PSR Interviews #7: Critical Dogmatism: Academic Freedom Confronts Moral and Epistemological Certainty – an interview with Colin Wight

Academics should defend their colleagues against attacks on their academic freedom, even if they strongly disagree with the views expressed. And academic freedom should be protected by privileges similar to parliamentary immunity. Prof. Colin Wight explains his approach to academic freedom – a complex category, full of nuances and controversial issues, but fundamental for democracy. A fuller analysis of these issues can be found in Prof. Wight’s PSR article: Critical Dogmatism: Academic Freedom Confronts Moral and Epistemological Certainty

PSR: How would you define academic freedom?

My definition is quite traditional. Put simply, I define academic freedom as the “freedom of academics (including students) to teach, study, and pursue knowledge and research without unreasonable interference or restriction from the law, institutional regulations, or public pressure.” Defined this way, it is a particular kind of freedom (and responsibility) that academics possess in virtue of being academics. Hence, it is a form of freedom that not every member of society can call upon. This is why, as we will discuss later, I insist on distinguishing between free speech and academic freedom. In societies committed to free speech (and some aren’t), every member of that society has free speech protections. Only academics (and students) have protections pertaining to academic freedom. It only applies to the university sector. So it should be something that is highly valued and protected by all academics. Unfortunately, that’s not always the case today.

You claim that it is “one of the necessary components of a democratic society”. Why so, and what is the role of universities according to the principle of academic freedom?

Thomas Jefferson argued that a well-informed electorate is a prerequisite to democracy. Citizens need to be educated enough to assess the political arguments they are being asked to vote for. Universities play a role in educating the electorate, but they also play many other roles. One of their primary functions concerning academic freedom is to produce, preserve and protect knowledge in society, which can then inform public debate on complex issues. However, I want to stress the ‘inform’ here, as scientific knowledge cannot determine policy. It can provide a framework for considering the consequences of different policy options, but politics and values matter just as much in public debate.

But in complex and information-saturated societies, knowledge is vital for democracy. Citizens today are bombarded with information and misinformation, and they need trust in institutions to set out the facts in a non-partisan way. Science, produced in Universities is meant to provide that knowledge. Unfortunately, trust in almost all social institutions seems to be in decline, the university included. I fear that the politicisation of knowledge in the Covid-19 crisis is only accelerating that trend.

How one can misunderstand this concept? How would you differentiate between academic freedom, free speech and hate speech?

Let me admit first that I have a problem with the concept of hate speech. I don’t deny that it exists, but I believe that it’s such a subjective concept that it’s almost impossible to define in a way that can inform policy without also introducing harms in other areas. That said, if societies want to declare certain kinds of speech to be hate speech, then the appropriate way to determine that is through public debate. As a democrat, if the majority decide to ban certain kinds of speech as ‘hate speech, I’ll respect that decision, even though I might disagree with it. My view is even more radical in relation to societies I am not a member of. Hence, although I abhor blasphemy laws, I recognise the right of Islamic Societies, for example, to have laws against blasphemy.

But in complex and information-saturated societies, knowledge is vital for democracy. Citizens today are bombarded with information and misinformation, and they need trust in institutions to set out the facts in a non-partisan way. Science, produced in Universities is meant to provide that knowledge.

But laws against hate speech can end up being limits on free speech. There are always some limits on free speech, the question is, what those limits should be? This indicates something important about how I distinguish between free speech and academic freedom. Free speech is really a question of a society deciding what speech it should restrict to protect that society from harm caused by certain kinds of speech. Societies have the right to make that determination. They have a right to determine what limits they deem necessary to place on free speech to protect society.

On the other hand, the purpose of academic freedom is not to protect society, but to protect the truth. Truth has no national or social boundaries. Thus the only limits I would put on academic freedom, are the incitement to violence. Violence is no friend of truth either. If I was the supreme leader of my society, I’d apply that same standard to free speech as well. Still, since I’m not, I have to accept society’s right to set free speech limits. So we have a situation where I recognise the rights of societies to limit free speech, but I reject any limits (apart from inciting violence) on academic freedom. Societies have national boundaries, truth does not. And since academic freedom is about the production and protection of truth, it has no national boundaries. So state laws relating to free speech and hate speech should have no impact on academic freedom. This is why I argue that academic freedom is a higher-order value than free speech.

Can academic freedom be exercised, avoiding the risk of spreading (or even legitimising) racial, ethnic, sexist, or homophobic biases within academia? Are there any limits to academic freedom?

