In its 1984 judgement in the Hofmann
case, the European Court of Justice stated that the Directive 76/207 on the
equal treatment of men and women in the workplace allows member states to grant
to mothers a period of maternity leave, after the statutory protective period
has expired, but it does not require that they grant such leave to fathers,
since the directive does not concern the organisation of the family, or the
alteration of the division of responsibility between parents.[1] In effect,
the Directive states that the protection of women as regards both pregnancy and
maternity is a permitted exception to the principle of equal treatment in the
workplace.
At end of July 2000 the Council
approved a Resolution on the balanced
participation of women and men in family and working life that
encourages member states to grant, in addition to maternity and parental leave,
an individual right to paternity leave, that is the right of male workers to reconcile family and working life without
discrimination on the ground of sex.
These two examples give an idea of
the extent of the changes that have occurred in the EU policies towards the
family in the recent years.
Below I argue that the changes at EU
level in attitudes towards the family are the result of two interconnected
processes. They are both a consequence and a component of the new approach to
social policy which is bringing about a new “European social model” that is
replacing post-war welfare regimes and the related gender and family
relationships. This approach is linked to the “new supply -side policies” which
are substituting the redistribution of market outcomes with the redistribution
of opportunities and the capacity of individuals for successful market
participation. But they are also a result of the parallel process of the
increasing Europeanization of employment and social policies - a process of
coordination of national systems rather than harmonisation - which has been accomplished in the 1990s to a larger
extent than had been expected a few years ago.
To elucidate these processes I will
first discuss the history of EU gender
policies since they have played a strategic role in the restructuring of labour
market and welfare provisions and in the emerging of a new "European
social model".
The history of EU gender policies
Like all EC social legislation, the
binding legislation on the equality of women has been confined to provisions
concerning the workplace. Beginning with equal pay (article 119 of the Treaty
of Rome), EC legislation has gone on to address equal treatment and equal
opportunity, including parental leave and the measures to combat sexual
harassment in the workplace. Despite this extension, which has been driven by
the jurisprudence of the EJC and the political action of the European
Commission and the European Parliament, EC binding legislation has only
achieved a certain degree of formal equality of women workers.
The three Directives of the 1970s,
which constitute the core of the EC’s legislation on this matter, prohibit
discrimination on grounds of sex in workers’ pay, treatment and social
security.[2]
The two weak Directives of the 1980s extend the prohibition to private occupational
pension schemes and establish the legal occupational status of self-employed
women.[3]
The 1976 Directive on equal treatment also legalises positive action to redress
female disadvantage in the labour market and to promote equal opportunity for
men and women. However, the Directive does
not oblige member states to promote positive action, does not indicate any
definite model of positive action nor any specific system of incentives. The
ECJ has always interpreted in a restrictive manner the derogations to the
principle of non-discrimination on grounds of sex, including positive action
measures. These must be of a specific rather than a general nature applying to
areas where inequalities are shown to exist. Up to the Amsterdam Treaty (1997),
positive action aimed at redressing the imbalance of women's opportunities in
the labour market, rather than at redistributing results (jobs or careers), as
occurred with American affirmative action that set quotas and discriminated in
favour of women at the point of selection in order to meet such quotas (CEC 1990). The European notion of positive action
has been aimed at making market competition ‘increasingly fair’ and bringing
women ‘up to’ the ‘starting gate’ of the ‘race’. That is to say that it has
been grounded in liberalism. It is only the Amsterdam Treaty that legalises
quotas at the point of selection in favour of the underrepresented sex - not of
women. This provision is likely to encourage male employment in job sectors
predominantly occupied by women and to open up higher-level jobs and careers to
some highly qualified women.
The
implementation of Directives at the national level has been a piecemeal
process. Enacting legislation, which varies considerably between states, has
often reproduced or multiplied the omissions and the limits of the directives.[4]
For instance, national legislation delayed the prohibition of indirect
discrimination for long time or failed to define it adequately. Therefore
enacting legislation following from the Directives has only had a minor impact
on indirect discrimination. In fact, indirect discrimination, besides
encountering resistance and opposition from national legislators and courts, is
very difficult to prove in judicial systems based on individual guarantees,
like the European systems, since it implies a balance between the right of the
employer to pursue legitimate goals and the fundamental right of the worker to
non discrimination.
As
regards positive action, it has encountered little support at the national
level. Governments have usually opted for a voluntary model based on the mutual
consent of the social partners, leaving to the administration or to the
negotiations between the social partners the responsibility of promoting and
implementing it. There are only few exceptions to the voluntary model of
positive action programmes and these mostly refer to the promotion of positive
action in the public sector.
As a whole, these
Directives have acted principally as catalysts on the legislation of Member
States to advance the formal equality of women workers and to provide better
individual guarantees against direct sex discrimination. Like article 119, they were mainly aimed at establishing common
rules for employers, so as to avoid the use of female workers for unfair competition
within the common market.
As is well known, in the 1980s the
Council of Ministers and the European Commission battled over social policies.
On the one hand, the governments of Member States resisted any further social
regulation or broadening of EC competence in matters of social legislation. On
the other hand, EU Commission's President Delors was a strong upholder of a
European social model that would increase economic competitiveness and
employment through a flexible and mobile workforce, while providing a basic
Community standard of workers’ rights against unfair competition in the
internal market. The subsidiarity principle, later incorporated in the
Maastricht Treaty, allowed European institutions to overcome this stalemate. A
new approach to social regulation that fitted the subsidiarity principle had
emerged. It is characterised by an increasing number of non-binding soft laws,
and a reduction in the number of European Directives which allow for member
states’ wide discretion in their implementation. It is not by chance that the
Directives of the 1990s are often formulated in such a way that no changes are
necessary in extant national legislation. As a matter of fact, in the entire
Delors era, the Council adopted only three weak directives on the equality of
women, the two Directives already mentioned and the Directive on the protection
of the safety and health of pregnant workers.[5]
The latter embodies the new approach to
social legislation guaranteeing minimum social protection with which only less
protective national laws must align themselves. With respect to the
duration of compulsory leave, it constituted
an improvement only for Portuguese and British women. A de facto tendency
towards harmonisation in a downwards direction of national protective standards
has emerged.
