This research report starts from the assumption that a solely geriatric and transport-related view of out-of-home mobility needs to be extended to incorporate other aspects of perceived and experienced mobility. In particular, our goal is to understand better the stability and change in people's perceptions of out-of-home mobility over ten years. We concentrate on: (a) the subjective meaning of mobility over time, including perceived changes in mobility and perceived reasons for change; (b) trends in satisfaction with various mobility domains; and (c) a case-oriented exploration of inter-individual variation over time. A qualitative–quantitative data-analytic approach was applied to data collected from 82 participants on three occasions over ten years in 1995, 2000 and 2005. The mean age of the sample in 2005 was 75.2 years. The results indicate overall stability in the meaning attached to mobility between 1995 and 2005, while the perceived changes point to major losses in the array of mobility experiences and decreasing satisfaction with mobility opportunities, out-of-home leisure activities and travelling, but in contrast satisfaction with public transport increased. Case studies exemplified the reasons for the pronounced variation in satisfaction with mobility dynamics over time. In conclusion, the findings confirm that out-of-home mobility remains of utmost importance when people move from late midlife into old age.

Cross-national comparisons employed welfare state classifications to explain differences in care use in the European older population. Yet these classifications do not cover all care-related societal characteristics and limit our understanding of which specific societal characteristics are most important. Using the Survey of Health, Ageing and Retirement (second wave, 2006–07), the effect of societal determinants relating to culture, welfare state context and socio-economic and demographic composition on informal and formal care use of older adults in 11 European countries was studied. Multinomial multi-level regression analyses showed that, in addition to individual determinants, societal determinants are salient for understanding care use. In countries with fewer home-based services, less residential care, more informal care support and women working full time, older adults are more likely to receive informal care only. Older adults are more likely to receive only formal home care or a combination of formal and informal care in countries with more extensive welfare state arrangements (i.e. more home-based services, higher pension generosity), whereas the odds of receiving a combination of informal and formal care are also larger in countries that specify a legal obligation to care for parents. We tentatively conclude that the incorporation of societal determinants rather than commonly used welfare state classifications results in more understanding of the societal conditions that determine older adults’ care use.

This paper deals with two related issues: (1) the extent to which older persons who require some assistance in the tasks of or resources needed for daily living actually receive such assistance from informal networks; and (2) the consequences of the receipt of this assistance for the older person.

An increasing number of middle-aged and older Americans are using social network sites (SNSs), but little research has addressed how SNS use is associated with social wellbeing outcomes in this population. Using a nationally representative sample of 1,620 Americans older than 50 from the 2012 Health and Retirement Study (HRS), we examine the relationship between older adults’ SNS use and social wellbeing associated with non-kin and kin relations and explore how these associations vary by age. Results of ordinary least-squares regression analyses suggest that SNS use is positively associated with non-kin-related social wellbeing outcomes, including perceived support from friends (β = 0.13; p < 0.001; N = 460) and feelings of connectedness (β = 0.10; p < 0.001; N = 463). Regression models employing interaction terms of age and SNS use further reveal that SNS use contributes to feelings of connectedness to a greater extent as people age (β = 0.10; p < 0.001; N = 463). Of all kin-related social wellbeing outcomes, SNS use only predicts increased perceived support from children (β = 0.08; p < 0.05; N = 410), and age negatively shapes this relationship (β = −0.14; p < 0.001; N = 410). As older people engage with an increasingly smaller and narrower network with a greater proportion of kin contacts, our results suggest that SNS use may help older adults access differential social benefits throughout later life.

The objective of this study is to describe the pattern of participation in leisure activities in an older population in relation to contextual factors as well as to mental and physical health. A cohort of 1,623 participants aged 75 or older living in Stockholm, Sweden was asked to list all the leisure activities they were engaged in. These were successively organised into 31 major categories and further grouped into mental, social, physical, productive and recreational types. The pattern of participation was examined in relation to age, gender, contextual factors (education, social network) and health status (depressive symptoms, cognitive impairment, dementia, somatic diseases and physical limitation). In spite of their advanced age, the majority of the population was active, as 70 per cent had participated in at least one activity. Reading (19%) was the most prevalent individual activity, and mental activities (43%) the most prevalent activity type. Older age, female gender, low education status, having a poor or limited social network, mental disorders, and physical limitation, were all factors correlated with a decreased engagement in ‘at least one activity’. Contextual factors and health-related factors were related to the five activity types in different ways. The pattern of participation in leisure activities is associated with multiple factors and their recognition is essential to the facilitation of an active lifestyle in the older population.

