2018 UK higher education strike
The University and College Union (UCU), a trade union representing 110,000 staff at UK universities, began a strike on 22 February 2018 as part of an industrial action against 64 universities, represented by Universities UK (UUK). The dispute concerned proposed changes to the Universities Superannuation Scheme (USS).
The first wave of strike action escalated over fourteen strike days between 22 February to 20 March, and took place at sixty-four universities across the UK. This was the longest-ever strike in UK higher-education history.
As of 28 March 2018, more than a million students were estimated to have been affected, with 126,000 students signing petitions calling for fee refunds. Students also occupied campus buildings in support of striking staff at more than a dozen universities.
The action has been called "something of a milestone" for "impending service sector strikes of the 21st century". The Times described the strikes as "the worst industrial action at universities in modern times".
- 1 Background to the strike
- 2 Negotiations regarding pension proposals
- 2.1 Prior to industrial action
- 2.2 UCU ballots for industrial action (29 January)
- 2.3 Strike action commences (23 February) and new negotiations follow
- 2.4 UCU's proposal (27 February)
- 2.5 Joint UUK and UCU proposal (12 March)
- 2.6 Acas agreement withdrawn by UCU (13 March)
- 2.7 Developments 14–23 March
- 2.8 UUK makes a new offer (23 March)
- 2.9 New strike dates announced as UCU members balloted on proposal (28 March)
- 2.10 UCU accepts UUK proposal (13 April) and Joint Expert Panel is formed
- 2.11 USS plans contribution increases (25 July)
- 2.12 Joint Expert Panel releases first report (13 September)
- 2.13 USS declares 2017 valuation complete but agrees to a new 2018 valuation (22 November)
- 2.14 Consultation on 2018 USS valuation closes (28 February 2019)
- 3 Responses to the strikes
- 4 See also
- 5 References
- 6 External links
Background to the strike
The United Kingdom has 130 universities. Staff at 68 universities founded before 1992 are members of the USS pension scheme. (Most academic staff at institutions which became universities after 1992 are members of the Teachers' Pension Scheme, which is unaffected by this dispute.) In January 2018, UCU members at 61 universities (initially) balloted in favour of action over the proposed pension changes.
National UK higher education policy
- Debates about tuition fee levels and the mechanisms for paying them. In particular, on 19 February, the UK Prime Minister Theresa May had announced an official review of UK higher education funding.
- The increasingly corporate and privatised character of higher education institutions. For example, universities, whose capital expenditure had traditionally been funded to a significant extent by government funding, were increasingly borrowing from private capital markets, making them concerned about their credit ratings, and with uncertain consequences for their finances and governance.
- The creation of the Office for Students on 1 January 2018, whose powers came into force 1 April 2018. For example, on 28 February 2018, the OFS said that "universities that fail to mitigate the impact of the strikes would open themselves up to regulatory intervention".
The USS pension scheme
The USS scheme was created in 1974 to provide sector-wide pensions for UK university staff (focusing on academic staff). Its terms changed little until 2011, when major reforms were implemented, followed by further changes in 2014-15. These changes left scheme members markedly worse off: one academic study concluded that the reduced wealth of post-2011 entrants was equivalent to an 11% drop in their total compensation or a 13% drop in their salaries.:25
By 2017, the USS scheme had over 400,000 members.
Wider UK pensions
- The UK Pensions Act 2004 had placed stringent requirements on private-sector pensions to ensure that their liabilities could be met even if all their member organisations collapsed at once—which in the context of USS would entail the whole University system going bust, an event deemed unlikely by many. Over 2006-17, the proportion of UK private-sector defined-benefit schemes open to new joiners declined from 43% to 14%. In the analysis of Mervyn King and John Kay, 'The 2004 Pensions Act is a prime, but by no means unique, example of well-intentioned but inept financial regulation. Over-prescriptive, it has led to the demise of the defined benefit schemes that it was designed to protect. If proposed changes to the USS are implemented, there will be no defined benefit schemes of any significant size outside the public sector open to new members'.
- Similar or even more dramatic proposed pension cuts for universities' non-academic staff. For example, in January 2018, Southampton University began consultations on closing its defined-benefits pension scheme for non-academic staff, and in March 2018, Staffordshire University began consultations on moving support staff from the defined-benefit local government scheme to a local defined-contribution scheme.
- Worsening outlooks for pension provision across the UK, in the context of rising remuneration for fund managers and increasing integration of pension funds into speculative financial markets. For example, it was noted that pay for USS's chief executive rose from £484,000 in 2017 to £566,000 in 2018, while two staff members earned over £1m, and running costs stood at £125m per annum.
Pay and conditions
- Public concern about rapidly rising pay for University senior management, particularly Vice-chancellors. In particular, on 26 February, the Channel 4 investigative journalism programme Dispatches broadcast an exposé of vice-chancellors' expenses claims.
- Concern among university staff about falling real-terms pay for most staff. Moreover, the pay projections assumed in USS's 2017 valuation and used to argue for reducing pensions assumed an increase in general pay growth: rather than assuming pay would keep up with inflation (as measured by the consumer price index), USS assumed pay growth one percent above inflation (as measured, more generously, by the retail price index). On 16 April 2018, staff were actually offered a payrise of 1.7%, below both CPI inflation (then 2.7%) and RPI (then 3.6%).
- Growing numbers of academic staff were on precarious short-term or zero-hours contracts – 54% in 2016 according to figures from UCU (disputed by employers). In March, UCU argued on the basis of data from a freedom of information request that an average of 27% UK university teaching hours were delivered by such staff. The issue of casualisation became increasingly prominent in UCU members' understanding of the strikes as they developed.
- Casualisation of university staff more widely was also reflected in a strike by cleaners, porters, and receptionists seeking to get their work insourced at the University of London, called during the first wave of UCU strikes for 25–26 April.
- Similar concerns were reflected by strike action around the same time more widely in UK professional classes: junior doctors undertook their first strikes in the history of the National Health Service (England) in 2015-16, while barristers began strike action on 1 April 2018.
Ballots concerning joint higher education trade union national pay claim
Concern about pay and conditions, particularly in relation to high senior pay and expenditure on new buildings in the face of declining staff pay, the gender pay gap, precarious contracts and casualisation, and workloads were all expressed as part of the wider context of the pensions dispute, but also formed the basis of ballots for industrial action across all UK higher education unions: UNISON, Unite, EIS, GMB and UCU.
Citing long-term real-term declining pay, the unions submitted a pay claim seeking a 7.5% pay increase or £1,500, whichever was greater; a £10 minimum wage to make all higher education institutions "living wage" employers; and gender pay equality by 2020. In April 2018, the Universities and Colleges Employers Association proposed a 1.7% pay increase for 2018-19, raising the offer to 2% (and 2.8% for the lowest paid) in May. These figures were both below inflation, which in March 2018 stood at 2.7%.
Ballots on industrial action commenced in September 2018, running alongside the ongoing pensions dispute. Although the majority of Union members voting voted to take industrial action, however, the turnout only passed the 50% of members required by the Trade Union Act 2016 at seven universities (alongside which three Northern Irish universities, unaffected by the legislation, also voted to strike). A reballot, this time balloting UCU members in aggregate rather than by branch, opened on 14 January 2019, but on closing on 22 February 2019 achieved a turnout of only 41%, similar to the aggregate turnout of 42% in the previous ballot, so again led to no industrial action.
On 1 May 2019, employers' final offer in the 2019-20 pay negotiations was 1.8%, rising to 3.65% for the lowest paid (deleting the lowest point on the pay scale to ensure a living wage for all staff). This was below inflation (then 2.4% RPI), and unions called for an increase of RPI+3% or of £3,349 – whichever was greater. Later that month, the UCU congress resolved to campaign to win an industrial action ballot on this offer, with equality and anti-casualisation at the heart of the Union claim claim.
Negotiations regarding pension proposals
Prior to industrial action
In July 2017, USS reported a technical deficit (i.e. a gap between the fund's assets and its liabilities) of £17.5 billion, reported as the largest such shortfall in the UK at that time. USS's deficit evaluation was based on suggestions that although the fund's assets had grown (reaching £60 billion, a one-fifth increase on the previous year), its liabilities had also grown (reaching £78 billion, a one-third increase over the previous year). Following negotiations regarding the calculation of the deficit, the USS Joint Negotiating Committee accepted a technical deficit of £6.1 billion in November 2017.
Specifically, the USS Joint Negotiating Committee therefore made the following proposals, to be introduced after 1 April 2019:
- Closing of the defined benefits section of the scheme (though mentioning the possibility of reintroducing it), with all future benefits (apart from death in service and ill health retirement benefits) being transferred to the defined contribution scheme.
- Contributions would remain 8% for members and 18% for employers (of which 13.25% contributes directly to pensions, the rest being used for management and running costs, etc.).
- Members would be enabled to pay only 4% while still receiving the usual employer contribution, while the option of paying an extra 1%, matched by the employer, would be removed.
- Members' 8% (or 4%) would include a contribution to partly finance death in service and ill health retirement benefits.
The closure of defined benefits was presented as a red line by UCU, which argued in favour of finding ways to sustain defined benefits, or to introduce a collective defined contribution scheme (the primary legislation for which was introduced in the UK in 2015, but which had not as of March 2018 been advanced to secondary legislation).