In the 1980s and the first half of
the 1990s, the Commission has attempted to circumvent the Council’s resistance
to any further social regulation and to pave the way for Delors’ social model,
by developing extensive policies to promote equality between women and men.
Thus, it adopted three Action Programmes on equal opportunities, and managed to
make the Council issue a series of legally non-binding Recommendations and
Resolutions (from the 1984 Recommendation on positive action to the I996
Recommendation on the balanced participation of women and men in the
decision-making process).[6]
As a corollary to these policies,
which governments were free to implement or not, the Commission mobilised the
political participation and pressure of women’s organisations throughout
Europe, developed transnational networks of feminist experts, and funded the
European Women’s Lobby. In this way it has influenced the national agenda of
women politicians in the member states. Like other social groups and political
subjects dissatisfied with domestic policies, women have been ready to seize
this opportunity and to develop their lobbying.
The Commission’s Action Programmes
on equal opportunities have recommended that Member States develop fairly comprehensive
measures (training, flexible schedules, work organization and work life cycle,
part-time work, career breaks, sharing of family responsibilities, childcare,
promotion of women’s small enterprises, and so forth) covering a wide range of
aspects that negatively affect women in the labour market. [7]
In addition, the Commission has co-financed small-scale pilot programmes of
positive action that have primarily focused on vocational training, especially
in non-traditional jobs and in new technology sectors. Notwithstanding the enormous differences between Member States, some of
which had activated equal opportunities policies prior to Community
intervention, as a whole equal opportunity programmes at the national level
have been scarce, fragmentary, and limited in duration. With few exceptions,
the governments have given limited support to these policies and lacked an
overall strategy for implementation.[8]
It was only around the mid-1990s that the cofinanced programmes on equal
opportunities gained new potential, thanks to the new emphasis on the
integration of women’s concerns into all global policymaking. In fact, the
mainstreaming strategy finally made the Structural Funds more accessible to
projects for women and helped to institutionalize the gender dimension in the
regional and national implementation of Structural Funds programmes. Two NOW
initiatives (New Opportunity for Women 1990 - 1999) funded approximately 2000
projects. Most of the projects focused on professional training for women
unemployed or re-entering in the labour market (Lefebvre 1997). Indeed this is the only area where
cofinanced programmes on equal opportunities have affected large numbers of
women.
On the whole, the cofinanced
programmes have served to foster the institutionalisation of equal opportunity
policies at the national and regional level through Community funding,
especially in Mediterranean countries where they were started thanks to
European funding. The programmes provided member governments, regional and
local administration, trade unions, and various institutional agencies with
financial incentives and models. They helped to sensitise governments,
employers, and trade unions to the benefits of flexible schedules and work
organisation that reconcile paid work with family responsibilities. The
European Commission’s Action Programmes on Equal Opportunities—especially the
second and the third (1986–1995)—have pursued a modernising project, which
supported the entry and re-entry of women into the labour market by improving
their level of qualification and training. The goal was to use them as a key
resource to create a flexible workforce and promote a more flexible management
of professional and family responsibilities. The European Commission’s equal
opportunity policies have, in fact, recommended to Member governments Delors’
project of labor market reform, which, as clearly stated in its White Paper on Growth, Competitiveness, Employment, was
aimed at the general reduction of labour costs (direct and indirect) and
stressed the role of women (and young people) as a resource for increasing the
competitiveness of the European economy (CEC 1993).
In 1994 the Essen European Council
agreed on the employment policies put forward in Delors’ White Paper in order
to cope with massive unemployment, and particularly with female unemployment,
which was and still is higher and longer-lasting than that of men (in the EU in
1998 an average of 11.7% of women, in comparison to 8.6% of men, are
unemployed). In this Summit, the Council
stated that “the fight against unemployment and the equality of opportunities
for men and women will continue in the future to remain the paramount tasks of
the EU and its member states.” For the first time, the Council, i.e.
member governments, agreed on the priority of equal opportunity measures in
employment policies. Following up Essen
decisions, the new title on employment included in the Treaty of Amsterdam and
the special ‘job summit’ in Luxembourg (1997) marked a fundamental change in
the elaboration of a the member states’ coordinated strategy and the beginning
of the Europeanization of employment policies (Cameron 2000). The
“Luxembourg process,” as it came to be called, set the guidelines that were to
be incorporated into National Action Plans and transposed into national
implementation measures and objectives. It set the following guidelines: --
promoting the employability of unemployed and inactive people through the
development of a skilled and adaptable workforce; increasing vocational training for young people; modernising work
organisation and forms of work, including flexible working arrangements and
flexible types of contract; developing
entrepreneurship; strengthening equal opportunities policies for women
and men. The 1999 European Employment Pact
(Koln European Council) has further strengthened this coordinated strategy and
expanded EU supranational authority in this domain.
Since the Essen Summit up to the Employment Guidelines for 2000 equal
opportunity policies became the fourth pillar that has to be mainstreamed into
the other three, i.e. the promotion of the employability, entrepreneurship, and
adaptability of workforce. Since then the measures to promote equal
opportunities/equal employability of women have gained a central place in the
employment policies of all member governments, and women and young people have
become the targets of policies to promote flexible working arrangements,
working hours, and contracts. Within the target
of a 70 percent overall employment rate that has been set for 2010 (currently it is 61 per cent), a target of more
than 60 per cent has been set for women’s employment, currently 51 per cent on
average across the EU.
By providing member governments and
various national agencies with guidelines and incentives, the Commission’s
Programmes on equal opportunities fostered and anticipated current national
employment policies.
