘put your sweater on, take you sweater off, go wash up, hurry up, go get your
backpack ready, make sure you have your swimsuit, make sure you have your gym
clothes’. To have time to relax with them, to watch a movie or to go out for an ice cream,
or to talk about a book with them.” (PMC01DB)
In other words, what really leads to feelings of being over-burdened is when the time
necessary for caring for elderly family members interferes with the time needed to manage
the daily lives of children. In these cases, children are often asked to take too much
responsibility for themselves in a way that is forced by the circumstances and not
appropriate for the development of the child. A minority of interviewees emphasised the
limitations imposed on their own families by the need to stay close to a dependent parent
or grandparent: they cannot go away for a vacation or take a day off. Paradoxically,
however, this problem is one of the most easily recognised and solutions are often found
via social services or the broader kinship network. In contrast, the damage done to
everyday family life is more insidious and, moreover, there seem to be no good solutions
to this problem.
While families in the Southern Europe seem to sacrifice time with their children to care
for elderly relatives, despite of their associated feelings of guilt and regret, families with
small children in the UK and Finland (and sometimes in France) are instead more likely to
use their own family responsibilities as a justification for not becoming the principle
caregivers for elderly family members. Indeed, in these countries, having child rearing
responsibilities is usually accepted as a reasonable excuse in family negotiations on care.
From Finland, the most “secularised” country in this respect, we have a case where even
becoming a grandmother led the participant to suspend a strong and burdensome
commitment that she had previously made to her own parents. Thus, those who do take on
83
the double front carer role in these countries probably do so out of rather uncommon ideas
about family obligations and relations.
Nevertheless, the same discomfort with competing caring needs that we saw among
Southern European interviewees also emerged among some of the Finnish double front
carers, expressed in nearly identical terms. However, unlike in Finland, in the
Mediterranean countries the conflict between the two fronts of care is felt most strongly
when the children reach school age and even beyond. Missing out on these “formative
years” seems to produce more feelings of guilt than losing time with very small children
and babies.
Though it seems counter-intuitive, we found that in all countries caring for an elderly
person and for a very small child was less difficult than caring for an elderly person and an
older child, at least when the level of dependency of the elderly person was not very
significant. In several cases the caregivers saw similarities between the needs of the very
old and the very young. Furthermore, many expressed the potential that the old and the
young can have as resources for each other.
“Then, watching the children play, their smiles, they give her hugs, these are things that
an old person […] She is coming to the end of her life, and so it is important to give her
these things […] Children are like medicine for the elderly, and vice versa, grandparents
have an incredible wealth of affection to give.” (ITDB07)
"Jani [the grand-grandson] is so very important to her. In other words, if you think of
people in her age, many of them are in an old people’s home and pretty demented. But she
doesn’t have time to get demented or sick in the middle of all this. I’ve noticed about her
that, you see, earlier she lived alone. A home helper came a couple of times a week and did
the grocery shopping. The bags were too heavy for Martta [the great-grandmother] to
carry. Jani was born and when he weighed ten kilograms, she was carrying him around
like he wouldn’t weigh much anything. Even when I had told her that there’s no need to
carry him.” (FINSP12ADB)
In addition, the dependence of the elderly is more easily accepted by grandchildren who,
having always seen their grandparents in such a condition, see it as natural. In several
interviews, parents recognised that by exposing their children to the elderly and infirm
grandparents, the children learn to accept illness and death as a normal part of the human
existence. For the adult children, however, it was often more difficult to construct such an
image of their own parents, whom they remembered as being omnipotent.
Some of our participants even mentioned that the grandparent/grandchild relationship
seems able to withstand the deep disorientation brought by the Alzheimer’s disease. This
bond appears to remain a durable and important reference point for the elderly person’s
own sense of self-identity.
"Well, it’s that she doesn’t recognise. Except for the youngest one, she always recognises
him when he visits her. ’The little one, where is he?’ She always remembers him as ‘the
little one’, but she does recognise him. Maybe he is the only one whom she really
recognises.” (ITDB08)
84
eldercare. These results are grounded in our data. They do not derive from a bias in the
interviews but do really express the views of the carers.
It may appear that such an imbalance could derive from a different definition of family
obligations towards elderly members, which is a field where several countries of our
sample have no legal enforcement comparable to parents’ responsibilities for their
children. However, the greater attention given to elderly care can be recognised in the
words of our respondents in all countries. One reason for this imbalance can, rather, be that
such care arrangements involve complex and often disappointing negotiations among the
members of the extended family of the elderly person. Even if the existence of viable
alternatives in residential services of higher quality (in France or Finland) may alleviate the
sense of guilt of adult children when institutionalising a parent, in any circumstance, this is
a difficult decision to take. Usually family members recognise the right of the old person to
refuse institutionalisation.
In fact, the main part of the care for elderly people is carried out in all countries by
informal carers. This was testified by the many stories of long years of family care
involvement told by our respondents. The real problem, then, is how such bulk of informal
care can or cannot be complemented by other resources.
It is absolutely necessary to go beyond the simple hypothesis that national policies fully
determine the care arrangements. In fact, even if negotiations among siblings are
performed everywhere, this does not mean that networks of help are always formed. This
affects the quality of life of our sample families deeply.
The two main types of care networks in our sample are those composed of “weak ties”,
where the network is minimal or even absent and care-giving falls on one person. More
than half of our sample (56 cases) is included in this first type. The second main type,
instead, has relatively rich and polycentric networks that share care responsibilities. A third
of our sample (32 cases) is included in this latter type. There is also a third type with a
specialised sub-division of tasks between at least two caregivers, but it was rarer within our
sample.
All the three types of networks exhibit connections with professional and non-
professional services. The range of professionally provided services is vast, ranging from
less intensive health related services and home services to “total assistance”, such as
nursing homes or assisted living centres, where the elderly person has around-the-clock
access to help. There the institutional mandate covers both health and social needs.
Families in Finland, France and the UK use most often combinations of informal care and
publicly provided formal care. Only Portuguese and Italian families use mostly third sector
and private care facilities.
In Italy, France and Portugal, the informal, non-professional paid sector is wide and
varied, offering a range of types of assistance. In France it is framed by the Prestation
spècifique dépendence, becoming thus semi-public. Some types of this non-professional
care are “light” and temporary, limited by their nature. Others entail assistance delivered
daily or several times a week, including housework and help with bathing and personal
hygiene. In some occasions carers of the latter type even live with the elderly person, often
providing around-the-clock services in exchange for room, board, and a small amount of
money. These workers are usually women, and in Italy and Portugal they are typically
immigrants coming from outside of the European Union. Their working conditions are
often inadequate. However, for the Italian and Portuguese families, this solution is less
expensive than an intensive formal home care service or a residential home.
In any case, there are marked differences between Italy, Portugal, and France in the
relationship between families and paid services. In the former two countries, private
85
assistance, especially for the elderly, is hired to substitute for public services. In France, it
is used only to complement public services. In contrast to these countries, in Finland and
Britain where access to formal services is easier and care provisions are more generous,
non-professional extra-family care work is mainly provided by volunteers, usually free of
charge. However, its coverage is limited.
Concerning the general organisation and control of the care arrangement, the family and,
in particular, the main caregiver remains everywhere the most important resource. It is s/he
who, even in the richer and more co-operative networks, assures the “synergy” and co-
ordination of the various activities. However, if too scarce help — or none at all — is
available to her/him from the outside, this fundamental resource tends to become quickly
exhausted. From this point of view, formal and informal services need to be combined in a
complementary way. Often both of them are necessary.
In conclusion, the need to think in terms of a system of care, compatible with paid
employment, emerges ever more clearly from the words of our participants. By thinking
about the networks between families and services as an integrated system of care, we are
able to depart from a logic that envisages either total delegation of care or the myth of
specialisation. In the first case, the asymmetry of the relations is in favour of services that
have the power to “govern” the network. In the second case, according to the model of
health services, services deal with only small components of user’s needs without
examining how they affect the bigger picture. Indeed, the growing use of non-professional
services in many countries, whether paid or voluntary, can be interpreted not only as a
strategy to meet an unsatisfied need but also as an effort to find more flexible and
personalised solutions. Such solutions, above all, leave the “government” of the care for
family members to the family itself.
