Joseph Rowntree Foundation

Social Policy Research 62 - October 1994
Disadvantage in rural Scotland

A new study reveals that poverty and disadvantage in rural Scotland is widespread. It also shows that people's own assessment of their standard of living may not match up with standard objective definitions; this resulting 'policy gap' has important implications. The main findings of the research, which was carried out by a team at Aberdeen University, show that:

  • Poverty was widespread. 65% of heads of households surveyed had incomes below £200/week, compared with 55% for Britain as a whole. Moreover, 49% had incomes below half the median Scottish wage (£150/week). Yet the cost of living is higher in rural areas. See a list of related documents...
  • People's subjective assessment of their poverty tended to contradict objective definitions. They compared their situation with the harsher conditions of the past rather than with the current lifestyles of the majority. Low income households saw themselves as 'rich in spirit, poor in means'. See a list of related documents...
  • Take-up of benefits was low. Less than half the respondents received any state benefits. Access to advice in urban centres was problematic, and respondents were often confused about the benefits available and their entitlement. See a list of related documents...
  • Housing was perceived to be a pervasive problem. A shortage of affordable rented housing, and especially council housing, was seen to limit the options for low-income people wishing to stay in the rural area, and especially affected newly-formed households. Respondents in all areas felt that there was an overemphasis in policy on owner-occupation. See a list of related documents...
  • Employment opportunities were very limited despite low levels of registered unemployment and this was viewed as a fact of rural life. The lack of opportunities for youth employment was perceived to be the most serious problem. The absence of childcare provision was another important problem. See a list of related documents...
  • Services were a matter of concern. The crucial transport disadvantage was not solely access to public transport but especially the cost of maintaining a car, where car ownership was seen as essential. Other issues of service provision were the perceived underfunding of education, the difficulties of accessing family planning services and chemists, and the lack of leisure and recreation facilities for teenagers. See a list of related documents...

Advantage or disadvantage?

Despite the survey evidence placing a high proportion of people within standard definitions of poverty, the vast majority of respondents asserted that they gained rather than lost from their rural lifestyle, and many households rejected the objective assessment of their position as poor and disadvantaged. Moreover, people generally felt there was little 'real' poverty or disadvantage in their communities.

Most respondents presented remarkably similar representations of 'rural life': a better moral, social and crime-free environment; good communities; a willingness to share resources; an atmosphere of self-sufficiency and self-reliance; space and freedom from the problems of urban life, and freedom from the restrictions of close neighbours; a better quality of life; good support networks and neighbourliness in time of crisis; and child safety. In addition, most saw rural society as egalitarian, preferable to urban living and offering a better lifestyle.

Many respondents were nevertheless at pains to point out that rural communities were not immune to the social problems afflicting wider society and were well aware of the disadvantages, notably in relation to income, housing and employment.

Asked what they considered to be the main advantages and disadvantages of living in their local area, peace and quiet was mentioned by 55% and pleasant surroundings by 35%. The beauty of the landscape and the rural environment was very important to respondents. For many, the feeling of having space around them was a fundamental attraction. Lack of transport was the most commonly cited disadvantage (35%).

Many respondents felt they had a freedom they did not think would be available elsewhere, a freedom from material values, from crime, from the pace of urban life and from urban environments. It was apparent, though, that in some parts the very close-knit nature of rural communities restricted behaviour: many respondents felt it necessary to make regular visits to towns or cities to 'escape' from the sometimes claustrophobic atmosphere. In the scattered communities, rural people enjoyed 'freedom from' the pressures of urban life, whilst forfeiting their 'freedom to' behave in ways of which the wider community would not approve. Conversely respondents in lowland areas felt they had discovered 'the best of both worlds', enjoying a rural lifestyle within easy reach of urban areas.

Respondents felt that the support available in rural communities was far greater than in urban areas, and that this increased the quality of rural life. However, support networks in rural communities were equally seen as a necessary response to the lack of certain services. Respondents suggested that the greater the difficulty in accessing services, the stronger and more comprehensive were the networks of support.

