Beruflich Dokumente
Kultur Dokumente
An independent report
commissioned by UNISON
Fiona Visser
Laura Williams
Contents
Foreword 4
Acknowledgements 6
Executive summary 7
1 Introduction 10
2 Context 14
Bibliography 50
3
Foreword
One of the challenges for UNISON and other trade unions over the coming
months and years is to ensure that we win the right kind of flexibility so that
our jobs and our careers are part of what we do and who we are, but where
we also have control. We must show the benefits for the organisations that
we work for and service users to achieve this aim. We also need to make a
robust case for work-life balance as something good in itself. As this timely
and very welcome report makes clear this can be achieved – although there
is some way to go before we attain a situation in which all who want to
benefit do so.
Work-life balance policies are having an impact on the way people work
and how organisations operate and are becoming an established part of the
labour market landscape. Our members tell us that having the flexibility to
strike the right work-life balance improves morale, helps organisations with
staff retention and enables our members to feel in control of their working
lives. So how do we move forward from here? This report tells us that, despite
the progress that has been made, there are still barriers that we have to
address. It also sends a clear message that UNISON has to broaden the debate
from one about how the organisations we work for accommodate individual
arrangements to one in which organisations are transformed.
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FOREWORD
In the months and years ahead UNISON will be at the forefront of efforts to
use the Gender Equality Duty and all other tools at our disposal to deliver
the progressive flexibility that can make work-life balance possible for our
members. We thank The Work Foundation for the significant contribution
they have made to moving this work forward.
Dave Prentis
UNISON General Secretary
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Acknowledgements
The authors would like to thank UNISON, its members and branch secretaries
who took part in the research, and in particular Sandra Dean and Tom Spamer
for organising focus groups. We would also like to thank Michelle Singleton,
Ross Hendry and David Arnold for their support and input into the research.
Please note that the views in this report represent those of the authors and
should not be seen necessarily to represent those of UNISON.
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Executive summary
• The purpose of this report is to answer the following questions: what does
‘work-life balance’ mean to UNISON members and what are their
experiences of work-life balance in light of this campaign? What are the
barriers to work-life balance? And what role can unions play to further the
debate and practice of work-life balance in public services?
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EXECUTIVE SUMMARY
• On the basis of these findings, this report highlights four key barriers to
the benefits of work-life balance being realised by UNISON members:
1. Insufficient employer commitment to work-life balance
2. Balancing care and work affects career progression
3. Available work-life balance options are not always appropriate
4. Organisational culture does not always permit the implementation
of initiatives.
• Given these barriers and the extent of UNISON members’ frustrations with
employers around work-life balance, and despite general satisfaction with
work and working arrangements, it is apparent that there is still some way
to go in reaching a position where the needs of employers, employees and
service users are reconciled to the advantage, or at least satisfaction, of all
parties.
• There has been much progress on work-life balance in the wider world over
the last ten years, of which UNISON and its members have been a part. This
report gives UNISON a well-developed account of the extent to which
principles and policies have been implemented in practice. For example, it
can be said with some confidence that despite real progress in some areas,
there is still much to be done to broaden the work-life balance debate so
that it embraces work organisation, job design, management standards and
organisational culture. More still needs to be done to demonstrate that
work-life balance is not just an instrument that allows employers to satisfy
individuals’ preferences or needs for more flexibility. If organisations are to
change the way they work, then this implicitly demands a reconfiguration
of the relationship between employer and employee, and the roles and
responsibilities that each party has in the delivery of the organisation’s
objectives.
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EXECUTIVE SUMMARY
• All of the challenges outlined in this report highlight the importance of the
trade union role. Based on the survey findings, we would argue that UNISON
should make the following essential contributions:
• Changing the terms of the debate: moving work-life balance from
being seen as a gender or parenting issue; talking about the challenges
and how they may be overcome, as well as the potential benefits;
developing specialist work-life balance expertise within UNISON to
contribute to implementing change
• Focusing on the collective elements of work-life balance policies
to support a move away from focusing only on individual needs and
tinkering around the edges of working practices towards a more holistic
view of developing and implementing new ways of working.
• By taking these leads, UNISON has the opportunity to revitalise this debate
and lead the way in pushing for reality to match the rhetoric.
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1 Introduction
In response to shifts in the labour market and the changing nature of work,
work-life balance is now at the top of the agenda for government and
business. While work-life balance traditionally focused on family-friendly
workplaces – essentially concerned with enabling mothers to balance work
and childcare responsibilities – there is increasing recognition from
organisations that work-life balance is about more than families, and are
instead helping employees to have access to working arrangements that are
compatible with their other responsibilities, lifestyle and, of course, their work.
It is also recognised that work-life balance can lead indirectly to productivity
gains through increased retention and helps organisations to respond to
customer needs more effectively. Government has also recognised that this
is the domain of policy: the right to request flexible working for parents with
children aged under six or disabled children aged 18 and under was
introduced in 2003 and has bedded in well. This right is being extended to
carers in 2007.
1.1 What are the Work-life balance has become increasingly important for a number of social
drivers for and economic reasons that are making:
change? • organisations think about how they work
• government think about how people balance paid and unpaid work and
care
• individuals think about the role work has and will have at different stages
of their lives.