For more details of the workpackage on the care arrangements of double front carer
families, see SOCCARE Project Report 5.
86
4. Conclusions and policy implications
Each individual care arrangement of our sample has been applied to specific conditions
within the constraints of existing labour market and childcare service structures. Lone
parents have to be innovative in using all the existing opportunities to overcome the gaps
in service provision and the inflexibility of their work conditions. Their everyday life
innovations include, for example, moving to an environment where formal and informal
childcare services are close and available; changing to a one with standard or flexible
timetables; minimising work trips; working at home; arranging most intensive work
periods to coincide with the grandmother’s holidays. All these practical ways to adapt the
arrangement to the social context also have impacts on structures, as they may cause a
concentration of requests for services or, on the contrary, consolidate family communities.
Structures may be reinforced by individual choices or influenced by the expression of new
demands.
In countries like Finland and France where formal childcare it is largely provided, it is
the dominant source of care for working lone parents. Traditionally, formal care has
provided standard and rather inflexible services. However, several lone parents of the
sample have received responsive formal childcare services that could be seen as
innovations within the public care system. The most flexible example was the Finnish 24-
hour day-and-night care centre that was open each day (and night) of the year. In
particular, there are some lone parents who are doing 3-shift work, including weekends,
who are in clear need of such an extensive service. Several day care centres also have
extended opening hours (6-22 o'clock on weekdays) and this serves the day care needs of
most lone parent families. Providing extended or around-the-clock services does not
however mean that the amount of external childcare will necessarily increase. It only
coincides better with the actual atypical working hours of the lone parents.
Nevertheless, extended opening hours do not solve all the practical problems in day care.
The criticism of lone parents at day care deals most often with the practical difficulties
linked to the refusal of entry in the case of a sickness of the child.
The expansion of the voluntary sector is an important development. A good example is
the Finnish MLCW (Mannerheim League for Child Welfare) childcare service. MLCW is a
voluntary organisation instructing young and other adult women in childcare and providing
their flexible services to families with children. The service is an innovative form of “paid
volunteering”. From the perspective of lone parents, however, this service is problematical
due to its cost.
The experiment of the French ADMR (“Aide à domicile en milieu rural”) with atypical
schedules is also a good illustration of this recent change. ADMR is a traditional voluntary
organisation involved in various kinds of home help. Despite the instability of the work
offered and the recruiting difficulties deriving from it, all users appreciate the service.
However, ADMR also illustrates the major dilemma that voluntary sector organisations
have to face: whether they have to depend on the state in order to receive (co-)funding for
their innovative and accessible services or, they are obliged to offer their services at a
higher price, which means that many lone parents will not have access to them.
In most of the countries, local lone parent associations have developed organised forms
of mutual exchange (“care circles”) which are significant innovations. Unfortunately, lone
87
parents’ associations have a very short life cycle, as their founding members often stop
their active participation as soon as their family situation changes or when their children
start school. In Italy, the state does not categorise lone parents as “one-parent families” that
require specific attention and support. This policy inaction is reflected also in the
mobilisation of lone parents as we observed a serious lack of mutual solidarity among our
lone parent sample from Italy.
Because low-paid jobs usually have flexible hours in a family-unfriendly way, many lone
parents feel that they are not properly fulfilling their role as parents, leading to feelings of
guilt. Instead, lone parents in independent professions and lone parents who work at home
have the opportunity to organise their working timetables more freely. This flexibility is far
more family-friendly as it allows time for childcare and, in some cases, time for oneself, as
well.
As a conclusion from Workpackage 2, we wish to underline two main challenges for the
future.
(1) The intensified pressure that is due to the change of the labour market in the direction
of more frequent atypical hours and uncertain employment status. The absence of
employers when facing the consequences of this development is a major issue. Up
until now, employers have not been sufficiently concerned with the problems caused
by the increase in unsocial working hours. So far, the problems raising from
employer action have been transferred to local authorities and families.
(2) The other major challenge concerns gender inequalities in terms of caring pressure.
In most of the European countries, caring is still overwhelmingly on the
responsibility of women. A wider sharing of caring tasks between men and women is
certainly one of the main challenges for the coming years. In order to reach this goal,
it needs to be supported by strong collective incentives.
The general trend in Europe is towards dual-earner couples regardless of whether they
have children or not. In families with children, dual-career families are now as common as
one-earner families or families where one partner (usually the male) works full-time and
the other partner works part-time. In some European countries like Portugal and Finland,
dual-career families already dominate the labour market.
Surveys report unanimously that the majority of men and women in the EU Member
States think that families should share both household chores and paid work equally.
However, in practice, both the literature and our sample show that women still do the most
of informal care, concerning caring for older relatives as well as childcare. Men are more
involved in childcare than in care for older relatives and both men and women spend less
time on eldercare than on childcare. Despite the differences in national welfare provisions
both the research literature and our sample demonstrate that in each European country,
there are fewer people involved in caring for an older person than in childcare.
Dual-career couples tend to work long hours and have limited time to spend together as a
family. Combining work and family obligations can vary from simple to complex and from
robust to fragile arrangements. Our data show how for some families it is demanding and
stressful to combine work and care. This is particularly so in the admittedly rare families
with “double front” caring responsibilities. While families often do combine informal and
formal care sources, overall the family is the main provider of care. Variations in work and
88
care strategies are mainly explained by personal preferences, the care services available,
work schedules and transport constraints.
In spite of the EU Working Time Directive, about half of our respondents and their
partners work more than 48 hours a week. Work schedules have a critical impact on how
dual-career families manage care plus work. Daily and emergency care needs have to fit in
with work demands. Care arrangements most often depend on one partner having a more
flexible working schedule and/or working fewer hours than the other. Getting children
and/or older relatives ready in the morning, taking them to school/nursery/adult care centre
and collecting them to take home is structured around the start and finishing times of work.
The partner who starts work later and who finishes earlier usually undertakes these tasks;
sometimes the same person, sometimes not. In “double front care” families, it is absolutely
critical that at least one of the partners has some flexibility in her/his working hours. The
flexibility of working schedules also plays a significant role in emergency and unusual
situations: a child or an older relative becoming ill, having hospital or medical
appointments.
Workplace culture and the attitudes of employers and colleagues seem to be more
understanding when time off is needed to care for a sick child rather than to care for an
older relative. While the EU Directive on Care Leave allows parents and carers to ask for
time off in emergencies, some respondents are reluctant to do so as they wish to avoid
being seen in a bad light by their employers and colleagues.
Social and extended family networks seemed to be a critical element in explaining many
care arrangements, particularly the arrangements of families caring for an older person.
Where families were isolated from social and family networks, that is, where relatives and
friends were not involved in caring, tasks were often left to one person only. However, the
influence of attitudes and values of respondents and other family members was significant.
Some families preferred not to rely on their family or social network because such care
arrangements often incur reciprocal or emotional costs and were felt to add to the demands
on the couples. As well, the preference of the older person her-/himself to be cared for at
home by one carer and not wanting to go into a nursing home was also influential.
Caring arrangements for older relatives are vulnerable to any changes in the level and the
frequency of care needs. While parents can look forward to children becoming more
independent over time, couples anticipated that their older relatives would make increasing
demands for care over time and worried whether or how they could manage to meet
increased demands. Many of the families were involved in caring for an older relative who
had only long interval needs and continued to live independently. The care that the
respondents provided was predictable and the most frequent form was daily visits. In
contrast, the older relatives of some respondents had short interval and wide-ranging care
needs. Here a choice of two solutions was apparent: entry into a nursing home or having
the older relative to move in with the family.
There is evidence that the EU directives on parental care and working time exert some
influence on the lives of dual-career families. While some respondents and their partners in
our sample worked more than 48 hours a week, most worked less and two respondents
were on maternity and parental leave respectively indicating some positive effects of social
policy.
National differences in welfare provisions were expected to have a substantial impact on
care arrangements. The effects were seen in the details of family life. Our respondents
organised their care arrangements according to the availability, location and the opening
hours of care facilities, the proximity of their workplace, the hours they worked and their
personal preferences. The respondents described compromises. Many couples regretted
that often they had only limited opportunity to spend time together as a family unit.
89
Leaving the children without adult care after school was of particular concern in some
Portuguese and Finnish families. Service opening times added to the difficulty of arranging
care, particularly in rural areas, across all the five countries.
