1
Forthcoming, in Carina Fourie, Fabian Schuppert and Ivo Wallimann-Helmer (eds.): Social Equality: Essays
on What It Means to be Equals. Oxford: Oxford University Press, forthcoming.
Relational Equality, Non-Domination, and Vulnerability
Marie Garrau & Cécile Laborde
In this chapter, we attempt to do three things. In the first section, we suggest that
republicanism is a paradigmatic relational theory of equality. Much in the spirit of Elizabeth
Anderson and Samuel Scheffler’s relational approaches, the republican ideal points not
merely or exclusively to a distributively just state, but aims at creating a society where
citizens enjoy equal standing. In the second section, we focus on Philip Pettit’s
republicanism and account for his commitment to relational equality. We argue that Pettit’s
concern with domination relies upon a distinctive anthropology of social interdependence and
mutual vulnerability. However, in the third section, we show that the republican conception
of vulnerability is too narrow to accommodate important threats to relational equality.
Drawing on the work of French sociologists such as Pierre Bourdieu, Serge Paugam and
Robert Castel, we argue that not all social vulnerabilities are reducible, or even connected, to
domination. If that is the case, the pursuit of the republican ideal of relational equality cannot
be reduced to the pursuit of non-domination, at least as Pettit understands it.
I. Republicanism: a Relational Theory of Equality.
There are two distinct approaches to egalitarianism in contemporary political philosophy:
2
distributive and relational. Distributive approaches remain dominant in normative analytical
liberal writings, and are endorsed by prominent philosophers such as Richard Arneson,
Ronald Dworkin, as well as many followers of John Rawls.1 Relational approaches –
sometimes also called theories of ‘social equality’ or ‘status equality’ - have been put forward
as alternatives to distributive approaches by writers such as Elizabeth Anderson, Samuel
Scheffler, Jonathan Wolff and Christian Schemmel.2 This section clarifies the core
commitments of relational equality and suggests that republicanism – particularly the
republicanism of non-domination associated with Philip Pettit3 – seems to be a promising
relational theory of equality.
Let us first clarify the basic contrast between distributive and relational theories of
equality. The axiomatic starting point of all distributive theories is that equality is a basic
moral value which requires that certain goods be fairly distributed by the state among
individuals. Theorists then proceed to discuss three distinct issues. The first concerns the
currency of equality: should individuals be equalized in respect to their resources, or their
1Richard Arneson, “Liberalism, Distributive Subjectivism, and Equal Opportunity for Welfare”, Philosophy and Public
Affairs 19, no. 2 (1990): 158-194; Richard Arneson, “Rawls, Responsibility, and Distributive Justice” in Maurice
Salles and John A. Weymark (eds) Justice, Political Liberalism, and Utilitarianism: Themes from Harsanyi, (Cambridge:
Cambridge University Press, 2008); Ronald Dworkin, “What Is Equality? II. Equality of Resources”, Philosophy and
Public Affairs, 10 (1981): 283-345; G. A. Cohen, “On the Currency of Egalitarian Justice”, Ethics 99, no. 4 (1989):
906–944.
2 Elizabeth Anderson, “What Is the Point of Equality?”, Ethics 109, no. 2 (January 1999): 287–337; Samuel Scheffler,
“What Is Egalitarianism?” Philosophy & Public Affairs 31, no. 1 (2003): 5–39; Jonathan Wolff, “Fairness, Respect, and
the Egalitarian Ethos”, Philosophy &Public Affairs 27, no. 2 (1998): 97–122; Christian Schemmel, “Distributive and
Relational Equality”, Politics, Philosophy & Economics 11, no. 2 (September 2011): 123–148; Iris Marion Young, Justice
and the Politics of Difference, (Princeton: Princeton University Press, 1990).
3 Pettit, Ph., Republicanism. A Theory of Freedom and Government, (Oxford, Oxford University Press, 1997); Pettit, Ph.,
On the People’s Terms. A Republican Theory and Model for Democracy (Cambridge University Press, 2012).
3
welfare, or some other metric? The second concerns the principle of distribution: does
equality require priority to the worst-off, or some alternative principle such as
sufficientarianism? The third issue is what counts as a disadvantage for purposes of
egalitarian compensation: physical handicap, medical needs, limited talents, unfavorable
social positions, unsuccessful gambles, expensive tastes, demanding religious commitments?
The latter issue has provided a fertile terrain of discussion for the dominant school of
distributivism, luck egalitarianism. According to luck egalitarians, justice demands that
society compensate disadvantages deriving from brute luck, but does not require that it
corrects disadvantages that are due to option luck. Market-based and other inequalities are
legitimate when they flow from personal choice; but they must be corrected by the
redistributive state when they do not.4
Theorists of relational equality have retorted that luck egalitarianism offers a
misguided, or at least truncated, view of equality. As Elizabeth Anderson has argued, the
principle of compensation adopted by proponents of luck egalitarianism can lead the state to
abandon victims of bad option luck to their fate and fail to protect them from exploitation5. It
can also lead the state to consider citizens who are victims of brute luck as objects of pity,
thereby violating the principle according to which every citizen should be treated with
respect6. For Anderson, these flaws come from a narrow interpretation of equality conceived
as equality of divisible and privately appropriated goods. But they can be remedied if we
redefine equality in relational terms, as an equality of standing or an equality of status.
