1. Funding postgraduate study in the UK: issues of widening participation and sustainability SRHE, 24 April 2015 Fair access and sustainability in postgraduate education: key features in eight countries Report for HEFCE: International comparisons in postgraduate education: quality, access and employment outcomes Gillian Clarke and Ingrid Lunt Published online 09.09.14 at: http://www.hefce.ac.uk/pubs/rereports/year/2014/pginternational/ Australia England Germany India Norway Scotland Spain United States ___________________________________________________________________________

2. Report summary Context for PG education in each country, focusing on HE environment and geo-political situation Three themes: quality; access; employment outcomes Case studies on seven countries Main report: how England performs compared with the other countries Conclusions and strengths and challenges by country ________________________________________________________________________

3. Numbers of PGT and PGR students by country, compared with total population and numbers of universities, showing PG as % of all HE awards (Table 1, p.8) Country Population Number of Univer- sities Annual number of HE awards Annual number of PG awards (as proportion of total HE awards) Proportion of total number of PG awards (%) PGRPGT Australia20,000,00039299,474 94,456 (31.5%)8.691.4 England54,000,000130660,925 217,915 (33.0%)9.890.2 Germany82,300,000121307,244 85,367 (27.7%)31.468.6 India 1,270,000, 000 65920,706,7552,653,344 (12.8%)12.8 Norway5,000,0001740,568 13,344 (32.9%)9.790.3 Scotland5,200,0001968,305 25,350 (37.1%)11.788.3 Spain46,500,00079220,58354,663 (24.8%)16.383.6 United States 317,000,00 0 1,3613,065,479926,788 (30.2%)18.981.1

4. Today’s focus Summary: fair access Examples of fair access initiatives in PG education Impact of sustainability choices on access Conclusion and discussion: some of the challenges ________________________________________________________________________

5. Summary: fair access All countries appear to be committed to fair access (as opposed to widening participation) PG entrants selected on basis of academic achievement not background Strategies are highly context-specific, barriers continue to exist and progress is slow Some countries demonstrate commitment to access through imaginative flexible and lifelong learning schemes and the use of credit Others focus on widening participation to achieve fair access ________________________________________________________________________

6. Action on Access Lifelong learning initiatives PG tuition fee loans ‘Easy pathways’ to facilitate access (Diamond) Domination of students with ability to pay? Fair access – by country Historical commitment Government WP targets Expansion linked with social justice Caution re ‘deficit’ model Tertiary Admission Ranks correlate with socio- economic status Poverty and debt key factors Status of UG institution Gender issues Fair access: major government objective Affirmative action Very low tuition fees University interns UK PG scholarships National aim to ensure equal opportunities to HE for all students No tuition fees Loans for living costs + low interest Grants for students with children and for parental leave Federal Training Assistance Act (state grant + loan) Research assistantships Germany scholarships for gifted students (public/private) Wide range of private scholarships Historical commitment Role of community colleges and credit Opportunities for part- time study and TAs McNair Post-Bacc Program Federal repayment loans National and university grants including fee waivers Regional university access Low tuition fees Grants for low-income students Some part-time study Australia, India and the USScotland and England Mainland Europe Lack of funding a barrier to access? Decrease in applicants for part-time study Early encouragement for PG study needed PGT loans introduced Plans for income- contingent PhD loans Subject differences?

7. Sustainability: the issues Steady reduction in proportion of state funding for HE in six out of the eight countries, leading to … …greater dependence on alternative sources of funding including self-funding All the countries are faced with decisions about the extent to which the continued expansion of PG education is sustainable ________________________________________________________________________

8. HEFCE (2013). Postgraduate education in England and Northern Ireland: Overview report 2013, ref. 2013/14 [Online] Bristol: HEFCE. Available at: http://www.hefce.ac.uk/pubs/year/2013/201314/name,82615,en.html Figure 1: Funding flows into postgraduate provision Funding – England and Northern Ireland

9. STUDENTS: Fewer or smaller studentships? Combining work and study? Impact on completions? International student emphasis? GOVERNMENT: Funding choices based on research excellence? Effect on UK’s international research impact? Unlikely to target funds for under-represented groups? Impact of sustainability choices on access kr £ ________________________________________________________________________ UNIVERSITIES: Hard decisions re prioritisation of funding? Need for more flexible study patterns to accommodate work and study? Reliance on income from international postgraduates

10. 3.5-year self-funded PhD, enrolled in institutional Doctoral College and part of faculty Graduate School. Shared research methods modules with master’s students. Switch to part-time mode beginning of year 3 to combine study with part-time work for financial reasons Examples of four PhD entrants BA Int. M physical sci 1+3 AHRC funded PhD in a collaborative doctoral training partnership of 4 universities (multi-site DTC). Intensive master’s training in research methods supported by online materials; some travel to partner institutions.; formal ‘upgrade’ from master’s to doctoral degree at end of first year or leave with MPhil Entry route Training model M Soc Sci 4-year EPSRC funded Industrial PhD; research topic generated by industrial partner; candidate concurrently PhD candidate and company employee; training split between university (research methods and professional development) and industry (approved modules, e.g. industrial relations); one institutional and one industrial supervisor. 4-year BBSRC funded PhD in single institution DTP; part of faculty graduate school; shared research methods modules with PhD candidates from five strategic research areas; programme includes 3-month ‘PIPS’ professional internship, working in an area unrelated to PhD topic BSc biol sci

11. Conclusion and discussion Is fair access to postgraduate education really a national priority in times of austerity and government debt? Impact of Research Council funding strategies: pros and cons for doctoral degrees How many postgraduates does each country need? How do we encourage students from under- represented groups to aspire to postgraduate study? ________________________________________________________________________

12. US: Proportions of f/t and p/t graduate students Figure 29: Full- and part-time graduate enrolments by subject 2012 (CGS, 2012)