The European Commission, however,
has made many unsuccessful attempts to promote Community regulation of
part-time and temporary work and a more flexible division of family
responsibilities between parents. Its draft Directives on the right to parental
leave and the protection of workers with part-time and temporary contracts have
been stuck in the Council’s decision-making process since the first half of the
1980s. The EU legislative void in respect of atypical forms of work de facto
fostered the deregulation of these types of jobs under the pressure of internal
market competition. In the 1980s and in the first half of the 1990s, member
governments have de facto used the European arena to deregulate the labor
market. It was only in the second half of the 1990s that the first Framework
Agreements were reached between the social partners and transformed into the
Directives on parental leave and on the protection of part-time and fixed-term
workers. The approval of these Directives and the emergence of an EU social
dimension are primarily due to the institutional changes brought by the
Maastricht Treaty, notably the Council’s majority voting and the ‘social dialogue’ which are the pillars of
the Maastricht Social Agreement. They are primarily due to the emergence of
what has been called ‘a European corporatist polity’ (Falkner 1998) based on cooperation of public and private players --
employers’ and workers’ associations-- which had
been fought for by Jacques Delors. As a matter of fact the cooperation
with the social partners is assigned a crucial role in the EU social regulation
as well as in EU employment policies and in the modernisation of work
organisation and flexible work arrangements (see the European Employment Pact).
The Framework Agreement on parental
leave which I will examine in detail below was the first collective agreement
reached at the EU level by
employers’ and workers’ associations. Opening up this route, it signified the
breaking of a taboo (Falkner 1998). The second Framework Agreement /Directive
(1997) prohibits discrimination against part-time workers but excludes other
types of atypical work from its scope.[9]
Member states and national social partners,
when ‘justified by objective reasons’,
may exclude from the terms of the agreements specific part-time workers
(according to a period of service, time worked or earning qualification) and
part-timers who work on casual basis. Furthermore, the prohibition of
discrimination does not include matters related to social security benefits. As
a whole the agreement is substantially weaker than the various drafts proposed
by the Commission. Some women trade unionists in fact complained about it (CES 1997).
The women of the ETUC committee were concerned about the legal logic adopted to
combat discrimination that is based on the number of hours worked. They claim
that the framework agreement is not based on the principle of equal treatment
between genders, as established in Article 119 of the Treaty of Rome and in the
Directive on Equal Treatment. Whereas the Directive on equal treatment, from
which much ECJ case law on part-time work has developed, prohibits
discrimination on grounds of sex in social security schemes, the framework
agreement on part-time work does not include social security matters, which is
the very area in which national law permits most discrimination. Because ECJ
case law was disregarded in the part-time framework agreement, some ETUC women
have suggested that it is invalid. The Agreement/Directive on fixed-term work
(1999), which must be implemented at the national level by 2001, extends the
principle of non-discrimination to this type of work.[10]
It establishes that, in respect of employment conditions, fixed-term workers
shall not be treated in a less favourable manner than comparable permanent
workers, unless different treatment is justified on objective grounds. Here too
statutory social security schemes are excluded and the matter is recognised to
be for decision by Member States. The Directive obliges Member States to
introduce measures to prevent abuse arising from the use of successive
fixed-term employment contracts, but leaves it up to governments to determine
under what conditions these contracts shall be regarded as “successive”, that
is the number of renewals, the objective reasons justifying the renewals, and
the maximum total duration of successive fixed-term employment contracts.
The two Directives on the protection
of part-time and fixed-term workers, obliging Member States to regulate these
matters, may curb some of the more overt forms of discrimination and abuse, but
they by no means constitute a definite challenge to the use of these types of
contracts for avoiding standard work regulations and costs. Moreover other
types of atypical work, such as homework or casual work, are excluded from the
scope of these Directives and remain unregulated at the EU level. Even less do
these Directives obstruct the spread of forms of employer friendly flexibility
through competition in the internal market.
The figures show the results of more
than a decade of increased and deregulated flexibility of labour markets.
Part-time and casual work, and precarious based on temporary or fixed-term
contracts account for the bulk of new jobs created in the 1990s. Although there
are strong country differences, these types of jobs are so widespread that they
are becoming normal rather than atypical practices. The growth in flexible,
precarious and deregulated work and in women’s employability went hand in hand.
Indeed, gendered models of work flexibility have spread throughout European
countries, with men providing a mobile work-force available for irregular
additional hours of work and women providing part-time work (Bettio et
al.2000). In 1999 more than half of fixed-term workers in the
European Union were women. In 1998, 17.4 percent of workers were part-timers of
whom 83 percent were women. Even though there are also highly qualified and
well paid women working part time, the large majority of women part-timers
represent a source of cheap labour and are losing out relative to full-time
workers (Gregory, Sales, and Hegewisch 1999). There is evidence that women do
not prefer short part-time work, as there is evidence that overtime for
part-timers tends to be widespread (Maruani 1997; Bettio et al. 2000).
This suggests that hours of work are not determined by either individual choice
or family commitments but by employers' needs. Furthermore there is no
correlation found between high employment for mothers and high participation of
mothers in part-time work (Smith et al. 1998).
Even though more men than women are self-employed, the number of self-employed
women increased enormously in the 1990s. Unemployed women represent the main
source of this increase (Semenza 2000). Moreover, to draw a clear dividing line
between independent and dependent employment became increasingly difficult,
because of the growing number of new and mixed contractual forms of employment
which are often highly precarious. These heterogeneous types of non-standard
work are either completely deregulated or inadequately regulated by national
laws, which permit various kinds of discrimination, such as lower pay, fewer
statutory rights, lower or no social security contributions (Meulders and
Plasman 1997; Bettio et al. 2000). Inevitably the women with the least bargaining
power and the lowest skills and status are the most harmed by this situation.
Part-time, temporary and casual work, which are the modern versions of
traditional female underemployment, reinforce the economic dependence of these
women workers. For them even formal equality is undermined. The multiplying of
flexible and deregulated contractual forms runs counter to the implementation
of equality laws and of pay equity in particular. Even though the principles of
pay equity and equal treatment of women workers have been strengthened through
their inclusion in the Amsterdam Treaty, their implementation is de facto
undermined.