Equality, for her, is not primarily about the goods that individuals are entitled to. It is, rather,
about how individuals relate to one another. This conception captures the vision motivating
4 The paradigmatic exposition of the luck egalitarian position is Arneson.
5 Anderson, E., “What is the Point of Equality?”: 295-301.
6 Anderson, E., “What is the Point of Equality?”: 302-307.
4
egalitarian social movements, who have defended the rights of workers, the disabled, women
or racial minorities to live in a society of equals, where difference, whether natural or social,
does not become a marker of social oppression or subordination. As Anderson famously put
it, egalitarianism’s “proper positive aim is not to ensure that everyone gets what they morally
deserve, but to create a community in which people stand in relations of equality to others”.7
Stated schematically, the vision of relational equality is simple and intuitively
attractive. Yet the precise contours of its ‘proper positive aim’ are not often clear. So it might
be useful to identify four key components central to relational approaches. As we shall see,
there is one theory of politics – republicanism – that wholeheartedly endorses these four
concerns, and therefore prima facie qualifies as a paradigmatically relational theory of
equality.
Relational approaches can be said to depart from luck egalitarianism and, more
generally from distributive approaches of equality8, in four main ways: they insist on the
importance of equal access to non-material goods; they underline the expressive nature of
political institutions; they argue that the achievement of equality requires a democratic ethos;
and, finally, they draw attention to the structure of social relationships.
1. Equal access to non-material goods
7 Anderson, E., “What is the Point of Equality?”: 288-289.
8 As noted earlier, luck egalitarianism is the dominant paradigm among contemporary distributive theories of justice,
but not all distributive theories endorse luck egalitarianism. Rawls’ theory of justice as fairness, which can be
considered a source both by proponents of luck egalitarianism and by theorists of relational equality (Scheffler,
2003), is a good example of this. However, while Rawls’ theory is irreducible to luck egalitarianism, it remains
focused on the question of the fair distribution of social goods. In this respect, and as we shall see, it falls under
some of the critiques addressed by theorists of relational equality to standard conceptions of equality.
5
First, relational approaches of equality postulate that equality does not merely require the
distribution of material goods such as income, resources and opportunities. Instead, people
are entitled to equal access to what Rawls calls ‘the social bases of self-respect’ – the social
infrastructure which gives people confidence in the value of their lives and pursuits. Rawls
went as far as saying that the social bases of self-respect are the ‘most important’ primary
good in his theory of justice.9 This insight directly tallies with the concerns of recognition
theorists such as Nancy Fraser and Axel Honneth.10
Yet it has remained radically under-
developed in Rawlsian political philosophy – not surprisingly perhaps, given that it is unclear
how non-material goods such as recognition or the bases of self-respect can be subjected to
the principles of fair distribution that are at the heart of Theory of Justice11
or can be
distributed at all, as Iris Young argued in her critique of the distributive paradigm12
.
2. Expressive nature of political institutions
Second, relational approaches shift the focus away from what people need to lead a good life
(resources, opportunities or primary goods) to what institutions need to do in order to treat
people with equal respect. In line with so-called ‘expressive’ theories of law and the state and
in contrast to distributive theories, it is concerned, not only with what people should get, but
9 Rawls, J, A Theory of Justice, (Oxford, Oxford University Press, 1999, revised edition): 386.
10 Fraser, N. “From Redistribution to Recognition? Dilemmas of Justice in a “Postsocialist Age””, New Left Review,
212 (1995); Fraser, N. and Honneth, A., Redistribution or Recognition ? A Political-Philosophical Exchange, (London, New
York, Verso, 2003); Honneth, A. The Struggle for Recognition. The Moral Grammar of Social Conflicts (trans. by J.
Anderson, Oxford, Polity Press, 1995).
11 Lazzeri, Ch., « Le problème de la reconnaissance dans le libéralisme déontologique de Rawls », Revue du Mauss, 23,
(2004): 165-179
12 Young, Iris M., Justice and the Politics of Difference, (Princeton, Princeton University Press, 1990).
6
how they should get it if they live in a society of equals.13
One common critique leveled at
luck egalitarians by advocates of relational equality is that it pursues outcome-based
distributive fairness at the expense of process-based expressive respect. Welfare recipients,
for example, may be forced into ‘shameful revelations’ of their personal circumstances, if
they are successfully to claim compensation for their undeserved misfortune from the state.
Yet to be treated as an equal is precisely to be able to make claims on one another by virtue
simply of one’s status as a citizen, without any need for a moralized account of the details of
one’s particular circumstances.14
Another example of a distributively equal, yet relationally
unequal institution is that of a state which materially protects the equal religious freedoms of
all citizens, yet symbolically associates itself with one religion. Symbolic religious
establishment, on that view, may not be a distributive wrong but it can be an expressive
wrong, insofar as it undermines the equal status of citizens.15
3. Egalitarian social ethos
The third component of relational approaches shifts the focus away from institutions back to
individuals. In a society of equals, it is not sufficient that institutions show appropriate
expressive respect for citizens. It is also necessary that citizens themselves display the right
kind of attitudes towards one another. Theorists of relational equality, therefore, reject the
view, associated with Rawls, that only institutions, but not individuals, should be motivated
by the demands of liberal justice. Arguing against the limited scope of Rawls’s ‘duty of
civility’, G.A. Cohen famously argued that the realization of Rawls’s difference principle
13 Schemmel “Distributive and Relational Equality” (2011).
14 Anderson, “What is the Point of Equality?” (1999), Scheffler, “What Is Egalitarianism?” (2003); Jonathan Wolff,
“Fairness, Respect, and the Egalitarian Ethos”, Philosophy and Public Affairs, 27(2): 1998, 97-122.
15 Laborde, C., “Political Liberalism and religion, On Separation and Establishment”, Journal of Political Philosophy,
Vol. 21, n° 1 (2013): 67-86.
