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Original citation: Tomlin, Patrick (2014) What is the point of egalitarian social relationships? In: Kaufman, Alexander, (ed.) Distributive Justice and Access to Advantage. Cambridge: Cambridge University Press, pp. 151-179. ISBN 9781139940924
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1
WhatisthePointofEgalitarianSocialRelationships?*
PatrickTomlinUniversityofReading
Publishedin:AlexanderKaufmaned.,DistributiveJusticeandAccesstoAdvantage:G.A.Cohen’sEgalitarianism(Cambridge:CambridgeUniversityPress,2015).
IIntroduction
ThesubjectmatterofthisessayisacertainunderstandingofthevalueofequalitywhichIwill
call‘relationalegalitarianism’–aviewwhichlocatesthevalueofequalitynotindistributions
butinsocialandpoliticalrelationships.1Thisisasuitabletopicforacontributiontoavolume
basedonthemesfromtheworkofG.A.Cohenfor(atleast)two,somewhatcontradictory,
reasons.
ThefirstisthatCohenwasoneoftheleadingproponentsofcertainviewofdistributive
equality,whichmakeshisworkatargetforrelationalegalitarians.Cohenwasprimarilya
reactivephilosopher,anditwasthroughhisengagementwiththeworkofothergreatfigures
incontemporarypoliticalphilosophy–Rawls,NozickandDworkin–thathehimselfbecame
one.2Perhapsthepositivethesiswithwhichhehasbecomemostassociatedisthetheoryof
distributivejusticeorfairnesswhichElizabethAndersonaptlydubbed‘luckegalitarianism’(a
labelwhichCohenwholeheartedlyadopted).3Cohen’smostdetailedexpositionanddefenceof
*IamdelightedtohavebeenaskedtocontributetothisvolumeofessaysinhonourofG.A.Cohen.AsidefromthedeepphilosophicaldebtthatI,alongwithallothercontemporarypoliticalphilosophers,owetoJerry,Iamalsoindebtedtohimpersonally.IdidnothavethechancetogettoknowJerrywellonapersonallevel,butasagraduatestudentatOxford(andonetowhomCohenhadnospecialresponsibilities)Ifoundhimtobehelpful,encouraging,funny,(usefully)criticalandgenerous.Asanaspiringmemberofthepoliticalphilosophicalprofessionandcommunity,thismeantagreatdealtome.IhavebenefittedfromwrittencommentsfromChristianSchemmelandLiamShields,andfromdiscussionwiththeManceptgroupattheUniversityofManchester.1Inusing‘relationalegalitarianism’inthisway,IamnotusingtheterminologyinthesamewayasitisemployedbyAndreaSangiovanni,where‘relational’theoriesholdthat‘thepractice-mediatedrelationsinwhichpeoplestandtooneanotherconditionthecontent,scope,andjustification’ofprinciplesofjustice.’SeeAndreaSangiovanni,‘GlobalJustice,ReciprocityandtheState’,Philosophy&PublicAffairs35(2007):3-37,at5.IamgratefultoSimonCaneyforalertingmetothisdifferentusage.2MichaelOtsukawrites:‘Cohenfoundhimself–hisphilosophicalbearings,histheoreticalcommitments,andhisdistinctivevoice–througharemarkableseriesofengagmentswiththethoughtsofothers:notonlyMarx,butalsohiscontemporariesNozick,Dworkin,andRawls.Throughhisengagmentwiththem,hereachedthesameheights.’‘Editor’sPreface’inG.A.Cohen,FindingOneselfintheOther,MichaelOtsukaed.(Princenton:PrincetonUniversityPress,2013):vii-xi,atp.xi.3ThelabeloriginallyappearsinElizabethS.Anderson,‘WhatisthePointofEquality?’,Ethics109(1999):287-337.ForCohen’sadoptionofthelabel,seehisRescuingJusticeandEquality(Cambridge,Mass:HarvardUniversityPress,2008),p.8.
2
thatpositionwasarticulatedinhis1989essay‘OntheCurrencyofEgalitarianJustice’4,apaper
that(characteristically)tookasitslaunchingpadoppositiontoRonaldDworkin’sthesisthat
egalitariansshouldcareaboutequalityofresources.5‘OntheCurrency’becameCohen’smost
well-known,andcommonlycited,article6andhelatercalledtheluckegalitarianpositionhis
‘animatingconvictioninpoliticalphilosophywithrespecttojustice’.Hedescribedthe
positionasfollows:‘anunequaldistributionwhoseinequalitycannotbevindicatedbysome
choiceorfaultordesertonthepartof(someof)therelevantaffectedagentsisunfair,and
therefore,protanto,unjust,andthatnothingcanremovethatparticularinjustice.’7
Thisluckegalitarianthesishasbeenchallengedfromavarietyofangles,andoneofthemost
challengingattackshascomefromrelationalegalitarians.Thesetheoristsagreethatequalityis
animportantpoliticalvalue,butregarditasonethatisprimarilyconcernedwithsocialor
politicalrelationships,ratherthandistributions.RelationalegalitarianssuchasElizabeth
AndersonandSamuelSchefflerhavepressedspecificargumentsagainsttheluckegalitarian
position,includingthepresentationofcaseswhereluckegalitarianismseemstogetthings
wrong,oratleastseemstogivetroublinganswers.Whatanimatestheirdeeperresistance,
however,istheclaimthatluckegalitarianshavesimplymisunderstoodtheverybasisofthe
valueofequality–theyhavetakenittobeadistributiveideal,whereasegalitarian
distributions,sotherelationalegalitariansclaim,canonlyhave,atbest,instrumentalor
derivativevalueorimportance.Whategalitariansshouldreallyvalue,respect,ortakeastheir
theoreticalstartingpoint,accordingtotherelationalegalitarians,aresocialrelationships
characterisedbycertainegalitarianfeatures,suchasequalrespectandnon-domination(or,at
least,theabsenceofrelationshipscharacterisedbyinegalitarianfeatures).Egalitarian
distributionscanonlybevaluableinsofarastheyhelptopromote,areexpressionsof,orare
demandedby,thesevaluableorimportantegalitariansocialrelationships.
So,relationalegalitarianismisanapttopicforthisvolumebecauserelationalegalitarianism
setsitselfupasaresponseandachallengetotheluckegalitarianviewofequality,whichwas
4G.A.Cohen,‘OntheCurrencyofEgalitarianJustice’,Ethics99(1989):906-944.(Reprintedasch.1ofhisOntheCurrencyofEgalitarianJustice,andOtherEssaysinPoliticalPhilosophy,MichaelOtsukaed.(Princeton:PrincetonUniversityPress,2011).Chs.2-6ofOntheCurrencyalsofocusonCohen’sluckegalitarianism.)5RonaldDworkin,‘WhatisEquality?PartII:EqualityofResources’inPhilosophy&PublicAffairs10(1981):283-345.(Reprintedasch.2ofhisSovereignVirtue(Cambridge,Mass:HarvardUniversityPress,2000)).6MichaelOtsuka,‘Editor’sPreface’inCohen,OntheCurrency:vii-xi,atp.viii.7Cohen,Rescuing,p.7.
3
Cohen’s‘animatingconviction.’Somewhatintensionwiththatreasonforfocusingon
relationalegalitarianismismysecondreasonforfocusingonit:Cohenarguablywasa
relationalegalitarian.Inhislastbook8,theslenderWhyNotSocialism?,Cohenwroteabout
twoprinciples.Thefirstwasthefamiliarluckegalitarianprinciple,operatingthereunderthe
labelof‘socialistequalityofopportunity’,whichis‘theegalitarianprinciplethatjustice
endorses’.9Buthealsowroteofaprincipleofcommunity,saying‘“Community”canmean
manythingsbuttherequirementofcommunitythatiscentralhereisthatpeoplecareabout,
andwherenecessaryandpossible,careforoneanother,andtoo,carethattheycareaboutone
another.’10Cohengoesontodelineatetwo‘modes’ofcommunalcaring,oneofwhichhas
independentdistributiveimplications,asit‘curbstheinequalitiesthatresultfromsocialist
equalityofopportunity’:‘Wecannotenjoyfullcommunity,youandI,ifyoumake,andkeep,
say,tentimesasmuchmoneyasIdo[evenifthatiscompatiblewiththeluckegalitarian
principle]becausemylifewillthenlaborunderchallengesthatyouwillneverface’.11Sincethe
otherformofcommunalcaringisnotedtobe‘notstrictlyrequiredforequality’12,wecantake
it,Ithink,thatCohenthinksthefirstmodeofcaringisnecessaryforequality.Socialist
equalityofopportunity(andthusjustice)isnotenoughfortrueequalityandsometimeswill
beatoddswithit,itseems.Cohenconcludesthatjusticeandcommunitymaybe
incompatiblemoralideals,butbothformpartofhisegalitarianism.13Thisprincipleof
communitylooksquitesimilartorelationalegalitarianism.Althoughthefocusison‘caring’
ratherthanrespect,recognitionoranti-domination,itneverthelesscondemnsinequalities
thatareendorsedbyluckegalitarianisminthenameofanothervalue–avaluethattellsus
thatitisbetterwhenweareabletorecogniseandempathisewithoneanother’sstruggles;a
valuethattellsusitisbetterwhenweliveasequals.Further,lateinhislife,Cohenbeganto
sketchsomethoughtsonwhatitistoregardandtreatothersasequals.14Cohen’s
egalitarianism,then,clearlyexpandedbeyondthedistributiveluckegalitarianprinciple.We
shouldnotbesurprisedbythis.In‘OntheCurrency’Cohenhadfocusedonaccidental
inequality,buthadattheoutsetdeclaredthat‘theprimaryegalitarianimpulseistoextinguish
8Thatis,thelastbookpublishedwhileCohenwasalive.PrincetonUniversityPresshaveposthumouslypublishedthreefurthervolumesofCohen’swork:OntheCurrency;FindingOneselfintheOther;andLecturesontheHistoryofMoralandPoliticalPhilosophy,JonathanWolffed.(Princeton:PrincetonUniversityPress,2013).9G.A.Cohen,WhyNotSocialism?(Princeton:PrincetonUniversityPress,2009),p.13.Emphasisinoriginal.10Ibid.,pp.34-35.11Ibid.,p.35.12Ibid.,p.35.13Ibid.,p.37.14G.A.Cohen,‘NotesonRegardingPeopleasEquals’inhisFindingOneselfintheOther.
4
theinfluenceondistributionofbothexploitationandbruteluck.’15So,Cohenalwayssaw
equalityasmorethanjustluck-neutralizeddistributions,andthethingsthathesoughtto
placealongsideit–anti-exploitation,community,regardingothersasequals–focusedonthe
waysinwhichwetreatoneanotherandlivetogether.
So,relationalegalitarianismrespondstoandrejectsCohen’sviewofequality,butCohenis
alsopossiblyamemberoftherelationalegalitarianfold–itisa(lessthanfullyarticulated)
elementofhisview.Thesearemy,somewhatcontradictory,tworeasonsforfocusingonthe
relationalviewofequalityinthisessay.
Cohenmaynothavefullyarticulatedordefendedhisprincipleofcommunity,butrelational
egalitarianismhasbeenexpoundedanddefendedbyseveralphilosophersinrecentyears.
