Well-being of older people in ageing societies:
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
Aldershot [u.a.]
Ashgate
2008
|
| Schriftenreihe: | Public policy and social welfare
30 |
| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis Klappentext |
| Beschreibung: | Originally presented as the author's thesis (D.Phil.)--University of Oxford, 2004 Includes bibliographical references and index |
| Beschreibung: | 318 p. Ill. 24 cm |
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| 490 | 1 | |a Public policy and social welfare |v 30 | |
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| 500 | |a Includes bibliographical references and index | ||
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Datensatz im Suchindex
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| adam_text | Contents
Acknowledgements..........................................................................................7
List of Figures, Tables and Boxes.................................................................15
Part I: Setting the Context....................................................................21
Chapter 1
Introduction ......................................................................................................23
1.1 Preamble..............................................................................................................23
1.2 Three themes on well-being of older people..................................................26
Theme I: Multidimensional perspective on well-being................................26
Theme II: Income experience in old age..........................................................26
Theme III: Comparative perspective on income dynamics..........................27
1.3 From perception to definition...........................................................................28
1.3.1 Older people...........................................................................................28
1.3.2 Ageing societies......................................................................................29
1.4 Datasets in use....................................................................................................30
1.5 Book overview....................................................................................................31
Chapter 2
Conceptualising Well-being of Older People...............................................33
2.1 Introduction.........................................................................................................33
2.2 Well-being as utility from consumption..........................................................35
2.3 Command over resources: the minimum rights approach..........................39
Well-being of Older People in Ageing Societies
2.4 Converting resources to ends: the standard-of-living approach.................40
2.5 Freedom in converting resources to ends: the capability approach............44
2.6 Well-being with respect to health.....................................................................49
2.7 Conclusions.........................................................................................................51
Chapter 3
Methodological Choices in Measuring Well-being .....................................55
3.1 Introduction.........................................................................................................55
3.2 Measuring and analysing income....................................................................56
3.2.1 Income composition..............................................................................56
3.2.2 Choice of time unit................................................................................58
3.2.3 Choice of income unit...........................................................................59
3.2.4 Choice of equivalence scales................................................................60
3.3 Data availability selection and adaptation.....................................................63
3.3.1 Choice of datasets..................................................................................64
3.3.2 The BHPS: an overview........................................................................65
3.3.3 Income data from the BHPS.................................................................66
3.4 Measurement of health using the BHPS.........................................................68
3.5 Conclusions.........................................................................................................71
Appendix 3A: Tables of Chapter 3................................................................................73
Chapter 4
The British Pension and Social Benefit System............................................75
4.1 Introduction.........................................................................................................75
4.2 The basic state pension (BSP)...........................................................................76
4.2.1 Coverage.................................................................................................77
4.2.2 Indexation...............................................................................................77
4.2.3 Contributions..........................................................................................78
4.2.4 The current level and growth of BSP..................................................78
4.3 Earnings-related state pensions........................................................................81
4.4 Old age social benefits.......................................................................................82
4.4.1 Means-tested state benefits...................................................................82
4.4.2 Other benefits.........................................................................................83
4.5 Private pensions..................................................................................................86
4.6 Income triggers in old age: stylised results....................................................88
4.7 Synthesizing discussion and conclusions.......................................................94
Table of Contents
Part II: Empirical Findings ..................................................................97
Chapter 5
Coupling of Disadvantages: An Assessment of
Income Deprivation and Limiting Health in Old Age................................99
5.1 Introduction.........................................................................................................99
5.2 Health well-being: the unidimensional measure.........................................101
5.2.1 Limiting health in old age: using individual indicators.................101
5.2.2 Limiting health in old age: aggregating individual indicators......110
5.2.3 Descriptive analysis of the aggregated indices................................113
5.2.4 Multivariate analysis of the aggregated index of health.................116