Arguments for the changes
USS argued that market conditions had simply proven less favourable than previous valuations had assumed, with the chief executive, Bill Galvin, arguing that 'the unavoidable fact is that market conditions have changed since 2014. Real interest rates have fallen since 2014, relative to inflation, and asset prices have soared ... We are now having to pay more – to get less in return – than we expected in the past'. Moreover, USS emphasised that its room for manoeuvre was constrained by the Pensions Regulator.
In theory, the deficit could have been resolved through higher contribution rates. However, UUK argued that defined benefit schemes were becoming prohibitively expensive. They said they had a legal duty to put in place a credible plan to reduce the deficit by the summer of 2018. Otherwise, pension contributions from employers and staff would have to sharply increase, potentially resulting in redundancies and cuts to other areas of teaching, research and student support. UUK stated the defined contributions proposal would compare well with private-sector competitors, with employer contributions double the private sector average.
USS had a legal responsibility to satisfy the UK pensions regulator that the scheme was sound, and the regulator was requiring change.
Arguments against the changes
UCU stated that UUK's proposal would "leave a typical lecturer almost £10,000 a year worse off in retirement than under the current set-up", with younger staff the worst affected, with some losing up to half their anticipated pensions.
Critics of the changes offered the following main arguments against implementing the changes to the scheme promoted by UUK.
- UUK's assessment of the health of the higher education sector after a 2015/16 report by the Higher Education Funding Council for England (HEFCE) found the sector was financially sound. Independent analyses undertaken by University of Warwick economist Dennis Leech and UCL academic Sean Wallis argued that UUK used a "flawed valuation model".
- The proposed USS changes were shaped by the demand of the UK pensions regulator that USS should be made less risky to employers than USS's actuaries had wished. It was argued, however, that in view of the exceptional economic circumstances associated with the Bank of England's quantitative easing from 2009, the regulator was placing unrealistic expectations on UK pensions nationally.
- Concern also grew, on the basis of research by Michael Otsuka from the London School of Economics, that UUK's negotiating position was disproportionately influenced by the views of Oxford and Cambridge Universities, whose constituent colleges made separate submissions to consultations.
- Current employees were annually paying £2.1bn into the USS fund, while it was annually paying out £1.8bn to pensioners. To cover the current annual cost of pensions from investment returns, the fund required a net annual return of 3%. One of the assumptions used in the July 2017 valuation was that the fund would stop accepting contributions — the sort of situation that would normally arise if the companies in a pension scheme went bust, which was an unlikely real-world situation for the UK higher education sector. USS's analyses showed that, assuming the most likely circumstances rather than the most challenging circumstances (technically referred to as the "best estimate"), the pension scheme was sustainable in the long-term. In contrast to technical deficits based on stringently conservative assumptions, this more probable valuation showed the fund in credit by £8.3 billion.
- At the inception of USS, employer contributions were 16% of salary, rising to 18.55% in 1983. However, from January 1997 to September 2009 they were decreased to 14% (before rising to 16% from October 2009 to 2016 and 18% thereafter). It was suggested that staff were bearing the consequences of an earlier lack of investment by employers.
UCU ballots for industrial action (29 January)
On 29 January, UCU announced that 88% of UCU members had voted to back strike action and 93% backed action short of a strike. The turnout was 58%, meeting the 50% minimum set by the Trade Union Act 2016.
Shortly after, on 13 February, the trade union UNISON, many of whose members in the Higher Education sector were also USS members, began a consultative ballot on striking alongside UCU. On 20 February, UNISON wrote to vice-chancellors in support of UCU's position.
Strike action commences (23 February) and new negotiations follow
Strikes commenced on 23 February, whereupon UUK agreed to meet UCU for further negotiations on 27 February. Leaked emails suggested they would not negotiate on UCU's key issue, retaining defined benefits. The meeting led to an agreement to undergo conciliation through Acas, the UK's national industrial dispute conciliation body. UCU tabled and published a set of proposals which it argued was consistent with the majority of UUK members' positions in USS's earlier consultation, but strikes were not called off.
A spokesperson for Universities UK said: "Both sides are currently engaged in serious and constructive talks at Acas. We are committed to seeking a viable, affordable and mutually acceptable solution to the current challenges facing USS pensions."
UCU's proposal (27 February)
UCU tabled an alternative proposal at the first round of talks with UUK which UCU stated would involve universities accepting some increased risk and small increased contributions from employers and scheme members. UUK's response was that they would need time to cost the union's proposal which it feared would require "very substantial increases in contributions". However, some vice-chancellors voiced support for UCU's plan.
UCU's proposal, along with suggestions for longer-term strategies, was:
- Universities should accept a slightly riskier but probably more lucrative investment strategy, leading to a deficit of £5.1bn rather than £6.1bn, a level accepted by the majority of institutions when it was proposed by USS in September 2017.
- Retaining defined benefits on salaries up to £55,550.
- Reducing the annual accrual rate reduced from 1/75th to 1/80th.
- Increasing contributions by 2.7% for employers and 1.4% for members (i.e. 4.1% split 65/35 between employers and employees).
The parties held inconclusive talks on 5 March, scheduling the next talks for 7 March. However, a bizarre Twitter spasm from UUK on the night of 5 March insisted that the group was available for talks on 6 March, and this led to talks at noon on 6 March. Talks continued on 7 March, inconclusively. On 8 March, UCU's Higher Education Committee agreed that it would call further strikes if necessary after the Easter vacation, between April and June.
Joint UUK and UCU proposal (12 March)
On the evening of Monday 12 March UCU and UUK issued a joint agreement, arrived at through ACAS, to be put to their respective members.
The agreement was specifically for a three-year "transitional benefit arrangement" lasting from 1 April 2019, maintaining defined benefits up to a salary threshold of £42,000, reducing the accrual rate to 1/85, but raising contributions to 19.3% of salaries for employers and 8.7% for members. The next valuation was to be informed by an "independent expert group", 'aiming to promote greater transparency and understanding' of the methodologies, assumptions, and viability of the scheme. Indexation and revaluation was to be measured using CPI and capped at up to 2.5% p.a. (meaning that if inflation, measured by CPI, rose above 2.5%, the pension would lose value in real terms). UCU was to suspend industrial action and "encourage" branches to re-schedule any classes disrupted by the strike. The agreement stated that "there is commitment between both sides to engage in meaningful discussions as soon as possible to explore risk sharing alternatives for the future from 2020, in particular Collective Defined Contributions".
Vice-chancellors were to inform UUK whether they would back this deal by the end of day on Wednesday 14 March while UCU representatives consulted with their members on whether to reject the deal or not the next day.
Acas agreement withdrawn by UCU (13 March)
Local branch meetings were held on Tuesday 13 March to consider the ACAS agreement. These meetings informed a meeting of elected and branch representatives the same day. This agreement was rejected by UCU's membership on the grounds that it failed to address members' concerns. Many UCU members used the Twitter hashtag #NoCapitulation to express their disapproval of the agreement, helping to co-ordinate a strong response to the proposals.
A UUK spokesperson said:
It is hugely disappointing that students' education will be further disrupted through continued strike action. We have engaged extensively with UCU negotiators to find a mutually acceptable way forward.
In some places, the decision was followed the next day by rallies.
Developments 14–23 March
As of 14 March, UUK's consultation with its members remained ongoing.
A statutory 64-day consultation by USS on pension changes had been due to commence on 19 March, but as of 15 March, USS were declaring an unspecified delay to the commencement of consultations.
On 18 March, UUK announced that it would convene an "independent panel", featuring an independent chair and involving academics and pension professionals, to "consider issues of methodology, assumptions and monitoring, aiming to promote greater transparency and understanding of the USS valuation". The panel would invite UCU "to play a full role in providing evidence to the panel" and would also liaise with USS and the pensions regulator. UCU's response was that "UCU will of course look at any proposals UUK makes but our members have made it quite clear that what is needed is a much improved offer".
On 22 March, UCU sanctioned fourteen further strike days to fall in the April to June 2018 exam period should the talks fail to come to a resolution.
On 23 March, UNISON announced that its consultative ballot of its USS members had returned 91% support for industrial action, and that it would begin a formal ballot for strike action in April.
UUK makes a new offer (23 March)
On 23 March, UCU announced a new offer from UUK. This proposed the creation of a formal "Joint Expert Panel" to reconsider how valuations should be undertaken, leaving open the possibility of maintaining the status quo not only for the statutory period up to April 2019, but possibly beyond. The panel would
take into account the unique nature of the HE sector, inter-generational fairness and equality considerations, the need to strike a fair balance between ensuring stability and risk. Recognising that staff highly value Defined Benefit provision, the work of the group will reflect the clear wish of staff to have a guaranteed pension comparable with current provision whilst meeting the affordability challenges for all parties, within the current regulatory framework.
The Financial Times noted that this would be "a far more comprehensive review of the current structure and valuation of the Universities Superannuation Scheme" than previously considered, but also noted that "the new agreement avoids any mention of increases in contributions by either employers or employees to plug the hole in the scheme". UCU was due to consult members' representatives at a formal meeting on 28 March.
Meanwhile, on 26 March, the UK's Joint Negotiating Committee for Higher Education Staff began its round of negotiations for pay in the sector for 2018/19, with unions demanding a large pay uplift.
New strike dates announced as UCU members balloted on proposal (28 March)
UCU announced that members would be electronically balloted on the new offer in April to decide on the proposal for the Joint Expert Panel. UUK pledged to maintain the current contributions and retirement benefits until at least April 2019 while the review by the panel of experts took place.
