Proposals developed from a conference held by
The Birchgrove Group
and discussions with regional co-ordinators of haemophilia
and HIV mutual-support groups
September 1993.
© The Birchgrove Group
A POSITION STATEMENT
(with heartfelt acknowledgement to our Australian friends)
From April Fool's Day. A Modern Tragedy. Bryce Courtenay.
William Heinemann Ltd. Melbourne, Australia. 1993.
‘If I have seemed angry at times in this book, it is not
over the fact that Damon died of AIDS, but that his death was
due to callousness and complacency, which didn't simply come
from the ignorance of the medical bureaucracy. They, I feel
sure, mirrored the ambivalent attitude society immediately
adopted towards this disease when it was stereotyped as a
homosexual affliction.
Damon also asked me to write this book in an attempt to
dispel the inclination he found in so many straight people to
classify and vilify people with AIDS. The snigger behind the
hand. The dismissive grunt. He wanted me to warn against the
brutally thoughtless assumptions which are destroying the
credibility of AIDS as a tragic disease for all humankind.
I recall the words he used at a talk he was asked to give
to a medical conference as a haemophiliac with AIDS. I thought
at the time they were pretty sophisticated words for such a
young man, I now realise how elegantly simple they in fact
were.
Damon said:
"If we don't change our thinking about AIDS it will
almost certainly spread rapidly among the heterosexual
society.
If we don't start to love the people with AIDS, it will
eventually destroy our ability to love each other.
If we don't love each other, we will not heal the
differences or ever cure AIDS."
....Or that's how Damon saw it, anyway. Damon wanted a book
that talked a lot about love.’
Damon Courtenay – Australian Haemophiliac with HIV 1967
– 1991
C O N T E N T S
FOREWORD
DISCUSSION
Introduction
- The current situation
- Background to this document
- Is there a need for social and psychological support?
- Does this need exist amongst people with haemophilia and
HIV?
- What do mutual support groups have to offer?
- The way ahead
RECOMMENDATIONS
Developing a needs-led service 25
- Extending local mutual-support activities 26
- Planning and implementing a nationally-coordinated
outreach project 28
References
APPENDICES
I. Project proposal
II. Job Description for National Co-ordinator
III. Person specification for National Co-ordinator
25 September 1993
FOREWORD
This report has arisen from seven years' experience of
initiating, organising, running, and participating in a
mutual-support group for people with haemophilia and HIV –
The Birchgrove Group. During this time the group extended its
help to the partners and families of those with haemophilia
and HIV. Recently the group is working with those who have
lost sons, husbands, and partners.
Birchgrove is a group that is rich in experience – of
living, of loving, and of losing. The group's feisty
determination to survive has carried its members through
extraordinary times – both good and bad. Yet, as Gareth
Lewis points out in the 1993 Conference Report1,
‘After a while, we began to wonder what we could do as a
local group, to reach the hundreds of people who are still
having to deal with all their problems alone – with nobody
to help or give support. Most importantly, (with) no-one to
listen, and to try to understand and alleviate some of those
fears...by explaining that they are not alone; that we can all
go through stages of depression; and we all share those fears
for the future. At least we have people we can turn to in
times of need. When I stop and think about what they are going
through, then I believe that we must do something to offer
some of the opportunities that we, as the Birchgrove Group,
have managed to obtain.'
We address this report to all agencies in a position to
help extend the mutually-supportive aims of a group like the
Birchgrove. The needs of those living with haemophilia and HIV
are complex and are, we believe, best understood by drawing on
the direct experience of those with both conditions. This
paper sets out a case for specific funding, and proposes a
model for outreach and development work.
Some readers will be familiar with the situation of those
with haemophilia. Others may be more aware of the problems
faced by people living with HIV. The two groups do not always
work as closely as they might. We hope this report and its
proposals will start to remedy what, in our experience, has
been a communication gap. The Birchgrove Group.
DISCUSSION
1. Introduction
What is different about people with haemophilia? 1.1
Haemophilia is a rare disease caused by abnormal coding on the
X-chromosome. It is almost invariably confined to males. The
severity of the condition depends on the levels of missing
clotting factors in blood. Both types of haemophilia, A and B,
cause repeated, spontaneous and painful bleeding into muscles
and joints. Despite treatment with the missing blood protein
– Factor VIII or Factor IX – the condition is usually
physically crippling. In addition, haemophilia is an
unpredictable, socially disruptive and chronic condition that
requires life-long hospital treatment.
1.2 Up until two decades ago the medical treatment for
haemophilia consisted of ‘bed rest' and analgesia. The
latter often led to problems of over-use and not infrequently,
addiction. Later on, hospitals gave treatments with snake
venom for external bleeding, or with fresh frozen plasma
containing the necessary clotting factor. The wide-scale use
of commercially-derived clotting factors during the 1970s
transformed the lives of those with haemophilia. Many were
able to avoid long journeys to haemophilia centres for
treatment, and managed their own infusions, when necessary, at
home. Travel away from home became a possibility, not a
nightmare; children could be integrated into the normal
education system, not sent away to special schools; and the
opportunity to take up full-time employment without the need
for frequent absences, became a reality.
1.3 Public knowledge about the condition is poor, and even
prior to acquiring HIV infection, many haemophiliacs lost jobs
as a result of discrimination and ignorance2. By using
clotting factors to treat bleeding episodes, it became
possible, slowly, to begin a process of re-integration into
something resembling a ‘normal' life. Younger people managed
to stave off the more obviously crippling effects of the
condition, and often ‘passed' for an unaffected individual:
‘...I remember seeing him walking towards us with a limp.
I thought nothing of it. Perhaps he'd hurt his leg or
something. What I did notice was that he walked with his arms
wide and slightly bent. I turned to Toby and laughed,
"Damon really thinks he's incredibly macho, doesn't
he?"
Toby looked at me quizzically. "Damon's a haemophiliac.