Thesetheoristshavevariouslyreferredtothemselvesasdemocraticegalitarians16,relational
egalitarians17,andnon-intrinsicegalitarians18,andincludephilosopherssuchasElizabeth
Anderson,T.M.Scanlon,SamuelScheffler,MartinO’NeillandChristianSchemmel.Allthese
theoristsshareasuspicionofluckegalitarianism’sfocusondistributiveequalityasimportant
inandofitself.Theyseekafirmerbasisforthinkingdistributiveequalityvaluableortobe
pursued(ifindeeditis),andseethefoundationsofequalityasimportantlydifferent.Thus,
Anderson’squestionis‘WhatisthePointofEquality?’,seekingtouncoverthefoundationsof
acommitmenttoequality.Whatliesattherootofouregalitarianconcern?Forluck
egalitarians,theaimistocompensateunchosenorundeservedbadluck.Forrelational
egalitarians,accordingtoAndersonatleast,thenegativeaimistoendoppression,whilstthe
positiveaimisto‘createacommunityinwhichpeoplestandinrelationsofequalityto
others.’19
Insomeways,relationalegalitarianismhas(inthespiritofCohen)beenareactiveproject.The
centralarticlesinwhichitisarticulatedarecritiquesofluckegalitarianism20,ordistributive
15Cohen,‘OntheCurrency’,908.Myemphasis.Foranexaminationoftheanti-exploitationelementofCohen’sthinkingondistributivejustice,seeMichaelOtsuka,‘JusticeasFairness:LuckEgalitarian,notRawlsian’,JournalofEthics14(2010):217-230.16Anderson,‘WhatisthePoint?’;ElizabethS.Anderson,‘FairOpportunityinEducation:ADemocraticEqualityPerspective’,Ethics117(2007):595-622.17ChristianSchemmel,‘WhyRelationalEgalitariansShouldCareAboutDistributions’,SocialTheoryandPractice37(2011):365-390.18MartinO’Neill,‘WhatShouldEgalitariansBelieve?’,Philosophy&PublicAffairs36(2008):119-156.19Anderson,‘WhatisthePoint?’,289.20Anderson,‘WhatisthePoint?’;SamuelScheffler,‘WhatisEgalitarianism?’,Philosophy&PublicAffairs31(2003):5-39.
5
egalitarianism21,or,inScheffler’scase,adenialofastoryinwhichluckegalitarianismhasa
fullyRawlsianheritage.22Inreply,luckegalitarianshaveoftenfocussedonthefactthatsome
relationalegalitariansappeartohavetakentheluckegalitarianprincipletobeaprincipleof
socialpolicy,tobeapplieddirectlyandwithoutcompromise,ratherthananarticulationofa
singleprotantomoralvalueamongaplurality.23
InthispaperIdonotseektodefend(atleastdirectly)luckordistributiveegalitarianism.
RatherIwanttodothreethings.Myfirstaimistopressthesamekindofquestionthat
relationalegalitarianspressonluckegalitarians(anddistributiveegalitariansmoregenerally)
backontorelationalegalitariansthemselves.Luckegalitarianstellusthatequaldistributions
areimportant,andrelationalegalitariansaskthemtothinkaboutwhythey’reimportant–
whatkindofvaluedotheyhave?;whatisthepointofequality?;whatliesattherootofthe
egalitarianconcern?Therelationalegalitarianstellusthategalitariansocialrelationshipslieat
theheartofaconcernwithequality.Butwecan(andshould)thenaskrelationalegalitarians:
whyshouldwethinktheserelationshipsmorallyimportantorvaluable?
Explainingthevalueorimportanceofegalitariansocialrelationships,orwhatkindofvalueor
importancetheyarethoughttohold,hasnotplayedacentralroleinthearticulationof
relationaltheoriesofequality.24Butwhenrelationalegalitarianshavesoughttoexplainthe
valueof,reasonsforfostering,orreasonsforregardingasmorallyfundamental,such
relationships,interestinglytheoristswhohavebroadlyagreedwith,andidentifiedwith,one
anotherintheirrejectionofdistributiveegalitarianismandinembracinganunderstandingof
equalityfoundedinsocialandpoliticalrelationshipshaveofferedstrikinglydifferent
answers.25
21O’Neill,‘WhatShouldEgalitariansBelieve?’22Scheffler,‘WhatisEgalitarianism?’23See,forexample,Cohen,Rescuing,p.271.Foramoredetailedresponsethatrevolvesaroundthistheme,seeAlexanderBrown,‘LuckEgalitarianismandDemocraticEquality’,EthicalPerspectives12(2005):293-340.24Forexample,thecentralarticulationsoftheviewareoftentakentobeAnderson’s‘WhatisthePoint?’andScheffler’s‘WhatisEgalitarianism?’,neitherofwhichfocusesprimarilyonwhy,orinwhatway,egalitarianrelationshipsaretobethoughtvaluableorimportant.25ChristianSchemmelisrareinexplicitlyacknowledgingthedifferingfoundationsofrelationalegalitarianviews,dividingtheterrainbetweenwhollyjustice-basedviewsofsocialequalityandnon-wholly-justice-basedviews(‘WhyRelationalEgalitariansShouldCareAboutDistributions’,366-367).AsIshalllatermakeclear,IthinkthedistinctionSchemmelhasinmindistheoneIdrawbetweennormativeandevaluativeviews.
6
Thisshows,importantly,thatthereisnotonebodyofthought,‘relationalegalitarianism’,but
ratherapluralityofrelationalegalitarianismsthatdifferintheirmostfundamentalbeliefs–
theirbeliefsaboutwhyequalityinsocialandpoliticalrelationshipsisimportant,andthisthen
leadstopotentialdifferencesconcerninghowweshoulddistribute,promoteorrespectthat
kindofvalue.Thisisimportantbecauseweoftenthinkofthesethinkersascloselyaligned,
andtheyhavebyandlargebeenhappytoalignthemselveswithoneanother.Inonesense,
rightlyso:theydo,ofcourse,holdsimilarviewsonhowweshouldviewthevalueofequality
andontheimportanceofcertainkindsofrelationships.But,asItrytoshowhere,theyappear
todifferonwhy,orinwhatway,theserelationshipsmatter.
Mysecondaim,inexposingthesedifferingpotentialfoundationsforrelationalegalitarianism,
istoshowhowthepositionmaybevulnerabletosimilarworriesthatareexpressedabout
distributiveegalitarianism.Relationalegalitarianismmaywellbe,atthefundamentallevel,
eitherdistributiveorabstract,whicharetwoofthecriticismsthatrelationalegalitarianshave
laidatthedoorofdistributiveegalitarians.
Finally,Iwanttoshowhowoncewehaveahandleonwhatkindofvalueorimportance
egalitarianrelationshipsarethoughttohave,realiseorpromote,itcanbeshownthat
relationalegalitarianism(s)arecompatiblewithdistributiveegalitarianism.Therefore,the
distributivevs.relationaldichotomyintheliteratureonequalityisoverblown:wearebeing
askedtochoosewhenwedon’tnecessarilyneedto.Idon’tdenythatrelationalegalitarianstell
ussomethingimportant,butIsuggestthatwemaybeabletohousecertainversionsofthe
relationalpositionwithinoralongsidemorefamiliardistributivetheories,suchas
maximisation,sufficiency,priorityand,crucially,distributiveequality.Forexample,one
particularlypersuasiveviewofrelationalegalitarianism–thepersonalvalueview–seemsto
beoperatingonalmostentirelydistinctgroundfromdistributiveegalitarianism,andseemsto
metorequireorpresupposeadistributiveview.Exactlyhowrelationalanddistributive
egalitarianismmaybecombinedwilldifferaccordingtohowthevalueorimportanceof
relationalequalityisexplained,buteachvariantmayoffersomeroomfordistributive
egalitarianism.
IIRelationalEgalitarianism
InthissectionIwilllayouttherelationalegalitarianview,andsomeofthereasonsthatits
adherentsbelieveittobesuperiortodistributiveviewsofequality.Inparticular,Iwill
7
emphasisetwo(related)worriesaboutdistributiveequality:thatitisoverly‘arithmetic’or
pattern-focused;andthatitisoverlyabstract–under-motivatedandmysterious.Iwillthen,in
thefollowingsection,examinesomestatementsthatvariousrelationalegalitarianshavemade
thatseemtopointtowarddifferinganswersthatrelationalegalitarianshavegiventoourtitle
question,andwillgroupthemaccordingtowhattypeofvalueorimportancesocialequalityis
thoughttohave.
Thecentralthoughtofrelationalegalitarians,asIhavesaid,isthatthevalueofequalityisnot,
fundamentally,aboutdistributinggoods:whatmattersisthequalityofsocialrelationships
thatpeoplehave.AsT.M.Scanlonputsit,theidealisofasocietyinwhichpeopleallregard
oneanotherasequals,andthisidealhas,accordingtoScanlon,‘playedamoreimportantrole
inradicalegalitarianthinkingthantheideaofdistributivejusticewhichdominatesmuch
discussionofequalityinourtime.’26AccordingtoMartinO’Neill,ourreasonsforaffirmingthe
importanceofequalitycan‘bestbeunderstoodaselementsthattogetherconstituteacomplex
backgroundpictureofhowpeopleshouldlivetogetherasequals.’27SamuelSchefflerwrites:
‘Equality,asitismorecommonlyunderstood,isnot,inthefirstinstance,adistributiveideal,
anditsaimisnottocompensateformisfortune.Itis,instead,amoralidealgoverningthe
relationsinwhichpeoplestandtooneanother.’28ElizabethAndersonarguesthat‘egalitarians
shouldaimatendingoppressivesocialrelations(whichareinherentlyrelationsofinequality)
andatrealizingsocietyconceivedasasystemofcooperationandaffiliationamongequals.’29
Shealsosaysthat‘Certainpatternsinthedistributionofgoodsmaybeinstrumentalto
securingsuch[egalitarian]relationships,followfromthem,orevenbeconstitutiveofthem.
Butdemocraticegalitariansarefundamentallyconcernedwiththerelationshipswithinwhich
goodsaredistributed,notonlywiththedistributionofgoodsthemselves.’30
Someofthecomplaintsthatrelationalegalitariansmakeaboutdistributiveequalityfocuson
itsfundamentallydistributivenature,and(relatedly)itsabstraction.O’Neillcomplainsthat
whendistributiveinequalityisseenas,inandofitself,regrettable,‘theidealofequalitycan
26T.M.Scanlon,‘TheDiversityofObjectionstoInequality’inMatthewClaytonandAndrewWilliamseds.,TheIdealofEquality(Basingstoke:PalgraveMacmillan,2002):41-49,atp.43.Forfurtherreflectionsonthehistoricalpedigreeofthiskindofthinking,seeChristopherBrooke,‘AShortHistoryofNon-intrinsicEgalitarianismfromHobbestoRousseau’(unpublishedm/s).27O’Neill,‘WhatShouldEgalitariansBelieve?’,125.28Scheffler,‘WhatisEgalitarianism?’,21.29ElizabethAnderson,‘ExpandingtheEgalitarianToolbox:EqualityandBureaucracy’inProceedingsoftheAristotelianSocietySupplementaryVolume,VolumeLXXXII(2008),143.30Anderson,‘WhatisthePoint?’,313-314.
