Beruflich Dokumente
Kultur Dokumente
September 2006
SUMMARY OF KEY FINDINGS
1. Older volunteers make a substantial and irreplaceable contribution to the work of
volunteer-involving organisations in the voluntary and community sector and in
the public sector alike. Our survey of 477 organisations found that:
• people aged 65 and above formed 31 per cent of the volunteer workforce
• people aged 50 or over contributed 68 per cent of the total number of hours
provided by the volunteers in these organisations.
2. The contribution made by older volunteers varies by size of organisation and field
of activity but not by sector. We found that:
• the organisations taking part in our survey were active in a wide range of fields
but heavily concentrated in social services and health
2
4. Older volunteers are valued by volunteer-involving organisations. They are seen
as an indispensable backbone for voluntary action but also have some
comparative advantages over younger volunteers
5. The great majority of participants in the survey – 93 per cent - did not have an
upper age limit for volunteers but, for the others:
• some justified their age limits in terms of a ‘duty to care’ owed to users,
passengers or drivers
6. Eighty-five per cent of respondents reported that they had not experienced any
difficulty with insurance but this may be a matter of interpretation:
• some organisations had ‘solved’ the problem of upper age limits for insurance
by getting older volunteers to sign a disclaimer and volunteer uninsured
• another area of concern is the refusal of insurers to provide cover for older
people who are handling money
• on a more positive note, some organisations had ‘shopped around’ and found
a more helpful insurer.
7. An overwhelming 99 per cent of respondents had indicated their support for the
campaign: the few exceptions were constrained by the specific circumstances of
their own organisation.
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CONCLUSIONS AND RECOMMENDATIONS
2. These positive messages need to be treated with some caution. The involvement
of older volunteers is uneven across organisations of different size and area of
interest and the data about roles provides evidence about the number of roles but
not about how many volunteers are engaged in what activities.
3. There are also some very positive messages about the key issues of the
Campaign against Age Discriminations in Volunteering and the extent to which
respondents have ‘signed-up’ to its principles.
4. On the other hand, it is likely that the organisations surveyed were more inclined
than most to ‘buy in to’ the Campaign and the negative feedback from a minority
suggests that there are still real issues about upper age limits and insurance. We
therefore recommend that:
• the evidence base is extended to provide more information about attitudes and
practice in smaller volunteer-involving organisations and in areas not
adequately covered by our sample
• further research would also improve the quality of the data concerning the
roles that older volunteers undertake – it was impossible to determine how
many volunteers undertake each type of role from the data
• more specifically, the Campaign should engage with the concept of ‘a duty of
care’ and take legal advice as to how this can be followed without imposing an
age limit on all volunteers
• the Campaign also needs to collect intelligence about the practices of the
providers of insurance and identify those with whom organisations have dealt
successfully and to ‘name and shame’ the worst offenders
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INTRODUCTION
As part of their joint campaign against age discrimination in volunteering, VITA
(Volunteering in the Third Age) and Volunteering England conducted a telephone
survey of 477 organisations which were members of Volunteering England including
the 20 which involved the largest numbers of volunteers in their work. More details of
the survey are provided later in this report.
“In a country with an ageing time-rich and able population it is remarkable that many
volunteer-involving organisations discriminate against older volunteers. Older
volunteers can find themselves unable to volunteer because of their age or asked to
leave volunteering at a certain age. Whilst increased insurance premiums is often
given as a reason by volunteer-involving organisations it is known that the real
reason is often ingrained prejudice or the perceived difficulty of finding appropriate
opportunities for older volunteers.”
• whilst disability and frailty may limit opportunities for some older people as well
as other age groups, selection should be based on objective criteria relating
directly to the tasks to be performed and on volunteers' performance
• where insurance cover for volunteers can not be obtained beyond a specified
age, organisations should search for other insurers.
• “will not have arbitrary age limits and will not impose a 'retirement age' on
volunteers as this is unfair and discriminatory”
• “will actively seek insurers that do not charge an unreasonable premium for
older volunteers and we will not use insurers who remove cover for older
volunteers”.
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MEASURING THE CONTRIBUTION OF OLDER VOLUNTEERS
The first aim of the survey was to establish the scale of the contribution made by
older volunteers to the work of voluntary organisations and statutory agencies. The
figures demonstrate very clearly the degree to which volunteer-involving
organisations depend on volunteering by older people.
• People aged 65 and above formed 31 per cent of the volunteer workforce.
• People aged 50 or over contributed 68 per cent of the total number of hours
provided by the volunteers in these organisations.
