Drawing on a qualitative study of thirty-two women aged between 35 and 85, this paper links women's experiences of giving and receiving care in the informal sphere to their wider social and ideological context. While subjects subscribed to cultural assumptions about families, responsibility, gender and old age, they experienced awkwardness in translating them into their own lives. Younger women and women looking back on their middle years experienced contradiction between the cultural expectation that they be responsive to others and their wishes for self-enhancement. Older women experienced contradiction between the cultural imperative to be unburdensome and independent and their wish for security. Feelings of guilt and shame were associated with not living up to these expectations. They rendered subjects' concerns, individual failings and stifled expression of their needs. To facilitate such expression and work towards social policies that enhance women over the life course, it will be necessary to envision alternative types of supportive services and to challenge the ideological barriers to their use that the subjects of this study had so acutely internalised.

Care management has become a key component in the development of community-based care in many countries, and this paper examines the different care management arrangements for older people's services that are now emerging. It has been United Kingdom government policy since 1989 that the providers of social services develop care management systems, as confirmed in the White Paper, Modernising Social Services. The paper opens with the background to the policy changes and a discussion of the role of care management in the British social care system. Secondly, evidence from the early phases of care management development is examined; and thirdly, the evidence from a major national study of care management arrangements for older people on the patterns of variation on key dimensions is considered.

Ageing in Place policies have transferred responsibility for many frail elderly people and those living with dementia from residential to in-home care. Despite this placing a greater obligation on families, in Australia carers continue to under-use day respite services. This qualitative design study identified issues around the use of day respite care from the perspective of the family carer, focusing on barriers to attendance and strategies to facilitate attendance. Telephone interviews were held in 2007 with Tasmanian carers whose family member refused to attend day respite care (ten carers) and those whose family member attended (17). Carers considering day respite care were often overwhelmed by the quantity of information, confused about the process, and worried about the recipient's safety in an unfamiliar environment. They felt anxious about public acknowledgement of the condition leading to fear of embarrassment. Day respite care users appreciated the break it provided them and the opportunity for their family member to socialise. To facilitate a greater uptake of day respite care, reliable information sources and strategies to help carers deal with the emotions they face on a daily basis, together with a wider social acceptance of dementia, are important. Furthermore, carers need an opportunity to talk with others, enabling them to gain support from those who have successfully introduced a family member to day respite care.

Using an interdisciplinary model of financial planning, we investigated the factors contributing to perceived adequacy of retirement savings among Hong Kong workers by replicating a previous study of American and Dutch workers. The model was also tested for age differences in the way in which the variables operated within the model. These questions were examined using data from a phone survey conducted with 999 Hong Kong workers in 2012. We examined three psychological factors (future time orientation, goal clarity and financial knowledge), three social support variables (early learning from parents, spousal support and friend support) and three institutional factors (quality of employer pensions, trust in banks and fund managers, and trust in the government), as well as retirement savings planning activity and perceived retirement savings adequacy. Path analyses were used to test the model for the whole sample and separately for younger (N=437) and older (N=562) workers. Although a few age differences were found in the path analyses, the model was found to be useful in explaining the factors contributing to retirement savings planning and practices. Finally, we discuss how our findings differ from those of prior studies, and we assess their theoretical and practical implications.

Introducing the special issue, this paper provides a state-of-the-art on established and new trends in the study of international retirement migration (IRM) and summarises the five papers that follow. Early studies on IRM were mainly within Europe and drew on the conceptual framework of lifestyle migration, with some reference to the transnational and mobilities paradigms. New frontiers in IRM are presented under three heads. Firstly, new geographical frontiers extend IRM to new destinations within and proximate to Europe, and to new locations in the global South such as Thailand and Ecuador. Secondly, new typological frontiers involve a broadening of the class and wealth backgrounds of the retirees, including the ‘return of retirement’ of labour migrants to their countries of origin, and attentiveness to IRM's gendered aspects. Thirdly, new conceptual and theoretical frontiers of IRM involve a more in-depth investigation of its transnational aspects, exploration of the various regimes of mobility and, most importantly, a political economy perspective which stresses global inequalities and histories of colonialism in shaping access to privileged lifestyles. In the final part of the paper, the original features of each paper in the special issue are highlighted, demonstrating how they are collectively integrated and contribute to the advancement of IRM research.