One arm's permanently bent, one leg too, from bleeding into
the joints. He does that with his arms so people won't notice
the bent one." He smiled, "Better to be thought
macho than deformed, eh?"' (see Couteney3, page 129)
Young people with haemophilia are known to suffer
difficulties with empowerment4, and these problems have been
exacerbated by acquisition of HIV. However, as the short
extract vividly portrays they are also adept at camouflaging
their condition, until severe bleeding episodes intervene. In
this way, the effects of social stigma (which certainly exist)
are limited. As Wilkie5 has pointed out, the more recent
association of HIV, AIDS and haemophilia has both exacerbated
stigma, and increased the social isolation for affected
individuals and their families. It is in this context that
mutual-support groups can be an invaluable, and often
irreplaceable, life-line to normality. This is explored
further in section 3.11, where we review some of the recent
literature.
2. The current situation
2.1 The history of contamination of commercially-derived
blood products with the human immunodeficiency virus (HIV) is
too well known to repeat here. Yet the impact on individual
haemophiliacs and their families are not so well known. The
consequences have been little short of catastrophic.
2.2 In the UK there are an estimated 5,000 people with
haemophilia. More than 1,230 of these boys and men, and at
least 41 of their partners are known to have been infected
with the HIV virus6. To date, 554 haemophiliacs with HIV, and
9 infected partners/spouses have died7. [check figures]
2.3 In one sense it was in recognition of this that the
government made their awards, £10 million in 1987 and a
further £24 million through the newly established Macfarlane
Trust in 1989. Personal ‘recompense' payments were finally
made to individuals in December 1990, following a successful
campaign by the Haemophilia Society.
2.4 The lobbying campaign was an intensive, emotionally
exhausting and stressful period for everyone, and took a heavy
health toll on the affected individuals and their families.
When payment was finally made and the media coverage died
down, the ‘haemophilia problem' as it had been seen by
government, was presumed to be solved. Not so – as this
report asserts.
2.5 There is an on-going and increasingly urgent need for
proper, organized and concerted attempts to provide people
with haemophilia and HIV with appropriate mechanisms for both
psychological and social support (see section 5 for
elaboration on this needs-driven approach). Before
recommendations related to this are outlined, the present
structure for helping people with haemophilia and HIV should
be described.
2.6 The Haemophilia Society was founded in 1950, primarily
to ‘provide a fellowship for people with haemophilia and
those concerned with their health and welfare, and to give
advice on their problems'. Yet the Society itself is
struggling to survive financially. Its 1992 income was £521,769
of which more than 1/3 was derived from legacies. Expenditure
was £497,143, of which roughly 1/3 went to support a variety
of membership issues. Only 5 per cent went towards local group
activities8.
The Haemophilia Society publicly acknowledge that
‘...people with haemophilia have never needed a Society
more than today.... life for people with haemophilia is
fraught with problems and the pathway is strewn with obstacles
which demand the presence of an active and healthy
organisation geared to representing the interests of people
with haemophilia on a daily basis.' [see (6), page 5]
We agree, wholeheartedly. And these sentiments are doubly
magnified for those shouldering the burden not only of
haemophilia, but also of HIV.
The Haemophilia Society may have the will to help
individuals and families represented by groups such as the
Birchgrove. However, it does not yet have adequate funding to
support, let alone coordinate a national initiative along the
same lines. This needs to be addressed.
2.7 The Macfarlane Trust, on the other hand, reported
assets of over £9 million at the year ending March 1993.
Funds were boosted by a government payment of £5 million, in
recognition of the Trust's case for the need to be able to
maintain levels of financial assistance. The Macfarlane Trust
Annual Report states,
‘...we are now able to continue the Trust's activities
from a point where financially we are almost back to where we
started.....without the backlog of need that met the Trust at
its beginning.' [Annual Report, p.7]
We cannot agree completely with the second statement. There
is a backlog of need, but of a different nature from the
financial hardship and severe economic stress that was
experienced in the late 1980s.
We also point out – a painfully obvious fact – that the
Trust's client base has been reduced significantly. Eighty-one
people with haemophilia and HIV died in the last year. Eight
partners also died. More than a third of people on the Trust's
register are dead. The two-thirds or so that remain are living
with a chronic condition that has brought physical,
psychological and emotional chaos. And not only to them alone
– also to their families and partners. We strongly believe
from our own experience, from evidence of published data, and
from reports and expert opinion, that the non-financial needs
of this group of survivors will increase over time.
The terms of reference for the Macfarlane Trust at present
restricts them to making single payments on a welfare basis.
At present they are legally prohibited from unlocking a
portion of the funds they hold, in order to develop group
support initiatives. We cannot believe that single payments
are solely the most appropriate use of such financial
resources.
The quandary is that while the Haemophilia Society might
have the will to develop the initiatives proposed by the
Birchgrove Group, it does not have the money. On the other
hand, the Macfarlane Trust has the money, and is apparently
unable to meet the non-financial welfare needs of people with
haemophilia and HIV, outlined in this paper. The end result is
that these needs are, simply, not being met. This is a
shocking situation, which must change.
We make proposals regarding the Macfarlane Trust remit, in
section 5.
2.8 Other helping agencies are available for those with HIV
infection, and have in many cases proved the only non-medical
resource for people with haemophilia and HIV. They range in
size from organisations like the Terrance Higgins Trust and
Body Positive, to small local help-lines. We would very much
hope to increase links and communication between these
organisations, and groups representing men with haemophilia
and HIV. In fact, members of the Birchgrove group have been in
touch with members of Body Positive, for some time. However,
it is fair to say that the overwhelming majority of clients
for such agencies remain HIV-positive men who are gay, and
their partners; other agencies have been developed to address
the needs of drug users, of black and ethnic minorities, and
of ‘women' (as a generic and unspecified grouping).
We strongly support the work of such agencies, whose often
limited funding belies the energy and commitment of their
workers. Nonetheless, they are not geared up to deal with the
needs of heterosexual HIV-positive men who have haemophilia.
They also experience some difficulty in accommodating the
needs of gay men with haemophilia and HIV.
We should also note in passing that the Birchgrove Group's
National Conference in July made significant steps towards
setting up better dialogue between those with haemophilia and
HIV, and others in the "HIV community" (for want of
a better description). An attentive and increasingly
enthusiastic reception was given to the representatives of the
Terrance Higgins Trust and Body Positive, and we believe this
improved communication should be built upon by those in other
national organisations.