This study analyses the relationships between cognitive performance, social participation and behavioural risks, taking into account age and educational attainment. We examine individual data for 11 European countries and Israel from the first wave of the Survey on Health, Ageing and Retirement in Europe (SHARE). The stochastic frontier approach methodology enables us to identify different sources of plasticity on cognitive functioning while taking into account age-related decline in cognitive performance. Several social participation variables were examined: employment status, attending educational courses, doing voluntary or charity work, providing help to family, friends or neighbours, participating in sports, social or other clubs, in a religious organisation and in a political or community organisation, and we controlled for age, education, income, physical activity, body-mass index, smoking and drinking. In the pooled sample, the results clearly show that all kinds of social involvement enhance cognitive functions, in particular in work. Moreover, behavioural risks such as physical inactivity, obesity, smoking or drinking were clearly detrimental to cognitive performance. Models for men and women were run separately. For both genders, all social involvement indicators associated with better cognitive performance. The results varied by countries, however, particularly the signs of the associations with a number of indicators of social involvement and behavioural risks.

Person-centred provision of long-term care (LTC) requires information on how individuals value respective LTC services. The literature on LTC preferences has not been comprehensively reviewed, existing summaries are contradictory. An explorative, scoping review was conducted to provide a thorough methodological description and results synthesis of studies that empirically investigated LTC preference outcomes based on respondents’ statements. A wide search strategy, with 18 key terms relating to ‘LTC’ and 31 to ‘preferences’, was developed. Database searches in PubMed, Ovid and ScienceDirect were conducted in February 2016. The 59 studies meeting the inclusion criteria were grouped and methodically described based on preference elicitation techniques and methods. Despite substantial methodological heterogeneity between studies, certain findings consistently emerged for the investigated LTC preference outcomes. The large majority of respondents preferred to receive LTC in their known physical and social environment when care needs were moderate, but residential care when care needs were extensive. Preferences were found to depend on a variety of personal, environmental, social and cultural aspects. Dependent individuals aspired to preserve their personal and social identity, self-image, independence, autonomy, control and dignity, which suggests that LTC preferences are a function of the perceived ability of a specific LTC arrangement to satisfy peoples’ basic physiological and mental/social needs. Research on LTC preferences would greatly profit from a standardisation of respective concepts and methods.

This paper examines several aspects of the social situation of the older immigrant population in Switzerland. It reviews their demographic history and characteristics and provides profiles of their health and well being, their material standard of life and access to social security and related benefits. It reports selected findings from an original survey of older Italian and Spanish citizens who are resident in the country, which show relatively high rates of disadvantage and poverty. The determination of a large proportion of the immigrant population to remain in Switzerland after they have ceased work demonstrates that the minorities who entered the country as labour migrants will become a permanent element of the Swiss population and its society. Neither the politicians nor the general public in Switzerland have yet accepted the reality of this new diversity. Given the continuation and indeed growth of international labour migration, the paper concludes by discussing the social policy and attitudinal options that face the governments and the population of Switzerland and many other European countries.

Due to demographic changes and a widely supported policy of ageing in place, the number of community-dwelling older people will increase immensely. Thus, supportive neighbourhoods enabling older people to age in place successfully are required. Using Q-methodology, we examined older people's perceptions of the comparative importance of neighbourhood characteristics for ageing in place. Based on the World Health Organization's Global Age-friendly Cities guide, we developed 26 statements about physical and social neighbourhood characteristics. Thirty-two older people in Rotterdam, half of whom were frail, rank-ordered these statements. Q-factor analysis revealed three distinct viewpoints each among frail and non-frail older people. Comparisons within and between groups are discussed. Although both frail and non-frail older people strongly desired a neighbourhood enabling them to age in place, they have divergent views on such a neighbourhood. Older people's dependence on the neighbourhood seems to be dynamic, affected by changing social and physical conditions and levels of frailty.

‘Caring’ and ‘carers’ are words in frequent use in social policy, but their meaning is often vague and undefined, encompassing a wide range of activities and relationships. This paper discusses the meaning of caring and focuses particular attention on older carers. Secondary analysis of the 1985 Office of Population, Censuses and Surveys (OPCS) Informal Carers Survey data shows that of the estimated six million informal carers in Britain, the largest contribution is made by women in their early 60s, and that elderly men are more likely than younger men to be carers. The bulk of informal caring work, in terms of total time spent, is provided by co-resident carers, most of whom are a spouse or parent of the dependant. However, the largest number of those receiving help live in separate households, and these are mainly parents or parents-in-law of their carers. The emphasis on elderly people as a ‘social burden’ neglects their contribution as providers of informal care. Over a third of informal care to people over 65 is provided by elderly people. Elderly men and women provide equal amounts of co-resident care, reflecting gender equality in the care of elderly spouses. But among younger people marked gender differences are apparent in co-resident care, and in the provision of informal care to elderly people living in separate households.