“The average age of our volunteers is 62 and our oldest volunteer is 95 who after a
double bypass operation returned to volunteer for us stating that he felt he needed to
reduce his hours from three days per week to two days! We have one volunteer who
is 90 and has been awarded the MBE for his volunteering services here, he has been
volunteering for us since 1969.” Stoke Mandeville Hospital NHS Trust
This section of the analysis breaks down the sample of organisation by sector; by
number of volunteers involved; and by field of activity and looks at variations in the
scale of the contribution made to the different types of organisation by older
volunteers.
Breakdown by sector
The great majority of those surveyed were voluntary and community sector (VCS)
organisations (88 per cent); a significant minority (11 per cent) were statutory
agencies - NHS trusts and local authority departments; and a handful (one per cent)
were based in the for-profit sector.
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Table 1: Older volunteers’ involvement by sector1
N=450
The size of the organisations in the sample – measured by the number of volunteers
involved in their work – varied enormously. At one end of the scale a single
organisation – Christian Aid – involved 300,000 volunteers, largely in its door-to-door
collections and other fund-raising activities. Because of the scale of this involvement
we have excluded data from this organisation from some of the analysis to avoid
distortion. Only one other respondent reported figures of more than 100,000
volunteers and this was Help the Aged whose 132,000 volunteers play similar roles
to those of Christian Aid. At the other end of the scale, there were 143 organisations
with fewer than 50 volunteers; they formed 35 per cent of the total number of
organisations in the sample but accounted for just one per cent of the total number of
volunteers. A full breakdown is provided in table 2:
1
The number of organisations based in the for-profit sector was too small to make useful comparisons
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Table 3: Older volunteers involvement by size of organisation
Clearly, size does matter. The proportions of older volunteers – whether defined as
those aged 50 and over or those aged 65 or over – and the percentage of total hours
they provide generally increase as the total number of volunteers rises until they
peak at the 1,000 to 9,999 band and drop back a little for those with more than
10,000 volunteers.
2
Education and research (1); development and housing (6); law, advocacy and politics (13);
international activities (3); professional associations and trades unions (1), religion (5).
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Table 5: Breakdown of fields of activity by estimated number of volunteers involved
By either measure, social services is the largest category with almost half of the
organisations and 39 per cent of the volunteers. Nearly a quarter of the organisations
are involved in the field of health but this accounts for only 17 per cent of the
volunteers. Culture and recreation and the environment are represented by
comparatively few organisations but more substantial numbers of volunteers.
Similarly, volunteer centres and other intermediaries form only six per cent of the
organisational population but involve 12 per cent of the volunteers.
The proportion of the volunteer workforce made up of older people varied between
the different areas of activity.
A clear pattern emerges; older volunteers have a greater involvement in social services,
health and the environment and less in culture and recreation and engagement with
intermediaries.
3
Excluding Christian Aid’s 300,000
4
Education and research (3); development and housing (261); law, advocacy and politics (730);
international activities (1,640); professional associations and trades unions (50); religion (9,365).
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ROLES PLAYED BY OLDER VOLUNTEERS
The roles played by older volunteers in the sample organisations were many and
varied; we counted nearly 1,100 different role descriptions in the 411 responses
which provided data on this question! They were too varied for us to fit them into the
categories used for the Home office Citizenship Surveys so we have developed our
own classification on the basis of an analysis of the 1,100 role descriptions provided
by the sample. This is based on a total of 22 roles which have been brought together
under five headings. The results need to be treated with caution: the statistical
breakdown is limited to the number of times the role was listed by respondents and
does not allow us to count the number of volunteers involved in each role.
Visiting 7%
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Table 8: Providing support services to users and beneficiaries
Library services 2%
Campaigning 1%
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WHY OLDER VOLUNTEERS ARE VALUED
A number of respondents made observations about the value of older volunteers to
their organisations. Two of them described their older volunteers as the ‘backbone’ of
the organisation while another used the term ‘indispensable’. For yet another it was
“absolutely fundamental to what we do to have older volunteers”. While one of the
reasons given by more than one respondent for valuing older volunteers generally
was the need to have a full range of people with different perspectives, many of the
responses highlighted specific ways in which older people brought more to the
organisation than younger volunteers. They were seen as:
• More committed to the organisation and its work – older volunteers were
“extremely capable and dedicated” – like the “lady in her 80s who has never
missed a day through illness and is so reliable”.
• Putting in more hours – respondents felt that people over 50 either had more
time at their disposal or were prepared to give more of it to volunteering.
