Strategy, democracy and the GS election

UCU General Secretary-incumbent Jo Grady has made a number of claims in her election campaign.

In particular, she says that were she re-elected she would treat her strategy, as outlined in her manifesto, as being ‘endorsed’ by members, and expect all members of the union, including elected members of the NEC, to follow it.

This is profoundly undemocratic for obvious reasons.

Strategy

The first problem with her approach is that the strategy itself cannot work. Any industrial strategy based on a limited industrial action programme set in advance is certain to fail simply because the employers will change their response depending on what the union does! The saying “no plan survives contact with the enemy” is attributed to Moltke the Elder, a German WWI general, but the point is well made.

You don’t need to look very far to see obvious examples. The strength of the Marking and Assessment Boycott (MAB) in 2022 and the early part of 2023 lay in the fact that the employers did not know who was participating and therefore how to respond. On the other hand, the weakness of the MAB in 2023 came from the paralysis at the top of the union as Jo Grady and her supporters left members to hang out to dry over the summer.

Jo Grady herself had to abandon her ‘build now, fight later’ strategy in the summer of 2022 when rising inflation propelled members to support the #ucuRISING campaign.

Changing economic circumstances meant that it was politically unsustainable to advocate such an approach, and instead she had to call for members to vote to take action over pay. But she had no plan to follow through. She bypassed elected negotiations, agreed to stop negotiations over pay with the employers and tried to divert negotiations onto pay-related matters at ACAS.

Despite the rhetoric, Jo Grady has no militant strategy to defend our sectors. But worse, as a top-down leader who sees members’ industrial action as a walk-on-part in stage-managed actions, she struggles to adapt her strategy to face new challenges, such as the current employers’ offensive over jobs and conditions in HE. Moreover, it is profoundly mistaken to see industrial militancy as something which can be turned on and off like a tap. Union members will take action when they are confident they have a union leadership which listens regularly to members and which is capable of following a consistent industrial action strategy. But Jo Grady’s tenure of the General Secretaryship has been marked by stop-start inconsistency and demotivation of members.

Democracy

The second problem with her approach is that it is undemocratic. Trade union democracy is far more developed than Westminster elections: elections take place annually, replacing half of the executive committees each time, and policies made at national union conferences are binding on the executive.

In our union the rule is simple: members make policy decisions, and executive committees carry them out. This rule applies to union branches and to the national executive committee structure of our union. Congress is binding on NEC and HE and FE Sector Conference resolutions are binding on HEC and FEC. Rule 18.1 says

18.1 The National Executive Committee shall be the principal executive committee of the Union, and shall be responsible for the execution of policy and the conduct of the general business of the Union between meetings of National Congress, and shall abide by decisions passed at National Congress, subject to the Rules. The HEC and FEC shall abide by and implement the decisions passed by their respective Sector Conferences.

By contrast, governing parties in Westminster make decisions in cabinet. In some cases, parties impose policies that were never in their manifestos. Famously, in 1997, following a landslide election, Tony Blair introduced £1,000 university tuition fees, in order to begin a process of marketisation of Higher Education, a proposal entirely absent from the Labour Party manifesto. One can point to numerous other examples!

What Jo Grady is demanding is a centralisation of power around her manifesto that is incompatible with the rules of the union. If she and her supporters wished to make her proposals they would be obliged to win a vote in a quorate union branch meeting, put the motion to Congress or Conference, and then win a vote in those meetings. She wants to bypass both members and debate.

The General Secretary has tried to impose her strategy on the union three times already, and whenever it has been put to a vote, she has lost heavily. Now she is trying to wrap it up in the mantle of her GS election campaign.

But a small proportion of members tend to vote in this election, and they do so by choosing between candidates, not detailed strategy documents. Her strategy has no popular support, hence her attempt to present a vote for her as a vote for her strategy.

If you have not voted yet in the elections, please do vote!

What is increasingly at stake in this GS election is not just a vote for different candidates, but a vote for the future of our union as a democratic and effective union..

Do we want a member-led union which builds on the best of our democratic processes, where the General Secretary does what members tell her to do? Or do we want a union where democracy is reversed, and the members are expected to do what the General Secretary wants?

The alternative

We need to face up to the reality of industrial relations in post-16 education. The days of partnership with management and quiet words in the ear of the Head of Personnel have long gone — if they ever existed. Vice Chancellors want to see “blood on the carpet” and a weakening of our union. They have shown they don’t care about students or the quality of their degree teaching or marking. Most Further Education principals don’t implement national pay offers.

Our pay and conditions are under assault by university and college employers thanks to increasing inflation on top of a toxic combination of market competition, division, and a race to the bottom.

We should not underestimate divide and rule. Not every member is made redundant simultaneously. Some may be prepared to take voluntary redundancy if they don’t see a prospect for a fightback. Not every member takes part in industrial action at the moment.

We need to develop a culture in our union which encourages members to meet together, stick together and participate in strikes together.

To defend our jobs and rates of pay, we must organise members at the grassroots of the union and build members’ confidence to take action. Crucially, this means being honest. It means not abandoning them when the chips are down. Our members need a leadership who will support them when they resist. This means following through on decisions when they are made, like reballoting over the summer.

We have to rebuild UK-wide disputes because otherwise we are forced into fighting over what every individual employer tells us they can afford. Our employers will plead poverty. This is a recipe for a Hobson’s Choice between jobs and pay. HE will become more like FE just as our FE colleagues are attempting to get national pay bargaining back on the agenda.

Nothing argued here is “against strategy”: rather UCU Left is opposed to counterposing the idea of a strategy to the task of real-world organising. In fact, a serious industrial strategy means organising to fight on the terrain where the employers are weak and we are strong. It means, for example, preparing the political ground for industrial action, such as targeting professional bodies accrediting courses before a MAB.

But the best way to guarantee members have confidence in an industrial strategy is simply this: they themselves must be part of developing it in practice under the changing conditions of the struggle.

This means increasing democracy. We need members to have democratic control of strike action and MABs, continually day-by-day, week-by-week, through the development of strike committees in branches, and, in national disputes, linked up UK-wide.

The basic principle that members who take action should control that action is unanswerable.

But this is not just a moral imperative. We should never underestimate our strength.

As a group of workers, we are immensely strong. Other people can’t easily teach our courses or mark our students’ work. If we increase participation in our action, we can be more solid and effective still. That is why the HE employers pulled out all the stops to try to break our action last summer, risking their public reputations and their wider employment relations with staff. It is why FE employers pay better levels of pay to members in better organised and more militant branches.

But for members to have confidence in collective action they need to control it.

In a truly member-led union, democracy and strategy go hand in hand.

What happened to the ‘national’ FE dispute?

Westminster Kingsway picket line 2023

Last week saw UCU members in FE on strike over pay, workload and national binding bargaining (i.e. a pay rise that is paid to every branch). The strikes were well supported with large, vibrant pickets – many members were out for the first time. Billed as a national ‘Respect FE’ campaign members were initially excited to be on the offensive, but the campaign failed to provide this national fightback. What happened?

