This paper reports a study of family and family-like interactions and transfers, or exchanges of goods and resources, between paid, round-the-clock, Filipino home carers and those they care for in a sample of households in Israel. Qualitative interviews about their experiences and attitudes concerning the care role were conducted with 22 family members and 29 Filipino home-care workers. A thematic analysis of the interview data identified three major themes: the structure and internal dynamics of the adapted family or family-like system of care; the role of family members; and the role of Filipino home-care workers in the new system of care. Sons and daughters tended to appropriate the care-management positions and to reduce their social and emotional support for the care recipient. In contrast, spouse care-givers continued to provide some of the personal and emotional care even when a Filipino home-care worker was employed. Filipino home-care workers were made responsible for daily care and domestic routines and provided emotional and social care. It was found that family members do not relinquish their role as care-givers when round-the-clock foreign carers are on hand, but the nature of their role changes. The results suggest that foreign home-care workers' job description needs to be redefined to acknowledge the substantial social and emotional care that they provide.

The degree of social support available to older persons who are institutionalised is under-researched. This study investigated the structural and functional support exchanges with their social network members of 72 nursing home residents in Hong Kong (58 women, 14 men). They were asked to identify their network members, to evaluate the degree to which each one was important in their lives, and to rate the support received from and provided to each individual. The participants reported few network members (average 2.6) and in many cases neither a spouse nor children were included. Only one-fifth of the participants reported a social network member in the nursing home, and most of those who did nominated a member of the staff. There were also few friends in their networks. On the whole, the participants were comparatively socially isolated. The findings were explained in terms of the shame associated by the Chinese with placement in an institutional home, cultural patterns of social support, changes in children's filial attitudes, home placement policies, and the management practices that accentuate the distance between the older person and family members around the time of institutionalisation. These inculcate a feeling of abandonment, and discourage family visits as well as social interactions within the home.

The papers in this special issue contribute to the growing body of research on sociolinguistic and discursive interpretations of mid and later life by investigating some of the identity affordances and constraints associated with ‘being middle-aged’ or ‘being old’. The papers here offer qualitative, contextually based analyses of a broad range of data and use various methodological and theoretical perspectives: narrative theory, critical pragmatics, social theory and discursive psychology. The main focus is on the ways in which change impacts on the ageing individual, and how this change is discursively interpreted and negotiated both by and for or about individuals in diverse social frames. We examine age and change as they interact with personal and social identity in personal diary accounts, in print, on the television and web media, in conversations amongst friends and acquaintances, in interviews and during storytelling. Language and communication are examined as resources for making and interpreting the meanings of ageing, at both the macro (societal) and micro (individual and inter-personal) levels.

An increased demand for long-term care services coupled with the decreased availability of informal (family) carers in many industrialised countries has led to the employment of growing numbers of ‘migrant care workers’. Little is known about this heterogeneous group or of their experience of employment in long-term care. Providing an important insight into a hitherto little researched and poorly understood topic, this article presents the findings of a qualitative study in Ireland that sought greater understanding of migrant carers' experience of care work and of the intra-group differences among them. The findings suggest that some members of the long-term care workforce are more likely to confront obstacles and discrimination than others. The data indicate that the experiences of European, South Asian and African carers are significantly different and that relationships may exist between carers' region of origin and their experience of care work, employment mobility and long-term plans for remaining in the sector. The findings underscore the significance of acknowledging the unique barriers and obstacles faced by particular populations of care workers. A better understanding of the changing demographic profile and needs of both care recipients and their paid (migrant) care-givers is required to ensure that appropriate policy and practical interventions are developed to support both groups.

