Tag: Fixes

  • Action on researcher career development must go beyond surface-level fixes

    Action on researcher career development must go beyond surface-level fixes

    The Concordat to Support the Career Development of Researchers was designed to drive culture change, not compliance. However, many institutional action plans suggest institutions are meeting the letter rather than the spirit of its commitments.

    Financial constraints and the evolving REF 2029 people, culture and environment (PCE) guidance are shaping how institutions support research staff, and universities face a choice: stick with the easy, surface-level interventions that look good on paper, or commit to the tougher, long-term changes that could truly improve research careers.

    The latter is difficult, resource-intensive, and politically fraught – but it is the only route to a research culture that is genuinely sustainable.

    Progress and pressures

    There has been real progress in embedding researcher development in UK higher education. The 2019 review of the concordat highlighted expanded training opportunities, strengthened mentoring schemes, and, crucially, the integration of researcher development into institutional strategies and governance. Many institutions have since used its principles to shape research culture action plans and strategies.

    This progress has been uneven, however. Access to high-quality training and development opportunities varies across the sector, particularly for researchers in smaller, less well-resourced institutions. In addition, new initiatives frequently lack long-term sustainability beyond initial funding.

    Institutional action plans tend to emphasise soft politics – awards, charters and resource hubs – which, while useful, may function as reputational signals more than mechanisms for change. Meanwhile, the concordat’s more challenging commitments, like improving job security, workload management, and the visibility of career pathways across sectors, receive less attention.

    Financial constraints and shifting priorities

    Universities are operating in an era of financial constraint forcing difficult decisions about what can be sustained and what must be scaled back. These financial pressures are already reshaping researcher development and career pathways, with potentially lasting consequences:

    Shift toward low-cost interventions: Institutions may prioritise training, mentoring, and “off the shelf” development workshops as the most financially viable options, while more complex reforms – such as improving career pathways, addressing workload pressures, and ensuring meaningful career learning – are pushed aside.

    Growing precarity and inequity in research careers: With the risk of non-renewal of fixed-term contracts and rising redundancies, instability may increase. The effects will likely be unequal – early-career researchers, those with caring responsibilities, and underrepresented groups are usually most affected in such situations, with workload pressures further widening existing inequities in career progression and retention.

    Shifts in career trajectories: Financial pressures will push more researchers to seek opportunities beyond academia, not always by choice but due to diminishing prospects within universities. This is not in itself a bad thing, but the absence of robust career tracking data, limited engagement with non-academic sectors, and a lack of structured support for diverse pathways mean that institutions risk making decisions in a vacuum.

    Without a clear understanding of where researchers go and what they need to thrive, researcher development may become misaligned with market realities – undermining both retention and outcomes. Initiatives like CRAC-Vitae’s new UK research career tracking initiative aim to close this critical evidence gap.

    What makes researcher development sustainable?

    What will actually make researcher development sustainable? The answer isn’t simply more initiatives, or cheaper ones – it’s about embedding development in institutional culture and building on evidence of what works. That means making time for development activities, creating space for strategic reflection, and encouraging researchers to learn from one another – not just offering mentoring or reciprocal schemes in isolation. Vitae’s refreshed Researcher Development Framework sets out the full breadth of what this encompasses.

    Researcher development doesn’t necessarily require large budgets. Much of it comes down to embedding development in the culture: time to pursue meaningful opportunities, support from line managers and supervisors to do so, and the ability to learn in community with others. Yet in times of crisis, workloads tend to rise – and it’s often this development time that’s seen as non-essential and cut. Around half of research staff do not have time to invest in professional development – demonstrating just how limited that space already is.

    These overlapping pressures are pushing institutions to make trade-offs – but it’s clear that the most effective and sustainable approaches to researcher development will depend not just on resource levels, but on institutional priorities and strategic leadership.