In March, an aggregated consultative ballot led to a historic result – a 51% turnout with a resounding 87% YES vote for national action. Members were angry. Pay, in real terms, has declined 35% since 2009, staff are increasingly ground down by unmanageable workloads and micro-management. A quarter of teachers leave within their first year, and two thirds of current staff would leave the sector if they could. FE is in crisis and a fightback is more urgent than ever.

For the first time since incorporation in 1993, when colleges severed their links from local government and became individual entities, the threat of national action brought the possibility of regaining national binding bargaining. In the national pay talks in June, the Association of Colleges (the body that represents the FE employers) agreed to ‘exploratory’ talks.

However, this opportunity was squandered. In March nearly 150 branches were balloted, by the statutory ballot in late August only 88 branches were. This ballot was held at a time when FE staff are incredibly busy with the start of term and enrolling students. 13 branches were pulled out during the ballot as they reached below inflation pay deals. By the end of the ballot period, only 32 branches beat the anti-trade union 50% threshold. The national leverage UCU had, was gone.

So how did this ‘national’ campaign start to fall apart?

According to the General Secretary Jo Grady and her team it was for three main reasons. First, the AoC recommendation of 6.5% in September was timed to undermine the vote. Second, that pay was the most important issue for members and that national binding bargaining wasn’t resonating with them. Third, that branches were not ready for strike action. We do not agree with that assessment and instead argue it was due to a lack of leadership and a flawed understanding of how to build a successful national campaign.

At the Respect FE Rally held on the first day of strike action (where no striking worker was on the platform of 7 speakers) the GS argued we needed to win 100% of our members to the arguments and that’s where we now needed to focus our attention. However, rarely is a strike supported by 100% – it only requires a majority of members. Action taken by some can then provide confidence to others.

Moreover, despite publicly supporting the national campaign, almost half of the Further Education Committee didn’t even participate in the ballot. In some of these branches, they had beat the 50% threshold, but still they settled for local deals well below inflation without firing a shot. This sent a clear message that the priority was local branch deals rather than fighting to level up the whole sector and make sure no branch was left behind.

Before the consultative ballot and throughout this campaign, there has been a call by some within the national FE leadership and within some branches to maintain and respect local branch autonomy. They argue that the national union can’t “tell branches what to do.” Of course, the national union can never tell members that they have to strike – but they can provide leadership and solidarity that can give branches the confidence to take action and fight for better deals. We would question, what do they want autonomy from? Do they want autonomy from the national union? If so, it begs the question – why are they in a national union at all? A basic principle of trade unionism is our collective national strength. We are much weaker when we fight on a branch by branch basis. The majority of colleges will not even implement the AoC recommendation leaving the majority of our members with a cost of living pay rise. As a union our power lies with our ability to take national action.

It is not surprising that the AoC outmanoeuvred UCU with their pay offer. The national office made little reference to workloads, an issue that is leading many to leave the sector. And they did even less to raise and popularise the idea of a national binding bargaining. Many members still ask what this is despite the 9-month campaign.

The GS openly stated it had been difficult to popularise national binding bargaining as it wasn’t “sexy”. Well, most things in FE trade unionism aren’t “sexy”! But what are members calling for? Not to be left behind school teachers pay deals, which are based on national binding bargaining. Not to be struggling to pay their bills and struggle to have a good standard of living. Not to be working 12+ hours for free due to gruelling workloads.

We need a radical change in UCU’s national industrial strategy within FE. Otherwise, the sector will continue to be left behind and divided with members left alone fighting their individual employers.

Regi Pilling (FE Women’s Rep NEC & UCU Branch Secretary at Westminster Kingsway College)
Alyson James (UCU Branch Chair at Westminster Kingsway College)
Outcheuma Ezekiel (UCU Branch Rep at City and Islington College)

What went wrong with the UCU Rising Campaign?

lobby of UCU HQ in 2018, with 'no capitulation' placards

How the UCU reballot over pay and conditions missed the threshold

The turnout in the reballot, at 42.59%, will be a huge disappointment for every union member who wanted to see a fight over pay and conditions. But a 68.32% vote for strike action, and a 75.57% vote for action short of a strike, shows that tens of thousands of members still wanted to fight.

This is not the end of the campaign. But our union has some hard questions to ask itself.

Did the UCU campaign run out of steam, or did the UCU leadership undermine it? Was there a fundamental problem with UCU’s industrial strategy, or was the strategy that was agreed undermined by inaction and compromising in HQ?

Every success has a thousand parents. But every failure is an orphan.

Let us get one thing straight. Members are not to blame, nor are branch reps. Some may be ‘tired’, but very many are angry and extremely fed up – mainly at the lack of adequate support and the inconsistent leadership from the top of the union.

Many of the members who fought the employers over the USS pension scheme and won are the same members who saw their fight over pay, casualisation, workload and pay gaps frittered away by our union leadership.

We know that the employers can pay staff more – but they don’t want to. On average, universities underspend by about 4% of the pay bill each year. Since 2009, the employers have taken a strategic decision to spend less on staff pay in order to build up surpluses and invest in buildings in their competition to recruit ever more students in the Government’s Tuition Fee Market.

On top of this, from December every pre-92 employer is going to receive a windfall amounting to around 5% of the total pay bill thanks to the fall in USS contributions (won by our members taking weeks of strike action). It’s Christmas all year round for pre-92 Vice Chancellors.

We must not let the post-92 institutions and their leaders off the hook either. Despite additional pressures on recruitment that some post-92s have seen, and the ideological attack on Arts and Humanities from the Conservative Government, many of our post-1992 universities are in good financial shape. There is no justification for the squeeze on pay across the sector. Where the tiny minority of universities plead poverty, why don’t they cut pay and spending on Senior Managers, not on ordinary staff? Why aren’t they vigorously challenging ideological attacks on our subject areas and questioning the broken HE funding model?

Had we won the ballot we could have demanded our share as a national union. Now it looks like we are going to have to put demands on our employers locally. But that risks undermining national pay bargaining. We also have to rebuild the campaign for a new ballot. We have to understand what went wrong to come back stronger for the next round.

The problem is that the resolve that got the fight over the line over USS has not been applied by our union leadership over pay and the other three fights.

The USS campaign won in spite of a wobbling UCU leadership for three connected reasons. First, the 2018 strike which broke the employers’ plan to drive through DC won because it overturned General Secretary Sally Hunt’s plan to fudge a deal. Second, members kept up the fight, with the joint strike action earlier this year keeping the pressure on. This was particularly crucial after the disaster of April 2022, when the leadership organised token strikes (including Reading Week strikes) before the crunch point, and then abruptly called no further action. Third, the political campaign over the valuation (#NoDetriment) coupled with the changes in the financial position of the USS valuation projections due to rising interest rates made it possible to box in the employers and gain an historic victory.

So the problem is not ‘the strategy’, whatever armchair generals might say. The strategy debated at (Special) HE Sector Conferences and the Higher Education Committee has been undermined multiple times. We are facing a bunch of employers highly incentivised to wait out short bursts of action, so if an agreed strategy is not implemented by the leadership, they gain confidence and decline to negotiate. We need to make good on the promises made by the GS in 2022 – to shut down university campuses until we are satisfied we have won, instead of tinkering around the edges with time-bounded action.