No, probably not. In contentious areas involving these and other subjects, it’s going to be impossible to escape the fact that we will find some arguments deeply distasteful. But the way to deal with opinions you disagree with in an academic setting is to engage with them and demonstrate where they go wrong. History teaches us that societies have often believed in things that have turned out to be wrong (slavery, the treatment of women, or theories of racial superiority, for example). We have no grounds to believe that some of our current beliefs won’t also turn out to also be wrong. I find moral and epistemological certainty to be dangerous positions. They assume that we have reached absolute truth about some moral or epistemological position. This kind of thinking leads to totalitarianism, and since we accept some societal limits on free speech, we need a place to test all ideas; that’s the academy.  The only limitations I would place on academic freedom are clear incitement to violence.

What is the view(s) of truth linked to this concept? Are there any disagreements? Is it connected to the idea of post-truth? 

Given that I believe that the role of academic freedom is to protect the pursuance of truth, we must understand what I mean by that term. I operate with two interconnected versions of truth. Technically, these can be understood as an ontological version, which is a truth that exists independent of whether it is known or not, and an epistemological account of truth which is known truth; or a better way to phrase that might be as accepted truth. Ontological truth is totally objective. It exists as it does irrespective of if it is known or not. Epistemological truth, on the other hand, is always approximate, and always subject to revision. To give an example of the former (ontological truth). Something happened to Flight MH370, the Malaysia Airlines aircraft that disappeared on 8 March 2014 while flying from Kuala Lumpur International Airport to Beijing.

We do not know what happened, but something clearly did. This is a truth that exists but which is unknown. We do, however, have many theories about what happened. Still, we do not know which one most accurately captures what happened. We may never know. But still, something happened, and we hope that one day with better theories and more evidence we might come to know what happened. This is why I distinguish between the two kinds of truth. The way we assess the relationship between actual truth and accepted truth in science is based on evidence and debate.

A quote from  Vaclav Havel captures this dynamic well: “Keep the company of those that seek the truth – run from those that have found it”.

Given the difficulties we have knowing when our human-constructed version of the truth has captured, and to what extent, the truth of the phenomenon we are studying, then I embrace what is known as a Nietzschean perspectivism method of approaching the truth. That is to say that the more perspectives, views and opinions we bring to bear on a subject, the more likely our objectivity will be enhanced. And this is why academic freedom is so important. A group of scientists might think they have reached epistemological certainty on an issue. But we literally have no way of stepping outside of our current stock of knowledge to compare it with the truth of the world.

Our truth is a constructed truth. But the non constructed truth remains. And one lone dissenting voice in the academic community might just reveal something to us that improves our understanding, our version of the truth. So we need to protect the space where these lone dissenting voices might emerge, however much they might contradict the dominant accepted understanding. That is why I believe that epistemological (and moral) certainty are dangerous. It assumes we know with absolute certainty that our current account of some phenomenon’s truth absolutely matches the ontological truth of the phenomenon. Now, how does this relate to post-truth? It seems to me that a large part of the modern academy has actually given up on the idea of ontological (objective) truth. What happens in this instance is that all we are left with is our epistemological version of the truth, which, since it is no longer trying to grasp a truth independent of us, simply becomes true by virtue of those with the most power to make it stick. Thus truth becomes a function of power and has no existence in and of itself. A quote from  Vaclav Havel captures this dynamic well: “Keep the company of those that seek the truth – run from those that have found it”.

What are the significant dangers to academic freedom today?

There are many significant threats to academic freedom today. Some come from outside the university and some from within. Although, in many respects, external threats can have an internal aspect to them, and the internal threats can become externalised. Externally, perhaps the most significant threats are increased government interference in Universities and a lack of adequate funding. Government interference can be both explicit and implicit. For example, in Poland, the Government threatened to withdraw government funding from Universities due to a dispute over abortion policy. This was a direct attack on academic freedom. But also in Hungary, the closing down of universities believed to be critical of government policy, the closing down of certain courses and subjects, and government takeover of control of some universities are all attacks on academic freedom. But even in democracies such as Australia, Government attempts to control what research is funded are attacks on academic freedom. Often this works in less insidious ways that we have seen in Poland and Hungary. A good example here is how governments will set strategic research priorities. Only research that meets these priorities will receive funding. Here in Australia, government fuding for research is tied to a national interest test.. This means that academic staff will often change their research projects to chase the funding, which, of course, is linked to their promotion prospects. Other threats come from managerial practices such as university league tables that ensure that universities steer their staff to undertake teaching and research activities that will boost the league tables’ rankings. In this sense, academics’ autonomy to research and teach in their own way is continually being undermined.