8
seemundulyobscureandabstract:asamerelyarithmeticgoal,thevalueofwhichitis
impossibletograsp.’31Healsoallegesthat‘OntheTelic[egalitarian]view…theidealofequality
canseemmerelyarithmetic,insteadofbeingaproperlyintelligiblepoliticalvalue.Itisdifficult
tounderstandwhythis‘merelyarithmetic’ideaofequalityshouldbesoimportant’32andthat
this‘merelyarithmetic’nature‘underminesitsintuitiveappeal,andmakesitexcessively
abstractandmysteriousasadistributiveview.’33InasimilarveinT.M.Scanlonallegesthat
‘Opponentsofequalityseemmostcompellingwhentheyportrayequalityasapeculiarly
abstractgoal–conformitytoapattern–towhichspecialmoralvalueisattached.’34According
toAnderson,‘Whenwereconceiveequalityasfundamentallyasocialrelationshipratherthan
apatternofdistribution,wedonotabandondistributiveconcerns.Rather,wegivesuch
concernsarationale.’35
Wecandrawtwothemesfromthesecriticismsofdistributiveviewsofequality:thattheyare
atrootdistributivetheories,concernedwithpatternsandnotpeople;andthattheyare
abstract,mysteriousandstrange–theydonotconnectwithpeople’slivesorconcerns.
IIIWhyareEgalitarianSocialRelationshipsValuable?
Letusnowturnourattentiontoaskingrelationalegalitariansourtitlequestion:whatisthe
pointofegalitariansocialrelationships?Aswehaveseen,forrelationalegalitarians,wemust
aimtopromote,orrespect,egalitariansocialrelationships(or,atleast,toavoidinegalitarian
socialrelationships).Butwhyshouldwepromotetheseegalitarianrelationships(orabsenceof
inegalitarianrelationships)ortakesuchrelationshipstobemorallyfoundational?Whatis
good(orbad)aboutthem?
InthepreviousparagraphIhavemadevariousparentheticalqualifications.Theseallfocusour
attentiononwhetherrelationalegalitariansseektomakeapositiveclaimoranegativeone.
Thepositiveonewouldbethategalitariansocialrelationshipsareinsomewayimportant,
goodortobepromoted.Thenegativeonewouldbethatinegalitariansocialrelationshipsare
insomewaybadortobeavoided.Theseclaimsmaysoundequivalent,buttheyarenot.
Considerapersonwhoisinaninegalitarianrelationship.Thisisbad,ortoberectified,on
eitherview.Butwecanendtheinegalitarianrelationshipintwoways–byendingthe
31O’Neill,‘WhatShouldEgalitariansBelieve?’,124.Emphasesamixtureoforiginalandadded.32Ibid.,139.Emphasisinoriginal.33Ibid.,140.Myemphases.34Scanlon,‘TheDiversityofObjectionstoEquality’,p.42.Myemphases.35Anderson,‘ExpandingtheEgalitarianToolbox’,143.Myemphasis.
9
relationship,orbymakingitegalitarian.Holdingallelsefixed(suchastheperson’snon-
relationship-basedwelfare)thenegativeviewgivesusnoreasontopreferoneresponsetothe
other–whatisimportantisendingtheinegalitarianrelationship.Thepositiveview,however,
wouldmuchpreferthatwemaketherelationshipegalitarian.Ithinkthisisworthmentioning
becauseitisoftenunclearwhichviewrelationalegalitarianshaveinmind.Ingeneral
statementsofthepositiontheywilloftenfocusourmindsonequalsocialrelationshipsand
theirimportance,butintheirargumentstheywilloftenfocusonthebadnessofinegalitarian
socialrelations.36Perhapsthisisbecauserelationalegalitariansstartfromthefactualpremise
thattherewillbesocialrelationshipseitherway,andsotheonlywaytomakesurethatthere
arenoinegalitarianrelationshipsistomakerelationshipsegalitarian.Forexample,Elizabeth
Andersontakesasherfundamentalstartingpointtheidealofademocraticstate,writing:
‘Inliberaldemocraticversionsofsocialcontracttheory,thefundamentalaimofthe
stateistosecurethelibertyofitsmembers.Sincethedemocraticstateisnothingmore
thancitizensactingcollectively,itfollowsthatthefundamentalobligationofcitizens
tooneanotheristosecurethesocialconditionsofeveryone’sfreedom…[Democratic
egalitarianism]claimsthatthesocialconditionoflivingafreelifeisthatonestandin
relationsofequalitywithothers.’37
Giventhisstartingpoint,inwhichwebeginwiththeideaofsociety(andstate),itmaybethat
thereisnothingbutscholastichairsplittingatissuebetweenthepositiveandnegativethesis–
wearegoingtohavesocialrelationships,sowejustneedtodecidewhetherwewant
egalitarianorinegalitarianones.Thismaybeso,butnevertheless,forreasonstheoretical
clarity,Iwouldbeinterestedtoknowwhatreallyanimatestherelationalegalitarian:isitthat
weshouldwantandtrytoensurethategalitariansocialrelationships(andthussocial
relationships)exist;orisitthatweshouldseektoeradicatethebadnessofinegalitarian
relations,andbeindifferentastowhetherornotsocialrelationshipsexist?Thismaynot
matteronlyasamatteroftheoreticalclarity.Forexample,theviewswillpossiblydifferon
whoexactlyisharmedbyinegalitariansocialrelationships.Onthenegativeview,itispossible
thatonlytheoppressedareharmed,andtheyshouldbethelocusofourconcern.Onthe
positiveview,whereegalitariansocialrelationshipsarevaluable,iftheyarevaluablebecause
theymakelivesgobetter,thenbothoppressedandoppressorsareharmedbyinegalitarian
36See,forexample,Scanlon,‘TheDiversityofObjectionstoInequality’,whoseemsentirelyfocussedonthebadnessofinegalitarianrelationships,butmakesapositivegeneralstatement.AnexceptiontothisisMartinO’Neill,‘WhatShouldEgalitariansBelieve?’,who,Ithink,makesitclearthathesupportsthepositiveview,believingfraternalrelationshipstobevaluable.37Anderson,‘WhatisthePoint?’,314-315.
10
relationships.Inaddition,theviewsmaydifferastohowtheydirectusbeyondtheconfinesof
ourexistingcommunities.Ifegalitariansocialrelationshipsaregood,perhapsweoughttogo
outbeyondourcommunitiesandformmore.Ifinegalitariansocialrelationshipsaresimply
bad,however,weshouldmerelyensurenottoformnewinegalitarianrelationships,butwe
willhavenospecialreasontogooutandformnewegalitarianones.
However,Iamgoingtosetasidesuchconcernshere.Iwillgenerallyfocuswhatitisthatis
thoughttobevaluableorimportantaboutegalitariansocialrelationships,eventhough
answerstothisquestionwilloftenfocusonwhatisdisvaluableorelimination-worthyabout
inegalitarianrelationships.Inotherwords,Iacceptthereasonableassumptionthattherewill
besocialrelationships,sothequestionishowtheyshouldlook,andwhy.Beforeturningto
whatsomerelationalegalitarianshavesaidaboutthisissue,itwillbeworthmakingsome
distinctionsbetweendifferentkindsofclaimsinmoralandpoliticaltheory.Thefirstis
betweenanormativeandevaluativeclaim.Normativeclaimsconcernwhatweought(not)to
do;evaluativeclaimsaboutwhatwouldmakethingsbetter(orworse).Consequentialistsseek
tomakeallnormativeclaimsintermsofevaluativeones,butnoteveryoneisa
consequentialist.Thesecondandthirddistinctionsarewithinthecategoryofevaluative
claims.Theyarecross-cutting,sothecategory‘evaluativeclaims’canbeseenasatwo-by-two
matrix.Alongoneaxisthedistinctionismadebetweeninstrumentalandintrinsicvalue–
thingsareinstrumentallyvaluablewhentheypromotesomethingofintrinsicvalue;
intrinsicallyvaluablethingsarevaluableinandofthemselves.Alongtheotheraxisisthe
distinctionbetweenimpersonalandpersonalvalue.Somethingispersonallyvaluableifitis
goodbecauseitisgoodforsomeone.Happinessisapersonalvalue–itisvaluable(ifitis)
becauseitisgoodforsomeone.Impersonalvaluesarenotgoodforanyone;theyarejustgood.
Telicegalitariansseeequalityasbeing,orasserving,animpersonalvalue.Inpunishment
theory,retributivistsseedeservedpunishmentashavingimpersonalvalue.38Bothdistributive
equalityandpunishmentareseenas(inoneway)good,evenwhenthey’renotgoodfor
anyone.
Letusnowturntowhatrelationalegalitarianshavesaidaboutwhyandinwhatwaythe
relationshipstheyfavourareimportant,valuableorworthyofpromotion.Doingsowill
38Onbothequalityandretributivejustice,seeLarryS.Temkin,’Equality,Priority,andtheLevellingDownObjection’inClaytonandWilliamseds.,TheIdealofEquality:126-161.Onretributivejusticeasanimpersonalvalue,seemy‘Retributivists!TheHarmPrincipleisnotforyou!’inEthics124(2014):272-298.
11
involvequotingthematlength,astheiranswersareoftencomplex.Theproblem,asSamuel
Schefflerseesit,isasfollows:
‘thebasicreasonit[equality]matterstousisbecausewebelievethatthereis
somethingvaluableabouthumanrelationshipsthatare,incertaincrucialrespectsat
least,unstructuredbydifferencesofrank,powerorstatus.Sounderstood,equalityis
insomewaysapuzzlingvalueandadifficultonetointerpret....[I]norderto
understandthevalueofequality,oneneedstoinvestigatethespecificrespectsin
whichegalitarianrelationshipsmustbefreefromregimentationbyconsiderationsof
rankorstatus.Oneneedstocharacterizeingreaterdetailthespecialvaluethat
egalitarianrelationshipsarethoughttohaveandtoconsiderwhichdifferencesof
authorityorstatushavethecapacitytocompromisethatvalue.’39
Manyrelationalegalitarianwritingsseemtoclaimthategalitarianrelationshipshavepersonal
value–they’regoodforthepeopleinvolved(or,negatively,inegalitariansocialrelationships
arebadforthepeopleinvolved).Forexample,considerthefollowingpassages.Schefflersays
thatonereasonwemaytakesuchrelationshipstobevaluableisthat,collectively,wethink
theyare–theideaofequalcitizenshipisimplicitinthepublicpoliticalcultureofmodern
democraticsociety,andassuchrepresentsapointofnormativeconvergence.40However,he
alsooffersamore‘philosophicallyventuresome’accountofwhatmakesegalitariansocial
relationshipsvaluable,whichputsthefocusfirmlyonthevalueofsuchrelationshipsto
individuallives:
‘[L]ivinginasocietyofequalsisgoodbothintrinsicallyandinstrumentally.Whenthe
relationshipsamongasociety’smembersarestructuredbyrigidhierarchical
distinctions,[thisaccount]claims,theresultingpatternsofdeferenceandprivilege
exertastiflingeffectonhumanfreedomandinhibitthepossibilitiesofhuman
exchange.Becauseoftheprofoundandformativeinfluenceofbasicpolitical
institutions,moreover,patternsofdeferenceandprivilegethatarepolitically
entrenchedspilloverintopersonalrelationshipsofallkinds.Theydistortpeople’s
attitudestowardthemselves,underminingtheself-respectofsomeandencouragingan
insidioussenseofsuperiorityinothers.Furthermore,socialhierarchiesrequire
stabilizingandsustainingmyths,andthenecessityofperpetuatingandenforcingthese
mythsdiscouragestruthfulrelationsamongpeopleandmakesgenuineself-
39SamuelScheffler,‘Choice,CircumstanceandtheValueofEquality’,Politics,Philosophy&Economics4(2005):5-28,at18.40Ibid.,18.