7
requires that people share a more comprehensive ‘egalitarian ethos’ – that they are not merely
motivated by their self-interest but, rather, by a feeling of community, care and mutuality.16
4. Structure of social relations
The fourth and last component of relational approaches is the most far-reaching and breaks
with the long-standing liberal reluctance to transform and reshape civil society in line with
valued political and social ideals. Historically, liberalism has been a profoundly
‘transformative’ theory and practice of politics. By contrast, contemporary liberal philosophy
combines a strong ideal-theory-based redistributive focus with a relative indifference to the
shape and structure of actual social relations. This is compounded by a commitment, central
to Rawls’s ‘political’ liberalism, not to enforce comprehensive liberal notions of individual
autonomy or equality onto a society characterized by an irreducible ‘fact of pluralism’.17
As
theorists of relational equality as well as other critics have pointed out, however, it is difficult
to see how individuals can display justice-conducive attitudes if they live in a society that is
marked by large and unchecked socio-economic inequalities, the pervasiveness of a
competitive and profit-driven ethics, the persistence of structural forms of oppression, and
dominating social relations within familial, religious and other private associations. Theorists
of relational equality argue that citizens will only cultivate an egalitarian ethos if they live in
a civil society – market, associations, families – itself structured around egalitarian
institutions and norms.
Not all theorists of relational equality have endorsed those four claims. The first two
claims are the most popular in the existing literature on relational equality (Scheffler,
Anderson, Wolff, Schemmel)– not surprisingly perhaps, as they do not radically break with
16 Cohen, G. A., Incentives, Inequality, and Community. The Tanner Lectures on Human Values. G. Peterson (ed.). Vol. 13,
(Salt Lake City: University of Utah Press, 1992).
17 Rawls, J., Political Liberalism, expanded edition, (Oxford, Oxford University Press, 2005): xvi-xxix.
8
the Ralwsian commitment to combine a just, redistributive welfare state with a civil society
where individuals and associations are free to pursue their good in their own way. Liberals
are understandably suspicious of what they take to be illiberal comprehensive political
theories – communitarian and socialist, notably. However, there is an alternative political
tradition, which takes on board[CL1] basic liberal commitments to individualism and pluralism,
yet also places the four components of relational equality at its heart. Republicanism has a
long pedigree of association with progressive, reformist and social-democratic political
movements in France and other countries. Philosophically, it has recently received
paradigmatic articulation in Pettit’s seminal republicanism of non-domination.18
Citizens
enjoy non-domination when they are not dependent on a social relationship in which other
agents wield arbitrary power over them. This idea has received extensive elaboration
elsewhere.19
Here we show that republican non-domination is, prima facie, a promising
theory of relational equality.
Consider first how republican non-domination swiftly accommodates the four
components of relational equality highlighted above. Let us take them in reverse order. First,
republicans worry about both vertical and horizontal domination: domination in the ‘private’
sphere –imperium – is as acute a source of political concern as domination by the state –
dominium. As republicans have long argued, individuals who live at the mercy of others –
slaves, women – cannot be citizens. This means that citizenship is not purely a formal notion
applying to the state and its laws. It is, more comprehensively, a social notion with wide-
18 Pettit, Ph., Republicanism, (1997); Pettit, Ph., On the People’s Terms. A Republican Theory and Model for Democracy,
(Cambridge, Cambridge University Press, 2012).
19 Maynor, J., Republicanism in the Modern World, (Cambridge, Polity Press, 2003); Laborde C, Maynor J. (eds.),
Republicanism and Political Theory, (Oxford, Blackwell, 2008); Lovett, F. A General Theory of Domination and Justice,
(Oxford, Oxford University Press, 2010).
9
ranging implications upon the shape and form of civil society. Second, a dominant theme in
republican writings has been that of virtue. Virtue points to those attitudes and disposition
that citizens need to display towards the state and toward one another. While historically
those virtues were narrowly martial, masculinist and hierarchical, in egalitarian societies they
become virtues associated with the ethos of democracy – equal respect, solidarity, and care.
Republicans have been open about the need for republics to build a ‘citizen society’.20
Third,
republicans expect citizens to identify with their institutions, so as not to let politics become
the preserve of a narrow elite. Institutions matter morally not only for what they do, but also
for how they do it. Republicanism, therefore, is a spontaneously expressive theory of law and
institutions.21
Fourth, republicans have long defined the currency of equality in non-
exclusively material terms, as equality of status – thus incorporating many of the concerns of
recognition theorists. This does not mean that republicans have been indifferent to the
redistribution of material goods – the growth of the welfare state in France, for example, was
grounded in solidariste ideals derived from republican ideals of equality, mutuality and
reciprocity.22
But – as is the case with most relational theories – republicans justify material
redistribution by appeal to a broader moral vision, that of the society of equals,23
and[CL2]
material redistribution is necessary but never sufficient to achieve a society of equals. This
20 White, S., Leighton, D., (eds), Building a Citizen Society. The Emerging Politics of Republican Democracy, (London,
Lawrence and Wishard, 2008); Dagger, R. Civic Virtues: Rights, Citizenship and Republican Liberalism, (Oxford, Oxford
University Press, 1997); Maynor, J., Republicanism in the Modern World, Cambridge, Polity, 2003). Costa, V. “Neo-
republicanism, freedom as non-domination, and citizen virtue”, (Politics, Philosophy, Economics, 8, 2009): 401-419.
21 Pettit, Ph., On the People’s Terms (2012): 77-92; Laborde, C., “Political liberalism and religion”, (2013).
22 Spitz, J-F, Le Moment républicain en France, (Paris, Gallimard, 2005); Hayward Hazareesingh, S., Intellectual Founders of
the Republic. Five Studies in Nineteenth-Century French Republican Political Thought, (Oxford, Oxford University Press,
2001).
23 Dagger, D., “Neo-Republicanism and the Civic Economy”, Philosophy, Politics, and Economics, 5, n° 2, (2006): 151-
173; Rosanvallon, P., La société des égaux, (Paris, Seuil, 2011).