In many respects, the structural context driving this is the lack of adequate funding from governments for Universities. But some of the biggest threats to academic freedom today come from within the universities themselves, and from academic themselves. There has been an increasing trend for academics to attempt to shut down views they disagree with. Open letters denouncing research that is disagreed with or deemed to be harmful are now becoming, if not the norm, common occurrences. Speaker is getting de-platformed, and some issues are said to be beyond debate. That some academics are engaging in this kind of behaviour rather than defending academic freedom is perhaps the biggest threat to academic freedom today. After all, if academics won’t defend academic freedom, then who will?

What are the significant dangers to academic freedom today?

In many respects, the structural context driving this is the lack of adequate funding from governments for Universities. But some of the biggest threats to academic freedom today come from within the universities themselves, and from academic themselves. There has been an increasing trend for academics to attempt to shut down views they disagree with. Open letters denouncing research that is disagreed with or deemed to be harmful are now becoming, if not the norm, common occurrences. Speaker are getting de-platformed, and some issues are said to be beyond debate. That some academics are engaging in this kind of behaviour rather than defending academic freedom is perhaps the biggest threat to academic freedom today. After all, if academics won’t defend academic freedom, then who will?

What are the key contributions your article brings to the field?

I would like readers of my article to takeaway the following main points: First, that academic freedom is a higher-order value than free speech. As such, any restriction on academic freedom must reach a much higher bar than free speech restrictions. Hence I would like to see academic freedom globally protected from state restrictions on free speech. So hate speech laws should not apply to academics in the conduct of their research and teaching.  In the article, I suggest that academics enjoy something equivalent to parliamentary privilege related to their research. Public comment is different. But academic freedom should be almost absolute apart from the incitement to violence. Second, I think academics must defend their colleagues against attacks on their academic freedom from other academics. And in particular, they should do so even when they might vehemently disagree with the views being expressed.  Academic freedom requires all academics to dispute controversial ideas by engaging with them, responding to them, martial the evidence, showing where they are wrong, and not merely acting in ways to shut debate down. Finally, academics need to recover their belief in ontological truth. The Idea that there is a truth we are attempting to discover, even if we ultimately fail. For we cannot know that we have failed unless we try. And we can not begin a journey in search of truth if we do not believe such a place exists.  We do not have a map that will guide us to truth, but we have to think the journey is worth embarking on

MORE

Article: C. Wight (2020), Critical Dogmatism: Academic Freedom Confronts Moral and Epistemological Certainty, Political Studies Review

ABOUT

Colin Wight is Professor of International Relations at the University of Sydney, Australia. His research interests are the philosophy of social science and political violence. He served as the Editor-in-Chief of the European Journal of International Relations from 2008 to 2013. Publications include Agents, Structures and International Relations: Politics as Ontology (Cambridge University Press, 2006), Rethinking Terrorism: Terrorism, Violence and the State (Palgrave, 2015), Scientific Realism in International Relations, edited with Jonathan Joseph (Routledge, 2010) and Realism, Philosophy and Social Science, co-authored with Kathryn Dean, Jonathan Joseph, and John Roberts. He is currently completing a book on Fragmentation and Pluralism in International Relations Theory.

Questions and production

Dr Eliza Kania, PSR/Brunel University London

RELATED CONTENT

Podcast #14: Taking Modernity to Extremes: On the Roots of Anti-Politics -Matteo Truffelli, Lorenzo Zambernardi

Anti-politics (and its intellectual roots) and populism as “an absolute delegitimation of politics and existing political authority.” Matteo Truffelli and Lorenzo Zambernardi (using the voice of Micòl Beseghi) claim that “the ambiguity of anti-politics comes from its being a kind of shadow of modern politics: it emerges with and from modernity, mirroring its many forms. And this is what explains the many identities anti-politics has assumed throughout modern history.”

Listen to a podcast, based on a PSR article: Taking Modernity to Extremes: On the Roots of Anti-Politics by Matteo Truffelli and Lorenzo Zambernardi.

Matteo Truffelli is Associate Professor of History of Political Thought at the University of Parma. He is the author of La “questione partito” dal fascismo alla Repubblica. Culture politiche nella transizione (2003) and L’ombra della politica. Saggio sulla storia del pensiero antipolitico (2008). He also introduced and edited the Italian translation of Bolingbroke’s Dissertation Upon Parties (2013).