12
understandingmoredifficulttoachieve.Inalloftheseways,inegalitariansocieties
compromisehumanflourishing;theylimitpersonalfreedom,corrupthuman
relationships,undermineself-respectandinhibittruthfulliving....[Whereas]an
egalitariansocietyhelpstopromotetheflourishingofitscitizens...[and]tolivein
societyasanequalisagoodthinginitsownright.’41
Scanlonwrites:
‘‘itisanevilforpeopletobetreatedasinferior,ormadetofeelinferior’…[This]
statementofthisobjection[toinegalitariansocialrelationships]wascautiously
ambivalent.Itconsistedoftwoparts,thefirstofwhichsuggeststhatwhatis
objectionableisacertainformoftreatment(beingtreatedasinferior,ornotbeing
‘treatedasanequal’)andthesecondsuggeststhattheevilisanexperientialone(being
madetofeelinferior).Moreneedstobesaidabouthowthis‘experiential’component
istobeunderstoodandabouthowitissupposedtoberelatedtotheunderlyingforms
oftreatmentinordertogiverisetotheobjectioninquestion.
Theexperientialevilinvolvedherecanbecharacterizedinseveraldifferentways–
indeed,thereareseveraldifferentkindsofexperiencethatonemighthaveinmind.Let
medistinguishtwobroadcategories.Thefirst,more‘individualistic’,characterization
emphasizeswhatmightbecalleddamagetoindividuals’senseofself-worth…The
secondcategoryemphasizesdamagestothebondsbetweenpeople:whatmightbe
calledthelossoffraternity…Unlikethefirst,thisisalosssufferedbythebetteroffand
worseoffalike.’42
ElizabethAndersonalsosuggeststhatthevalueofnon-oppressivesocialrelationshipsto
individuallivesisatthefoundationofhercommitmenttorelationalequality:
‘Tobesubjecttoanother’scommandthreatensone’sinterests,asthoseincommand
areliabletoservethemselvesattheexpenseoftheirsub-ordinates.Itthreatens
subordinates’autonomy,theirstandingasself-governingindividuals.Without
substantialcontrolsonthecontentoflegitimatecommands,subjectioncanalsobe
degradingandhumiliating...Suchaconditionofsubjectiontothearbitrarywillsof
othersisobjectionableinitself,andhasfurtherobjectionableconsequences:timidity
41Ibid.,19.Myemphases.42Scanlon,‘TheDiversityofObjectionstoInequality’,p.51.Empahsesamixtureoforiginalandadded.
13
andself-censorshipinthepresenceofsuperiors–orworse,grovellingandself-
abasement.’43
Laterinthesamepaper,Andersonstatesthat,‘thequestforfreedomisthequestforamodeof
relatingtoothersinwhichnooneisdominated,inwhicheachadultmeetseveryotheradult
memberofsocietyeyetoeye,asanequal.’44And,aswehavealreadyseen,shearguesthat‘In
liberaldemocraticversionsofsocialcontracttheory,thefundamentalaimofthestateisto
securethelibertyofitsmembers…[Democraticegalitarianism]claimsthatthesocial
conditionoflivingafreelifeisthatonestandinrelationsofequalitywithothers.’Here
egalitarianrelationshipsappeartobeimportantbecausetheyarenecessaryforfreedom.Itis
implied,further,thatfreedomisgoodforpeople,ornecessaryforpeople’sgood.Thatfreedom
isanintrinsicorinstrumentalpersonalgoodisimpliedbyAnderson’sappealto‘social
contracttheory’,sinceinsuchtheoriesthethingsthatpeoplepursue(primarygoods,security
etc.)arethethingsthatwillhelpthemleadgoodlives.
MartinO’Neillwrites:
‘ThereasonstowhichNon-Intrinsicegalitarianismappealsarethemselvesgenerated
bydistinctivelyegalitarianconcernswiththebadnessofservility,exploitation,
domination,anddifferencesinstatus.Thebadnessoftheseoutcomescanbestbe
understoodbyvirtueofthecontrastingvalueofcertainkindsoffraternal,egalitarian
socialrelations.Theexistenceofthesekindsofsocialrelationsshoulditselfbeseenas
intrinsicallyvaluable,independentofthepositiveeffectsthatsuchrelationsmayhave
forindividualwelfare.’45
O’Neillattachesafootnotetothistext,inwhichheadds:‘Recallthat,asParfitputsit,“wemay
thinkitbadforpeopleiftheyareservileortoodeferential,evenifthisdoesnotfrustratetheir
desires,oraffecttheirexperiencedwellbeing”’.46
43Anderson,‘ExpandingtheEgalitarianToolbox’,145-146.Myemphasis.44Ibid.,146.45O’Neill,‘WhatShouldEgalitariansBelieve?’,130.46Ibid.,130,n.30.Myemphasis.IhaveincludedthisquotationofthefootnotebecausefromO’Neill’smaintext,onecouldsupposethathemeanttosaythategalitariansocialrelationshipshaveimpersonalvalue,andarethereforeintrinsicallyvaluablenotonlyasidefromexperientialwelfareconsiderations,butalsoasidefromconsiderationsofhumanflourishingorwellbeingaltogether.O’Neilldoes,asweshallsee,thinkthategalitariansocialrelationshipscouldhaveimpersonalvalue,butIdon’tthinkthatiswhatheisarguinghere:theParfitquotation,whilekeepingourfocusawayfromexperiencedwellbeing,maintainsthatservilityanddeferencearebadforpeople.
14
Whatallthesestatementsconcerningthevalueofequalityinsocialrelationshipshavein
commonisthattheyallseemtoassertthategalitariansocialrelationshipsaregoodforpeople
–oratleastthatinegalitariansocialrelationshipsarebadforpeople.Thatistosay,theyall
seemtoassertthategalitariansocialrelationshipshavepersonalvalue.However,noticethat
divisionsarealreadybeginningtoshowbetweendifferentrelationalegalitarians.Alotof
reasonsforthinkingegalitariansocialrelationshipsvaluable,andinegalitarianonesbad,are
mentionedintheabovestatements.Inparticular,AndersonandO’Neillthrowourgazeonthe
dominatedoroppressed,arguingthatbeingdominatedandoppressedisbadforus.Scheffler
andScanlon,however,whilstnotignoringtheplightoftheoppressed,aremoreopentothe
possibilitythatinegalitarianrelationshipsarebadforbothsides(sincethey‘inhibittruthful
living’andourunderstandingofourselves,andmeana‘lossoffraternity’).Ofcourse,it
doesn’tshowmuchtoshowthatdifferentthinkersfocusondifferentaspectsofthebadnessof
inequality–shock!philosophersmaydisagreewithoneanother!–butitisworthhighlighting,
becausethesethinkershavelargelybeenhappytoassociatethemselveswithoneanother’s
work47,andwilleasilybeassociatedwitheachotherbyothers,duetotheclosenessoftheir
viewsincertainways,andthefactthatthewayinwhichtheirviewscohere(anemphasison
socialrelationshipsratherthandistributions)hasbeenthefocusoftheirwritings,whilstthe
areaswheretheyseemtodiffer(theirfoundationalreasonsforbelievingegalitarian
relationshipstomatter)hasnot.Thereality,however,isthatwhilethereisagreementatthe
leveloftherejectionofdistributiveegalitarianismandthebroadreasonswhy,thereappearsto
bedisagreementaboutwhatvaluesandprinciplesultimatelyunderpintheposition.
Inaddition,whilstthereappearstobeagreementintheabovestatementsthategalitarian
socialrelationshipsaregoodforpeople,thereislittleagreementorclarityoverwhethersuch
relationshipshaveintrinsicorinstrumentalvaluetous.Schefflerexplicitlysaystheyhave
both,butdoesnotdelineatewhichofthereasonshegivesareinstrumentalandwhich
intrinsic,nordoesheexplainwhattheintrinsicvaluesservedby(ifinstrumental)or
instantiatedin(ifintrinsic)theserelationshipsare.Allwegetisanassurancethatsuch
relationshipspromote‘humanflourishing’(leavingusinnodoubtthatthevalueispersonal),
butitisleftentirelyunclearwhether,say,‘truthfulliving’istobethoughtofasinstrumental
toagoodlife;adistinct,suigenerisformofhumanflourishing;ordirectlycontributingto
47ScheffleridentifieshiscritiquewithAnderson’s(‘Choice,CircumstanceandtheValueofEquality’,25,n.7),whilstO’NeillidentifieshistheorycloselywithScanlon(‘WhatShouldEgalitariansBelieve?’,122,126,130,132,133,139),and,toalesserdegree,withAndersonandScheffler(130).SchemmelidentifieshisviewwithAndersonandScheffler(‘WhyRelationalEgalitariansShouldCareAboutDistributions’,365).
15
somemoreultimatehumangood,likehappiness(i.e.,notinstrumentaltohumanhappiness,
butconstitutiveofit).Anderson,however,seemstoseeegalitariansocialrelationshipsas
largelyinstrumentallyvaluable.Inegalitarianrelationshipsaredisvaluablebecausethey
‘threatenone’sinterests’(althoughshealsosaysthatsubjectionis‘objectionableinitself’).
Furthermore,egalitarianrelationshipsarevaluablebecausetheyarenecessaryforfreedom,
whichappearstobetheultimategoodweareseekingtoprovideinAnderson’sarchitectonic.48
Scanlon,likeScheffler,seemstoseeamixofintrinsicandinstrumentalvalue.Thedisvalueof
inegalitarianrelationshipsforthoseatthebottomisthelossofself-respect–making
inegalitarianrelationshipsinstrumentallydisvaluable–whilstfraternalsocialrelationsseem
tobeheldupasintrinsicallyvaluable,partofthegoodlife.
However,notallrelationalegalitarianshaveseenthevalueofegalitariansocialrelationships
aspersonal(instrumentallyorintrinsically).MartinO’Neillpositsthatsuchrelationshipsmay
beimpersonallyvaluable–notvaluablebecausetheyaregoodforpeople,butvaluablebecause
theyaregoodinandofthemselves(evenwhentheyactuallymakepeople’slivesgoworse).In
hisdiscussionofParfit’swell-known‘levellingdownobjection’49,O’Neillconsidersacaseof
twodistributions:
(1)Halfat100,Halfat150
(2)Everyoneat9950
Thelevelling-downobjectionisthattelicegalitarianswouldhavetosaythat(2)isinsomeway
bettereventhougheveryoneisworseoff,which,sotheobjectionclaims,isimplausible.