At the same time, UCU gave formal notice of a five-day strike action, aimed at disrupting the exams and assessments period, at some universities for 16 April to 20 April 2018, potentially to be called off if there was progress in the negotiations. 13 universities including Manchester, Cardiff, Oxford, St Andrews, Leeds and Southampton would be affected by this next round of strikes with the prospect of industrial action at the other 52 universities to take place later in April and continuing into July if no agreement was reached. However, staff would not take part in additional strike action if UCU members vote to accept the UUK proposal.
As of 28 March, nearly 700 external examiners had recorded their resignations in a UCU document. The Guardian reported that "students at the end of their courses could find themselves unable to graduate if crucial exams cannot be invigilated, marked or assessed" as a worst-case scenario.
Debate followed among UCU members as to whether to accept the proposals or not. As of 4 April, some branches had decided to recommend that their members reject the proposals as they stood, and prominent discontent with the proposals continued to be registered in the run-up to the ballot closing.
UCU accepts UUK proposal (13 April) and Joint Expert Panel is formed
|Total votes cast||33,973|
|Total number valid votes||33,913|
|Yes to accept the UUK offer||21,683 (64%)|
|No to reject the UUK offer||12,230 (36%)|
On 18 April, UCU confirmed that it was ending its call for external examiners to stand down. Commentary suggested that scrutiny of the pension negotiations by the union membership was nonetheless ongoing.
On 18 May, UUK and UCU announced that the Joint Expert Panel would be chaired by Joanne Segars. On 21 May UCU announced three nominations to the panel. Other members were later determined as Ronnie Bowie, Sally Bridgeland, and Chris Curry (appointed by UUK) and Catherine Donnelly, Saul Jacka, and Deborah Mabbett (appointed by UCU). The Joint Expert Panel was scheduled to report in September.
On 1–3 June, a tumultuous UCU congress included calls for the general secretary, Sally Hunt, to resign over what was perceived to be undemocratic practice within the Union's prosecution of the dispute. Much of the congress's proceedings had to be aborted, and a new congress was proposed for the future. (On 18 October a recalled congress saw the withdrawal of motions to call for resignation, but a motion of censure was passed complaining at a lack of transparency and accountability in Hunt's representation of UCU members during the dispute.)
On 6 June, UCU commenced a consultative ballot to determine whether to conduct a formal ballot for industrial action in relation to the UK Joint Negotiating Committee for Higher Education Staff's negotiations over 2018-19 pay. The ballot closed on 27 June 2018, with 82% of participating members voting to reject the offer from the University and Colleges Employers’ Association of a minimum pay rise of 2 per cent, rising to 2.8 per cent for the lowest paid. UCU formally declared a trade dispute on 24 July 2018.
USS plans contribution increases (25 July)
While the Joint Expert Panel deliberated, USS announced that, given that the legal deadline for addressing the fund's deficit had passed, it would, in accordance with statutory procedure, act already to raise both staff and employer contributions, following a statutory consultation period, to maintain the scheme's benefits. The proposed rises (as a percentage of salary) were to be phased in over a year:
|Staff contributions||Employer contributions|
These plans were announced against a backdrop of USS's annual report calculations of the deficit falling, due to changing assumptions about factors such as returns on corporate bonds and mortality. On different measures, the 2018 annual report showed a 2014 deficit of 12.6bn falling to a 2018 deficit of 12.1bn; or a £17.5bn deficit falling to £8.4 billion deficit. Though this plan was criticised by UCU and UUK, as of 22 November 2018, USS continued to plan to implement it.
On 21 August, UCU served statutory notice of its intention to ballot members for industrial action regarding the 2018-19 national pay dispute. The ballot opened on 30 August.
Joint Expert Panel releases first report (13 September)
On 13 September, the Joint Expert Panel that had been convened to re-examine the valuation of the USS scheme issued its first report. The Panel's press release recommended a number of adjustments to the methodology and data used in the 2017 valuation of the USS scheme, and stated that "it is the Panel’s belief, based on independent actuarial analysis, that the full implementation of these adjustments could mean total required contributions estimated at 29.2% to fund current benefits [...] This compares to the current rate of 26% (18% of salary paid by employers, 8% by employees) and the rate of 36.6% from April 2020 which is proposed by USS, based on the valuation as it stands". It was suggested that this proposal might entail raising employees' contributions to 9.1% of salary, and employers' by 2.1%, taking their contribution to 20.1%.
On 15 October Sam Marsh, of the University of Sheffield, reported in detail on his own analysis of data obtained from USS after a long period of requesting the information. He found that the methodologies by which USS's 'test 1' measures the pension scheme's viability were flawed, and that by maintaining previous investment strategies, USS would have the surplus it would require to meet its future liabilities. UUK asked the USS trustee to investigate Marsh's arguments. Marsh's commentary had also attracted prominent support from Michael Otsuka. USS defended its position the next day, accepting that Marsh's reanalysis was 'not wrong in isolation', but arguing that de-risking was necessary anyway. In response, UCU commissioned an independent report by First Actuarial which on 16 November 2018 supported Marsh's arguments and levelled a number of criticisms at USS's valuations and reasoning.
On 22 October UCU announced the results of the ballot on striking over pay. Although the majority of Union members who voted elected to take industrial action, the turnout only passed the 50% of members required by the Trade Union Act 2016 at seven universities (alongside which three Northern Irish universities, unaffected by the legislation, also voted to strike). Likewise, on 29 October Unison reported that although a majority of voting members had supported strike action, the vote was frustrated by insufficient turnout. On 7 November, UCU's special higher education sector conference decided to run another ballot, this time aggregating votes across the sector rather than running a different ballot for each university. On 23 November, the ballot was scheduled to run from 14 January to 22 February 2019.
On 8 November, UUK reported on a consultation of its members, which found them, like UCU, to support the Joint Expert Panel's recommendations. The news was welcomed by UCU. This suggested that a consensus position between these parties had been more or less achieved, meaning that the main faultline in the dispute now ran between USS on the one side, and UCU and UUK on the other.
USS declares 2017 valuation complete but agrees to a new 2018 valuation (22 November)
On 22 November, USS declared that 'as member and employer representatives on the Joint Negotiating Committee could not agree on an alternative outcome to the 2017 valuation', it would maintain the defined benefits scheme but implement contribution increases using the Scheme's default rules for cost-sharing between members and employers, as published on 25 July (starting with a small increase in contributions in April 2019). The 2017 valuation was eventually signed off on 29 January 2019.
However, USS agreed to undertake a new valuation of the fund as it stood at 31 March 2018, which the Joint Expert Panel had suggested would indicate a far smaller deficit. It was thought that this new valuation might forestall further requirements for contribution increases after April 2019.
The second of two ballots on industrial action regarding pay, the gender pay gap, workload, and casualisation in the 2018-19 academic year commenced on 14 January 2019. It closed in 22 February, with turnout too low to meet the 50% of members required by the Trade Union Act 2016 for industrial action to take place.
Consultation on 2018 USS valuation closes (28 February 2019)
On 2 January 2019, USS began a consultation with UUK on its 2018 valuation, which closed 28 February. USS proposed that it should be possible to increase overall contributions from 26% of salary (the contribution level that obtained from April 2016 to April 2019) to 29.7% of salary, rather than the higher increases planned in response to the 2017 valuation—but only if scheme members agreed to a system of 'trigger contributions' (additional contributions that would be triggered if short-term measures of deficit exceeded a certain level). UUK members, however, expressed scepticism at the necessity and appropriateness of this arrangement. In response, on 9 May 2019, USS proposed three options 'for finalising the 2018 valuation', retaining the scheme's previous benefits, and requiring lower contributions than the arrangement that the scheme had defaulted to in the absence of an agreement, but requiring much higher contributions than the proposals put forward by the JEP:
- A fixed total contribution rate of 33.7% of salary.
- A standard total contribution rate of 29.7% but with 'sufficiently strong contingent contribution arrangements' enabling higher contributions in certain circumstances.
- A fixed total contribution rate of 30.7%, 'subject to a 2020 valuation'.
Meanwhile, on 15 March the Council of Trinity College, Cambridge voted to withdraw the college unilaterally from USS as of 31 May 2019, replacing the USS scheme with a defined benefits scheme, to avoid the college bearing any responsibility for other pensions in the UK higher education system in the event of foreclosures in the sector. USS noted that this development would not in itself significantly affect the strength of the scheme, but that if a further financially secure employer left the scheme, the scheme would be markedly weaker. The move prompted some Cambridge academics to begin boycotting supervising Trinity College students, with over 450 Cambridge academics pledging to withdraw all labour from the college by 19 June. The General Secretary elect of UCU, Jo Grady, published an open letter calling on the college's fellows to change their course, arguing that to do so was in their interest and the interest of the USS pension scheme generally. On 21 June, however, Trinity's fellows voted by 73 votes to 46 to leave USS, prompting UCU to consider its second ever national boycott of a UK HE institution.
On 21 May 2019, it was revealed that Jane Hutton, in her capacity as a non-executive director on the USS board of trustees, had in March 2018 complained to the Pensions Regulator, alleging that her efforts in 2017 to check whether the USS deficit had been miscalculated had been frustrated by delays and obstructions to providing her with data to which she needed access to fulfil her fiduciary duties. As of May 2019, the Pensions Regulator and Financial Reporting Council were investigating the allegations. On 14 June 2019, as the investigation continued, the Regulator rebuked USS for claiming that aspects of USS policy were mandated by the Regulator when in fact they were not.