Lorenzo Zambernardi is Associate Professor of Political Science at the University of Bologna. He is the author of the monograph I limiti della potenza. Etica e politica nella teoria internazionale di Hans J. Morgenthau (2010). His work has been published in the European Journal of International Relations, History of European Ideas, International Political Sociology, Review of International Studies, and the Washington Quarterly.

production

Dr Eliza Kania, Brunel University London

The Best Paper Award: 2020

We are happy to announce, that the PSR Best Paper Award for 2020 goes to Dr Michael Koß (Executive Prerogatives in the Legislative Process and Democratic Stability: Evidence from Non-Presidential Systems).

This excellent article asks whether understanding executive prerogatives over legislation as a potential threat to democratic stability is also valid beyond presidential systems. A long-term analysis of four cases (Britain, France, Sweden and Germany) over the 1866–2015 period leads to three preliminarily conclusions. First, executive prerogatives – the veto, privileges in the introduction of certain pieces of legislation and decree powers – can also be found in (emerging) parliamentary and semi-presidential systems. Second, even legislatures in non-presidential systems are able to balance the representativeness and efficiency of legislation. Third, there is evidence that the origins of this ability lie in the occurrence of and successful defences against vital threats to legislative democracy. Taken together, these findings suggest that executive prerogatives over legislation are not a problem (as envisaged by Shugart and Carey) but a potential solution with respect to democratic stability.

Congratulations!

More: http://tiny.cc/ntzvtz

PSR Interviews #6: Linkage to the West and Electoral Manipulation – an interview with Jaroslav Bílek

“Some people would perhaps say that there is, or at least was right after the end of the Cold War, a worldwide demand afterlife in democracy. Nonetheless, democracy as such is a too abstract concept for most people. Therefore, those who do not have honest intentions with it, are often for a long time successful with hiding their true thoughts and restraining its fulfilment” – claims Dr Jaroslav Bílek. In this interview, he discusses competitive authoritarian regimes, electoral manipulation and the aspect of a linkage to the West, in the light of Levitsky’s and Way‘s theory. A fuller analysis of these issues can be found in Dr Bíleks Null Hypothesis PSR article: Linkage to the West and Electoral Manipulation.

PSR: Why competitive autocracies are a post-Cold War phenomenon?

Jaroslav Bílek: First and foremost, the end of the Cold War brought a worldwide demand for an electoral competition that at least seemingly appears to be fair and just. Thus, elections cannot be cancelled, not even by politicians who would rather govern without them. Cancelling elections would cost them too much legitimacy at both their home and foreign audience. This is a historically unique situation as never in the history of mankind there has been such a demand for holding elections.

Some people would perhaps say that there is, or at least was right after the end of the Cold War, a worldwide demand afterlife in democracy. Nonetheless, democracy as such is a too abstract concept for most people. Therefore, those who do not have honest intentions with it, are often for a long time successful with hiding their true thoughts and restraining its fulfilment. Then again, elections are something far more tangible and in the hands of power-holders, they present a solid source of legitimacy. Notwithstanding, these are not elections we know from real democracies, since their goal is not for the voters to elect their representatives, but for the power-holders to retain their power.

You refer to the work of Levitsky and Way (Levitsky, Way, 2010). They claimed that competitive authoritarian regimes that had a high linkage to the West, democratized. What are the roots of this argument?

Levitsky and Way argue that the West contributes to democratization in four different ways. It helps to even the uneven playfield between government and opposition, increase the probability of potential rupture within autocratic parties, improve the image of democratic opposition at a domestic audience, and what is central for my research, it protects opposition from regime repression. Linkage to the West raises the international cost of repression as it increases the probability that Western governments will take action in response to reported abuse. Based on this hypothesis, power-holders in hybrid regimes with high linkage to the West are supposed to resort to violence toward opposition or to significant tampering with election results less often. Such well-visible forms of electoral manipulations are expected to discredit them on the international level and also raise the risk of international sanctions or even of international intervention. However, my research disproved this hypothesis.

How would one measure the influence of linkage to the West on hybrid regimes, and what research tools/methods have you used?

I worked with data prepared by Levitsky and Way. In their book on competitive authoritarianism, they defined linkage to the West as the density of ties (economic, political, diplomatic, social, and organizational) and cross-border flows (of capital, good and services, people, and information) among particular countries and the United States, the EU (and pre-2004 EU members), and Western-dominated multilateral institutions (Levitsky and Way, 2010: 43).

We may still expect that there is some sort of connection between linkage to the West and decision-making processes in competitive authoritarianism.

