
26 April 2015
T
HE rights of women have improved greatly,
but the goal of full equality remains a work in
progress. Addressing the gender inequality
challenges that remain is more difficult than
previously, because fundamental change is
required in economic policy-making and planning.
We have to identify ways of incorporating a focus on
equality into economic decision-making processes.
Equality budgeting can help to achieve this. This
approach has developed out of a growing
understanding that fiscal (tax and subsidy) policy can
make a significant contribution to narrowing or
widening gender gaps in areas such as income, health
and education. Fiscal policy can be a powerful tool for
improving and equalising the living standards and
opportunities of women and men.
Equality budgeting assesses the impact public
expenditure and taxation has on certain sectors of
society. It identifies who benefits from economic
policy measures and who doesn’t. It ensures that
equality is integrated as a driving principle in the
planning, design, implementation and review of
economic policy measures. It increases transparency
in budgetary processes and economic decision-
making.
We know, for example, that the lack of high-quality,
affordable childcare is a major barrier to employment
for many women. Therefore, a policy aimed at
increasing our investment in publicly-funded
childcare and early-years education from the current
level of 0.4% GDP annually to the OECD average of
0.7% GDP is likely to make it through an equality
budgeting process. However, it’s important to add
that political will is also required for policy priorities
to receive Cabinet approval.
Adequate public investment in childcare and early-
years education has yet to make it through the current
system of deciding budgetary priorities. This is
because the current system tends to ignore the
different socially-determined roles and
responsibilities of men and women. It overlooks the
different impacts that policies have on men and
women as a result of these roles.
The Equality Budgeting Campaign’s report,
‘Incorporating Equality Budgeting into Ireland’s New
Budgetary Process’ states that “the objective of
equality budgeting lies in ensuring this (type of)
information is used to reduce inequalities and to
achieve the best equality outcomes for specific
disadvantaged groups, but also for society at large”.
Equality budgeting opens up our economic growth
strategy to a different kind of scrutiny. This goes
beyond ‘value for money’ or ‘cost-benefit analysis’.
Both of these perspectives are important for assessing
economic efficiency, but they are lacking for assessing
impact on economic equality.
Scotland has established an independent budgetary
advisory group, the Equality and Budget Advisory
Group (EBAG), for this purpose. This is made up of
government and civil-society actors, including the
Women’s Budget Group, the Equality and Human
Rights Commission, the Scottish Government Finance
Directorate, and the Office of the Chief Economic
Adviser.
The advisory group works with the Scottish
Government to: provide advice and support for the
mainstreaming of equality in policy with the
appropriate allocation of resources; contribute to
mapping the pathway between evidence, policy
and spend; improve the presentation of equality
information in the Scottish budget documents; and
contribute to improved commitment to, and
awareness, of mainstreaming equality into policy
and budget processes.
The Scottish budgetary
process involves the
publication of a draft budget,
which allows for public
consultation and debate on the
particulars of the budget before
it is finalised. This approach is
in marked contrast to the Irish
budgetary process which
involves no public consultation
on draft measures and where
there is endless ‘kite flying’ in
the weeks leading up to the
budget announcements.
The Scottish parliament
publishes an equality statement alongside the draft
budget clearly outlining the equality implications of
the budget. The statement is arranged under the key
themes of the budget, such as health and wellbeing,
culture, external affairs, finance, employment and
sustainable growth. The Equality Budgeting
Campaign’s report draws on the Scottish experience
in setting out the steps required to introduce an
Equality Budgeting process in Ireland.
Equality Budgeting is good for women and for
equality, but it is also good for the economy. The
contribution of gender equality to economic
development is often overlooked, and measures aimed
at promoting gender equality are often framed as
socially worthwhile, yet potentially expensive.
Equality
budgeting as part
of fundamental
economic reform
Tackling sexism
SINÉAD PENTONY
Equality
budgeting
identifies who
benefits from
economic policy
measures and
who doesn’t
“