Throughout the entire Four Fights campaign this year, members’ determination and organisation was unfortunately not matched by the same resolve at the top. Instead, the General Secretary repeatedly waved the white flag, from ‘the pause’ to foot-dragging over putting strikes back on, repeated e-polls and ballots. The result for ordinary members was confusing. It felt like we were being turned on and off like a tap, with last-minute announcements and late-notice “briefings” – including briefings labelled as Branch Delegate Meetings after reps arrived at them.

The pause was bad enough. The ACAS negotiations went nowhere slowly (yielding a no-strike Terms of Reference for prolonged negotiations, and an offer on the three fights worse than 2019-20), but allowed the employers to harden their position around their ‘final offer’ on pay, while undermining membership control of the strikes. It took members and branches to challenge the repeated consultations and e-polls just to keep the action on. A clearer signal to the employers that the union was divided could not really be imagined.

The silence of the leadership during the summer Marking and Assessment Boycott (MAB) was deafening. Remember that it was the General Secretary’s strategy to delay the MAB until the summer – or at least this is what we were told when indefinite strikes from February were opposed! But there was no planning from the centre, no adequate support and no strategy from the top on how to use the MAB to win a deal.

Questions from branches were batted back to local officers and reps with minimal answers from HQ, and branches had to fight to persuade the union they should and could take strike action to defend members against punitive MAB deductions. Branches had to lobby for an increase in strike pay, instead of there being an open appeal to build up a war chest across the union for MABbing members in advance.

Ordinary members were absolute heroes. Many bravely took the difficult decision to take part in the Marking and Assessment Boycott, face down threats of massive pay deductions, have difficult discussions with colleagues and managers, and organise locally to keep going. Others felt massively conflicted but did not take part themselves, some giving hundreds of pounds in donations to support colleagues. All of this participation and solidarity was organised in staff rooms and Zoom and Teams meetings, in departments and between colleges. Unofficial ‘rank and file’ organisation, branches, regions and the Solidarity Movement sustained the MAB while there was near silence from the official union structures.

Thus it was that there was no official Branch Delegate Meeting from the start of the MAB in May until the HEC in August when the General Secretary and the HEC majority planned to call it off. The General Secretary’s supporters on the HEC pushed for a fruitless negotiation with UCEA over reducing the pay deductions, but not over the claim (to her credit, the GS attempted to put pay back on the table). And the summer reballot never happened, leaving members out on a limb.

When the August Branch Delegate Meeting voted for winding down the MAB in the absence of a reballot, and called for strikes at the start of the Autumn Term, it was clear that the ability to apply direct industrial leverage was diminishing. Not surprisingly, given the opportunity, some branches voted to call off the strikes when given the opportunity.

UCU members, reps and activists have been busy building the reballot over the last month. We have had numerous conversations and debates with members. Many members tell us that they are fed up. Some said they won’t vote because of their anger at the leadership. Again and again, the message is the same: we trust our local branch reps, but we don’t trust ‘the leadership’.

Not all branches did miss the threshold, with some reaching 60% by their own count. However, it is clear that there is a great deal of frustration even in those branches at being let down by forces external to the branch. There is a feeling of having policy foisted on them and, worse, that those policies were inconsistent.

Some of that righteous anger is directed at the Left – why did we allow the GS and the union’s HEC majority to undermine the action? The fact is that we tried to stop them! But a small shift in the composition of the HEC following Congress towards the GS-supporting ‘Commons’ and ‘IBL’ factions allowed crucial HEC votes to go the way the GS wanted, including over the negotiation approach and the failure to implement the summer reballot.

This is an unnecessary defeat for our union. In the context of a win over USS, it risks dividing us. We should all beware the argument that ‘members don’t care about pay, equality, workloads or casualisation’. That is clearly wrong – members in pre- and post-92 institutions have just taken part in a massive MAB to try to move the employers over precisely these demands!

Indeed, one of the lessons of this action has been that the employers are prepared to wait out hard-hitting industrial action by the union, particularly if the union appears divided at the top, wherever they think an end-date is in sight, be that the end of a bout of strikes, or the end of a mandate for action. But we also know that some VCs were ready to settle, but UCU’s management of the MAB at the top failed to capitalise on the splits.

Their wait-and see approach was not cost-free for the university employers. The action exposed Vice Chancellors’ priorities starkly. Academic standards could go in the bin. Student complaints might be addressed by warm words, fake degree awards and an occasional bribe – but no reimbursement of tuition fees. The administrative chaos in some institutions at the implementation of the disproportionate and unfair MAB deductions exposed the inability of VCs to prepare. A better-prepared UCU could get universities and professional bodies to commit to academic standards from the start. The inconsistency of deductions across the sector show that employers are not as united as UCEA would have us believe.

The 2022-2023 academic year will go down as the most disrupted in history, with students missing weeks of lectures and many not receiving their results until September or October. If you think like a Vice Chancellor, and view Higher Education as a commodity, this has been a terrible year. It should be no surprise that overseas student recruitment has been negatively affected, alongside a drop in home students who now face 40-year loans thanks to the Conservative Government imposing them on the new intake.

UCU members inflicted a major blow on our Vice Chancellors, and given them a year they will not forget in a hurry. They know that they cannot afford for this to happen again.

The question is, what UCU leadership can deliver the victory that members so dearly deserve? How can we learn the right lessons, understand the weaknesses on the employers’ side and ensure we come back stronger and more effective than ever in the near future?

UCU needs a different kind of leadership. We need to ensure every level of our elected officers and representatives believe our members have the power to change the future of Higher Education for the better — and other sectors too.

We need a GS, Presidential team, and NEC that are committed to democracy through our sovereign structures, to implemented policy efficiently, and to deliver the win our members sorely need on pay and conditions. This is what our UCU Left candidates will do.

— Saira Weiner, LJMU

Keep up the strikes!

Manchester Strike 25/9/23

Our Union, our Disputes, our Sector in Danger

  • Solidarity is the way to rebuild

  • Build the reballot

  • We need to debate the action we need to win

Our Higher Education strikes this week are essential for the future of our union. Every single striker, every day of strike, every protest and every demonstration matters. We need to do our best to ensure that our actions are coordinated and open to everyone.

Activists want to fight. In non-striking branches many members voted to keep up the action. We need to link together (or ‘twin’) non-striking and striking branches. We can build solidarity by fundraising, by delegations visiting picket lines, and by inviting speakers into branch and section meetings.

Solidarity is essential. You would not know this from UCU’s website, but members in some branches, notably Brighton, Queen Mary, Manchester and Liverpool Universities, are suffering from huge deductions from pay. The whole union must rally around those branches. We need to flood the hardest-hit branches with donations (see links above).

Turn our anger into action

The employers are rejoicing at the self-inflicted and unnecessary retreat in the JNCHES dispute led by the General Secretary and her acolytes in the union’s Higher Education Committee (HEC).

What kind of union calls action and then asks branches whether they would like to opt out on the eve of the strike, indeed, when many Scottish universities were already out the door? Whether you were in favour of the strike last week or not, the retreat has done more damage to the union than had we attempted to hold the line and seen members fail to observe it. Unions are nothing without collective action.