5.2.5 Summarising conclusions...................................................................120
5.3 Economic well-being: the unidimensional measure...................................120
5.3.1 Relative ranking of subgroups...........................................................120
5.3.2 Poverty statistics for older people s subgroups..............................123
5.4 Older people s well-being: the multidimensional measure.......................125
5.4.1 Economic status and disability..........................................................125
5.4.2 Incorporating the financial costs of disability.................................129
5.5 Conclusions.......................................................................................................143
Appendix 5A: Additional tables of Chapter 5..........................................................145
Chapter 6
Income Mobility in Old Age.........................................................................151
(jointly with Katherine Rake and Jane Falkingham)
6.1 Introduction.......................................................................................................151
6.2 Income mobility measures as welfare indicators.........................................153
6.2.1 Why study mobility during old age?................................................153
6.2.2 Income mobility in old age: is it a good or bad thing?.............154
6.2.3 Mobility in what?.................................................................................157
6.2.4 Income vs. consumption mobility.....................................................158
6.2.5 Absolute or relative mobility?............................................................158
6.3 Empirical choices in measuring mobility......................................................159
6.3.1 Methodological choices revisited......................................................160
6.3.2 Choice of numerical measures of mobility.......................................161
6.4 Income mobility in old age: univariate results............................................165
6.4.1 Aggregate measures of income mobility..........................................166
6.4.2 Income transition matrix as a mobility measure.............................168
6.4.3 Income trajectories as a mobility measure.......................................170
Well-being of Older People in Ageing Societies
6.4.4 Sensitivity analyses in measuring income mobility.......................173
6.5 Income mobility in old age: bivariate results..............................................176
6.5.1 Mobility experience of subgroups of the older population...........176
6.5.2 Income components and longitudinal variation.............................179
6.6 Conclusions.......................................................................................................184
Appendix 6A: Sample of older people used in Chapter 6......................................186
Appendix 6B: Table for sensitivity analyses..............................................................190
Chapter 7
Snakes and Ladders: Covariates of Income Mobility in Old Age...............195
7.1 Introduction.......................................................................................................195
7.2 The econometric models..................................................................................196
7.3 Empirical choices and descriptive results.....................................................198
7.3.1 The dependent variable......................................................................199
7.3.2 The explanatory variables..................................................................202
7.4 Results of discrete outcome econometric models........................................214
7.4.1 Results of the binomial logit model..................................................216
7.4.2 Results of the multinomial logit model............................................221
7.4.3 Results of the ordered logit model....................................................225
7.5 Conclusions.......................................................................................................227
Appendix 7A: The discrete outcome econometric models.....................................229
Chapter 8
Income Mobility of the Elderly in Great Britain and
the Netherlands: A Comparative Investigation.........................................237
(jointly with Klaas de Vos)
8.1 Introduction.......................................................................................................237
8.2 The datasets for Great Britain and the Netherlands....................................240
8.3 Comparative perspective on income mobility: empirical choices............242
8.4 Comparative perspective on income mobility: the context........................244
8.4.1 State provisions to pensioners...........................................................245
8.4.2 Private sources of pension income....................................................246
8.4.3 Relative well-being of elderly people:
Great Britain and the Netherlands....................................................246
8.5 Comparative perspective on income mobility: descriptive results...........251
8.5.1 Demographic attributes......................................................................255
8.5.2 Labour market attributes....................................................................257
8.5.3 Income attributes............................................................................257
Table of Contents
8.5.4 Sample attributes.................................................................................258
8.5.5 Implications for our multivariate analysis.......................................259
8.6 Comparative perspective on income mobility: multivariate analysis......259
8.7 Conclusions.......................................................................................................270
Appendix 8A: The Dutch Socio-Economic Panel (SEP) survey.............................273
Appendix 8B: Empirical choices.................................................................................276
Appendix 8C: Dutch pension system.........................................................................284
Appendix 8D: Older people as 65+ in Great Britain................................................287
Part III: Conclusions .............................................................................297
Chapter 9
Synthesizing Discussion and Conclusions .................................................299
9.1 Introduction.......................................................................................................299
9.2 Reviewing conceptual and empirical context..............................................300
9.2.1 Approaches in conceptualising older people s well-being............300
9.2.2 Empirical methods in measuring older people s well-being........301