Housing

Respondents spoke about an overemphasis on owner-occupation and the concomitant lack of housing to rent, especially social housing. It was widely perceived that this limited the options for people wishing to stay in the area, especially young people and newly-formed households. New groups - commuters, retirement buyers or holidaymakers - added further pressure on the housing market; low-income households were not in a position to compete with wealthier incomers.

Respondents expressed great concern over high levels of housing costs, both for house purchase and for assured tenancies. The condition of privately rented properties and insecurity of tenure also caused dissatisfaction. Waiting lists for council housing were perceived to be prohibitively long. It was very common for respondents' first independent home (often on their marriage) to be a caravan or winter let. Remaining with parents was the other option, and tended to be the only option if relationships broke down.

Young families and single people were frequently seen as having the most restricted housing choice. Respondents were anxious that young families should be able to remain in their area and most felt that elderly people should not have to leave their own community. More council housing, particularly for young households, was seen as the top priority, with greater assistance for low-cost home-ownership, perhaps through self-build. Respondents wanted more housing built locally, on a small scale and targeted at local people. Many were critical of planning departments for preventing scattered house-building which they felt would have boosted smaller communities and sustained local services.

Employment

In the mainland study areas, 47% of heads of household were in full-time employment, 12% were self-employed and only 2.5% were registered as unemployed. 30% of heads of household were retired. Notwithstanding the low rate of unemployment, respondents felt employment opportunities were very limited: 65% felt that there was no opportunity for work.

Options were severely constrained in scattered communities, whereas access to urban centres in the lowland areas provided a broader range of employment opportunities. In both areas, there was a recognition that very limited work options were now a fact of rural life. Individuals choosing to stay in rural areas knew they would be facing low-paid, insecure jobs, and those who chose to move there generally had strategies to enable them to survive economically - such as tele-working or commuting.

Lack of youth employment was perceived to be the most serious problem facing rural communities. Limited public transport prevented school-leavers journeying to workplaces outwith their home areas. However, the aspirations of young people are changing and the socially limiting rural environment and the type of jobs may be affecting their movement away from rural areas as much as the lack of jobs. Graduate employment options were seen as non-existent in Wester Ross and Harris, for example; parents accepted that by encouraging their children in school and University they were educating their children 'out' of the area; this was viewed with a mixture of pride and regret.

Women respondents felt that their role in rural society had changed considerably in recent years. However, the majority accepted that women's aspirations had to take second place to male employment, given the better pay and greater security accorded to men. Even these aspirations were limited by woefully inadequate childcare provision. This constraint was less binding in the scattered communities where jobs were lacking anyway; but in lowland areas women felt lack of childcare provision affected their ability to take up jobs in nearby urban areas.

Income

65% of heads of households had incomes below £200/week (two-thirds of the median Scottish wage), ranging from 46% in Angus to 83% in Harris. This compares with a figure of 55% for Britain as a whole. Moreover, 49% of the sample had incomes below half the median Scottish wage (below £7,800). Often incomes were intermittent. In a few, very remote areas, such as Harris, almost the whole population can be considered a low income group.

The uptake of state benefits was very low in all areas, and lower than would be expected. Overall, less than half the respondents were in receipt of any benefits and, discounting family allowance, less than 30% received benefits. Respondents were often confused about the availability of benefits. Furthermore, DSS offices in urban areas were seen as highly intimidating.

The combination of a low income with a high cost of living has pervasive consequences. Travel becomes problematic, restricting choice of goods and limiting access to leisure and entertainment facilities. Access to training or further and higher education may also be precluded. Many respondents, especially the elderly, felt socially isolated because of the distances and costs involved in travelling to family and friends. Some could not afford a telephone.

Service provision

72% of respondents saw room for improvement in service provision and in all areas expectations of services were very low. Respondents generally felt that key services (health and education) were good, and that problems with other services could usually be circumvented. Despite this, many areas of service provision were problematic and services were perceived as very vulnerable.