2.9 This is not merely hearsay, or guesswork. Work by
Heeson and Higgins9 at St Thomas' Hospital has revealed the
difficulties experienced by heterosexual HIV-positive men who
have sought support within predominantly gay groups. Gay men
often feel inhibited by the presence of heterosexual men in a
group, and the feeling tends to be reciprocated. This may be
unfortunate, but it is not unusual. In addition, men with
haemophilia and HIV often have to confront hostility engended
by
i) press labelling of their status as ‘innocent victims'
– implying that others with HIV are ‘guilty',
ii) the fact that they are one of only two groups which have
been awarded cash ‘recompense' for iatrogenically-induced
HIV infection (the other group being those with
transfusion-acquired HIV).
2.10 It should not be surprising therefore, that men with
haemophilia and HIV do not always fit comfortably into a
social grouping of other HIV-positive individuals. At the same
time, the expression of anti-gay sentiments can also make life
very painful for those with haemophilia who are HIV-positive,
and gay. With time, this may be overcome. But time is not
something that people with haemophilia and HIV are willing to
squander.
2.11 The other difficulty faced by existing HIV-oriented
agencies who might wish to help those with haemophilia and HIV
is simply ignorance. We have already outlined the fact that
public knowledge of haemophilia is poor. Indeed, the condition
is a medical speciality confined to haematologists, and seldom
comes within the wider orbit of non-specialist nurses and
paramedics, let alone of general practitioners. This situation
needs to be changed. In a recent paper in The Lancet10
Mansfield and Singh point out that
‘HIV infection is now understood to be a chronic
condition, with a plethora of manifestations affecting
physical and social status, and psychological well-being....a
hospital based service is now becoming untenable,
inappropriate, and wasteful of local resources.'
Their alternative – multidisciplinary, community-based
care – requires information, education, and improved liaison
between hospitals and those in the community. It is our firm
belief that strategically sited linkworkers, appropriately
trained and skilled, can act as essential communicators
between hospital services, community care givers, and people
with haemophilia and HIV. Such linkworkers would provide a
highly cost-effective role as facilitators for mutual-support
groups, educators in the community care setting, information
sources for hospital staff, and provide a ready means of
communication between all three parties. This model is
expanded in our ‘Recommendations' section, and a full
project proposal is included as Appendix I.
3. Background to this document
3.1 We should perhaps make clear that this document is
written from a particular philosophical, and yet entirely
practical standpoint. This is, those who are bought together
by crisis and common history can share a form of support and
strength – irreplacable and rare. As one early member of the
Birchgrove Group put it:
‘...most of us felt the need for someone to turn to in a
crisis, or for advice, who was not necessarily a professional
medical or social worker. The Haemophilia Unit is there for
more formal professional advice.... Like everyone else, I drew
comfort from the fact that the group was there, and I knew I
could talk to its members in a way I could not talk to anyone
else, other than my wife."11
In our work over the past seven years, we have been
surprised and angered that there is still a need to validate
this view. The Birchgrove Group exists. It has existed for
seven years. Its members include haemophiliacs with HIV,
youngsters, wives, partners and widows. Members of Birchgrove
have been involved in teaching professionals about HIV and
about haemophilia. The group has also extended its support to
others throughout the country.
As well as this evidence, we have tried to present some of
the academic and research findings appropriate to each sector
– HIV and AIDS, haemophilia and HIV, mutual support groups,
and the community vs. institutional approach to care. Lack of
time and money mean that this review is far from complete, and
we would welcome efforts by other individuals and
organisations to make a more thorough review. Given these
limitations, we still believe we have presented a fair picture
of current research opinion.
Is there a need for social and psychological support?
3.2 There can be few studies made of patients with HIV that
do not stress the physical and emotional crisis that infection
produces. In a recent document on AIDS, the World Health
Organisation (WHO) gives a good overview: ‘
A diagnosis of HIV infection or AIDS...brings with it
profound emotional, social, behavioural, and medical
consequences. The subsequent individual and social adjustments
required often have implications for family life, sexual and
social relations, work, education, spiritual needs, legal
status, and civil rights. Adjustment to HIV infection involves
constant stress management and adaptation. It is a dynamic,
evolutionary, and lifelong process that makes new and changing
demands on the infected individuals, their families and the
communities in which they live....
Awareness of HIV infection can create enormous
psychological pressures and anxieties that can delay
constructive change or worsen illness, especially in view of
the fear, misunderstanding, and discrimination provoked by the
HIV epidemic.'12
3.3 The impact on the individual of HIV-positivity is
profound. This seems worth reiterating. HIV and AIDS are
severely stigmatising conditions. Affected individuals are
frequently met with fear, horror, avoidance and repulsion.
Many people with haemophilia and HIV feel they have become
‘social lepers', and this intensifies a sense of isolation
and stigma. Social support is notably lacking, particularly
for those who live in communities where fear of HIV (and/or
homophobia) is matched by ignorance of the condition.
The psychological and emotional implications of living with
HIV have been very well documented (see for example Wilkie
& Anderson3, Miller13, King14,15, Mandel16, Morin17 and
others), and we hope it is not necessary to describe these
findings here. Our conclusion, from our own experience, and
from a glance through the literature, is that the case for
emotional and psychological support is proven.
Does this need exist amongst people with haemophilia and
HIV?
3.4 There is already the long-term evidence of need gained
through the experience of the Birchgrove group. In addition,
we can offer the evidence of the 42 people with haemophilia
and HIV, all in varying stages of health and illness, who made
a special effort to attend the July Conference in London. Some
extra-ordinary efforts were involved – for example to the
extent of travelling from Northern Ireland to attend the
weekend. Add to this the forty or so partners, wives, mums and
dads who attended, drawn from all over the country. We believe
this is a remarkable result for an event that had,
practically, little external support or advertising.
3.4 The Conference Report gives fuller details of the July
weekend. In particular there was a clear commitment from those
who attended to continue with the effort to make contact. From
the evaluation responses, 78 per cent said they would like to
be put in contact with others in the same situation; 77 per
cent said they would be willing to help organise further
activities locally. Many letters of support and thanks came in
to the Birchgrove group over the next couple of weeks. Two
responses, both from HIV-positive haemophiliacs, serve to
illustrate the tenor of feeling:
‘The friendship gained over the weekend is so strong,
very supportive and deeply caring. Feelings that have never
been allowed to be shown or talked about before, could be,
knowing that they would be understood by all those attending.'
