This study examined the associations between a large set of health indicators and wellbeing among older people (aged 66 or more years) in Sweden. The data were drawn from the Swedish Panel Survey of Ageing and the Elderly (PSAE), with variables covering information about health, daily activities, social interaction, anxieties and worries, and economic hardship. A series of confirmative factor analyses were used to reveal if and how indicators of living conditions could be subdivided into latent factors, and several socio-economic and socio-demographic variables were used as their predictors. Differences between men and women and between a number of age groups of old people were systematically scrutinised. The preferred representation of the data was a nested model that identified one global factor, which related to all manifest indicators, and three residual factors that measured the specific experiences of physical impairment, psychosocial distress and economic difficulties. The findings improve our understanding of the relationships between indicators of health and wellbeing and the various latent dimensions that simultaneously affect response patterns. More importantly, they also facilitate our understanding of older people's wellbeing and assists the interpretation of single, commonly used indicators such as subjective health.

In recent years, increasing public attention has been paid to voluntary action, civic engagement and philanthropy. It is in this framework that the growing numbers of childless older people are regarded as a valuable source of charitable giving. In fact, by giving to philanthropic foundations – instead of consuming their wealth or leaving inheritances – childless donors may develop into pioneers in the field of post-familial civic engagement. The article explores the circumstances under which childless older people adopt this behaviour in both Germany and the United States of America. It is found that making large donations or setting up philanthropic foundations is still an elite phenomenon, but on the other hand that establishing a foundation is attractive for childless people, both as a means of ensuring that one's name lives on, and as a way of organising bequests. Educational level, ill-health, social capital and religiosity all positively reinforce the inclination of childless people to transfer resources to charities. It is also shown that the institutional framework or organised fundraising has a large role in fostering charitable giving among the childless. The framework of charity organisations and fund raising in the country of residence plays an important role in determining the expansion and democratisation of charitable giving.

Retirement villages have been slow to emerge as a housing model for older people in the United Kingdom (UK) but the sector is now growing rapidly, with an increasing number of both private and not-for-profit developers entering the market. Research findings to date have indicated high levels of satisfaction among residents, but commentators have criticised this form of provision on the grounds that they are only an option for the better off. This paper reports a study of a retirement village that has attempted to address this issue by integrating residents from a range of socio-economic backgrounds and by making various tenures available in the same development. The paper begins with a brief history of retirement villages in the UK and an overview of the concept of community, including those of communities of place and interest and their role in social policy. The presented findings highlight a number of factors that impact on a resident's sense of community, including social interaction, the development of friendships, the built environment and the existence of common interests. The discussion focuses on the development of cross-tenure social networks and how residents' health and social status shapes community experience. It is concluded that the clustering model of mixed tenure is likely to emphasise differences in the socio-economic backgrounds of residents and that the success of retirement villages as communities depends on grasping the subtleties of the diversity of later life.

Personal relationships are an integral part of living, working and visiting in care homes, but little research has made relationships the main focus of enquiry, and there have been few studies of the perspectives of residents, staff and family members. The study reported here sought to redress this neglect. Using a constructivist approach, the nature and types of relationships between residents, staff and family members were explored in three care homes in England using combined methods including participant observation, interviews and focus groups. The data collection and analysis occurred iteratively over 21 months and three types of relationships were identified: ‘pragmatic relationships’ that primarily focus on the instrumental aspects of care; ‘personal and responsive relationships’ that engage more fully with the particular needs of individual residents; and ‘reciprocal relationships’ that recognise the roles of residents, staff and family members in creating a sense of community within the home. This paper explores the contributions made by staff, residents and family members in the development of these relationships. The findings enhance our understanding of the role of inter-personal relationships in care home settings and of the factors that condition them. The implications for developing improved practice in care homes are also considered.

This paper reviews the position of old age in the societies of post-Roman Europe, from the fifth to the 10th centuries. Drawing on both primary and secondary literary and material sources of the period, I suggest that living beyond the age of 60 years was an uncommon experience throughout the early Middle Ages. Not only was achieving old age a minority experience, it seems to have been particularly concentrated among the senior clergy. This, together with the growing importance of the Christian Church as the institution that stabilised post-Roman society, the decline of urban living and its attendant culture of leisure and literacy, and the transformation of kinship into a symbolic ‘family under God’ contributed to a more favourable status for old age, or at least one that was particularly favourable for older men. This was based not so much upon the accumulation with age of wealth and privilege, but upon the moral worth of old age as a stage of life. The early Middle Ages, the so-called ‘Dark Ages’, was in this respect a relatively distinctive period in the history of old age. With all around instability and the future uncertain and often threatening, survival into old age was a rare but frequently revered attainment.