While the Finnish and the French families had access to more comprehensive systems of
support for caring and parenting from publicly provided services, gaps in services were
still apparent. Examples of such gaps include the lack of after-school care in Finland and
waiting lists for home-help care for older people in France. Access to public care services
was very limited for the Portuguese and the Italian families and they were more likely to
use third sector and informal care. There was a similar picture in Britain although there
was available very limited financial support for carers and currently, policies to provide
more state subsidised childcare are being developed as part of the National Childcare
Strategy. In general, the Finnish and the French families were more satisfied with the
welfare provision available to them than were the British, the Portuguese and the Italian
families. The latter ones often complained of insufficient and scarce public services as well
as of limited and highly expensive private services. Concern about the quality of care
provided by public services for older people was voiced by the Italian, the Portuguese and
the Finnish respondents. It is likely that this concern contributed to seeing residential care
for older people as a last resort.
Across the five countries, families were asking for more after-school care, summer care
and care facilities that could help them with their care needs in emergencies. An on-call
home care service for children as well as older relatives that could respond quickly and that
could provide care for a few days at a time was seen as an ideal solution by many
respondents. In Finland, the Mannerheim League does provide such a service but some of
the Finnish respondents who had used it had been disappointed (to, for example, not
having influence over the person of the child carer). Respondents also requested for more
publicity and better information about local care facilities for children and older people.
Some respondents suggested that the difficulties they faced in combining employment
and care would be eased by more flexible opening hours of day-care facilities. Often all
that was required was to extend the opening hours by an hour or two. In many cases this
would have profoundly changed the balance between work and care schedules. In Italy,
Portugal and Britain, high day-care prices and the shortage of free public services caused
requests from families for financial help towards the caring costs of children and older
people. Necessarily, reforms of this kind have to be implemented at the national level.
However, the EU has the ability to influence national debates and policy developments.
The European Union could intervene through an initiative similar to the Directive on
Parental Leave but this time concerning the care of older people. The debate that would be
generated by such a proposal might also open up discussion about the discrimination
experienced by some of our respondents who had needed to take time off from work to
care for their older relative. Compared to parents with sick children, the carers of older
people had significantly more difficulties in getting time off from work. An opportunity for
carers to take paid leave to look after their older relatives would ease the existing shortfalls
in service provision and reduce the increasing pressure caused by the ageing of the
population. However, this would need to happen in tandem with increased service
provision so that such a reform would not reduce families’ ability to choose between
different modes of care.
Some respondents suggested information centres that could be a “one stop shop” where
people could find out about parents’ and carers’ legal rights and care facilities and where
they could be receive advice on care-giving. We learnt that parents often have to rely on
“word of mouth” information to find out about services. Many service providers do not
advertise, as they may be over-subscribed or do not operate waiting lists.
90
Our interviews did not reveal people having a high quality of life. Most of the dual-career
families were not particularly content with their everyday lives. While most of our
respondents did not complain greatly, they presented themselves as people who were
getting by, doing the best they can, and often looking forward to when this difficult stage
in their lives would end. This is not a particularly upbeat picture of people who constitute
the core of Europe’s producers of economic value and much of its caring. There must be
ways to make these people’s lives more than just tolerable.
Many researchers into the work-life balance insist that simple policy solutions will not
work; that the complexity of the problem must be reflected in a complexity of policy and
service responses; that what is needed is a substantial pluralism of potential solutions. We
do not entirely agree with this. While we accept that the main finding of our research is the
variety in families’ responses to unique combinations of needs and constraints, a number of
basic social policy remedies do suggest themselves. These are best captured by the term
“support infrastructure”. Just as complex modern cities cannot work efficiently without an
appropriate infrastructure of roads, communications and drains, so families combining
employment and care need an appropriate infrastructure of services and entitlements that
they can rely on. Pursuing the analogy with town planning, what is surprising is how
reluctant and partial governments have been in recognising the infrastructural supports that
families require if they are to operate effectively and efficiently.
Two parts are essential to this infrastructure:
(1) Specific entitlements to flexible employment arrangements that take account of care
responsibilities for children, elderly and other family members. These exist in part in
various ways but they are rarely comprehensive and complete. Included in these
would be distinctive rights to emergency leave when a child or other dependent is ill
or a care crisis occurs. We see no evidence in the way our sample talked about their
commitments to career that they would abuse or over-use such entitlements.
(2) Childcare and social care services that routinely operate outside normal working
hours so that care can be fitted round employment schedules. Services also need to
transcend the reasons why some people do not or will not use them. In our interviews,
people often said that existing services were of insufficient quality, too inaccessible
or too rationed.
In short, dual-career families (and others who combine work and care) need entitlements
and services that they can control and use as reliable elements of their work + care
arrangements.
Workpackage 4 was concerned with how public and private policies might alleviate
pressures that immigrant families experience when managing work and care responsibilities at
the same time. As foreign people continue to immigrate into European countries, policy-
makers often question whether policies at work are “integrating” migrant families. However,
they rarely ask whether policies are successful in supporting the duality of work/family
obligations of immigrant families and whether more could be done in this respect. The effects
of work/family problems on the lives of second generation children are also rarely questioned.
The qualitative study of this workpackage allows us to understand some of the problems
and dissatisfactions experienced by immigrant families. It is important to mention the
following.
91
(1) A major problem is the absence of sufficient collective structures. Even if the
coverage of care provision varies significantly between the countries, interviews
show that the most vulnerable immigrant families (unskilled labour migrant families,
lone parent families and refugee families) experience problems in all five countries.
Lack of care provision means that there is, above all, a shortage of low cost,
universally available, care provision. We are referring, here, to low cost facilities that
cover not only the typical working hours of parents but also take into consideration a
certain period of time before and after standard working hours and the starting and
finishing times of schools. In some countries, such as the UK, there is a general lack
of universal care provision. In other countries, such as Finland, the problem emerges
for certain parts of the day/week or for a particular age group (for example, for young
school children who finish school at noon). In Portugal, the high concentration of
African immigrant families in areas of social deprivation causes that the existing
third sector collective structures in these areas do not cover the extensive needs for
care provision for young children.
(2) A second major problem is the absence of information on care provisions in the
receiving country. Easy access to information, not only on work life and social
security issues but also on existing provisions (schools, after school care, nurseries,
transportation of children, childminders, school holiday care), preferably in native
languages (or, at least, in English), was wished by different kinds of immigrant
families, the highly qualified professional families as well as the low qualified labour
migrant families.
(3) A third general problem concerns the social and cultural integration of immigrant
families, in particular of unskilled labour migrant and asylum seeker families and
especially during the first years after their arrival in the host country. The social
isolation problems of some women in other migration patterns, like in the mixed
marriage migration, should not be forgotten, either. Social and cultural integration
problems that affect the well-being of these families include low paid and atypical
working hours, housing problems, language barriers, social isolation, discrimination
on the labour and housing market and in schools, and not being able to work due to
delays or difficulties in legalisation. This last-mentioned problem affects not only
asylum seekers and labour migrants but also, in some countries, the wives of legal
working migrants who are entitled to family reunion but not to a work permit.
Interviews show that difficulties in integrating the labour market (or in keeping a
full-time job) are a major problem as they considerably reduce the family’s level of
income. On the other hand, atypical or long working hours are frequently a
characteristic of the type of jobs that immigrant workers, especially first generation
migrants, have access to. Such unsocial work schedules affect strongly and directly
caring arrangements. If we consider that this kind of pressure from work is not likely
to diminish, given the general trend of the labour market, then policies have not been
sufficiently concerned with the consequences on family life. In this respect, public
policies as well as employer policy (with work site care provision?) need to be
reconsidered.
92
Policy measures suggested in the Finnish national report:
• Language courses for immigrants,
• Those who move to Finland to work or marry need to get the same type of support that
refugees and returning migrants receive,
• Centres for information about services and social benefits in English,
• More care provision (afternoon clubs) for primary-school children.
In all the five countries we studied, we found a broad agreement that it is inexcusable to
leave elderly people who have worked their entire lives to be economically dependent on
their own adult children for even the most basic services.
