CIRCLE and Sustainable Care Seminar Series: Events

The Financialisation of Care: Investment funds and the sustainability of UK care homes

A sustainable care sector depends not only on sufficient funding, but also on the ways in which finance is sourced and used by providers. This research identifies changing uses of debt and real estate assets among large care home companies. It explores the implications for care workers, the built environment of care homes, and the stability of the sector. Findings are based on analysis of corporate reports and interviews with investors, carers and managers. Theoretically, the study is informed by care ethics and critiques of financialisation. Overall, I argue that certain financial strategies have made the sector more fragile, and a different approach is needed to ensure universal access to good care and decent employment in the sector.

Carers and the failure of ‘identity’

The seminar celebrates the 55th anniversary of the founding of the carers movement; the 25th anniversary of the enactment of the first ‘carers’ recognition’ statute and 10th anniversary of the landmark European Court of Justice ruling in Coleman v. Attridge Law.

It considers the effectiveness of ‘carer recognition’ legislation, enacted in many jurisdictions over the last four decades – and questions the potential of such laws to radically address the profound disadvantage that many carers experience.

In his seminar Luke Clements suggests that identify based approaches, aimed at protecting the rights of unpaid carer and of taking them to a ‘socially just’ destination have not delivered and are unlikely to.

Finance has permeated every layer of our economy and society. Testament to this is the growing control of big finance over social care. In the last few decades private provision of social care – in particular residential care – has become the norm, with large scale borrowing used by companies to buy up care homes across the county. But the evidence is increasingly clear that these business models, driven as they are by financialisation, are neither sustainable nor desirable. How did this happen? Why is it a problem? And, what do we do about it? These are the questions asked by IPPR’s recent research on the future of social care.

Harry is a Senior Research Fellow in the Work and the Welfare State team.

He heads up IPPR’s flagship Better Health and Care programme which looks to shape policy in the UK on the NHS, social care and public health. He was a lead author on the independent cross-party Lord Darzi Review which shaped the NHS Long-Term Plan and recent NHS funding settlement. He has also led the organisations work on austerity and public spending, and contributed to research on education, welfare and environmental policy.

Harry writes regularly for the Guardian, Times, Independent and New Statesman, and has appeared on radio and tv, including Sky and BBC news.

In addition to his role at IPPR, Harry also works for LGBT Consortium, the UK’s LGBT+ sector body. He was previously Director of Strategy at SCT, a homelessness and addictions charity and has worked at Global Counsel, a consultancy firm, and at the British Foreign and Commonwealth Office (FCO).

He has a degree in economics from the University of York.

This presentation deals with private companies involved in organizing so-called live-in care arrangements between EU member states, with a particular focus on Germany and Poland. Due to gaps of the public long-term care system, employing live-in migrant care workers in private households has become a widespread individual solution for growing long-term care needs in Germany. Since eastern EU enlargement, private brokerage agencies placing Polish live-in migrant care workers in German households have grown considerably. The analysis presents so far unique data of the field by combining an online survey among brokerage agencies with semi-structured qualitative expert interviews with agency heads and other political stakeholders. Building on approaches conceptualising the role of intermediaries in formalising domestic work, this research aims to provide a more fine-grained typology of private brokerage agencies, taking into account not only the legal environment and structural features of these private enterprises, but also their strategic positioning under conditions of high legal uncertainty in the EU multi-level governance system. By analysing corporate as well as political strategies of these intermediaries, we distinguish three different agency types we call pioneers, minimum effort players and followers.

Simone Leiber is professor for social policy at the University of Duisburg-Essen in Germany. She has been a doctoral and postdoctoral researcher at the Max-Planck-Institute for the Studies of Societies, Cologne, and senior researcher at the Institute of Economic and Social Research at the Hans Böckler Foundation – a research institute funded by German labour unions. Her research interests are: comparative welfare state research with a particular focus on care polices.

How do you shape a market? Explaining local state practices in adult social care 

Catherine Needham, Kerry Allen, Emily Burn, Kelly Hall, Catherine Mangan, Hareth Al-Janabi, Warda Tahir, Sarah Carr, Jon Glasby, Melanie Henwood, Steve McKay

The Care Act 2014 gave English local government a duty to ‘shape’ local social care markets. Qualitative data from eight local authorities show that multiple care markets require shaping within a locality (e.g. older people’s residential care; domiciliary care; day opportunities for people with disabilities). Grid-group cultural theory can be used to explain patterns of local authority market shaping, based on a four-part typology of rules and relationships: procurement (high state control, weak relationships with providers); managed market (high state control, strong relationships with providers); open market (low state control, weak relationships with providers); partnership (low state control, strong relationships with providers). Data shows that local authorities are using different types of market shaping in different parts of the market, and these are shifting over time. Challenges to the sustainability of the care system (funding cuts, workforce shortages, rising demand) are pulling local authorities towards high control approaches. These run counter to the Care Act’s emphasis on individual choice and control (most compatible with the open market), and co-production (most compatible with partnership). Some local authorities are experimenting with hybrids of these two low control approaches. However, the rival cultural biases of different types mean that hybrid approaches antagonise providers and risk further unsettling an unstable market.

