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"They don’t need it, and I can’t give it": filial support in South India
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Penny Vera-Sanso
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CHAPTER 3
Penny Vera-Sanso
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Old-age support in South Asia is, and always has been, predomi-
nantly the responsibility of sons. Although all children are con-
sidered indebted to their parents for giving them life and bringing
them up, it is only sons who are expected to repay that debt. A
daughter’s debt is discharged on her wedding day, because, once
a woman marries, her labour and hence her income belong not to
herself but to her husband. Consequently couples without sons
may try to adopt one, usually a relative or a daughter’s prospec-
tive husband. This strategy to secure economic or practical sup-
port in old age is only viable where there is something, usually
property, to inherit and where there are several potential heirs.2
Other than this, support is extremely limited both for elderly peo-
ple without sons and for those whose sons are unwilling or
unable to provide for them.
The alternatives to filial support are regionally specific, are dif-
ficult to secure and may not meet basic medical and nutritional
needs. Support from relatives other than sons is generally very
rare throughout South Asia, although it may be slightly more
forthcoming in India compared with Bangladesh, and in south
India compared with north India (Cain 1988; Dreze 1990; Dhar-
malingam 1994; Panda 1998). Nor is its impact on welfare in old
age significant (Caldwell et al. 1988; Rahman 1999). Old-age
homes are rare and fall mainly into two categories: first, charita-
ble institutions, the majority of which are located in south India
and cater for the Christian minority (James 1994); secondly, pri-
vate homes where emigrant professionals can send their parents.
State provision does not provide a realistic alternative to support
from sons. State non-contributory pensions for the elderly are
only made available to impoverished people over sixty years old
without a surviving adult son. Not only are these pensions noto-
riously difficult to secure, even when individuals meet the state’s
criteria for entitlement (Prasad 1995), but government officials
readily acknowledge that it is not possible to survive on the pen-
sion alone. In summary, for the vast majority of people who are
unable to work or fund themselves in old age, viable alternatives
to a son’s support do not exist.
The lack of alternatives to filial support, combined with con-
cerns about the impact of post-colonial economic and social
changes, has stimulated a number of surveys of older people’s
residential patterns in an attempt to chart the persistence of the
‘traditional’ system of old-age support. The surveys seem to sug-
gest that in relative – rather than absolute – terms few elderly
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and practical support for their elderly parents suggests that filial
relations are much more complex and contingent than is gener-
ally acknowledged. Co-residence with a married son, whether
within the same household or living adjacently, provides no cer-
tainty that parents will receive the level of support that the norm
of filial support would imply. Part of the difficulty in understand-
ing the complexity and contingency of filial relations lies in com-
mon assumptions regarding ageing and dependency and
regarding intergenerational and household relations. This section
has tried to expose a number of assumptions embedded in
research which finds the traditional system of filial support
unproblematic and persistent. I have argued that we cannot
assume that the category of ‘elderly’ is fixed; it is more likely to be
contextually variable and contested. Nor can we assume that
rights to household and family resources are equal, uncondi-
tional, or uncontested, or that resource flows from ageing and
elderly people to married sons are not more significant than
upward transfers.
86 Penny Vera-Sanso
in order to have a life (varkkai) a man must stand on his own feet;
that is, he must be financially independent in order to be self-
determining (Vera-Sanso 2000). This is the pressure which pro-
motes the move from joint household to nuclear household, from
joint budgeting and consumption to separate budgeting and con-
sumption. The split can be initiated by either a married son or his
parents. As most sons marry when their parents are still self-sup-
porting, it is the son’s wish for self-determination which lies at the
heart of separate budgeting in the vast majority of families. The
timing of son-initiated splits varies from family to family. The
availability of separate and affordable premises, the need for
parental help during the early part of a marriage, especially in
relation to the protection and semi-seclusion of young wives, and
the need to establish livelihoods are the main factors determining
when sons will initiate a separation.6
There is little that parents can do to prevent sons setting up
independent households. Recognising the need to maintain good
relations with sons and their families in order to safeguard the
possibility of filial support in the future, self-supporting parents
usually consent when a son seeks permission to form a nuclear
household. The difficulty lies with disabled parents who are not
entirely self-supporting. These parents feel forced to refuse their
son’s request for separation, despite knowing that it is only a mat-
ter of time before the son or his wife provoke a complete break-
down in filial relations. Unless these parents have other sons who
come forward to support them, they will be effectively childless in
terms of the norm of filial support: that is, they will receive no
practical or financial help in old age. In a minority of families, par-
ents initiate the split but only do so when they consider a son
slow to take on the financial responsibilities of married life. It is
common practice for parents to continue paying for basic house-
hold expenses even after a son’s marriage and for the latter to
keep a significant portion of his income for his own and his con-
jugal family’s use (see also Vatuk 1990 on north India). Unable to
force sons to work or hand over their earnings to contribute to
household expenses – a demand which would demean a father –
parents’ only leverage is to initiate separate budgeting. As it is
common for each married son to remain in his parents’ house-
hold for a period of time, parent-initiated splits risk the possibility
that sons will refuse filial support in old age if they feel prema-
turely or unjustifiably forced out of the natal household. Thus,
unless parents are entirely dependent at or soon after a son’s mar-
riage, most sons will want to set up independent homes. For par-
ents, all separations carry the risk that sons will not support them
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in old age, but these risks are significantly heightened where par-
ents attempt to prevent separations or initiate the split them-
selves.