10
leads us to the second, more general sense in which republicanism is a promising relational
theory of equality. The republican concern for the quality of social relationships comes from
a rejection of the peculiar form of atomism which is characteristic of luck egalitarianism.
Republicanism, by contrast, is grounded in a holistic individualism, which takes social
interdependence and mutual vulnerability as basic anthropological and political starting
points. As we shall see in the next section, this political anthropology grounds the republican
commitment to relational equality and accounts for its specific interpretation in terms of
freedom as non-domination.
II. Republican Non-Domination:
Mutual Interdependence and Vulnerability
The concept of vulnerability plays a central role in several moral and political theories which
have criticized the tendency of contemporary theories of justice to focus on distribution at the
expense of a reflection on the kind of relationships that should be furthered between citizens
in a democratic society.24
However, it is in Pettit’s republicanism that we find the chief
elements of a fully developed political theory of vulnerability. While arguing that human
beings are fundamentally vulnerable in so far as they depend on one another, Pettit also pays
special attention to the social and political processes that can increase vulnerability and
24 See especially, Tronto, J., Moral Boundaries. A Political Argument for a Ethics of Care, (New York, Routledge, 1993);
Tronto, J., Caring Democracy. Markets, Equality and Justice, New York University Press, 2013; Honneth, A., The Struggle
for Recognition (1995); Honneth, A. and Anderson, J., “Autonomy, Vulnerability, Recognition and Justice”, in
Anderson, J. and Christman, J. (ed.), Autonomy and the Challenges to Liberalism: New Essays, (Cambridge, Cambridge
University Press, 2005).
11
deprive agents of their autonomy and equal status. He is, as a result, able to embed
vulnerability into a broader normative theory of non-domination – the republican version of
relational equality.
1. A general definition of vulnerability
Let us start with a general definition of vulnerability. Vulnerability results from a situation in
which an agent is both dependent on and exposed to another agent. To be vulnerable is to be
exposed to the power of someone we depend on – physically, affectively, socially or
economically. In this respect, vulnerability supposes the existence of a relationship of
dependency between agents who have the power to act on one another, and potentially, to
harm one another.25
For instance, children are vulnerable to their parents in so far as they
depend on their parents for the physical and affective care they receive; yet they can also be
harmed by their parents. In the same way, citizens are vulnerable to the state: in so far as they
depend on the state for the rights they enjoy, they can be harmed when the state deprives
them of their rights or violates these rights.
However, vulnerability does not necessarily suppose the existence of a structural
asymmetry, or of an imbalance of power, between interdependent agents. For instance, co-
workers or lovers are vulnerable to one another in so far as each member of the relation has
the power to affect the other, merely because of the relationships they both depend on.
Vulnerability then only supposes the existence of a dependency relationship between agents
who can act on one another and, potentially, harm one another. If vulnerability increases
when the relationship becomes asymmetrical, or when one agent has more power than the
25 On this definition, see Goodin, R., Protecting the Vulnerable. A Reanalysis of our Social Responsibilities, (Chicago, The
University of Chicago Press, 1985): 111-112.
12
other, it does not disappear when the relationship is symmetrical, or the power equal. Rather,
in these cases, we can say that vulnerability is mutual or equally distributed between agents.
2. Pettit’s twofold perspective on vulnerability
The notion of vulnerability plays a pivotal role in Pettit’s theory. Yet while the concept often
appears in his texts, it is rarely the object of a proper definition; and its meanings vary. It may
be helpful to distinguish two different uses of the concept, which refer to two different levels
of vulnerability, which we propose to call ‘fundamental’ and ‘problematic’, respectively.
First, Pettit suggests that human beings, insofar[CL3] as they are relational or social
beings, are fundamentally vulnerable to each other. Here, vulnerability works as an
anthropological category, a common and irreducible fact of human life, which proceeds from
our mutual interdependence. It is because human beings are forced to live together and
cannot develop their human abilities outside social life that they are exposed to one another.
In Republicanism, Pettit does not refer often to this form of vulnerability. He mostly uses the
term vulnerability in relation to “vulnerability classes”26
, which are groups of people that
share a feature which makes them vulnerable to domination. But when he underlines the
importance of personal trust in the republican society27
he makes clear that the achievement
of freedom as non-domination does not mean that citizens will be invulnerable to each
other’s actions. Because they will remain mutually dependent upon one another, they will
remain exposed to each other’s actions.28
[CL4] Vulnerability being a structural aspect of
human existence, it cannot be totally eliminated and will remain as a feature of interpersonal
relationships[CL5]. In this respect, a state of non-domination is not designed to eliminate all
forms of vulnerability, but only those forms of vulnerability that threaten citizens’ capacity to
26 Pettit, Ph., Republicanism, (1997): 122.
27 Pettit, Ph., Republicanism, (1997): 265.
28 Pettit, Ph., Republicanism, (1997): 265.
13
participate equally in social and political cooperation, that is those that derive from exposure
to domination, whether social or political.
It is in A Theory of Freedom, however, that we can find elements to support the idea
that Pettit conceives of human[CL6] subjects as fundamentally vulnerable. There, Pettit
develops a conception of social freedom that is more comprehensive than his political
conception of freedom as non-domination, but that serves as a ground for the latter. Even
though he does not use the term vulnerability in this text, Pettit repeatedly alludes to the two
notions included in the concept: dependency and exposure. Dependency appears in Pettit’s
definition of autonomy understood as discursive control. Indeed, autonomy as discursive
control supposes that the agent depends on others’ attitude to develop her autonomy, and
more precisely on the presence of discourse-friendly relationships.29
If she is not considered
as an equal interlocutor, she will not be able to take part in conversations and to achieve
discursive control over her actions. It follows that the agent is, in turn, exposed to others’
power, in so far as others can prevent her from developing or exercising her autonomy. This
happens when she is despised, ignored or constrained for instance. So Pettit[CL7] underlines
the fact that human beings can achieve autonomy only in so far as they are part of certain
types of relationship – namely discourse-friendly relationships –, he also insists on the fact
that relationships can deeply alter autonomy. His conception of freedom is based on the idea
that because human beings are interdependent, they are fundamentally vulnerable to one
another.