Transport was the main concern. Few respondents made regular use of public transport but most felt it was essential, notably to meet the needs of elderly people, teenagers and households without a car. Private car ownership was considered to be a pre-condition of employment and access to social activities, although maintenance costs could be a problem.

There was a general pride in the quality of schools and a recognition of their social and cultural value. There was great resistance, therefore, to school closure proposals, and in all areas it was felt that schools were under-resourced. The lack of nursery education was also an issue.

Other difficulties included accessing family planning services and chemists for non-prescription purposes and maintaining rural hospitals. Respondents made considerable comment about seeking more effective policing to prevent petty crime. Most respondents felt it essential to keep local shops and post offices open, but did the bulk of their shopping in urban centres because of the greater range and choice. Leisure and recreation were particularly important issues for young and elderly people.

Social change

Change was a dominant theme. Many felt their communities had changed beyond recognition. The majority thought that material and social changes were due to outside influences. Some considered social change part of a natural cycle, others viewed it as essentially destructive. Many suggested that their communities were now the last repositories of folk memory of an 'authentic' rural past. The key theme was loss: of a distinctive rural culture; of the Gaelic language and rural dialects; and of a myriad of other intangible 'rural' qualities.

In Harris, people felt on the edge of dramatic social change over which they had no control. In Wester Ross, respondents felt that fundamental social changes had occurred in a short space of time: too much had changed too quickly, and the community had not been strong enough to resist the external forces and material values that were perceived as alien to their idealisations of the past. In the lowland communities, social change was considered a more gradual, if insidious, process; lowland communities felt culturally less threatened and with a more secure future.

The movement of people into these areas was viewed as a serious issue by most respondents. New rural residents were seen as a powerful force, but most respondents were reluctant to discuss the issue in terms of class, power or economics. Respondents categorised new rural residents by use of ethnic, cultural, behavioural, or geographical labels. All the ills of a changing rural society were, at some point, blamed on new rural residents, but respondents rarely linked what they often perceived to be their negative social impact with the underlying causes of the indigenous population moving out, notably lack of affordable housing or jobs.

Respondents in scattered communities identified a strong pressure for young people "to get on and get out". Many presented an image of young people forced to emigrate from rural areas and carrying forever a sense of loss. Respondents who had returned from urban areas, however, indicated that rural life only appealed when they had children or in middle age. It was clear that rural young people frequently feel that they can only achieve their potential in the urban areas. Nevertheless, the minority that wanted to stay or to return often could not because of the lack of affordable housing and employment.

Interviewees spoke consistently about a huge gap between people and policy-makers. In the lowland communities policy issues were less to do with the powerlessness of whole communities but rather attached to social divisions.

Development

Rural development was perceived quite differently in the lowland areas from the scattered communities where there was more awareness of initiatives and of EU funding. On the other hand, respondents in Harris and Wester Ross exhibited a pervasive sense of powerlessness to effect change or to modify development, whereas in the lowland areas most people felt that they could influence local development. The key priorities for Local Enterprise Companies were widely felt to be grants for low-income entrepreneurs; small-scale, endogenous rural development projects; and promotion of youth employment. In the lowlands the main focus of respondents' concern was preventing inappropriate development.

About the study

This study was commissioned by Rural Forum (Scotland) and supported by The Scottish Consumer Council, the Joseph Rowntree Foundation, Scottish Homes, and the Royal Scottish Agricultural Benevolent Institution. The work was carried out at Aberdeen University by Professor Mark Shucksmith, Pollyanna Chapman and Gill M. Clark, with the help of Stuart Black and Eddie Conway.

Research was conducted in Harris, Wester Ross, Angus and North Ayrshire (representing the four main types of rural area in Scotland). A questionnaire survey of 500 households in 1993, was followed by in-depth interviews with 120 respondents. In spring 1994, respondents and members of the public were invited to 'feedback meetings' presenting preliminary findings from the research; in all areas these were given strong approval.