Another option would be to set up my own dataset or to use the KOF Globalisation Index (as other studies did), but my intention was, in the largest possible extent, to work with the data asembled by the authors of the theory. Speaking of data, I would like to mention here the Varieties of Democracy database from which I took the data on the individual forms of electoral manipulation. This database has proven to be crucial for my research as I also wanted to test Levitsky and Way’s theoretical assumptions on new data. My research was then a standard quantitative study (data analysis with use of multilevel regression model).

So, can we assume, that a hypothesis that the decision-making processes of the leaders of hybrid regimes are affected by the state’s level of linkage to the West cannot be confirmed?

My research has shown that leaders in competitive authoritarian regimes do not take the linkage to the West into account when opting for a concrete manipulative strategy. The goal of my research was not to assess the effect of linkage to the West on the decision-making processes of leaders in hybrid regimes in general. We may still expect that there is some sort of connection between linkage to the West and decision-making processes in competitive authoritarianism. It should be noted though, that both Levitsky and Way’s original book and my research only work with one type of hybrid regime and only in a single era.

What factors make international reputation a low priority for political leaders in competitive autocracies?

That is a good question to which I would like to dedicate my next research. Contemporary comparative political science offers a variety of possible explanations. The following three appear to be the most likely ones. First, it becomes obvious that powerful western countries sometimes suffer from selective blindness and can prioritize their geopolitical interests over the protection of democracy. The second option is that linkage to the West is related to the economic nature of the given regime. A country with a more centralized economy that is not linked to the West does not have to really care about its international reputation with the West. That brings us to the last factor, which is China’s growing power and also the growing influence of other countries that do not really strive for spreading democracy in the international system. If those countries are your dominant commercial partner, they invest in you and are able to diplomatically support you when breaking human rights, you do not really have to rack your brain over your reputation with the West.

What are the key contributions your article brings to the field?

My research shows that intensive linkage to the West does not provide the opposition in competitive authoritarianism with effective protection from electoral repression and manipulation. In other words, it concludes that our views of political praxis after the end of the Cold War were overly optimistic in this sense. Furthermore, my research brings other possible explanations of why many democracies with high linkage to the ‘West’ in the last decade collapsed. Although the results of my research may appear to be pessimistic, I see them rather as an opportunity for the international community to take help to the opposition in competitive authoritarianism more seriously and thus help to twist the current global wave of autocratization.

MORE

Article: J. Bílek (2021), Linkage to the West and Electoral Manipulation, Political Studies Review 2021

ABOUT

Jaroslav Bílek is a research fellow at the Department of Politics, University of Hradec Králové. His research interests cover electoral manipulation, authoritarian politics, democratization and civil-military relations

Questions and production

Dr Eliza Kania, PSR/Brunel University London

RELATED CONTENT

Special release: Career Development and Progression of Early Career Academics in Political Science: A Gendered Perspective by Shardia Briscoe-Palmer and Kate Mattocks

A special PSR blog release based on a PSR article: Career Development and Progression of Early Career Academics in Political Science: A Gendered Perspective by Shardia Briscoe-Palmer and Kate Mattocks

***

In this article, we wanted to explore how people build academic careers in political science, with a particular focus on those at the start of their careers, early-career academics. Because we also know that women are underrepresented in the discipline at all levels of seniority (Pflaeger-Young et al., 2021), we were particularly interested to see whether we would find any gender differences in experiences of career development.

As part of our research, we carried out a survey, which was sent to the Political Studies Association’s Early Career Network. We also did eight interviews with individuals who indicated they would be interested in speaking further on the topic. We asked respondents their thoughts on the job market, training, support for career development at their universities, mentoring, and networking – all activities important in building and strengthening skills, as well as reputation and membership in an academic community. We also asked more generally about experiences of isolation and discrimination, as our previous research has shown that these are some reasons people struggle to progress in an academic career (Mattocks and Briscoe-Palmer, 2016).

With regards to the job market, the top three concerns looked similar for men and women: lack of job opportunities, a competitive job market, and financial challenges (this ranking was 1/3/2 for women). But a greater percentage of women were concerned about those factors than man. There were also other differences: combining a career with family life was identified as a worry by 63% of women and 42% of men, for example.

In general, we found that men were both more likely to have a mentor (60% of women and 71% of men) and to report positive experiences of mentoring relationships. One finding that emerged is many women would prefer a mentor who is also a woman. With regards to networking, 51% of women and 50% of men said that they participated in networking. However, gender disparities became evident when we asked about why people did not participate in networking: 74% of women and 46% of men reported that a lack of confidence was a reason that they did not participate in networking events. So, overall, we find that while men and women ECAs participate in networking at the same rate, men reported greater confidence in doing so.