In acknowledging the fundamental vulnerability of human beings and in supporting a
relational conception of autonomy, Pettit joins other theorists who have criticized the atomist
29 Pettit, Ph., A Theory of Freedom. From the Psychology to the Politics of Agency, (Oxford, Oxford University Press, 2001):
69-72.
14
anthropology of some strands of liberalism. Authors as different as Joan Tronto30
, Martha
Nussbaum31
or Axel Honneth32
for instance, all underline the fundamental vulnerability of
human beings. They redefine autonomy in a relational way33
and offer alternative political
ideals grounded on the acknowledgement of vulnerability. However, these authors tend to
reduce vulnerability to an anthropological category, that is, a common and irreducible fact of
our lives. As a result, they do not convincingly account for the fact that some people are more
vulnerable than others, because of the social situations they happen to be in; moreover, they
do not design political answers to these forms of unequal vulnerabilities. In both respects,
Pettit’s approach is more promising. Indeed, Pettit does not reduce vulnerability to an
anthropological category. He pays attention to the social conditions which reduce or increase
vulnerability and acknowledges that not all people are equally vulnerable. In his perspective,
that we are fundamentally vulnerable does not only mean that we need the support and
30 Tronto, J., Moral Boundaries (1993).
31 Nussbaum, M., Women and Human Development. The Capabilities Approach, Cambridge (Mass.), Cambridge University
Press, 2000; Frontiers of Justice. Disability, Nationality and Species Membership, Cambridge, Harvard University Press, 2006.
32 Honneth, A., The Struggle for Recognition (1995); “Decentered Autonomy. The Subject After the Fall”, trans. J.
Farrell, in Honneth, A., The Fragmented World of the Social: Essays in Social and Political Philosophy (SUNY Press, 1995):
261-271.
33 As Pettit’s approach made clear, relational conceptions of autonomy define autonomy neither as an individual
property which grows naturally with the development of the agent cognitive skills, nor as an ability that is best used
alone, through the solitary definition of one’s own ends for instance. Rather, autonomy is conceived as a relational
ability that can only develop with the support of others and that is best used within interaction. On relational
conceptions of autonomy, see also Nedelsky, J., “Reconceiving Autonomy: Sources, Thoughts and Possibilities”,
Yale Journal of Law and Feminism, n°1, (1989): 7–36 ; Friedman, M., “Autonomy and Social Relationships”, in Diana
T. Meyers (eds.), Feminists Rethink the Self, (Boulder, CO: Westview Press, 1997): 40–61 ; Mackenzie, C. and Stoljar,
N. (eds.), Relational Autonomy. Feminist Perspectives on Autonomy, Agency and the Social Self, (Oxford, New York, Oxford
University Press, 2000); Anderson, J. and Christman, J. (eds.), Autonomy and the Challenges to Liberalism: New Essays,
(Cambridge, Cambridge University Press, 2005).
15
cooperation of other in order to develop our abilities, whether in the form of care or
recognition. It also means that we are exposed to a specific risk: that of domination. That is
why a politics aiming at creating a society of equals should prevent the transformation of
relations of mutual interdependence into relations of domination.
Pettit draws a strong and complex connection between vulnerability and domination.
It is this: vulnerability understood as a fundamental aspect of human life opens up the
possibility of domination; yet domination both increases and changes the nature of
vulnerability. Domination, conceived as a social relationship where one agent has the
capacity to interfere arbitrarily in another’s course of action, can be seen as a primary cause
of the intensification of vulnerability. The problematic vulnerability produced by domination
is no longer compatible with autonomy; on the contrary, it indicates that autonomy can no
longer be exercised or maintained[CL8].
This is made clear in Pettit’s portrayal of the dominated agent. The dominated agent
is vulnerable to the actions of the dominant agent, in the sense that she is exposed to the
dominant agent’s arbitrary power. But, in addition, she can be said to be especially vulnerable
when this exposure alters her sense of self-respect and agency in the long term. As Pettit
suggests, domination does not only produce attitudes of strategic deference and anticipation
aimed at avoiding retaliation and punishment. In addition to these immediate responses, it can
also produce a vulnerability which manifests itself in feelings of powerlessness and anxiety,
and eventually in a lack of self-respect on the part of the dominated agent.34
Here then,
vulnerability does not only refer to a mere and common situation of dependence and
exposure; it more specifically describes the subjective and long-term effects of a relationship
that deprives the agent of her autonomy by refusing her the kind of recognition that is due to
equals.
34 Pettit, Ph., Republicanism, (1997): 88.
16
So while problematic vulnerability is anchored in fundamental vulnerability, it cannot
be conflated with it.