The academic literature on the “double front care” issue has previously concentrated on
the “sandwich generation” of women between the ages of 50 and 60 years who find
themselves with responsibilities both towards their elderly family members and their very
young grandchildren. However, our study instead brings to light the challenges faced by a
93
slightly younger cohort of women who up to now have been almost invisible in debates on
family care. These women, who have delayed childbearing by several years and who are
often the last born of their own mothers, must sometimes meet the caring needs of their
own parents or elderly dependent family members (or sometimes a seriously ill husband)
while they still have quite young children of their own. In these situations, the customary
timing of the life course is confused and caregivers must deal with an “unnatural”
coincidence of needs that usually occupy different stages of life.
These situations arise not from a diminishing age gap between generations but rather
from its widening. It is thus most frequently found in those countries where population
ageing is accompanied by trends in which young people delay marriage and stable
cohabitation, that is, in Southern European countries like Italy. In the Finnish sample,
instead, we found four-generation families and the “sandwich generation” of slightly older
women with care on two fronts to be more commonplace.
During the research, our interviewees presented many policy-relevant suggestions. The
ideas of these “double front carers” are grounded in their own profound experiences of
providing care to elderly family members and in their sensitive management of
intergenerational relationships. These suggestions are rich in practical solutions and
provide many lessons for social policy. Many of them seem valid for all countries facing
population ageing. Below, we attempt to present these ideas systematically.
1. In making their needs-assessments, social support services should consider all the
fronts of care that families have to face.
None of our five countries can be said to be generally capable of offering care services
that encompass the extraordinary burdens associated with caring for both dependent
elderly relatives and children/grandchildren — or even, in addition, a disabled or
dependent relative or foster children. Such a variety of “care fronts” occurred even within
our very small sample. Instead, the services and forms of assistance are usually always
aimed only at one problem at a time, incapable of comprehending double (or triple)
simultaneous sources of need, the various commitments they demand, and the
consequences of such burdens on family life. What these policies amount to is a mix of
various forms of formal care, delivered often according to strict rules, with a fully arbitrary
blend of whatever forms of informal care happen to be available.
2. Assessment of the total personal resources that make a family ‘care-rich’ or ‘care-
poor’ should be systematically formulated so that it can be inserted into the access
criteria of various support programs and services.
At present, family caring resources are counted only when social protection systems use
them punitively, as demerits against an individual’s right to assistance. We saw this
phenomenon often in Southern Europe where informal family resources are measured in
order to take the formal support away. Instead, the focus should be on how the informal
resources could be combined with formal services, taking their specific qualities into
account. The objective should be both to activate these resources, and to provide them with
a protective frame of reference. In fact, this is the most general recommendation that we
can derive from our research. Formal social recognition and consistent support to family
caregivers could prevent their exhaustion and burn-out and thus, help to save an essential
resource.
In suggesting potential access criteria for social support that takes family caring
resources into account, we find the transparent criteria used in France for access to the
Prestation Dépendance especially useful. This program allocates a certain number of hours
94
of assistance, of one kind or another, based on demonstrated need. A family’s need is
calculated by taking into consideration each front of care on which they are occupied,
including childcare, elder care, and care for other disabled or dependent family members.
Furthermore, while the nuclear family is the first unit of analysis, the extended kinship
network also enters into the equation. This system is also important for those who lack
relational resources, or do not have family members to help with small daily chores. The
recognition, compilation, and valorisation of small and even occasional forms of assistance
or companionship from the family network and the community should become a part of the
shared culture, preventing the exhaustion of any single source of support.
This approach could accommodate the range of generosity found across the different
welfare regimes as each country could continue to distribute a level services and assistance
that is proportional to its resources. On the other hand, this approach would provide a new
foundation for convergence of the criteria used to evaluate need. Finally, the functioning of
services could also become more similar, because, though embedded in different
institutional structures and offering differing levels and types of coverage, to reach the
objective of high quality service, the means are often the same (Eliasson-Lappalainen and
Szebehely 1999).
4. Clarify both the intra-familial solidarity pacts and the gender contract on which the
care arrangement will hinge in the future.
We have seen the tacit and taken-for-granted ways in which main caregivers are
designated. However, if public assistance were conditional on a sort of explicit and
contractual stipulation of who, among siblings or within couples, is responsible for which
caring tasks, an enlarged sense of collaboration could take root. The idea that other people
are also involved in the care-giving would relieve a complaint expressed by several main
caregivers who receive no assistance from their family or social networks. The
development of explicit shared agreements could also prevent situations in which the
95
designated caregiver suffers from extreme social exclusion as a result of her/his care-
giving burdens.
These agreements need to be adjusted and made compatible with the scope of family
obligations that are understood and accepted within the specific cultural framework of each
country (Miller and Warman 1996). However, the awareness of the greater disadvantage
suffered by Southern European caregivers facing care on two fronts should discourage the
services from making misguided normative evaluations about the complex balancing
between needs and resources.
It is crucial that public services attain a deep understanding of the complicated ethical
motivations behind caregivers’ willingness to care for their elders. Service operators need
to learn to act within a framework of altruism. In a certain sense, formal services need to
learn to speak the language of families.
5. Help in accepting the decline and the death of a family member needs to be
provided.
There is no doubt that the greatest strain for caregivers is the daily sight of the
deterioration of their close family members. Often, caregivers even lose their ability to
distinguish their own physical problems from the distress caused by their impatience and
feelings of guilt. Taking care of an elderly person also means confronting the experience of
death, having to overcome an extremely powerful social taboo.
A counselling service could considerably ease these problems. As experiences from self-
help groups of caregivers illustrate, it is not necessary that these counsellors have specialist
training in formal psychology. It is enough that they are able to listen to feelings that are
hard to express. This type of service could also lower the probability that some siblings
withdraw themselves completely from the care of their declining parents. Currently, many
of the withdrawing siblings are incapable of managing the emotional difficulties associated
with seeing their parents in decline.
A certain amount of information about decline and death, and about how to prepare for it,
could be developed and incorporated into service programs. It would be very useful if such
an information resource, grounded in the accumulated experience of caregivers, was
widely circulated and accessible. The capacity to interpret the situation from the point of
view of the elderly person, to perceive their small needs and to maximise whatever
resources of self-sufficiency they retain, greatly helps. Thus, family members still would
have the opportunity to respect and cherish the signs and traces of the “old self” that
remain. This kind of a gradual approach, though, completely contradicts the “threshold
logic” behind the most part of existing service provision for the elderly.
The history of the personal relationship with the elderly person remains the crucial
starting point in the willingness to provide assistance with intimate tasks such as personal
hygiene. It is not surprising that the more generous and developed welfare state regimes
are clearly more capable of taking these kinds of needs into account. In contrast, welfare
states in Southern Europe appear to exhibit a particularly brutal incomprehension of the
meanings embedded in such extremely intimate tasks. Instead, such care tasks are often
taken-for-granted as part of the family’s obligation.
96
grandparents and grandchildren is still relatively unexplored (for an exception that
confirms this impression, see Attias-Donfut & Segalen 1998). This relationship may
provide a wealth of security for children: it is their chance to skip over a generation and
spend time with calm and self-assured adults who, free of the strains and responsibilities of
parenting, can afford to always be “on their side”.
Furthermore, reciprocities may emerge when the relationship is transformed and the
dependencies are reversed. Once more, skipping a generation, the grandchild is situated in
a more symmetrical role where, though not being directly responsible for care-giving, s/he
is permitted to provide care gratuitously. Of course, the history and quality of the
individual grandparent-grandchild relationship shapes the grandchild’s involvement when
the elderly person starts to need care.
Among our five countries, only Finland has attempted to compensate family members for
this type of caring, instituting a care allowance that can be claimed by an adult caregiver,
even if s/he is a relative of the person being cared for. However, we can ask whether
placing a monetary value on the relationship may undermine the altruistic ethic that usually
characterises the grandparent-grandchild relationship. A more appropriate solution to
reward the care provided by a grandchild might be awarding a longer-than-average
parental leave, when the grandchild has need of it or, alternatively, the accumulation of
credits in a “time bank” that the grandchild could later use for the care of his/her own
children. These types of retribution seem to be in better accordance with the long-term
balance of the intergenerational give-and-take that characterises the grandchild-
grandparent relationship.