The discourse predicating masculinity on financial indepen-
dence not only propels young married men out of the joint fam-
ily but makes elderly men and their wives ambivalent about being
incorporated into their sons’ households. The romantic ideal of
the joint household is one where the elderly are surrounded by
the love and respect of married sons, daughters-in-law and
grandchildren, all of whom are engaged in compensating for the
suffering that parents, parents-in-law and grandparents endured
in giving life to and bringing up successive generations (see also
Vatuk 1990; Lamb 2000). The primary expression of a son’s (and
daughter-in-law’s) affection and willingness to care for ageing
parents is the prompt and solicitous service of food. It is through
the service of food that elderly parents are made to feel welcome
or unwelcome in their children’s homes. Yet being financially
dependent on another person, expressed in terms of ‘who is feed-
ing whom’, is a vulnerable position. It necessitates a degree of
subservience and acquiescence, an avoidance of conflict for fear
of damaging or even breaking the relationship. Given the highly
personalised nature of most economic exchanges, it is in the giv-
ing and receiving of financial support, whether it be food, loans or
wages, that people experience gender, age, caste and class hierar-
chies on a daily basis (Marriott 1976; Vera-Sanso 1994). In this
way, it is not only that age hierarchies become inverted for the
dependent old, although in theory they should not, but also that
men experience a significant loss of masculine status. In better-off
joint households, where informants tend to be more guarded
about family reputation, old men admit with a wry smile that
‘when you stop earning nobody listens to you’ (see also Caldwell
et al. 1988). Several studies have shown that with this inversion
of domestic hierarchy can come not only a greater degree of
humiliation but also of maltreatment (Mahajan 1992; Dharma-
lingam 1994; Vera-Sanso 1999).
A corollary of the association between manhood and financial
independence is that households are expected to be financially
independent. While few households in South Asia do not rely on
a network of support – which belies the claim to independence –
the household’s status and that of its head are dependent on
appearing economically autonomous. In these circumstances all
economic transfers, from whatever source, which fall outside
what is demanded at ritual and life-cycle events (such as mar-
riage, female maturation, retirement) are not seen as constituting
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Parental need
In India the ageing process is thought to be one of declining sen-
sual appetites (Vatuk 1990). This process, which is linked to
lifestage rather than chronological age, is one of cooling and dry-
ing – a process considered both inherent in the body and requiring
self-discipline (Lamb 2000). In Tamil Nadu, for instance, the
elderly are described as having had their life, vaalkai mudinchi
pochu (literally, ‘life, having finished, has gone’). What is meant by
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this phrase is that older people have enjoyed the pleasures of life,
pleasures that are considered to be the prerogative of younger peo-
ple, and, that period being over, older people are expected to turn
to a simpler way of life without the luxuries of youth. Starting
from a period shortly after their first son’s marriage or daughter’s
maturation, men and women begin to move away from styles of
dressing which draw attention to the sexed body. Men and women
gradually exchange bright, bold or intricately designed clothing
for more simple styles and neutral colours and shoes and bodily
adornments, such as jewellery and flowers, are discarded or sim-
plified. They are no longer deemed to require privacy, as relations
between husband and wife are expected to simulate those
between brother and sister once their children begin to marry.
Similarly their need for physical comfort and entertainment is also
expected to decline below the needs of younger people.
Exactly what older people forgo depends on social status. In
part this is because what constitutes a young person’s luxury
amongst impoverished classes, such as beds, toothpaste and hair
oil, is considered a basic necessity for others; in part it is because
younger people’s right to experience the pleasures of life requires
that resources are made available for them to do so. Thus, in rural
areas, scheduled caste people consider toothpaste and tooth-
brushes a young person’s luxury which older people will not use
in case their daughters-in-law make disparaging comments about
their use. Except among the wealthy, new saris are the preserve
of younger women, older women wear cast-offs from patrons,
employers, daughters and daughters-in-law or, in the case of the
impoverished scheduled castes, second-hand clothes bought in
the market-place. This class-based and age-based variation in
need also extends to medical treatment. While most families must
‘ration’ medical treatment, it is noticeable that in the poorer sec-
tions of society older people are expected to endure ill-health
with no treatment or less treatment than is expected for younger
people. Similarly, older people are expected to control their
appetite for food, in terms of both quantity and flavour, a practice
which the wealthy also follow. It is this expectation that may
partly explain Gillespie and McNeill’s (1992: 98) finding that even
in better-off households the nutritional status of people aged sixty
and over is ‘considerably worse’ than that of younger people.