(Conference Report; Respondent X)
‘It is hard to impart my feelings, but no-one would have
believed that a weekend could change someone's life, so
dramatically, and as much as the one you have just held, did.
It was an experience that I shall remember for the rest of my
life.' (Conference Report; Respondent Y)
3.5 There is a need, because living with haemophilia and
HIV carries with it a burden of often unseen effects. After
the July Conference, a meeting was held to plan the way ahead.
During a brainstorming session to identify what made living
with haemophilia and HIV different from other conditions, the
participants came up spontaneously with a whole range ideas of
what it was like to live with the two conditions. These are
shown figuratively on page 11.
3.6 While the material above is largely qualitative and
anecdotal, there are a number of formal studies of people with
haemophilia and HIV, and of their families. In looking through
the literature, it seems clear that haemophiliacs with HIV
attract far more attention in the area of clinical trials than
they do for sociological and psychological researchers. This
is a pity. While no group willingly wants to become a
‘guinea pig' for research, greater research attention to the
non-clinical needs of people with haemophilia and HIV would,
we believe, have helped to put better support structures in
place earlier on.
3.7 Some more recent studies relating to haemophilia and
HIV are noted below:
* Smith, Rosendaal & Varekamp (1989)18 Even before the
advent of HIV-infection people with haemophilia, particularly
those born before the advent of modern treatment, were found
to be especially vulnerable to psychological and social
problems.
* Dew, Ragni & Nimorwicz (1990)19 This study looked at
75 haemophiliac men, 31 with positive HIV status and found
that the latter have increased levels of depression, anxiety
and anger. This did not relate to any past psychiatric
disorder, and the authors concluded that the difference was
entirely due to the presence of HIV-infection.
* The findings of this study are confirmed by those of
Catalan et al (1992)20.
Figure 1 BRAINSTORMING SESSION : Saturday 11 September
1993.
* An earlier study by Catalan (1990)21 showed that over
time some of the psychological differences between the
seropositive and non-affected men with haemophilia had
lessened. However, the remaining concern was identified as
anxiety around sexual activity, and the fear of infecting a
partner.
* Blomqvist, Jonsson & Theorell (1991)22 Looked at both
men with haemophilia and HIV and the parents of HIV-infected
boys with haemophilia. Again, the psychological stresses are
highlighted. In addition, the researchers reported that
‘..reactions of the parents to the news of their child's
infection was apparently more devastating than the reactions
of the seropositive men to their own infection, demonstrating
the extreme stresses that result in families.' [These
differences may not be so surprising – see 3.8 below]
* There have been a number of studies examining the impact
of HIV-status on spouses and families (for example, Curran et
al (1984)23, Miller and Harrington, 198924, Dew et al (1991),
Klimes et al (1992) 25). While their findings are mixed, they
all identify the fact that carers of people with haemophilia
and HIV are also subject to intense social and emotional
stresses.
3.8 One of the features of people living with haemophlia is
a certain hardiness to medical interventions. Lives are marked
by serious bleeds, uncomfortable and painful treatments,
life-threatening illnesses, and iatrogenially-acquired
infections – notably hepatitis B and hepatitis C.
Confirmation of HIV-infection may initially have seemed like
the acquisition of ‘...just another virus'. Ironically,
haemophiliacs, particularly those over the age of 30, could be
said to have survived in spite of the early medical treatment
they received, rather than because of it. This breeds an
attitude that is generally tenacious of life. However, this
early habituation to medical treatment has perhaps led to
another problem, and one not so often addressed by
researchers. In the Birchgrove Group it has been called
‘assumed competence'.
3.9 Competence – both actual and assumed – is something
that most people with haemophilia acquire very early in their
lives, almost as soon as they become accustomed to medical
care. Many children are taught to prepare and administer their
own Factor VIII; many adults temporarily admitted to hospital
take an active, and even lead role in their own clinical
management. This sense of competence is gradually reinforced
as clinical staff begin to build a relationship with the
long-term attenders at Haemophilia Centres. It is a response
to repeated episodes and patterns of crisis in their lives. It
did not, and does not, however, help people with haemophilia
and HIV learn to live with their diagnosis. In fact, the
‘assumed competence' may have prevented careful social and
psychological support being sought, or offered at an early
stage.
3.10 Living with haemophilia is something that can, with
difficulty and time, be adjusted to. Living with haemophilia
and HIV is another matter, because of the social stigma
involved, the risk to wives and lovers, and the grief and
anger associated with all the insidious losses that infection
brings. This is not something in which people can become
‘competent'. We believe there is a danger of assuming that
because people with haemophilia and HIV are competent
self-managers of their clinical conditions, this extends to
their psychological and emotional lives. It does not.
We believe there is good academic evidence for the need to
establish and maintain proper mechanism of social,
psychological and emotional support to for people with
haemophilia and HIV. Qualitative, personal and anecdotal
evidence is also available, for those who wish to investigate
further.
What do mutual-support groups have to offer?
3.11 In this section we develop the concept of the
mutual-support group as one means of meeting the need of
people with haemophilia and HIV for better social and
psychological care. That there are other mechanisms and
structures is not disputed (the implications of some of these
are discussed in section 4). Our own experience, however, has
led us to favour the most direct, personal approach – of
mutual support.
3.12 The philosophy of the mutual-support, or ‘self-help'
group is not a new one (for background see for example
Vincent26). Such groups have however, achieved greater
prominence in the last couple of decades, as the debate on the
so-called ‘mixed-economy of health care' has accelerated. It
is our belief that the role of the voluntary sector in
supporting and facilitating such groups must also grow,
notably as the debate about funding policies for HIV and AIDS
is better resolved27. We touch on this point further at
section 4.5 and 6.