On 26 May 2019, UCU's Higher Education Sector Conference voted to commence a further dispute with USS employers, balloting for industrial action in September. The Union wrote to relevant vice-chancellors on 7 June asking them to avert possible industrial action by committing "to uphold the level of contributions no higher than 26% (8% for members)", in the first instance by seeking to influence USS policy via employers' representatives on the Employers’ Pension Forum (EPF) and the UUK nominees to USS's joint negotiating committee. The Union asked that, failing that, employers "must cover any increases in full that are needed to maintain current benefits until USS’s governance and valuation methods and assumptions have been overhauled".
On 22 August 2019, the Joint Negotiating Committee, representing UCU and UUK, met to determine the position that they would put to the USS trustees. The independent chair, Andrew Cubie, used his deciding vote to support UUK's preferred plan. In this scheme, total contributions per member would be 30.7% of salary, with 9.6% being paid by the employee and 21.1% by the employer. A further valuation would follow in 2020 and in the absence of an alternative agreement, the contribution rate would rise to 34.7% in October 2021 with members paying 11% and employers 23.7%. UCU argued that employees' contributions should not rise above 8%, and that the Joint Expert Panel had suggested alternative paths to achieving this that had been agreeable to both UCU and UUK. UUK offered to limit staff contributions to 9.1% instead of 9.6% if UCU would agree to hold no strikes on pensions for two years, an offer which UCU rejected.
Responses to the strikes
Changes in UK law
The strike brought to the attention of unions and the UK government a potential ambiguity in UK legislation: migrant workers on Tier 2 and 5 visas have an annual 20-day limit on unpaid absence from work. As some universities had seen local strike action during 2017-18 in addition to the 14 days of national strike action, fears arose that staff members who were on strike for more than 20 days in a year might have their visas revoked, and that this might in turn impinge on their legal rights to take industrial action. On 12 July, the home secretary Sajid Javid declared that it was "not the government’s policy to prevent migrant workers from engaging in legal strike action" and that he would introduce changes to the rules and guidelines on immigration to be explicit that strike action did not count as "unpaid absence".
In the ballot for the strike, UCU achieved an unusually high turnout and strong support for industrial action, and membership grew by about 15,000 between the beginning of 2018 and 12 April.
Staff organised "teach-outs" off campus at "every university with a substantial picket line"; these featured education sessions which tended to be left-wing or critical of recent changes in UK higher education, apparently led by the University of Leeds, whose UCU branch had tested the model during a local dispute in autumn 2017. Some pickets also featured staff singing rewrites of popular songs, among them Leeds University UCU's Strike Up Your Life (based on the Spice Girls' hit Spice Up Your Life) or dance routines, prominently including Cambridge University UCU's performance to Public Enemy's Fight the Power. Geographers at the University of Nottingham produced a 'stike zine'. Meanwhile, Southampton University UCU's 'Dinosaur of Solidarity', a person in a dinosaur costume, became a minor social-media sensation.
As the strikes commenced, academics at Oxford and Cambridge began using those universities' democratic structures to change the universities' position on pension reform. Oxford staff's attempts to use the university's supreme governing body, Congregation, to effect a change of policy failed due to procedural problems on 5 March, but the next day Oxford's vice-chancellor Louise Richardson declared that the University would nonetheless heed the wishes of staff to "reverse its response to the UUK survey".
As the strikes developed, university staff increasingly called into question the governance structures of UUK, individual universities, and USS, along with the marketisation of the UK higher education sector and its increasingly precarious workforce. By 13 April, over 12,000 people had signed a petition calling for UUK to be made subject to the Freedom of Information Act 2000.
Staff also made extensive use of social media (see below).
Universities were represented in the dispute by UUK.
However, some vice-chancellors expressed support for UCU's position before the strike. Anthony Forster, vice-chancellor at the University of Essex, described a staff consultation process that led Essex to support retaining defined benefits via increased pension contributions. The University of Warwick's Stuart Croft publicly stated that "I am sure that I am not alone in being mystified at this [proposed] change", and argued, in line with the position of the Liberal Democrats, that the UK government should underwrite USS pensions.
After the strike began, other vice chancellors voiced concern about UUK's position, and by the second day of strike action, 18 were being reported as calling for renewed negotiations, or as supporting UCU's position. Some joined staff on picket lines, among them Anton Muscatelli (Glasgow), Keith Burnett (Sheffield) and Robert Allison (Loughborough). In a letter to The Times of 16 March, the vice-chancellor of Cambridge University, Stephen Toope, expressed sympathy with the concerns of staff and students about not only pensions, but also marketisation of UK universities, and held a wide-ranging public meeting with around 550 staff and students in Great St Mary's Church, scheduling a further such meeting for 26 April.
Conversely, many universities demanded that staff reschedule teaching that had not been delivered during the strike, noting their right to deduct pay for partial performance if staff did not. However, a smaller number appeared to be committed to implementing deductions. Examples which attracted media attention included:
|University of St Andrews||100%|
|University of Sheffield||25%|
|University of Kent||50% per breach of contract|
|University of Leeds||25%|
In Sheffield's case, pay deduction of 25% for partial performance, rising to 100% after five days, was initially threatened, provoking alumni to threaten to withdraw donations. The University then explained that it would not implement deductions for partial performance. Similar developments occurred at St Andrews, with the Principal, Sally Mapstone, writing that "having considered all matters in the round, I believe that our current policy to deduct pay at 100% for failure to reschedule classes cancelled due to strike action is inconsistent with this University's values and the store we place on our shared sense of community". At Leeds, a number of external examiners resigned in protest at the university's plans, ongoing as of 10 March, to deduct pay for partial performance, while Alice Goodman, widow of the university's noted professor Geoffrey Hill, addressed an open letter to the university's vice chancellor asking the University to reconsider its stance.
Video recording of lectures had become widespread in UK universities by 2016, and some universities sought to use lectures recorded in previous years to substitute for teaching missed during the strikes. This prompted renewed debates about what rights universities should claim in the intellectual output of their staff.
A Yougov poll of 738 undergraduate students conducted for UCU between 13 and 20 February 2018 found that nationally, 61% of students said they supported the strikes, with 19% opposed and the remainder unsure. At striking institutions, support was 66%, with 18% opposed. In February 2018, a poll of 1,500 students for Times Higher Education magazine found over half (51.8%) would support their lecturer in a walk-out and just under a third (29.3%) would not. Support for the national strike was evenly balanced, with 38.4% in favour and 38.4% against.
By 8 March, extensive student support for the strikes was still being reported, observing that students were joining with staff in solidarity against the marketisation of UK higher education.
Students, who in England had since 2012 paid fees covering most of the cost of their education, responded by demanding compensation from their universities, explicitly in support of the striking staff: by 20 February 2018, 70,000 had signed letters and petitions of this kind, rising to around 126,000 by 5 March.
On 4 March 2018, it was reported that King's College London had become the first university to offer to use money not spent on striking staff's salaries to compensate students. Robert Liow, a third year law student at the university, told the BBC that if universities did not refund students part of their fees, they would be profiting from the dispute, as they would gain the money not paid to striking university staff:
I don't want a consumerist education service. I believe education is a public good and not a service to be sold. But if we are going to be treated as consumers we are going to ask for our money back.
By May 2019, the Office of the Independent Adjudicator for Higher Education (designated under the Higher Education Act 2004 to run the higher education student complaints scheme within England and Wales) has issued a number of adjudictions in response to student complaints, asking universities to offer partial refunds of fees.
On 23 March 2018, it was reported that the international disputes lawyers Asserson had begun co-ordinating a no-win no-fee suit for compensation for students affected by the strikes, inviting students to sign up to participate via https://www.universitycompensation.co.uk/. On 24 April 2018, it was announced that over 1,000 students had signed up: enough to apply for a group litigation order. By 17 June, over 5,000 had joined. Asserson estimated that one million students had been affected by the strike, with 575,000 teaching hours lost. They suggested that universities might be liable for £20m compensation.
Occupations and other activism
On the first day of the strikes the UUK head office in London was occupied by students. Students undertook occupations of university buildings in support of the strike at various institutions, including University College London (26 February), the University of Liverpool (28 February) and the University of Bristol (5 March), along with students at Leicester, Bath, Exeter, Southampton, Sussex, and Reading. A fresh wave of occupations began on 12 March, following the publication of the first ACAS-brokered joint agreement between UCU and UUK, which UCU members rejected. Universities with occupations during that week included Reading, Cambridge (in the Old Schools), Dundee, York (in Heslington Hall), Sheffield (in the Arts Tower), Stirling, Aberdeen, Surrey, Sussex, and Glasgow.
The purpose of the occupations extended into other issues: on 19 March, University of London students occupied Senate House in support of a strike called for 25–26 April by outsourced worked including cleaners, porters and receptionists. At one point during the occupation, students were locked into a room by staff members of the university.
In the wake of the February–March strikes, the students' union at SOAS called on its members to refuse to submit work with deadlines before 23 March, arguing that deadlines so soon after the end of the strikes would negatively affect students' work.
On 29 November 2017, Carol Monaghan (Scottish National Party) tabled an Early Day Motion in the House of Commons entitled "Defending Academic Pensions", noting "with concern the proposal by Universities UK to close the defined benefit portion of the Universities Superannuation Scheme (USS) to all future service". The motion was sponsored by Caroline Lucas (Green Party), Martyn Day and Pete Wishart (SNP), and Jim Cunningham, and Mary Glindon (Labour). As of 19 March, it had been signed by 133 MPs.