UCEA could not believe their luck when the officials incorrectly withdrew strike action notices from Newcastle and London South Bank Universities despite their branches deciding not to opt out. This error flows from the thwarting of member democracy by the leadership of our union, of which #OptOutGate is just the latest example.

But the stakes are too high to allow justified anger at our union leadership to undermine our action. We have to build the action, to show that ordinary members will continue the fight however much our union leaders falter and fail. We need to use the strike wave to build solidarity for members in branches hardest hit by deductions. And we need to carry that fighting spirit into the reballot campaign.

Right now, visibility matters. We need to organise the largest pickets on campus we can, and call on branches that are not on strike to offer both political and practical solidarity. Regional demonstrations and protests, such as Thursday’s protest outside UCEA’s HQ in Central London, are crucial in bolstering members’ confidence.

Inflation has not miraculously evaporated. We have had 11.7% of the value of our pay wiped out in the last two years (August 2021 to 2023, against RPI). Over this period we have lost pay at a rate nearly three times faster than the previous twelve years (August 2009 to 2021), when pay fell by 25%.

Casualisation continues to divide our members by hierarchies of precarity. Had we won this summer, new lecturers and teaching assistants could be starting the term with proper contracts right now. We could be looking at a negotiated settlement with workload and pay gaps treated as a serious sector-wide issue.

We can’t afford to wait. Our members are struggling to pay the bills right now, and we need to fight back.

Meanwhile employers in pre-92 universities are looking greedily at the USS pension scheme to see how they might profit from a union on the back foot.

We have to win the reballot, because the alternative is to invite defeat. In the process we must debate the kind of strategy needed to win.

The employers’ annus horribilis

We need to wipe the fake smiles from VCs’ faces.

The employers have had a terrible year. Our UK-wide strikes took out weeks of teaching. Our UK-wide marking boycott prevented thousands of students graduating and progressing. Meanwhile, tuition fees are frozen while inflation rages. And there was nothing the employers could do.

That is why VC Senior Management Teams have been so brutal in their approach to pay deductions. Some have climbed down, either entirely, to a lower cap or to various methods of self-declaring hours. But others, including Queen Mary and Manchester, are clearly out to make an example of staff.

Nonetheless in all of the chaos right now, we must take stock of what we have actually achieved. We have driven a coach and horses through the Government and VC’s HE market system. To work around the MAB, Vice Chancellors were forced to bypass long-established academic standards and quality control.

Not only was this decision contrary to the statutory Office for Students’ requirements for universities’ Degree Awarding Powers, it is incredibly damaging for UK HE Plc. Vice Chancellors have publicly trashed “the brand” of UK Higher Education in a way not seen since Gerald Ratner memorably described his stores’ products as “crap”.

They are dependent on MABbing staff for our expertise to reinstate this quality control as we mark. And VCs cannot afford for us to do this again.

We know our sacrifices last year did not break the employers. The unfortunate truth is that the militancy and heroism shown by ordinary members was not reflected by a similar resolve in our union leadership. The employers successfully gambled on the hesitations and mistakes of our General Secretary and her supporters on the HEC.

What went wrong?

Every member now cites the failure of the union’s HEC to implement a summer reballot. But that failure was not inevitable: it was the consequence of a sequence of decisions of the HEC, advised by officials reporting to the General Secretary. Since Congress, a small majority of the HEC is held by members of the ‘IBL’ and ‘Commons’ factions.

Branch reps voted at the May Sector Conference for a summer reballot, commencing as soon as possible. This could have been done promptly had the will been there. There was no such delay or controversy for the spring reballot. Why the dithering about the summer one, when members would inevitably be carrying the MAB and the employers would be weighing up the risks of waiting us out?

In fact, procedurally, the process was straightforward. The formal decision lies in the hands of HE officers, and HEC is obliged to implement Sector Conference policy. The one decision that might have been passed to HEC (the precise framing of the ballot) was not a matter of principle requiring a debate at a meeting a month later. In short, had the General Secretary and her supporters not blocked it, the summer reballot could have been set in train soon after Congress at the end of May. Even with as much as six weeks’ preparation and process delay, ballot papers could have been arriving in members’ homes and pigeon holes by mid July.

Even if a decision were delayed until the HEC meeting on 30 June, there was no ground for not treating the implementation of the Sector Conference motion as a formality. Instead the General Secretary insisted that HEC also consider her proposal for a November ballot as if it could be treated as an alternative to implementing the Sector Conference decision. (Deliberately not implementing a Sector Conference decision is against Rule 18.1 of the union’s rulebook.) And then her supporters carried a motion about national negotiations over deductions, filibustered, and the meeting ran out of time.

What last week revealed about what might have been

Last week’s HEC meeting showed two things.

First, HEC meetings can be called very quickly – in 24 hours if required.

Second, there seems to be no legal barrier to stop strike action being called and then stood down branch by branch.

Yet it was unspecific ‘legal advice’ that was used to block the implementation of motion HE5 at April’s Special Sector Conference which called for strike action against pay deductions being called and potentially stood down according to each employer’s response. Friday’s mistakes aside, ‘legal objections’ were not the real impediment to implementing a more militant united and protective approach to the MAB. We could have boxed in the employers from the start, and forced them to concede much more quickly or escalate our action.

We could have brought the dispute to a head and forced negotiations on the national claim.

The point of this review is not to recriminate about the errors of the General Secretary and her supporters. It is to remind ourselves that there was an alternative strategy, one that was agreed by the Sector Conference of our union. This was a strategy which would have united members and could have won the dispute.

Democracy, indefinite action and the alternative strategy

So-called ‘indefinite’ action sounds frightening. But we have just had two years in which very many members took a particular form of UK-wide indefinite action – a marking boycott with no end date.

If we compare what happened in the summers of 2022 and 2023, one fact jumps out.

  • In 2022-23, branches ran their own MAB campaigns. They were compelled to negotiate locally, but that gave them control over their own dispute. The outcome was overwhelmingly positive, with a series of local wins, branches strengthened, and only Queen Mary management imposing deductions for MAB participation.
  • But in 2023-24, branches were left to soldier on with no real say in the dispute. The Special Sector Conference had voted for fortnightly BDMs or (ideally, a national strike committee) to run the MAB. But this was not implemented. The General Secretary and her supporters on the HEC did not want to give up control.

Branches could not negotiate their way out of the MAB individually, but at the same time they had no say over the national dispute. When national negotiators were directed to go and negotiate return of deductions rather than press forward on the national claim there was uproar.

Democratic rank and file control is not an optional extra! That is why regular Branch Delegate Meetings empowered to direct the dispute were a crucial component of the strategy (see motion HE5 above).

Whether we are discussing indefinite strikes like in Brighton, or an indefinite marking boycott, ‘indefinite’ simply means that the members stay out until they win. For this type of action to work, members have to be in control.

Members have to decide what a ‘win’ looks like – not the HEC or the General Secretary.

Where next?

It is unsurprising that right now very many members feel angry about the way the dispute has been conducted. The main part of that anger is the growing realisation that the so-called leadership, the GS and the majority of the HEC, simply failed to lead.

