July 2002 - Ref 7112
The experiences of working carers of older adults
Employers are increasingly aware of the need for 'family-friendly'
policy and practice in order to support workers who have caring
responsibilities for older adults. Judith Phillips, Miriam Bernard and
Minda Chittenden, of the Centre for Social Gerontology at Keele
University, investigated how working carers and managers in public
sector organisations employing large numbers of women (a Social
Services Department (SSD) and a National Health Service (NHS) Trust)
combined these roles and responsibilities. Both organisations had a
variety of family-friendly policies and were in the process of
developing and implementing others. The study found that:
- As many as one in ten employees were caring for older adults in an
informal capacity and commonly looked after mothers, mothers-in-law or
fathers.

- Many carers had multiple caring roles and were juggling work with
caring for both adults and children. However, there was a lack of
openness and a silence about elder care in comparison with childcare.

- Very few carers lived with the people they cared for, although one
in three lived within a ten minute drive. Two out of three carers
spent under 10 hours per week looking after others. Help with shopping
and transport, giving emotional support and checking up on people,
were the most commonly performed tasks. Few working carers provided
very 'heavy' personal or physical care.

- Managers were aware that working carers often did not know what was
available to them, and that access to policies and benefits depended
on the grade and nature of individual jobs.

- Managers found knowledge of their staff's caring and work histories
particularly helpful when implementing policy.

- Very few of the designated family-friendly policies in these
organisations were used routinely. Carers tended to use policies that
did not publicly identify them as in need of help, such as annual
leave.

- Managerial discretion and flexibility were of particular help to
carers, together with having earned the trust of their manager.

- Carers were highly committed to their jobs but inflexible work
schedules and the pressures of the job made juggling competing
responsibilities difficult.

- The 'long hours' culture in both organisations, combined with a
belief that people need to be 'seen to be coping', helped create a
climate which worked against carers asking for help.