Thus, older parents are expected to have few needs, mainly
focused around the need for a small quantity of food per day,
although what counts as a need will vary by class. Consequently,
once parents’ duties to their children are met, that is, after all
their children are settled in marriages and are self-supporting,
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Conclusion
Notes
The author would like to thank Elisabeth Schröder-Butterfill, Philip Kreager, Janet
Vera-Sanso and Gordon Talbot for comments on earlier drafts.
1. Elderly people’s access to work can vary significantly depending on their vil-
lages’ economic history and infrastructural provision. Urban areas generally
offer more scope for elderly people to engage in work tailored to their physi-
cal capacities, such as informal-sector trading (Vera-Sanso 1999, 2001).
2. For example, support in old age is more likely to be realised where a person
selects one of several people equally entitled to inherit that person’s property,
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say, one of several nephews or sons-in-law. However, where there is only one
obvious heir, for example an only daughter, then adopting the son-in-law
does not increase the likelihood of support in old age (Vera-Sanso 1999).
3. Commenting on residential surveys, Panda (1998) rightly argues that, when
old people living with their spouse, unmarried children or other relatives are
deducted from those not classed as ‘living alone’, the number of people ‘living
with’ married sons falls considerably. He found that in rural Orissa, while 18
per cent of people over age sixty live alone, only 57 per cent ‘live with’ one or
more married sons, either in one large household or in adjacent households.
This leaves unanswered the question of how much, if any, filial support par-
ents living in adjacent households receive from married sons.
4. From the age of seventy onwards women in India have an advantage over
men in terms of life expectancy (Caldwell et al. 1988).
5. ‘Joint’ here refers to two or more families linked by a father–son relationship.
While ‘stem family’ is the more usual anthropological term, the use of ‘joint’
is more common in research on India and reflects the local distinction between
families which are ‘joined’ and ‘separate’.
6. Due to the view, widespread among all castes and classes, that young women
need protection from both predatory men and their own indiscriminative sex-
uality, young couples are keen to have parents at home who can chaperon the
bride in order to protect her as much from malicious gossip as from sexual
harassment (Vera-Sanso 1994).
7. People who have contributed to a provident fund receive a lump sum at retire-
ment. In Tamil Nadu sons and daughters, irrespective of their marital status,
are thought to have a right to a share of the money; a significant proportion is
divided equally between them as a form of pre-mortem inheritance.
8. In the case of villages with a tradition of supporting scheduled-caste beggars,
families may consider ‘too old’ only to have been reached when parents are no
longer able to move around the village begging.
9. Ill-health and old age are justifiable, relatively non-emasculating reasons to be
dependent on one’s wife (Vera-Sanso 2000). It may be reliance upon a wife’s
income and her domestic services that lies behind Rahman’s (1999) finding
that a spouse is more significant for men’s survival than it is for women’s.
10. Several authors claim that the rapid expansion of off-farm and urban employ-
ment has reshaped filial relations by providing independent incomes for the
young (Caldwell et al. 1988; Dharmalingam 1994). However, these opportu-
nities are not available to the vast majority of uneducated, low-caste people.
More significant for the understanding of the relationship between economic
conditions and co-residence is the collapse of the village-based jajmani system
in favour of a monetarised system. Under the jajmani system, workers were
paid in kind, and access to work and services depended on long-standing
relations between families (see also section on patronage in Schröder-Butter-
fill, Chapter 4, this volume). Monetarisation of agricultural labour enhanced
young, including low-caste, people’s access to work, goods and services out-
side their family’s networks, which, in turn, facilitated the move to separate
living.
11. The situation is quite different for Indian women: because they are seen as
properly dependent on fathers, husbands or sons, they rarely inherit property
from any relative (Agarwal 1998). Unlike in other parts of India, women in
West Bengal do inherit a share of their deceased husband’s property. See Dreze
(1990) for the impact inheritance has on a mother’s bargaining power in rela-
tion to her sons.
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12. Under the two-tumbler system, which operated largely in tea stalls, one tumbler
would be chained to the side of the stall for the exclusive use of all untouch-
ables, while caste Hindus would be given tea in a separate set of tumblers.
References