Catherine Needham is Professor of Public Policy and Public Management at the Health Services Management Centre, University of Birmingham.  She has published a wide range of articles, chapters and books for academic and practitioner audiences, many of them focused on social care or the public service workforce.  Her most recent book was published by Springer in 2018 and entitled Reimaging the Public Service Workforce. She tweets as @DrCNeedham

Drawing on an initial 2010 analysis of the reform and costs of adult social care commissioned by Downing Street and the UK Department of Health, this paper sets out projected future costs under different reform scenarios, reviews what happened in practice from 2010-19, explores the impact of the growing gap between need and funding, and explores the relationship between future spending and economic growth. In the process, it identifies a ‘lost decade’ in which policy makers failed to act on the warnings which they received in 2010, draws attention to the disproportionate impact of cuts on older people (compared to services for people of working age) and calls for urgent action before the current system becomes unsustainable.

Matthew Bennett is a Senior Lecturer in the Department of Social Policy, Sociology and Criminology, and co-leads a strand of work around care system costs and contributions as part of the ESRC Sustainable Care programme.

Jon Glasby is Professor of Health and Social Care and former head of the School of Social Policy, as well as a Non-Executive Director of an NHS Trust and a local authority children’s service.

All persons have the right to adequate wellbeing at all stages of life. Many persons however live in deprived conditions globally. While wellbeing can be measured in various ways, the paper favours Sen’s multidimensional capability approach. Via this approach wellbeing is assessed in accordance to the freedom people have to achieve functionings which are things people do or be in life, for example, being sufficiently nourished and being included in society. In the paper, wellbeing is assessed among working-age persons with disabilities in Trinidad. A multiphase mixed methods design with three phases is employed: (i) an exploratory phase, (ii) an instrument development phase, and (iii) a convergent design. Functionings of importance are identified in the exploratory phase and used to develop an instrument in the second phase. The instrument contains both closed- and open-ended questions that measure wellbeing and collect information on its hindering factors, respectively and is administered in the final phase. The results indicate that working-age persons with disabilities in Trinidad were deprived in many areas, some of which are usually not captured in traditional poverty assessments, and moreover, provides insights on the societal changes required to ensure adequate wellbeing among them. Overall, the paper demonstrates the usefulness of the capability approach and mixed methods to assess wellbeing.

Dr Bephyer Parey is a Post-Doctoral Fellow at the Sir Arthur Lewis Institute of Social and Economic Studies (SALISES) at the St Augustine Campus of the University of the West Indies (UWI). She was awarded a PhD in Social Policy in June 2019 from the UWI. Her thesis titled Essays on Disability in Trinidad: A Mixed Methods Approach examined disability and inclusion in Trinidad focusing on education of children with disabilities and employment of working-age persons with disabilities. With the overall aim of providing policy recommendations for a life-course oriented inclusion of persons with disabilities, her current research also focuses on older persons with disabilities and social care. Holding a BSc in Mathematics and MSc in Statistics from the UWI, she has a quantitative background, and has used these skills extensively in her own research; as a research assistant on projects (such as Language and Competitiveness and one on knowledge intensive business services in the oil and gas sector of Trinidad and Tobago); and to facilitate SPSS tutorials to master’s-level students enrolled in the Masters in Development Statistics at the SALISES. Dr Parey’s teaching experiences also include Introduction to Mathematics, Introduction to Statistics and Engineering Statistics at the UWI. She also has expertise in qualitative and mixed methods research which she gained through various training including at the University of Michigan, USA and their application in her own research. Dr Parey was a visiting scholar at York University, Canada and the University of Alabama, Birmingham, USA and has participated in various local, regional and international conferences. To date, she has presented her research in South Africa, Europe (Austria, Denmark, Ireland), the USA and in the Caribbean. Currently she serves on the MOOC subcommittee of the Mixed Methods International Research Association, and on the editorial board for the International Journal of Multiple Research Approaches.

Self-funders are people who pay the costs of their social care from their own resources. They are typically older people. At the start of their self-funding journey they tend to have limited understanding of social care. The growing evidence-base about the experiences of older self-funders and their families suggests people find the process of seeking and arranging care challenging. Self-funders often rely on friends and family for relevant information and advice, including financial issues. However, people’s networks of friends and family with relevant experience can be limited, which in turn limits people’s opportunities for gathering information from others’ first hand experiences.

This presentation describes qualitative research that aimed to: (1) add to current knowledge about older people who self-fund their social care; and (2) create an online resource of filmed extracts from interviews with self-funders or their carers talking about their experiences. The latter will form part of a new peer experience website called Socialcaretalk (https://socialcaretalk.org/), to be launched later this year. Socialcaretalk aims to help the public and professionals to understand social care in the UK.