1 See for example Jones A and Williams L, Why ICT?: The role of ICT in public services, London, The Work Foundation, 2005
2 Rajan A et al, Harnessing Workforce Diversity to Raise the Bottom Line, CREATE, 2003
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INTRODUCTION
1.2 What is the The case for work-life balance tends to be made on two counts. First, that
case for work-life work-life balance improves individuals’ health, wellbeing and job satisfaction.
balance? Second, that business can benefit from work-life balance because these
policies:
• improve productivity and worker commitment
• reduce sickness absence (from 12 per cent to 2 per cent according to
UNISON research)
• increase retention rates for talented workers and reduce replacement costs
• allow organisations to recruit from a wider pool of talent
• enable organisations to offer services beyond usual business hours by
employing workers on different shifts that fit in with caring responsibilities.
1.3 Making the The business case arguments have had particular resonance with the public
case in the sector, where a high proportion of the workforce is female and there is a drive
public sector to provide increasingly customer-focused services at more flexible times,
requiring differentiated patterns of work. UNISON’s 2002 launch of its work-
life balance campaign aimed to inform and promote policies across the union
in recognition of the potential benefits of work-life balance for service
delivery and staff satisfaction. The strategy also recognised the growing
importance of work-life balance as a non-pay issue that unions can negotiate
on and use to attract new members. The importance of these issues is
highlighted in the TUC’s 2003 report, A Perfect Union?, which reveals a strong
desire among union members for effective action by their unions to improve
the quality of the working environment. 3 One might also say that a focus on
work-life balance is likely to prove attractive to those people who have not
been union members so far in their working lives and who are more
concerned with ‘getting on’ than ‘getting even’.
3 TUC, A Perfect Union?: What workers want from unions, London, 2003
4 See http://www.unison.org.uk/worklifebalance/casefor.asp
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INTRODUCTION
The typical business case for work-life balance lends itself better to the
practices and languages of the private sector. However, despite the different
needs of public and private sector organisations, many of the work-life
balance drivers are similar:
• increasing services’ customer focus
• reducing absenteeism
• attracting and retaining talented people
• improving productivity and making efficiency gains.
Yet, when we look at the evidence on whether work-life balance policies have
achieved all they set out to and whether people really are able to achieve
the work-life balance they want, a different picture emerges. Furthermore,
the case for work-life balance is different for employers and employees.
Employers may be attracted by the efficiency gains and customer response
improvements that work-life balance policies such as flexible working
promise. However, for individuals, the case for such policies needs to be made
on what it will mean for their job, their career and their life outside work.
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INTRODUCTION
1.4 About this UNISON commissioned this project to improve its understanding of work-life
project balance among members, to analyse the extent to which the growing
awareness and popularity of work-life balance has translated into cultural
change, and to develop recommendations about how organisations in the
public sector need to move debates and practice forward. The Work
Foundation has a long history of work-life balance research and consultancy
and was delighted to conduct this research project and participate in the
debate about the role of unions in making work-life balance a reality for
their members.
1.5 About this This report presents findings from a literature review, surveys of UNISON
report members and branch secretaries, and four focus groups with participants
from UNISON’s membership base conducted by The Work Foundation
between February and October 2006. 5 The core questions for the research
were:
• How is the case for work-life balance currently being made in the public
sector? What are the existing policies and how are they being promoted?
• How are work-life balance policies being implemented in practice?
• How important is work-life balance to UNISON members? Do members
report a good work-life balance? What are the barriers and enablers?
• How should the case for work-life balance be made in the future? How
can challenges be overcome? How can UNISON be involved in moving
debates and practice forward?
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2 Context
2.1 What is work- While work-life balance is an increasingly popular term, there is no clear
life balance? consensus on what it means, although most definitions do include the
concepts of flexibility, juggling and sustainability. 6 Work-life balance is most
frequently used to describe the equilibrium between responsibilities at work
and responsibilities outside paid work; having a work-life balance means that
this equilibrium is in the right position for the individual concerned.
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CONTEXT
lack of control and autonomy at work has 7 – and many strategies have been
suggested to improve the balance. In focus group discussions, members
recognised that an ideal work-life balance varies from person to person,
depending on the individual and their life circumstances. Balancing both
home and work life allows an individual to achieve the best in both
situations, but the balance that is right for them may involve much more or
much less time at work than for another – and this balance may also change
at different times in individuals’ lives.
2.2 How has the In spite of some of the constraining definitions of work-life balance, progress
work-life balance in this area of policy and in organisations has been significant over the last
debate evolved? ten years. The ‘right to request’ legislation, which came into effect in 2003,
gave parents with children aged under six the right to ask their employers to
work flexibly. And this has bedded in well: more than three-quarters (77 per
cent) of requests were fully accepted and a further 9 per cent were partly
accepted or a compromise reached. 8 This right will be extended to those with
caring responsibilities in 2007. A survey (based on a representative sample of
workers in the UK) conducted by The Work Foundation in 2005 found that
two-thirds of respondents agree that flexible working is good for employers
as well as employees, suggesting that there has been a shift away from
viewing work-life balance as being all about the individual. Stevens et al’s
report from the second Work-Life Balance Survey reveals that more
employees in 2003 than 2000 believe that the business case should be a
priority (60 per cent versus a previous 53 per cent) when granting a request
for flexible working. 9
Further evidence that progress is being made comes from the 2004 British
Social Attitudes (BSA) survey. 10 The survey reports that the number of flexible
working options made available by employers in the UK rose from an average
of 1.39 in 1998 to 1.99 in 2004. The availability of some type of ad hoc
arrangements was reported by 73 per cent of the respondents, indicating
the presence of a ‘flexible ethos’. The following options were available to
respondents, where for:
• 64 per cent part-time work was available
• 49 per cent flexible hours were an option
• 38 per cent job sharing was an option
7 Marmot M, Status Syndrome: How our position on the social gradient affects longevity and health, London, Bloomsbury, 2004
8 See http://www.dti.gov.uk/employment/workandfamilies/flexible-working/index.html
9 Stevens et al, The Second Work-Life Balance Survey: Results from the employees’ survey, Employment Relations Research Series No
27, Department of Trade and Industry, 2004
10 Bell A and Bryson C, ‘Work-life balance – still a “women’s issue”?’ in British Social Attitudes, London, NatCen, 2005
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CONTEXT
2.3 Has progress The overall story on work-life balance is positive. It is increasingly popular, it
been made? is bedding down in organisations, and individuals are aware of the options
available and are taking these up where possible.
