Ageism: Justice and Social Policy Israel Doron Introduction Before I begin my lecture, I would like to say a few personal words. First, as many people know, I am the son of Professor Abraham Doron, Israel Prize laureate, who is a former head of the School of Social Work here, at the Hebrew University, and who is present here in the audience. My father knew Dr. Pins and met him while he was still alive. Given this personal history, one can understand the great sense of respect that I feel today over having been given the opportunity to speak within the context of this honorable forum of the annual lecture in memory of Dr. Pins, at the School of Social Work and Social Welfare. Second, despite the fact that am currently head of the Gerontology Department at the University of Haifa, and a full-time academic, I was never (nor, apparently, will I ever be) “only” an academic. Previously, I was an attorney (and I still possess a valid license to practice law), and in my daily work I am deeply involved in defending and representing older persons through the Association of Law in the Service of the Elderly (www.elderlaw.org.il), which I established with friends and colleagues. On the ideological level, I believe that the 1 law is – on a certain level and in appropriate circumstances – capable of serving as a tool for social change and for promoting social justice. And therefore, in my lecture here, I will try to include legal examples in order to underscore how theory, research and action can join together to promote social justice. Finally, in my remarks I also intend to conduct a dialogue with people, such as my father – Professor Abraham Doron – who, in their pioneering papers in the field of the welfare state in Israel, focused on discussing social justice that places an emphasis on two central policy characteristics for promoting social justice in Israel: the importance of the universal welfare state; and the centrality of a redistribution of means (see, for example: Doron, 1995). It is not my intention to dispute the cardinal importance of these two characteristics. However, as I will attempt to point out in this lecture, it is important to add an additional characteristic to them: the importance of the politics of recognition as a critical element of social justice. I would like to emphasize that this lecture is not based on empirical research, nor does it purport to present new or original findings. The lecture is based on previous articles and books that I have written, and it seeks to offer a new insight by presenting a normative argument that is based on a theory of the politics of identity: What the proper way to conceptualize a social policy that purports to promote social justice for the older population. The lecture will comprise four parts: First, I will present the 2 demographic revolution and its implications; second, I will present Professor Nancy Fraser’s model for social justice; third, I will present the aspects of social injustice from which older persons in Israel suffer; and fourth, I will attempt to answer the question: What social justice do older persons need in Israel today? Part I: On the Old Age Revolution I say nothing new by asserting that we are living in the era of a demographic revolution: the revolution of ageing. The data and the implications of the dramatic change in the demographic composition of the human race are wellknown, and have been reviewed in recent decades in innumerable articles, studies and books (see for example: Brodsky, Shnoor and Be'er, 2011). I would go so far as to say that there exists today a fairly broad consensus that one of the most important social policy issues that will engage the entire world in the 21st century is the issue of the ageing of society (Doron, 2007). There are those who say that this issue is no less than a “social revolution,” and even if we do not agree with this term, it is undoubtedly a change in the human experience of a type that has never before been experienced in human history: There has never before been a time when a person could rise in the morning, go out into the public space, and every fourth person he or she meets in the street is above the age of 65. In my recent book, Old Age in Halls of Justice (Doron, 2012), I presented matters in the following way: “As is 3 described by Bloom and Canning (Bloom and Canning, 2004), until the 18th century the size of the world’s population was relatively static, and most people’s lives were short. However, since then a dramatic change has occurred in the structure and size of the world’s population: More than three decades have so far been added to people’s life expectancy, and it is expected that approximately two decades more will be added in the current century. Moreover, the world’s population increased by more than 6 billion, and it is expected to reach 9 billion people toward the mid-21st century. What generated the change in the structure of the world’s population was, among other things, a massive process of ageing: In 1950, about 200 million people worldwide were 60 years old and above, and constituted about 8.1% of the world’s total population. However, by 2050 this population will increase about nine times, will reach nearly 1.8 billion people, and will constitute about 20% of the world’s total population. The phenomenon of ageing is, therefore, no less than a demographic revolution (Auer and Fortuny, 2002). There is currently almost no disagreement that the ageing of the world’s population will, in the foreseeable future, be one of the most important elements in the economic and social aspects of the developed countries (Kinsella and Velkoff, 2001). The dramatic demographic change will substantively impact the future of work relations, economic growth, and inter-state socioeconomic ties. It is also liable to place a substantial economic burden on the welfare and health budgets of the developed countries, 4 and will cause these subjects to be top priorities of social policy makers in those countries. Looking inward, the central challenges in the domestic political sphere will therefore be connected to the various aspects of the ageing of the societies, and for the broad implications that this phenomenon will have on economics, health and society.” (pp. 16-17) In the book, I went on to describe how the ageing revolution appears in its Israeli context: “Israeli society, like human society in general (though at a slower pace), is in the midst