    Unmet expectations

    At the same time, the ongoing review of sector-wide concordats and agreements, meant to clarify priorities and improve alignment, seems to have stalled – raising concerns about whether it will lead to meaningful action. The Researcher Development Concordat Strategy Group, tasked with overseeing implementation and strategic coordination, has also been quiet over the last year, though the new chair has recently signalled renewed commitment to its activities.

    This stagnation raises questions about the long-term value of the concordat, particularly in a landscape where institutions are grappling with resource constraints. Without strong leadership and coordinated sector-wide action, there is a real risk that institutions will continue to take a fragmented, compliance-driven approach rather than pursuing deeper reform.

    If the concordat is to remain relevant, it must address the structural issues it currently skirts around – particularly those related to researcher employment conditions, workload sustainability, and career progression. Without this, it risks becoming another well-intentioned initiative that falls short of delivering real sector-wide change.

    PCE and the concordat

    The introduction of people, culture and environment (PCE) in REF 2029 was intended to shift the sector’s focus from research outputs to the broader conditions that enable research excellence. However, the way institutions interpret these requirements is critical.

    REF PCE has the potential to drive meaningful change – but only if institutions use it as a platform for genuine reflection rather than a showcase of best practices.

    PCE and the concordat share several ambitions: both emphasise inclusive research environments, professional development, and supporting leadership at all career stages. The concordat’s focus on employment conditions, researcher voice, and long-term career development also aligns with PCE’s emphasis on institutional responsibility for research culture.

    This coherence is no accident – PCE was co-developed with the sector, and the concordats and agreements review recognised the overlaps between existing frameworks.

    If institutions take a strategic, integrated approach, REF PCE could reinforce and enhance existing concordat commitments rather than becoming another compliance exercise. However, this requires institutions to go beyond superficial reporting and demonstrate tangible improvements in the working conditions and career pathways of researchers.

    A call to action

    If institutions want to move beyond just ticking boxes, they need to take bold, practical steps.

    Job security must be redefined in the current climate. Researcher development should not just focus on career skills and knowledge but on career sustainability, accountability, and agility. While reducing reliance on fixed-term contracts remains a long-term goal, immediate priorities must also include clearer career progression routes (within and beyond higher education), cross-sector mobility, and support for career transitions.

    Workload and pay transparency need urgent attention. As researchers face increasing uncertainty about their career trajectories, solutions must go beyond surface-level fixes. This requires coordinated policy reform at both institutional and sector levels, including meaningful workload management strategies, transparent pay equity audits, and governance processes that embed researcher voices. While wellbeing initiatives have value, they are not a substitute for structural reform.

    Finally, the role of the concordat strategy group must evolve in response to the current climate. With institutions facing severe financial constraints and a shrinking research workforce, the group must take a more proactive role in advocating for sustainable researcher careers. This includes setting clearer expectations for institutions, addressing gaps in employment stability, and ensuring that commitments to researcher development are not lost amid cost-cutting measures. Without stronger leadership at the sector level, there is a risk that the concordat will become little more than a bureaucratic exercise, rather than a meaningful driver of change.

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  • Three Easy Tax Fixes That Would Help Students Succeed

    Three Easy Tax Fixes That Would Help Students Succeed

    As Congress works on a sweeping rewrite of the tax code, students and families across the country are watching—and hoping this moment leads to real change that will increase access to higher education. The conversation in Washington will likely center on what to keep, what to cut, and how to fit higher education into the massive, complex puzzle that is the U.S. tax code. But lawmakers have a chance to do something simple but powerful: pass three bipartisan tax fixes that would make a big difference for low- and middle-income students.

    These fixes may not grab national headlines, but for those trying to pay tuition, cover everyday expenses, return to school to finish a degree, or chip away at their student loan debt, they could make a meaningful difference. In a time of deep partisan divides, Congress should focus on policies with broad, bipartisan support—especially those that are low-cost and already proven to help students succeed.