Further information

A separate paper suggesting policy options is published below. The full report will be published by HMSO (Scotland) as Rural Scotland Today: The best of both worlds? in April 1995. Meantime, a summary report Disadvantage in Rural Scotland is available from Rural Forum (Scotland), Highland House, 46 St Catherine's Road, Perth PH1 5RY for £5. For further information on the research, contact Mark Shucksmith, Pollyanna Chapman or Gill M. Clark at the Department of Land Economy, Aberdeen University on (0224) 273772.

Disadvantage in rural Scotland - Policy Options

A new study examines the extent of poverty and disadvantage in rural Scotland and illustrates how these are experienced at an individual level. The study also shows, from a client's perspective, how rural poverty and disadvantage might be addressed by public policy. The results have implications for all rural areas beyond Scotland itself. The research team from Aberdeen University concludes that action is required at both local and national levels.

Approaches to policy-making

A major finding of the research relates to the perceived distinction expressed by respondents in the survey between rural and urban life, and the perceived superiority of rural life, despite the incidence of 'disadvantage' shown up by standard objective definitions of poverty.

An issue for policymakers is how such a construction of 'countryside' can be sustained by public policy, and to what extent policymakers' perception of rural areas and rural life accords with this. Policies are now being amended to reflect rapid changes taking place in rural economies and societies, notably in agricultural policy. Related to this is the issue of whose competing representation of rurality will prevail in policy formulation and implementation, as each interest seeks to present its representation of rural as authentic.

The most challenging finding of the research is that rural people's subjective assessment of their poverty or disadvantage tends to be at odds with objective definitions. A number of policy implications follow from this divergence. While objective standards must apply in determining levels of support and service provision, their delivery should reflect the subjective assessments expressed by respondents in this research. Related to this is the question of whether policymakers can influence views of poverty and disadvantage held in these communities: for example, overcoming resistance to entitlement is a fundamental task for those involved in policy design and implementation. The failure to recognise the existence of poverty and disadvantage in rural communities, for whatever reason, militates against assistance and support being given, either by public agencies or by neighbours and community groups. The invisibility of the excluded in rural areas is a major concern. Raising the visibility of excluded groups, without stigmatising people, is a necessary preliminary to addressing rural disadvantage and is another important policy issue.

In both Highland areas in the study, respondents expressed a sense of powerlessness over externally-induced change; this must be worrying in the context of policies which espouse local accountability and the empowerment of rural communities. Those interviewed for this study spoke consistently about a huge gap between people and policymakers. In the lowland communities the policy issues were less to do with the powerlessness of whole communities but rather attached to social divisions (notably class divisions) and social exclusion. It is vital that policies reflect the realities of rural change and any emerging social divisions.

Housing

Housing was perceived to be a major concern in all areas. Respondents were notably concerned at what they saw as the over-promotion of owner-occupation with a concomitant lack of affordable housing to rent for low-income households, especially public housing. Respondents' top priority was affordable rented housing for families, and preferably public housing allocated to those whom they considered deserving.

Employment

The principal policy issue is the need to create a broader range, and a higher quality, of jobs in rural areas. The lack of youth employment choices and options was perceived to be the most serious problem facing rural communities. Together with the socially limiting rural environment, young people experienced a daunting combination of housing, employment and transport difficulties which encouraged their migration away from rural areas. An integrated approach to the retention of young people is required from policymakers if those who wish to remain are to be allowed that choice. Women's opportunities were also very limited both by a lack of jobs, a lack of transport, and by woefully inadequate childcare provision. Each of these obstacles to women's employment needs to be tackled by policymakers and economic development agencies.

Transport

The crucial transport disadvantage is not solely access to public transport but also the cost of maintaining private transport. Transport is essential for accessing services, visiting family and friends and for access to work. Respondents favoured: wider access to transport schemes tailored to the needs of individuals, such as 'dial a bus' schemes and taxi subsidies; the introduction of reduced 'rural liability' for road tax; and government subsidies to reduce the cost of petrol in rural areas.