On the whole, European equal
opportunity policies have contributed to creating new - but unequal -
employment opportunities for women, especially in Southern countries, which had
low female labour-force participation. On the one hand, the growth in flexible
female employment contributed to creating new sex/gender inequalities in terms
of occupational segregation, wage differentials, and social benefits. On the
other, the Directives of the 1970s and the 1980s, the new article 141 of the
Amsterdam Treaty, as well as the Directives on part-time and fixed-term work,
still provide women workers with some legal means of resistance against the
deregulation of the labour markets, even though these means are fundamentally
weakened (or weak). Finally European equal opportunity policies have
contributed to opening up new career opportunities and access to higher-paid
and higher-grade work for highly qualified women.
EU measures for “reconciliation of work and family life”
Since the mid-1980s the Commission
had insisted on the promotion of measures to “reconcile work and family life”.
Its proposals in the Action Programmes on equal opportunities contributed to
mobilising women’s pressures at EU and national levels and setting models for
member governments’ future initiatives on this issue. However, up to the first
half of the 1990s, the Commission was only able to make the Council issue the
1992 non-binding Recommendation on childcare.[11]
The Recommendation called on the
governments to set up childcare services
and parental and maternity leave for the employed, those seeking a job, and
those in training in order to obtain employment. Following these lines, the
Council’s initiatives regarding
family issues increased in the second half of the 1990s along with the
Europeanization of employment policy. However, to date the Agreement/Directive
on parental leave remains the only binding act in this area. The framework
agreement on parental leave was signed in December 1995 by employer
representatives (UNICE-Union of Industrial and Employers’ Confederations of
Europe and CEEP-European Centre for Enterprise with Public Participation) and
by the European Trade Union Confederation (ETUC). It became European law with the Directive of the Council of
Ministers in the following year, after more than ten years of discussion and
vetoes by Great Britain. [12] The
Agreement/Directive grants a right to parental leave that ‘in principle’ should
be ensured to individual parents on a non-transferable basis. It sets three
months as a minimum. The Directive sets out only a few minimum requirements and
leaves to member states and national social partners the establishment of the
conditions for access and the modes of application of this right. Member states
can decide:- whether parental leave is granted on a full time or part-time
basis, in a fragmented way or in the form of a time-credit system;- make the
entitlement to parental leave subject to a period of work qualification and/or
length of service qualification which shall not exceed one year; -adjust the
conditions for access and the modes of the application of parental leave to
special circumstances;- establish notice period to be given by the worker to
the employer;- define the circumstances in which the employer is allowed to
postpone the granting of parental leave for justifiable reasons related to the
operation of the undertaking;- authorise special arrangements to meet the operational and organisational
requirements of small undertakings;-
take necessary measures to protect workers against dismissal on the
ground of a claim for parental leave;- define the status of the employment
relationship during the period of leave. When it comes to the Directive’s
provisions on time off from work on grounds of ‘force majeure’ for urgent
family reasons in cases of sickness or accident of family members, it is left
to member states and/or social partners at the national and local levels to
grant entitlement to workers in accordance with national legislation,
collective agreements and/or practice. The same is true for the issue of
non-transferability. Since the right to
parental leave is non-transferable only ‘in principle’, the Directive
leaves it up to governments to decide whether and to what degree parental leave
will be transferable from one parent to the other. Even more negative is the
lack of a specific reference to any sort of minimum income during parental
leave. That no reference to a minimum allowance or income was agreed is a
victory for UNICE and CEEP, but a major source of regret for the ETUC (Lapeyre
1996 124). The same is true for the issue of time off in order to care for
elderly people which is not mentioned in the Agreement but was an important
issue for the unions. The employers also seem very satisfied with the
framework’s flexibility and with the possibility that allows them to postpone
parental leave if necessary.
The granting of the entitlement to
parental leave is an innovation only in Ireland and Luxembourg, where no such
statutory right existed, and in Belgium where the employer’s consent was
needed. The flexibility of parental leave would represent an innovation for
various countries which had allowed the leave to be taken when the child is
very young (e.g. Norway, Spain, Austria, France, Germany) or immediately after
maternity leave (Finland, Greece, Italy, Portugal) (Europe 1995). However, this
flexibility is only potentially allowed in the Directive since it is to be
defined at the national level.
Concerning leave for ‘force majeure’
reasons, the Directive improves the status quo only in UK and in Ireland where
such statutory right did not exist. De facto, however, even in Ireland
enterprises already used to grant time off for such reasons. Furthermore the
minimum amount of time which the Directive sets for parental leave represents the
lowest amount granted in any of the
countries with a statutory right to parental leave, i.e. in Greece. Finally the
Directive does not challenge the laws already in existence in most Member
States since it lacks any reference to payments to those who take the leave. In
fact, the popularity of parental leave, particularly for fathers, depends on
whether it is paid or not. It is in fact in Sweden that a significant amount of
men take up their right to parental leave, since pay during this leave is an earnings-related
benefit and at least one month of leave must be taken by either parent.
The standard set in the Directive is
lower than suggested by the Commission in its 1983 draft which granted an
individual right to parental leave and also paid family leave. There has been
speculation that UNICE had in fact calculated that this agreement was more
flexible than pending EU regulation and that the ETUC accepted something
particularly weak on wage compensation during leave (Ebbinghaus and Visser
1997). Here too, as in the case of the Agreements/Directives on the protection
of part-time and fixed term workers, the principle of ‘subsidiarity’ dictates
that only a few minimum conditions are set out at the EU level, whereas the
member states decide on the specific details of implementation.
The
importance of the Parental Leave Agreement/Directive is therefore in its
existence rather than in its contents. The Directive had in fact an enormous
symbolic value since it proved that the post-Maastricht social policy procedures
are workable (Rossilli 1997; Falkner 1998). Its symbolic importance as the
first collective agreement at the EU level that opened up the collective
agreement route for EC social policy compensated for the fact that the agreed
minimum standards were low.
The
acceleration and monitoring of the implementation of the Directive as well as a
range of other family measures aimed at promoting the balance between work and
family life for men and women have been part and parcel of the equal
opportunity pillar in the European Employment Guidelines of the last three
years. In addition to the promotion of a “family -friendly working world”
through flexible working arrangements and schedules and different types of
leave, the guidelines of 1998, 1999, and 2000 recommend that the Member States
must strive to raise levels of access to care services, and promote affordable,
accessible and high quality care services for children and other dependants.