In common with other developed countries at the end of the 20th century, modernising public services was a priority of the United Kingdom (UK) Labour administration after its election in 1997. The modernisation reforms in health and social care exemplified their approach to public policy. The authors were commissioned to examine the evidence base for the modernisation of social care services for older people, and for this purpose conducted a systematic review of the relevant peer-reviewed UK research literature published from 1990 to 2001. Publications that reported descriptive, analytical, evaluative, quantitative and qualitative studies were identified and critically appraised under six key themes of modernisation: integration, independence, consistency, support for carers, meeting individuals' needs, and the workforce. This paper lists the principal features of each study, provides an overview of the literature, and presents substantive findings relating to three of the modernisation themes (integration, independence and individuals' needs). The account provides a systematic portrayal both of the state of social care for older people prior to the modernisation process and of the relative strengths and weaknesses of the evidence base. It suggests that, for evidence-based practice and policy to become a reality in social care for older people, there is a general need for higher quality studies in this area.

Intergenerational transfers play an important role in individuals' lives across the lifecourse. This paper reviews theories on intergenerational transfers and social change to inform our understanding of how changes in the educational context that arise from the spread of mass education influence children's support of their parents. By examining multiple aspects of the educational context in rural Nepal, including husbands' and wives' education and exposure to schools, this paper provides new information on the mechanisms through which changes in social context influence children's support of their parents. Multilevel logistic regression was used to estimate the relationship between schooling, exposure to schools, and the likelihood of couples giving to their parents. It was found that schooling and exposure to schools have independent and opposite effects on the support of older parents. Higher levels of schooling for husbands were associated with a higher likelihood of having given support to husbands' parents. On the other hand, increased exposure to schools for husbands and wives was associated with a lower likelihood of having given to wives' parents. The findings provide evidence that multiple motivations for intergenerational support exist simultaneously and are related to social context through different mechanisms.

This study analyses the development of the economic wellbeing of Swedes aged 65 years and older from 1990. This period was characterised by Sweden's deepest and most prolonged recession since the Great Depression, but was then followed by buoyant growth. In a series of interventions from 1991 through to 1998, pensions were cut and their full price indexation abandoned. In spite of these dramatic measures, this study shows that pensioners fared better than the working-age population, but also that poverty among older Swedes increased in absolute terms. During the following years of rapid economic growth, in contrast, the growth in pensioners' income fell behind that of workers and their relative poverty increased. The analysis shows that the limited resources of many older Swedes put them close to a social poverty line. The study also shows that income inequality among older Swedes has grown with the increasing importance of capital income for the better off. We conclude that the increasing gap between better-off and worse-off older people raises issues about the future provision of expenditures on public services for them. The paper concludes that, overall, poverty among older people in Sweden remains low by international standards and that the Swedish welfare state has maintained its resilience.

This paper is a study of the discursive management of notions of change and continuity in interview talk. It presents selected short empirical examples from interviews with 22 Finnish baby-boomers, and discusses the methodological and theoretical issues that arise. Following a review of the major approaches to the study of age identity, the analytic intersection between qualitative gerontology and discursive psychology is explored. The analysis identifies how the frequent use of a ‘provisional continuity device’ enables speakers simultaneously both to acknowledge and to distance themselves from factual notions of physical or psychological lifespan change. The key methodological argument is that the discursive analysis of age-in-interaction cannot necessarily be achieved through the myopic micro-study of discursive strategies, but rather two suggestions are made. First, it is argued that analytically-anchored and rigorous discursive gerontology that both systematically draws on and contributes to the broad field of discursive research provides a means by which to test empirically post-modern conceptualisations of age identity. Second, it is suggested that analyses of age-talk in everyday and institutional settings provide an analytical and theoretical middle-ground between the macro versus micro or ‘microfication’ debate in gerontology.

Whether filial piety or financial support to older parents is eroded or maintained through societal modernisation is an unresolved issue in China and a matter of widespread concern. Whereas structural-functionalist theories predict erosion, alternative views suggest that modernisation reduces filial piety only minimally or conditionally. One possible condition that resists the modernisation effect is education. The impacts of modernisation and its interaction with Chinese education are therefore the focus of this study. Using various sources, the paper reports analyses of the relationships between the levels of modernisation in six Chinese cities, measured by average gross domestic product per capita, the average wage and the percentage of the workforce that are employed in the service sector, and variations in expressions of filial piety and cash payments to parents. Representative samples of the cities' adult residents were used. It was found that filial piety and cash payments were lower when the citizen was in a city with higher or more advanced modernisation, and that the reduction in affirmations of filial piety associated with higher modernisation was less among citizens with higher education. It is concluded that educational policy and practice can be a means to sustain filial piety in the face of modernisation.

