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Education and Poverty

Julia Preece, National University of Lesotho
(Extracts from Convergence article 2006)


 
Introduction
Poverty can be both a consequence of, and contributory factor to, educational exclusion.  This paper argues that poverty and exclusion are multi-dimensional.  They require a multi-sectoral and multi-level approach in education if the most vulnerable sectors of society are to benefit from initiatives to turn exclusion into inclusion. This paper also argues, however, that not all education contributes to poverty reduction.  In order to demonstrate and explain my argument I outline the multi-dimensional nature of poverty, followed by some evidence of the relationship between poverty and marginalised social groups and how the consequences of poverty create a continuous cycle of educational disadvantage.  I conclude by proposing some factors that need to be in place to maximise those positive consequences.  I use the term ‘reduction’ rather than ‘eradication’ deliberately.  This is because education alone cannot eradicate poverty.  It is one factor in a highly complex matrix of global influences.  Before I move to definitions, however, let us look at some statistics that highlight the link between poverty and education.

The global picture
The global picture of poverty is usually portrayed by statistical performance indicators.  So, for instance absolute poverty is calculated at living on less than $1 a day.  In terms of education, Sub Saharan Africa is cited as having only 55% of primary school enrolment compared with the world average of 90%.   Women and girls suffer disproportionately in these statistics.  Of the 104 million children age 6-11 not in school, 60 million are girls.  At least 100 million girls will drop out of education before completing primary school. 
The dominant discourse builds up a global image of poor countries and what constitutes poverty, thus denying the underlying causes of poverty such as unfair trade practices, unequal power relations.  Development, defined primarily in terms of poverty reduction, is a discourse that is consequently measured through the above statistics. Initiatives to address poverty relate to these performance indicators and reflect the focus of the Millennium Development Goals (MDGs). 
In spite of these dominant discourses, it is now commonly recognised that poverty is more complex than these stark figures portray.  And, this paper argues, the contribution of education is not so straight forward as simple enrolment figures may indicate. 

Poverty as multidimensional
Poverty has multiple definitions and multiple ways of expressing itself.  The United Nations Development Programme (UNDP 2002) describes poverty in terms of income, capability and participation, recognising that poverty leads to trauma, powerlessness and shame, amongst other things. Other definitions of poverty also tend to reject the notion that poverty is simply associated with income.  It may involve lack of self-determination, self-esteem and participatory democracy (Sen 1999).  
Drawing on these various perspectives, we can draw up a typology of poverty dimensions that Sen has characterised as ‘unfreedoms’. 

Capability poverty
Sen (1999) conceptualised economic deprivation as an absence of freedom to participate in economic life.  This includes a deprivation in the range of things people can do, the knowledge and skills needed to act independently for productivity or personal welfare consumption.   Poor education and knowledge about how to challenge inequitable systems perpetuate exclusion and isolation.  This capability ‘unfreedom’ creates a dependency role for people who are then locked into a vicious cycle of low skills that prevent better paid employment, thus perpetuating the cycle of need for the next generation.

Participatory poverty
Complementary to capability poverty are the more subjective renderings of participation and experiences of deprivation.  Participatory poverty refers to deprivation in the range of things people can be  including participation in social life and inclusion in decision making processes (UNDP 2002).  This form of poverty can be interpreted as both an internalisation process and an externally imposed status.  For instance, women’s work is often not recorded, and they are often excluded from decisions that could affect their ability to participate in development priorities (Sweetman 2002).

Consequential poverty
In contrast to these poverty concepts of a relationship between the individual’s perceived needs and deprivation, consequential poverty as described here is the result of deliberate human and political interventions on the natural or social environment.  The harmful effects can produce participation, income or capability poverty.  The most common structures and systems that create poverty are exploitation of labour, national debts, war and conflict, and the environment.  Such systems are usually stimulated by a political or economically motivated reluctance to safeguard against exploitation. 

Poverty and marginalised groups
Whilst some nations are more vulnerable to poverty than others, certain social groups are more likely to remain poor across the world.  They include women, people with disabilities, migrants and asylum seekers, people living with ill health.  Of the 534 million working poor, sixty per cent or more are women in the informal economy.  They are the ones who face social discrimination to prevent them from attending school, working for wages and taking part in civic life (EFA Global Monitoring Report 2003).
DFID (2000) also claims that only one or two per cent of children with disabilities receive education.  When this level of education translates into adults who may be educated enough to sustain themselves, the prospects for adults who acquired their disability in childhood are meagre. 
Documentation about migrants and ethnic minorities generally also confirms that they experience social and economic disadvantage through poor quality housing, care and hostile environments (Robinson and Reeve 2006). 

The cycle of poverty and educational disadvantage
The right to education is recognised by international declarations such as Article 13 of the International Covenant on Economic Social and Cultural Rights (UNESCO 2003).  So wherever the right to education is denied, this becomes a social justice issue, which affects people’s life chances in a multidimensional way.  Poverty reduces educational attainment, which in turn reduces the opportunity to escape from poverty.
In many instances children from poor families are taken out of school in order to earn a wage on farms or in family enterprises (Ramachandran 2003).  Girls are pulled out of school to look after siblings; girls and boys are also used for child labour to contribute to the family income.  Families that are poor cannot afford textbooks and clothes or school uniforms.  Poor, rural communities may not even have access to secondary schooling.  People who are poor cannot afford either to pay for or to take time out to update their education.  This makes them uncompetitive in the labour market, and thus creates a vicious cycle of low wages due to poor qualifications.  Less educated households are less productive, get lower paying jobs, and therefore remain below the poverty line.  Even when poor children do attend school they are often hungry, resulting in impeded concentration and learning (Haller 2002). 
When additional costs, such as the shared costs of disability, are required, whole families are affected.  The need for assistance in their daily lives means that most disabled people experience social exclusion as a result of practicalities and attitudes towards them and their needs. 
Education per se, however, is not necessarily the proclaimed panacea that the MDGs indicate.  There is evidence to suggest that some education may do little to enhance people’s life chances, especially if they are already poor. 