of a demographic revolution of the population’s ageing (Brodsky, Shnoor and Be'er, 2009). These matters were already mentioned in other legal contexts (Doron, 2004), though it is worth reiterating the demographic fundamental principles at issue. Israeli society began as a young society, in which only about 4% of its citizens were above the age of 65. It was a society that, from the outset, was built on the image of the "Sabra," which was characterized, at least partially, along the lines of the New Israeli – young and strong –who was the opposite of the Diaspora Jewish stereotype – old, weak and detached from the land (Almog, 1997). It was also a society in which many people grew up without a father and mother figure, or an older grandfather and grandmother alongside them, whether due to their being Holocaust survivors whose parents perished in the Holocaust, or due to their being young immigrants who left behind their parents and their family in their land of birth (Doron and Linchitz, 2008). In contrast, today the older population has become the fastest growing group in 5 Israeli society. At the end of 2011 Israel’s population numbered more than 7.5 million, and the older population (those aged 65 and above) totaled about 750,000, which was about 10% of the overall population in Israel (Brodsky, Shnoor and Be'er, 2011). From a socioeconomic standpoint as well, the phenomenon of ageing had, and has, extremely significant socioeconomic ramifications for Israeli society (Ben-Israel and Ben-Israel, 2004). Thus, for example, it is possible to note the crisis in the Histradrut labor federation’s pension funds, which in its wake led to farreaching changes in everything related to the legal and economic regulation of the right to social security in old age. This crisis was caused, among other things, by the rise in life expectancy and the dramatic change in the social “mix,” and in the ratio between young workers and retirees, who contribute to the pension funds or are the beneficiaries of them (respectively) (Spivack, 1994; Peleg, 2006). Quite naturally, then, the ageing revolution has social and economic implications that are expressed in nearly every sphere of life: health, education, housing, transportation and more (Disney, 1997). Therefore, it is impossible to discuss or to describe the future of Israeli society without looking at, and contending with, the aspects of its ageing and maturation.” (pp. 19-20). In conclusion, then, I believe that there is a broad agreement for the argument, according to which one of the most important sociopolitical challenges for Israel in 6 the coming years stems from the need to contend with the ageing of Israeli society. Part II: On Professor Nancy Fraser’s Model for Social Justice After reviewing what is known as the “ageing revolution,” I would now like to move on to a concise and descriptive summary of a theoretical model of social justice. This model, by Professor Nancy Fraser, which is presented in her article (which was translated into Hebrew) entitled, “From Redistribution to Recognition? Dilemmas of Justice in a ‘Post-Socialist’ Age” (Fraser, 1995). It is a philosophical argument, also comprising four different parts, which I will briefly present below: 2.1 Injustice of Distribution vs. Injustice of Recognition In the first phase of the argument, Professor Fraser draws a distinction between two different kinds of social injustices: economic-distributive injustice and cognitivecultural injustice. According to her, the distinction is based on the fact that, “The first is a socioeconomic injustice, which is rooted in the political-economic structure of society. Examples include exploitation (having the fruits of one’s labour appropriated for the benefit of others); economic marginalization (being confined to undesirable or poorly paid work or being denied access to income-generating labour altogether); 7 and deprivation (being denied an adequate material standard of living).” “The second kind of injustice is cultural or symbolic. It is rooted in social patterns of representation, interpretation, and communication. Examples include cultural domination (being subjected to patterns of interpretation and communication that are associated with another culture and are alien and/or hostile to one’s own); nonrecognition (being rendered invisible via the authoritative representational, communicative, and interpretative practices of one’s culture); and disrespect (being routinely maligned or disparaged in a stereotypic public cultural representations and/or in everyday life interactions).” (pp. 70-71). This distinction between two types of injustices is, in itself, not new or original, and it was not “created” by Professor Fraser. In this context, she relies on the work of earlier philosophers, such as Karl Marx, John Rawls or Amartya Sen (in the context of the distributive injustices), or philosophers such as Charles Taylor or Axel Honneth (in the context of cultural or symbolic injustices). At the same time, beginning the discussion on understanding and awareness of the fact that there are two different conceptual types of “social injustice” is critical for understanding the rest of the argument. 8 2.2 Exploited Classes, Bivalent Collectivities Despised Classes and After Professor Fraser presents both types of the different injustices, she then presents what is derived from them – in other words, a spectrum of various types of “collectives” or “classes.” At one end of this group spectrum are the exploited classes: “At this end let us posit an ideal-typical mode of collectivity whose existence is rooted wholly in the political economy. It will be differentiated as a collectivity, in other words, by virtue of the economic structure, as opposed to the cultural order, of society. Thus any structural injustices its members suffer will be traceable ultimately to the political economy.” (p. 75). In practice, the classic example of such an exploited “collective” is, of course, the “working class,” at least in its Marxist conceptualization. At the other end of the collective spectrum, Professor Fraser describes the following group: “At this end we may posit an ideal-typical mode of collectivity that fits the recognition model of justice. A collectivity of this type is rooted wholly in culture, as opposed to in political economy. It only exists as a collectivity by virtue of the reigning social patterns of interpretation and evaluation, not by