O’Neillsideswiththetelicegalitarianhere,sayingthattherelationalornon-intrinsic
egalitarianshouldagreethat(2)couldbeinsomewaybetter.Hewrites:
‘Distribution(1)mightrepresentanaffluentbutclass-riddensociety,markedbyforms
ofservility,domination,andexploitation.TheNon-IntrinsicEgalitarianshouldthinkit
inonewaypreferabletomovefromsuchasocietytoamoreegalitariansociety(asin
(2))evenifthisadverselyaffectedeachperson’slevelofall-things-consideredwell-
being.ThisisbecausetheNon-Intrinsicegalitariancanallowthatcertainkindsof
egalitariansocialrelationshaveavaluethatisnotreducibletotheeffectsonindividual
48Seealso,‘WhatisthePoint?’,289:‘Democraticequalityguaranteesalllaw-abidingcitizenseffectiveaccesstothesocialconditionsoftheirfreedomatalltimes.’49DerekParfit,‘EqualityorPriority?’inClaytonandWilliamsed.,TheIdealofEquality:81-125,atp.9850InO’Neill,‘WhatShouldEgalitariansBelieve?’,141,thesearenumbered(3)and(4).Inthequotationthatfollows,Ihavesubstitutedmynumbersforhis.
16
welfarethatthosesocialrelationsmayhave.…Thismaysoundcounterintuitive,but
suchapositionisnotatallmysterious.Ifwethinkthatcertainegalitarianvalueshave
asignificancethatisindependentoftheeffectsofequalityonindividualwell-being,
thenwemaythinkthatthevalueofequalitycansometimestrumpthevalueof
maximizing(orafortioriofmerelyincreasing)well-being.’51
Recallthat,attheoutset,Idistinguishedbetweennormativeandevaluativeclaims.Sofarwe
havelookedatwhyegalitariansocialrelationshipsmaybethoughttobevaluable,personally
orimpersonally.And,ofcourse,somenormativeclaimsmaypiggy-backonthosevalues.But
egalitariansocialrelationshipscanalsobeunderstoodinamorepurelynormativelight–not
asvaluableperse,butratherasfundamentallymorallyimportant,asastartingpointfor
normativeclaims.Thiswayoflookingategalitariansocialrelationshipsdoesn’tseethemas
somethingtobepromoted,akindofvalue,butratherasamethodologicalstartingpoint.
Principlesofjustice,onthisview,areexpressionsoforproceedfromourfundamental
commitmenttosocialequality.ChristianSchemmelofferssuchanaccountoftheimportance
ofegalitariansocialrelationships.HefindsO’Neill’sviewthategalitarianrelationshipsare
impersonallyvaluable‘mysterious’52(whichis,ofcourse,exactlywhatO’Neillaccuses
distributiveviewsofbeing,andexactlywhathedenieshisclaimsasbeing)andproposesa
viewinwhich:
‘Relationalegalitarianism...isaviewaboutsocialjustice;itsaimistospecifyrightsand
dutiesthatindividualshaveasmembersofsociety,andwhichnormallyoverrideother
socialvalues...Theobjectionto[inegalitarian]relationshipsisnotmerelythattheyare,
insomesense,badforpeople,butthattheyconstituteunjusttreatment:domination
involvessubjectiontothearbitraryexerciseofpoweronthepartofsomebodyelse;
marginalizationinvolvesanunjustdenialofopportunitiestoparticipateinbasicsocial
andpoliticalinstitutions.’53
51Ibid.,141-142.Seealso,146:‘[W]emaybelievethatthesortoffraternal,egalitariansocialrelationsthatresultfromdistributiveequalityarevaluableinsomewaythatissimplyirreducibletoanygainfor,orbenefitto,anyparticularindividual.Wemaybelievethatsuchrelationshipshaveabasicmoralsignificancethatisnotexhaustedbytheirvalueforanyparticularindividual.’Emphasisinoriginal.52ChristianSchemmel,‘RelationalEgalitarianDistributions’(unpublishedm/s).Thispaperlaterbecame‘WhyRelationalEgalitariansShouldCareAboutDistributions’,butthisparticularpassagewasdeleted.Idon’tbelievethatthisamendmentreflectedachangeofheartintheauthoronthisissue,however.53Schemmel,‘WhyRelationalEgalitariansShouldCareAboutDistributions’,366.InthisquotationSchemmelseemsfocussedonthenegativeview–thejustice-basedimperativeistoendinegalitarianrelationships,notproduceegalitarianones.
17
Schemmelgivescredencetotheideathatwhatisdisvaluableaboutinegalitarianrelationships
istheirpersonaldisvalue–theymakepeople’slivesgoworse.However,healsohasadeeper
commitmenttosuchegalitarianrelationships.Weshouldcareaboutsuchrelationships‘not
merely’becausetheymakepeopleslivesgobetterbutbecausetheyarerequiredbyjustice
evenwhen(inanindividualinstance54)theydon’tmakepeople’slivesgobetter.UnlikeO’Neill,
thisisnotbecausetheyarethoughttobeimpersonallyvaluable.Itis,rather,thattheyare
required,andnotinawaythatfeedsoftheirpersonalorimpersonalvalue.Thus,the
foundationsofSchemmel’srelationalegalitarianismaredifferentfromthepersonalvalueand
impersonalvalueviewsthatwehavethusfarconsidered.Rather,hisrelationalegalitarianism
is,atroot,normative.Ensuringegalitariansocialrelationshipsissomethingweoughttodo,
butnotbecause(oratleastnotonlywhen)they’regood(eitherforpeopleorimpersonally).
Andersonalsomakescommentsalongtheselines.Shesays,forexample,that‘Egalitarians
baseclaimstosocialandpoliticalequalityonthefactofuniversalmoralequality…egalitarians
seekasocialorderinwhichpersonsstandinrelationsofequality.’55Shealsosays,aswehave
seen,thatdistributivepatternsshouldnotbeseenpurelyasinstrumentaltoegalitariansocial
andpoliticalrelationships,butmayfollowfromorbedemandedbythem.Thisseemstoput
theserelationshipsattheapexofthenormativetree–itisn’t(just)thatweshouldexplainwhy
theymakepeople’slivesgowell,itis,rather,thatweshouldstartfromtheserelationshipsas
theappropriatewaytolivetogether.Weshouldhaveequalsocialrelationshipsbecause,
morally,weareequal.
Aswehaveseen,inhiswritingsonequality,Scanlonseemstoappealtopersonalvalueor
personalreasonsinarticulatingwhyweshouldcareaboutegalitarianrelationships.But,whilst
intheworksinwhichhedefendsrelationalegalitarianismhedoesnotlinkbacktohisbroader
moraltheory56,andinhismostfamousworkinmoraltheory(WhatWeOwetoEachOther57)
heis‘coy’aboutwhathiscontractualismdemandsinthesphereofdistributivejustice58,we
know,ofcourse,thatScanlonhasabroadermethodologicalframeworkanddeeper
54IamgratefultoSchemmelforencouragingmetomakethisparantheticalqualification–hewouldnotendorsetheviewthatsuchrelationshipsaremorallyimportantinaworldwheretheyareingeneralbadforpeople.55Anderson,‘WhatisthePoint?’,313.56AaronJamessaysthatScanlon’scontractualismis‘atbestperipheraltohispoliticalessays.’AaronJames,‘TheSignificanceofDistribution’inR.JayWallace,RahulKumar,andSamuelFreemaneds.,ReasonsandRecognition:EssaysonthePhilosophyofT.M.Scanlon,(NewYork:OxfordUniversityPress,2011):276-304,atp.296,n.1.57T.M.Scanlon,WhatWeOwetoEachOther(Cambridge,Mass:BelknapPress,1998).58James,‘TheSignificanceofDistribution’,p.276.
18
commitments:contractualismbasedonmutualjustificationandreasonablerejection.Atthe
rootofScanlon’scontractualism,wefindsomethingverylikerelationalequality–anidealof
peoplelivingtogetherinajustificatorycommunity,wheretheylivebyprinciplesthatnobody
couldreasonablyreject.AtthesummitofScanlon’stheoryappearstobeanideathatwhat
mattersislivingtogetherasequals.AsAaronJamesputsit,‘IfScanlon’stheoryimpliesthat
distributions,assuch,arenotwhatultimatelymatters,italsotellsuswhatisfinallyatstake:
thesignificanceofdistributiondependsonindependentlyvaluablerelationsamongpeople.
Wearetotreatothersastheyareowed,byactingonlyinwayswecouldjustifytothem,
becausethissustainsavaluable‘relationofmutualrecognition’withthem.’59Thus,Scanlon’s
demandthatwefosteregalitarianrelationshipsthroughourdistributionsmayimmediatelybe
justifiedwithreferencetoindividualwellbeing,butultimatelythejustificationmay,ifwe
connectitwithhiscontractualism,finditsterminationinamoralidealofequalityandequal
relationships–whatweowetoeachotheriswhatwecanjustifytooneanother,andweought
tojustifyourselvestooneanotherbecauseonlythencanwelivetogetherasequals.James
talksaboutjustificatoryequalityas‘independentlyvaluable’,sotheremaystillbediggingtodo
(whatkindofvalueisthis?presumablyimpersonal?),butitmayjustbethatScanlonthinks
thatallmoralandpoliticalphilosophymustproceedfromanideaofusasequals.
Thisnormativeformulationofrelationalegalitarianismseestheideaofegalitariansocialand
politicalrelationsasfoundational.Thepointofequality,touseAnderson’sterms,istoend
oppression.Oppressionisobjectionablebecausetheoppressordoesn’ttreattheoppressedas
anequal.Whatisthepointoftreatingapersonasanequal?Thereisn’tapoint.It’sjustwhat
we’resupposedtodo:weshouldtreateachotherasequalsbecauseweareequals.Onthis
view,politicaltheorymustproceedfromtheidealofrelationalequality,notexplainwhyor
howitisvaluableorimportant.
IVRelationalandDistributiveEgalitarianism
InthissectionIwanttoturnmyattentiontomysecondandthirdaimsasstatedinthe
introduction.Thatis,Iwanttolookatwhetherrelationalegalitarianism,inthevariousguises
outlinedabove,canbecriticizedinthesamewaythatdistributiveegalitarianismiscriticized–
as‘arithmetic’and‘abstract’–andtoseehowitmightrelatetodistributiveegalitarianism,to
seewhetherthereisroomforbothunderstandingsofequalitywithinasingleview,asCohen
appearedtobelieve.Wesawearlierhowrelationalegalitarianshavecomplainedthat
59Ibid.,p.277,quotingScanlon,WhatWeOwetoEachOther,p.162.Emphasisinoriginal.
19
distributiveviewsofequalityareoverlyabstractormysterious,andthattheyareoverly
arithmetic,focusingon,asanearlierrelationalegalitarian,R.H.Tawney,putit,‘thedetailsof
thecountinghouse’.60Wehavealsoseen,broadlyspeaking,threedifferentwaysofviewing
egalitariansocialrelationships.Relationalegalitariansclaimthatequalityisavaluethatis
centrallyconcernedwithoursocialrelationships.Theserelationshipsmayhavepersonalvalue
(begoodforpeople),haveimpersonalvalue(begoodregardlessoftheircontributionto
individuallives),orberequiredby,orastartingpointfortheorizingabout,justice.Anyof
thesewaysofunderstandingwhyweshouldcareaboutegalitariansocialandpolitical
relationships,Iwillnowargue,isindangerofeitherleadustoadistributiveor‘arthimetic’
view,orisabstract.Furthermore,eachiscompatible,insomeway,withdistributive
egalitarianism.Therefore,itmaybeafalsedichotomytomakeuschoosebetweenthe
relationalanddistributiveunderstandingsofequality.