The context of work and family life
Existing 'family-friendly' schemes and services are still primarily
designed for working parents of young children and rarely address the
needs of employees who care for older or disabled adults. Yet 2.7
million people combine work with informal care for another adult
(Department of Health, 1999). In addition, caring for older adults can
be protracted and unpredictable. As the population ages and the pool
of people who have traditionally provided care is shrinking and
changing, there is an urgent need for employers to understand what
actually works for carers if they are to adequately address their
recruitment and retention problems, and have sustainable workforces.
This study was conducted in two public sector organisations: a SSD
and a NHS Trust. The two organisations provide health and welfare
services for a range of people and their carers in both institutional
and community settings. The large, diverse and unionised workforces
are predominantly female (over 80 per cent), with a mix of both
part-time and full-time employees.
Family-friendly policies and practices
Recruitment and retention issues were the main reasons these
organisations had developed family-friendly policies. In line with
national trends, they face shortages of trained staff in particular;
their workforces are ageing; and many employees in their forties and
fifties are increasingly likely to have informal caring
responsibilities for older adults.
Managers acknowledged that the development of family-friendly
policies was good employment practice; they defined it in terms of
'balancing' the conflicting demands of work and home life. Carers
perceived work-life issues as a more complex 'juggling' act between
the competing demands on their time and energy that requires a range
of both formal and informal supports.
Managers communicated the existence of policies to staff through a
variety of channels but were also aware that working carers often did
not know what options were available until they needed to use them.
However, access was often conditional on what level the individual was
in the organisation, the type of job they did and the nature of their
work.
In times of crisis, and for regular caring responsibilities, people
tended to make most use of familiar and easy to access policies:
annual leave and time off in lieu were clear examples. In contrast,
employees were wary of using counselling and carers' leave because
they feared being labelled as in need of help. Also, policies
specifically designed with carers in mind were often difficult to
access.
Working and caring
The initial questionnaire indicated that as many as one in ten
employees in each of these workforces had informal caring
responsibilities for older adults.
203 working carers completed a longer questionnaire. Two out of
three were working full-time. The majority were very committed to
their work, saying it was important for their own self-esteem and
identity.
In terms of informal caring responsibilities, most were caring for
one older adult. These were most commonly mothers, followed by
mothers-in-law or fathers. Two out of five said they were the primary
carer. Very few lived with the people they cared for although one in
three lived close by (within ten minutes). Two out of three spent
under 10 hours per week looking after their care recipient(s). Helping
with shopping and transport, giving emotional support and checking on
the care recipient(s) were the most common tasks. Few carers provided
very 'heavy' personal or physical care and few made extensive use of
formal support services.
The demands of working and caring were felt most forcefully on
family life and carers' own health, rather than on work. A majority of
carers said they used annual leave to accommodate caring
responsibilities. Some chose to forego the 'rewards' of work, such as
further training or seeking promotion, rather than let their caring
responsibilities interfere more severely. Carers coped primarily by
using their own professional expertise and experience, talking with
others, and ensuring they had time for interests beyond caring.
What helps working carers?
From the interviews, it is apparent that the ways people are
enabled to juggle work and caring is a complex interplay of formal and
informal support, and of practical, attitudinal and experiential
influences. In addition to helpful formal policies, such as time off
in lieu and annual leave, carers and managers identified a number of
other crucial factors including:
- The personal touch - The importance of a supportive, flexible and
sympathetic manager and the support of colleagues were seen as
crucial.
- The 'bank of trust' - Knowledge of staff, their caring and work
histories were particularly helpful to managers when implementing
policy. Establishing trusting relationships enabled working carers to
feel comfortable asking for specific forms of help or time off.
- 'Being a professional'
- working in health and social care
settings provided working carers with information and knowledge of
what services were available and how to access them, as well as
helping them deal with competing demands.
- Help from friends and family
- was also important: both on a practical and an emotional level.
What hindrances do working carers face?
Both managers and carers talked far less about the hindrances they
faced but did identify the following:
- Unhelpful attitudes of family -
could be very difficult for carers to cope with.
- Distance dilemmas - the amount of travelling involved was
problematic for some carers.
- Multiple demands - juggling care of an older adult with other
family responsibilities (for children, grandchildren etc), as well as
with work, could be very demanding.
- Work and workload pressures - inflexible work schedules and the
pressures of the job were hindrances to juggling competing demands and
responsibilities.
- Unsupportive managers and colleagues - were seen as a hindrance
by managers themselves; carers were more inclined to say that managers
and colleagues might 'make things difficult' rather than directly
refusing to help.
- Staff overload and health concerns - carers were finding it
increasingly difficult simply to keep up-to-date with the latest
policies and guidance on family-friendly issues as well as being
concerned about the effects of working and caring on their own health.
- Organisational pressures and culture
- the 'long hours' culture,
combined with a belief that people need to be 'seen to be coping',
worked against carers revealing details about their situations or
asking for help.
Partnership: developing joint initiatives for carers
Most carers had professional networks that they could call upon to
assist them in their personal situations. They also saw professional
knowledge of other agencies as helpful in enabling them to juggle
their roles and responsibilities. However, partnership arrangements
between public, private and voluntary agencies were non-existent and
this is an area ripe for development.
Recognising difference within, and between, organisations
The nature of both formal and informal care-giving in the two
organisations varied enormously. However, regardless of individual
circumstances, everyone was aware that caring was not a predetermined,
permanent or unchanging activity, nor was it just a simple choice
between caring and working. Its unpredictability and its intermittent
nature mean that generalised solutions common in the childcare arena,
and a 'one size fits all' response from employers, are likely to be
inappropriate. Organisations like these, which espouse the need for
responsive and flexible services for clients and patients, have to
grapple with the paradox that this in turn can impose considerable
constraints on employees with caring responsibilities.
Policy implications
The researchers highlight the following issues for policy:
- A different kind of care - The study highlights some of the
differences between the care of older people and childcare: notably
the difficulties of disclosing and talking about such responsibilities
to managers; the unpredictability of elder care in terms of time
commitment; and the considerable distances travelled by some carers.
Juggling work and care can be extremely difficult, given that most
carers are married, have demanding jobs and are often balancing
multiple responsibilities, including care of dependent children (and
sometimes grandchildren). This suggests that in some cases training
for managers, better communication channels and cultural change is
required.
- A 'whole system' approach? In developing a 'whole system'
approach, there is a balance to be struck between generalised
solutions (which are more common in the childcare arena) and the more
customised, tailor-made solutions which might be needed to address the
very diverse needs of working carers of older adults. However, a
sharing of ideas and practices between childcare and eldercare - such
as the day care vouchers co-funded by government and employers - could
also be useful. Moreover, the approach adopted by the DTI and the Work
and Parents Taskforce has something to offer working carers of older
adults because it gives employees a right to ask for flexibility, and
places a duty on employers to give their request serious
consideration.
- Practical responses - Managers
wanted informality and flexibility, but within clearer structures.
They would like regular monitoring and reviews of policies and
practices, an assessment of the 'fairness' or not with which these
are being applied to staff, and stern repercussions for those who
abuse the system but with the right to appeal. There is also a need
for greater sharing of information across departments and between
managers. Overt discussion and exploration of the differences
between managers may help raise awareness of carers' needs and lead
to more sensitive responses.
Few carers in the study had extensive networks of services and
benefits they could call upon for support, but would particularly
welcome access to personal home care. Other practical suggestions
revolve around the provision of advice and information about what is
available in the workplace and the wider community, training and
awareness-raising, better induction materials and regular updating of
policy and information. Developing telephone help lines, putting
carers in touch with each other, and introducing them to carers'
networks were some of the other practical suggestions made by managers
and working carers. More flexible interpretation of compassionate
leave, a framework and ethos that allow working at and from home, time
off with pay, and counselling services, were advocated as well. There
is also a role for trade unions in information giving, creating a
sense of entitlement and a culture of understanding.
About the project
The study adopted a multi-method approach involving five phases of
data collection: compiling a profile of the two organisations; a
screening questionnaire to all employees; a postal survey of carers;
in-depth interviews both with working carers of older adults and with
senior and middle managers.
How to get further
information
The full report, Juggling
work and care: The experiences of working carers of older adults
by Judith Phillips, Miriam Bernard and Minda Chittenden, is published
for the Foundation by The Policy Press as part of the Family and Work
series (ISBN 1 86134 443 0, price £10.95).
Click on the 'order report' icon in
the left margin to order online. |