virtue of the division of labour. Thus, any structural injustices its members suffer will be traceable ultimately to the cultural-valuational structure.” (p. 76). In practice, a good example of such a decentralized collectivity is the group of homosexuals who, despite the 9 fact that they are dispersed across all parts of the economic-standing class of capitalist society, still suffer from scorn and humiliation due to their sexual orientation. Finally, in the rage between the two edges of the spectrum, Professor Fraser presents the collectives that she calls “bivalent,” which suffer both from economic and cultural injustice. As she says: “When we consider collectivities located in the middle of the conceptual spectrum, we encounter hybrid modes that combine features of the exploited class with features of the despised sexuality. These collectivities are ‘bivalent’. They are differentiated as collectivities by virtue of both the political-economic structure and the culturalvaluational structure of society.” (p. 78). According to Professor Fraser, belonging to a gender or racial group are examples of bivalent collectivities, in which both encompass dimensions of economic injustices alongside cultural and symbolic injustices. 2.3 Affirmative Remedy Remedy vs. Transformative After presentations of the various types of injustices, and presenting the types of social collectives derived from them, Professor Fraser goes on to present the various types of “remedy,” which purport to provide a solution for the various social injustices. Similar to the previous phases, Professor Fraser “draws” a conceptual distinction between to different “types” of social policy whose 10 purpose is to resolve or to remedy the injustice: affirmative remedy and transformative remedy. Or, in her words: “My aim is to distinguish two broad approaches to remedying injustice that cut across the redistribution– recognition divide. I shall call them ‘affirmation’ and ‘transformation’ respectively... By affirmative remedies for injustice I mean remedies aimed at correcting inequitable outcomes of social arrangements without disturbing the underlying framework that generates them. By transformative remedies, in contrast, I mean remedies aimed at correcting inequitable outcomes precisely by restructuring the underlying generative framework. The nub of the contrast is end-state outcomes versus the processes that produce them.” (p. 82). 2.4 Integration: The Results of an Intersection between the Types of Injustices and the Types of Remedies After presenting the various types of injustices, the various types of social collectivities that are derived from them and the patterns of the “remedy” for the various types of injustices, Professor Fraser, in effect, moves on to the operative “result” of the integration of the matrix of these classifications. The result is the following table (p. 87): 11 Types of Remedy of Social Injustice Affirmation Transformation Redistribution the liberal welfare state surface reallocations of existing goods to existing groups; supports group differentiation; can generate misrecognition socialism deep restructuring of relations of production; blurs group differentiation; can help remedy some forms of misrecognition Recognition mainstream multiculturalism surface reallocations of respect to existing identities of existing groups; supports group differentiation deconstruction deep restructuring of relations of recognition; blurs group differentiation As the table shows, each “intersection” of a type of injustice with a type of change leads to a different pattern of social policy. Thus, for example, where distributive injustice intersects with an affirmative remedy, one may find the liberal welfare state project. The reason lies in the fact that this project concentrates on reallocating distributive shares among existing groups. In contrast, the 12 “intersection” of the distributive injustice with a transformative remedy leads to adopting the socialist project: this project aims for a deep restructuring of relations of production. In a similar vein, we can see that the “intersection” of an affirmative remedy with the cultural injustice leads to the multicultural project. This project focuses on reallocating respect among existing groups, but continues to support group differentiation. In contrast, the meeting of the cultural injustice with a transformative remedy leads to adopting the deconstructive approach, since the objective of this approach is to bring about a deep restructuring of the relations of recognition, and to blur the very stability of the existing group differentiations. From a description of matters thus far, it is fairly clear that Professor Fraser, on the conceptual level, supports a policy that integrates a transformative remedy on both of the injustice fronts – the redistributive as well as the recognitive. Or, as she puts it: “For both gender and ‘race’, the scenario that best finesses the redistribution– recognition dilemma is socialism in the economy plus deconstruction in the culture.” (p. 91). Professor Fraser is aware of the difficulties in the model and of the criticism that is liable to be leveled at her. For example, it appears that there is merit to the argument stating that distinguishing between redistributive and recognitive injustice is artificial, since matters are intertwined in a way that is impossible to separate; or, for example, the argument of the “price” that politics of identity and recognition “exacts” in struggles for social- 13 redistributive justice and the exploitation that antisocialist forces commit in discussing identity and recognition on taunting and wearing down the universal welfare state; and much more criticism. It is not my intention, in this lecture, to address this criticism or to provide an answer for it, among other things due to the fact that Professor Fraser herself does so in her article. However, I would like to argue that even if there is some truth to this criticism, much can still be learned from the proposed model, when examining and shaping social policy vis-àvis the older population in Israel. Part III: Status and Injustice for the Elderly At this point in my remarks, I would like to incorporate the knowledge that I presented about the ageing of Israeli and world society, along with Professor Fraser’s theory of social justice that was presented above, and to ask first: From what “injustice” do the elderly in Israel suffer? And