The MAB applied huge leverage and pressure to the employers, but the failure to trigger the reballot meant the employers could decide to wait us out.

But there was an alternative strategy, based first and foremost on member-led, branch democracy being put in control of the key decisions of the dispute.

Strong branches know they can take action and often beat their employer. But that is because the branch is in control of the dispute. Our union structures don’t allow us to apply that logic of branch control to national disputes. As the scale of our action has increased, and as we take indefinite forms of action, the question of democracy becomes inescapable.

The dispute last year was dominated by top-down interference in both the action and the negotiation process. Instead of these interventions demonstrating the General Secretary’s superior competence, they exposed her failings, and presented the union as unnecessarily divided in front of the employers.

We need to win the reballot. But at the same time we cannot continue like this.

We need democratic renewal, starting in branches.

It is our union. It is time to take it back.

How do we build the Marking Boycott?

UCU members urgently need to discuss how to implement the marking and assessment boycott called by the union. The General Secretary wrote to reps in Four Fights branches with a mandate saying that the action would be called, and press releases have gone out from UCU. In this article we summarise the lessons of previous marking boycotts and set out a strategy for this phase of the action.

This is the first time that members have been called to boycott marking in a UK-wide dispute since 2006. There is huge political support for the action, with branches recording over 80% votes in favour, and only slightly lower figures for strike action. This is despite employers threatening 100% pay deductions for participants.

But we need to urgently work out, and coalesce behind, a clear action plan.

The first step must be for UCU to formally notify employers of the boycott. Under the anti-union laws, calls for strike action and ASOS must be pre-notified 14 days’ ahead of the start of the action. With marking already begun in many institutions there is no justification for any delay.

The second step is to call meetings in every branch with a live mandate to talk through what this means in practice.

The lessons of previous boycotts

One of the lessons of the 2006 dispute is that a small minority of members can completely disrupt marking, provided that they are supported. But since 2006 the employers have sought to construct ways to ‘mitigate the impact’. These range from draconian threats of disproportionate pay deductions to attempting to force marking processes quickly, dropping second marking requirements, and paying postgraduates to mark work set by other staff. However, these measures come up against the reality of the market system in Higher Education that they themselves have encouraged. Prompt organising can pay dividends.

Successful marking boycotts have now been held at a number of universities since 2006, including SOAS, Liverpool, the Royal College of Art (RCA) and Goldsmiths. Liverpool is probably the most directly comparable to the situation most branches are in. But the other disputes show that casually-employed staff can fight back effectively with the marking boycott.

Last year, Liverpool University tried to play hard-ball with 100% pay deductions. A high level of branch organising held the line. And then Liverpool students rebelled after the employer issued made-up marks, prevented students graduating, etc.

Liverpool members keep repeating one point however: their marking boycott did not succeed by the use of ASOS alone. It worked because the branch backed it up with, and eventually switched to, strike action. A similar strategy was used at the RCA.

Addressing pay deduction threats

This is probably the issue on most members’ minds right now, and quite rightly.

Firstly, we need to organise to ensure that members taking the action are supported financially by the entire union, and know they are being supported. UCU needs to launch twinning arrangements between university branches with a mandate and those without, invite speakers to general meetings and launch local fundraising drives. We all have a stake in winning this fight.

Secondly, UCU has called strike action. The principal purpose of these strikes (see below) should be to back up the marking boycott, by offering to stand down the action if the employer does not threaten high pay deductions. (NB. Legally, notice must be issued in advance due to the 14-day rule, but strikes can be stood down without notice.) In recent disputes, employers have made pay threats ranging from 40% in Leicester to 100% in Liverpool. What is considered ‘disproportionate’ is in the hands of the branch.

Thirdly, employers must be put on notice that if they escalate high pay docking threats it will have a big political effect in terms of the reputation of the university, and to when students can expect to receive their marks.

We should call staff-student assemblies in every university to talk through the action, why we are taking it and why we call on the university to mitigate the impact. The employers want to scrap pensions, undermine pay levels and increase workload and inequality. They want to create teaching factories, while at the same time reaping the benefits of high fees and lifetime student loans. This is an attack on current and future students.

Finally, the branch needs to organise! Nothing in the above can be done without regular members’ meetings. Liverpool UCU called daily online strike meetings at 9am where members could meet online to discuss the action.

Importantly, it is essential that meetings involve members taking part in the action and members who are not. Boycotting members must not be left to fend for themselves! This is a fight for everyone.

What about other mitigations employers might make?

The employers will be looking to other types of mitigation, from demanding marks are submitted early, reducing oversight and removing second marking requirements, and offering marking work to postgrads and other staff.

  • Preventing the speeding up of marking. Employers are not free to change marking timetables to rush marking through. A combination of the student-market ‘customer’ regime, and Covid and strike mitigation measures mean that students themselves are entitled to request extensions to delay submission. Last year saw record requests for ‘extenuating circumstances’ extensions. Any attempt to speed up submission or marking should be denounced publicly. Course leaders and heads of department should object in defence of their students! And of course we must insist that workload agreements are upheld where they exist, and that individuals’ workloads are not altered to undermine the boycott.
  • Defending second marking and other processes. Marking is rarely done once by staff working alone. Second marking, marking consolidation meetings, etc. are all points of pressure covered by the marking and assessment boycott. Specific instruction on ASOS and the processing of marks is likely to come from UCU, but in the past the ASOS has been interpreted to include not just the marking itself but all aspects of the assessment process. Again, this is a clear issue of quality assurance and control.
  • Recruiting postgraduate students and other staff. Anyone who is approached to mark must be encouraged to join UCU – and asked not to mark! Anyone performing work for the university is eligible to join UCU, and the low paid can join for free. Both existing marking and any ‘additional marking’ are covered by the marking boycott, whether this is paid by the hour or as part of contract. Casually-employed staff in SOAS and Goldsmiths have both won disputes by boycotting marking, and branches can be approached for speakers.

The basic legal position for external examiners is that they are not covered by the ballot (because they were not balloted in this employer), but are free to choose to resign out of solidarity.

At the risk of stating the obvious, the Liverpool dispute showed the power that members have over marking.

The quality of a degree is dependent on ensuring that staff expert in the subject teach and mark. The more specialised the question, the more difficult it is to find an alternative marker. Questions and answers are neither routine nor generic. Mark too low, and the university gets student complaints. Too high, and you discredit the degree and the university.

How can strikes back the boycott?

The UCU GS email announcing the action also said that a Branch Delegate Meeting would be called on May 10, with action called from May 12. It then asked branches to meet to decide what strike action they would like to call.  However, this risks sowing confusion, and does not reflect the motions passed at the Four Fights Sector Conference.