However, there are some worrying variations in availability and take-up. The
first of these is gender-related. As outlined above, women are much more
likely to have available to them and take up work-life balance policies and
while this is not a problem in itself as it supports women to work while they
bring up children, the consequences of this variation are more concerning.
For example, research by Smithson et al suggests that the nature of take-up
among men and women can contribute to the gender pay gap. 12 Their review
of the accountancy profession found that women tend to use flexible
working arrangements to cover childcare responsibilities at a time in their
careers that damages their prospects of moving to a more senior role in the
future. Men, however, tend to make use of flexible working arrangements
later in their careers, reducing the detrimental effects.
Availability and take-up vary significantly according to sector, the size of the
organisation and employee grade. For example, the BSA survey shows that
11 Williams L, Overcoming the Barriers to Flexible Working, London, The Work Foundation, 2005
12 Smithson et al, ‘Flexible Working and the Gender Pay Gap in the Accountancy Profession’, Work, Employment & Society, Vol 18
No 1, pp115-135, 2004
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CONTEXT
those with GCSE/O level qualifications are more likely to be offered flexibility
than those without. The survey also reveals geographical differences with
employees in Scotland and the Midlands less likely to support a range of
flexible time options than employees in the South East of England.
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3 The case for work-life balance –
UNISON members’ perspective
Given the increased profile of work-life balance in the UK, this section starts
to explore how changing attitudes and the rise of work-life balance on the
agendas of politicians, policymakers, employers and individuals are shaping
the expectations and experiences of UNISON members.
How strongly do you agree or Agree Agree Neither agree Disagree Disagree Mean
disagree with the following strongly nor disagree strongly
statements? (%) (%) (%) (%) (%)
Note: Where figures do not add up to 100 per cent this is due to rounding
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THE CASE FOR WORK-LIFE BALANCE – UNISON MEMBERS’ PERSPECTIVE
To what extent do you agree or Agree Agree Neither agree Disagree Disagree Mean
disagree with the following strongly nor disagree strongly
statements? (%) (%) (%) (%) (%)
Note: Where figures do not add up to 100 per cent this is due to rounding
The survey findings shown in Tables 1 and 2 above indicate that members
and branch secretaries alike endorse the case for work-life balance. Indeed,
the percentages are very similar for members and branch secretaries,
revealing strength in commitment to the concept of work-life balance as well
as strong consensus of opinion. The message for UNISON is clear: members
and branch secretaries agree that work-life balance has positive outcomes for
employers, employees and customers. Furthermore, branch secretaries offer a
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THE CASE FOR WORK-LIFE BALANCE – UNISON MEMBERS’ PERSPECTIVE
resounding ‘no’ to the suggestion that work-life balance is for people who do
not take their careers seriously.
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4 Members’ working lives
Against this backdrop of members endorsing the case for work-life balance,
the survey also found that, overall, members report high levels of job
satisfaction and commitment to the organisation they work for (see Table 3
below). Seventy per cent are satisfied or very satisfied with their job and the
same percentage share the values of the organisation they are working for.
Over half would speak highly of their organisation (55 per cent), compared
to the second Workers’ Index 2005 in which a quarter (27 per cent) of public
sector workers said they would. 13 Two-thirds (66 per cent) agree that there
will be a job for them as long as they want it. This paints a picture of work
that is generally good for members: satisfied, committed employees who
feel secure in their jobs.
To what extent do you agree or Very Fairly Neither Fairly Very Mean
disagree with the following satisfied satisfied satisfied nor dissatisfied dissatisfied
statements? (%) (%) dissatisfied (%) (%) (%)
Note: Where figures do not add up to 100 per cent this is due to rounding
13 Coats D, Second Workers’ Index: The Work Foundation’s commentary, London, The Work Foundation, 2005
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MEMBERS’ WORKING LIVES
Levels of satisfaction and other indicators about how members feel about
the organisations they work for vary by gender ( Table 4), with women being
consistently and significantly more positive in their outlook than men. There
was a similar trend with hours worked ( Table 5), with members working part-
time being significantly more satisfied with their job than their full-time
counterparts.