what “type” of social group are they? In this lecture I will risk stating again that, generally speaking, older persons in Israel suffer from what Professor Fraser would call distributive injustice. The basis for this argument is supported by a wide range of well-known data relating to the elderly in Israel. I have previously written extensively about this subject, as follows (Doron, 2012): “The elderly, as a cultural group in Israel, are poor. As of late 2009, it is possible to glean the following figures: 54.5% of all families in Israel headed by an elderly person (men age 65+, women age 60+) are poor (in other 14 words, their monthly income level is below the poverty line), and that is without taking into account transfer payments and direct taxes (in other words, before National Insurance payments). For comparisons sake, in the overall population, this figure is only 33.2%. And yet, even when the situation improves dramatically after the National Insurance payments, even then the poverty rate is still significant: 20.1% of all families headed by an older person are still below the poverty line (compared to 20.5% among the overall population) (Brodsky, Shnoor and Be’er, 2011). Poverty is multifaceted. A lack of economic resources has dramatic implications for daily life. Again, let us look at additional relevant data: There is a reason why, in a survey that asked about the extent of people’s ability to cover monthly expenses, nearly 35% of all older persons answered “not so much” or “not at all” (p. 223). More concretely, in the sphere of nutrition for example, 19% of all elderly people reported moderate or severe nutritional insecurity (in other words, concern regarding the food supply and managing the food budget, alongside a trend toward reducing the scope of food consumption (p. 229). Or regarding the ability to heat the apartment in winter, for example, 32% of all elderly people reported that they are sometimes (15%), frequently (9%) or always (8%) cold (p. 229). An exhaustive summary of the state of older persons in early September 2003 appeared in the following press report: 15 “Every third elderly person in Israel is in severe economic distress, and lives on an old age allowance and an assured income allowance. ... Many elderly people are in a state of shameful poverty, have difficulty buying medications and paying for dental treatments and medical devices. Many of them live in neglected apartments and are forced to eat in soup kitchens or to receive help from various associations. Many days, they simply eat nothing.” (Regev, 2003). The severity of the Israeli reality becomes clear when we examine the state of the elderly in Israel in comparison to the situations of elderly in other developed countries around the world. In wealthy, social-democratic countries (such as the Netherlands, Denmark, Norway or Sweden), poverty rates among the elderly are less than 10%. In wealthy, industrialized countries (such as Germany, Italy or France), poverty rates are close to 15%. And even in Britain, which has the most capitalist orientation among European countries, the poverty rate among the elderly is under 20% (Forster, 2007).” (pp. 87-89). In conclusion, then, it seems that there is truth to the argument that the elderly in Israel suffer from “distributive injustice” (for an elaboration on this matter, see also Doron, 2005). I now arrive at the central question of my lecture: Do the elderly in Israel suffer – in addition to the distributive injustice – from recognitive injustice as well? My answer 16 to this question is: Yes. The elderly in Israel are not only an exploited class, but a disparaged class as well. They are a disparaged class due to the fact that they suffer – significantly and substantively – from what is called “ageism”, which until not too long ago was closed off and kept out of the social justice dialogue in Israel. Ageism is a term that only recently has become part of the public and research discourse in Israel (Doron, 2013). I would like to refer to things that I recently wrote regarding ageism, in my book “Old Age in Halls of Justice” (Doron, 2012): “Ageism is a complex term, which is not easy to define. One of the key figures in connection with developing the boundaries of the term ageism and defining it is Dr. Robert Butler, formerly the first director of the National Institute on Ageing in the United States. Dr. Butler was the one who conceived the theory behind the concept of ageism (and even coined the term). Butler attempted to construct an operative definition for the term ageism. And indeed, one of the first definitions, known as “Butler and Lewis’s definition” of 1973, defined ageism thus (Butler and Lewis, 1973): Ageism can be seen as a process of systematic stereotyping of and discrimination against people because they are old, just as racism and sexism accomplish this for skin color and gender. Old people are categorized as senile, rigid in thought and manner, old-fashioned in morality and skills [...] Ageism allows the younger generations to see older people as different from 17 themselves, thus they subtly cease to identify with their elders as human beings. This definition by Butler and Lewis received a great deal and variety of criticism, and led to the presentation of alternative definitions (Levin and Levin, 1980). One of the most important approaches that tried to unify the various definitions for ageism states that ageism is, in fact, a “catch-all concept” that includes within it four different and separate elements from a conceptual standpoint: (A) Negative social stereotypes about old age; (B) Social prejudices about the elderly; (C) Personal fear of ageing; (D) Stigmas connected with the elderly. Each one of these elements has a different “scope of application,” but only their comprehensive union enables a worthy conceptualization of the phenomenon (Braithwaite, 2002). More current approaches emphasize the fact that ageism is not only negative, but rather can also be “positive” (over-admiration of the elderly), and it is also possible to identify it at all levels of social functioning: on the personal, family and community level, and on the institutional and policy level (Koren, 2012; Palmore, 1999; Iversen, Larson and Solem, 2009). (p. 35-39). Do older persons suffer from ageism in Israel? There is much evidence to suggest that the answer is yes, and that the older persons in Israel indeed suffer from ageism (for a more