3.13 What is a mutual support group? One good description
is:
'A self-help/mutual aid group is made up of people who
experience the same problem or life situation, either directly
or through their families and friends. They come together for
mutual support and to share experiences, information, and ways
of coping. Groups are run by and for their members. Some
self-help groups expand their activities. For example they may
provide services for people who face the same problem or life
situation; or they may campaign for change. Professionals may
sometimes take part in various ways, when asked to do so by
the group.' [see Wilson (1993)28]
3.14 One of the fundamental features of such groups is
user-empowerment and this in itself builds confidence,
self-esteem and hope for the future. These qualities are
greatly need for those living under the shadow of HIV. For
many professionals new to the idea, ‘user empowerment' can
seem a little threatening, or at least daunting (we discuss
this at 3.17, below). Equally, members to mutual-support
groups may also face new personal challenges to re-think their
attitudes to life:
‘...I felt that being a haemophiliac had made me lie back
and be a "good" patient all my life; and that just
accepting the HIV virus, and accepting a sense of
inevitability was not good enough. Acccepting that no-one is
offering what is needed is not good enough, either.' (see
Conference Report1, page 10)
‘...I would say to ...you...that a person who has hope
and a fresh outlook on life is far better equipped to deal
with an uncertain future.' (op cit, page 10)
Individuals within the Birchgrove Group have developed
significant new skills and roles. These include the education
of professionals unfamiliar with haemophilia (and HIV);
writing and producing reports and literature; organising
conferences; and a strong advocacy role for the broader social
and emotional needs of both regular group members, and those
who move in and out of the group. These are not isolated
events – mutual-support groups have the ability to
transform, and certainly enrich the quality of life of their
members.
3.15 While there have been extensive studies of
self-help/mutual-support groups, the bulk of the literature is
derived from the USA (see for example29 for a review of the US
data). Nonetheless, there are a number of good, authoritative
reviews of the UK experience, some of them undertaken by
social work professionals (such as the study by Harding &
Upton30), and others by community development workers31. The
studies we refer to are, unless indicated otherwise, based on
UK research.
3.16 A noteworthy feature of a review of the self-help
literature is the indication that more medical professionals
are becoming involved in this area.
An important UK study by Lock (ex-editor of the British
Medical Journal) found that in a survey of 68 doctors, the
majority of them were in favour of self-help groups32. In fact
more recent studies show that the professionals most likely to
be interested in developing such groups are largely GPs,
social workers, nurses, mental health workers, and health
promotion workers. Surprisingly (and important in the context
of this paper), as a group GPs have been largely excluded from
the debate on service provision for people with HIV and AIDS.
There are, however, signs that the tide is now turning towards
primary (community) rather than acute (hospital) service
provision33.
3.17 It is perhaps surprising that there are not more
groups designed to meet the needs of specific groups of
patients. An early study by Gunn34 stressed the ‘inestimable
help' mutual support groups can provide to doctors' patients.
He also argued that their development should neither be feared
not viewed with suspicion by the medical establishment. This
is important, for as medical knowledge and technology
advances, it becomes more difficult for local communities to
offer adequate social support to those in need. Mapes and
John35 argued ten years ago that the medical profession could
no longer ignore self help/mutual support groups, and that
their development required a change in attitude by doctors.
3.18 Mutual-support groups can and do work. A German study
by Trojan36 looked at 232 members drawn from 65 disease
related groups. He found that group goals (for example mutual
support, and information sharing) were achieved by more than
90 per cent of group members; goals directed outside the group
(to family or professionals) were achieved by about two thirds
of the respondents. Professor Trojan concludes that while
self-help groups cannot replace professional services, they
‘..should get public support because they have an important
function for people suffering from chronic diseases, or other
problems'. Either way, professionals and self-help advocates
must learn to work more closely together.
3.19 The experience of the Birchgrove Group, in our contact
with both medical and social work professionals, has been
good. However, we are aware that this is not a universal
experience. We think it important to address, albeit briefly,
the question of the tension underlying any relationship
between mutual support groups, health care professionals, and
other ‘caring' agencies. In fact the impetus for setting up
a group can, in some cases, be a hostile or unhelpful reaction
from professional service providers. A number of studies
identify blocks to facilitating self-help initiatives, for
example
* Suspicion: What is the group doing? Who are they? Can I
trust the quality and the consistency of their efforts if I
refer patients to them? (Black's study of doctors37)
* Conflict: lack of agreement on the differing roles and
responsibilities of professionals versus members of the group
(Davis's work with nurses38)
* Confusion: difficulties in agreeing ‘boundaries', such
as whether a group falls within the domain of particular
professionals or management structures; these might be
Haemophilia Centres, Social Work Departments; alternatively,
HIV/AIDS agencies, and the Haemophilia Society (the 1983 WHO
Report has a useful discussion on some of these issues39)
* Inadequate experience: lack of knowledge, information,
and understanding of the differences between integral
self-help (where the professional worker is in control),
facilitated self-help (where the professional is in a ‘back
seat'), and autonomous self-help (where the self-helper is
fully in control, and in fact drives the operation
independently of any professional help) There are very
fundamental differences between these types of help. (Adams'
usefully discusses some of these issues as they impinge on
social work and user-empowerment40)
Addressing these blocks to self-help facilitation are
crucial in the context of groups such as the Birchgrove, where
members are in touch with professionals working in a variety
of fields.
3.20 One of the key factors in the comparative scarcity of
self-help groups is not patient/individual apathy; rather, it
is often because professionals in a position to encourage and
support such group endeavours, do not pass on the necessary
information to potential group members41,42. Such
professionals might include staff at Haemophilia Centres, in
Medical Social Work Departments, general practitioners, and
even sometimes local HIV/AIDS helpers. For example, ‘In one
of the sessions a couple complained that they were the only
people in their Haemophilia Centre who were motivated to seek
out others – only to discover that they were sat alongside
someone else from their Centre, in exactly the same
situation...' (Conference Report1, page 11)
3.21 Many writers underline the fact that local groups have
to establish credibility with professionals before the latter
will feel confident about making referrals (this has been part
of the Birchgrove Group's on-going task). In such cases, a
recognised, supportive infrastructure can work wonders. As Gay
commented in her study of self-help group for drug users'
families43:
‘...one of the spin-offs from having a national
organisation is a speeding up of the process. The forging of
strong links between the groups and the professionals can be
of great value in both directions; the groups get referrals,
information and support; and the professionals invaluable help
with aspects of their work for which they may have little
time, inclination, or only limited expertise'. (Gay, p.64)
This, in a nutshell, is the fundamental rationale behind
both this discussion document, and the proposals we make. It
leads on to what we believe is the way ahead.