We can also ask if services like occasional companionship could be seen as strategies
capable of compensating for demographic imbalances that threaten to dry up intra-familiar
care-giving resources (Laslett et al. 1993). Such a change in perspective would be specially
needed in Southern Europe.
We can thus conclude that the efforts to define a more sustainable social justice must first
address a new social contract that articulates more evolved forms of the gender contract
and inter- and intra-generational solidarity (Esping-Andersen 2002). Inter- and intra-
generational solidarity must be based on a joint consideration of what forms of informal
and formal assistance can be mobilised in light of the public and private social costs of an
ageing society (Attias-Donfut et al. 2002; Myles 2002).
97
4.5. Main policy recommendations of the SOCCARE Project
98
support services like domiciliary care but these must be adjusted to the needs and
preferences of both, the care-givers and the care-receivers.
• In order to make a sequential combination of work and care possible, care leaves need
to be available to employees. In practice, only a small minority can use an unpaid care
leave. As a consequence, financial compensation schemes for the loss of income are
necessary. In this respect, family members of older people are in all EU Member States
clearly disadvantaged compared with parents of young children. Carers of older and
disabled people are in most need of policy extensions in this respect but in several
Member States, parental leave and benefit schemes are not adequately developed,
either.
99
ensured. As well, in order to achieve a better gender balance in caring, the participation
of men needs increasingly to be supported by social security policies.
• In our study we saw that also general immigration policies have significant
consequences for care arrangements of families in Europe. Families become very
vulnerable when they are isolated from their original social networks. Consequently,
immigration policies should support these networks, not negate them. In particular,
family reunification should include elderly and disabled family members. General
integration problems make the everyday lives of many immigrant families difficult and
these problems need to be addressed with determined policies. Immigrant families can
not properly organise care for their members if they are continuously discriminated
against in labour markets and public services.
• Social work has traditionally been concerned with the material conditions of families,
domestic violence, mental and substance abuse problems. However, it should be noted
that the lack of care is a social problem as serious as the lack of income. As a
consequence, social work should develop its professional practices and increasingly
focus on supporting families in forging well-functioning care arrangements. On the
other hand, health care tends to medicalise and individualise older and disabled
people’s problems. The contribution of social work is needed to balance the situation
and bring forward the everyday life level and the care networks of these people.
As a final word, we want to emphasise that it is highly necessary that policies do away
with strict dichotomies. Citizens of Europe are not either workers or carers. They are both
at the same time. As well, children, disabled people and older people are not in need of
either informal or formal care. Both are essential and practically always, there is a need to
integrate both at the level of everyday family life. To face the challenges of the future, an
integrated policy perspective on work and care is required in Europe.
100
5. Dissemination and exploitation of results (Workpackage 6)
101
Other dissemination at the local level
• Claude Martin: “Solidarités publiques, solidarités privées: proches, bénévoles et
professionnels. L’exemple de la dépendance des personnes âgées”. Conférence dans le
cadre des Rencontres organisées par le Collège coopératif de Bretagne de l’université
de Rennes 2 sur le thème «Professionnels et bénévoles: professionnalisation, formation,
co-gestion. L’exemple du tertiaire relationnel non lucratif ». Rennes, Le 28 avril 1999,
publiée dans les actes.
• Teppo Kröger & Katja Repo: “SOCCARE: A European research project on care
arrangements of children and older people” [in Finnish]. Conference on Research on
Europe, University of Tampere, Tampere, 19-20 April 2001.
• Empirical results of the SOCCARE Project have been reported in the main newspaper of
the Tampere region (“Aamulehti”) on several occasions, 2001 and 2002.
• Minna Zechner: Interview on a local radio channel about the SOCCARE Project and its
results, 2002.
• Katja Repo: “Tensions within the family economy”. Seminar “Perspectives to Critical
Family Research”, University of Tampere, Tampere, 18 November 2002.
• Teppo Kröger: “Childcare arrangements in families in Europe” [in Finnish]. Seminar
on social scientific issues, University of Tampere, Tampere, 22 January 2003.
• Minna Zechner: “Comparative qualitative research” [in Finnish]. Seminar “Research in
Process”, University of Tampere, Tampere, February 2003.
• Minna Zechner: “Dual caring commitments in Finland and Italy” [in Finnish]. Seminar
on methodological issues in childhood and family research, University of Tampere,
Tampere, 11 February 2003.
• Minna Zechner: “Comparative research in the European context (SOCCARE)” [in
Finnish]. Course on research process, University of Tampere, Tampere, 24 February
2003.
• Katja Repo: “Service experiences of career families”. Seminar “Expertise and
Customership in Culture and Welfare Services”, University of Tampere, Tampere, 31
October 2003.
102
National dissemination seminar “Servizi formali ed informali per anziani: un confronto
europeo”, Milan, 15 October 2003.
• Rossana Trifiletti & Simonetta Simoni: “Care arrangements in double front carer
families” [in Italian].
103
• Rossana Trifiletti: “Social care in immigrant families and double front carer families”
[in Italian]. Seminar “Social policies for frail elderly: perspectives towards
privatization and marketisation”, University of Florence, Florence, 3 May 2002.
• Claude Martin: “Articulation des temps de vie. Conciliation vie professionnelle / vie
familiale : un enjeu européen”. Conférence au colloque « Egalité professionnelle entre
les femmes et les hommes : enjeux et perspectives », organisé par la délégation
régionale des droits des femmes et la direction régionale du travail, de l’emploi et de la
formation professionnelle, Université de Rennes 1, INFED, Rennes, le 18 juin 2002.
• The Portuguese team published two scientific articles about the project results in two
Portuguese social scientific journals (see publication list), 2002.
• Claude Martin: “Conciliation entre la vie familiale et la vie professionnelle dans
l’espace social européen”, Conférence aux Rencontres de la Délégation
interministérielle à la vile et au développement social urbain sur le thème « Les
arrangements quotidiens dans la ville : vie familiale et vie professionnelle », Paris,
ministère de l’Emploi et de la Solidarité, 27 juin 2002.
• Minna Zechner: “Caring on two fronts” [in Finnish]. National graduate school of
family research, Jyväskylä, 10 October 2002.
• Tepppo Kröger: “Childcare arrangements of lone parent families in five European
countries” [in Finnish]. National Social Policy Conference, Kuopio, 25–26 October
2002.
• Teppo Kröger: “SOCCARE: Qualitative comparison in Europe” [in Finnish]. Seminar
on methodological issues in childhood and family research, University of Tampere,
Tampere, 12 November 2002.
• Teppo Kröger: “Care arrangements of children in lone parent families and dual-career
families in Europe” [in Finnish]. National Conference on Social Work Research,
Turku, 13–14 February 2003.
• Claude Martin: Discutant dans le cadre du séminaire “Comparaisons européennes” de
l’INED sur les politiques d’aide à l’enfance dans les pays nordiques, séance autour de
Guony Björk Eydal (Université d’Islande), “Childcare Policies in the Nordic
Countries”, 5 May 2003, INED, Paris.
• Teppo Kröger: “Not fully alone: care arrangements of lone parents” [in Finnish].
Article in the newsletter of the National Association of Lone Parents, June 2003.
• Katja Repo: “Conciliation of work life and family” [in Finnish]. National Conference
on Social and Health Care, 6-8 August 2003.
• Claude Martin: Participation à la soirée thématique d’ARTE sur les politiques de prise
en charge de la petite enfance en Europe. 9 Septembre 2003.
• Claude Martin: Participation à la soirée thématique de FR3 sur la place des personnes
âgées dans la société. 23 Septembre 2003.
• Simonetta Simoni: “Significati della cura di anziani e bambini tra le famiglie
marocchine immigrate in Italia: una ricerca”. Seminar “Le culture del corpo in
Maghreb: rappresentazioni, pratiche terapeutiche e società” for social workers and
cultural mediators, Prato, 28 September 2003.
• Blanche Le Bihan & Claude Martin: “Comparer les paniers de service pour prendre
en charge la dépendance des personnes âgées dans 6 localités européennes”. Séminaire
international de l’INED, le 6 octobre 2003.
104
European dissemination seminars organised by the SOCCARE Project
International seminar “Lone parent families and social care”, Université de Rennes 1,
Rennes, 23 March 2001
• Rossana Trifiletti & Simonetta Simoni: “Lone parent families and social care: the
Italian case”.