lengthy discussion of this subject, see Doron, 2013). In my book Old Age in Halls of Justice I present a string of legal decisions and stories, from which it may be 18 seen how Israeli society – in general, and the legal system – in a concrete manner, are prisoners of a stereotypical – and usually negative – structuring of old age. As an example, I will relate the story of Dr. Kelner, as it was described in my book (Doron, 2012). “Dr. Kelner’s story began in July 2003, when Public Tender No. 342/03 for a doctor in charge (civil aviation) in the Civil Aviation Authority at Ben-Gurion Airport was first published. The tender was published by the Government Service Commission. The process of filling the position was done according to a policy known in the Government Service Commission as the “two circles” policy. According to that policy, there was no age restriction for candidates, and candidates over the age of 65 were permitted to submit their candidacy in the tender – and were known as the “first circle.” However, according to that policy, candidates over the age of 65 were not invited to the examination committee, i.e. the “second circle,” unless a suitable candidate was not found from among those under the age of 65 who participated in the tender. Since an additional candidate, in his 50s, who participated in the aforesaid tender was found to be suitable for the position, Dr. Kelner was not even invited to the examination committee. In effect, his candidacy was not examined on its merits, and no check was performed as to whether, and to what extent, he was better or preferable in his qualifications, characteristics and capabilities, compared with the “younger” candidate who was chosen. 19 ... Dr. Kelner is a man who has already proven his ability to meet challenges, and therefore this time as well he decided not to give up and he contacted the person responsible for tenders at the Government Service Commission many times, by letters and by phone. He demanded that the results of the tender be canceled, since, he claimed, it had been tainted by illegality by harming the principle of equality and by prohibited discrimination between the candidates. When he did not receive substantive responses, on 14 September 2003 Dr. Kelner filed an application with the regional labor court in Tel Aviv to issue a temporary injunction to cancel the tender’s results. Dr. Kelner argued that failing to invite him to appear before the examination committee pursuant to the “two circles” policy means that the process of choosing the winner contravenes the Employment (Equal Opportunities) 5748-1988, since prohibited age discrimination was committed, and that it runs counter to the rules of administrative law, including principle of equality between candidates in a tender. However, the regional labor court dismissed his claim and held that nothing improper had occurred in the state’s conduct in the tender in dispute, and that the circumstances of the matter indicate that there was no violation of equality or prohibited discrimination. Moreover, the regional labor court held that the failure to accept candidates over the age of 65 should be seen as implementing the principle of equality between civil servants, who are obliged to retire 20 on reaching retirement age, and job seekers who are over the age of 65. When his claim was dismissed, Dr. Kelner appealed to the National Labor Court. Here too he was disappointed: In a majority ruling issued by the Hon. President, Judge Steve Adler, the court held that it would not interfere in the regional labor court’s decision, so long as it rules that no prohibited discrimination took place in the tender ... Left with no choice, Dr. Kelner could do nothing but appeal to the Supreme Court, sitting as the High Court of Justice, in order to try and find there what he sought: justice. The panel that decided Dr. Kelner’s matter [before the High Court of Justice] included Justices Rubinstein, Joubran and Alon. Justice Joubran wrote the central ruling. After reviewing the facts, and the legal context, the honorable justice examined what he considered to be the central question, which was that of proportionality: to what extent was, the “two circles” policy, due to which Dr. Kelner’s candidacy was never considered, proportionate and reasonable? The answer that he gives to this question is affirmative, and it is based on two main reasons: The first – the very existence of the Retirement Age Law makes the distinction between candidates on the basis of chronological age a relevant distinction. Or, as the justice stated: First, the distinction between candidates above retirement age and candidates below retirement age is a relevant 21 distinction when we reach the employment sphere. Despite learned opinions stating that the age consideration is irrelevant, since that factor is nothing more than an expression of prejudice and a negative image (Ruth Ben-Israel, Retirement Age in Light of the Principle of Equality Test, Hapraklit, 43(3), pp. 251, 271 (1997)), the regulation in the Retirement Age Law, from its considerations, makes the retirement age a relevant factor. The second – accepting Dr. Kelner’s appeal would harm the equality between existing employees, who are obliged to retire at age 67, and those who have already retired, and can return to work by submitting their candidacy to tenders. Or, as the justice stated: Second, an examination of proportionality should address the entire range of equality groups that are influenced from the “two circles” arrangement. Therefore, the group of candidates such as the appellant, whose age is above retirement age, should be compared to two reference groups – the first is the group of candidates below retirement age, and the second is the group of employees at the Civil Aviation Authority who, on reaching the retirement age, are obligated to retire. This led to the inevitable conclusion according to him that: Even if, in the appellants’ view, it would have been possible to choose a better solution, which brings about 22 another balance between the two reference groups, the authority possessed a “range of reasonableness” that enables choosing one alternative from among a number of possibilities. In other words, at the end of the day, the Supreme Court dismissed Dr. Kelner’s claim and confirmed the younger candidate’s winning the position.” In my humble opinion, the High Court of Justice’s decision in this affair is one example (among many) of ageism. As I explain in my book: “The obligation to cease working solely due to reaching a certain age creates a sense of a lack of belonging to the general society, a lack of creativity and a decrease in self-worth. Retiring from work has negative personal-emotional and social implications. In many cases, a person who retires from his job due to his advanced age feels that he is no longer partner to society’s creative system. He feels that he has been stripped of the satisfaction in work, of the satisfaction in being remunerated for his labor. This feeling grows stronger also due to the regard of society, which often relates to him as an “old person” who has no more utility. Matters are more severe in our day, when the average lifespan has increased and a person’s health is maintained even at advanced ages. As a result, the number of years that an older person, strong in body and spirit, is forced, despite his unique qualities, to retire from his activity in the labor market and to look on, frequently in frustration, at the active stream of life in which he can 23 no longer take part, has increased. (High Court of Justice 104/87 Dr. Naomi Nevo v. National Labor Court Judgment 44(4), 749, pp. 755-756.) Beyond its being discriminatory based on age, presenting the demand to retire on reaching the chronological age is a generalization that reflects a negative image vis-à-vis the worker at an advanced age, and expresses a prejudice according to which the worker at that age loses his functioning ability. It reflects a social construct – without empirical foundation – and according to which older persons, solely due to their chronological age – are unfit to work by the very fact of their being older people. Of course, that assumption completely ignores the fact that there are many people age 67+ who are strong and healthy – no less, and occasionally even more so – than those younger than they, and it ignores a broad body of gerontological knowledge, according to which chronological age – in and of itself – is an unsuitable scientific predictor, and insufficient for assessing a the person’s individual functional, mental and health state.” I could give many additional examples, but I will suffice by stating that there is currently an accumulated body of evidence for the argument that the older population in Israel suffer from a recognitive injustice, and that they are a class that Professor Fraser would call a “bivalent collective” that also suffers from exploitation and from disparagement. 24 Part IV: What Kind of “Social Justice” Do Older Persons in Israel Need? The Need for Changing the Focus from Redistributive Remedy to Recognitive Remedy In this final part of the lecture I will seek not only to analyze the reality but also to propose solutions. In the earlier parts of the lecture I tried to show that, looking ahead, the group of older persons is going to be a significant and important group in Israeli society. I also tried to show that, pursuant to Nancy Fraser’s model, older persons in Israel suffer not only from distributive injustice but no less importantly they also suffer from symbloic injustice, and they suffer from disparagement and humiliation in the public space in Israel. In my humble opinion, the social policy solutions that have been adopted until now in Israel in the sphere of social justice in old age have focused on aspects of affirmative remedy of the distributive injustice. Creating a social security system that is based on old age and survivor allowances alongside old age assured income systems; adding social nursing care social insurance in the community, alongside allocating resources to financing institutional frameworks for nursing care and mentally frail elderly; or creating a range of economic discounts and benefits for “senior citizens” – all these always focused on an attempt to redistribute revenues in a manner that would “correct” the injustice of the elderly poor. 25 On the other hand, thus far no effective, significant action, done as part of a coherent and clear social policy, that aimed to contend with the symbolic and culturalrecognition injustice of older persons, has been tried. Quite the opposite: Social policy increased and emphasized the aspects of weakness, illness and disability of older persons in Israel, and in so doing, in effect, reflected and bolstered the disparagement and the humiliation from which older persons suffer. I have previously argued at length (Doron and Shay, 2010) that: “For years, the discourse and the dialogue in the old age policy sphere has been characterized by focusing on the characteristics of the needs and the weaknesses of the older population in Israel. These discussions usually focused on older persons being poor, ill, needy, exposed to abuse, etc. Focusing on the dimensions of weakness and social structuring of older persons as helpless or as people needing other people’s help in making the decisions that are related to their lifestyle enabled the State of Israel -- ... --- to base the social policy that is, in effect, grounded on a combination of objection and abandonment. The result of this state of affairs is that even now the discourse in the sphere of older persons’ rights places almost no emphasis and weight on the aspects of older persons’ power and strength, and on the inherent potential in this population for continued activity and contribution to society and to the community, alongside the right of older persons to continue taking an active, participatory and contributing 26 part in the life of society and the community in Israel.” (p. 249) Therefore, on the policy recommendations level, I believe that the necessary recommendation stemming from the realization that in the sphere of social justice for older persons, the focus should be shifted from the “wellknown failure” of redistributive justice to the “unknown failure” of recognitive justice, is that social policy regarding ageing in Israel should be changed. How can this be done? I will reiterate the proposed policy principle that I (along with additional partners) previously suggested (Doron and Shay, 2010). The proposal attempts to integrate redistributive remedy with recognitive remedy, by enshrining the following principles (ibid., pp. 263-267): 1. The Right to Active Ageing and to Substantive Citizenship in Ageing: The right of older persons in Israel to continue living an active life as they age. Within this context, the