However, the Commission’s Report on the 1999 National Action Plans on employment
policies, while recognising that some efforts have been made or planned by
those countries with large gaps in childcare provision, stresses that “few
members stated mentioned care facilities for the elderly and concrete
initiatives on care for all other dependants are lacking in all of the National
Plans” (CEC. 2000b). As regards the implementation of the Directive on parental
leave, the Commission reported that it has been incorrect in many cases so that
proceedings against nine Member States have been initiated (for example,
against Ireland for the limitation of the right to parental leave to workers
who had a child after 1996)(CEC 1999).
Against
this background there is little hope that the non-binding Resolution on the balanced participation of women and men in
family and working life approved by the Council at end of July 2000 will
have an effective impact.[13]
The Council is taking up this issue for
the first time and is doing this not
only from the point of view of removing the obstacles to women‘s equality in
the labour market, but also removing the disadvantage faced by men with regard to
participating in family life and of the right of male workers to reconcile
family and working life without discrimination on the ground of sex. The Resolution affirms that, bearing in mind that
the beginning of the twenty-first century is a symbolic moment to give shape to
a new social contract on gender in which de facto equality of men and women in
the public and private domains will be accepted, the balanced participation of men and women in family and working
life constitutes a precondition for this equality. Member states are encouraged
to grant working men an individual and untransferable right to paternity leave
to be taken at the same time as the mother takes maternity leave while
maintaining their rights relating to employment. They are also encouraged to
compile and publish regularly a report containing data on the participation of
women and men in the labour market, as well as on the use by women and men of
maternity, paternity and parental leave. The Resolution also calls on employers, workers, and the social
partners at national and European level “to step up their efforts to ensure
balanced participation of men and women in family and working life, notably
through the organisation of working time”
The Resolution seems aimed at remedying the shortcoming
of the Directive on parental leave regarding the transferability of the right
to leave from one parent to the other by promoting the granting of an unequivocal
individual right to paternity leave. However, here too the lack of any
reference to any minimum income during the leave (paternal, maternal, or
parental) represents a serious limitation to the effective enjoyment of this
right, especially for male workers and for the families of lower income groups.
The resolution serves mainly to sensitize national and subnational actors, and
in particular social partners, to a new political approach aimed at undermining
male workers' cultural resistance to taking up parental leave and overcoming
their resistance to breaking the male pattern of full time work and taking up
“female” types of flexible arrangements of working time. To achieve this goal
it also encourages school programmes and awareness campaigns designed to
develop a culture of gender equality regarding the reconciliation of working
and family life. Therefore the resolution has a mainly symbolic and cultural
importance. From this point of view and in relation to the legal approach, it
represents a pathbreaking innovation at the EU level, since, taking into
consideration the male workers’ right to a family life, it incorporates
feminist views on the interdependence of the public and private spheres in
men’s and women’s lives and incorporates a new notion of gender equality that
is not patterned on the traditional male standard. This new legal approach
aimed at making men more equal to women suggests to member governments and
social partners a political model to be pursued in the future to promote a new male
culture regarding family responsibilities, to encourage new male patterns of
work flexibility, including part-time work, and to facilitate women’s
integration in the labour market.
This
Resolution with its important symbolic and
cultural meaning and, most notably, the Directive on parental leave and
the recommendations of the Employment Guidelines have opened the path toward
the establishment of a minimum EU pattern of intervention in family policies.
While
from a pre-Maastricht viewpoint, binding
legislation on family concerns was not likely to appear on the EU’s agenda
(Ostner and Lewis 1995, 180), the
innovative provisions of the Social Agreement, which was annexed to the Treaty
of Maastricht and later integrated in the Amsterdam Treaty, made it possible to
unblock the issue of parental leave. The new role assigned to the social
partners’ agreements that can be transformed into binding laws has been a lever to break Council
stalemates, while, at the same time, the strong possibility of Council compromise
on the basis of majority voting has worked as a lever to promote collective
agreements at the Euro-level (Falkner 1998). In addition, the Commission
pressed the reluctant employers’ association UNICE, to agree on a minimum
standard of parental leave in order to demonstrate that the social dialogue was
a viable way to promote a European social dimension. Finally, the new title on
employment in the Amsterdam Treaty, as well as the new provision of the Treaty
which includes the promotion of equality between men and women among the
Community tasks, created new possibilities for Community action. It
seems likely that the Council decided to
use these new possibilities in its efforts to increase women’s
employment. The political leaders of member states must have been convinced
that the development of care services and a more flexible division of family
responsibilities were necessary to reach the agreed target of increasing
women’s employment in the EU of more than 9 percentage points in a little more
than a decade, without disrupting family life.
The place of equal opportunities and family policies in the emerging
“European Social Model”
The interconnected
processes of economic globalization and increased international competition
have disrupted the virtuous circle that enabled Keynesian policies to flourish.
The effectiveness of the European legal instruments of ‘negative integration’
which prevents governments from interfering with the free movements of goods,
services, capital, and persons and the restraints imposed by the “Stability and Growth Pact” on national
governments’ public budget and
capacity of redistributive social policies have accelerated the deterioration
of national welfare systems (Scharpf 1996, 1999; Mortillaro 1998). All Member States have struggled hard to match
the Maastricht convergence criteria and to implement austerity measures. In
addition, politicians of various colours have readily used Maastricht criteria
to justify the restructuring of national welfare states. Eligibility rules for early
retirement, unemployment benefits, or social assistance have been tightened,
higher education spending restricted, allowances for non-working adults and
widows’ pensions cut down. Social policies, whether in Britain, the
Netherlands, Denmark, or Germany, were criticised for paying off “passive”
non-working adults, females and males, for example, by allowing for extended
opportunities to continue education, or by applying overly generous eligibility
rules for early retirement or inability to work schemes. To put it
briefly, the structural asymmetry between the EC restraints on the economic and
social policies of the Member States and the absence of any prospect for
building centralised redistributive policies at EU level has in fact fostered
the transformation of the European model of social citizenship toward a
wage-centred pattern of welfare provisions at a relatively low level and lower
social security costs. This transformation has weakened women’s social rights
even more seriously than men’s, given their different position in the labour
market. At the same time, the capacity of
member states to alleviate the high levels of unemployment has been limited by
their commitment to qualify for Economic and Monetary Union which dictated a
contractionary fiscal and monetary policy .