During the first week of industrial action, UCU's stance was explicitly supported by the Labour and Green Parties. The Liberal Democrats argued that the government should underwrite the USS pension scheme, easing its assessment of risk. The Conservative universities minister Sam Gyimah encouraged the parties to negotiate, and encouraged universities to compensate students for missed education.
Some scholarly societies issued statements supporting the strike or its goals. They included History UK, which said it 'believes universities should try to maintain the conditions of employment under which academics were originally employed. That includes pensions'; the Englineering Professors' Council; and the British Dental Association. Others did not take a position but did publicly discuss the issues, among them the British Psychological Society.
The action attracted national television coverage, and supportive editorials from newspapers including the Observer and the Financial Times, which opined that "the universities must increase their pensions offer, and lecturers should give a fair hearing to any new proposals. Failing that, students should be compensated by the colleges". Support for UUK, meanwhile, was offered in The Times, with Daniel Finkelstein, for example, arguing that "the pension fund is a pot of money shared between current and past staff. All that the trustees and the regulator are trying to do is to make sure it is fairly shared out. They are ensuring the money hasn't all been given away while there are people with future claims against it".
A number of commentators expressed exasperation at a tendency in the media, and on social media, to refer to the strike as a "lecturers' strike", when it involved a wide range of staff, academic and non-academic.
UCU members made extensive use of social media during the dispute. They were used to disseminate activists' research on the changes to pensions. Social media were also used to satirise universities' senior management: for example, the hashtag #FindMyProvost was used to mock vice-chancellors who did not engage with staff. They were also a powerful organising tool. A prominent example was the Twitter hashtag #NoCapitulation, which emerged as the unifying message university staff rallied behind twenty hours after the Acas agreement of 12 March. Dr Ed Rooksby, a tutor at Ruskin College Oxford said "The leadership saw this wave of hostility coming towards them and backed down ... I'm sure there wouldn't have been as much momentum without Twitter, and without someone coming up with that hashtag." Dr. Jo Grady, a senior lecturer in employment relations at Sheffield University, stated her belief that Twitter had helped people connect "outside of traditional union frameworks" and that this was ironic as their employers were the ones who encouraged staff to use social media as a tool for self-promotion.
- "About UCU". www.ucu.org.uk. Retrieved 28 March 2018.
- "UCU announces 14 strike dates at 61 universities in pensions row". www.ucu.org.uk. Archived from the original on 5 March 2018. Retrieved 12 March 2018.
- Burns, Judith (21 February 2018). "University strike: What's it all about?". BBC News. Archived from the original on 27 February 2018. Retrieved 12 March 2018.
- "WIRED UK - Future Science, Culture & Technology News and Reviews". www.wired.co.uk. Archived from the original on 26 February 2018. Retrieved 20 March 2018.
- Correspondent, Nicola Woolcock, Education CorrespondentNicola Woolcock, Education (9 March 2018). "University lecturers to strike as students sit summer exams". The Times. ISSN 0140-0460. Retrieved 12 March 2018.
- "Pensions strike forces UK universities to reset examinations". Times Higher Education (THE). 28 March 2018. Retrieved 28 March 2018.
- "New university strike dates announced". The Independent. 28 March 2018. Retrieved 28 March 2018.
- Burns, Judith (6 March 2018). "University talks resume after Twitter row". BBC News. Archived from the original on 12 March 2018. Retrieved 12 March 2018.
- Burns, Judith (6 March 2018). "University strike talks resume after Twitter skirmishes". BBC News. Archived from the original on 5 March 2018. Retrieved 6 March 2018.
- Thomas Hale, 'The strange economics of the university strikes Archived 9 March 2018 at the Wayback Machine', Financial Times (22 February 2018).
- "UCU announces 14 strike dates at 61 universities in pensions row". www.ucu.org.uk. Archived from the original on 2 February 2018. Retrieved 6 February 2018.
- 'Striking dons add to UK students’ resentments Archived 25 February 2018 at the Wayback Machine', The Financial Times (20 February 2018).
- Richard Adams, 'Theresa May to reveal details of tuition fee overhaul on Monday Archived 27 February 2018 at the Wayback Machine', The Guardian (16 February 2018).
- Sebastian Borger, '[www.fr.de/wissen/grossbritannien-professoren-wollen-universitaeten-lahmlegen-a-1452510 Professoren wollen Universitäten lahmlegen]', Frankfurther Rundschau, 74.44 (21 February 2018), p. 23.
- Daniel Zylbersztajn, 'Stillstand an den Unis Archived 22 February 2018 at the Wayback Machine', Taz (22 February 2018).
- Steven Parfitt, 'Lecturers on Strike Archived 12 March 2018 at the Wayback Machine', Jacobin (21 February 2018).
- Sean Coughlan, 'Theresa May's university review will not scrap fees Archived 26 February 2018 at the Wayback Machine', BBC News (19 February 2018).
- Thomas Hale, 'Universities and the allure of capital markets Archived 7 March 2018 at the Wayback Machine', Financial Times (6 March 2018).
- Rosemary Bennett, Nicola Woolcock and Ryan Watts, 'University debt: credit crunch looms as debt spirals', ''The Times'' (3 January 2019), https://www.thetimes.co.uk/article/university-debt-credit-crunch-looms-as-debt-spirals.
- Harry Yorke, 'Universities told they face fines if strikes harm students', The Daily Telegraph (27 February 2018), 2.
- Douglas Logan, The Birth of a Pension Scheme. A History of the Universities Superannuation Scheme (Liverpool University Press 1985).
- Emmanouil Platanakis and Charles Sutcliffe, 'Asset–Liability Modelling and Pension Schemes: The Application of Robust Optimization to USS', The European Journal of Finance (2015), 1-29, doi:10.1080/1351847X.2015.1071714.
- Emmanouil Platanakis and Charles Sutcliffe, 'Pension Schemes, Taxation and Stakeholder Wealth: The USS Rule Changes', ICMA Centre, Discussion Paper Number: ICM-2017-08 (23 January 2018): https://ssrn.com/abstract=3039364; doi:10.2139/ssrn.3039364.
- Jack Grove, 'New USS Pension Reform Plans to be Put to Union Vote Archived 15 February 2018 at the Wayback Machine', Times Higher Education (15 January 2015).
- Emmanouil Platanakis and Charles Sutcliffe, 'Pension Scheme Redesign and Wealth Redistribution Between the Members and Sponsor: The USS Rule Change in October 2011', Insurance: Mathematics and Economics, 69 (2016), 14–28. doi:10.1016/j.insmatheco.2016.04.001
- 'Universities’ main pension pot faces the biggest deficit of any British fund Archived 15 February 2018 at the Wayback Machine', The Economist (3 August 2017).
- 'Backing for defined benefit pension scheme bucks trend', The Financial Times (5 October 2018).
- Mervyn King and John Kay, 'USS crisis: can the pension system be reformed?', Times Higher Education (6 September 2018), https://www.johnkay.com/2018/09/06/uss-crisis-can-the-pension-system-be-reformed/.
- Imeson, Sophia (16 January 2018). "Southampton uni's DB closure proposal poorly timed, experts say". Pensions Expert. Archived from the original on 19 March 2018. Retrieved 18 March 2018.
- Phillips, James (15 January 2018). "Southampton Uni support staff 'face two-thirds pension cut'". Professional Pensions. Archived from the original on 15 January 2018. Retrieved 18 March 2018.
- McInnes, Kathie (12 March 2018). "Hundreds of university staff braced for pension changes". The Sentinel. Archived from the original on 19 March 2018. Retrieved 18 March 2018.
- E.g. Christine Berry, 'USS is the tip of the iceberg. Our pensions system is a hot mess Archived 16 March 2018 at the Wayback Machine', OpenDemocracy (1 March 2018).
- Sean Coughlan, '[www.bbc.co.uk/news/education-43157711 University pension boss's £82,000 pay rise]', BBC News (22 February 2018).
- Phoebe Braithwaite, 'The university pensions strike is a last resort for STEM academics Archived 7 March 2018 at the Wayback Machine', Wired (23 February 2018).
- Jamie Doward, 'Revealed: British university vice-chancellors’ five-star expenses Archived 26 February 2018 at the Wayback Machine', The Guardian (24 February 2018).
- D. Spiegelhalter and others, 'Examining the Numbers on Pension Valuation', The Financial Times (19 September 2017); available at https://www.dannydorling.org/?p=6109 and http://www.dannydorling.org/wp-content/files/dannydorling_publication_id6103.pdf.
- Jack Grove, 'UK university staff offered 1.7 per cent pay rise for 2018-19', Times Higher Education (16 April 2016).
- Sophie Inge, 'UK universities rely on casual staff ‘for up to half of teaching’ Archived 21 March 2018 at the Wayback Machine', Times Higher Education (6 March 2016).
- Sophie Inge, '‘Genie out of the bottle’ on casualisation after pension strikes Archived 21 March 2018 at the Wayback Machine', Times Higher Education (21 March 2018).
- Sanjana Varghese, 'Cleaners announce biggest ever strike for outsourced workers in Higher Education Archived 22 March 2018 at the Wayback Machine', London Student (16 March 2018).
- 'British professionals revolt as austerity hits the middle class', The Economist (26 April 2018).
- 'University and College Union Higher Education Branch Action Note', UCUBAN/HE29 (21 March 2018).
- Jack Grove, 'UK university staff offered 1.7 per cent pay rise for 2018-19', Times Higher Education (16 April 2018 ).