Take-up of benefit

Poverty in rural Scotland requires a range of policy responses. Clearly more advice must be offered and in a more proactive and sympathetic manner, with a special effort made to target elderly people relying only on state pensions and unaware or unconvinced of their other entitlements. The research suggests that the approach to the elderly is crucial in promoting the take-up of benefits. Many opportunities for casual and part-time work in rural Scotland may not be open to those on the lowest incomes because of the effects of the 'poverty trap', and here it would be helpful if people were enabled to undertake more such work without penal loss of benefits, either through a raising of the levels of earnings allowed, or through more gradual tapering of benefit loss. For those in low-wage occupations and the unemployed, as well as those in unfulfilling employment, training opportunities are crucial.

Joint policy initiatives

In examining these issues individually and by sector, there is a danger of losing sight of their interconnectedness. Indeed, above all, rural disadvantage is characterised by the interconnections which exist between the various facets of rural living. More housing for young people must go hand in hand with employment opportunities, transport and childcare, for example, and while it may result in a rural school and post office surviving it may also lead to environmental loss and a change in the social composition.

The complexity of these relationships means that it is hard to frame recommendations, given both the breadth of the issues and that for each remedial action there is likely to be some disadvantage and a counter-argument. A clear need, however, is that policies must offer a multi-faceted, integrated response to such intricate relationships and multi-faceted issues. The Scottish Office's Rural Focus group and its Rural Framework paper suggest a recognition of the need to move in this direction, and this could be further strengthened through the creation of a fund to support integrated programmes for empowerment and investment. The absence of any budget analogous to that of the Rural Development Commission in England, the Rural Development Council in Northern Ireland, or the Development Board for Rural Wales is especially notable.

Calculating and tackling 'disadvantage'

Finally, the results of this research permit some re-examination of the standard indicators of disadvantage or deprivation which are commonly employed in Scotland, and which have influenced the distribution of resources in the past. It is clear from the complexity of the accounts of rural living that such indicators fail to capture most dimensions of rural disadvantage. It is not just that they do not cover such issues as gender, culture, isolation and powerlessness; even on issues such as housing and employment the dimensions of disadvantage are not reducible to ratios of overcrowding and unemployment rates. In any event, an area-based approach is inappropriate to tackling rural disadvantage. Instead, a diversity of policy responses is needed. Some action is required at higher levels, for example to allocate resources for affordable housing, for childcare provision, and for adequate benefits. But action is also required at the local level to reflect the diversity of rural circumstances, to involve the local community in the response to disadvantage, and to enable a connection to be made between material help and the localised experience of living and coping with rural change.

About the study

This study was commissioned by Rural Forum (Scotland) and supported by The Scottish Consumer Council, the Joseph Rowntree Foundation, Scottish Homes, and the Royal Scottish Agricultural Benevolent Institution. The work was carried out at Aberdeen University by Professor Mark Shucksmith, Pollyanna Chapman and Gill Clark, with the help of Stuart Black and Eddie Conway.

Research was conducted in Harris, Wester Ross, Angus and North Ayrshire (representing the four main types of rural area in Scotland). A questionnaire survey of 500 households in 1993 was followed by in-depth interviews with 120 respondents. In spring 1994, respondents and members of the public were invited to 'feedback meetings' presenting preliminary findings from the research; in all areas these were given strong approval.

Further information

The full report will be published by HMSO (Scotland) as Rural Scotland Today: The best of both worlds? in April 1995. Meantime, a summary report Disadvantage in Rural Scotland is available from Rural Forum (Scotland), Highland House, 46 St Catherine's Road, Perth PH1 5RY for £5. For further information on the research, contact Mark Shucksmith, Pollyanna Chapman or Gill M. Clark at the Department of Land Economy, Aberdeen University on (0224) 273772.

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