right of older persons in Israel to continue working, volunteering, being partners in the decision-making circles, and to be considered a substantive, contributory and important part in the circle of economic-socialpolitical life in Israel. Older persons in Israel are citizens – in the substantive meaning of the word – of Israeli society. They have the right to have their voice heard and taken into 27 account in any processing of policymaking and decisionmaking relating to their rights and interests. Within this context, the state has an obligation to remove barriers and failures – such as discriminatory or prohibitive regulations – that prevent older persons in Israel from continuing to be considered citizens who are partners to processes that determine the future of the country, society and the community. The state is obligated to implement effective measures that will not only enable but also encourage older persons in Israel to continue taking an active part in society and in the community, and to be partners in shaping cultural and societal life. Within this context, resources should be invested, and frameworks created, that provide information and services that enable and encourage the fulfillment of substantive citizenship of older persons in Israel. In order to realize these values we must work to create and to legislate a completely new law (which, for the sake of convenience only, will hereinafter be called the Senior Citizens’ Rights Law), which will completely supplant and annul the current Senior Citizens Law. This new law, which will be drawn from existing legal models, such as the US model that is enshrined in the Older Americans Act, will work as follows: An organizational and governmental framework will be created and enshrined in new primary legislation that: 28 Will be responsible for the entire sphere of promoting rights, developing social programs and encouraging the advancing of knowledge and research in everything related to senior citizens in Israel; Will pool and or be responsible for coordinating the entire range of existing and future services that are provided to senior citizens in Israel; Will represent and reflect the interests of the senior citizen population in Israel before the government and the Knesset, and will take an active part in all decision-making processes in the Knesset, in government ministries, in local authorities and in public bodies that are connected with senior citizen matters; Will actively work to educate and to advocate publicly to change the social construct of ageing in Israel; Will enshrine in primary legislation the state’s obligation to make a suitable allocation of resources that will enable implementation of the social policy details in this document. 2. The Right to Equality, Accessibility and AntiDiscrimination in Ageing: Older persons in Israel have the right to enjoy equal regard in the range of social and other services that are provided by the state and by other public authorities; 29 Older persons have the right to expect proactive measures will be taken, including in the spheres of education, professional training, supervision and enforcement, to prevent discrimination against older persons by public authorities and both public and private bodies; Older persons in Israel have the right to expect that the physical surroundings and the environment in Israel will be shaped in a manner that will provide them with complete and safe accessibility, and with the ability to enjoy and use them, and that the range of services will be accessible to them from a physical, transportation and other standpoint. The right to equality in ageing requires special regard to the lack of equality in connection with subgroups among the population of older persons in Israel. Thus, for example, gender deserves special attention in order to create equality between women and men in their old age. Within this context, it is worth to completely eliminate gaps that currently exist in Israel between women and men in contexts such as retirement age, the rights of widowers and widows, rights to an employment pension, etc. In order to realize the rights detailed in this section, a statutory authority should be created (whether as part of the new Senior Citizens’ Rights Law or within the context of existing legislation), that would serve as 30 the “senior citizens’ ombudsman.” This authority would possess resources and statutory authority for public education and information, and would possess authority and resources for oversight and for enforcement of the entire body of arrangements – existing and future – whose purpose is to ensure the rights to equality, accessibility and anti-discrimination detailed above. 3. Social Rights in Ageing: Older persons in Israel have the right to enjoy basic social rights. These rights, which have previously been reviewed many times, should be enshrined and granted not out of benevolence or need, but rather out of a sense of recognition of human dignity, social solidarity, and from recognizing the connection that is between creating an infrastructure for dignified human existence and the ability to enjoy an active and successful life and old age. Within this context, the call must be repeated to enshrine rights in the social security sphere (both regarding old age allowances and the right to an employment pension), health (both regarding the inclusion of long-term nursing care as part of a national health insurance law, and as pertains to enhancing and improving preventive medicine and public health), the right to work, the right to housing, the right to age in the community, the right to education and other rights. 31 4. The Right to Information, Representation and Access to the Justice and Legal System: Older persons in Israel have the right to receive, and it is the state’s obligation to create and to establish, a system of knowledge and information services, advice and representation regarding their legal rights (whether within the context of amending existing laws, such as the Legal Aid Law 5732-1972, or within the framework of new laws), as well as by defining the obligation to allocate suitable resources for establishing nongovernmental rights organizations that will provide a wealth of legal information, advisory and representation services to senior citizens in Israel. 