• Antoine Vion: “Lone parent families and social care: the French case”.
• José São José & Karin Wall: “Lone parent families and social care: the Portuguese
case”.
• John Baldock: “Lone parent families and social care: the British case”.
• Teppo Kröger: “Lone parent families and social care: the Finnish case”.
International seminar ”Multi-career families and social care”, University of Kent,
Canterbury, 11 November 2001
• Rossana Trifiletti & Simonetta Simoni: “Multi-career families and social care: the
Italian case”.
• Claude Martin & Armelle Debroise: “Multi-career families and social care: the French
case”.
• José São José & Karin Wall: “Multi-career families and social care: the Portuguese
case”.
• John Baldock: “Multi-career families and social care: the British case”.
• Teppo Kröger: “Multi-career families and social care: the Finnish case”.
Meeting of the International Expert Group, European Commission, Brussels, 22 April 2002
• Claude Martin: “Care arrangements in lone parent families in Europe”
• José São José: “Care arrangements in immigrant families in Europe”.
• John Baldock: “Care arrangements in dual-career families in Europe”.
• Rossana Trifiletti: “Care arrangements in four-generation families in Europe”.
International seminar “Immigrant families and social care”, University of Lisbon, Lisbon,
31 May 2002
• Rossana Trifiletti: “Immigrant families and social care: the Italian case”.
• José São José: “Immigrant families and social care: the Portuguese case”.
• Claude Martin & Armelle Debroise & Blanche Le Bihan: “Immigrant families and
social care: the French case”.
• Minna Zechner: “Immigrant families and social care: the Finnish case”.
• Jan Hadlow: “Immigrant families and social care: the British case”.
Final Dissemination Conference “The Findings and Policy Recommendations of the
SOCCARE Project””, Brussels, 19 May 2003
• Claude Martin: “Care and work in lone parent families”.
• John Baldock: “Care and work in dual-career families”.
• Karin Wall: “Care and work in immigrant families”.
• Rossana Trifiletti & Simonetta Simoni: “Mix of informal and formal care in ‘dual-
front’ families”.
• Teppo Kröger: “Main findings and recommendations of the SOCCARE Project”.
105
Other dissemination at the European and international level
• Claude Martin: “Les répercussions pour les femmes soignantes et aidantes des
politiques de prise en charge des personnes âgées et des enfants. L’exemple français et
perspectives de comparaison européenne”. Conférence au colloque international
organisé les 25 et 26 janvier 2001 à Montréal par la faculté de science politique et de
droit de l’Université du Québec à Montréal et le centre de sociologie du Travail, de
l’Emploi et de la Formation de l’Université Libre de Bruxelles sur le thème :
« Cohésion sociale et protection sociale : nouvelles convergences ou espoirs
nostalgiques ? ».
• Teppo Kröger: “Studying care strategies of European families: methods and practices
of the SOCCARE project”. Family and Welfare: DG Research, Dialogue Workshop,
European Commission, Brussels, 14-15 June 2001.
• Teppo Kröger: “Working carers and caring workers: European welfare states
promoting the combination of work and care”. 5th European Conference of Sociology,
Helsinki, 28 August - 1 September 2001.
• Claude Martin: Discussant at the seminar of the European Observatory on the Social
Situation, Demography and Family on “Immigration and Family”, Helsinki, Finland,
8-10 June 2002.
• José São José: “Famílias e Cuidados aos Idosos”. Seminário Famílias e
Envelhecimento [Workshop Family and Ageing in Portugal], ISSSL, Lisboa, 2002.
• Minna Zechner: “Sandwiched two-front carers”. Nordic Sociology Congress,
Reykjavik, 15-17 August 2002.
• Jorma Sipilä: “The last bastion of undifferentiated social care”. Nordic Sociology
Congress, Reykjavik, 15-17 August 2002.
• Teppo Kröger: “Work and childcare in lone parent families: a study from Finland,
France, Italy, Portugal and the UK (SOCCARE)”. Nordic Social Policy Research
Seminar, Espoo, 22-24 August 2002.
• Teppo Kröger & Minna Zechner & Rossana Trifiletti & Simonetta Simoni:
Dissemination and discussion, Qualitative Methods Workshop, DG Research, Family
and Welfare Cluster, European Commission, Brussels, 30-31 January 2003.
• Teppo Kröger: “Care strategies of European families: Results from the SOCCARE
Project”. Family and Welfare: Policy-relevant Findings. DG Research, Second Family
and Welfare Cluster Dialogue Workshop, Brussels, 31 January 2003.
• Claude Martin: “Payment for care for dependent elderly people: policy issue in
France”. Communication in the International Conference on “The Direct Employment
of Domiciliary Care by Older People”, Policy Studies Institute, London, 13 May 2003.
• Claude Martin: Discussant in the session “Family as a health provider”, in the
international seminar of the European Observatory on the Social Situation,
Demography and the Family, “Family and health”, Tutzing, 20-22 June 2003.
• José São José: “Trabalhar e Cuidar de um Idoso Dependente: problemas e soluções”.
Semana Europeia para a Conciliação Trabalho/Vida Familiar e Social [European
Week for the reconciliation of Work and Family Life], Fundação Dr. António
Cupertino Miranda, Porto, 2003.
• Karin Wall: “Work and Family in Portugal”. Workshop on Work and Employment,
City University, London, 2003.
106
• Teppo Kröger: “Having an influence, after all? Experiences from a policy-relevant EU
research project”. 20:e Nordiska Socialhögskolekonferensen, Helsinki, 16-18 August
2003
• Claude Martin: “La politica francese sull’assistenzia all’anziano nel lungo termine:
una soluzione intermedia fra le assicurazioni e l’assistenza pubblica”. Communication
nel seminario internazionale, “L’anziano nella Rete dei servizi. Le riposte possibili”,
Fondazione Don Carlo Gnocchi, 22 settembre 2003.
• José São José: “Caring for a dependent elderly relative: ambivalence and conflicts”.
6th European Conference of Sociology, Murcia, 25-28 September 2003.
• Karin Wall: “Balancing work and childcare in lone parent families”. 6th European
Conference of Sociology, Murcia, 25-28 September 2003.
• Minna Zechner: “How to become a dual carer”. 6th European Conference of
Sociology, Murcia, 25-28 September 2003.
The research results of the SOCCARE Project can be broadly exploited in two fields:
policy-making and research.
Within policy-making, the project has been active in disseminating its results to different
levels of decision-makers. At the local level, findings have been discussed with the
representatives of local authorities, voluntary organisations, different professions and
service users. Local mass media has delivered the results to the wider public. The results
have direct applicability and use as they point out gaps and inflexibility in public,
voluntary and private service provisions at the local level.
At the national level, the project has disseminated its results in co-operation with
different kinds of national players. In Finland, for example, the project organised a
workshop together with the Finnish Federation for Social Welfare and Health which is a
national organisation, mostly for voluntary providers of social and health care. The
research results have particular applicability at the national level in the five project
countries, that is, in Finland, France, Italy, Portugal and the UK. However, the
recommendations of the project are written at such a general level that they can be used
also in other countries. For those national policy-makers who wish to make it possible for
their citizens to combine participation in paid employment and care responsibilities, the
results and the recommendations of the SOCCARE Project provide a framework for policy
evaluation and reform.
The same applies to policy-making at the European level. This study has been realised in
five different national welfare state contexts. Variation in these contexts brings out some
particular issues. However, the general needs of families are the same all over Europe.
Everywhere, family members need flexible working conditions and access to formal
support services. If labour market and social policies do not take into account employees’
care responsibilities, these policies are not based on a realistic and firm ground. Also at the
European level, policy-making must remember that citizens are workers and carers at the
same time. Efficient policy must address simultaneously both of these two spheres of life.
The recommendations of this project provide a framework for sketching such integrated
policies at the European level.
107
Within research, previous comparative studies on social care have mainly focused on
descriptions of national service systems, based mostly on statistical sources (see, Kröger
2001). Qualitative comparisons have been rare and the voices of service users have
remained absent. The SOCCARE Project has tried to develop a new methodological
perspective to comparative care research. We have concentrated on the everyday life
experiences of families in different European countries. We have asked about the
difficulties as well as about the innovative solutions that family members have faced when
trying to combine care and work responsibilities. Instead of comparing different countries
we have aimed at comparing different social situations in different kinds of welfare state
contexts.