4. The way ahead
4.1 When the Birchgrove Group decided to hold a national
conference in London in July 1993, it was primarily to bring
together as many people with haemophilia and HIV, and their
families, as possible. The aims of the weekend included:
* to meet with others living directly with the HIV virus
* to share the benefits of self-help
* to find out what people wanted from bodies like the
Macfarlane Trust and the national Haemophilia Society
* to build links with the Body Positive groups and the
Terrence Higgins Trust.
* to work towards setting up a national network of
mutual-support groups
4.2 As this report has described, these aims were all met.
In addition, work began to drive forward the goal of a
national network of mutual-support groups for people with
haemophilia and HIV. In this regard, a number of specific
themes emerged from the conference and from discussions
afterwards. It was agreed there was a requirement for a model
which would :
* meet the expressed needs of those attending the
Conference, and those who were in touch with the Birchgrove
Group through other means,
* bridge the communication and care gap that is currently
perceived to exist between the areas of haemophilia and that
of HIV,
* maximise the existing financial and human resources, and
work alongside agencies in the field, rather than be absorbed
by them (thus keeping true to the mutual-support/user
empowerment model),
* help to increase the level and quality of information about
haemophilia to groups and organisations in the HIV/AIDS world,
and similarly to help increase the knowledge of HIV amongst
haemophilia organisations and their membership,
* provide a model for outreach work that could, should the
need arise, be built upon for the support of those with
chronic hepatitis C infection (in other words, so such
individuals would not have to build up groups from a standing
start).
4.3 The project envisaged by the Birchgrove Group is
described in more detail at Appendix I. A rough structural
outline is indicated in Figure 2.
Briefly, we see the project as follows: regional or local
mutual-support groups are facilitated by a professional
linkworker (perhaps working out of an existing HIV/AIDS unit),
whose work is coordinated by a national network manager. The
latter would be based in a sponsoring agency, preferably one
that is able to help establish good links with other voluntary
and statutory agencies involved in the area. The
mutual-support, needs-led nature of the exercise would be
safeguarded by lines of accountability. We are very clear that
the direct line of accountability for the national co-ordinator
should be to the Steering Group, a majority of whose members
should be drawn from those with haemophilia and HIV. [See also
Appendix I]
This is the broad scheme only. It is, like the rest of this
document, drawn from our own needs-based approach.
Why is a sponsoring agency needed?
4.4 We need to seek the collaboration with a sponsoring
agency for a number of reasons. The scheme will need funding
– and many major trusts and funding bodies restrict their
grants to organisations with charitable status. We also want
the scheme to act as a catalyst for improved communication
between the various agencies involved in clinical, social and
welfare provision for people with haemophilia and HIV. The
sponsoring agency should have access to suitable networks, and
be willing and able to develop closer links outside their own
sector. Third, Birchgrove remains a voluntary group – not a
management-led organisation. We want to be able to get on and
do the work we were established for – mutual-support –
rather than carry the additional burdens of management and
detailed financial responsibilities.
4.5 There are other reasons for working through a
sponsoring agency, most of which are well outlined in
published studies, ranging in scope from pan-European (Council
of Europe recommendations44), to national45, and regional46.
All the reports we have read repeatedly stress the need for
co-ordination. In itself this is indirect evidence of the most
urgently needed change. The Council of Europe report says, of
recipients of blood and blood products who have been infected
with HIV:
‘...most recipients have a pre-existing medical condition
and therefore often fall between specialist treatment for
their pre-existing condition, and services for HIV/AIDS; this
often results in problems of accessibility, which may be
overcome through better co-ordination between both specialists
services; ....many are young adults and encounter problems of
empowerment.' (CoE report, page 11) The report identifies one
of the most original and progressive aspects of health care
policy as ‘..the involvement of voluntary organisations and
the promotion of greater responsibility by the patients
themselves for their own health' (CoE report, page 23). The
Council goes on to recommend strongly that the statutory
health sector cooperate with voluntary organisations, in order
to meet the increasing needs of chronic HIV infection more
fully.
These recommendations are clear endorsements of the type of
approach we have set out in this discussion document.
Why is a national network coordinator needed?
4.6 We hope it is not necessary to have to justify this
need at length. Briefly, not every health region carries the
same caseload of HIV, let alone haemophilia and HIV. Funding
has been allocated by the government to meet differential
needs. Clearly it would be foolish to set up a national scheme
for facilitating and linking mutual support groups, without
building into it the necessary planning flexibility.
In addition, as the Job and Person Specification in
Appendix II shows, the National Coordinator carries a variety
of responsibilities. S/He will be a communicator, planner, and
an advocate for those with haemophilia and HIV. We envisage
that this post could become pivotal in ensuring that people
with haemophilia and HIV are fully included in all planning of
health and welfare services for people with HIV/AIDS, and
their families.
Why are professional linkworkers needed?
4.7 We believe that these linkworkers are a fundamental
part of the overall scheme, and the projected success of the
project lies heavily in their hands. It has been suggested
that the regional groups should be wholly self-servicing, and
that there is no role for a professional link-worker. We do
not agree.
4.8 Most of the studies on self-help groups identify the
‘fragility' of groups, their potential instability, and
their vulnerability to declining membership. This is
particularly so when group members may already be in poor
health. In addition, both haemophilia and HIV are
characterised by uncertainty, unpredictability and the need to
make constant physical, social and emotional adjustments. Thus
the need for group support may change over time; this means
that some members will move in and out of the group, as their
needs dictate. The important thing is that the group is able
to maintain its presence, as far as possible, as predictable,
constant and reliable source of information and support. This
needs support from an external facilitator. S/He would be
sensitively placed to respond, while not intruding on the
developing group.