All things considered, how satisfied Very Fairly Neither Fairly Very Mean
are you with your job at present? 14 satisfied satisfied satisfied nor dissatisfied dissatisfied
(%) (%) dissatisfied (%) (%) (%)
Men 20 46 13 14 9 2.44
Women 27 45 13 10 5 2.21
Note: Where figures do not add up to 100 per cent this is due to rounding
All things considered, how satisfied Very Fairly Neither Fairly Very Mean
are you with your job at present? 15 satisfied satisfied satisfied nor dissatisfied dissatisfied
(%) (%) dissatisfied (%) (%) (%)
Note: Where figures do not add up to 100 per cent this is due to rounding
4.1 Control over Table 6 shows that most members felt they had a high degree of control
work over how and when they manage their work (77 per cent and 71 per cent
respectively). Despite this, 66 per cent said their job was stressful compared
to just 34 per cent who said their home life was stressful. There are slight
gender differences here, with just over a third of women (36 per cent)
reporting a stressful home life compared to just over a quarter of men
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MEMBERS’ WORKING LIVES
(27 per cent), with women reporting significantly greater lack of time at home
than men. 16 This is likely to reflect the continuing traditional role of women
as primary homemaker.
To what extent do you agree or Agree Agree Neither agree Disagree Disagree Mean
disagree with the following strongly nor disagree strongly
statements? (%) (%) (%) (%) (%)
Note: Where figures do not add up to 100 per cent this is due to rounding
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MEMBERS’ WORKING LIVES
Having said this, just over half (56 per cent) of participants reported being
happy with their current work-life balance, although one in four (26 per cent)
reported that work was too demanding. Small numbers of participants (4 per
cent) felt that home was too demanding and similarly (4 per cent) that both
home and work are too demanding.
4.2 On the whole, members felt trusted by their managers to get on with their
Organisational work, but did not trust these managers as decision-makers, as shown by
culture and Table 7 below. There were no differences in views seen across the different
employer occupational groups, with even 44 per cent of managers and senior officials
integrity feeling that management were unreliable in keeping their promises.
To what extent do you agree or Agree Agree Neither agree Disagree Disagree Mean
disagree with the following strongly nor disagree strongly
statements? (%) (%) (%) (%) (%)
Note: Where figures do not add up to 100 per cent this is due to rounding
17 Emmot M, ‘Am I Bothered?’, Impact, Issue 17, London, CIPD, October 2006
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MEMBERS’ WORKING LIVES
Workers’ Index 2005 18, where just over half (53 per cent) of public sector
workers felt that their senior team had a clear vision for their organisation.
This cynicism towards management was also evident in the view expressed
by focus group participants that it is a very one-sided relationship between
employer and employee: the employer expects the support of employees
to get the business done without reciprocating this support for members’
commitments outside work. Members appreciated the need to offer
appropriate service levels to customers, but were frustrated by the lack of
vision that management demonstrated in seeking win-win solutions for
employees and the organisation.
18 Coats D, Second Workers’ Index: The Work Foundation’s commentary, London, The Work Foundation, 2005
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5 Work-life balance policies and
practice
5.1 Employer On the face of it, public sector employers have apparently accepted the case
initiatives for work-life balance with some enthusiasm. For example, branch secretaries
reported that the employers they work with take work-life balance seriously:
• 43 per cent of employers had long-standing initiatives or projects
• 33 per cent had recently started to focus on the area
• 6 per cent had not yet undertaken any initiatives, but were likely to in the
near future
• 11 per cent had not undertaken any initiatives and were unlikely to in the
near future.
Supporting other research 19, our survey found that flexible working is the
most popular work-life balance initiative, with three-quarters of employers
(75 per cent) offering flexible working to some or all staff. Table 8 shows the
breakdown for other initiatives among all the employers, indicating that job
sharing and home working are also popular.
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WORK-LIFE BALANCE POLICIES AND PRACTICE
Employer initiatives %
Flexible working 75
Job sharing 63
Home working 50
Time off for parents to care for sick children 44
Career breaks 43
Time off to care for people other than children 35
Term-time contracts 33
Childcare provision 32
Time off for parents to care for children when they are not sick 25
Other 10
5.2 Availability As Table 9 shows, members report a higher level of availability for all options
and promotion to except home working than the British Social Attitudes survey. This is in line
members with other findings from the British Social Attitudes Survey that employees
in the public sector generally report higher levels of availability, with the
exception of home working. Also supporting the findings, respondents to
the UNISON survey of members in the South East in managerial or senior
roles report higher levels of availability. And those working in elementary
occupations are less likely to have the different options available to them.
Men and women report similar levels of availability, although as we will
discuss, take-up of options does vary by gender.
Flexitime 53 49
Job sharing 52 38
Term-time working 32 24
Homeworking 19 24
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WORK-LIFE BALANCE POLICIES AND PRACTICE
However, the figures also suggest a lack of awareness of the options available
among members. This is part of the rhetoric-reality gap discussed earlier
where employers say they are committed to work-life balance and offer
policies to back this up, but fail at the implementation stage, meaning that
employees do not benefit from their employer’s commitment to work-life
balance.
5.3 Policies in The surveys also revealed a gap between the options offered and take-up.
practice: take-up Table 10 shows what members report as being on offer alongside take-up
of options rates and figures from the British Social Attitudes survey for national
comparison.