The benefits of a strong proximal social network for people as they advance in age are well documented, but the continuation or development of social networks may be challenged when people relocate to a new home on retirement. This paper explores the personal network development of older residents who have moved to a new suburban (but not age-specific) residential development in a general urban setting. Drawing on a case study of a new outer-suburban ‘master planned estate’ in Brisbane, Queensland, the findings from interviews with 51 older residents and participant observations of a community group are presented. The study suggests that a traditional ideal of unreflexive community of place was an unreliable source of durable social bonds in contemporary fragmented and mobile social conditions, where the proximity of family members, durability of tenure and strong neighbourly ties are not inevitable. One successful resolution was found in a group of older residents who through exercising agency had joined a group the sole focus of which was social companionship. The theoretical bases of this type of group are discussed and its relevance is examined for retirees who have chosen to live in a residential environment for lifestyle and amenity reasons, away from their lifelong social networks.

The ‘Barriers to Access to Care for Ethnic Minority Seniors’ (BACEMS) study in Vancouver, British Columbia, found that immigrant families torn between changing values and the economic realities that accompany immigration cannot always provide optimal care for their elders. Ethnic minority seniors further identified language barriers, immigration status, and limited awareness of the roles of the health authority and of specific service providers as barriers to health care. The configuration and delivery of health services, and health-care providers' limited knowledge of the seniors' needs and confounded these problems. To explore the barriers to access, the BACEMS study relied primarily on focus group data collected from ethnic minority seniors and their families and from health and multicultural service providers. The applicability of the recently developed model of ‘candidacy’, which emphasises the dynamic, multi-dimensional and contingent character of health-care access to ethnic minority seniors, was assessed. The candidacy framework increased sensitivity to ethnic minority seniors' issues and enabled organisation of the data into manageable conceptual units, which facilitated translation into recommendations for action, and revealed gaps that pose questions for future research. It has the potential to make Canadian research on the topic more co-ordinated.

Research has shown that the level of activity of the residents of a city's neighbourhood is related to the availability of activity-related resources. This study aimed to characterise the housing environment in which many older adults live by exploring what activity-related resources were available in senior apartment buildings in one Canadian city, Winnipeg. Of 195 senior apartment buildings in the city, 190 were surveyed to examine whether variation in the buildings' activity resources was related to neighbourhood characteristics, particularly socio-economic status. Resources were classified as those for physical activities (e.g. exercise classes), social activities (e.g. card games), and services (e.g. a grocery-store shuttle). The neighbourhood characteristics were taken from census data and included socio-economic and socio-demographic measures. The apartment buildings varied considerably in the resources available, and a positive relationship was found between neighbourhood income and physical and social activity programmes and services. Lower residential stability and a higher percentage of residents living alone were also related to the buildings' resource-richness, and senior apartment buildings with limited activity-related resources clustered in disadvantaged neighbourhoods. How senior apartments are resourced should be examined in relation to the neighbourhood in which they are located.

Inter-vivos financial transfers from older parents to their adult children are widespread in the United States. Childless people may simply make fewer transfers. On the other hand, because their giving is away from children, their decisions are more complex in that there are multiple potential targets of approximately equal attractiveness. Using data for 1996 to 2004 from the United States Health and Retirement Study, this article examines the differences between parents and childless older people in financial transfers to people other than their children. The results show that, overall, parents tend to give less than the childless to other people. However, some variation is found depending on the nature and target of the gift. Having children does not affect giving to charities but does reduce the prevalence of giving to parents, but not nearly as much as the reduction in giving to family and friends. It can therefore be concluded, first that there is little substitution between personal and impersonal transfers; secondly, that the sense of obligation to parents is not reduced by giving to charities or to children; and thirdly, that having children reduces the need to satisfy the desire for family and social ties by means of links to family and friends.