Women reported more instances of discrimination from students, colleagues, and institutions. Nearly one-fifth of women (20%) and 4% of men reported discrimination from students. Interestingly, these men were from outside of the UK, meaning no British men reported discrimination from their students. Women were much more likely to report difficulties based on ethnicity and geographical origin (for example, not being a native English speaker).

Ultimately our findings showed a gendered effect of some aspects of professional development, in particular a disparity between concerns about academic careers, as well as experiences of mentoring, networking, and teaching (specifically discrimination from students). We found no gendered differences in experiences of training offered by universities and in the rate of networking.

Women reported more instances of discrimination from students, colleagues, and institutions. Nearly one-fifth of women and 4% of men reported discrimination from students.

These findings are not an explanation for the underrepresentation of women in the profession, but they do add to the evidence base of challenges that women can face. On their own, each experience we describe might seem trivial. Taken together, they paint a picture of a system in which some people have more

access than others. We argue that we need to continue to study and highlight structural inequalities and wider cultures of sexism, racism and other types of discrimination in academia. More work is necessary on this topic to understand representation in the discipline in more detail (Emejulu, 2019). Most urgently, we need to have a deeper understanding of career development and progression from an intersectional perspective, and also take into account other gender identities, disability, and socio-economic factors.

This is even more important given that Covid-19 has made existing inequalities even stronger (Bhala et al. 2020). Women have borne the brunt of caring responsibilities (Andrew et al., 2020). The pandemic has had a drastic impact on recruitment in political science, and job prospects are bleak (McKay, 2020), meaning less stability and more competition, and an even more challenging future for early career academics.

REFERENCES

  • Andrew A, Cattan S, Costa Dias M et al. (2020) Parents, especially mothers, paying heavy price for lockdown. Institute for Fiscal Studies, 27 May. Retrieved from https://www.ifs.org.uk/publications/14861
  • Bhala N, Curry G, Martineau AR (2020) Sharpening the global focus on ethnicity and race in the time of COVID-19.The Lancet 395 (10238):1673-1676.
  • Emejulu A (2019) Can Political Science Decolonise? A Response to Neema Begum and Rima Saini. Political Studies Review 17(2): 202–206.
  • Mattocks K and Briscoe-Palmer S (2016) Challenges Facing Minority Politics PhD Students in the United Kingdom: Women, People of Black and Ethnic Minority Origin, and Disabled Persons. European Political Science 15(4): 476–492.
  • McKay L (2020) ECRs in the lurch. Political Studies Association, 23 November. Retrieved from https://www.psa.ac.uk/specialist-groups/group-news/ecrs-lurch-new-analysis-finds-no-recruitment-surge-make-spring%E2%80%99s 
  • Pflaeger Young Z, Amery F, Holden Bates S, et al. (2021) Women in the Profession: An Update on the Gendered Composition of the Discipline and Political Science Departments in the UK. Political Studies Review 19(1): 12-36.

MORE

Article: S. Briscoe-Palmer, K. Mattocks, Career Development and Progression of Early Career Academics in Political Science: A Gendered Perspective, Political Studies Review 2021, Vol. 19(1), pp. 42–57

ABOUT

Shardia Briscoe-Palmer is an Early Career Academic at De Montfort University. She researches gender, race and social (in)justice. Shardia is also a doctoral researcher in Political Science and International Studies at the University of Birmingham.

Twitter Political Studies Review @PolStudiesRev

Kate Mattocks is a Lecturer in Politics at the University of East Anglia. She researches cultural policy, particularly as it relates to issues of cultural identity and cultural diversity, and academic labour.

Twitter Political Studies Review @PolStudiesRev

RELATED CONTENT

Podcast #13: Women in the Profession: An Update on the Gendered Composition of the Discipline and Political Science Departments in the UK – Zoe Pflaeger Young

Has Political Science as a discipline, as well as Political Science departments in the UK made significant progress in terms of gender equality? “Given the higher profile of gender issues and the increase in measures and initiatives aimed at addressing gender inequalities, we might expect to see considerable progress in the presence and status of women, especially among those universities that have put active policies in place” – says Dr Zoe Pflaeger Young. “However, our survey conducted in 2018 shows that there has only been incremental rather than transformative change” – she adds.