20 Hooker H, Neathey F, Casebourne J and Munro M, The Third Work-Life Balance Employees’ Survey: Executive summary, London,
DTI, 2006
21 Kersley B, Alpin C, Forth J, Bryson A, Bewley H, Dix G and Oxenbridge S, Inside the Workplace: First findings from the 2004
Workplace Employment Relations Survey, London, DTI, 2005
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WORK-LIFE BALANCE POLICIES AND PRACTICE
Organisations Have used Like to use Not of interest Not applicable British Social
offering option (%) but not done (%) (%) Attitudes
(% – from so yet survey
members’ survey) (%) (%)
Flexible hours 53 69 16 10 5 67
Job sharing 52 16 25 48 11 24
Term-time contracts 32 26 17 27 31 37
With the exception of flexible hours, UNISON members are less likely to have
taken up the option of job sharing and working at home than the national
labour market (as measured by the British Social Attitudes survey). This may
be explained in part by the sectors represented by UNISON, which
predominantly employ customer-facing staff with no option of working at
home. However, even where individual jobs may be suitable for home
working, organisations may be reluctant to enable it to happen because they
are not geared up for the implications of home working. The lower likelihood
of job sharing and home working may also reflect social and economic
factors, such as the proportion of low-paid, part-time women working across
the public services that UNISON represents.
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WORK-LIFE BALANCE POLICIES AND PRACTICE
There are also differences in take-up between men and women comparable
to those found in the British Social Attitudes survey, as Table 11 shows.
Women are more likely to take up work-life balance options with the
exception of home working, which is used by the more office-based, less
customer-facing occupational groups of managers, professionals and
associated professionals. Half (50 per cent) of the male respondents work
in these occupations, as compared to a third of the female respondents
(33 per cent).
Flexible hours 31 39 34 44
Job sharing 3 10 2 17
Working from home 10 9 21 18
Term-time contracts 5 10 7 21
Time off for sick children 10 18 – –
Time off to care for children 11 12 – –
Time off to care for others 12 18 – –
5.4 Unmet We asked members which options they would like to have access to and
demand discovered significant levels of unmet demand. Members indicated that they
would make use of certain options if they were available. In particular, there is
demand for the opportunity to work flexible hours, as shown by Table 12, and
for time off to care for others.
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WORK-LIFE BALANCE POLICIES AND PRACTICE
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6 Impact of work-life balance policies
and practice
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IMPACT OF WORK-LIFE BALANCE POLICIES AND PRACTICE
To what extent do you agree or Agree Agree Neither agree Disagree Disagree Mean
disagree with the following strongly nor disagree strongly
statements? (%) (%) (%) (%) (%)
6.1 Matching Most members report being happy on the whole with their working
rhetoric to arrangements. However, almost two in ten are not happy, and this should
reality: what are be seen in light of members reporting an increasing intensity of work, which
the barriers? has implications for how they manage home and work responsibilities. In
addition, those taking up part-time working arrangements are finding that
their workloads, or how their jobs are designed and managed, create pressure
W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ? 33
IMPACT OF WORK-LIFE BALANCE POLICIES AND PRACTICE
for them to work additional hours or take on more than their part-time hours
would allow them to complete.
This section explores the barriers that are preventing UNISON members from
having a work-life balance or from seeing the benefits of changed ways of
working.
6.1.1 Insufficient The finding that four out of ten branch secretaries feel that the work-life
employer balance options offered to employees are not genuine choices raises the
commitment to question of how committed employers really are to helping their employees
work-life balance achieve work-life balance.
34 W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ?
IMPACT OF WORK-LIFE BALANCE POLICIES AND PRACTICE
How strongly do you agree or disagree Agree Agree Neither agree Disagree Disagree Mean
with the following statements about strongly nor disagree strongly
working arrangements in relation to (%) (%) (%) (%) (%)
the employer?
Note: Where figures do not add up to 100 per cent this is due to rounding
W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ? 35
IMPACT OF WORK-LIFE BALANCE POLICIES AND PRACTICE
6.1.2 Balancing care Members were asked for their views on career progression in relation to
and work can have a caring responsibilities. Of the 53 per cent of members with caring
perceived impact on responsibilities (for children, elderly relatives and others):
career progression • 10 per cent thought their caring responsibilities had got in the way of
their progress at work a great deal
• 20 per cent a little
• 14 per cent not very much
• 55 per cent not at all
• 1 per cent didn’t know.
The proportion of those who felt that their caring responsibilities had
affected their ability to fulfil their job role to a greater or limited extent was
slightly higher (41 per cent) and there is a strong correlation between the
two 22, ie those who report that their career had been affected are also those
who report that caring responsibilities have compromised their ability to
fulfil their role.
This was an issue explored in focus group discussions. For example, one
participant described their work in a 24-7 organisation that operates in shifts.
She reported that there is an unwritten policy that employees must work the
longer (12-hour) shift in order to qualify for career progression. Those with
caring responsibilities for whom the shorter (8-hour) shift would better
enable them to balance work with caring responsibilities must make a choice
between their career and caring.
36 W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ?
IMPACT OF WORK-LIFE BALANCE POLICIES AND PRACTICE
6.1.3 Available Another cause of members’ dissatisfaction with their working arrangements
work-life balance may result from the discrepancy between what arrangements would be
options are not useful to them and what is offered by their employer.
always
appropriate It is interesting that the work-life balance initiatives that employers pursue,
reported earlier, are not necessarily those that employees desire. Besides
flexible hours, the demand from members was found to be particularly for
time off to care for people other than children, both from members where
it was already available and where it wasn’t (78 per cent and 71 per cent
respectively). However, branch secretaries report that only about a third of
their employers (35 per cent) have addressed this wish. Conversely, members
saw job sharing as less useful (41 per cent and 37 per cent respectively),
although more than six out of ten employers have an initiative in this area.
This may reflect the financial reality of job sharing for individuals.