- Ellie Bothwell, 'UK university staff offered 2 per cent pay rise', Times Higher Education (11 May 2018).
- Anna McKie, 'UK university staff to vote on strike action in pay dispute', Times Higher Education (29 June 2018).
- 'Trade union laws frustrate national support for strike action on pay' (22 October 2018).
- 'Next Steps Agreed', HE national negotiations 2018-19 (26 November 2018).
- Chris Havergal, 'UK union members vote to strike over pay but turnout falls short', Times Higher Education (22 February 2019).
- Jo McNeill, 'The pay ballot shows that the UCU is stronger than ever', Times Higher Education (25 February 2019).
- Chris Havergal, 'Final pay offer promises 1.8 per cent minimum rise for UK staff', Times Higher Education (1 May 2019).
- Gordon, Sarah (28 July 2017). "University pension fund deficit soars to £17.5bn". Financial Times. Archived from the original on 29 July 2017. Retrieved 29 July 2017.
- Ben Chu, '[www.independent.co.uk/voices/university-lecturers-strike-economics-pensions-a8227421.html If you look at the economics, it's completely reasonable for university lecturers to strike over pension changes]', The Independent (25 February 2018).
- 'Proposed changes to future USS benefits'.
- Christine Berry, 'USS is the tip of the iceberg. Our pensions system is a hot mess Archived 16 March 2018 at the Wayback Machine', OpenDemocracy (1 March 2018).
- "USS strike: social media has collapsed the case for pension cuts". Times Higher Education (THE). 12 March 2018. Archived from the original on 12 March 2018. Retrieved 12 March 2018.
- 'UUK and UCU strike pensions deal', Pensions Expert (12 March 2018).
- Bill Galvin, 'USS strike: we can’t ignore reality of our deficit, says pensions boss Archived 22 March 2018 at the Wayback Machine', Times Higher Education (19 March 2018).
- Gardiner, Becky (12 March 2018). "Why I'm a striking lecturer: I want to stop the slow death of public education | Becky Gardiner". the Guardian. Archived from the original on 12 March 2018. Retrieved 12 March 2018.
- Alistair Jarvis, 'Universities UK chief Alistair Jarvis: union’s pension demands will cost £1bn a year', The Sunday Times (18 March 2018), accessed from "Archived copy". Archived from the original on 20 March 2018. Retrieved 21 March 2018.CS1 maint: archived copy as title (link).
- John Marenbon, 'USS strike: academics are wrong to walk out Archived 7 March 2018 at the Wayback Machine', Times Higher Education (2 March 2018).
- David Bailey and John Clancy, 'USS strike: regulator is to blame for pensions crisis', Times Higher Education (13 March 2013).
- Sally Weale and Alexandra Topping, 'University lecturers begin strike action over pensions Archived 27 February 2018 at the Wayback Machine', The Guardian (22 February 2018); 'UCU Pension Strike', "Archived copy". Archived from the original on 28 February 2018. Retrieved 16 March 2018.CS1 maint: archived copy as title (link).
- Hunt, Sally (5 March 2018). "The university pension strike will only end when we're listened to | Sally Hunt". the Guardian. Archived from the original on 11 March 2018. Retrieved 12 March 2018.
- England, Higher Education Funding Council for. "Financial health overview - Higher Education Funding Council for England". www.hefce.ac.uk. Archived from the original on 12 March 2018. Retrieved 12 March 2018.
- Richard Adams, 'Universities threaten to punish striking staff over cancelled lectures Archived 16 March 2018 at the Wayback Machine', The Guardian (2 March 2018).
- Richard Adams, 'Universities strike blamed on vote by Oxbridge colleges Archived 27 February 2018 at the Wayback Machine', The Guardian (21 February 2018).
- Baynes, Chris (22 February 2018). "Oxbridge universities 'given greater say than other institutions' on pensions cuts driving higher education strike". The Independent. Archived from the original on 4 March 2018. Retrieved 18 March 2018.
- Anthony Hesketh, 'The solution to university pensions? Better fund managers Archived 27 February 2018 at the Wayback Machine', The Guardian, 22 February 2018.
- "Is the USS really in crisis?, 23/11/17, Dennis Leech's blog". blogs.warwick.ac.uk. Retrieved 6 February 2018.
- Susan Cooper, 'A Pensions Proposal: Constant Contributions Archived 28 February 2018 at the Wayback Machine' (p. 1).
- 'HE members to be consulted over proposed pension changes' (13 February 2019).
- 'UNISON writes to vice chancellors over university pensions dispute' (20 February 2018).
- Camilla Turner, '["Archived copy". Archived from the original on 26 February 2018. Retrieved 16 March 2018.CS1 maint: archived copy as title (link) Lecturers' strike: universities refusing to bow on pension reforms, leaked letter reveals', The Sunday Telegraph (24 February 2018).
- Richard Adams and Emily Hawkins, 'University staff pension dispute moves to Acas Archived 16 March 2018 at the Wayback Machine', The Guardian (27 February 2018).
- Camilla Turner, 'Lecturers and university leaders enlist conciliation service Acas but strikes are set to continue Archived 4 March 2018 at the Wayback Machine', The Telegraph (27 February 2018).
- 'Further talks agreed in universities pensions dispute Archived 28 February 2018 at the Wayback Machine' (27 February 2018).
- "Fresh strikes could hit university exams". BBC News. 8 March 2018. Archived from the original on 11 March 2018. Retrieved 12 March 2018.
- "'Further talks agreed in universities pensions dispute' (27 February 2018)". Archived from the original on 28 February 2018. Retrieved 28 February 2018.
- Judith Burns, 'University strike talks resume after Twitter skirmishes Archived 12 March 2018 at the Wayback Machine', BBC News (6 March 2018).
- Robert Wright, 'UK universities could be hit by new strikes amid pension dispute Archived 9 March 2018 at the Wayback Machine', Financial Times (8 March 2018).
- Coughlan, Sean (13 March 2018). "Deal offered in university pensions row". BBC News. Archived from the original on 13 March 2018. Retrieved 13 March 2018.
- University and College Union and Universities UK, 'Agreement reached between UCU and UUK under the auspices of ACAS Archived 12 March 2018 at the Wayback Machine' (12 March 2018).
- Weale, Sally (13 March 2018). "University strikes to continue after staff reject pension offer". the Guardian. Archived from the original on 13 March 2018. Retrieved 14 March 2018.
- 'University strikes remain on as UCU rejects proposals Archived 13 March 2018 at the Wayback Machine' (13 March 2018).
- Sean Coughlan, 'University strikers reject pension deal Archived 16 March 2018 at the Wayback Machine', BBC News (13 March 2018).
- "University strikes remain on as UCU rejects proposals". www.ucu.org.uk. Archived from the original on 13 March 2018. Retrieved 14 March 2018.
- Weale, Sally (13 March 2018). "University strikes to continue after staff reject pension offer". The Guardian. Archived from the original on 18 March 2018. Retrieved 18 March 2018.
- Nicole Kobie, '#NoCapitulation: How one hashtag saved the UK university strike Archived 21 March 2018 at the Wayback Machine', Wired (18 March 2018).
- Coughlan, Sean (13 March 2018). "University strikers reject pension deal". BBC News. Archived from the original on 13 March 2018. Retrieved 14 March 2018.
- See further 'How we got to yesterday and what's next' (14 March 2018).
- "UCU rejects proposals jointly agreed at ACAS". www.universitiesuk.ac.uk. Archived from the original on 15 March 2018. Retrieved 14 March 2018.
- Kristian Johnson, 'Five things we learned from the latest UCU rally through Leeds city centre Archived 18 March 2018 at the Wayback Machine', LeedsLive (14 March 2018).
- 'Universities UK planning more talks with UCU to end pensions dispute Archived 16 March 2018 at the Wayback Machine' (14 March 2018).
- 'Employer consultation in relation to proposed changes to Universities Superannuation Scheme Archived 16 March 2018 at the Wayback Machine' (accessed 15 March 2018).
- Chris Havergal, 'Call for external examiners to quit in UK pensions dispute Archived 16 March 2018 at the Wayback Machine', Times Higher Education (16 March 2018).
- Sophie Inge, 'Hundreds of external examiners resign in UK pensions dispute', Times Higher Education (23 March 2018).
- 'Panel of independent experts to review processes for arriving at pension deficit' (18 March 2018).
- 'UCU responds to UUK valuation review' (18 March 2018).
- 'University members asked to strike to defend USS pension scheme' (23 March 2018).
- Talya Misiri, '‘Enough is enough’ Unison urges USS members to join industrial action', PensionsAge (23 March 2018).
- 'Unison strike ballot over university pensions', Morning Star (24 March 2018).
- 'New offer sent to UCU members in USS pensions dispute' (23 March 2018).
- "Subscribe to read". Financial Times.
- Max Jenner, 'NewsUUK tables new proposal for UCU', Oxford Student (23 March 2018).
- Adams, Richard (28 March 2018). "UK university staff to vote on latest pensions offer". the Guardian. Retrieved 28 March 2018.
- Steven Parfitt, 'Deal or No Deal?', Jacobin (3 March 2018).
- Richard Adams, 'University staff vote on pensions offer – without a deal in sight', The Guardian (4 April 2018).
- Sophie Inge, 'Under-pressure UCU leader urges members to accept pensions deal', Times Higher Education (4 April 2018).
- "Union unrest opens new front in UK university pensions dispute". Times Higher Education (THE). 9 April 2018. Retrieved 20 April 2018.