4. From vulnerability to non-domination.
From a normative point of view, the distinction between these two levels of vulnerability and
the identification of domination as a central factor of vulnerability intensification are crucial
and explain the specific attractiveness of the republican ideal of non-domination. That human
beings are fundamentally vulnerable means that they can only develop their autonomy in
relation to each other, which implies that social relationships should be of major importance
for political theory. This importance given to social relationships, and not only to the
distribution of material goods, in the creation of a just society is underlined in all the theories
that start from the premise of vulnerability, whether care ethics or recognition theories. In so
far [CL9]as the idea of fundamental vulnerability is linked to a relational conception of
autonomy, this is not surprising. However, the force of republicanism is to add that
fundamental vulnerability can be increased and people’s autonomy inhibited by specific
forms of social relationships, domination relationships. This explains that republicanism
focuses on the pursuit of domination in order to achieve relational equality Non-domination
promises the end of domination and problematic vulnerability, while acknowledging the
inescapable facts of interdependence and fundamental vulnerability. This is so because, as
Pettit repeatedly insists, one can only be free (non-dominated) in the company of others:
republican freedom is an eminently[CL10] social freedom. Freedom here appears as an
intrinsically social and relational good, one which is not achieved through the absence of
(certain types of) institutions and relationships but rather through the presence (and active
fostering) of the right kind of institutions and relationships. The ideal of non-domination
promotes the creation of a social environment where everyone is equally protected against
domination and has the opportunity to develop and exercise their autonomy. In turn, such an
17
ideal explains why republicanism is so prompt to embrace the four key components that are
central to relational theories of equality.
5. Responding to vulnerability, promoting equality: the republican recommendations
We saw that Pettit’s republicanism of non-domination is rooted in a twofold conception of
vulnerability. In addition, this conception generates specific political and institutional
recommendations to protect citizens from vulnerability intensification and to promote the
creation of a society of equals.35
To achieve status equality conceived as equal protection against domination, Pettit
makes several recommendations. Taken together, they can be understood as the concrete way
in which republicanism plans to address the four key components that are at the heart of
relational theories of equality. First, Pettit advocates an original model of democracy, namely
“contestatory democracy”, whose goal is to give citizens collective control over the terms of
common life, thereby avoiding domination of one group over another.36
Second, Pettit insists
on the importance of civic virtues, conceived as attitudes and dispositions necessary to
prevent domination, whether political or social. Vigilance toward the state and respect toward
other citizens are required for non-domination to be sustained. For republicans, these civic
virtues can be promoted by acting on the collective norms that frame individual conduct37
and through a specific republican education.38
Third, Pettit seeks to address the problems of
35 Lovett, F. Pettit, P. “Neorepublicanism: A Normative and Institutional Research Program”, Annual Review of
Political Science, 12, (2009):11-29.
36 Pettit, Ph., Republicanism, (1997). Pettit has furthered developed his theory of democracy in On the People’s Terms.
37 Pettit, Ph. and Brennan, G., The Economy of Esteem. An Essay on Civil and Political Society, (Oxford, Oxford University
Press, 2004).
38 Maynor, J., Republicanism in the Modern World, (2003); Laborde, C., Critical Republicanism. The Hijab Controversy and
Political Philosophy (2008).
18
domination in the economic sphere and its consequences in the social sphere. Without
supporting a strict equality of resources39
, he argues for a politics of redistribution aiming at
preventing the imbalances of resources that fuel social relationships of domination.
Moreover, he suggests that the republican ideal could lead to a reorganization of production
and re-distribution of power in the workplace, notably through greater collective rights and
contestation opportunities for workers.40
The republican ideal is dynamic and its precise institutional recommendations must
remain open-ended. 41
However, it is clear that a society of non-domination is a society
where citizens are equally recognized as fundamentally vulnerable and equally protected
against social processes of vulnerability intensification. Pettit’s republicanism, therefore,
appears as a plausible and attractive theory of relational equality.
III. The limits of republicanism:
Vulnerability beyond domination.
In this section, we reflect on some limitations inherent to a domination-centered political
theory of vulnerability. The question we want to ask is this: Are all forms of problematic
vulnerability connected to domination? Clearly not: there are social processes which inhibit
citizens’ autonomy and put status equality into question, yet are not adequately captured by
the republican framework of domination. We first show that Pettit’s conception of
domination cannot fully account for long-term structural vulnerability. We then suggest that
39 Pettit, Ph., Republicanism, (1997); Pettit, Ph., On the People’s Terms (2012): 77-92.
40 Pettit, Ph., Republicanism, (1997):141-142.
41 Pettit, Ph., Republicanism, (1997): 146.
19
problematic vulnerability does not always result from domination. It follows that the ideal of
non-domination might not be sufficient to protect citizens’ autonomy and achieve relational
equality.
1. Domination and long-term structural vulnerability.
According to Pettit, agents are dominated when they are dependent on a social relationship in
which other agents wield arbitrary power over them. Pettit explains that power is arbitrary
when the agent who exerts it does not take into account the relevant interests of the agent he
acts upon42
; and he argues that the best way to prevent it is to secure means of contestation
for the less powerful agents.43
This definition shows that a central characteristic of the
republican conception of domination is that it is agent-centered. It implies that there is an
identifiable agent, whether individual or collective, that can exert arbitrary power upon
another agent; and it assumes that domination will mainly affect the choice set available to
the dominated agent, either by attaching a high cost to one option or by making another
disappear. From this point of view, the republican conception differs from other accounts of
domination, such as Karl Marx, Pierre Bourdieu or Iris Marion Young’s, who all define
domination as a structural relationship, rather than as an interpersonal one. From their
perspective, domination does not need to be intentional or refer to the will of an identifiable
agent. It can be defined as a relationship based on a structural imbalance of power, which
affects, not necessarily the choice set available to the dominated agent, but their conception
of themselves and their ability to think of themselves as agents capable of choice.
Undoubtedly, the republican agential conception of domination has strong advantages.
As Frank Lovett noticed44
, it can account for most of the typical relationships of domination,
42 Pettit, Ph., Republicanism, (1997): 55.
43 Pettit, Ph., Republicanism, (1997):61sq.
44 Lovett, F., A General Theory of Domination and Justice, (2010).
20
from slavery to serfdom, through to traditional marriage or capitalist relationships between
employers and employees. Yet, by contrast to structural conceptions of domination, it does
not adequately account for the long-term effects of domination; nor – as a result – is it well-
equipped to address them. Feminist theory has shown that domination produces long-term
subjective effects on women, not only in the sense that it deeply affects the way women
perceive themselves and assess their agency in the long run45
, but also in the sense that once
the effective relationships of domination have been removed, problematic vulnerability
remains. Those who were once subjected to domination or who grew up in a social
environment that still bears the mark of past relationships of domination, may no longer be
dominated in Pettit’s sense, but they still suffer the effects of domination.