Citizens Advice found it was easier for older people to find the eight hours per
week it needed from them; Sure Start Portsmouth had older volunteers who
were prepared to take on a second family whereas the younger volunteers
only wish to work with one; and the British Heart Foundation suggested that
“the older they are the more hours they do”. There were some outstanding
examples of the time older people were prepared to give including the 92 year
old man who worked on a variety of tasks at Nightingale House who “comes in
at least two or three times a week” and the “lady who has volunteered 35
hours per week for the past 15 years” for Darlington MIND.
• Bringing more experience and skills – older volunteers “bring many varied
skills with them” (Huddersfield MENCAP); “have more life experience to give”
(Samaritans) or “have many skills and experience and knowledge” (Haig
Colliery Mining Museum). These may embrace some very specialist fields
such as ship-building and furniture making (National Museums, Liverpool).
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THE CAMPAIGN ISSUES
Respondents were asked three questions specifically about the Campaign against
Age Discrimination in Volunteering. These were:
The great majority – 93 per cent - of respondents did not have an upper age limit for
their volunteers.
Of the minority who did have upper age limits, a significant number of respondents
reported that these were the result of problems over insurance; either insurers were
not prepared to insure volunteers above a certain age or the costs became
prohibitive. This was commonplace in the insurance of drivers (where the cut-off
points ranged from 65 to 75) but also affected personal accident and public liability
cover. We suspect that few organisations are in the position of one Primary Care
Trust that insures volunteers up until the age of 70 and assumes responsibility for
any liability after than age. They might be reassured by the experience of the
organisation which has been able to extend cover to its post 80 year old volunteers
but has yet to make a claim.
Others imposed an upper age limit for specific roles which were seen as particularly
onerous. An organisations providing emergency medical care retired its “active life
support members” at 70 because they needed “to be very fit and able to carry the
equipment bag which weighs 14 kgs”. Other volunteer roles were, however, still open
to them. Other specific roles which were used to justify age limits were ‘using
dangerous tools such as chain saws’ (limit 75); driving a minibus (70); driving a large
van for a furniture recycling organisation (80); driving a van which involves heavy
lifting (70); and leading groups of people with disabilities on foreign travel (70). One
organisation addressed similar issues by channelling older volunteers “to the more
sedentary tasks”.
Several respondents justified their upper age limits in terms of a duty of care: ‘we
have imposed an upper age limit on our drivers. This is not an insurance issue but as
a duty to care to our service users and to keep us in line with other local caring
organisations’. A Social Services Department reported that ‘beyond 75 they have to
retire. Our legal department will not extent this and state that it is their duty of care to
the passengers’. And a more specialised legal requirement from the Health and
Safety Executive prevents the deployment of first aiders at events unless they are
aged between 16 and 65.
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Other organisations have a greater or lesser amount of discretion and individual
judgement built into their decision-making. One hospital has “an upper age limit of 85
beyond which it is at management discretion”. A youth offending scheme with
volunteers in their 80s is “considering an upper age limit but only as a duty of care to
our volunteers and each case will be looked at on an individual basis rather than
having an arbitrary age limit”, Other organisations check the health of older
volunteers, especially drivers, when they reach a pre-determined age but another
has a more equitable approach: “all our volunteers undergo a health check, the
results of which may preclude them from volunteering. This is a health limit though
and not an age limit”.
On the other hand, at least one organisation is using an age limit as a means of
avoiding tackling an individual case: “We have imposed an upper age limit of 80 on
volunteer drivers. This was not because of an insurance issue as the drivers use their
own cars under their own insurance. We had one driver in her 80s who was
becoming a risk to herself and the service users and, rather than single her out, we
imposed an upper age limit of 80 on all drivers in order to spare her feelings.”
Finally, there is evidence from the responses that practices are changing. Several
organisations reported that age limits have been removed or raised while others are
looking at the possibility of making changes.
Eighty-five per cent of respondents reported that they had not experienced any
difficulty with insuring older volunteers. We suspect that there may be a problem of
interpretation here. One organisation reported that they had “no issues with
insurance” they only had “personal accident cover up to 70 but this doesn't prevent
older people volunteering”. In other cases volunteers who are too old to be covered
by the insurance but wish to continue “sign a disclaimer and they volunteer on an
uninsured basis”. As one of the organisations which operates on this basis reported
with, we think, some degree of understatement: “we have to get them to sign an
insurance disclaimer but this is far from ideal”. Other clearly find the arrangement
unacceptable and retire volunteers when they can no longer be insured. And some
have yet to reach the point at which it is an issue: “we only have insurance up to the
age of 75. So far none of our volunteers have reached that age but we know we will
have to face this problem at some point”.