5. The Right to Respect, Personal Freedom, Autonomy and Decision-Making while Ageing: Older persons have the right to continue having their independence, their personal freedom and their right to autonomy respected, even in situations of illness, disability, choosing a lifestyle with a dimension of personal risk, and in end of life situations, including a desire not to extend life artificially or a desire to die outside of an institutional framework. Within the context of fulfilling this right, a number of new directions for action should be taken, such as: 32 Far-reaching legislative reform in the existing protective welfare laws, so far as they relate to the population of older persons. Concretely, the provisions of the Safety for Protected Persons Law 5726-1966 and the Legal Capacity and Guardianship Law 5722-1962 should be abolished and/or fundamentally changed, as pertains to authority and possibility to impose treatment, intervention or guardianship on older persons against their will and unnecessarily; New laws should be passed, existing statutory and formal frameworks and tools should be amended and bolstered, that will, as much as possible, enable older persons to continue controlling their lives even in cases of a loss of capacity and/or lucidity and/or even after death, through legal planning and prevention tools, such as power of attorney – in the property and health sphere – advance directives, wills and other legal documents and tools. Concretely, in this connection the Agency Law 5725-1965 should be amended, in such a manner as to enable, in a detailed way, the granting of continuing power of attorney in the economic sphere; and action should be taken to implement and improve the Terminally Ill Patient Law 5766-2005, in such a manner that it is indeed implemented and will also be relevant for older persons suffering from prolonged chronic illnesses. The normative frameworks that oversee and regulate the institutional system for older persons in Israel (such as the host of regulations relating to hostels for older person by virtue of the Hostels Supervision Law 33 5725-1965) should be changed, from frameworks that focus on paternalistic aspects – i.e. that protect and grant authority to the professional staff – to frameworks that focus on older persons’ autonomy and freedom of choice – i.e. that empower and grant standing and power to the older persons who reside and live in these frameworks – to shape their lives and to choose the manner and content of the services that they will receive. Concluding Remarks: On the Connection between the Lecture and Dr. Arnulf M. Pins I would like to conclude my lecture by attempting to connect it back with the identity of the man in whose honor it was presented: Dr. Arnulf M. Pins, of blessed memory. As already mentioned, I did not personally know Dr. Pins. However, while preparing this lecture I read about him. It seems to me, with all due respect, that my lecture today connects well with his personality and his personal vision, in a number of contexts. First, Dr. Pins believed in the connection between the field and academia. In his personal activity he combined many years of practical work in the field with a close connection with academic research. In this lecture, too, I attempted to underscore how empirical academic research is fundamentally connected with practical work in the field. Policy in the field of social justice in ageing cannot be developed without grounding it in empirical information and research. Data about poverty levels in old age, the reasons for the poverty, alongside empirical 34 aspects of the social structure of ageing, cannot exist detached from the activity of the welfare systems, and the manner in which those systems shape the services that they provide to older persons. On the other hand, social policy cannot be shaped without listening, paying attention, and the true cooperation – through work in the field – of the people with whom we work and come into contact, in this case: the population of older persons. Second, from the impression I gained from reading his resume, it appears that Dr. Pins was an idealist, and that he believed in the place of values and ideals in the sphere of knowledge and engaging in social work. The pattern of his activity in academia and in the field expressed a deep commitment to social justice and to a belief that it is possible to effect changes in human society in order to make it more just and fitting. He believed that social work, and social workers, have a social mission, and that they have the ability and the means to cause Israeli society to become a more just and fairer environment, in a way that will ensure for every person the freedom and the ability to fulfill himself or herself in a complete manner. Therefore, I would like to believe that in the message that I tried to get across in my lecture, that it is fitting and possible to promote social justice for older persons – and not just through remedying the distributive injustice, but rather also through contending with and remedying the cultural and symbolic injustices – I answered the ideal and the vision in which Dr. Pins believed. I would again 35 like to thank his family and The Hebrew University of Jerusalem School of Social Work and Social Welfare, for granting me the honor and the possibility of delivering these words. Sources Brodsky J., Shnoor J. and Be'er S. (2011). Elderly in Israel, Statistical Abstract 2010. Jerusalem: Eshel. Doron, A. (1995). In Favor of Universalism: The Challenges of Social Policy in Israel. Jerusalem: Magnes. Doron, I. (2005). Law, Morality and Ageing: Failures in the Legal Coping with the Phenomenon of Poverty in Old Age in Israel. From Y. Brick (Ed.), Ageing on the Poverty Line (pp. 103-145). Jerusalem: Eshel. Doron, I. (2007). Demographic, social change and equality. In H. Meenan, (Ed.), Equality Law in an Enlarged European Union (pp. 117-144). Cambridge: Cambridge University Press. Doron, I. (2012). Ageing in Halls of Justice. Tel Aviv: Resling. Doron, I. (Ed.) (2013). Ageism in Israeli Society. Jerusalem: Van Leer. 36 Doron I. and Shay, C. (2010). Ageism, Neglect and Abandonment: On the Need for an Alternative Social Policy in the Sphere of Ageing. From H. Katz and A. Tzfadia (Eds.), Abandoning State, Surveillancing State: Social Policy in Israel 1985-2008 (pp. 249-270). Tel Aviv: Resling. Fraser, N. (1995). From Redistribution to Recognition? Dilemmas of Justice in a ‘Post-Socialist’ Age. New Left Review, 212 (1995), (pp. 68–94). 37
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