The need for an understanding of ‘ageing in place’ as a progressive process has emerged among researchers in the field of environmental gerontology. The aim of this study was to explore this process, in relation to home modification services. Four older adults who had applied for home modification services in one Swedish municipality were included. Data were collected by open interviews with the participants in their homes on subsequent occasions, from before the modification had been installed until recognised stability in the situation relating to the home modification. In the analysis, the concept of place integration was used as a tool to explore the active relations that connect people and context over time. The main findings show that the participants used creativity and initiative to direct future situations towards increased possibilities for action. This indicates that services aiming to support people ‘ageing in place’ should be directed towards increasing possibilities for action rather than only facilitating activity performance. Furthermore, it can be concluded that if the service-users' creativity and efforts are recognised as resources in design and provision of services, services that aim to support individuals who are ageing in place have the potential to be empowering.

This study examined the cross-sectional association of bone and joint diseases with health-related quality of life (HRQoL) among 850 randomly sampled people aged 60 or more years in a rural area of Bangladesh. Information about arthritis, back and joint pain was collected through self-reports and two physicians' assessments at a health centre. Health-related quality of life was measured using a multi-dimensional generic instrument designed for older people that has questions on the construct's physical, psychological, social, economic, spiritual and environmental dimensions. Bivariate analyses showed that the most negative effects of bone and joint diseases were on the physical and psychological dimensions. Hierarchical linear regression analyses revealed that joint pain, whether doctor-diagnosed or self-reported, and self-reported back pain were all associated with lower HRQoL scores and accounted for almost 20 per cent of the variation (adjusted for age, sex, education, marital status, household size, income, expenditure and occupation). The analyses further revealed that women with self-reported back pain had significantly lower psychological, environmental and overall HRQoL scores than equivalent men, while self-reported joint pain was associated with significantly lower scores only for the environmental dimension. The strong association of bone and joint diseases with HRQoL underscores the importance of regarding these illnesses as public health problems.

Elderly storytellers are often at pains to represent multiple past identities even within the scope of a single account. Some of these identities may be incompatible, as when the teenage hell-raiser straightens out to become the perfect home-maker, and then after her husband dies becomes a successful business woman. Retrospective reassessment follows from long and varied experience, and hence becomes a natural resource for storytellers old enough to have had the time to re-evaluate events. Further, comments about people and places from the past automatically force a shift between the telling frame and the narrative frame; they create the impression that the teller's present identity is not representative of all aspects of the narrator's projected identity. In addition, elderly narrators insert others' perspectives into their stories, as when a widow explicitly introduces the perspective of her deceased husband into a story in progress. Elderly tellers convey multiple identities beyond what they project, and their listeners form opinions of them based both on what they reveal about their pasts and how they reflect on them from their current perspectives, and this also results in the construction of multiple and on occasion conflicting identities. This article reports an analysis of such discourse practices in stories told about themselves by people aged 80 or more years living in Indiana.

This paper examines the relationship between informal care and ending paid work for working women of three age groups (up to 30, 31–49 and 50 or more years) in 1995 in Belgium. It explores the effect of being a carer for older adults on the probability of ceasing to work. Most particularly, it focuses on the effect of the care intensity in the different age groups. The analyses use data from the European Community Household Panel (ECHP). A sample of 24,592 working women living in 11 European countries was followed from 1995 to 2001. Multivariate analyses for the entire sample show that the simple fact of caring or not did not influence the probability of ceasing work, but that providing light care had a negative effect, suggesting the presence of a respite effect. As for the effects specific to each age group, caring did not have any effect for women aged 31 to 49 years, but for the other two age groups, women who provided light care were less likely to cease work than those not caring for an older person. In contrast, providing heavy care increased the probability of ceasing work, but only for those aged 50 or more years. The findings suggest that studies of and policies related to informal care and its consequences should give more attention to age group differences.