To illustrate this claim, we draw on Bourdieu’s writings on male domination. As
Bourdieu noticed in the last chapter of Masculine Domination46
, the formal structures of male
domination have been removed in France. Women have fought for, and won, equal rights in
the family and the public sphere; they have entered the labor market and secured financial
independence; and they have achieved high levels of academic success. Their formal status is
equal to men’s. Yet, women’s vulnerability has not disappeared, even if it now takes a form
which Pettit’s conception of domination cannot easily account for. For instance, despite the
law voted in 1999 to promote an equal proportion of women and men in the French National
Assembly, women remain under-represented in the Assembly, as well as in other places of
political power; despite the laws demanding wage equality between men and women since
the mid-eighties, women’s wages remain inferior to men’s wages; despite the legal
recognition of conjugal rape as a crime, women remain subjected to this kind of violence in a
far too large numbers. Women continue to do most of the care and domestic work at home,
45 Something that Pettit notices.
46 Bourdieu, P., Masculine Domination, (trans. by R. Nice, Stanford University Press, 2002).
21
which can lead them to lower their professional expectations; they are vulnerable to
harassment on the streets, which leads them to restrict their use of the public space.
Moreover, sociological analyses suggest that women have often internalized their subordinate
status, in such a way that they do not always take advantage of the social and legal
opportunities that have been designed for them. So even if they are not actually subjected to
domination in Pettit’s sense, they remain especially vulnerable in the sense that they, as a
historically constituted vulnerability class, are deprived of the social conditions fully to
exercise their autonomy.
This example draws attention to the power of the social norms and representations
that underpin domination and highlights their central role in the maintenance of unequal
social relationships, even in the absence of actual relationships of domination.47
Internalized
by social agents and inscribed in the functioning of social institutions, these norms and
representations categorize social agents, attribute differential meanings and values to their
social positions and identities, and equip them with unequal social power. For example, the
idea that women are naturally capable of caring for others helped justify the legal obligation
that women had to ask for their husband’s permission to work outside the home. This has
now been abrogated, yet the idea that domestic and care work is a natural task for women has
persisted (after all, someone has to take care of the kids). Deeply ingrained social perceptions
prevent women from committing to a professional career on an equal footing with men, even
though no one – neither their husband, nor other men – dominates[CL11] them at that particular
moment.
We may wonder whether Pettit’s agential concept of domination is the most
appropriate to account for these phenomena of adaptive preferences in response to social
contexts structured by norms and representations which assign different and unequally valued
47 Laborde, C., Critical Republicanism. The Hijab Controversy and Political Philosophy, (2008).
22
social roles and identities to social agents. Maybe the concept of oppression better describes
the obstacles to autonomy and status equality that are at stake here. At any rate, Pettit’s
conception of domination does not seem well-equipped to respond to these phenomena
because it focuses on interpersonal relationships of domination and does not take sufficiently
into account the weight of norms and representations in the constitution of agents’ identities
and social power. A more structural conception of domination would incorporate an analysis
of the role of social norms in the long-term persistence of vulnerability.48
This would affect
the scope of the political ideal of non-domination. In addition to combating interpersonal
relationships of domination, republicans would aim to act upon those social representations
and norms that give differential meaning and value to social agents’ identities and positions.
Whether such a comprehensive reworking of domination – in line with the more radical
theories of recognition theorists such as Iris Marion Young – is compatible with the liberal
inspiration of Pettit’s republicanism remains open to question.
There is, however, an even more daunting challenge for republicans. Women’s
vulnerability, we have seen, is at least historically connected to pervasive structures of gender
domination. Yet, there are other forms of problematic vulnerability which are produced by
social processes entirely unconnected to domination, at least as Pettit defines it. We turn to
such cases in the next and last section.
2. Vulnerability as the result of social disqualification and disaffiliation.
The concept of vulnerability, understood as an inhibition of autonomy through social
processes which deny the relational and social conditions of agents’ autonomy, is central to
the sociological analyses of two different social processes that can be considered as typical of
48 For a similar objection to the narrowness of Pettit’s conception of domination and its difficulty to account for
unintentional social processes that threaten people’s agency, see Krause, S. R., “Beyond Non-Domination: Agency,
Inequality and the Meaning of Freedom”, Philosophy and Social Criticism, 39 (2), 2013: 187-2007.
23
late modernity. The first one is social disqualification and has been studied by Serge Paugam;
the second one is disaffiliation and has been extensively analyzed by Robert Castel.
Paugam introduced the concept of social disqualification while working on poverty in
France.49
Drawing on Georges Simmel’s work, Paugam defines the poor as a group of
citizens who depend mainly on welfare assistance for their subsistence. He then introduces
the concept of social disqualification to account both for the objective aspects of their social
situation (what it results from) and its subjective aspects (how it is experienced). Social
disqualification is defined as a social process whereby an agent is excluded from employment
and forced to depend on welfare for her subsistence; this is the objective aspect of poverty.