Therefore the
direction of policy has shifted markedly since the mid-1990s. Throughout the
EU, social policies have been increasingly designed as active labour market
policies for the non-employed. The arguments put forward have underlined the
right and obligation to self-reliance through paid work and individual
contributions to social security funds, as well as equal opportunities based on
respective capability of men and women to provide for themselves through paid
work. The focus has
shifted from passive to active measures and to concern for the reintegration in
the labour market of unemployed and non active women and young people. Social policies are increasingly abandoning
redistribution and substituting compensation for unemployed in favour of
policies granting job seekers ‘initial endowments’ to improve their starting
conditions in the labour market.
Indeed a new “European Social model”
is emerging. Streeck (1999) describes it as “supply-side egalitarianism”, that
is as a model based on policies of equal marketability aimed at equalising,
through public investment, the ability of individuals to compete in the market,
removing existing barriers toward men’s and
women’s employability, and combating those forms of discrimination that hinder
employability. Social justice is pursued not through the redistribution
of market outcomes but through the redistribution of the capacities for
successful market participation. Employability, which is the key word of the
European Employment Pact, defines the responsibility of public policy in terms
of creation of equal opportunities for commodification. However, as we have
seen, equal opportunities for commodification means in fact unequal
commodification of women.
The growth of women’s flexible employment
has contributed to the undermining of
labour market regulations, male-dominated wage bargaining strongholds
and male career patterns based on the assumption of full time permanent
employment. The male breadwinner family wage, that was a pillar of post-war
European welfare states, has been undermined.
Indeed, at the bottom end of the pay structure of full time employed, the
gender gap has narrowed as a result of levelling down the conditions and wages
of male workers. However, the male breadwinner wage has not been replaced by a
degendered form of family wage ensuring that all individual workers can support
their families, even though they are single parents. Instead it has been
replaced by a dual breadwinner family, or even by a pooling of the wages and
resources provided by the continued participation in the labour market of all
adult family members. This family model may
better respond to labour market insecurity and the income and poverty risks that are connected with the
increased flexible and precarious employment and diminished social security
provisions.
Parallel to these changes there has
been an evolution in the direction of handling some of the responsibilities for
the care of dependants back to families as a consequence of limiting public
social expenditure. Given the growing aged population and the increased family
instability, this tends to weigh even more heavily than in the past on women’s
unpaid care and to obstruct women’s employability.
Thus the new European initiatives on
the promotion of family-friendly policies are aimed at facilitating the
transformation of the family model, bringing about a more flexible division of
family responsibilities, and encouraging the development of household and care
services for children and other dependants. As we have seen, the Employment
Guidelines increasingly recommend that member governments promote - by lowering
taxes -affordable and accessible market home services - whether private or
based on private-public partnership. The poor development of the market for
child -care, care for elderly, and other social services, is examined as one of
the main reasons for the low activity rate in EU countries in comparison with
the US where the rate of activity of the working age population is roughly 15 percentage
points higher than in Europe. This difference is considered as mainly due to
women’s activity and employment in this sector (Scharpf 1999). In turn, the
traditional model of the male breadwinner family, based on the unpaid caring
and homemaking of women, appears as the main factor that has prevented the
expansion of market service sectors. Therefore the new European emphasis on the
development of private affordable household and personal services responds to
the hope that home services will create new jobs and curb unemployment,
particularly female unemployment. Since this sector has low productivity, is
labour intensive, and requires “female” skills, it is a very promising sector
for creating low wage, low standard,
and highly feminised jobs, as has been the case in the US.
In conclusion,
family policies appeared in the EU agenda as a consequence of the "new
supply-side policies". In the EU policies the family is no more a mere
non-market appendage of the working world, but has become a component of employment
policies. Under the headings of employability and flexibility, women friendly
and family friendly policies appear in fact to be serving the needs of the
labour market and increasing
marketisation.
On the whole, EU
legislation on the equality of women and equal opportunities policies as well
as family policies, have not only
been part and parcel of the making of the common market, but have also played a
central role in restructuring labour markets, reforming employment patterns,
increasing marketisation, and bringing about a new European social model which
will substitute for traditional welfare states (Ostner 2000; Rossilli 2000).
They have played and continue to play a
strategic role in the neo-liberalist
and monetarist socio-economic policies which have prevailed in the construction
of the EU even after social-democratic governments became the majority of the
participating governments.
Therefore,
in my opinion, equal
opportunities and family policies can not
be predominantly attributed to feminist action and women's lobbying. This does
not mean that political actors do not matter nor that policy changes in the
European Union automatically result from political and functional spill-overs
of European integration as argued by neofunctionalists (Leibfried and Pierson
2000). This means however that other actors, the European Council, the
Commission, the ECJ, the social partners, have been the primary and most
powerful driving forces. It means that the women's lobbies have been in
a weaker position, able to exert little influence on the most crucial economic
and social questions, and that, in many
cases, they have been too dependent on the Commission‘s political initiatives
and unable to play a critical role (Woodward 1997). This is not to say that feminist action and women's lobbying were unimportant. It is to say rather that they
were not the main protagonists of the EU equal opportunities and family policies, while they have played a crucial role in other
aspects of gender policies, most notably in opening up a symbolic space for
women in EU institutions.