6.1.4 Supporting other research in this area 23, the biggest barrier identified by
Organisational members was line management. Line managers play a role as ‘gate keepers’
culture in blocking communication about work-life balance options, in creating a
culture of inflexibility and in reinforcing perceptions that asking for changes
in working arrangements may jeopardise future career prospects. Workload
and resources are also key issues whereby people have too much work and
so work long hours. If they work in a team, then they are aware of the added
burden for colleagues if they make use of their work-life balance options.
23 Bloom et al, Work-Life Balance, Management Practices and Productivity, Centre for Economic Performance, January 2006
W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ? 37
IMPACT OF WORK-LIFE BALANCE POLICIES AND PRACTICE
managers can cope with flexibility. One route to achieving this is ensuring
that organisational policies are joined up rather than contradictory.
6.2 Comparisons It is worth reiterating that the majority of UNISON members are satisfied with
with other their jobs and working arrangements and do not feel that their careers have
studies: what are been adversely affected by caring responsibilities. However, as discussed,
the common there is a sizeable minority for whom work-life balance is not a reality due to
barriers? a number of barriers. This project’s findings underline the barriers highlighted
in other studies.
6.2.1 Culture and Despite the popularity of work-life balance initiatives, the dominant model
climate of working practices in organisations is often inflexible. In some organisations,
the view that flexible working is a deviation from the norm persists. Full-time
work with fixed hours is often seen as the norm with ‘presenteeism’ being the
measure of a valuable employee rather than the value of their contribution. 24
In some organisations there is a culture of shunning flexible working
practices even if they are available since the perception is that ‘strong players’
or ‘good employees’ are those who put work first over family. The use of
flexible working practices may be seen as weak and suggestive of a lack of
commitment to the job.
38 W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ?
IMPACT OF WORK-LIFE BALANCE POLICIES AND PRACTICE
6.2.2 Managerial The rhetoric-reality gap will never be closed until managers know how to
ability to make these policies work in practice. This is not to say that managers are
implement wholly to blame for the present impasse. It is more a matter of organisational
policies and be innovation getting ahead of management skill. Therefore, continually
a positive role improving the management skill base is essential for successful
model implementation. The supportiveness of managers can increase the success
and uptake of policies and a lack of support can have the reverse effect. Yet
managers often lack the skills to implement policies effectively and little
training is being carried out to help managers learn how to manage flexible
working, even where HR departments accept the skill deficit of managers.26
6.2.3 Perceived Stevens et al argue that the take-up of flexible working, particularly part-time
and real negative working, is limited by employee concern for job security, career prospects and
impact on career feasibility for the implementation of certain practices (eg the job won’t allow
and finances it). 27 Furthermore, research has shown that managers can underestimate the
skill and commitment of part-time employees and under-utilise them. Part-
time workers also miss out on training opportunities. A 2005 study reported
that part-time employees are approximately 40 per cent less likely to receive
training than full-time workers. 28 This has implications for long-term career
opportunities and financial prospects.
Survey results from the DTI following the ‘right to request’ legislation show
that 56 per cent of respondents who had changed their working pattern
reported a negative consequence. Not all the consequences are simply
26 EOC, Ibid
27 Stevens et al, The Second Work-Life Balance Survey: Results from the employees’ survey, Employment Relations Research Series No
27, Department of Trade and Industry, 2004
28 Francesconi M and Gosling A, Career Paths of Part-Time Workers, EOC Working Paper Series No 19, EOC, 2005
W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ? 39
IMPACT OF WORK-LIFE BALANCE POLICIES AND PRACTICE
6.2.4 Lack of Good communication and trust between employees and managers is key to
effective the success of any strategy. 31 Just as managers might not have the right skill
communication set or attitude, employees might also be unrealistic about what is achievable.
about policies Both need to work together to assess what is feasible. Lack of effective
communication around policies can also result in a lack of awareness of
policies or a belief that they are only applicable to certain types of
employees.
29 Holt H and Grainger H, Results of the Second Flexible Working Employee Survey, DTI Employment Relations Research Series No
39, DTI, 2005
30 EOC, Ibid
31 EOC, Ibid
40 W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ?
7 The way forward
So, given these barriers and the extent of the frustrations with employers, it
becomes apparent that there is still some way to go in reaching a position
where the needs of employers, employees and service users are reconciled to
the advantage, or at least satisfaction, of all parties. In this section, we explore
views on what employees believe employers can do to help move towards a
more balanced position, and the role that UNISON could or should adopt in
assisting this process.
7.1 What more Branch secretaries were asked what else they felt employers could reasonably
could employers provide to support employees in achieving a better work-life balance (see
do? Table 15). The most frequently chosen – by two-thirds of respondents (68%) –
was a greater flexibility in working arrangements and a recognition perhaps
that there is no such thing as one-size-fits-all for work-life balance. Many also
felt that extending options to those without children was also important, in
line with the view that work-life balance is relevant to everybody, not just
those with childcare responsibilities. Just 4 per cent said that their employers
were already doing all that they could, commensurate with the finding that
most branch secretaries felt that their employers were not committed to
helping employees get the balance right.
W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ? 41
THE WAY FORWARD
Table 16: Members on the extent to which certain initiatives would help
them better balance their lives
Ranking
Once again, the desire for better communication ranks highly, along with
the desire for a dialogue on work-life balance and for views being taken on
board. In fact, members were more concerned with the processes associated
with implementation than with extending the range of flexible working
options available. Interestingly, members did not feel that managers
modelling appropriate behaviours, such as leaving on time, would help
people with their own work-life balance, despite this being a key enabler
found in other studies. This is perhaps a reflection of the cynicism with which
members view management, but should be treated with caution as it may be
a case of ‘not seen it yet and not sure it would happen’. If senior managers
did work flexibly, then it would communicate effectively that these policies
are available, demonstrate commitment and could start people thinking
about designing jobs that respond to employer and employee needs.