There are, in broad terms, three possible types of strike action that might be called alongside a marking boycott. These are:

  1. Strike action called to provide an alternative course of action from ASOS should the ASOS attract disproportionate pay deductions. This is what Motion 6, which was passed, explicitly called for. In Liverpool the employer threatened 100% pay deductions (a ‘lock out’) so the branch called strikes for the whole branch, replacing ASOS with strikes. That way the members taking the action were not left on their own, and the marking boycott continued to be effective. The employer was punished politically and industrially by its hardline approach bringing the whole union out on strike in solidarity.
  2. Strike action to be called on targeted days to be determined locally. Targeted strikes can be useful, but require some discussion. Targeting exam boards for example, might be possible, although of course the employer may circumvent this by delay. Where branches have had most of their marking already done, this type of action may be necessary. The earliest date offered of 6 June may well be far too late for some branches: they need to push hard for earlier dates.
  3. Strike action on UK-wide- or nationally/regionally-coordinated days. Motion 7 calls for occasional coordinated dates to boost the campaign over casualisation and workload, and the same principle would apply for the pay equality fight.

Note there are significant practical and policy limitations over the types of local settlement that UCU is in a position to reach (see below), and the motions that have been passed allowing for action to be stood down based on employer conduct should be understood as backing up ASOS, rather than opening the door to a local settlement of the dispute.

How can the whole union support branches with a mandate?

Employers settle disputes when the cost of continuing is greater than the cost of settlement. The fact that up until now the employers have set their public faces against reaching agreement over the Four Fights – or indeed over the USS pension – is because it suits them to do so. This does not mean that they will hold this position forever.

The action that is being taken forward now will be hard-hitting if we can implement and hold it. The employers fear ‘forty Liverpools’: branches that have learned their power.

But it also means that the whole union must urgently rally round, by fundraising and solidarity.

Not everyone in a branch with a mandate will be able to take part in the marking boycott. Some will have late deadlines or marks will have been submitted. Academic-related and professional services staff may be only tangentially involved and research staff do not (should not) have marking duties in their contract.

All members not taking part in the boycott should be called on to donate to members taking the action. In particular, members in branches without a mandate must be asked to donate a credible amount. If a substantial number pledge, say, one day’s pay a week for the duration of the boycott, then that would amount to two weeks’ pay over the course of ten weeks. A few members can contribute more; many will afford less. But this is a reasonable benchmark.

Alongside fundraising, members can take part in demonstrative action short of industrial action, including demonstrations and protests.

Finally, precisely because we are engaged in UK-wide disputes, all branches will need to ballot again in order to take action together at the start of the next academic year.

Reballoting over the summer

After giving money, the greatest solidarity members can give those in the front line is to pledge to join them as soon as possible. So alongside fundraising and participating in demonstrations and protests alongside members taking action, branches should start planning to reballot over the summer if the employers have not settled.

Motion 15 from the HE Sector Conference called for strikes in induction week in the 2022-23 academic year. Induction weeks vary from institution to institution (from 12 to 26 September at least, and possibly later). Newly-successful branches have mandates that run until early October. To ensure that as many branches as possible are successful, the best bet is to have a long ballot. Disaggregated ballots (ballots counted on a per-employer basis) can have different end dates, to make the most of when staff are expected to return from leave.

What about an aggregated ballot? Recently some reps and branches have been calling for a return to aggregated ballots, arguing that we need to bring the whole union out on strike. Perhaps the longer period over the summer justifies a return to aggregation?

There has been some debate in the union over aggregated ballots, with the General Secretary pitching in with her opinion. Aggregated ballots are simpler to run, for one thing. And if successful they mean that members in weaker branches can strike.

The method of balloting is not a question of principle for the left, but tactics.

Aggregated ballots have disadvantages. The first concerns legal challenges. Although UCU has been careful not to draw attention to this publicly, in an aggregated ballot one employer can file an injunction and stop the whole union’s action.

The second disadvantage is that the ballots are all-or-nothing. If UCU were winning an average turnout of 55% or higher in disaggregated ballots, we could likely afford to take the risk of calling a UK-aggregated ballot. But this is not where we are.

Finally, there is the question of organising. The irony of the Tory anti-union threshold is that unions like UCU that have switched to disaggregated ballots have shown that you can organise to get the vote out and recruit reps in the process. This then makes switching from ‘get the vote out’ to ‘get the members out’ more straightforward.

The Tory anti-union law has galvanised unions and branches who got this right. Between 2018 and 2019 A lot of branches, including the biggest, boosted turnout from around 40% to above 50%. In 2020, both the Royal College of Art and University of the Arts London UCU branches smashed through the threshold by organising. Cardiff UCU shows you should never give up, successfully getting through the threshold this time by a renewed organising focus.

The issue at the present time also concerns the message that we send to the employers. If we say we are going for an aggregate ballot, in effect we are saying we are prepared to risk not getting over the threshold, and stopping our action. With colleagues preparing for a marking boycott we think this is the wrong message to send!

The current phase of action requires us all to up our game. We need an even higher intensity of organising, not just to get the members out, but to hold the action. We must ensure that the employers blink first.

Local settlements

As the pressure starts to bite, employers may start seeking local settlements. We need to be clear that all branches are in UK-wide disputes, and so a local settlement is not a way out for an employer. If in doubt, talk to union officials and the national negotiators!

But there are goodwill actions that an employer might make. In 2019-20 some branches were effective at using the UK-wide action to put political pressure on their university managements to negotiate over casualisation and workload (UCL and many others) and equality (notably Bristol). Of course, the first act of goodwill we ask employers to make is to not make threats of high pay deductions for ASOS.

UCU is committed to UK-wide pay bargaining, and it is not possible for the union to reach local deals over pay in return for standing down action. Where there is an offer to stand down strikes, it would not be to end the action or dispute, and ASOS would continue.

The same applies to USS negotiations. There are practical useful demands around seeking that employers break ranks within UUK to force a vote on paying in Deficit Recovery Contributions into pensions and partially reversing the 1 April pension cuts that would be helpful. But even the most supportive local statement would not enable branches to reach an agreement – the changes have to go through the USS JNC!

Seize the Time, Don’t Abandon the Fight

We all know we are in the fight of our lives.

But the General Secretary’s ‘new plan of action for the four fights dispute’ is a radical-sounding document that abandons the Four Fights dispute until a year’s time, and pulls back from defending the USS pension scheme at the very moment the employers are cutting it back.

It is unsurprising that union reps are speaking out spontaneously against this plan.

We are told that continuing action at this point would be ‘conservative’, whereas the ‘radical and militant’ response to the greatest attack on our standard of living for 30 years is to… halt the fight for a year! Inflation is hitting 9 percent, but our union’s leadership is telling its members – with a live dispute and mandate – to put up with it, and fight another time!

Reading this document, you wouldn’t have thought that the union had just recorded overwhelming majorities for strike action and ASOS. Reps are lectured on ‘democracy’ after winning votes!

We are told that this is the way we can increase union density, but this flies in the face of our own union’s history. In 2018, pre-92 HE branches grew by 50% in a couple of months as they readied for strikes. That happened because members want to know the union will defend them, individually and collectively. On the other hand, shutting down the national fight against casualisation sends precisely the wrong signal to members on casual contracts.

The General Secretary is counterposing union recruitment to industrial action. Her theory of the ‘supermajority‘ says that the reason why strikes win is because union density is high. But this is not correct. UCU was a third smaller in the pre-92 USS ballot in 2018 than in 2021. And some branches with high membership density – like Goldsmiths – are under remorseless attack.