There are specific issues relating to the insurance of volunteer drivers. Insurance
companies are reluctant to extend cover to people over 65 or 70 without the
safeguard of a medical certificate provided at some cost to the volunteer. Similarly,
volunteer drivers using their own cars have been charged additional premiums.
A second area of specific concern is the refusal of some insurers to extend cover to
older volunteers (usually over 80) who are handling money. This is clearly a matter of
concern to a number of organisations.
On the more positive side, some organisations had ‘shopped around’ and found
insurance companies which were prepared to provide cover on reasonable terms: “it
took a very long time to try to get insurance cover. Finally only one company would
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offer us insurance at a reasonable premium” and “we use (name provided) insurance
company and have no issue with cover”.
• the need to remove the organisation’s current upper age limit before signing-
up
• unwillingness to sign until the respondent was sure that his/her organisation
would be an active supporter of the Campaign
We need, however, to sound a note of caution at this point. The involvement of older
people in volunteering is uneven. They make up a much larger proportion of the total
number of volunteers in larger organisations – those with more than a thousand
volunteers – than in smaller organisations where the total number of volunteers is
less than a hundred. And they appear to be concentrated in a similar fashion in a
comparatively small number of fields of activity, important though these may be.
Older people have a much greater involvement in the field of social services, heath
and the environment and much less in culture and recreation and the activities of
volunteer centres and intermediaries. Our evidence on the roles played by older
volunteers is also limited: we have counted 1100 different roles but we do not have
the means of calculating how many volunteers are involved in each of them. We also
have to point to the problems with the sample: while it has been extremely valuable
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to have returns from the 20 organisations with the largest numbers of volunteers,
their inclusion has skewed the sample and requires us to be careful in the
conclusions we draw.
There is more apparent ‘good news’ when we look at the responses to the issues
highlighted by the Campaign against Age Discrimination in Volunteering: 93 per cent
of respondents do not have an upper age limit for volunteers while 85 per cent have
not experienced difficulty with insuring their volunteers. And practically everyone who
was contacted is ready to sign-up to the Campaign.
Again, we need to temper this optimistic scenario with a cautionary note or two. The
first of these is that our sample is likely to consist of organisations which, because of
their size and their membership of Volunteering England, are, perhaps, atypical of
the whole population of volunteer-involving organisations in their awareness of the
issues of age discrimination and their understanding of good practice in volunteer
management.
And there are some causes for continuing concern about some of the observations
made by the minorities whose organisations still imposed age limits and had
experienced problems with insurance.
While practices were changing, there were examples of organisations which were
imposing age limits because of the refusal of insurers to provide cover either at a
reasonable rate or at all or imposing an age limit for some volunteer roles rather than
judging each case on the fitness of the individual to meet the demands of the role.
Others – who may have been prompted by the legal departments of local authorities -
were arguing that a ‘duty to care’ was a complete rationale for a blanket age limit.
Similarly, some organisations felt that their problems with age limits set by insurance
companies could be addressed by an agreement with volunteers that they would
continue to be involved without insurance cover. And there were continuing issues
about insurance for drivers – where disclaimers were not an option – and for older
volunteers who handled money.
The findings thus not only provide evidence that older people can and do make a
huge contribution in scale and diversity to volunteer-involving organisations, there is
still work for the Campaign to carry it to make sure that an understanding of the
issues involved and an acknowledgement of what constitutes good practice is
applied across the sector.
• the evidence base is extended to provide more information about attitudes and
practice in smaller volunteer-involving organisations and in those which are
involved in the fields of culture and recreation and the other areas not
adequately covered by our sample
• further research would also improve the quality of the data concerning the
roles that older volunteers undertake – it was impossible to determine how
many volunteers undertake each type of role from the data
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• the Campaign continues to call for approaches to volunteer management that
decide on volunteer’s abilities to undertake various tasks, however onerous,
by a case by case approach rather than a blanket age limit for any roles
• more specifically, the Campaign should engage with the concept of ‘a duty of
care’ and take legal advice as to how this can be followed without imposing an
age limit on all volunteers
• the Campaign also needs to collect intelligence about the practices of the
providers of insurance and produce a kind of ‘Which report’ to identify those
with whom organisations have dealt successfully and to ‘name and shame’ the
worst offenders
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