Focusing on loss or maintenance of identity in persons with dementia may affect how they are approached and cared for. We performed a longitudinal study of 17 elderly persons with early-stage dementia with the aim of exploring changes in the experience of living with dementia. The major theme – a struggle to be valued – was clearly present in follow-up interviews. However, we observed a gradual shift in the concept of being valued: a shift from ‘being valued for what you do’ toward ‘being valued for who you are’. This progression represents a shift from performance-related core values of identity to those that are existentially related. These findings suggest that the self can be maintained by adjusting to loss.

The authors investigated generativity – the concern in establishing and guiding the next generation – as a mediator of the relationship between family business owners' age and succession in family businesses. Data came from 155 family business owners in Germany from different industries between the ages of 26 and 83 years. Results showed that age was positively related to generativity, and that generativity, in turn, positively influenced an objective measure of family succession. Generativity fully mediated the positive relationship between age and family succession. The findings suggest that generativity is an important psycho-social construct for understanding ageing, careers and succession in family business settings.

The study examines whether social capital affects health of older people more strongly than it affects health of younger individuals. Following Pierre Bourdieu's concept, social capital has been analysed on a cognitive dimension, distinguishing between institutional and informal social capital. The analysis is based on the data of the Austrian Health Interview Survey 2006–07 with a representative sample of 15,575 people. Multivariate linear regression models were calculated. Measures of health and social capital were operationalised by indices based on the quality of life inventory of the World Health Organization, the WHOQOL-Brief questionnaire. The analysis has shown institutional social capital to be significantly more important for health of older people (60 years or older) than for younger people. There is a gender difference in the interaction between informal social capital and age in their association with psychological health. In contrast to the sub-sample of women, the psychological health of older men is more strongly affected by a lack of informal social capital than that of younger men. Institutional social capital is of special importance for the health of older people. Therefore health-promotion activities for older people should include activities to strengthen their social capital.

This paper reports on the analysis of data collected in a study looking at older people moving into nursing and residential homes. Using life history methodology, participants are interviewed before and after arrival at homes in order to determine the process of adapting to their new environment. Initial data analysis indicates that this process requires extensive social activity on the part of the new resident, involving negotiation of complex social conventions. The discussion focuses on two themes which have been identified from the data: constructing familiarity whereby participants use sometimes tenuous knowledge of people and places to make the home seem less strange, and managing the self, whereby familiarity is used as a means of permitting social conversation to take place without leaving residents open to the dangers of being intrusive. These two themes have relevance for the way in which new residents can be introduced to homes, and the way in which the social skills of older people are viewed.

Theoretical approaches to conceptualising the notion of generativity have been psychologically or psychosocially based and assume generativity to be a universal phenomenon. Because psychological issues are subsumed within a cultural context, we suggest that generativity is not a universal psychological principle but rather a cultural construct. In this paper we argue that generativity must be analysed as a product of American culture and its embeddedness in individualism. Through an analysis of ethnographically based interviews with 161 older women we illustrate how generative behaviour is inextricably tied to a constellation of American beliefs about the nature of the self, the meaning of death, and attempts to attain immortality that are informed by the ideology of individualism.

Drawing upon interviews with 22 young athletes aged on average 20 years, this article examines the ways in which they used observations of the ageing and old age of their family members to shape the ways in which they anticipated the ageing of their own bodies. The representations of the bodies, roles and lifestyles of their parents and grandparents provided ‘narrative maps’ that held pre-presentations of the young athletes' possible futures. They included both preferred and feared scenarios about middle age and old age, particularly the opportunities they would have for maintaining physical activity and the appearance of their bodies. The young men's and the young women's narrative maps differed: the women's accounts of old age gave more prominence to the loss of appearance, while the men's focused more on the loss of control and independence. The informants were highly sensitised to the biological dimensions of ageing which, for them, meant the inevitable decline of the material body, especially in performance terms, and both genders recognised social dimensions, particularly that responsibilities to jobs and family would constrain the time available for exercise. To understand more fully young athletes' experiences of self-ageing, and the family as a key arena for the embodied projection and inscription of ageing narratives, further research is required.