In fact, industrial action is won by workers when employers recognise that refusing to concede to union demands will be more costly than any perceived benefits. That cost can be economic (e.g. damaging reputations and recruitment, etc), but it can also be political (causing a political crisis for the employers, as in 2018). 

For everyone who has stood on the picket lines in the wind and rain, and spent weeks fighting to get the vote out, the General Secretary’s pre-prepared ruminations will be a massive disappointment.  On the other hand, members who voted for action but failed to take it themselves will read it as a signal that the union is not serious. 

Democracy

Jo Grady was elected after her predecessor, Sally Hunt, sought to abandon the USS fight. She was elected as an expression of UCU members’ will to resist. However her response to the present attacks on UCU members looks little different to Sally Hunt’s.

The latest round of ballots saw members once again vote overwhelmingly for action. Had this ballot taken place before the Tory Anti-Union Law of 2016 was introduced, we would be all able to take strike action. Branches have asked their members whether they support strikes and ASOS. And they have voted Yes!

Even if you are in a union branch that failed to get over the Tory threshold and cannot take action, with very rare exceptions, in branch after branch members have overwhelmingly voted for action. That’s democracy. 

It is wrong to interpret non-votes as no votes. Firstly, it is anti-democractic in principle. This is why quorums for general meetings are low, to ensure that members turn up and participate in debates and vote for and against motions.

Secondly, it is not consistent with the evidence. Members do not vote for a variety of reasons, as anyone who has engaged with a Get the Vote Out (GTVO) campaign can report, from lost papers to house moves and pre-arranged leave. This explains why branches with well-organised GTVO campaigns chasing and nudging members to vote have been repeatedly able to get high turnouts. It is also why Yes vote percentages tend to be remarkably stable even when turnout fluctuates. 

The three-week ballot insisted upon by UCU HQ, at the end of the second term and into the Easter break, left many branches close below the 50 percent threshold. Another week would have brought more branches over the line, and two more weeks, as voted for by HEC, could have changed the picture enormously. 

Some members complained that replacement ballot papers arrived at home on the final Friday, and rep reports show members saying they were voting right up until the end. The ballot deadline combined with the postal voting process cut voters short.

A plan to win

The General Secretary is now trying to lobby union reps and activists over their heads, to persuade branches to stand down the action that members have just voted for. Yet a calibrated plan and a mobilisation of the whole union could win these disputes. 

At the current time, some 40 branches can still take action on exams in Term 3. Everyone knows this action will need the whole union to rally around.

  • A marking boycott organised on a ‘Liverpool basis’ requires a positive outward campaign across the membership to sponsor strikers, fundraise on a massive scale, and ensure that every participant knows the whole union is behind them, practically and financially.
  • Members in non-striking branches would be more than willing to contribute to sponsor colleagues. These branches need to organise too. The USS rank-and-file legal challenge shows the scale of fundraising we need.
  • And a ballot over the summer in the context of a hard-hitting fightback makes sense. It could see us all ready to take on the employers right at the start of the autumn term.

The General Secretary says this is a war. But you don’t win wars by telling the enemy you are too weak to fight, and would they mind if we came back in a year?! The attacks on Goldsmiths colleagues, and the employers’ general intransigence show that they are likely to see such a declaration as a sign of weakness.

We are now told that despite previous attempts to de-couple the USS dispute from Four Fights that it’s OK to keep them coordinated – as long as we fight in a year’s time! But this makes no sense. Why would giving the employers free rein for a year make them more likely to reverse the changes? With the next valuation in 2023, backing off now looks like an invitation to the employers to push for 100% Defined Contribution!

Even USS Limited admit there is no need for ‘Deficit Recovery Contributions’, and that these could be spent on members’ pensions. This represents an open goal – if we fight.

Debating the way forward 

Members deserve a serious strategy. Instead we are told is to ‘keep our powder dry’ while the university employers drive through attacks on staff and students alike. Demobilisation is a recipe for defeat and demoralisation, not union-building.

We cannot allow the work by UCU reps and members to be wasted. We need to stand up for union democracy and stand by the ballot.

Two meetings have been called to debate the way forward:

In our strikes and ballots, members learned to trust each other, not the official union machine.

We are the union, and we need to fight for the future of our sector.

Pay and Pensions: the fight of our lives

Defending Pay and Pensions – Report from HEC, 13 October

UCU Higher Education Committee met on 13th October. Two key issues occupied the main discussion: pay and the future of the USS pension scheme.

HEC voted formally to call a conference on the 9th November for all HE branches to discuss the future HE industrial strategy and to form the pay claim. The conference will include a meeting for pre-92 university branches to make decisions on the union’s campaign to defend the pension scheme in pre-92 universities, USS. Both meetings will accept motions.

Branches need to meet urgently to submit motions prior to the 25th October deadline.

In this report:

Pay

We need to ensure an industrial action strategy is developed which the union is prepared to properly back. Too often members see a union which does not campaign seriously for its demands, and offers a tokenistic reaction to employers offering below-inflation pay rises.

Following a series of on-off disputes, and last year’s below-inflation increase of 1.7%, our pay is continuing to decline in real terms. But we face new challenges. Intensified competition for undergraduate students following the HE Bill is creating upheaval in the English HE sector. Wales and Northern Ireland are suffering swingeing cuts, and the Scottish Parliament is expected to follow suit in December.

The Trade Union Act also makes winning national ballots more difficult. We have a choice: make the fight for pay part of a national political fight in defence of Higher Education or fight institution by institution against local managements limited by ‘affordability’, i.e. what they have left after spending on buildings, borrowing and Brexit contingency plans.

The “choice” between local and national disputes is a choice between accepting the parameters of austerity and breaking through. Across the public sector several unions are now rightly challenging the government’s 1% pay cap. We need to place our fight for pay in that context.

Gender and equality pay

The gender pay gap stands at an average of 12 percent across HE. It is particularly acute at senior levels. If we include casualised staff among female lecturers it can rise up to 50 percent. UCU has participated in the JNCHES working groups around gender pay and casualisation. While on gender this has have resulted in some recommendations, guidance and analysis overall there has been far too little action. 30 branches are now involved in gender pay audits. There was support for recognising the black and disabled pay gaps the latter being up to 30 percent. In the future, as a union we must plan to tackle pay gaps for all equality groups.

On casualisation (affecting 50 percent of teaching staff and at least 70 percent of research staff), again UCU has participated in JNCHES working groups but these have resulted in so little progress that UCU has withdrawn. This also leaves us in need of a clear strategy (including industrial action) to force employers to tackle these inequalities.

Bargaining guidance for branches campaigning and negotiating for casualised staff have been produced, although they are to be ratified by the hourly paid ratification panel before being published. Due to its importance in mobilising members the Anti Casualisation Committee voted to keep casualisation as a main theme of the UCU pay claim. This was ratified by the HEC.

A motion encouraging engagement, activism and participation in bargaining and negotiation for casualised lecturers was passed, making the most of alliances with the NUS and student unions, new free membership fees for students performing teaching, and the publicity of the anti casualisation roadshow. The slogan “break the pay cap, end the pay gap” can be our mobilising message.