[1] Ulrich Hofmann v Barmer Ersatzkasse Case 184/83, 12 July 1984. European Court Reports 1984 page 3047
[2] Council Directive 75/117/EEC of 10
February 1975 on the approximation of the laws of the Member States relating to
the application of the principle of equal pay for men and women. OJ L 45, 19.2.1975. Council Directive
76/207/EEC of 9 February 1976 on the implementation of the principle of equal
treatment for men and women as regards access to employment, vocational
training and promotion, and working conditions. OJ L 39/40, 14.2.1976. Council Directive 79/7/EEC of 19 December
1978 on the progressive implementation of the principle of equal treatment for
men and women in matter of social security.
OJ L 6/24, 10.1.1979.
[3] Council Directive 86/378/EEC of 24
July 1986 on the implementation of the principle of equal treatment for men and
women in occupational social security schemes.
OJ L 225/40, 12.8.1986. Council Directive 86/613/EEC of 11 December 1986
on the application of the principle of equal treatment between men and women
engaged in an activity including agriculture, in a self-employed capacity, and
on the protection of self-employed women during pregnancy and motherhood. OJ L 359/56, 19.12.1986.
[4] Women of Europe
1986, 1988; Europe Sociale 1/87, 3/87, 1/88, 2/88, 1 /89; von Prondzyski 1987; Mazey 1988; CEC 1994.
[5] Council Directive 92/85/EEC of 19
October 1992 on the introduction of measures to encourage improvements in the
safety and health at work of pregnant workers who have recently given birth or
are breastfeeding. OJ L 348,
28.11.1992.
[6] Council Recommendation 84/635/EEC
of 13 December 1984 on the promotion of positive action for women. OJ L 331/34, 19.12.1984. Council
Recommendation 96/694 of 2 December 1996 on the balanced participation of women
and men in the decision-making process.
OJ L 319/11, 10.12.1996.
[7] CEC. 1981; CEC. 1985; CEC. 1990;
CEC. 1996.
[8].Mazur 1991; Equality Exchange
1991; CEC 1992; Italian Senate 1995.
[9] Council Directive
97/81/EC of 15 December 1997 on the framework agreement on part-time work
concluded by UNICE, CEEP and the ETUC.
OJ L 14/9, 20.1.1998.
[10] Council
Directive 1999/70/EC of 28 June 1999 concerning the framework agreement
on fixed-term work concluded by ETUC, UNICE and CEEP. OJ L 175 , 10/07/1999
[11] Council Recommendation 92/241/EEC of 31 March 1992 on
childcare. OJ L 123/16, 8.5.1992.
[12] Council Directive 96/34/EC of 3 June 1996 on the
framework agreement on parental leave concluded by UNICE, CEEP and the
ETUC. OJ L 145, 19.6.1996.
[13] Resolution
of the Council and of the Ministers for Employment and Social Policy, meeting
within the Council of 29 June 2000 on the balanced participation of women and
men in family and working life (2000/C 218/02) OJ C 218/5 31.7.2000
BIBLIOGRAPHY
Bacchi, Carol Lee.
1996. The Politics of Affirmative Action:
Women, Equality and Category Politics. London: Sage.
Bettio Francesca, Jill Rubery and Mark Smith. 2000. “Gender,
Flexibility, and New Employment Relations in the European Union”. In Gender Policies in the European Union
edited by Mariagrazia Rossilli. New York: Peter Lang.
Cameron David R. 2000. The Europeanization of Employment Policy paper presented at ECSA-C Conference “European Odyssey: The EU in the New Millennium” Quebec City July 30-August 1, 2000.
CEC. 1988a. Positive
Action .Equal opportunities for women in Employment.A Guide.
CEC. 1990. An
Evaluation Study of Positive Action in favour of Women. V/587 /91-En,
Brussels .
CEC, Equal Opportunities Unit- Positive Action Network. 1992. Motivating Factors, Obstacles and Guidelines, V/1604/92 EN
CEC 1993 Growth,
Competitiveness, Employment: The Challenges and Ways Forward into the 21st
Century. White Paper. Luxembourg.
CEC 1998a. Reconciliation between work and family life,
European Commission, DG V. 1998.
CEC. 1998b. Joint
Employment Report of the Commission and Councils, 1998 Luxembourg, European
Communities.
CEC 1999. Report
Equal Opportunities for Women and Men in the European Union -1998- COM
(1999) 106 final
CEC. 2000a. The
Employment Guidelines for 2000. OJ C 150 E/53 30. 5. 2000
CEC. 2000b. Report from the Commission to the Council “Equal
Opportunities for Women and Men in The European Union 1999 COM(2000) 123 final
CEC. 2000c. New Community
Programme on Gender Equality 2001-2005
CES.1997. Comité des
femmes. Réunion du Comité des femmes de
la CES. Compte-rendu. Femmes/Comité/cf697/raport. Bruxelles.
De Cecco Marcello, Gosta Esping-Andersen and Adrienne Héritier. 2000.“Governare l’Europa a cura di Fritz W Sharpf” Stato e Mercato (1): 3-24.
Ebbinghaus, B. and Visser, J. 1997. “European Labor and Transnational Solidarity: Challenges, Pathways and Barriers”. In European Integration in Social and Historical Perspective, edited by Jytte Klausen and Louise A. Tilly. Lanham, Boulder, New York, and Oxford: Rowman and Littlefield.
Equality Exchange. 1991. A Report on A Conference on the Role of Positive Action under the Third Medium Term Community Action Programme 1991-1995, organized by Equal Opportunities Commission for Great Britain , Equal Opportunities Commission for Northern Ireland ,the Employment Equality Agency for the Republic of Ireland and Supported by the Commission of EEC, London 27 November.
Esping-Andersen
Gosta. 1997. “Do the spending and finance structures matter?” In The
Social Quality of Europe, edited
by Wolfgang Beck, Laurent van der Maesen and Alan Walker. The Hague-London
Boston: Kluwer Law International.
Europe, 1995.
Agence internationale pour la presse, daily news bulletin in European Affairs,
Brussels/Luxembourg 11 November 1995
Europa Sociale 1987 1: 41-45.
Europa Sociale 1987 3: 87-41.
Europa Sociale 1988 1: 21, 27, 30
Europa Sociale 1988 2:49, 70, 74
Europa Sociale 1989 1: 67-92
Falkner, Gerda.