Let’stakethepersonalvalueviewfirst.Onthisview,thebasicclaimisthategalitariansocial
relationshipsmakepeople’slivesgobetter(andmakesthemgobetterinthekindofwaythat
egalitariansshouldcareabout).Ithinkthisistrue.Considertwoworldsinwhichallhave
equalholdings(andtheirlevelofholdingsisthesameinbothworlds).Inthefirst,everyone
participatesonanequalfootingandrelationshipsarecharacterizedbyhealthyfraternal
relations.Intheother,twogroupstakeitinturntodominateandoppressoneanother.It
seemstomethatthepeopleinthefirstworldhavebetterlivesthanthoseinthesecond.
Onequestionwemayaskishow‘perfectionist’thismakestherelationalegalitarianposition.
Manyoftheformsofwellbeingthoughttobepromoted,suchas‘genuineself-understanding’
and‘autonomy’arethekindsofpersonalvaluesthatwewouldassociatewith(aliberal)
perfectionism,likethatofJosephRaz.61Theseaccounts,especiallythosethatadheretothe
positiveviewthategalitariansocialrelationshipsaregoodforus(andnotonlythenegative
viewthatinegalitarianrelationshipsarebadforus)seemtoclaimsuperiorityforthose
conceptionsofthegoodthatmakespaceforsuchrelationships,orthegoodsthattheyare
thoughttopromote.Therefore,weareencouragedtolookdownonthoseconceptionsofthe
goodinwhichsuchrelationshipsarenotvalued,orinwhichgoodslikeautonomyandtruthful
livingdonotplayacentralrole.AccordingtoScheffler,wearetovaluetheserelationships
becauseoftheircontributiontohumanflourishing.Thislimitstheextenttowhichsucha
viewcanclaimneutralitybetweenconceptionsofthegood.Thisseemsespeciallyrelevantin60R.H.Tawney,Equality(London:Allen&Unwin,1964),p.113.61JosephRaz,TheMoralityofFreedom(Oxford:OxfordUniversityPress,1986).
20
Scheffler’scase,sincehisisastoryinwhichrelationalegalitarianismisapparentlyinspiredby,
andattributableto,Rawls,whomwedonotnormallyassociatewithperfectionism.62Of
course,Schefflerofferstheless‘philosophicallyvenutresome’accountofthevalueof
egalitarianrelationshipsaswell,andperhapshewouldwanttoassociateRawlswiththat
account.63
Let’simaginethatitistruethategalitariansocialrelationshipsareindeedgoodforus,and,
whatismore,goodforusinthekindofwaythatapoliticalcommunityoughttocareabout.
Allwehavelearnedfromthisisthatparticipationinegalitariansocialrelationshipsiseithera
suigenerisaspectofhumanflourishingorwellbeing,orcontributestohumanflourishingor
wellbeing.Thisdoesn’ttellusthatmuchaboutwhattodo,orwhichstatesofaffairsaremore
valuablethanothers.Ittellsusthat,allelseequal,ifwewanttopromotehumanflourishingor
wellbeing,weshouldpromotetheserelationships.Allpoliticalphilosophersthinkwemustbe
attentivetowhatmakeshumanlivestogowellalongsomemetric(thoughthatmetricmay
notbeorconcernwellbeingorflourishinginanythicksense,butrathertosomepolitical
analogueofthat64).Allelseequal(acrosseverythingelsethatmatters)ifwecanmakepeople
betteroff,weoughtto.Butoncewehaveidentifiedwhatmetricwecareabout,theotherkey
questionishowweoughttodistribute(themeansto)thatmetric.
Forexample,let’simaginethatSchefflerisright,thategalitariansocialrelationshipspromote
‘truthfulliving’.Letusalsoimagine(implausibly,andforillustrativepurposes)thatthisisthe
onlyreasonweshouldpromoteegalitarianrelationships,andthattruthfullivingisallthat
mattersinmakingalifegowell.Thequestionthenis:‘howshouldwedistributethemeansto
and/orpromotetruthfulliving?’Weknowthatitisvaluable,andthatthatexplainswhywe
shouldpromoteegalitariansocialrelationships.Butifpeoplecanbebetterandworse
informedaboutlife,assuchapositionrecognises,therewillthenbequestionsabouthowwe
shouldviewdifferentdistributionsoftruthfulliving.Shouldwemaximizeit,suchthatifone
personcouldknoweverythingthereistoknow,thatwouldbeasgoodaslotsofpeople
62JohnRawls,PoliticalLiberalism(NewYork:ColumbiaUnivesityPress,1993).63ItwouldbeconsistentwithRawlsianismforSchefflertoclaimthategalitarianrelationshipsarenecessaryforhumanflourishing,providedthatthatfactplaysnoroleingroundingtheclaimthatourpoliticalinstitutionsoughttopromoteorsupportsuchrelationships,althoughSchefflerhimselfdoesnotdistancehisclaimsabouthumanflourishingfromhispoliticalviewofequality.ItwouldalsobeconsistentwithRawlsianismtoclaim,asAndersondoes,thatsuchrelationshipsarenecessaryforliberty,iflibertyisthenviewedasaprimarysocialgood–i.e.,anall-purposegoodrequiredformostconceptionsofthegood.Thiswouldgiveegalitarianrelationshipsinstrumentalvaluewhilsttakingnostandontheirintrinsicvalueforhumanlives.64Forexample,Rawls’sprimarysocialgoods.
21
knowingabit?Orshouldweequaliseit–oratleastfindvalueinpeoplehavingequalityof
accesstotruth?Orshouldweprioritisegivingaccesstotruthtothosewhocurrentlyhave
less?Allthesepositionsare,atroot,distributive.Thepointisthis:ifegalitariansocial
relationshipsarethoughttobevaluableorimportantbecauseoftheircontributiontohuman
wellbeing,anditisthenthoughtthatpoliticalinstitutionsanddistributionsoughttobe
arrangedsoastopromoteorrealisetheserelationships,thisshowsusthat(these)relational
egalitarianscareaboutpeople’swellbeing(andthinkourpoliticalinstitutionsoughttocare
aboutthiskindofwellbeing)andthatthiscareextendsbeyondthemoneyintheirpockets–
inotherwords,theyarenotresourcists.65Butlotsofdistributiveegalitarians,including
Cohen,arenotresourceegalitarians,theyarewelfareegalitarians.66Sothisdoesn’tseemtobe
astrikeagainstthedistributiveegalitarian,itisastrikeagainstresource-focussed
egalitarianism,whichcannottakeaccountofthewaythatafinanciallywell-offbutdominated
personisbadlyoff.
Oncewehaveidentifiedthewaythategalitariansocialrelationshipscontributetowellbeing,
westillthenneedtoask‘whatprinciple(s)shouldguideusinthedistributionofwellbeing?’
Heretherelationalegalitarianmustseeminglychoosebetween(orcombine)ourfamiliar
distributiveprinciples:egalitarianism,sufficiency,prioritarianism,maximin,or
maximisation.67Theymightnotproceeddirectlytothatquestion–theymay,forexample,
seektoansweritthroughsomecontractualmethod–buttheirclaimthatrelational
egalitarianismcontributestohumanwellbeingorflourishingcannotanswerthatquestion.
Therefore,thiskindofrelationalegalitarianismsimplyposesthequestionofhowtodistribute
themeanstoagoodlife,itdoesnotanswerit,orprovideouranswerswitharationale.So
relationalegalitarianswhoseeegalitarianrelationshipsasbeingimportantbecausetheyhave
personalvalueshouldnotcriticisedistributiveegalitariansforhavingatrootadistributive
65Fortheclassicstatementofaresoucistposition,seeDworkin,‘EqualityofResources’.66Morestrictly,Cohenofferthehybridmetricof‘advantage’asthemetricofegalitarianjustice.Seehis‘OntheCurrency’.Foramorestrictlywelfaristegalitarianview,seeRichardArneson,‘EqualityandEqualOpportunityforWelfare’inPhilosophicalStudies56(1989):77-93.67AlexanderBrownhasrecentlycriticizedO’Neillinparticularofbeingaclosetdistributiveegalitarian,sinceO’Neillinvokesself-respectindefenceofrelationalegalitarianism,andBrownbelievesthisshowsO’Neilltobeadistributiveegalitarianwithaself-respecttypemetric.Thismovestoofastfortworeasons.First,itignoresO’Neill’scommentsontheimpersonalvalueofsocialrelationships.Second,O’Neillisatmostcommittedtothepersonalgoodof(andotherslike)self-respect,andhisrelationalegalitarianismdoesnotcommithimtoanegalitariandistributionofthosegoods,letaloneanatrootdistributiveegalitarianism.(Forexample,O’Neillmightthinkweoughttohaveanegalitariansocialrelationships,butonlybecausethatwillmaximizeself-respect).See:AlexanderBrown,‘WhatShouldEgalitariansBelieveIfTheyReallyAreEgalitarians?’,EuropeanJournalofPoliticalTheory(forthcoming),4-5.
22
view.Theyhavenotshownthattheirviewisnot,atroot,distributive:thedistributiveroots
maybeobscuredbythefocusonthecontributionthatcertainkindsofsocialrelationshipscan
maketoindividualwellbeing,butdistributivismmayneverthelesslurkunderneath.Indeed,
somerelationalegalitariansmay,atroot,be(welfarist)distributiveegalitarians.Andcertainly
thistypeofrelationalegalitarianismiseasilycombinablewithdistributiveviews.
Thisputsdistributiveequalityandrelationalequalityinaninterestingrelationship.Onthe
onehand,theycanbearticulatedascompetinginterpretationsofthesamevalue–namely,
equality.Ontheotherhand,theyappeartobeansweringcompletelydifferentquestions,and
focusingondifferentpartsofpoliticalphilosophy.Relationalegalitariansarefocusedonthe
questionofwhat(forpoliticalpurposes)is,orcontributesto,agoodlife–whatisitthatour
politicalinstitutionsshouldtrytoprovideforus?Distributiveegalitariansarefocusedonthe
questionofhowweshoulddistributethemeanstowhat(forpoliticalpurposes)is,or
contributesto,agoodlife.Thismakesthetwopositionspotentiallycomplimentary.
The‘personalvalue’relationalegalitariancouldstillcriticisethedistributiveegalitarianfor
believingequalitytobeatrootadistributivevalue,if,forexample,theythoughtthatweought
tomaximisewellbeingwhilstbelievingthategalitariansocialrelationshipsprovideawayfor
ustodothis.However,therelationalegalitarianwouldthenhavetorecognisethattheir
positionisnot,fundamentally,anegalitarianone–theircommitmenttoequalityisnottheir
fundamentalcommitment,theircommitmenttomaximisingwellbeingis.Andsuchaview
seems,ultimately,asdistributive,‘arithmetic’,andindeedasabstract,asthedistributive
egalitarianview.