Negative and positive educational practices
The following table delineates some differences between positive and negative educational practices in relation to the four dimensions of poverty as outlined in this paper.
(Please, see the table 1 in the attached document)

Negative education
In some countries it is inadequately developed education that produces capability and participatory poverty.  In other cases the nature of the education process itself can reproduce poverty circumstances for certain social groups.  One indicator of this is the potential contradiction in schooling systems where an educational emphasis on skills and individualism, can fail to address the issue of inequality itself.  Further, and particularly for people living in rural areas of developing countries, the formal knowledge taught in school is often irrelevant to people’s daily lives.  Resources, including teachers and facilities, are insufficient in number and quality, and even the school year calendar precludes participation when it clashes with rural workloads.
Education can also be a tool for empowerment and building capacity and capability to challenge inequalities.  Some positive examples follow.

Positive education
Participatory poverty issues are likely to be addressed most effectively with participatory education which raises awareness of rights, responsibilities and potential for change.  Models of addressing participatory poverty involve inclusive education practices and reflection-action processes, usually in informal or non-formal settings.  Their shared educational approach is a mixture of informal, collectively supportive environments where awareness is raised about the structures around them that contribute to their disempowerment. 

Other factors that need to be in place
One poverty reduction approach does not fit all situations.  Nevertheless there seem to be some universal principles that engender a conducive environment for education opportunities that contribute to poverty reduction.  These include partnerships and bottom up decision making, networking, reaching people in their natural surroundings, consultation, face to face contact, social mobilisation, advocacy and community leadership, learner support, and adequate follow up
The most successful environments for holistic, multisectoral approaches are usually supported by institutional legal frameworks and facilitating mechanisms, such as an Education Act, Education Encouragement Fund, relevant basic education curriculum, and a country comprehensive poverty reduction and growth strategy (UNESCO 2002: 37-43).  Donors, too, need to be sensitised to the benefits of this kind of work. 
Successful strategies rarely focus on a narrowly defined skills agenda alone.  They usually adopt context specific and culturally sensitive curricula which draw on indigenous knowledge and practices as a starting point for enhancing literacy and numeracy skills, for instance. 
While
education has been seen by many national governments as a major tool for tackling poverty and social exclusion, there is evidence that the underlying factors involved are much broader and deeper than is often understood by policy-makers and that any one area of social policy is unlikely, by itself, to be able to address the problem.  Policy makers are urged to consider the combined consequences of policies rather than see them as isolated strategies.
 


Table 1

Category

Negative education

Positive education

Income poverty

Relative: in relation to average values or compared to richest groups within particular society

-          Access to TV

-          Car ownership

-          House ownership

-          On benefits

-          Low wages

Absolute: according to absolute figures

 -     Life expectancy rates

-          Literacy levels

-          Living on $1 a day

-          Mortality rates

Effect of poor attitudes to education

Effect of media education promoting individualism and materialism

Low adult education opportunities for 2nd chance or upskilling

Low post basic education opportunities

Better values education, Education for sharing and consideration of other’s needs

Literacy second models

Lifelong and lifewide education

Consciousness raising regarding wage levels

 

Capability

(Sen)

deprivation in the range of things people can do – knowledge and skills for participation in economic life

-          vocational skills

-          management skills

-          financial skills

-          technology skills

-          business knowledge

-          access to loans/credit

-          skills updating opportunities

-          trade agreements

Effect of inadequate schooling for skills and citizenship values

Inadequate curriculum for labour market

Lack of attention to adult education theory in community dissemination programmes

Limited non formal/informal education and teacher training

Positive critical citizenship education throughout life

Community based education

Enterprise education

Transformative education

Training informal/non formal educators

 

Participatory

(Sen)

deprivation in range of things people can be – participation in social life, inclusion in decision making processes

-          community committees

-          cultural activities

-          public meetings

-          development committees

-          voting

-          consultation procedures

-          political representation

 - Subjective /identity formation

(Brown, SDA), recognition of sense of self

-          social class status, refugee,

-          gender, race, disability status

-          ‘untouchable’ status

-          confidence/self esteem

Effect of non democratic schooling

Lack of education for democracy

Exclusion of pregnant girls

Low educational expectations of people with disability, girls, low castes

Non use of mother tongue

Potential to redress imbalances through community education

Positive role modelling

Inclusive education practices

2nd chance education

Democratic education

Rights education

Lifelong/life wide education

Politician awareness training in participatory management and change

Use of mother tongue in teaching

Drawing on theories of power and development to critique life opportunities

 

Consequential poverty

Health

-      HIV/AIDS

-      malnutrition

-      malaria

Environment

-          overmining of minerals

-          land overgrazing

-          pollution

War

-          military invasion

-          civil war

Natural disaster

-          earthquake

-          flood

Gender discrimination

-          violence against women

-          sexual control & harassment

-          rights control & access

-          media representation

Absence of education for awareness/empowerment

Education that promotes profit and individualism before sustainability

Colonialist education

Education that privileges a select minority

Education that promotes the status quo

Appropriate curriculum, Education for sustainable development – health, peace education etc

Provision of training for monitoring disaster zones, Technology education

Multisectoral approaches to lifeskills training

Consciousness raising education

 

 

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