4.9 Related to this is the important issue of the changing
needs within each group. There are important points here. All
those who write knowledgeably about mutual-support groups
stress that it is an adjunct and not a substitute for skilled
clinical intervention, where necessary. For example, cases of
mania and psychosis clearly will need to be helped in a
professional environment. The same is true for instances where
bereavement has led to intractable grief, which cannot always
be supported wholly within the group's support system. With
group permission, facilitators can help to identify points of
difficulty early on, and from here find suitable external
help. Thus the group knows that there is an interlinked,
constant process of support through cycles of health and
illness. Facilitators offer the certainty of a compassionate
and responsible response when the group is not able – for a
variety of reasons – to contain the needs of a member in
severe difficulty. It is neither feasible, nor responsible, to
expect individual members, themselves in need of support, to
be able facilitate such a ‘safety net' procedure.
4.10 Many researchers have stressed the need for some sort
of facilitation, if only in the early stages of group
formation and growth47. In Gay's study of families of drug
users, she points out that even when all conditions are
promising, the high levels of distress and stigma experienced
by individuals and their families make it very difficult to
embark on self-help enterprises. The extensive and through
report from Warwick University reiterates this, pointing out
that
‘...nascent organisations, which given the right sort of
help and encouragement may be perfectly viable, may founder at
an early stage through lack of support. Given the acknowledged
importance of the distinctive contribution that voluntary
organisations can make to both preventive and care activities,
it has been disappointing to note the very variable levels of
help and support given to the voluntary sector by districts'.
(Regional report on Wales, page 42)
4.11 The researchers make a variety of strong
recommendations to address this problem, two of which we
particularly endorse here:
‘(2)....Once a group is properly established, financial
support should be given to enable the development of an
appropriate service infrastructure with a minimum of one paid
development worker/service co-ordinator. This should ensure
reasonable continuity of service delivery.' (Warwick Report,
page 42)
We have also stressed the need for the user of the
mutual-support service to be represented in the relevant
management structures (see page 19). Hence,
‘(3) Voluntary organisations may feel isolated and
undervalued. They need to be convinced that they have the same
status and can exert the same influence at management level as
any other organisation providing services, and to be involved
in future planning decisions.' (Warwick report, page 42)
4.12 A further use of professional link-workers is the
development of strategies which will improve the groups'
chances of survival. This is something with which the
Birchgrove Group is familiar – the need to diversify group
development, while maintaining the core activity of group
support.
Like individuals, groups have to grow and develop in a
whole range of ways if they are to continue to meet the needs
of their members. One of the simplest ways to diversify, and
the most resource efficient, is the development of telephone
helplines; home visiting and one-to-one counselling represent
other cost effective developments. Diversification, even
through simple means, requires some additional resources. A
helpline for example, might involve – automatic answering
systems for telephone lines, on-call paging devices, volunteer
expenses and proper training in telephone techniques. This
requires organisation, advice and planning which is best
provided through the help of an independent link-worker.
We recommend other diversified activities in the section
that follows.
RECOMMENDATIONS
5. Developing a needs-led service
5.1 As described in section 2.7, the Macfarlane Trust is a
dedicated organisation for the relief of hardship and stress
amongst haemophiliacs who are also HIV positive. We stated
earlier our belief in the logistical, financial, and
administrative sense for a part of the resources held by the
Trust to be freed-up for outreach work. Specifically, funds
should be made available to offer their client group
mechanisms for improving access to, and use of psychological
and social supports.
RECOMMENDATION ONE:
The Trustees of the Macfarlane Trust seek an urgent meeting
with Ministers to review the restrictive terms of the Trust
charter. In particular, the restriction of financial support
to single-payments should be amended to allow the Trust to
develop mechanisms for offering significantly improved social
and psychological support to their client group.
5.2 We note from the Trust's Annual Report that a census
was taken in 1992/93. We are not convinced that this
quantitative exercise is adequate to give the Trust sufficient
management information for strategic planning. And we believe
better strategic planning is needed. There have been
significant improvements in the symptomatic treatment of
AIDS-related conditions, and there is now evidence that the
disease can become a chronic, fulminating condition. Reports
from the United States48,49 have revealed that an estimated
ten per cent of patients with AIDS live at least twice as long
as the median survival period. People with haemophilia
constitute an unusual group, whose lifestyle often confers a
unique survival mentality. Although no UK data are yet
available, it would not be surprising to find a
disproportionate number of HIV-positive haemophiliacs amongst
such long-term survivors. This has important implications.
5.3 We believe there is a need for a carefully designed
review of the effectiveness of the Trust's services to those
registered. This is entirely in line with current professional
and public debate on community care. ‘Needs-led'
assessments, such as the one we are recommending, lie at the
very heart of the community care philosophy50. We believe that
such a review must be predominantly qualitative in nature, and
could build upon the existing quantitative data held by the
Trust. Our reasons for stressing the need for qualitative work
are primarily two-fold:
a) the extreme confidentiality of the subject matter, and
the importance of using highly experienced and sensitively
trained social researchers to develop a reliable survey design
and interview method,
b) the virtual impossibility of obtaining reliable data on
needs from a purely quantitative approach There are a number
of reputable survey organisations [for example Social and
Community Planning Research (SCPR)] with specific experience
and training in undertaking sensitive work with particular
client groups.
RECOMMENDATION TWO:
The Macfarlane Trust should explore ways of undertaking a
thorough evaluation of their current provision of services. In
addition, they should obtain detailed costings of the
qualitative survey work required in order to develop a
needs-led service for their client group. This will require
additional funding from Government, and discussions towards
this end should be begun as a matter of urgency.
5.4 We would like these recommendations – addressed to
the Macfarlane Trust – to be taken up independently of the
project proposal that follows.
6. Extension of local mutual-support activities
6.1 Earlier sections highlighted the necessity for
mutual-support groups to diversify their activities in order
to grow and survive. The Birchgrove Grove and its regional co-ordinators
have been exploring the possibility of other initiatives:
* a telephone support network – ideally this could build
on existing networks and tap in to the other schemes;
volunteers would need some professional training in telephone
skills if this is to be of more than merely local use
* an occasional newsletter by and for HIV haemophiliacs; to
include topics that are currently at issue, personal
experiences and knowledge gained from living with the virus.
While this would remain a volunteer-coordinated effort,
additional funding in order to help production and printing
costs would needed.