There has been very limited debate about the usefulness of links between later life and disability studies. The paper reviews the arguments for and against a closer association. The social model of disability makes crucial the separation of disability from impairment and shows that it is society that does the disabling. This is never so clear as in the case of housing policies for older people, the focus of this article. Older people suffer discrimination and have to submit to a medical model of later life if they receive health or social care services. The argument against an association between later life studies and disability studies is that later life is an immensely diverse experience, much of it nothing to do with disability. Moreover, some older people reject the negative connotation when later life is equated with disability. The paper argues, however, for a specific application of the social model of disability to the situation of older people with impairments who receive services. It also asserts that the social model of disability can be accommodated in critical gerontology and, in particular, in a post-modern perspective. The paper concludes with examples of the value of the social model of disability at both the policy and political levels.

Personal values are framed by social contexts and carried through a person's lifecourse, but are sufficiently malleable to adapt to changing conditions. The dynamic character of personal values should be more frequently recognised in studies of inter-generational ties. This study examines the relationships between two generations of Singaporean women and their divergent values about gender roles, preference for the gender of children, family formation, care-giving and living arrangements. Younger women embrace more western views, while their older counterparts uphold Confucian values. Previous studies have tended to characterise inter-generational ties as conveying ‘conflict’ or ‘solidarity’, but here the concept of ‘ambivalence’ is employed to show that contradictory values co-exist, and that inter-generational ties encapsulate the negotiated outcome of complex attitudes, values and aspirations.

The aim of the study was to assess the prevalence of abuse among the residents of long-term care facilities in Israel, and its associations with risk indicators. Seventy-one such residents aged 70 or more years were assessed in the internal and orthopaedic departments of two university medical centres for possible abuse by carers at the long-term facilities from which they were admitted. The study collected socio-demographic and health profiles and a list of maltreatment or abusive acts, and administered the Signs of Abuse Inventory and the Expanded Indicators of Abuse Questionnaire. Among the 71 residents, 31 per cent reported some form of maltreatment, most being instances of disrespectful behaviour. Signs of abuse, mostly of neglect, were detected in 22.5 per cent of the sample. Hierarchical regression analysis revealed that higher scores on risk indicators and higher dependence on others for the activities of daily living significantly associated with reported abuse, while age, gender, risk indicators and lower blood albumin level (being an indicator of worse nutritional and health status) significantly associated with identified signs of abuse. It is concluded that direct questioning mainly discloses instances of disrespectful behaviours and humiliation, while the assessment of signs of abuse is more sensitive to cases of neglect. Risk indicators were found to be reliable indicators of abuse. Routine screening for these indicators is recommended to improve detection and thereby to prevent abuse in long-term care facilities.

The study objective was to explore the views of residents and relatives concerning the physical design of extra-care housing. Five focus groups were conducted with residents in four extra-care schemes in England. One focus group was carried out with relatives of residents from a fifth scheme. Schemes were purposively sampled to represent size, type, and resident tenure. Data were analysed thematically using NVivo 8. Two over-arching themes emerged from the data: how the building supports the lifestyle and how the building design affects usability. Provision of activities and access to amenities were more restrictive for residents with disabilities. Independent living was compromised by building elements that did not take account of reduced physical ability. Other barriers to independence included poor kitchen design and problems doing laundry. Movement around the schemes was difficult and standards of space and storage provision were inadequate. The buildings were too hot, too brightly lit and poorly ventilated. Accessible external areas enabled residents to connect with the outside world. The study concluded that, while the design of extra-care housing meets the needs of residents who are relatively fit and healthy, those with physical frailties and/or cognitive impairment can find the building restrictive resulting in marginalisation. Design across the dependency spectrum is key in meeting the needs of residents. Inclusive, flexible design is required to benefit residents who are ageing in situ and have varying care needs.

This paper presents a case study of the challenges and requirements associated with harmonising data from two independently-conceived datasets from The Netherlands and the United Kingdom: the Longitudinal Aging Study Amsterdam (LASA) and the Nottingham Longitudinal Study of Activity and Ageing (NLSAA). The objectives were to create equivalent samples and variables, and to identify the methodological differences that affect the comparability of the samples. Data are available from the two studies' 1992–93 surveys for respondents born during 1908–20, and the common data set had 1,768 records and enabled the creation of 26 harmonised variables in the following domains: demographic composition and personal finances, physical health, mental health and loneliness, contacts with health services, physical activity, religious attendance and pet ownership. The ways in which the methodological differences between the two studies and their different selective attrition might lead to sample differences were carefully considered. It was concluded that the challenges of conducting cross-national comparative research using independent datasets include differences in sampling, study design, measurement instruments, response rates and selective attrition. To reach conclusions from any comparative study about substantive socio-cultural differences, these challenges must first be identified and addressed.