    Here are three commonsense ideas that would do just that:

    1. End the Tax on Pell Grants—So Students Can Keep the Aid They Deserve

    For over 6 million low-income students, the Pell Grant is a lifeline—essential financial aid to help cover the cost of college. But under current tax law, Pell Grants used for some non-tuition expenses like housing or childcare can be taxed as income. That means students from families earning less than $60,000 a year could end up with a tax bill just for trying to make ends meet while earning their degrees.

    Even worse, a complicated interaction issue between Pell Grants and the American Opportunity Tax Credit (AOTC) means many students at lower-cost schools—especially community colleges—lose access to the up to $2,500 of aid available under the AOTC entirely. Under current law, students can’t apply both Pell Grants and the AOTC to the same tuition costs. If a Pell Grant covers most or all of a student’s tuition, as can be true for community college students, there may be nothing left to claim the credit on. The only workaround is to apply the Pell Grant to other expenses—like housing or childcare—which then makes it taxable. It’s a frustrating and unfair setup that affects an estimated 550,000 Pell-eligible students every year.

    Repealing the taxability of Pell Grants and fixing this interaction issue would allow students to keep more of the financial aid they’ve earned and simplify their tax filing process. Bipartisan legislation—the Tax-Free Pell Grant Act—would make this change, and it’s time for Congress to act.

    2. Modernize Section 127—So More Working Students and Families Can Access Education

    Today’s students aren’t just full-time undergraduates living in dorms. They’re parents, veterans, career changers, and working professionals going back to school to earn a degree or build new skills. One of the best tools to help them is employer-provided education assistance under Section 127 of the tax code, which lets employers provide up to $5,250 per year in tax-free educational assistance and student loan repayment.

    This benefit helps working students cover tuition, buy course materials, and even pay down student loans. But there’s a catch: the $5,250 cap hasn’t changed since 1986, and the provision allowing employers to use the benefit to help with student loan payments is set to expire this year.

    Several bipartisan bills—such as the Upskilling and Retraining Assistance Act and the Upward Mobility Enhancement Act—would raise the cap and allow benefits to cover education-related tools and technology. Another bill, the Employer Participation in Repayment Act, would make student loan repayment a permanent option.

    Modernizing Section 127 is a smart, low-cost way to expand opportunities for students who are balancing work, life, and learning—and give employers a powerful tool to invest in their workforce.

    3. Simplify Higher Ed Tax Credits—So Students Actually Receive Benefits for Which They’re Eligible

    In theory, the AOTC and Lifetime Learning Credit (LLC) are designed to make college more affordable. But in practice, the system is so confusing that many students don’t even know they’re eligible—let alone understand how to claim the credits.

    Only 60 percent of eligible students claim the AOTC, and take-up rates are even lower for low-income students. That means thousands of dollars in aid per student are going unclaimed, simply because the system is too complex.

    Students deserve better. A single, streamlined tax credit would help more people afford college, finish a degree, or return to school for career training. Past bipartisan proposals have called for combining the AOTC and LLC into one simplified, flexible credit. These plans would also expand what counts as eligible expenses—like computer equipment and childcare—so the benefit reflects the real costs students face today.

    By making the system simpler and more effective, Congress can ensure that intended benefits actually reach the students who need them most.

    A Better Deal for Students

    Comprehensive tax reform doesn’t come around often. This year, Congress has a chance to use that opportunity to advance policies that support the millions of students working hard to improve their lives through education.

    Fixing the tax treatment of Pell Grants. Modernizing employer-provided educational assistance. Simplifying higher education tax credits. These aren’t controversial ideas—they’re bipartisan, fiscally modest, and widely supported by educators, employers, and students alike.

    If Congress wants to demonstrate that tax reform can be fair, effective, and focused on the future, they should start by putting students first.

    Students, families, and advocates should urge their representatives to make higher education a priority in this year’s tax reform. They can easily do so using ACE’s Voter Voice feature. For more, visit our Tax Reform resource page.

    If you have any questions or comments about this blog post, please contact us.

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