Members of the SOCCARE Project Team see that there remains a lot to do with this new
methodological perspective. In this project, we have only sketched the approach. The
methodology of qualitative comparative care research needs to be developed further.
Comparative theoretical concepts and perspectives need to be made deeper and more
diversified. The methodology could be applied to several new research themes as well as to
other national and local contexts.
Members of the project group will certainly continue their work with these questions
even after the official end of the SOCCARE Project. However, it is important that also
more generally, comparative care research will in the future focus on the everyday life
level of citizens and not just on the system level of formal provisions.
108
6. Acknowledgements and references
Acknowledgements
First of all, we are deeply grateful to all those families in Finland, France, Italy, Portugal
and the UK who have opened their everyday lives to us. We sincerely hope that this report
and our other reports make justice to their struggles and innovations in combining work
and family lives.
Second, we wish to thank Virginia Vitorino, the Scientific Officer responsible for this
project in the European Commission. Her learned guidance and interest in our project have
been a major source of support for the realisation of the project. Furthermore, the
Commission organised a very useful workshop on comparative qualitative research
methods in January 2003 in Brussels. We are also grateful for “the flexible working hours”
that the Commission provided us when it granted our project a 6-month extension to our
original project period.
Third, the SOCCARE Project has had the privilege of having esteemed commentators
during its research process. Our International Expert Group provided us with many
valuable comments and perspectives. This group included the following persons: Christine
Petioky (Austria), Wilfried Dumon (Belgium), Claus Jensen (Denmark), Riitta Särkelä
(Finland), Julien Damon (France), Katherine Bird (Germany), Laura Alipranti (Greece),
Anna Lynch (Ireland), Marina Merana (Italy), Monique Borsenberger (Luxembourg),
Marja Pijl (Netherlands), Cesarina Marques (Portugal), Juan Antonio Fernandez Cordon
(Spain), Margareta Carlberg (Sweden), and Sue Everitt (United Kingdom).
Furthermore, in several of our project meetings, we have had academic expert guests who
have commented and advised our ongoing research work. Jeanne Fagnani, Nadine
Lefaucheur and Christine Chambaz participated in our meeting in Rennes in March 2001.
In our meeting in Canterbury in November 2001, we were joined by Linda Hantrais, Clare
Ungerson, Rosemary Crompton, Keith Pringle, Sharon Lewis, Peter Moss and Claire
Cameron. In June 2002, João Peixoto, Fernando Luis Machado and Maria das Dores
Guerreiro commented our work and its preliminary results in a workshop in Lisbon. The
SOCCARE Project has benefited considerably from the comments and suggestions of
these experts.
Last but not least, we wish to thank Hannele Auffermann and Susanna Airila, the
Research Officers of the University of Tampere. Their broad experience and professional
expertise, particularly concerning Framework Programmes of the European Commission,
have been an invaluable resource for the co-ordination of this European research project.
References
Attias-Donfut, C. & Lapierre, N. & Segalen, M. (2002) Le nouvel esprit de famille. Odile Jacob,
Paris.
Attias-Donfut, C. & Renaut, S. (1994) “Vieillir avec ses enfants. Co-résidence de toujours et
recohabitation”. In Communications, 59, n.o spec. “Générations et filiation”, pp. 29-53.
Attias-Donfut, C. & Segalen, M. (1998) Grands-parents. La famille à travers les générations,
Odile Jacobs, Paris.
Bengston, V.L. (1993) “Is the contract across generations changing?” In V.L. Bengston & W.A.
Achenbaum (eds.) The changing contract across generations, Aldine De Gruyter, New York.
Bettio, F. et al. (1998) Care in Europe. European Commission, Brussels.
109
Björnberg, U. (1992) “Parenting in transition: an introduction and summary”. In U. Björnberg (ed.)
European parents in the 1990s: contradictions and comparisons, Transaction Publishers, New
Brunswick & London.
Blossfeld, H.-P. & Drobnic, S. (2001) “Theoretical perspectives on couples’ careers”. In H.-P.
Blossfeld & S. Drobnic (eds.) Careers of couples in contemporary society, Oxford University
Press, Oxford.
Brines, J. (1994) “Economic dependency, gender, and the division of labour at home”. American
Journal of Sociology, Vol. 100, No. 3.
Chambaz, C. (2001) “Lone-parent families in Europe: a variety of economic and social
circumstances”. Social Policy & Administration, Vol. 35, No. 6, pp. 658-671.
Chamberlayne, P. & Rustin, M. (1999) From biography to social policy: final report of the
SOSTRIS Project. University of East London, Centre for Biography in Social Policy, London.
Daly, M. & Lewis, J. (1998) “Introduction: conceptualising social care in the context of welfare
state restructuring”. In J. Lewis (ed.) Gender, social care and welfare state restructuring in
Europe, Ashgate, Aldershot.
Daly, M. & Lewis, J. (2000) “The concept of social care and the analysis of contemporary welfare
states”. British Journal of Sociology, Vol. 51, No. 2, pp. 281-299.
Drobnic, S. & Blossfeld, H.-P. (2001) “Careers of couples and trends in inequality”. In H.-P.
Blossfeld & S. Drobnic (eds.) Careers of couples in contemporary society, Oxford University
Press, Oxford.
Eliasson-Lappalainen, R. & Szebehely, M. (1999) Care for the elderly: conditions and everyday
realities. Research program. University of Lund, School of Social Work, Lund.
Esping-Andersen, G. (2002) “Towards the good society, once again?” In G. Esping-Andersen & D.
Gallie & A. Hemerick & J. Myles (eds.) Why we need a new welfare state? Oxford University
Press, Oxford.
European Commission (2000) Long-term care. European Commission, Luxembourg.
European Value Study (2000) The European value study: a third wave 1999/2000. EVS, WORC,
Tilburg University, Tilburg.
Eurostat (2002) Social protection expenditure on pension account of EU’s GDP in 1999: old-age
pensions make up three-quarter pensions. [Link] and
Product=3-25042002-EN-AP-EN and mod=download (31/7/2002)
Evers, A. (1994) “Shared challenges, different responses: the future of services for elderly people
in increasingly mixed and pluralistic welfare systems”. In D. Challis & B. Davies & K. Traske
(eds.) Community care: new agendas and challenges from the UK and overseas, Arena,
Aldershot.
Facchini, C. (1992) “Devenir une mère pour sa propre mère”. Revue Internationale D'action
Communautaire, 28, 68, pp. 63-69.
Finch, J. & Mason, J. (1993) Negotiating family responsibilities. Tavistock/Routledge, London.
Freeman, R. et al. (1999) “Conclusion: a new culture of welfare”. In P. Chamberlayne et al. (eds.)
Welfare and culture in Europe: towards a new paradigm in social policy. Jessica Kingsley,
London & Philadelphia.
Godbout, J. T. (1998) Il linguaggio del dono. Bollati Boringhieri, Torino.
Hagestadt, G. O. (1982) “Parent and child: generations in the family”. In T. M. Field et al. (eds.)
Review of human development, Wiley, New York.
Kauppinen, T. (2001) The 24-hour society and industrial relations strategies. European Industrial
Relations Association.
110
Kröger, T. (2001) Comparative research on social care: the state of the art. SOCCARE Project
Report 1. European Commission, Brussels. (Available also at
[Link]/laitokset/sospol/soccare/)
Kröger, T. & Anttonen, A. & Sipilä, J. (2003) “Social care in Finland: weaker and stronger forms
of universalism”. In A. Anttonen & J. Baldock & J. Sipilä (eds.) The young, the old and the
state: social care systems in five industrial nations. Edward Elgar, Cheltenham & Northampton,
MA.
Laslett, P. & Fiskin, J.S. (eds.) (1992) Justice between age groups and generations. University
Press, New Haven, Yale.
Laslett, P. & Oppen, J. & Smith, J. E. (1993) “La parentela estesa verticalmente dell'Italia del XXI
secolo”. Polis, Vol. 7, No. 1, pp. 121-39
Le Bihan, B. & Martin, C. & Schweier, X (2000) “La prestation spècifique dépendance à domicile
en pratique dans six départements” In Dréés Éudes et résultats, 64, Mai, pp. 1-8.