7.2 What can Members and branch secretaries felt strongly that work-life balance is an
UNISON do? issue for UNISON and an area that needs more support. There was also
recognition that communication between employers and employees is an
issue, with seven out of ten branch secretaries agreeing that UNISON should
raise awareness among members (see Table 17).
42 W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ?
THE WAY FORWARD
The role of UNISON was also discussed in the focus groups. Members
primarily saw a collective role for UNISON rather than one working with
individual members – for example in supporting requests for flexible working
– particularly around:
• making the case to an employer about the benefits of introducing work-life
balance policies
• consulting with the employer about the issues and problems that
individuals face in trying to achieve a work-life balance
• providing examples of work-life balance practices that other organisations
have introduced.
W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ? 43
8 What are the remaining challenges?
The findings from this study paint a rich picture of the experiences of
UNISON members as they strive to juggle their responsibilities at home and
work. Different experiences were reported by men and women in line with
findings from other reports (eg the British Social Attitudes survey), with
women bearing the brunt of caring responsibilities, making more use of
work-life balance arrangements where available and being on the whole
more positive about their working experience.
The findings show that many members feel they have an appropriate work-
life balance:
• There is strong support for the concept of work-life balance and an
understanding of its potential benefits for employers among members
and branch secretaries
• Three-quarters of employers have implemented work-life balance initiatives,
with there being a wider availability of options in UNISON workplaces than
in general
• Seven out of ten members are satisfied with their jobs and three-quarters
are happy with their working arrangements.
So, what are the challenges that the findings suggest for employers,
employees and UNISON in moving the work-life balance debate forward?
This section considers this question and suggests recommendations to
address the challenges.
44 W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ?
WHAT ARE THE REMAINING CHALLENGES?
Based on our analysis, we would argue that there are five key challenges to
realising the benefits of work-life balance. These challenges are not mutually
exclusive. Each one is interlinked and raises issues pertinent to UNISON, its
members and their employers, considering the roles and responsibilities of
each party. However, the uniting context in which all these challenges need
to be understood is organisational culture, which as other research in this
area has shown can act as a major barrier to work-life balance initiatives
succeeding and the benefits of such initiatives being realised. This is an issue
not just for individual organisations, but also for sectors (where there can be
endemic cultures of inflexibility and/or long-hours working) and for the UK
as a whole.
8.1 Challenge Our survey findings suggest that poor communication results in members
one: Employers having lower levels of awareness of the options available. This can lead to
do not members doubting the integrity of senior management as they feel that
adequately and communication is opaque. The factors contributing to this challenge include:
transparently • organisational culture
communicate • apathy about changing the status quo
about work-life • reluctance and fear around how to manage a flood of requests if work-life
balance balance initiatives were better communicated (risk management).
W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ? 45
WHAT ARE THE REMAINING CHALLENGES?
8.2 Challenge There is a mismatch between what employers offer and what members want.
two: Employers The key factors contributing to this are:
are pursuing • employers take the easy route with a one-size-fits-all approach
inappropriate • organisational size tends to restrict imagination and result in limited
work-life balance thinking
arrangements • the options offered, such as part-time working, are those commonly cited
in available work-life balance information and thus may be inappropriate
solutions – all too often organisations don’t ask the workforce what they
would like
• poor implementation of work-life balance initiatives with employers paying
lip service to change and not engaging in dialogue and consultation with
employees.
8.3 Challenge Particular demand for the opportunity to work flexible hours and to have
three: There are time off to care for people other than children was found among members.
high levels of Contributing factors include:
unmet demand • employer concerns over their ability to manage large numbers of non-
for some work- standard working patterns
life balance • a lack of recognition of the wants and needs of employees who do not
options that go have responsibilities for young children
beyond the • no legislation that these employees can rely on to coerce employers.
current ‘family
friendly’ Implications for action include:
approach • Employers: need to recognise the potential for damaged employee
relations and reduced levels of discretionary effort if work-life balance
46 W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ?
WHAT ARE THE REMAINING CHALLENGES?
does not go beyond the family friendly. They need to think about the needs
of their whole workforce and consider how they can reconcile unmet
demand for work-life balance options with the priorities of the organisation
and its service users
• UNISON: members without children do not have access to the work-life
balance arrangements that would suit their needs – parents have in the
past been well represented on this issue, but there is a need now to extend
this to people without children. UNISON needs to lead the way in
broadening work-life balance beyond a debate for parents
• Members: need to avoid falling into the trap of resenting colleagues who
may have better access to work-life balance options and focus on using
their voice via UNISON and having a constructive dialogue with managers.
8.4 Challenge Managerial behaviour and attitudes are both influenced by and are influences
four: Managers on organisational culture. While research has shown that management role-
act as barriers to modelling of good work-life balance behaviours is an enabler in helping staff
members manage home and work, the more fundamental requirement is the shift in
achieving attitude from managing work to managing people. Research has also shown
appropriate that line managers are a major influence on employee satisfaction.
work-life balance Contributing factors include:
• work organisation and job design are high enough on the list when it
comes to ensuring work-life balance policies work, but not when it comes
to organisations providing support to managers
• many line managers lack sufficient decision-making power to grant
authority and enable changes to working arrangements
• the hierarchy and processes inherent in most large organisations mean that
there are no incentives for managers to act differently or to think creatively
about changing working arrangements
• people are still managed on inputs, not outputs, because they are easier to
monitor, leading to the persistence of presenteeism
• lack of consistent responses to requests for work-life balance arrangements
from employees.