Ofcourse,itwouldbeimplausibletothinkthategalitariansocialrelationshipsareallthat
thereistolivingagoodlife.Therefore,whatrelationalegalitariansofthistypehaveidentified
isonecontributingfactortohumanflourishingorwellbeing.Wethenneedtoidentifythe
others,anddecidehowweshouldregarddifferingdistributionsofit,anddifferent
combinationsofdifferentformsofwellbeing.Forexample,imaginethatbothhappinessand
truthfullivingaresuigenerisaspectsofwellbeing.Wethennotonlyneedtodecidehowwe
shouldviewdifferingdistributionsofwellbeingamongdifferentpeople,butalsodifferent
combinationsoftypesofwellbeingwithinpeople.
23
Seeingegalitarianrelationshipsasonecontributingfactortowellbeing(andmaybeevenone
contributingfactortoonetypeofwellbeing)doesnotmeanthatrelationalegalitarianismis
notanimportantprojectorinsight.Butitdoesplacethepersonalvalueversionoftheviewin
context.Evenifitcanbehousedwithinadistributiveview,though,ittellsussomething
importantabouthowweoughttoproceed.Distributiviststendtooperateasifwecanidentify
whatwellbeingis,andthendecidehowit(orthemeanstoit)shouldbedistributed.But,just
asutilitariansprovideargumentsforequalitybasedonthediminishingmarginalsignificance
ofutility,relationalegalitariansprovideuswithanargumentfordistributiveequality(broadly
conceived)basedonthecontributionofsuchdistributionstocertainkindsofrelationship,
andthecontributionofthoserelationshipstowellbeing.Thisviewshowsthatdistributions
(throughrelationships)canimpactonwellbeing,andsoweshouldnotviewthewellbeing-
distributionrelationshipasone-waytraffic.However,despitetheimportanceoftherelational
egalitarianinsight,thepersonalvalueviewmakestherelationalegalitarianprojectseempart
ofadistributiveview,oratleastaviewthatcouldeasilybeincorporatedbyadistributive
view.
Whatifegalitariansocialrelationshipsareinstead,asperO’Neill,viewedashavingimpersonal
value?Inthiscase,IaminclinedtoagreewithSchemmelthatsuchaviewseems‘mysterious’.
Theideaofimpersonalvalueitselfissometimesthoughttobemysterious.Cansomethingbe
valuableeventhoughitisnotgoodforanybody,oranything?Ithinkitcanbe,thoughthis
doesn’tmeanthatIfindtheviewnon-mysteriousor-abstract.Theideaofimpersonalvalue
seemsmostclearwhenthevalueiscompletelyindependentofhumanlives.Consider,tousea
well-knownexample,theGrandCanyon.Asidefromthevaluethatthishasforpeople,it
arguablyhasavaluebeyondthat.Evenifeveryoneintheworldwouldbeatinybitbetteroffif
webuiltagiantparkinglotintheGrandCanyon,thatwouldseemtodisrespecttheinherent
(andimpersonal)valuethatitholds.Anotherexamplemightbebiodiversity.Istheworldin
whichacommonbigcatsdiesasbadastheoneinwhichthelasttigerdies?Ithinkthesecond
maywellbeworse,anditishardtofullyspellthisoutintermswhichrelayallthevaluelost
backtoindividuallives–itmightjustbethataworldwithnotigersisworsethanaworldwith
tigers,evenifitisn’tworseforanybodyoranything.
Thinkingaboutimpersonalvalueintermsofhumanaffairs(likedistributionsorrelationships
betweenpeople)isharder.Toacceptthatsuchvaluesexistmeanrecognisingthatwecanand
shouldimpactonhumanlivesinwaysthatarenotgoodforanyofthoselives.Thevaluestobe
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promotedareofhumanlives,butnotvaluableforhumanlives.Despitetheapparent
strangenessoftheseideas,LarryTemkinshowsmanyintuitivecaseswhereweacceptthata
stateofaffairscouldbeinonewaybetter,eventhoughitisworseforsomeoneandbetterfor
noone.68However,thesearelargelycaseswherethedistributionhassomevalue(likefairness)
whichisindependentlyvaluable.Thinkingaboutinterpersonalrelationships,whichseem
intimatelyconnectedwithindividuallivesandidentities,intermsofimpersonalvalueisastill
furtherstep,and,tome,seemstobejustaboutthemostabstractandmysteriousclaimof
impersonalvalueyoucouldhave.Consideryourrelationshipswithyournearestanddearest,
andthenconsiderwhythey’revaluable.Isitbecausetheymakeourlivesbetter,because
they’retheappropriaterelationshipsforustohave,orbecausetheysimplymaketheworld
better,regardlessofwhattheydoforus?Thelatterseemsthemostmysteriousandabstractof
theseviews.Thesameseems,tomeatleast,trueofsocialrelationshipstoo.Canthevalueof
theserelationshipsreallybefoundoutsideourlives?
Idonotpointanyofthisouttosaythatitisimpossiblethategalitariansocialrelationships
haveimpersonalvalue.Butitiscertainlyanabstractandmysteriousthought.Inadditionto
theseworries,ifegalitariansocialrelationshipshaveimpersonalvalue,perhapsweshouldnot
careabouttheirlocationordistribution.Sincetheyarenotgoodforpeople,perhapswe
shouldnotcarewhotheyobtainbetween,orifsomepeoplehavemanyandothersnoneatall.
ImagineasocietywhereAliceviewseveryone,andisviewedbyeveryone,asanequal.But
everyoneelse’srelationshipsarecharacterisedbynastyinegalitarianelements.Holdingthe
numberofegalitarian/inegalitariansocialrelationshipsfixed,thissocietyisjustasgood,from
theperspectiveofimpersonallyvaluablerelationships,asoneinwhicheveryonehassome
egalitariansocialrelationshipsandsomeinegalitarianones.Thatis,unlesstheimpersonal
valueofsuchrelationshipsisconditionalontheirdistribution,orthereareimpersonalvalues
embodiedinthedistributionofsuchrelationships.Buttoacknowledgethiswouldbetosee
distributionsofgoods(certainkindsofrelationships)asholdingimpersonalvalue.Aren’twe
backinmysterious,abstractandarithmeticterritoryhere?69
Themainpointisthis:relationalegalitarians(andO’Neillinparticular)havecriticisedthe
distributiveegalitarianviewforbeingundermotivated,abstractandmysterious.Whenasked
whydistributiveequalityisvaluable,distributiveegalitarianssay‘itjustis’.O’Neillsaysthis
isn’tgoodenough.Hethinksthategalitariansshouldbeabletoofferreasonsforwhy68Temkin,‘Equality,PriorityandtheLevellingDownObjection’.69IamgratefultoLiamShieldsforusefulcommentshere.
25
distributiveinequalityisbad:‘theNon-Intrinsicegalitarianwillhaveamorefullyelaborated
accountofwhyandhowinequalityisbad,ofakindthatisunavailabletotheTelicegalitarian.
ItistothecreditofNon-Intrinsicegalitarianismthatthismakesthevieweasiertodefend.On
aNon-Intrinsicegalitarianview,theskepticaboutegalitarianismcanbecounteredbya
detailedaccountofthevarietyofconsiderationsinwhichthebadnessofinequalityis
grounded.’70
Yet,ifwepushO’Neill-stylerelationalegalitariansonwhythesethingsarebad,theiranswer
willconcernthevalueofegalitariansocialrelationships.Andifwepushthemonwhythey’re
sogood,theiranswerwillbe(atleastinpart)‘theyjustare’.Giventhis,aretheyonmuch,if
any,firmergroundthanthedistributiveegalitarian?Perhapsallmoralclaimsmust,
ultimately,begroundedinabstractandmysteriousclaims.Certainlythoseviewsthatinclude
claimsaboutimpersonalvalueseemtodestinedtobeabstract,mysterious,and
metaphysicallycontroversial.Soitdoesn’tseemaconsiderationinfavourofoneoveranother
thattheotherisabstractandmysterious.Certainlyitdoesn’tlooklikeaconsiderationin
favourofimpersonalrelationalegalitarianismoverdistributiveegalitarianism.
Inadditiontoarguingthatrelationalegalitarianismisasuperiorunderstandingofequalityto
distributiveegalitarianism,O’Neillarguesthat,onceweacceptrelationalegalitarianism,we
seethatParfit’squestion‘equalityorpriority?’presentsuswithafalsedichotomy.71Thisis
because,alongsideourrelationalegalitarianism,wecanendorsetheprioritydistributiveview
(theviewthattheworseoffsomeoneis,themoreimportantitistobenefitthem).Inthe
contextofO’Neill’srejectionofdistributiveegalitarianism,Ifindthisclaimstrange.Firstly
becauseifwecanendorsethepriorityviewalongsiderelationalegalitarianism,whycanwe
notendorsedistributiveegalitarianismalongsideherrelationalsister?O’Neillmayreplythat
wecouldhavethisview,asamatteroflogicalconsistency,butthatweshouldn’t,becauseof
thearithmeticnatureandabstractnessofthedistributiveegalitarianview.Butprioritarianism
seemstobearthesefeaturestooand,inaddition,asIngmarPerssonmakesclear72,thepriority
viewentailsendorsingakindofimpersonalvaluedirectlylocatedindistributions,whichis,at
leastpartly,whatseemstomakethetelicegalitarianviewabstractandmysterious.
70O’Neill,‘WhatShouldEgalitariansBelieve?’,133-134.71Ibid.,152-155.72IngmarPersson,‘Equality,PriorityandPerson-AffectingValue’inEthicalTheoryandMoralPractice4(2001):23-39,at26-29.
26
Indeed,asanaside,weneedn’tnecessarilychoosebetweendistributiveequalityandthe
priorityview.Muchoftherecentliteratureondistributiveethicshasconcernedwhetherwe
shouldbeegalitariansorprioritarians.ButsincedistributiveegalitarianssuchasCohenare
pluralists,theydon’tbelieveequalitytobetheonlydistributivevalue.Usually,equalityis
coupledwithaconcernforsomethinglike‘efficiency’or‘totalwellbeing’(i.e.,somekindof
maximizingconcern).Butthereisnoreasonwhyaconcernfordistributiveequalityshouldn’t
becoupledwiththepriorityviewinthesteadofthismaximizingconcern.Indeed,Iam
temptedtoendorsesuchaview:theworstoffareentitledtosupportbothbecausethey’reon
thewrongsideofinequality,andbecausethey’reworseoffinabsoluteterms.
Letusturnnowtothejustice-basedunderstandingpromotedmostclearlybyChristian
Schemmel.Schemmelclaimsthathisviewis,initsfoundations,thesameasthatofAnderson
andScheffler.73However,asIhavetriedtoshow,whentheytrytoshowtheimportanceof
egalitariansocialrelationships,bothAndersonandScheffleratleastinpartfocusonwhysuch
relationshipsaregoodforus,oratleastwhytheabsenceofdominationandoppressionisgood
forus.Thissuggestsa(partly)personalvalue-basedview,ratherthanajustice-based,or
ultimatelynormative,view.