How can the ‘social capital’ inherent in social networks provide contacts through which older people access practical and emotional support? What is the relative importance of kin and non-kin, and of participation in organisations and informal ties such as contacts with neighbours? Following a brief contextualisation that draws on previous literature, this paper addresses these questions through analysis of British Household Panel Survey (BHPS) data. It examines the extent to which people feel they can count on emotional and practical support from friends and relatives. A dependent variable was created that measures the outcome of the ‘social capital’ residing in a respondent's social network. Relatively poor support was found amongst elders who were childless or had been continuously without a partner; relatively rich support was found amongst those who had frequent contact with other people, who interacted frequently with neighbours, and who regarded their neighbourhood as a positive social environment. Being active in organisations had less effect on social support than informal social contacts. Amongst many different forms of organisational activity, the only ones that had a positive association with social support were being in contact with others through religious activities, and engaging in sports clubs. The social support of working-class elders, even those ‘well networked’ in formal or informal ways, was strengthened less by their social capital than was that of the professional and managerial occupational groups.

The present study affirms previous research findings that volunteering satisfies personal needs but goes further by considering the factor of collective identity for volunteers and its consequences for them. The study specifically focused on older volunteers working at zoos. In the initial phase at Central Park Zoo 30 volunteers completed a short self-completion questionnaire. The second phase involved one-on-one interviews with 21 Bronx Zoo volunteers with a collective self-esteem scale. The responses indicated that the volunteers considered the collective identity of zoo volunteer to be important to their self-concept and believed that this identity is held in high public esteem. The results also suggested that identity as a zoo volunteer not only satisfies personal needs, as found by other volunteer studies, but that the collective identity supports external activism based on shared values. It was concluded that the collective environmental identity facilitated by volunteer work at the zoos provides affirmational social support for the volunteers' work as environmental conservation advocates, and enhances their sense of purpose and self-efficacy.

In this introductory article for the special issue on Childlessness and Intergenerational Transfers, we first discuss the prior research literature and then overview the presented contributions. Up to now, childless older adults have been treated for the most part as both homogeneous and a problematic group. This does not do justice to the different pathways to childlessness: there are those who actively forgo having children, those who defer births so long that they involuntarily become childless, and those who are not fecund or lack a partner. It also neglects the changing social profile of the childless, e.g. the shift from less educated to more highly-educated women. Most importantly, it fails to recognise what childless older people give to others. The studies presented here aim to redress these two deficits in previous research. They examine how the consequences of childlessness are mediated by the pathways to and motivations for being childless and by factors such as gender, education and marital history, and they also examine what childless older adults provide to their families and to society at large. Such adults establish strong linkages with next-of-kin relatives, invest in non-family networks, and participate in voluntary and charitable activities, and broadly do so to a greater extent than older people with surviving children.

The end of the ‘Golden Age’ of welfare capitalism in the 1970s was the prelude to a period of greater individualisation within societies and was accompanied by an increase in the importance of consumption as a way of organising social relations. During the same period there was also an expansion in the discourses aimed at enhancing the government of the autonomous self. One such discourse operates around what has been termed the ‘will to health’: it suggests that health has become a required goal for individual behaviour and has become synonymous with health itself. The generational groups whose lifecourses were most exposed to these changes are now approaching later life. We explore the extent to which social transformations related to risk, consumption and individualisation are reflected in the construction of later-life identities around health and ageing. We examine how the growth in health-related ‘technologies of the self’ have fostered a distinction between natural and normal ageing, wherein the former is associated with coming to terms with physical decline and the latter associated with maintaining norms of self-care aimed at delaying such decline. Finally, we consider anti-ageing medicine as a developing arena for the construction of later-life identities and discuss the implications of the social changes for researching later life.