There is growing interest in factors which can contribute to the wellbeing of older adults. Participation in learning could have beneficial effects, but to date research on the benefits of learning has tended to focus on young people or those in mid-life and there is currently little evidence on the impact of learning on the wellbeing of older adults. In this paper we provide new, quantitative evidence on the relationship between participation in learning and the wellbeing of older adults. Our study used data from the English Longitudinal Study of Ageing (ELSA), a continuing, longitudinal survey of older adults. To measure wellbeing we used the CASP-19 instrument, a subjective wellbeing measure which is available at all waves of the ELSA survey. Respondents were asked about four types of learning activity: obtaining qualifications; attendance at formal education/training courses; membership of education, music or arts groups or evening classes; membership of sports clubs, gym and exercise classes. To take account of unobservable factors which might influence wellbeing, we applied fixed effects panel regressions to four waves of ELSA data. Learning was associated with higher wellbeing after controlling for a range of other factors. We found evidence that more informal types of learning were associated with higher wellbeing. There was no evidence that formal education/training courses were associated with higher wellbeing.

Benevolent, long-term care can threaten older adults' sense of autonomy in a residential home environment. Increasing reliance on a hotel style of living has been seen to erode social identity, life satisfaction and even survival or lifespan. Drawing on evidence from both gerontological and social psychological literature, this paper examines the links between the empowerment of residents and their subsequent quality of life in the context of a move into a new care facility in a medium-sized town in South-West England. A longitudinal experiment was conducted during which 27 residents on one floor of a new facility were involved in decisions surrounding its décor, while those on another floor were not. The residents' attitudes and behaviour were monitored at three points over five months (four weeks pre-move, four weeks post-move, and four months post-move). Consistent with the social identity literature, members of the empowered group reported increased identification with staff and fellow residents in the new home, displayed enhanced citizenship, reported improved wellbeing, and made more use of the communal space. Moreover the staff found the empowered residents to be more engaged with their environment and the people around them, to be generally happier and to have better health. These patterns were observed one month after the move and remained four months later. Some implications for theory and practice are discussed.

Substitution among the providers of old-age care has usually meant a process whereby the state ‘takes over’ what families used to do, but during the 1980s and 1990s, both home help and institutional care were cut back substantially in Sweden as elsewhere. Comparable, nationally representative surveys in Sweden of the provision of care for older people living in the community enable analysis of the effects of these cutbacks on the sources and patterns of care. It emerges that increased inputs from families match the decline of public services, that is, a ‘reverse’ substitution has recently been taking place. Local studies, of older people who have been followed over time as the provision of home help has changed, support these conclusions. Of the increased informal care, most has been provided by daughters, but sons have also contributed. A problematic aspect of these shifting patterns of care is that an increasing number of family carers with increasingly heavy care commitments are now without formal or informal support, whereas in the recent past many could expect their responsibilities to be shared with the state. The evidence from this study also calls into question common metaphors and assumptions about the assumed interdependence between informal care and public services for older people, and challenges the so-called substitution thesis.

Norwegian elderly people today are clearly more aware of public help and services compared to the late 1960s, and a growing number of them prefer public rather than family help. A study in Oslo found that a majority would turn to the public services when in need of long-term help, even when children were living close by. Children or other informal helpers were preferred over the public services only when there was a need for short-term assistance. The growing preference for public help is taken primarily as a response to increased availability of public services, and not as a reflection of weaker inter-generational solidarity.

This article examines the mounting pessimism of policy-makers concerning the implications of societal ageing. It is argued that underlying this pessimism are primarily macroeconomic worries about the economic ‘burden’ that older people are said to represent to the economy and, specifically, the working population. It is suggested that, in turn, these particular concerns are ideologically inspired; hence it is the public expenditure costs of pensions and health care rather than, for example, the economic costs of ageing for older people and their families, that are the chief causes of anxiety. Thus political ideology has distorted and amplified the macroeconomic consequences of population ageing in order to legitimate anti-welfare state policies.

While Britain and the US represent leading examples of this trend, there is a danger that, inspired to some extent by the leading international economic agencies, other countries will follow their lead. An unintended result of doing so may be the growth of inter-generational conflict. This concept has achieved quite wide currency in the US literature and has been influential in some policy circles. It is subjected to close scrutiny and found deficient as a basis for policy-making. In conclusion some lessons are drawn about the failure of orthodox social gerontology to counteract the pessimistic accounts emanating from economic and demographic analyses and the need for a more critical stance by the discipline.