1998. EU Social Policy in the 1990s.
Towards a Corporatist Policy Community. London: Routledge.
Gregory Jeanne, R. Sales, and A. Hegewisch. 1999. Women, Work and Inequality. The Challenge of Equal Pay in a Deregulated
labour Market London: Macmillan Press.
Greenwood, Justin and Aspinwall, Mark, eds. 1998. Collective Action in the European Union. London, New York:
Routledge.
Hooghe, Liesbet and Marks, Gary. 1997. “Contending Models of Governance
in the European Union.” In Europe's
Ambiguous Unity: Conflict and Consensus in the Post-Maastricht Era, edited
by Alan W. Cafruny and Carl Lankowski. Boulder: Lynne Rienner.: 21-44.
Hoskyns, Catherine. 1996. Integrating Gender: Women, Law and Politics in the European Union. London: Verso.
Hoskyns, Catherine.
1999. “Then and Now: Equal Pay in European Union Politics”. In Women,
Work and Inequality. The Challenge of Equal Pay in a Deregulated labour Market edited by Gregory Jeanne, R. Sales, and A.
Hegewisch. London: Macmillan Press.
Italian Senate. 1995. Documento
conclusivo dell'indagine conoscitiva sullo stato d'attuazione della L.125/91.
Doc.XVII n. 4 of 26 September.
Lapeyre, Jean. 1996. “First round of European negotiations on key issue for equal opportunities and equal treatment.” Transfer 1: 121–28.
Lefebvre Marie-
Christine. 1997. “La participation
des femmes aux actions cofinancées par le Fonds social européen.” Europa Europe 3: 87-104.
Leibfried, Stephan. 1993. “Towards a European welfare state? On integrating poverty regimes into the European Community.” In New Perspectives on the Welfare State in Europe, edited by C. Jones. London and New York: Routledge: 133–156.
Leibfried Stephan
and Paul Pierson. 1995. European Social
Policy. Between Fragmentation and Integration. Washington: The Brookings
Institutions.
Leibfried, Stephan and Paul Pierson, 2000. „Social
Policy“ in Policy-Making in the European
Union, edited by Helen Wallace and William Wallace. Oxford: Oxford
University Press, 267-292.
Maruani Margaret. 1997. “Super-disoccupazione e sotto-occupazione: l’attività femminile nella Francia degli anni Novanta”. Europa Europe 3: 177-198.
Mazey Sonia. 1988. “European Community
Action on Behalf of Women : the
Limits of Legislation”. Journal of Common
Market Studies XXVII (1): 63-84.
Mazur, Amy. 1991. “Agendas and Egalite' Professionelle : Symbolic
Policy at work in France” in E. Meehan and S. Sevenhuijsen, Equality Politics and Gender. London:
Sage.
Meulders, Daniele and Plasman, Robert. 1997. “European Economic
Policies and Social Quality.” In The
Social Quality of Europe,
edited by Wolfgang Beck, Laurent van der Maesen and Alan Walker. The
Hague-London Boston: Kluwer Law International.
Mortillaro, Isidoro
Davide. 1998. Dopo Maastricht. Cronache
dall'Europa di fine secolo. Bari: edizioni la meridiana.
New Ways 1998 1999 2000
Ostner, Ilona and Jane Lewis. 1995. “Gender and the Evolution of European Social Policies.” In European Social Policy. Between Fragmentation and Integration, edited by Stephan Leibfried and Paul Pierson. Washington D.C.: The Brookings Institution.
Ostner Ilona. 2000. “From Equal Pay to Equal Employability. Four
Decades of European Gender Policies. In Gender
Policies in the European Union edited by Mariagrazia Rossilli. New York:
Peter Lang.
Prechal Sacha and Noreen Burrow. 1990. Gender Discrimination Law of the European Community. Brookfield:
Dartmonth Publishing Company.
von Prondzyski, F. 1987. Application
des directives sur l'égalité Commission des Communautés européennes,
Luxembourg
Roccella Massimo, Tiziano Treu. 1992. Diritto del lavoro della Comunita' Europea . Padova: Cedam.
Rossilli Mariagrazia. 1997. “La politica di uguaglianza dei sessi della
Comunita’ Europea: un bilancio e qualche proposta”. Europa Europe VI (3): 7-28.
Rossilli
Mariagrazia. 2000. “Introduction: The European Union’s Gender Policies” in Gender Policies in the European Union
edited by Mariagrazia Rossilli. New York: Peter Lang.
Scharpf, Fritz W. 1996. “Politische Optionen im vollendeten Binnenmarkt.” In Europäische Integration, edited by Markus Jachtenfuchs and Beate Kohler-Koch. Opladen: Leske + Budrich.
Fritz Scharpf 1999. Governing in Europe Effective and Democratic?
Oxford and New York: Oxford University Press
Semenza Renata 2000. “Le nuove
forme del lavoro indipendente” Stato e
Mercato 1
Smith, Mark, Colette Fagan, and Jill Rubery. 1998. “Where and Why is part-time work growing in Europe?” In Part-time Prospects: Part-time employment in Europe, North America and the Pacific Rim, edited by Jacqueline O’Reilly and Colette Fagan. London: Routledge.
Streeck Wolfgang. 1995. “From Market Making to State Building? Reflections on the Political Economy of European Social Policy”. In European Social Policy. Between Fragmentation and Integration edited by Stephan Leibfried and Paul Pierson. Washington: The Brookings Institutions.
Streeck Wolfgang. 1999. Competitive Solidarity: Rethinking the
“European Social Model”- Presidential Address 11th Annual
Meeting of Socio-Economics Society for the Advancement of Socio-Economics
Walby Sylvia. 1999. “The new regulatory state: the social powers of the
European Union” British Journal of
Sociology 1: 118-140
Women of Europe. 1986. Supplement no. 25.
Women of Europe. 1988. Supplement no. 27.
Woodward, Alison E. 1997. “Policy
Network Innovation: The Case of Gender and Europe.” Trimestre XXX/3-4: 343-362.