Again,liketheversionofrelationalegalitarianismbasedonimpersonalvalue,thisviewis
perhapsabstract.Considerjustificationstocitizensofformsofpoliticalarrangementdesigned
tofosteregalitariansocialrelationshipsthatmaybedetrimentaltotheirwellbeing,butthat
arejustifiedonthebasisthatasocietyhasanobligationtofostersuchrelationships.Unlike
thepreviousview,inwhichthepromotionofegalitariansocialrelationshipswasjustifiedon
thebasisthat,whilethingsmaybeworseforthecitizen,theywouldbebetterallthings
consideredbetter,heretheclaimisthatthingsmaybeworse,butthatwehaveanobligationto
makethingsworse.Idon’tthinkthatthismakestheviewimplausible–itisafamiliarthought
tonon-consequentialists.Butitdoesperhapsmakeitabstractandmysterious,whichisexactly
whatsomerelationalegalitarianshavesuggestediswrongwithdistributiveegalitarianism.
Afterall,whatexactlyisthebasisoftheideathatpeopleoughttobetreatedasequals,given
thatwe’veruledoutthatitisintheirinterests,orthattheequaldistributionofcertainthings
(likeself-respect)isvaluableinandofitself?Ifthemoralimportanceofegalitariansocial
relationshipsissimplyafoundational,unjustifiedclaim,atheoreticalstartingpoint,then,like
distributiveegalitarianism,itseemsabstract.Ihaveitalicizedthewordsseemsintheforegoing
73Schemmel,‘WhyRelationalEgalitariansShouldCareAboutDistributions’,365.
27
sentence,becauseIamalittleunsureofmygroundhere.ThatisbecauseIamalittleunsure
aboutwhat,exactly,thechargeofabstractionis,orwhyabstractionisabadthinginapolitical
philosophicalclaim.Butsince‘mystery’and‘abstraction’featuresoheavilyinO’Neilland
Scanlon’sattacksondistributiveequality,itisworthnotingthattherelationalviewsappearto
carrythesefeatures.74
Schemmel’snormativeviewalsoseemstoleavespacefordistributiveegalitarianism.Itsays
thatrelationalconcernscreatenormativeprescriptionswhichboundpermissibleaction.This
may(andSchemmelthinkswill)includeprescriptionsaboutdistributions.Butwecanimagine
thatrelationalegalitarianismwillcreatelimitstodistributions,suchthattherewillbea
pluralityofdistributionswhichmeettherelationalcriteria(Schemmelbelievesthatthisrange
willbenarrowerthanmostrelationalegalitarians,sincehethinksthatthedistributive
prescriptionswillbequiteprecise).However,withinthatpermissiblerange(howeverwideor
narrow),wecouldstillfindaplacefordistributiveegalitarianism.Forexample,manywould
acceptthatnormativeinjunctionsagainstkillingpreventthatbeingusedasameansto
realisingequality.Intherelationalegalitariancase,weshouldnotpromotedistributive
equalityinwaysthatwouldinvolvedisruptingpeople’srightstobeseenandtreatedasan
equal.Inotherwords,Schemmel’sviewdoesn’tseemtodirectlyopposedistributive
egalitarianism,butrathermaysimplyplace(egalitarian)limitsonit.Indeed,Cohenthinks
somethinglikethis,ashebelievesthatcommunityconsiderationsvetoluckegalitarian-
approvedinequalities.75ThisisalsoonewaytoreadJonathanWolff’srelationalegalitarianism.
Wolff’s‘Freedom,RespectandtheEgalitarianEthos’76issometimesplacedalongside
AndersonandScheffler’spapersasagroupofinfluentialrelationalegalitariancritiquesofluck
74IamgratefultothemembersofMancept,andLiamShieldsinparticular,andChristianSchemmelforpushingmetowardgreaterclarityhere,oratleastgreateracknowledgementofmyunclarityanduncertainty.75ThisreadingissuggestedbyWhyNotSocialism?,p.12:‘Thecommunityprincipleconstrainstheoperationoftheegalitarianprinciplebyforbiddingcertaininequalitiesthattheegalitarianprinciplepermits.’Andp.37:‘Dotherelevant[community-based]prohibitionsmerelydefinethetermswithinwhich[distributive]justicewilloperate,ordotheysometimes(justifiably?)contradictjustice?’Myemphases.IwouldhaveexpectedCohentoseecommunityandjusticeasintensionandaneedtointuitivelybalancetheircompetingdemands,butheseemstoseecommunityasplacingfirmlimitsonthepursuitofjustice(i.e.,distributiveequality).Itisworthnoting,toavoidconfusion,thatSchemmelandCohenhaveverydifferentunderstandingsofwhatkindsofclaimsclaimsofjusticeare.SowhenSchemmelsaysrelationalconsiderationsarejusticeconsiderations,hemeansthattheyhaveacertainpriorityorweight–apriorityorweightwhichCohendoesnotaccordtojustice,whichis(forexample)overriddenbycommunity.OnthisaspectofCohen’swork,seemy‘InternalDoubtsaboutCohen’sRescueofJustice’,JournalofPoliticalPhilosophy18(2010):228-247.76JonathanWolff,‘Fairness,RespectandtheEgalitarianEthos’,Philosophy&PublicAffairs27(1998):97-122.
28
egalitarianism.77However,Wolff’spaperisimportantlydifferent.Itsaysthatthereare
(egalitarian)limits,basedonrespect(aboutthewayweseeandtreatoneanother),tothe
pursuitofdistributivefairness.Butthatpositiondoesn’tdenythatdistributivefairnessor
equalityisavalue.78
AdistributiveegalitarianismmayenterScanlon’scontractualistviewinaslightlydifferent
way.AaronJameshasarguedthatcontractualismcannotsupportadistributivetheorylike
luckegalitarianism,sincecontractualismfocusesonthepersonalreasonswecanputforward
tooneanotherinfavouroforagainstparticularprinciples,principlesthatdefinewhatweowe
toeachother,whilst‘adistributiontakenassuch,cannotbeowed,andsocannotbejustice’.79
However,leavingasidequestionsofterminology(i.e.,whetherornotluckegalitarianismcan
beatheoryofjustice)itcancertainlystillgetalookin.Scanlonexplicitlyallowsthatnotall
personalreasons(thereasonswemusttrafficininordertoworkoutwhatweowetoeach
other)arereasonsgroundedinwellbeing.Forexample,reasonsgroundedinfairnessare
admissible.Scanlonwritesthat‘Wehavereasontoobjecttoprinciplessimplybecausethey
arbitrarilyfavortheclaimsofsomeoverothers:thatistosay,becausetheyareunfair.’80What
isitforaprincipleto‘arbitrarilyfavor’someoverothers?Scanlondoesn’tsay,buttheluck
egalitarianfocusonthosefactorsoverwhichwehavenocontrolorresponsibilityisaplausible
contenderhere.Soluckegalitarianismmayqualifyasatheoryoffairness,whichcangrounda
personalreasonwhichcanbeputforwardwithinanegalitarianjustificatoryframeworkto
workoutmattersofjustice(whatweowetoeachother).Ofcourse,wemayputforwardother
personalreasonstobeconcernedaboutdistributions,forexample,whethertheyleadto
objectionablerelationships,butreasonsoffairnesscanstillplayaroleinevaluatingwhich
principleswecanandcan’treasonablyreject.
Tosumupthissection,themosttangible,leastabstractoftheexplanationsastowhy
egalitariansocialrelationshipsarevaluableistoexplainthecontributionthatthese
relationships(ortheabsenceoftheiropposites)maketohumanlivesgoingwell.Theyarethe
77Wolffhimselfnotesthisinhis‘Fairness,RespectandtheEgalitarianEthosRevisited’,JournalofEthics14(2010):335-350.78Seeibid.79James,‘TheSignificanceofDistribution’,p.276.Emphasisinoriginal.80Scanlon,WhatWeOwetoEachOther,p.216.Seealso:James,‘TheSignificanceofDistribution’,p.280(whichnotesScanlon’scommentsonfairness);andp.281(wherethemethodemployedbydistributivetheoristsisdescribedas‘atbestincomplete’,notrulingoutapotentialrolewithincontractualism).Onp.282Jamesacknowledgesthatonewillhavesomepersonalreasontobecompensatedforbadluck,buthebasestheseonpersonalwelfare,ratherthanfairness.
29
mostimmediateandeasytograspreasonsforthinkingtheserelationshipsimportant.But
theseanswersmaypointus(a)toward(athin)perfectionism;and(b)onwardstodistributive
theoriesabouthowweshouldviewdifferentdistributionsofwellbeingorthemeanstoit.
Certainlytheseviewsarenotopposedtodistributiveviews,andcouldeasilybehousedwithin
them.Claimsabouttheimpersonalvalueofrelationshipswillbeabstract,andinO’Neill’s
viewappeartobecoupledwithdistributiveviews,thatarealsoabstract(oneofwhichmaybe
distributiveegalitarianism).Finally,normativeviewsarepotentiallyabstract,inthatthey
claimthatweoughttodosomethingtopeople,includingtryingtoformulatecertainkindsof
relationship,butnotbecausethisisinthosepeople’sinterests.Inaddition,suchaviewseems
toleavespacefordistributiveegalitarianism,eitherwithintheboundsofrelational-friendly
distributions,orasapersonalreasonputforwardwithinanegalitarianjustificatory
relationship.
VConcludingRemarks
InthischapterIhavesoughttocontributetothedebateaboutequalitywhichisoftenframed
asbeingaboutdistributiveorrelationalequality.Ihavetriedtodothisby,first,asking‘whatis
thepointofegalitariansocialrelationships?’,andshowingthatrelationalegalitariansseemto
offeravarietyofdifferentanswerstothisquestion.Second,Ihavetriedtoshowthatsomeof
theworriesthatsomerelationalegalitarianshavewithdistributiveegalitarianismmaybe
foundintherelationalegalitarianismsaswell.Finally,andrelatedly,Ihavetriedtoshowthat
allrelationalegalitariantheoriesarecompatiblewithsomerolefordistributiveegalitarianism,
andsomerelationalegalitariantheories–thosewhichfocusonhowegalitarianrelationships
improveindividuallives–mayevenpresupposetheneedfor(independent)distributive
principles.Thisfinalconclusionis,Ithink,inthespiritofG.A.Cohenintwoways.Thefirstis
thatCohen,asIpointedoutatthestart,hadvariouscommitmentswhichpointtowardsome
combinationofdistributiveandrelationalegalitarianism.ThesecondisthatCohenwasa
pluralist,andinarticulatinghisluckegalitarianbeliefshewasalwayskeentoemphasizethat
hewastryingtoarticulateonevalueamongaplurality81(or,indeed,onepartofonevalue
amongaplurality82).SoCohenoftenemphasizedthatwearenotalwaysforcedtochoose
betweenseeminglycompetingconceptionsorprinciples.AsIhavetriedtoshow,thismaybe
trueofrelationalanddistributiveversionsofegalitarianism.
81Seehis‘methodologicalpreliminaries’in‘OntheCurrency’,908-912.82InRescuing(p.7)Cohenstatesthattheluckegalitarianprincipleisaprincipleofjustice,butthatunjustinequalitiesmaybepermissiblebecauseofnon-justiceconsiderationsandnon-distributivejusticeconsiderations.