9.2.3 British social assistance and social insurance system.....................302
9.3 Three themes of empirical research on older people s well-being............303
9.3.1 Multidimensional perspective on older people s well-being........303
9.3.2 Income dynamics within old age.......................................................304
9.3.3 Comparative investigation of income mobility in old age............306
9.4 Recommendations for future research..........................................................307
Bibliography...................................................................................................309
Index................................................................................................................315
List of Figures, Tables and Boxes
Figures
Figure 2.1: Resources and the standard-of-living sphere
for individual i............................................................................41
Figure 2.2: Restrictions in achieved functionings
and the capability set.................................................................48
Figure 3.1: SF-36 measurement model........................................................70
Figure 4.1: Proportion of British pensioners with private pension
income by age and sex, 1995.....................................................88
Figure 5.1: Deprivation incidence on physical functioning
of older men (Great Britain, 1999)..........................................106
Figure 5.2: Deprivation incidence on physical functioning
of older women (Great Britain, 1999)....................................106
Figure 5.3: Gender differences in deprivation with respect to
physical functioning (Great Britain, 1999)............................107
Figure 5.4: Per cent deprived at least once in physical
health indicators.......................................................................113
Figure 5.5: Per cent deprived at least once in mental 0
health indicators.......................................................................114
Figure 5.6: Per cent deprived at least once in role limitations
due to physical health and pain.............................................115
Figure 5.7: Per cent deprived at least once in role limitations
due to emotional problems.....................................................116
Figure 5.8: Standard of living, income and disability.............................131
Well-being of Older People in Ageing Societies
Figure 6.1: Income mobility as observed by transitions across
income classes of overall population, 1991-2000.................170
Figure 6.2: Income trajectories experienced by older
population, defined using absolute mobility.......................173
Tables
Table 3.1: McClements and square-root-of-household-size
equivalence scales in comparison to per capita scales..........62
Table 3.2: BHPS variables on health and disability.................................69
Table 4.1: Rates and growth of Basic State Pension (1991-2000)...........79
Table 4.2: Rates and growth of Income Support
for older people (1991-2000).....................................................85
Table 4.3: Disability and care benefits in old age (1991-2000)...............86
Table 4.4: Consequences of widowhood
(stylised results for 1994/95)....................................................89
Table 4.5: Sensitivity of equivalence scales in determining
consequences of widowhood
(stylised results for 1994/95)....................................................92
Table 5.1: Incidence of deprivation with respect to different
aspects of health for older people, subdivided
on the basis of sex and age......................................................103
Table 5.2: Descriptive statistics on two aggregated indices
of health, subdivided on the basis of age and sex...............112
Table 5.3: Multivariate analysis using mean score
as the dependent variable.......................................................119
Table 5.4: Relative position of subgroups of older people within the
overall population: cumulative shares in
income decile groups...............................................................122
Table 5.5: Poverty incidence and poverty intensity
amongst older people..............................................................124
Table 5.6: Incidence of disability across income decile groups
of the overall population, Great Britain in 1999...................127
List of Figures, Tables and Boxes
Table 5.7:
Table 5.8:
Table 5.9:
Table 5.10:
Table 5.11:
Table 6.1:
Table 6.2:
Table 6.3:
Table 6.4:
Table 6.5:
Table 6.6:
Table 6.7:
Table 6.8:
Table 6.9:
Table 6.10:
Disability score across income decile groups of
the overall population, Great Britain in 1999.......................128
Regression coefficients and the estimates of financial costs
of disability for single pensioners in 1999 (using self-
assessment of household s financial situation as an
indicator of living standards).................................................137
Equivalisation for disability, subdivided
across income decile groups...................................................140
Incorporating costs of disability: relative position of
subgroups of older people within the overall population
(cumulative shares in income decile groups of the
overall population)...................................................................141
Incorporating costs of disability: poverty incidence
and poverty intensity amongst older people.......................142
Cross-sectional inequality in Britain
during the 1990s (based on Gini coefficient)........................155
Income mobility amongst older and younger people:
Aggregate income mobility measures between
1991/1992 and 1999/2000.......................................................167
Income mobility amongst older people: Aggregate
measures for two sub-periods between
1991/1992 and 1999/2000.......................................................167
Income mobility amongst older people: relative mobility
across income quintiles of overall population.....................169
Income trajectories between 1991 and 2000, using
annual changes in one s own real income to define
absolute mobility......................................................................172
Income experience across subgroups:
Income trajectories using 15% change rule...........................178
Size and income package of older population
and subgroups..........................................................................180
Patterns of variations and changes in different
components of older people s income...................................181
Longitudinal variability in different components
of older people s income.........................................................183
Income trajectories for benefit incomes and non-benefit
incomes, from 1991 /1992 to 1999/2000, using smoothed
income and 15% change in one s own income rule.............184
Well-being of Older People in Ageing Societies
Table 7.1:
Table 7.2:
Table 7.3:
Table 7.4:
Table 7.5:
Table 7.6:
Table in-.