- 'Members vote to accept employers' latest offer' (13 April 2018).
- "Ballot result on Joint Expert Panel". www.universitiesuk.ac.uk. Retrieved 17 April 2018.
- Chris Havergal, 'Strikes suspended as union members vote to end pensions dispute', Times Higher Education (13 April 2018).
- "Latest developments". www.ucu.org.uk. Retrieved 19 April 2018.
- Freedman, Des (16 April 2018). "Universities ending the strikes is not a climbdown – the fight goes on | Des Freedman". the Guardian. Retrieved 20 April 2018.
- 'UCU and UUK announce appointment of Chair for USS Joint Expert Panel', 18 May 2018.
- UCU and UUK announce appointment of Chair for USS Joint Expert Panel' (18 May 2018).
- 'UCU announces nominations to USS joint expert pane[permanent dead link]' (221 May 201).
- The Joint Expert Panel on the Universities Superannuation Scheme commissioned by the University and College Union and Universities UK, 'Report of the Joint Expert Panel' (September 2018), pp. 70-71.
- "USS announces increases in higher education pension contributions".
- Chris Havergal, 'Sally Hunt clings on as UCU leader as congress curtailed', Times Higher Education (1 June 2018).
- Jack Grove, 'UCU’s Sally Hunt censured over handling of pensions strike', Times Higher Education (18 October 2018).
- 'HE national negotiations 2018-19' (accessed 11 September 2018).
- 'Concluding the 2017 valuation' (22 November 2018).
- Jack Grove, 'USS to revisit £7.5 billion deficit valuation', Times Higher Education (22 November 2018).
- The Joint Expert Panel on the Universities Superannuation Scheme commissioned by the University and College Union and Universities UK, 'Report of the Joint Expert Panel' (September 2018).
- 'USS Joint Expert Panel' (13 September 2018).
- Jack Grove, 'Pay extra 1% of salary to save USS pension benefits, says panel', Times Higher Education (13 September 2018).
- Josephine Cumbo, 'University pension fund accused of exaggerating shortfall', The Financial Times (16 October 2018).
- Sam Marsh, 'A flawed valuation: the layperson’s guide to my findings on USS’s ‘Test 1’' (15 October 2018).
- Felicity Callard, Jo Grady, Nick Hardy, Jaya John John, Nicky Priaulx, and Ruth Stirton, 'Sam Marsh exposes new problems in the USS valuation', USSbriefs, 59 (16 October 2018).
- Michael Otsuka, 'USS’s valuation rests on a large and demonstrable mistake' (13 October 2018).
- 'Claims of a ‘large and demonstrable error’ in the valuation', (16 October 2018).
- Jack Grove, 'Universities Superannuation Scheme rejects valuation error claim', Times Higher Education (17 October 2018).
- Hilary Salt and Derek Benstead, 'Report for University and College Union: Three Questions on the USS 2017 valuation' (16 November 2018).
- 'Higher education ballot result' (29 October 2018).
- 'Update: employers' views on JEP recommendations' (8 November 2018).
- 'UCU welcomes universities' acceptance of expert pensions report's findings' (14 November 2018).
- Jack Grove, 'Universities back panel’s plans for USS pension contributions', Times Higher Education (14 November 2018).
- 'Scheme Funding Report of the Actuarial Valuation: Universities Superannuation Scheme, as at 31 March 2017' (Birmingham: Mercer, 2019).
- Universities Superannuation Scheme, '2018 Actuarial Valuation: A consultation with Universities UK on the proposed assumptions for the scheme’s Technical Provisions and Statement of Funding Principles' (2 January 2019).
- Stephanie Hawthorne, 'Employers reject call for contingency contributions from USS', Pensions Expert (March 15, 2019).
- '2018 Valuation update: 9 May 2019' (9 May 2019).
- Noella Chye, 'Revealed: Trinity plans exit from national pension scheme, isolating college from higher education sector', Varsity (8 December 2018).
- Noella Chye, 'Leaked: Trinity has voted to leave the UK pensions scheme. If two employers exit, staff pensions may be in uncharted territory', Varsity (19 May 2019).
- Rosie Bradbury, 'Trinity confirms exit from national pensions scheme – over 230 academic staff will now boycott supervising Trinity students', Varsity (24 May 2019).
- Chris Havergal, 'Cambridge’s Trinity confirms departure from USS pension scheme', Times Higher Education (24 May 2019).
- Chloe Bayliss, '‘Arrogant and uncollegial’: Academics on Trinity’s USS withdrawal', Varsity (19 June 2019).
- Rosie Bradbury, 'Cambridge academics rally outside Trinity in protest of USS exit', Varsity (30 May 2019).
- Jo Grady, 'Open letter to Fellows of Trinity College, Cambridge' (29 May 2019).
- Natalie Tuck, 'UCU threatens boycott of Trinity College over USS exit', PensionsAge (21 June 2019).
- Josephine Cumbo, 'Regulators probe claims about university pension plan', Financial Times (21 May 2019).
- Josephine Cumbo, 'Regulator rebukes UK university pension scheme', Financial Times (14 June 2019).
- Paul Bridge, 'Notice of Trade Dispute Over USS Pensions' (7 June 2019).
- Richard Adams, 'UK universities brace for strike action in pensions dispute', The Guardian (25 August 2019).
- 'Autumn pension strikes more likely as universities impose higher costs' (22 August 2019).
- 'Employers' strike ban rejected by UCU in pensions dispute' (23 August 2019).
- "Curtailing overseas scholars' right to strike undermines their academic citizenship".
- "Javid: foreign staff can strike without risking right to remain".
- Javid, Sajid (12 July 2018). "Immigration:Written statement - HCWS848". parliament.uk.
- Jack Grove, 'The USS strike and the winter of academics’ discontent', Times Higher Education (12 April 2018).
- Sanjana Varghese, 'Why students are coming out in support of their striking lecturers Archived 12 March 2018 at the Wayback Machine', The New Statesman (8 March 2018).
- Lally, Catherine (21 February 2018). "Academics to hold alternative teach-outs during strike action". Varsity. Archived from the original on 8 March 2018.
- 'Bangor University staff to ‘Teach-Out’ during strike Archived 8 March 2018 at the Wayback Machine', The Bangor Aye (20 February 2018).
- Jana Bacevic, 'USS strike: picket line debates will re-energise scholarship', Times Higher Education (13 March 2018).
- "Organising a teach-out". University of Leeds UCU. 15 December 2017. Archived from the original on 8 March 2018.
- Lesley McCorrigan, 'Fourteen Days, Hold Tight: Reflections from Leeds on the USS Strike', Another Education is Possible, 10 (Spring 2018), 12-13.
- 'Watch: Cambridge University teachers show off funky dance moves in protest against pension cuts', Scroll.in (13 March 2018).
- Ellie Mullett, 'Striking Cambridge dons dance for their pensions in flash mob video Archived 18 March 2018 at the Wayback Machine', Violet by Varsity (11 March 2018).
- 'Demanding the Impossible: A Strike Zine' (2018).
- Arun Aggarwal, 'Interview with a Dinosaur[permanent dead link]' (12 March 2018).
- Richard Adams, 'Oxford University backs down in pensions dispute Archived 16 March 2018 at the Wayback Machine', The Guardian (7 March 2018).
- Christopher Phelps, 'Britain: Universities on Strike Archived 19 March 2018 at the Wayback Machine', Dissent (15 March 2018).
- Richard Watermeyer, 'USS strike: academics (and football fans) are fed up with ‘dehumanising’ conditions Archived 21 March 2018 at the Wayback Machine', Times Higher Education (20 March 2018).
- Celine Tan, 'USS Strikes: Defending the Collective Public Goods Mandate of the UK Universities', SLSA Blog (16 March 2018).
- Anthony Forster, 'Universities must pay more to protect pensions Archived 10 March 2018 at the Wayback Machine', Times Higher Education (19 February 2018).
- "Which way forward for USS?, 28/11/17, VC blog". blogs.warwick.ac.uk. Retrieved 6 February 2018.
- Stuart Croft, 'USS strike: is it time to nationalise university pensions? Archived 16 March 2018 at the Wayback Machine', Times Higher Education (26 February 2018).
- Todd Gillespie and Catherine Lally, 'Stephen Toope joins calls for renewed talks to end strikes Archived 25 February 2018 at the Wayback Machine', Varsity (23 February 2018).
- Sophie Inge, 'Pensions strike ‘poisons relations’ on UK campuses Archived 12 March 2018 at the Wayback Machine', Times Higher Education (8 March 2018).
- Stephen Toope, 'The future of UK universities', The Times (16 March 2018), accessed from "Archived copy". Archived from the original on 19 March 2018. Retrieved 21 March 2018.CS1 maint: archived copy as title (link).
- Rosemary Bennett, 'Turning universities into businesses ‘caused strikes’, says Cambridge vice-chancellor Stephen Toope', The Times (16 March 2018).
- Louis Ashworth, 'Toope attacks ‘fundamental error’ of university marketisation Archived 19 March 2018 at the Wayback Machine', Varsity (16 March 2018).
- Noella Chye & Jack Conway, 'Hundreds of students gather to quiz Toope on pensions, divestment, and Prevent Archived 19 March 2018 at the Wayback Machine', Varsity (16 March 2018).
- "Human Resources Strike Action & Action Short of a Strike FAQ" (PDF). Archived (PDF) from the original on 1 March 2018.
- "Frequently Asked Questions". Archived from the original on 1 March 2018. Retrieved 1 March 2018.
