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Multi-faceted benefits of
investment in lifelong learning
Tom Schuller
UIL workshop
Hamburg, 23 November 2010
Key relationships linking learning, competence and capital
formation
F
i
g
u
r
e
2
.
1
.
Working life
Social &
civic life
Home, family
& leisure life
Lifelong
Life
wid
e
Adult
learning
contexts
------------------•Adult education
•Firm training
•Informal learning
Initial formal
education
Lifelong-lifewide learning
Private
monetary
outcomes
Private
non-monetary
outcomes
Public
monetary
outcomes
Public
non-monetary
outcomes
Complex interactive and dynamic process over time
Economic and social
outcomesHuman capital
Social capital
Competencies
LL and economic effects NB a) Individual and societal levels
b) Non-linear
Employment
Productivity
Income
“ Measuring the size of these wider benefits
of learning is an important research
priority, where progress requires better
measures of people’s characteristics in a
range of domains and surveys that follow
the same individual over time.”
Stiglitz, Sen and Fitoussi 2009, p47
Total public and private expenditure on adult (18+)
learning provision (£ billion), 2007-08
Human Capital
Identity Capital Social Capital
Schuller et al The Benefits of Learning
The Interaction of Capitals:
dependent, independent or interdependent?
Bonding
Bridging
Linking
Source: Michael Woolcock, Harvard & World
Bank
Two-way multi-level impacts
Impact
Individual
Family/Community
National
Healthy and civic
behaviours, identity
Social capital and neighbourhoods
Cohesion, inequality and environment
Impact of Education -Pathways
Attributes
- Knowledge, skills and
non-cognitive traits
Resources
- Income
- Access to networks
Social status
- Occupational status
- Educational status
- Peer status
Lifestyles
(Exercise)
Diet
Obesity/BMI
Mental
Health
Drinking
Individual Health related
behaviours
Health outcomes
determinants
Education
0
2
4
6
8
10
12
14
16
18
USA France UK Italy Japan OECDAverage
Education (2004)
Health (2005)
% of GDP
Education and Health Expenditures (Public and Private)
Public expenditures on
Health (OECD average)
Public expenditures on
Education (OECD average)
LL and health
• Taking 1 or 2 courses as adults estimated to
increase the chances of giving up smoking
by 14%
• Taking women with no qualifications to
Level 2 reduces risks of depression at age
42 by 15%
• Adults taking leisure courses more likely to
increase membership of sports centres
• AL appears to slow development of
Alzeimers disease
Public Value analysis
• simple logic
• transparent and modest assumptions
• empirical evidence as available
• sensitivity analysis, showing range
• some outcomes a) not quantifiable, b) not
susceptible to monetarisation
PVA : mental health
• Estimated cost to employers of mental ill-
health: £25 bn (Sainsbury Centre)
• Empirical evidence from longitudinal data
on impact on mental health of raising
educational level of women with no
qualifications (Chevalier & Feinstein)
• Sensitivity analysis essential
PVA : crime
• Annual cost per prisoner: £40K
• Reoffending costs est. at £11-13bn
• Assumptions: participation in learning
reduces recidivism by a) 2%, b) 5%; allow
for fixed costs, so 1% and 2.5% saving.
• Net savings: £130m/325m
• NB Excludes all external benefits
Family Man & Fathers Inside
Safe Ground manage the HM Prison
Service programmes Family Man
and Fathers Inside.
Both programmes use drama, role
play, group and portfolio work to
encourage male prisoners to
recognise their responsibilities to
their family.
Safe Ground / HMPS 'Family Man' &
'Fathers Inside' copyright 2010
Programme Success
Safe Ground / HMPS 'Family Man' &
'Fathers Inside' copyright 2010
Safe Ground track the progress of
students before and after participation.
Over 3500 students have graduated
from the FM/FI programmes
Almost 8,000 qualifications have
been awarded across the Network,
95% of our graduates were engaged
in useful activity compared to 69%
before starting FM/FI
Intergenerational relationships
Individual
Sustaining
Collective/community
Transforming
Personal change Self-maintenance
Social fabric Community activism
The effects of learning
Key relationships linking learning, competence and capital
formation
F
i
g
u
r
e
2
.
1
.
Working life
Social &
civic life
Home, family
& leisure life
Lifelong
Life
wid
e
Adult
learning
contexts
------------------•Adult education
•Firm training
•Informal learning
Initial formal
education
Lifelong-lifewide learning
Private
monetary
outcomes
Private
non-monetary
outcomes
Public
monetary
outcomes
Public
non-monetary
outcomes
Complex interactive and dynamic process over time
Economic and social
outcomesHuman capital
Social capital
Competencies
Conclusions
• Maintain the focus on outcomes
• Blend the economic and the social
• Not just broadening but lengthening
• Include distributional issues