The ‘person–object relations’ of the elderly has yet to be fully exploited as an opportunity for gerontological research and insight. We have yet to examine in any exhaustive way how elderly people treat consumer goods and consumption activities as sources of cultural meaning, and how they manipulate this meaning in order to accomplish certain kinds of social and cultural work in their lives. The object of the present paper is to review the emerging field of person–object studies and to note three of the research objectives that emerge from it for the study of people in later life. It will examine the way in which they use objects (1) for mnemonic (aide-mémoire) purposes, (2) to negotiate transitions in self and status definition, and (3) as instruments of cross-generational influence. Each of these questions will be discussed with illustrative material from an ethnographic research project now in progress. Practical implications of each question are noted.

The concept of ‘active ageing’ has received much attention through strategic policy frameworks such as that initiated by the World Health Organisation, and through government and non-governmental organisation initiatives. The primary goal of these initiatives is to encourage older people to be active and productive, and to enhance quality of life, health and wellbeing. It is well known that with increasing age, night-time sleep deteriorates, which has implications for how older people maintain activity levels, and leads to an increased propensity for day-time sleep. Using data from 62 interviews with people aged 65–95 years living in their own homes who reported poor sleep, this paper explores the meanings of day-time sleep, and how the attitudes and practices of ‘active ageing’ are intricately linked to the management of day-time sleep and bodily changes that arise from the ageing process. The desire to be active in later life led to primarily dichotomous attitudes to day-time sleep; older people either chose to accept sleeping in the day, or resisted it. Those who accepted day-time sleep did so because of recognition of decreasing energy in later life, and an acknowledgement that napping is beneficial in helping to maintain active lives. Those who resisted day-time sleep did so because time spent napping was regarded as being both unproductive and as a negative marker of the ageing process.

Widowhood becomes increasingly common with advancing age, and spousal bereavement is likely to present additional challenges for adults in very late life. However, previous studies have not considered the potential heterogeneity of the experience of widowhood for different age cohorts. This study provided a novel examination of the experience of social resources during widowhood in the fourth age. Semi-structured interviews were conducted with 20 widowed older men and women in the fourth age, i.e. aged 85 years and older. Participants were asked about their access to, and mobilisation of, social resources during widowhood in the fourth age. The role that these resources play in adjustment to spousal loss was also explored. During this phase, widowhood was associated with diminished social networks and concurrent challenges related to ageing and health which impacted upon support needs and social participation. Despite requiring and receiving increasing levels of social support, participants strove to maximise independence. Males and those widowed during the fourth age were more likely to experience social isolation, loneliness and unwanted informal support. Through the mobilisation of social resources many oldest-old widowed adults continue to lead socially engaged and meaningful lives. The implications of the findings for future policy and practice are discussed, including the need for programmes to promote the continuing independence, self-directedness and social engagement of widowed individuals experiencing advanced ageing.

There has recently emerged in the writings of those who have adopted an overtly ‘radical’ approach to social work and the welfare state, a coherent interpretation of how the status of older persons is lowered in the course of the development of industrial capitalism. The focus in these recent writings is on the social creation of dependent status and the structural determinants of the competitive relationship between elderly individuals and younger adults in the labour market. This paper reviews the arguments of this school of thought arguing firstly that it fails to take sufficient account of the longer term population history of England, suggesting that the contrast between the middle and later twentieth century and the nineteenth century is apparently so marked largely because of the atypicality of the latter period when high fertility and rapid demographic growth produced an historical minimum for the proportion of the elderly in the total population. A second failure in this recent radical or marxist research is that it also does not take sufficient account of the kinship system in north west Europe which appears to have created a situation of structured dependency of the elderly on the collectivity irrespective of the specific mode of production. Pre-industrial north west Europeans exhibited a striking contrast in this particular cultural trait with many, indeed most non-industrial societies outside Western Europe or regions populated by emmigrants from that area.