Martin C. & Math A. & Renaudat E. (1998), “Caring for very young children and dependent
elderly people in France: towards a commodification of social care?” In J. Lewis (ed.) Gender,
social care and welfare state restructuring in Europe, Ashgate, Aldershot.
Millar, J. & Warman, A. (1996) Family obligations in Europe. Family Policy Studies Centre,
London.
Myles, J. (2002) “A new social contract for the elderly?” In G. Esping-Andersen & D. Gallie & A.
Hemerick & J. Myles (eds.) Why we need a new welfare state? Oxford University Press,
Oxford.
Qureshi, H. & Simons, K. (1987) “Resources within families: caring for elderly people”. In J.
Brannen & G. Wilson (eds.) Give and take in families, Allen & Unwin, London.
Rossi, A. (1993) “Intergenerational relations, gender norms and behaviour”. In V.L. Bengston &
W.A. Achenbaum (eds.) The changing contract across generations, Aldine De Gruyter, New
York.
Rostgaard, T. (2002) “The organisation of care facilities”. Paper presented at the EU Presidency
Conference “Care services for children and other dependent people. Equal opportunities in the
European Employment Strategy process”, Elsinore, 25-26 November 2002.
Rostgaard, T. & Fridberg, T. (1998) Caring for children and older people: a comparison of
European policies and practices. The Danish National Institute of Social Research,
Copenhagen.
Sabbadini, L.L. (1999) Modelli di formazione e organizzazione della famiglia. (Available at
[Link]/Eventi/famiglia99/[Link])
Trifiletti, R. & Pratesi, A. & Simoni, S. (2001) Care arrangements in dual-career families.
National report: Italy. SOCCARE Project Report 3.3. (Available at
[Link]/laitokset/sospol/soccare/)
Ungerson, C. (1987) Policy is personal: sex, gender and informal care. Harvester Wheatsheaf,
London.
Ungerson, C. (1996) “Qualitative methods”. In L. Hantrais & S. Mangen (eds.) Cross-national
research methods in the social sciences. Pinter, London & New York.
Wall, K. & São José, J. & Correia, S.V. (2001) Care arrangements in single parent families.
National report: Portugal. SOCCARE Project Report 2.4. (Available at
[Link]/laitokset/sospol/soccare/)
Wall, K. & São José, J. & Correia, S.V. (2002) Care arrangements in immigrant families. National
report: Portugal. SOCCARE Project Report 4.4. (Available at
[Link]/laitokset/sospol/soccare/)
111
7. Annexes
The UK team:
• Prof. John Baldock (co-ordinator of the UK team; e-mail: [Link]@[Link])
• Jan Hadlow (researcher)
• Trine Larsen (researcher)
School of Social Policy, Darwin College, University of Kent, Canterbury, Kent CT2 7NY,
United Kingdom
112
7.2. List of deliverables of the SOCCARE Project
DL Deliverables list
113
7.3. List of publications of the SOCCARE Project
114
• SOCCARE Project Report 4.1.
Minna Zechner: Care Arrangements in Immigrant Families. National Report: Finland. May
2002.
• SOCCARE Project Report 4.2.
Claude Martin & Armelle Debroise & Blanche Le Bihan: Care Arrangements in Immigrant
Families. National Report: France. April 2002.
• SOCCARE Project Report 4.3.
Rossana Trifiletti & Alessandro Pratesi & Simonetta Simoni: Care Arrangements in
Immigrant Families. National Report: Italy. April 2002.
• SOCCARE Project Report 4.4.
José São José & Karin Wall & Sónia Vladimira Correia: Care Arrangements in Immigrant
Families. National Report: Portugal. May 2002.
• SOCCARE Project Report 4.5.
Jan Hadlow & John Baldock: Care Arrangements in Immigrant Families. National Report:
United Kingdom. May 2002.
• SOCCARE Project Report 5.
Rossana Trifiletti & Simonetta Simoni & Alessandro Pratesi: Work and Care in Double
Front Carer Families. October 2002.
• SOCCARE Project Report 6.
Teppo Kröger: Families, Work and Social Care in Europe. October 2003.
• Teppo Kröger & Jorma Sipilä (eds.) Special Issue of the Journal Social Policy & Administration,
based on articles from the members of the SOCCARE Project Team, forthcoming.
• Teppo Kröger: “Studying care strategies of European families (SOCCARE)”. In L. Hantrais (ed.)
Researching Family and Welfare from an International Perspective. European Commission, Brussels,
2001.
• Teppo Kröger: “New kinds of families, new kinds of social care: shaping multi-dimensional European
policies for formal and informal care (SocCare)“. In L. Hantrais (ed.) Policy Relevance of ‘Family
and Welfare’ Research. European Commission, Brussels, 2003.
• Teppo Kröger: “Having an influence, after all? Experiences from a policy-relevant EU research
project”. In I. Julkunen (ed.) Socialt arbete och samhällsengagemang: diskurser och lokala
praktiker. Konferensrapport. Social- och Kommunalhögskolan, Helsingfors, forthcoming.
• Blanche Le Bihan & Claude Martin: “L’assistenza agli anziani non autosufficienti in Francia”,
L’Assistenza Sociale, Revista Trimestrale sulle Prospettive del Welfare, n°4, ottobre-dicembre
2001, p. 259-274.
• Blanche Le Bihan & Claude Martin: “Comparer les paniers de services aux personnes âgées
dépendantes en Europe”. In Les personnes âgées dépendantes. Quelles politiques en Europe ?,
(sous la direction de C. Martin), Presses universitaires de Rennes et éditions ENSP, 2003, p. 339-
355.
• Claude Martin: “Fondements et figures de la protection par les proches : quelles leçons pour la
définition de l’action politique ?” In La qualité de vie dans les sociétés vieillissantes. Approches
sociologiques comparées France-Japon, Université René Descartes – Paris V, Faculté des
sciences sociales. Edité par Koken Sasaki, La société japono-française de sociologie, Bureau de
sociologie, Faculté des Lettres, Université Soka, Tokyo, Japon, mai 2001, p. 31-38.
115
• Claude Martin: “Familles et générations : grandes tendances”. In L’état de la France 2002-2003.
Paris, édition La Découverte, 2002, p. 88-94.
• Claude Martin: “Solidarités familiales : l’illusion du renouveau”. In J-F Dortier (dir), Familles.
Permanence et métamorphoses. Paris, éditions Sciences humaines, 2002, p. 107-112.
• Claude Martin: “L’accueil des jeunes enfants en Europe. Quelles leçons pour le cas français ?” In
F. Leprince, L’accueil des jeunes enfants en France : Etat des lieux et pistes d’amélioration, Paris,
Publication du Haut Conseil de la Population et de la Famille, La Documentation française, 2003,
p. 137-192.
• Claude Martin: “Vieillir autonome : un défi européen”. In Les personnes âgées dépendantes.
Quelles politiques en Europe ?, (sous la direction de C. Martin), Presses universitaires de Rennes
et éditions ENSP, 2003, p. 9-25.
• Karin Wall & José São José & Sónia V. Correia: “Mães Sós e Cuidados às Crianças” [Lone mothers
and childcare], in Análise Social, Vol. 163, summer 2002, pp. 631-663.
• Karin Wall & José São José & Sónia V. Correia: “Trabalhar e Cuidar de um Idoso
Dependente: problemas e soluções” [Work and care of a dependent elderly: problems and
solutions]. In Cadernos de Política Social, 2002 (available at the web-site of the Institute
of Social Sciences, [Link]
116
European Commission
EUR 21322 — EU Research on social sciences and humanities — New kinds of families, new kinds of social care — soccare project —
Families, Work and Social Care in Europe
A qualitative study of care arrangements in Finland, France, Italy, Portugal and the UK
ISBN 92-894-8453-5
[Link] 22/06/2005 10:42 Page 2
EUROPEAN COMMISSION
Directorate-General for Research
Directorate K – Knowledge-based economy and society
Unit-K.4 – Research in the social sciences and humanities
E-mail: rtd-citizen@[Link]
[Link] 22/06/2005 10:42 Page 1
15
KI-NA-21-322-EN-S
FINAL REPORT
EUR 21322
EUR 21322