This paper presents key findings of a recently completed socio-legal study of international retirement migration in the European Union (EU). It highlights the diverse nature of retirement migration and the differential citizenship status that is formally granted to various groups of retired migrants. ‘Citizenship of the European Union’ (Articles 17–22 of the Treaty establishing the European Community) bestows important social and political rights on nationals of EU Member States (‘Community nationals’). These rights are not, however, universal or based on nationality as such. In practice, the residency and social rights that a mobile EU national can claim in another Member State depend on the type of social contribution they have made and their personal relationships. Contributions through paid employment and/or membership of the family of a mobile EU worker gives rise to maximum social benefit. Whilst the European Union citizenship provisions extend residency rights to all EU nationals (irrespective of work status), those whose mobility is not connected to employment derive significantly inferior social entitlements when resident in a host Member State. Put simply, the rights of people (and members of their family) who move following retirement in their home country differ substantially from those who retire following a period of working in another Member State (and achieve the status of ‘community migrant worker’ prior to retirement). This formal ‘discrimination’ is further compounded by the diversity of the social welfare systems of the member states that results in distinct social, economic and spatial inequalities across the EU. To that extent, the ‘choice’ of retirement location significantly impacts on citizenship status. However, retired migrants are not merely passive spectators of formal rights and policies. Many show considerable skill in actively managing their rights (at both national and EU levels) and other resources to optimise personal benefit. This ability to maximise wellbeing is unevenly distributed.

Health services research has been dominated by the biomedical paradigm and positivism, and the funding cultures of biomedicine have dictated the choice of method used by researchers. Social science paradigms, however, have been recognised as increasingly important within health services research and both quantitative and qualitative methods are accepted as appropriate. Older people with dementia have usually been excluded from or marginalised in studies about dementia because of traditional assumptions about the ability or appropriateness of people with dementia to act as participants or respondents. The choice of research method should be driven by theory and not by ideological or political prescription. Theory-driven pluralistic approaches to method will facilitate participation of people with dementia in research through the valuing of personhood. There are no unique methodological challenges in researching dementia. Rather, the complex nature of dementia and dementia care highlight the methodological challenges of investigating complex social phenomena.

China's population has been ageing rapidly since the 1980s, with 178 million older persons (60 years or over) in 2010 and 450 million expected by 2050. The sheer size of the ageing population means that there is an urgent need to tackle ageing issues and improve social policies in order to achieve intergenerational solidarity, sustainable development and a harmonious society. This paper will summarise the issues and debates in the past decade on social exclusion and discuss the progress of policies and practices with respect to social inclusion. The focus of discussion will be on (a) ways to improve the social security system so as to achieve a better balance of formal and informal supports, (b) development of community services for meeting the needs of older people living alone or having special needs in daily living, and (c) new initiatives for balancing formal support and filial piety, taking into account the younger generation's expectation that in order to maintain the important role of filial piety in modern China, the ability to fulfil filial obligations must be supported by the development of formal support beyond the family. In addition, some emerging issues and challenges will also be discussed.

Although accumulated research findings point to both short- and long-term salutary effects of time volunteering on older adults' physical and mental health, little research has been done on the effect of older adults' making charitable donations on their wellbeing. Guided by activity theory and the theory of volunteering and using data from the first and second waves of Midlife Development in the United States (MIDUS, 1995–1996 and MIDUS II, 2004–2006), this study examined the question of whether time volunteering and charitable donations nine years earlier had a positive direct effect on psychological wellbeing among individuals age 55 and above. Controlling for time 1 (T1) psychological wellbeing and T1 human, cultural, and social capital resources, a moderate amount (up to ten hours monthly) of T1 time volunteering and any amount of T1 charitable donations had a direct positive effect on time 2 (T2; nine years later) psychological wellbeing. The findings also show a greater effect on psychological wellbeing of any amount of charitable donations than of any amount of time volunteering, although the extent of the effect of both time volunteering and charitable donations was small. With regard to human, cultural, and social capital resources, T1 self-rated health and generative quality were significant predictors of T2 psychological wellbeing, but T1 social capital had no significant effect on T2 psychological wellbeing.

This article describes and evaluates cash-for-care programmes for older people in four European countries, namely Home-Care Grants in Ireland, Direct Payments in the United Kingdom (England), Service Vouchers in Finland and Personal Budgets in The Netherlands. The purpose is to raise understanding of the background and reasons for the introduction of cash-for-care programmes and their impact on the countries' care regimes. It is argued that while the motives for introducing cash-for-care programmes in the four countries are similar, namely to promote choice and autonomy, to plug gaps in existing provision, to create jobs, and to promote efficiency, cost savings and domiciliary care, the relative importance of these goals varies. Current cash-for-care programmes have comparatively modest coverage as compared with direct service provision and provide no more than an optional, supplementary source of care in three of the studied countries. Cash-for-care schemes have not radically transformed the care regimes in Finland, The Netherlands or the United Kingdom. In Ireland, however, the restricted availability of alternative forms of formal service provision means that the expansion of cash-for-care might shift care provision significantly towards private provision and financing.