* a list of sympathetic complementary therapists is to be
drawn up. This may require some desk and telephone research,
although we have enlisted the help of members of the Immune
Development Trust in collating an initial list. This would be
a similar exercise to the information put out by the Whole
Person Therapy Trust, who offer a range of complementary
therapies aimed at people in Kent. Again, financial and
occasional staff resources would greatly improve both the
scope of this exercise, and its presentation.
* volunteer training and awareness in HIV and haemophilia
issues – this would be aimed particularly at those involved
in caring for people with the two conditions. Birchgrove is
working on a module around this issue at the moment.
Naturally, funding and some assistance would both hasten the
exercise and get the package more rapidly to those who need it
most.
6.2 The Birchgrove Group has been working on these
initiatives because they are needed, and no other agency
appears to be meeting the specific need. This work provokes a
certain amount of what we could call ‘creative tension'.
While the Birchgrove Group enjoys this challenge, it should be
said that sharing the financial and resource load would also
lessen some of the unwanted stress that such projects
inevitably bring. Funding and additional resourcing is needed
urgently.
RECOMMENDATION THREE:
Organisations involved in service provision and welfare
needs of people with HIV should review the content of their
training, literature, helplines information and other
services, to cover the area of haemophilia and HIV.
In addition, they might wish to consider co-operative
ventures with groups such as the Birchgrove. While financial
provision would be welcomed, offers of help in kind may serve
the wider need to establish links between the wider HIV, and
haemophilia + HIV communities.
7. A nationally co-ordinated outreach project
7.1 This was outlined in principle in section 4, and some
of the identified aims and objectives are indicated in the
outline Project Proposal, at Appendix I. We would be seeking,
through the appropriate sponsoring agency, funding for three
years. This would enable the project to be fully developed,
expand the scope of outreach activities, and allow time for
proper evaluation to be undertaken.
7.2 There are a range of options that need to be considered
before this project is formally submitted for funding – one
purpose of this discussion document.
Sponsorship
7.3 Which agency or organisation is best suited, or most
able, to act as sponsor for the project? The options range
from the national Haemophilia Society, the major HIV/AIDS
charities such as Terrence Higgins Trust (THT) and Body
Positive, the regional organisation of National Health Service
AIDS Co-ordinating Teams (ACTs), the various Haemophilia
Centres, or even sited within an University department of
medicine, such as a Department of General Practice.
Charities are best placed to apply for trust funding from
the larger grant-giving bodies, and are probably in closer
contact with the needs of those they serve. On the other hand,
NHS sponsorship might give access to the NHS Research &
Development funds; Haemophilia Centres have both advantages
and drawbacks, not the least of which is the danger of the
mutual-support initiative becoming overly ‘medicalised'. A
university-sited co-ordinator could ensure high quality
research and evaluation, and would ensure that the findings of
the project were well disseminated and taken up. The dangers
of remoteness and over-medicalisation would have to be
addressed.
Our major aim is to get the project on the road, through
the energy and assistance of a highly committed and
sympathetic sponsoring agency. As yet we do not have
sufficient information on the necessary management and funding
structures of all these organisations, for an unequivocal
choice.
RECOMMENDATION FOUR:
Agencies and organisations committed to service provision
in the area of HIV/AIDS and that of haemophilia+HIV should set
up a small working group to address how such a project could
best be facilitated. Membership of this group should include
individuals with haemophilia and HIV, and/or their
representatives; academic researchers working on
community-based service provision issues; and an experienced
community development worker.
Siting of link-workers
7.4 Similar issues as those outlined above surround the
siting of link-workers. However, in this instance we have a
clear preference for these workers to be sited within existing
HIV/AIDS facilities – perhaps those running local helplines
or other community-based services. This serves a number of
purposes. It serves to educate the other HIV/AIDS workers
about haemophilia (and perhaps even hepatitis C); it boosts
communication between community based and national service
providers; and it enables the linkworker to have ready access
to appropriate psychological (and possibly logistical) support
and professional supervision, as required.
RECOMMENDATION FIVE:
Discussions should be begun, as soon as possible, with the
national and regional AIDS/HIV service networks on the option
of placing a haemophilia + HIV linkworker within their
facilities. The mutual benefits of this should be stressed,
and options for other collaborative work explored. We believe
preliminary work should fall within the remit of the working
party described in Recommendation (4).
7.5 Most of the other recommendations we could make are
contingent upon the results of this collaborative work. We
strongly believe in the urgent need for individuals in
position of influence, and the appropriate agencies, to start
talking together about meeting the non-financial needs of
people with haemophilia and HIV. In the Birchgrove Group we
are working as hard and as persistently as we are able. This
has already accomplished a great deal. We want to ensure that
others like ourselves can benefit from this experience. These
goals cannot be reached solely by our own efforts, although we
are certainly willing to give it a go. We want your support
– and we need it now.
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Institute, London.
- Gay, P (1989): Getting Together. A study of self-help
groups for drug users' families. Policy Studies Institute,
London.
- Council of Europe: Impact of the Aids epidemic on health
care services and planning in Europe. Council of Europe
Press, 1992.
- reference on national strategies for health care service
planning
- Warwick University, Health Services Research Unit.
Strategic Planning for service provision to HIV/AIDS
patients in England and Wales. August 1993. [check full
title of reference] Sector
- Harrison, L (1993): Newcastle's Mental Health Consumer
Groups: a case study of use involvement. In (eds) Smith R,
Gaster L, Harrison L, Means R, Gaster, L, and Peter
Thistlethwaite Working Together for Better Community Care.
School for Advanced Urban Studies, Bristol. 1993.
- Katoff R A, Ostrow, D G, Detels R, Phair J P, Polk B F
and Rinaldo C R (1991): A psychological study of long term
survivors of AIDS. Paper presented at the VIIth
International Conference on AIDS, Florence. Book of
Abstracts Vol. I, TU.D.105. and also cited in (7) below.
- King, Michael B: AIDS, HIV and Mental Health. Cambridge
University Press, 1993.
- see for example, case studies in Taylor M, Hoyes L, Lart
R and Means R: User empowerment in community care:
unravelling the issues. Studies in Decentralisation and
Quasi-markets No.11. Bristol. SAUS Publications,
University of Bristol. 1992.