Listen to a podcast, based on a PSR article: Women in the Profession: An Update on the Gendered Composition of the Discipline and Political Science Departments in the UK by Zoe Pflaeger Young, Fran Amery, Stephen Holden Bates, Stephen McKay, Cherry Miller, Taylor Billings, Rebecca Hayton, Marianne Holt, Jasmine Khatri, Molly Marvin, Lola Ogunsanya, Alice Ramdehal and Rosie Sullivan.

The article is a part of a special issue: Gender in the Profession-wide analysis of #gendered composition of the Political Science departments in the UK.

Zoe Pflaeger Young is a Senior Lecturer in International Relations at De Montfort University. Her current research concentrates on the crisis of social reproduction and family policy in the context of austerity, with a particular interest in shared parental leave and childcare. 

Twitter Political Studies Review @PolStudiesRev

production

Dr Eliza Kania, Brunel University London

Podcast #12: Realism, Utopianism and Human Rights – Paul Raekstad

How can the realist utopian political theory that can reform capitalist society? “My article shows that realists don’t oppose utopianism in general, discusses the value of realist utopianism and considers why many political theorists misunderstand what realism demands” – says Dr Paul Raekstad.

Listen to a podcast, based on a PSR article: Realism, Utopianism and Human Rights by Dr Paul Raekstad.

Paul Raekstad has a PhD in Philosophy from the University of Cambridge, is currently a Postdoctoral Research Fellow at the University of Amsterdam, and will shortly be taking up a lectureship at the University of Edinburgh. His work focuses on envisioning and achieving free, democratic, and ecologically sustainable economic institutions.

production

Dr Eliza Kania, Brunel University London

PSR Interviews #4: No Country for Old (Poor) Men: Fairness and Public Pensions – an interview with Vincenzo Alfano and Pietro Maffettone

“Research suggests that, if current trends persist in Germany and France, there will be one retired person for every two working people by 2050. In Japan, we already reached a 2 to 1 ratio, and by 2050 it will eventually reach 1:1. This is, of course, unsustainable, unless we give extremely low pensions to retirees, or ask extremely high contributions from workers” – claim Prof. Vincenzo Alfano and Prof. Pietro Maffettone. In this interview, they highlight major challenges related with modern pension systems, describe specifics of the Italian case, and sketch proposals to create a fairer pension system in the future.  A fuller analysis of these issues can be found in Prof. Alfano’s and Prof. Maffettone’s PSR article: No Country for Old (Poor) Men: Fairness and Public Pensions.

Political Studies Review: What are the major functions of the welfare state? How would you define it?

Prof. Vincenzo Alfano, Prof. Pietro Maffettone: The welfare state is the product of a historical process. In part, it was dictated by the recognition that some of the risks that people faced in a market economy were predictable and widely dispersed (e.g. unemployment). At the same time, there was also a strong political element, namely, making market capitalism less exposed to revolutionary pressures and more able to compete, as a social model, with the Soviet block.

Does it work? Much will depend on the kind of benchmark one is inclined to use. Compared to a world without any kind of welfare state, one that features some kind of welfare state in an otherwise capitalist market economy is certainly progress. At the same time, the welfare state as an institution has also been prone to be abused and to inefficiency. Nonetheless, what we can say is that, as all kinds of human creations, the welfare state has costs and benefits and those need to be balanced. 

Can a ‘pay-as-you-go’ (PAYG) system be efficient considering recent demographic trends? What are the major flaws?

Luckily enough, life expectancy greatly expanded in recent years, for most people, and in most countries, especially in Western ones and in many countries in East Asia. This means that we live longer, and this is great news. However, in many rich countries, fertility is going down dramatically (Italy and Japan are the poster child for this kind of predicament). These two trends, taken together, suggest that the working base, those who are supposed to pay pensions to those currently (at any point in time) retired, gets thinner and thinner, while the set of retirees grows. There is no need for complex actuarial calculations to understand that this trend is unsustainable. Actuarial calculations will tell us ‘when’ not ‘if’.

The major political flaw in the system is that people are extremely averse to loss:  it is extremely hard to withdraw existing benefits to a large class of citizens. What’s the upshot? Sadly, some pain to come, all other things being equal (for example, massive immigration might make other things not equal). Research suggests that, if current trends persist in Germany and France, there will be one retired person for every two working people by 2050. In Japan, we already reached a 2 to 1 ratio, and by 2050 it will eventually reach 1:1. This is, of course, unsustainable, unless we give extremely low pensions to retirees, or ask extremely high contributions from workers.

Would you say that ‘personal pension system’ (PPS) is a good alternative to PAYG?  Is intragenerational fairness possible using this system?