Table 7.8:
Table 7.9:
Table 7.10:
Table 7.11:
Table 7.12:
Table 8.1:
Table 8.2:
Table 8.3:
Table 8.4:
Income mobility of older people across sub-periods,
stratified on the basis of gender.............................................201
Income mobility linked with changes in marital status
of older people, stratified by gender.....................................204
Income mobility linked with changes in living
arrangements of older people, stratified by gender............206
Income mobility linked with changes in one s own
employment, stratified by gender..........................................208
Income mobility linked with changes in one s partner s
employment status, stratified by gender..............................209
Income mobility linked with the composition of
total pension income, stratified by gender...........................211
Income mobility linked with age groups,
stratified by gender..................................................................213
Income mobility linked with income classes (defined
using base year income), stratified by gender......................214
Binomial random effect logit model. Dependent variable:
15% fall in smoothed income..................................................218
Binomial pooled data logit model. Dependent variable:
15% change in smoothed income...........................................219
Multinomial logit: relative-risk-ratio of income mobility
for older people. Dependent variable: 5-categories
income mobility variable.........................................................223
Ordered logit model. Dependent variable:
5-category income mobility variable.....................................226
Cross-national comparison of relative well-being of older
people in Great Britain and the Netherlands between
1991 and 1997............................................................................248
Proportion of elderly people in various subgroups,
Great Britain and the Netherlands.........................................252
Cross-national comparison of a relationship
between income mobility and various attributes................253
Income mobility associated with demographic, labour
market and income attributes, as well as with base year
and panel length. Multinomial regression results for
Great Britain based on 1991-1997 BHPS................................262
List of Figures, Tables and Boxes
Table 8.5: Income mobility associated with demographic, labour
market and income attributes, as well as with base year
and panel length. Multinomial regression results
for the Netherlands based on 1991-1997 SEP.......................264
Table 8.6: Predicted probabilities of the incidence of income
mobility associated with various combinations
of attributes, Great Britain and the Netherlands.................268
Boxes
Box 7.1:
Box 8.1:
Box 8.2:
Box 8.3:
Box 8.4:
Description of sample in use..................................................215
Comparative overview of the BHPS and the SEP...............241
Empirical choices for a cross-national comparison
of income mobility...................................................................243
Five-outcome income mobility variable used
in this chapter............................................................................251
Significance and signs of coefficients included
in the final specification...........................................................260
Great strides towards rising human longevity in recent times pose new challenges for poli¬
cy-makers worldwide. Facing unprecedented rises in public social expenditures and needing to
mitigate the moral hazard of poverty in old age, policy-makers require a holistic understanding
of determinants of personal resources of older people. To this end, this book provides new
insights by reporting research in three themes.
•
In Theme I, Multidimensional well-being of older people, it is demonstrated that with
ageing, factors such as ill health and disability become ever more important in de¬
termining the personal well-being of older people, and these factors have financial
implications not captured by an analysis of income status alone.
•
In Theme II, Income experience in old age, the dynamics of older people s income have
been analysed, using descriptive statistics as well as econometric models. This approach
broadens the conventional snapshot-type analyses and provides insights about income
processes underlying the ageing experience.
•
In Theme III, Comparative perspective on income dynamics, the work reported in the
book evaluates how the relative importance of individual attributes and lifecourse events
differ in determining the income experience of older people who live in different systems
of social insurance and old-age social provisions in Britain and the Netherlands.
The results demonstrate that a careful scrutiny of existing state benefits designed to com¬
pensate for the extra costs of disability is essential, since their levels fall short of the extra
cost estimates obtained in this book. Moreover, these results present a strong case for develo¬
ping robust disability-adjusted poverty and inequality statistics to present alongside official
figures on pensioners incomes.
Perhaps the most important policy implication arising from this book is the extent to
which people are exposed to income mobility risks in their retirement. While individuals and
governments already safeguard against such hazards, this empirical research shows that these
measures will need to be strengthened in light of the increasingly longer time spent in the post-
retirement phase of life and in view of greater reliance by retirees on diverse and potentially
volatile sources of income. Moreover, the evidence of high inequality amongst pensioners needs
to be considered alongside the fact that older people observed considerable income mobility
and that income mobility is less frequent for those observed in low incomes.