This process goes hand in hand with a second one, which accounts for the subjective aspects
of poverty: stigmatization. Through stigmatization, the agent’s identity is defined negatively
in reference to her subaltern social position, and paradoxically presented as its cause. In this
regard, social disqualification implies a social judgment based on a norm – here the norm that
defines social success and social respectability by reference to paid work and economic
independence – that the agent is perceived as violating. Stigmatization produces a negative
identity that welfare recipients conform to in their dealings with welfare officials; but this
negative identity threatens their sense of their own value and can lead them to isolate
themselves from others. Only those who can expect to find a job quickly and who can count
on other sources of social recognition – family, friends, involvement in professional training
or local associations – can resist the stigma of dependency to welfare. But even in these
cases, being socially identified as ‘a loser’, as ‘a lazy person’ or as a ‘parasite’ because of a
social situation one did not choose causes suffering and self-doubt, and eventually alters the
49 Paugam, S., La disqualification sociale. Essai sur la nouvelle pauvreté, (second edition, Paris, PUF, 2000).
24
affective ground of personal autonomy.50
Can a republicanism of non-domination respond to the vulnerability produced by
social disqualification and secure the affective basis of welfare recipients’ autonomy? To be
sure, as we saw, republicanism has resources to address the ‘expressive deficit’ of impersonal
bureaucracies such as the welfare state, when they humiliate recipients and fail to treat them
as equal citizens. Yet such critique of bureaucratic domination does not seem to get to the
heart of the disqualification complaint. The negative stigma which equates welfare
dependency with social failure would remain, fuelled as it is by well-entrenched public and
political discourses. Welfare recipients, in sum, experience a distinct harm of stigmatization –
which cannot be reduced to any actual domination they might also suffer.
Sociologist Robert Castel, for his part, has brought to light another process, which he
calls ‘disaffiliation’.51
Like disqualification, disaffiliation is brought about by unemployment.
But it refers to a different process: the weakening and loss of the social ties that protect
individuals and secure what Castel calls ‘the supports of individuality’. These supports are
50 Paugam’s definition of social disqualification bears some similarities with Iris Young’s definition of oppression. In
Justice and the Politics of Difference (1990: 38), Young defines oppression as a set of systematic institutional processes
that prevent people from learning and using their skills in socially recognised settings, or that inhibit their ability to
play and communicate with others or to express their feelings and perspectives on social life in contexts where
others can listen. In so far as it precludes self-realization and prevent people from forming a positive conception of
themselves, oppression in Young’s sense and social disqualification produce similar effects. The advantage of
Paugam’s perspective however is that it provides a precise description of the social mechanisms through which such
effects are produced, when Young’s category of oppression includes several different social processes – namely
exploitation, marginalization, powerlessness, cultural imperialism and violence. If these processes increase people’s
vulnerability by affecting the way in which they relate to themselves, we think it is best to distinguish them if we are
to define ways to overcome them.
51 Castel, R., Les métamorphoses de la question sociale. Une chronique du salariat, (Paris, Folio Essais, 1999). See also the
articles collected in Castel, R., La montée des incertitudes. Travail, protections, statut de l’individu, (Paris, Seuil, 2009).
25
the resources that individuals get from their integration in social groups and which enable
them to become autonomous agents. Castel argues that, in modern societies, social protection
rests on two kinds of social relationships: the agent’s integration in a local network of close
relationships and her integration in a professional collective. He then distinguishes four
typical zones of integration/protection: integration (stable job and strong local network),
welfare (dependency to welfare; solid local network), vulnerability (insecure job and
precarious local network), disaffiliation (unemployment and social isolation). Depending on
the economic and political contexts of the time, the zones shrink or expand, thus determining
the degree of cohesion of a society. Recently, the zone of social vulnerability has expanded.
While individualization has progressively weakened familial and local networks,
contemporary societies face the rise of mass unemployment as well as job insecurity. The
conjunction of these evolutions jeopardizes agents’ integration into stable networks and
partly deprives them of the social supports that are necessary to face the uncertainties of
existence. More and more people are drifting away, living from day to day and trying to
avoid plunging into poverty and isolation when an unexpected event happens.
Disaffiliation, understood as the weakening of the social ties that secure agents’
integration and give them the necessary resources to behave autonomously, is irreducible and
even unconnected to domination in Pettit’s sense. Republicans such as Pettit have advocated
robust policies of social welfare and distribution, but they have done so on the ground that
lack of basic resources makes individuals vulnerable to domination. Yet a disaffiliated
individual is not primarily or essentially vulnerable to the domination of others (although of
course she may be). She is, instead, vulnerable to social marginalization. There is a distinct
and autonomous pathology of social relationships of interdependence, grounded on the denial
of interdependence and the weakening of social ties, rather than the exercise of arbitrary
power.
26
*
In his advocacy of the republican ideal, Pettit suggests that the domination complaint is
central to the claims of many contemporary social movements. He argues that republicanism
provides an accurate language to describe the social experiences these social movements
articulate and criticize. For Pettit, the relevance of political theory partly depends on its
capacity to grasp social agents’ experience and to provide standards to make sense of it,
criticize it and transform it, if necessary – an idea that is also at the heart of critical theory. In
Pettit’s case, however, the argument is double-edged. He is right to say that the domination
complaint is echoed in a wide range of social movements which struggles for more equality.
But he is perhaps too quick in suggesting that it can subsume all pathological forms of social
interdependence. Or so at least we have claimed in this chapter. Because it is rooted in an
anthropology of mutual interdependence, republicanism can account for the fact that people
are fundamentally vulnerable and justify that political theory gives central importance to
people’s relationships to one another. By showing that fundamental vulnerability is unequally
increased and autonomy unequally jeopardized by social and political relationships of
domination, it provides a ground for the promotion of freedom as non-domination as well as
detailed political and institutional recommendations to do so. However, the republican
concept of domination may not be strong enough to do all the work which Pettit would like it
to do – particularly if it remains narrowly agential and thereby ill-equipped to capture more
structural forms of domination, oppression and social marginalization. In so far as not all
problematic vulnerabilities are the product of domination in Pettit’s sense, a republicanism of
non-domination may not be sufficient to create a society of equals.