It is of course, a potential alternative, as you highlight in the question, but it is especially hard to ensure intragenerational fairness through this kind of system. We also need to recognize that most people in most countries, don’t save enough over the course of their lives to actually derive a sustainable pension from their saving pool. Of course, what is a sustainable pension is debatable. But one thing seems clear, if we all had to rely on our efforts alone, then, we would have to strongly alter our lifestyles, and perhaps even the way in which picture some of the major financial decisions we take over the course of our lives. For example,  homes would not be bought to pass them on to one’s children, but to be able to survive after retirement by selling the asset.

What about the Italian case study? What are the major lessons we can learn from it?

Italy represents a good case study, since it has one of the oldest populations in the world, and thus all the pension-related issues are amplified in the Italian context. We can learn mainly two lessons: the first is that a pension reform that would make the system sustainable over time is hugely unpopular. All Italian politicians that shrunk pension benefits paid an important personal cost in terms of their popularity and their political careers.

The major political flaw in the system is that people are extremely averse to loss:  it is extremely hard to withdraw existing benefits to a large class of citizens.

Yet, it is also important to highlight that pension system reform is not the kind of issue that a government can push back into the future indefinitely. At some point, the pressure on the public purse becomes too hard and tough decisions have to be made. In fact, many would argue that, at least for Italy, we have long passed that particular moment.

Who will benefit from the PPS system in Italy, and who will be negatively affected?

If we talk about people receiving a pension over their contribution, there would mainly be affected people who live on average less than the country-wide life-expectancy, thus people from the Southern regions, especially males. Of course, the other half of the coin is that women and Northenerns would be negatively affected. It is anyhow important to highlight that many people benefit of a pensione sociale, which despite the name is not actually a pension but a form of welfare for the elderly who are unable to claim a proper pension. These are mostly located in the South – the South being poorer and featuring a wider proportion of underground economic activity. Of course, a PPS reform that would change this ‘pension’ would affect them dramatically.

What approach, or what changes to existing approaches should be considered to reduce negative outcomes of such a pension system?

Our idea is to define better the likelihood of reaching a certain age that each person has and to modulate the contribution over this variable. Pensions are paid as long as someone dies. The key variable here is how long one lives. We know that life expectancy depends on a number of factors, such as gender, residence, habits, marriage status, and so on. To base a pension system on a much more detailed estimation of one’s expected lifespan, as the private system already does, is the first step toward a more (actuarially) fair pension system.

What are the key contributions your article brings to the field?

We offer a point of view that reverses the usual narrative on who ‘contributes the most’. Often, richer regions in the country are seen as net contributors to welfare payments, while the poorer regions are seen as getting disproportionate benefits from this equalization. Yet, and this is what we have tried to show in our paper if we look at how long people benefit from a given welfare measure (something that is connected to life expectancy for pension), it turns out that the poorer regions, on average, contribute more than the richer regions. The sustainability of the pension system in Italy, to the extent that it is sustainable (not for long!), is aided not worsened by pension benefits granted to citizens of poorer (southern) regions.

MORE

Article: Alfano V., Maffettone P. (2020), No Country for Old (Poor) Men: Fairness and Public Pensions, Political Studies Review 2021, Vol. 19(1) 137–147.

ABOUT

Prof. Vincenzo Alfano – is Adjunct Professor in Political Economy in the Department of Humanities (University of Napoli Federico II) . He received his PHD from Parthenope University and cooperates with the Institute for the Mediterranean of the Italian National Research Council.

Prof. Pietro Maffetone – is Assistant Professor in Political Philosophy in the Department of Political Sciences (University of Napoli Federico II). He received his PhD from the LSE. Before joining Federico II he taught at the LSE and Durham University.

Questions and production

Dr Eliza Kania, PSR/Brunel University London

RELATED CONTENT

Issue 1/2021 including the special issue: Gender in the Profession

The whole issue 1/2021 can be found here.

CONTENTS

special issue ARTICLES

ARTICLES

TRIBUTE

State of the Art

EARLY RESULTS

RELATED CONTENT

New Editorial Board members

We are delighted to welcome seven new colleagues to the PSR Editorial Board.

The new Editorial Board members are:

Octávio Amorim NetoFGV-Rio
Teresa BejanUniversity of Oxford
Scarlett CornelissenStellenbosch University
Shoko KohamaHokkaido University
Naoko MatsumuraKobe University
Doron NavotUniversity of Haifa
Alejandro PeñaUniversity of York
Anupama RoyJawaharlal Nehru University