W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ? 47
WHAT ARE THE REMAINING CHALLENGES?
8.5 Challenge Although members reported home life was ultimately a higher priority than
five: Pressure on work, on a day-to-day level it is home life that suffers as people struggle to
resources hinders fulfil work demands, particularly workload. Contributing factors include:
people from • the intensification of work
getting a work- • higher expectations from the public about the quality and range of public
life balance services
• structural change and headcount reduction in response to decreasing
budgets
• high usage of temporary contracts
• employer expectations about the usefulness of ICT.
8.6 Conclusions Much progress on work-life balance has been made over the last ten years,
of which UNISON and its members have been a part. Increasingly, some of
the myths are being challenged. This project has provided UNISON with an
update on how this progress has translated into practice and has raised many
questions about what actually happens on the ground. There is still much to
48 W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ?
WHAT ARE THE REMAINING CHALLENGES?
be done in broadening the work-life balance debate from being one about
accommodating individual arrangements to reforming the organisation.
Implicit in this is a reconfiguration of the relationship between employer
and employee and thereby the roles and responsibilities that each party has
in the delivery of the organisation’s objectives.
All of the challenges above explicitly or implicitly indicate that UNISON has
an important part to play in the work-life balance debate. We would argue
based on the survey findings that UNISON has a clear role to play in:
• Changing the terms of the debate: moving work-life balance from
being regarded primarily as a gender or parenting issue; talking about
the challenges and how they may be overcome, as well as the potential
benefits; developing specialist work-life balance expertise in UNISON to
contribute to implementing change
• Focusing on the collective elements of work-life balance policies to
support a move away from tinkering around the edges by looking at
individual needs towards a more holistic view of developing and
implementing new ways of working.
By taking these leads, UNISON has the opportunity to revitalise this debate
and lead the way in pushing for reality to match the rhetoric.
W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ? 49
Bibliography
Emmot M, ‘Am I Bothered?’, Impact, Issue 17, London, CIPD, October 2006
Holt H and Grainger H, Results of the Second Flexible Working Employee Survey,
DTI Employment Relations Research Series No 39, DTI, 2005
Jones A and Williams L, Why ICT?: The role of ICT in public services, London,
The Work Foundation, 2005
Marmot M, Status Syndrome: How our position on the social gradient affects
longevity and health, London, Bloomsbury, 2004
50 W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ?
BIBLIOGRAPHY
Rajan A et al, Harnessing Workforce Diversity to Raise the Bottom Line, CREATE,
2003
Smithson et al, ‘Flexible Working and the Gender Pay Gap in the Accountancy
Profession’, Work, Employment & Society, Vol 18 No 1, pp115-135, 2004
Stevens et al, The Second Work-Life Balance Survey: Results from the employees’
survey, Employment Relations Research Series No 27, Department of Trade
and Industry, 2004
TUC, A Perfect Union?: What workers want from unions, London, 2003
Wise S, Work-Life Balance and Careers in the NHS – Nursing and Midwifery,
Edinburgh, Employment Research Institute, Napier University, 2004
W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ? 51
Appendix A
Methodology and survey sample
52 W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ?
APPENDIX A: METHODOLOGY AND SURVEY SAMPLE
Gender Male 28
Female 72
Age 16-19 0.2
20-29 8.1
30-39 18.6
40-49 33.8
50-65 38.7
65+ 0.6
Ethnicity White British 92.4
White Irish 1.8
All other ethnic backgrounds 5.8
Marital status Married 69
Living with partner 8
Single 15
Divorced/separated 7
Widowed 1
Caring responsibilities Yes 53
No 47
Children under 6 14
Children aged 6-16 32
Elderly relatives 14
Other relatives 6
Anyone else 2
N=1,000
W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ? 53
APPENDIX A: METHODOLOGY AND SURVEY SAMPLE
Further details about the survey sample are provided in the tables below.
Region (%)
South West 10
South East 5
London 5
East of England 5
Wales 8
West Midlands 9
East Midlands 8
Yorkshire & Humberside 10
North West 17
North East 7
Scotland 14
Northern Ireland 2
Occupation (%)
54 W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ?
APPENDIX A: METHODOLOGY AND SURVEY SAMPLE
Sector (%)
Health 42
Education 32
Local government 5
Utilities 3
Housing 5
Voluntary sector 4
Other 9
W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ? 55
APPENDIX A: METHODOLOGY AND SURVEY SAMPLE
Gender Male 48
Female 52
Age 16-19 0.0
20-29 2.7
30-39 21.4
40-49 31.3
50-65 43.8
65+ 0.9
Role at UNISON Branch steward 31
Branch secretary 42
Other 27
Region (%)
South West 9
South East 15
London 10
East of England 7
Wales 4
West Midlands 8
East Midlands 4
Yorkshire & Humberside 6
North West 13
North East 15
Scotland 9
Northern Ireland 0
56 W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ?
APPENDIX A: METHODOLOGY AND SURVEY SAMPLE
Sector (%)
Health 11
Education 21
Local government 59
Utilities 6
Other 3
W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ? 57
Appendix B
Glossary of work-life balance terms
58 W O R K - L I F E B A L A N C E : R H E TO R I C V E R S U S R E A L I T Y ?
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