Through increased longevity, older people today live for many years in retirement. Research on the everyday lives of older women and men who are not in need of help from elder care is scarce. This paper reports an in-depth study of a small sample of such relatively healthy older people in Sweden. The aim of the study was to describe, analyse and interpret from a lifecourse perspective how older women and men experience everyday life. Twenty informants were recruited through advertisements and they were interviewed twice. They were aged 75 to 90 years at the first interview. The informants belong to the cohort that was born before the Second World War and they have witnessed and benefitted from both unprecedented economic growth and the development of the Swedish welfare state. Both the men and the women had been in paid work outside the home, and once retired they were determined to remain active. Even though many had found that their capacities had reduced, the informants spontaneously stressed the importance of continuing to be physically and mentally active. They saw life as meaningful because they sustained links in different ways with kin, friends and organisations. They wanted to remain active as long as possible, even when a decline in health reduced the range of activities that they could pursue.

How do we experience ageing, how do we interpret changes in our lives and what do we say about the passage of time? The aim of this paper is to present longitudinal evidence about the personal and social significance of birthdays in adult life and, in particular, how birthdays contribute to a sense of ageing. The primary source of data is the Mass-Observation Archive at the University of Sussex. Members of its panel of ‘ordinary’ people living in the United Kingdom were in 1990 invited to write anonymously about celebrations, and in 2002 they were invited to write more specifically on the topic of birthdays. A total of 120 accepted both invitations and 55 included accounts of their last birthday in both submissions. As a consequence, it is possible to compare what they wrote on the two occasions and how this reflects their unfolding experience and changing feelings about age. The analysis reveals the personal salience of the date of a birthday and of continuity in how birthdays are celebrated. Who remembers birthdays and who participates in their celebration reflect the generational structure of families and age-related patterns of friendship. Birthdays are used to celebrate collective continuity more than individual change.

This paper examines older women's experiences and perceptions of clothing prescriptions for adults in later life. Using data from in-depth interviews with 36 women aged 71 to 93 years, we investigate the stringent, taken-for-granted social norms that older women identified with respect to appropriate fashion for the ageing female body. Specifically, the participants argued that older women should refrain from wearing bright colours and revealing or overly suggestive styles. Expressing a preference for classic or traditional styles, the women also reported that they used clothing strategically to mask or compensate for bodily transgressions that had occurred over time as a result of the physical realities of ageing, including weight gain, altered body shapes, wrinkles and sagging or ‘flabby’ arms and necks, referred to respectively as ‘bat wings’ and ‘turkey wattles’. In addition, the women contended that they consciously chose their clothing styles to compensate for age-related health issues and/or to present a competent, healthy self to others. Finally, the women talked about the ways in which their clothing choices were influenced by their changing lifestyles and constrained by a lack of desirable and affordable clothing options for the older female body. The findings are discussed in the light of Erving Goffman's concept of stigma and contemporary theorising about ageing, ageism, beauty work and the body.

This study examines whether and how couples share the provision of informal care for their parents. Four waves of the British General Household Survey contain cross-sectional information about caring for parents and parents-in-law. Descriptive and multivariate analyses were conducted on 2214 couples that provided parent care. The findings emphasise married men's contribution to informal caring for the parental generation and at the same time demonstrate the limits of their involvement. Spouses share many parts of their care-giving but this arrangement is less common with respect to personal and physical care. The more care is required the more likely are people to participate in care for their parents-in-law. More sons-in-law than daughters-in-law provide care but, once involved, daughters-in-law provide on average more hours of care than sons-in-law. Own full-time employment reduces both men's and women's caring for their parents-in-law, and men's caring drops further if their wife is not in the labour market. The findings suggest that daughters-in-law often take direct responsibility whereas sons-in-laws' care-giving depends more on their wives' involvement. Children-in-laws' informal care-giving might decrease in the future because of women's increasing involvement in the labour market and rising levels of non-marital cohabitation in mid-life.