- "Kent's pay policy during this period of industrial action". Archived from the original on 2 March 2018.
- Sophie Inge, 'Tensions Mount on Campus as USS Pensions Strike Looms Archived 4 March 2018 at the Wayback Machine', Times Higher Education (22 February 2018).
- Kristian Johnson, 'Staff hit out at the University of Leeds for 'penalising striking members twice' Archived 3 March 2018 at the Wayback Machine', LeedsLive (28 February 2018).
- "UCU calls on university senior management to drop ASOS 25% deduction plan". Archived from the original on 3 March 2018. Retrieved 2 March 2018.
- 'Universities urged not to withhold staff pay', Yorkshire Post (2 March 2018).
- Maclure, Abbey (7 March 2018). "We spoke to Leeds alumni who are withdrawing their donations following the strikes". The Tab. Archived from the original on 8 March 2018. Retrieved 7 March 2018.
- Kathie McInnes, 'Union boss claims university is 'punishing' striking academics by docking their pay twice over Archived 6 March 2018 at the Wayback Machine', The Stoke Sentinel (3 March 2018).
- Lee Peace, 'Striking University of Sheffield lecturers in fresh row over 'pay deductions Archived 4 March 2018 at the Wayback Machine', The Star (2 March 2018).
- Dominic Penna, 'BREAKING: Former students are withdrawing donations to the University of Sheffield over ‘draconian’ strike policy Archived 4 March 2018 at the Wayback Machine', The Tab (1 March 2018).
- Smith, Annie (5 March 2018). "Lecturers to receive pay for failing to reschedule class due to strikes". The Saint. Archived from the original on 5 March 2018. Retrieved 5 March 2018.
- Nathan Hyde, 'Examiners resign in protest after University of Leeds threatens to dock striking lecturers' pay', LeedsLive (10 March 2018); archived at: https://web.archive.org/web/20180318213931/https://www.leeds-live.co.uk/news/leeds-news/examiners-resign-protest-after-university-14387728.
- Sarah Colvin, 'UK academics have snapped – and not just over pensions', Times Higher Education (22 March 2018).
- Alice Goodman, 'An Open Letter to the Vice Chancellor of Leeds University', LRB Blog (10 March 2018).
- John Elmes, 'Universities ‘uncertain’ about lecture-capture copyright' Archived 21 March 2018 at the Wayback Machine, Times Higher Education (8 December 2016).
- Jack Grove, 'Academics ‘must sign away authorship rights’ to recorded lectures', Times Higher Education (20 March 2018).
- "Students split over support for USS pensions strike, poll reveals". Times Higher Education (THE). 15 February 2018. Archived from the original on 25 February 2018. Retrieved 12 March 2018.
- Sally Weale, '70,000 students call for compensation over UCU lecturer strike Archived 27 February 2018 at the Wayback Machine', The Guardian (20 February 2018).
- Burns, Judith (5 March 2018). "University strike talks suspended without agreement". BBC news. Archived from the original on 5 March 2018. Retrieved 5 March 2018.
- Sian Griffiths, 'King’s College London offers student refunds over lecturers’ strike', The Sunday Times (4 March 2018).
- Sylvie Dumont, 'King’s College London is offering refunds to students for the lecturer strikes Archived 5 March 2018 at the Wayback Machine', The Tab (4 March 2018).
- Eleanor Busby, 'Universities told to refund half of students’ tuition fees for failing to make up missed lectures during strikes', The Independent (14 May 2019).
- Jamie Barlow, 'International law firm launches claim for University of Nottingham students to receive compensation amid strike action', Nottingham Post (23 March 2018).
- "Students' bid for UK strike compensation 'passes legal milestone'". Times Higher Education (THE). 24 April 2018. Retrieved 24 April 2018.
- "Thousands of UK students join pensions strike compensation claim".
- "Archived copy". Archived from the original on 16 March 2018. Retrieved 16 March 2018.CS1 maint: archived copy as title (link)
- Bacon, Lucy (27 February 2018). "UCL strike occupiers stop the Provost from getting into his office". The Tab. Archived from the original on 6 March 2018. Retrieved 5 March 2018.
- Traynor, Luke (27 February 2018). "University of Liverpool students 'occupy' Vice Chancellor's office". The Liverpool Echo. Archived from the original on 4 March 2018. Retrieved 5 March 2018.
- "Bristol students stage staff pensions strike occupation".
- Luke Adams,'Protesters refused to leave to support lecturers at the University of Reading Archived 19 March 2018 at the Wayback Machine', The Reading Chronicle (13 March 2018).
- Oliver Guest and Todd Gillespie, 'Student activists occupy Old Schools in support of strikes Archived 16 March 2018 at the Wayback Machine', Varsity (12 March 2018).
- Nadia Vidinova, Dundee University students occupy Tower building all night in support of striking lecturers Archived 16 March 2018 at the Wayback Machine', The Courier (13 March 2018).
- Chloe Laversuch, 'York University students occupy Heslington Hall in support of lecturers in pension dispute', The Press (13 March 2018).
- Dominic Penna, 'Opinion divided as students react to the occupation of the Arts Tower Archived 16 March 2018 at the Wayback Machine', The Tab (14 March 2018).
- Sean Bell, '"We will not tolerate any strikebreaking": Stirling students stage occupation in support of UCU strike Archived 16 March 2018 at the Wayback Machine', Commonspace (14 March 2018).
- 'Police called to University of Aberdeen protest Archived 14 March 2018 at the Wayback Machine', BBC News (14 March 2018).
- Joe Burn, 'University of Surrey strikes: Students occupy Senate House in support of ongoing UCU pensions dispute Archived 16 March 2018 at the Wayback Machine', Get Surrey (14 March 2018).
- "Archived copy". Archived from the original on 16 March 2018. Retrieved 16 March 2018.CS1 maint: archived copy as title (link)
- 'Students occupy Glasgow uni room in pension row Archived 19 March 2018 at the Wayback Machine', BBC News (15 March 2018).
- Sanjana Varghese, 'BREAKING: UoL premises in Senate House occupied by students Archived 23 March 2018 at the Wayback Machine', London Student (20 March 2018).
- Ceren Sagir, 'University of London seals protesting students into a room', Morning Star (22 March 2018).
- Safa Daud, 'SOAS SU calls for student boycott of coursework deadlines Archived 23 March 2018 at the Wayback Machine', London Student (18 March 2018).
- "Archived copy". Archived from the original on 17 March 2018. Retrieved 16 March 2018.CS1 maint: archived copy as title (link).
- Djuna Thurley, 'Universities Superannuation Scheme (USS)', House of Commons Library, briefing paper CBP-8156 (20 February 2018), p. 14.
- Emma Bartlett, 'Jeremy Corbyn sends 'solidarity and thanks' to lecturers and other university staff who begin a month of walkouts over pensions Archived 4 March 2018 at the Wayback Machine', The Mirror (22 February 2018).
- Liam Soutar, 'Backing for lecturers’ strike Archived 23 February 2018 at the Wayback Machine', Wigan Today (23 February 2018).
- Lizzy Buchan, 'University strikes: Ministers urged to step in to guarantee lecturers' pensions after mass walkouts', The Independent (24 February 2018).
- Eleanor Busby, 'University strikes: Students set to receive 'direct compensation' over lectures missed due to action, minister says Archived 11 March 2018 at the Wayback Machine', The Independent (28 February 2018).
- 'Chinese embassy concerned as lasting UK university strike affects students Archived 3 March 2018 at the Wayback Machine', China-Europe (1 March 2018).
- 'HUK statement on current industrial action' (5 March 2018)
- George Gosling, 'SHS Statement on the USS Pensions Dispute' (10 March 2018).
- 'Statement on strike action over USS Pensions' (1 March 2018).
- 'Changes to Academic Pensions'.
- Julianna Challenor, Trudi Edginton, Deborah Rafalin, Carla Willig, 'Call to support in pensions dispute', The Psychologist, 31 (April 2018), 1-2.
- E.g. Jane Deith, 'University staff strike over pensions Archived 4 March 2018 at the Wayback Machine', Channel 4 News (22 February 2018).
- 'The Observer view on the shambolic way universities are run Archived 1 March 2018 at the Wayback Machine', The Observer (25 February 2018).
- Daniel Finkelstein, 'Lecturers can’t expect us to pay their pensions', The Times (27 February 2018).
- Fiona Whelan, 'USS strike: why aren’t more administrative staff on picket lines?', Times Higher Education (28 February 2018).
- Sherrill Stroschein, 'USS strike: social media has collapsed the case for pension cuts', Times Higher Education (12 March 2018).
- Phil Hedges, '(Still) writing a history of now: #NoCapitulation', Interface: A Journal for and about Social Movements, 10 (2018), 196-214.
|Wikimedia Commons has media related to 2018 UK higher education strike.|
- Hill, Peter, Narrative of a Strike.
- Hillman, Nick, 'The USS: How did it come to this?', HEPI Report 115 (Higher Education Policy Unit, )
- McKnight, Heather, 'The Sussex Campus "Forever Strike": Estrangement, Resistance and Utopian Temporality', Studies in Arts and Humanities, 5.1 (2019), 145-72.
- Rocha, Leon, 'The House of Mirth' (Twitter docu-thread).
- Thurley, Djuna, "Universities Superannuation Scheme (USS)", House of Commons Library, briefing paper CBP-8156 (20 February 2018).
- USS Briefs
- Joint Expert Panel website