The empirical work reported also highlights the importance of cross-national research on
income dynamics during retirement. The results provide important pointers towards how the
different social security systems affect the income risks associated with various attributes and
life-course transitions experienced by older people. A move towards the Dutch retirement
income system in which entitlements to the basic state pension are not linked to the labour
market association and means-testing is avoided will improve the relative status of the elderly
and will reduce financial insecurity allied with income mobility during retirement.
|
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| genre | (DE-588)4113937-9 Hochschulschrift gnd-content |
| genre_facet | Hochschulschrift |
| id | DE-604.BV035438606 |
| illustrated | Illustrated |
| indexdate | 2024-07-09T21:35:17Z |
| institution | BVB |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-017358887 |
| oclc_num | 269433298 |
| open_access_boolean | |
| owner | DE-12 DE-384 |
| owner_facet | DE-12 DE-384 |
| physical | 318 p. Ill. 24 cm |
| publishDate | 2008 |
| publishDateSearch | 2008 |
| publishDateSort | 2008 |
| publisher | Ashgate |
| record_format | marc |
| series | Public policy and social welfare |
| series2 | Public policy and social welfare |
| spelling | Zaidi, M. Asghar 1963- Verfasser (DE-588)136842720 aut Well-being of older people in ageing societies Asghar Zaidi Aldershot [u.a.] Ashgate 2008 318 p. Ill. 24 cm txt rdacontent n rdamedia nc rdacarrier Public policy and social welfare 30 Originally presented as the author's thesis (D.Phil.)--University of Oxford, 2004 Includes bibliographical references and index Age distribution (Demography) / Economic aspects Older people / Social conditions Age distribution (Demography) Economic aspects Older people Social conditions Altersstruktur (DE-588)4124541-6 gnd rswk-swf Bevölkerungsentwicklung (DE-588)4006292-2 gnd rswk-swf Einkommen (DE-588)4013887-2 gnd rswk-swf Alter (DE-588)4001446-0 gnd rswk-swf Wohlbefinden (DE-588)4124481-3 gnd rswk-swf (DE-588)4113937-9 Hochschulschrift gnd-content Alter (DE-588)4001446-0 s Einkommen (DE-588)4013887-2 s Wohlbefinden (DE-588)4124481-3 s Altersstruktur (DE-588)4124541-6 s Bevölkerungsentwicklung (DE-588)4006292-2 s DE-604 Public policy and social welfare 30 (DE-604)BV003672452 30 HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=017358887&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis Digitalisierung UB Augsburg application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=017358887&sequence=000004&line_number=0002&func_code=DB_RECORDS&service_type=MEDIA Klappentext |
| spellingShingle | Zaidi, M. Asghar 1963- Well-being of older people in ageing societies Public policy and social welfare Age distribution (Demography) / Economic aspects Older people / Social conditions Age distribution (Demography) Economic aspects Older people Social conditions Altersstruktur (DE-588)4124541-6 gnd Bevölkerungsentwicklung (DE-588)4006292-2 gnd Einkommen (DE-588)4013887-2 gnd Alter (DE-588)4001446-0 gnd Wohlbefinden (DE-588)4124481-3 gnd |
| subject_GND | (DE-588)4124541-6 (DE-588)4006292-2 (DE-588)4013887-2 (DE-588)4001446-0 (DE-588)4124481-3 (DE-588)4113937-9 |
| title | Well-being of older people in ageing societies |
| title_auth | Well-being of older people in ageing societies |
| title_exact_search | Well-being of older people in ageing societies |
| title_full | Well-being of older people in ageing societies Asghar Zaidi |
| title_fullStr | Well-being of older people in ageing societies Asghar Zaidi |
| title_full_unstemmed | Well-being of older people in ageing societies Asghar Zaidi |
| title_short | Well-being of older people in ageing societies |
| title_sort | well being of older people in ageing societies |
| topic | Age distribution (Demography) / Economic aspects Older people / Social conditions Age distribution (Demography) Economic aspects Older people Social conditions Altersstruktur (DE-588)4124541-6 gnd Bevölkerungsentwicklung (DE-588)4006292-2 gnd Einkommen (DE-588)4013887-2 gnd Alter (DE-588)4001446-0 gnd Wohlbefinden (DE-588)4124481-3 gnd |
| topic_facet | Age distribution (Demography) / Economic aspects Older people / Social conditions Age distribution (Demography) Economic aspects Older people Social conditions Altersstruktur Bevölkerungsentwicklung Einkommen Alter Wohlbefinden Hochschulschrift |
| url | http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=017358887&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=017358887&sequence=000004&line_number=0002&func_code=DB_RECORDS&service_type=MEDIA |
| volume_link | (DE-604)BV003672452 |
| work_keys_str_mv | AT zaidimasghar wellbeingofolderpeopleinageingsocieties |