Another important element of the pay claim discussed was workload. Pay is declining as a result of increased unpaid hours for full time and especially for fractional lecturers. In some post-92 universities the national contract provisions are at risk because hours are not provided for research and other ‘non FST’ activities.

This is a health and safety issue as well as a pay issue. Motions on these issues can be submitted for the special sector conference on 9th November (deadline is 26th May at 5pm).

Suggested motions for the HE Industrial Action Strategy Pay Conference

Break the cap: Close the gap

UCU notes

  1. the support our pay equality campaign had in mobilising members
  2. pay continues to decline in real terms and pay inequalities ensure those facing discrimination at work suffer more.

UCU resolves to

  1. demand a pay claim with a substantial level of both pay rise and catch up.
  2. launch a pay campaign with extensive public campaigning, stalls and meetings leading to an industrial action ballot for the beginning of 2018.
  3. centre our campaign material around slogans linking breaking the pay cap with closing the equality pay gap, including Break the cap: Close the gap.

(82 words)

National response to punitive deductions

UCU notes

  1. employers have resorted to punitive deductions for partial performance
  2. such punitive deductions undermine members support if the union does not escalate its national action to deter individual employers from taking such action.

UCU resolves

  1. in any industrial action ballot that explains the potential for punitive deductions to also explain the national action UCU will take if such actions occur.
  2. use escalating national strike action where individual employers threaten punitive deductions

(81 words)

USS Pensions

USS pensions formed the second major discussion for the meeting. The threat to our pension scheme was universally recognised by HEC delegates.

We are in the fight of our lives for the future of our pension scheme.

This is not just an issue for older members – indeed the biggest attack will fall on younger colleagues. This fight is about stopping the USS trustee unwinding the entire scheme and replace it with an individual stocks-and-shares saving scheme called “Defined Contribution”. Defined Contribution is a long-term gamble on the stock market, whose performance will tend to have inferior benefits when compared like-for-like with a collective-based Defined Benefit. Any stock market crash will hit employees’ future pensions, and potentially, pensioners.

The 9th November meeting will form a central focal point for elected branch delegates to decide what form the industrial action should take, and to take stock and build a massive campaign. It is crucially important that branches put forward motions and send delegates to the conference.

We think UCU needs to escalate the publicity and get the message out. We need to launch a high-profile campaign in defence of our pensions. Pensions are not separate from pay: they are deferred wages.

The ‘deficit’

UCU needs to take a clear stand on the ‘deficit’. Members are being barraged with propaganda from the USS itself, the supposedly-neutral government body the Pension Regulator and ‘independent pension analysts’. We need to counter that narrative.

The fact is that USS is not in deficit in any real sense, and additional contributions or cuts in benefits are unnecessary. The so-called ‘deficit’ is a projected deficit that only arises as a by-product of projecting forward on the premise that the scheme is wound up! Since this ‘winding-up investment model’ (called ‘de-risking’ under USS’s Test 1 methodology) involves selling higher-performing stocks and shares and buying expensive and low-performing bonds and gilts, it actually means moving the assets into the class of investments hit hardest by Quantitative Easing and Brexit and likely to increase very slowly in value, if at all. Far from reducing risk, it would be self-defeating.

UCU has challenged this valuation method but we need to explain the critique to members.

Working for UCU, First Actuarial have showed that USS is balancing its books. Income and expenditure is projected to match very closely for the foreseeable future. The entire scheme would pay for itself without a need to touch the assets. This means that there is no need to ‘de-risk’ now. Keeping the scheme as it is not only benefits members but is key to maintaining stability in the scheme. USS has gone from being a better scheme than TPS to being worse.

The pressure from the Pension Regulator to value the scheme in a ‘recklessly prudent’ manner arises from rules introduced by the then Blair Labour Government which, ironically, were supposed to protect private sector pensions. But a greedy private sector pension industry has used them to attack the terms of pension schemes, first closing Final Salary and then moving employees from Defined Benefit to Defined Contribution schemes. Many private sector workers have seen their pensions cut drastically.

We should not underestimate the role of past governments in introducing rules which have – far from protecting private pensions – undermined the basic employer pension. We should be demanding that the Corbyn-led Labour Party both critically examine whether these regulations have led to a perverse outcome and argue that the pension industry, like housing, should be regulated in the interests of the members of the scheme.

Building the campaign

UCU Left put forward a motion which was passed in an amended form, calling for a national high-profile campaign in defence of pensions. This needs to begin now. Simply dropping an industrial action ballot on members without a publicity campaign, as was done in the e-consultation, is a risky gamble. Moreover, members are reading stories in the FT and THE referring to the deficit as real or inevitable. Most of all, being bounced into a vote does not lead members to have confidence in UCU’s willingness to lead a campaign. Branches need to organise members meetings to debate the future of the USS now. In branches where this has taken place members are convinced of the need to take action to defend our pensions.

As with the e-consultation, which continues until Wednesday, the dispute will be declared formally against our employers, who are refusing to pay more into the scheme, meaning that either employees pay more or receive less. Some, like Southampton have come out publicly in favour of a fully individual DC scheme.

Our industrial action should be inspired by the methods of the successful strike currently underway at Leeds University, where three days of strike are combined with campaigning and debating with students. Members are involved at every level. Their ‘Striking Insights’ teach-outs have proved hugely popular in building the campaign for reclaiming the university.

If our pension campaign links with the campaign to abolish student fees and debt, alongside cutting VC’s pay and ending the marketization of HE, we can effectively resist the cuts to our pensions.

Pensions are our deferred wages. We need to campaign for pensions and campaign for a publicly funded and accountable higher education system.

Below are draft motions available for branches to put forward from their branches to the two conferences on pay and pensions on 9th November.

Suggested Motions to Special HE conference on USS 9th November

Campaigning alongside other disputes and campaigns

This conference believes

  1. Working with other unions in disputes and combining our campaigning alongside other unions in defence of pay, pensions and jobs strengthens our own USS campaign.
  2. Creating solidarity networks with students and community campaigns provides a further avenue for building solidarity.

This conference resolves

  1. Organise public pay and pensions rallies across the UK, stalls and public campaigns across the UK to campaign for pensions.
  2. Seek to involve UCU members in FE and PCS and CWU workers in our campaign and rallies. Similarly invite student unions and community campaigns to support our public events defence of pensions.
  3. Seek to organise, where possible, joint strike action alongside Further Education, PCS and CWU strikes.

(124 words)

Challenging the terms of debate

This conference believes that

  1. USS reports on the basis of its real assets: a surplus of £5bn.
  2. The reporting of a deficit is a recklessly prudent artificial construct ideologically driven by changes in accounting reporting regulation.
  3. Constructing deficits has provided an ideological justification for the privatisation of collective Defined Benefit pension schemes and movement into individual Defined Contribution pension schemes.

This conference resolves

  1. To reaffirm that UCU does not accept the methodology that creates the ‘gilts plus’ deficit.
  2. To state publicly in our literature we do not believe there to be a deficit and not to seek additional contributions from employers to pay for the constructed deficit.
  3. To refuse to accept detrimental changes to the USS pension scheme.

(129 words)