This paper examines the ways in which older people depict verbally the life changes that accompany old age. It reports a study of Japanese elderly women's casual conversations with their friends, during which they talked about their husbands' deaths and illnesses. A frequently observed discourse practice among old people is ‘painful self-disclosure’ (PSD), in which unhappy personal information on one's ill health, immobility or bereavement is revealed and speakers describe themselves using negative stereotypes of old age. During the observed conversations, however, the PSD accounts were frequently accompanied by humour and laughter. This paper examines the complex structure of the PSDs. To exemplify, a simple statement of death and illness given early in a conversation is later elaborated with descriptions of unremarkable domestic events, e.g. complaints about the husband's behaviour. Through shifting the frame of the narrative to quotidian normality, the elderly speakers convert painful life events to everyday matters that they can laugh about. Furthermore, it was found that the humour is sustained through interactions during which the hearers often laughed with the speaker. The study suggests that the disclosure of age-related negative experiences is not necessarily uniformly gloomy, but rather is combined with expressions of personal and social identities and nuanced and modulated through a complex resolution of the speaker's intentions and social expectations.

This paper examines the impact of the out-migration of adult children on older parents' inter-generational support and psychological wellbeing in rural China. The sample comprised 1,237 older Chinese people aged 60 or more years in the rural province of Anhui, China, who completed baseline and follow-up questionnaires in 2001 and 2003, respectively. The differences between older parents with and without migrant children in 2001 in their support and psychological wellbeing in 2003 were examined using independent t-tests, as were changes over the two years in support and wellbeing. Multiple regression models were used to examine the impact of baseline out-migration on the psychological wellbeing of older parents at follow-up. The results showed that, compared to parents without migrant children in 2001, the parents of migrants had significantly more monetary support, less instrumental support, and a lower level of depression in 2003. Such differences may be attributed to different support resources and health status, but the regressions revealed that when the positive effect of inter-generational support was taken into account, older parents with more migrant children tended to have significantly more depression and lower life satisfaction. The findings point to the importance of continued inter-generational support after out-migration in maintaining parental wellbeing.

Given the increased heterogeneity of the transition from work to retirement, this study aimed to analyse the associations between different reasons for retirement and psychosocial wellbeing as a pensioner. The study used data from the Swedish Panel Survey of Ageing and the Elderly (PSAE), a nationally representative survey of the living conditions of older people in Sweden. The results show that almost one-half of all pensioners cited health problems as a contributory reason for ceasing work. Furthermore, those who retired for ‘push’ reasons, such as health problems or labour market factors, experienced lower psychosocial wellbeing than those who retired for other reasons. Moreover, the results show that those who were able to influence the time of their retirement enjoyed better psychosocial wellbeing than those who had little or no opportunity to do so. This was true when controlling for other factors relevant to the wellbeing of pensioners. The results lend support to the argument that, if a man's retirement is instigated because his skills are no longer required, there will be a decidedly negative effect on his wellbeing – and that this effect is stronger than the equivalent impact on a woman's wellbeing. In relation to previous findings in this field, the results make it clear that retirement is far from a uniform process or state.

This study examined whether formal care services delivered to frail older people's homes in France and Israel substitute for or complement informal support. The two countries have comparable family welfare systems but many historical, cultural and religious differences. Data for the respondents aged 75 or more years at the first wave of the Survey of Health, Ageing and Retirement in Europe (SHARE) were analysed. Regressions were examined of three patterns of care from outside the household: informal support only, formal support only and both formal and informal care, with the predictor variables including whether informal help was provided by a family member living in the household. The results revealed that about one-half of the respondents received no help at all (France 51%, Israel 55%), about one-tenth received care from a household member (France 8%, Israel 10%), and one-third were helped by informal carers from outside the household (France 34%, Israel 33%). More French respondents (35%) received formal care services at home than Israelis (27%). Most predictors of the care patterns were similar in the two countries. The analysis showed that complementarity is a common outcome of the co-existence of formal and informal care, and that mixed provision occurs more frequently in situations of greater need. It is also shown that spouse care-givers had less formal home-care supports than either co-resident children or other family care-givers. Even so, spouses, children and other family care-givers all had considerable support from formal home-delivered care.

Using data from the first wave of the Netherlands Kinship Panel Study conducted in 2002–03, this paper examines the economic, psychological and social wellbeing among 1,467 men aged 40–59 years with different parenthood histories and circumstances: the childless, fathers who live with their children, non-co-resident fathers, and ‘empty-nest fathers’. The gerontological interest is whether there are variations in wellbeing by parenting, and whether they persist in old age. The results showed that fathers have higher incomes than childless men, regardless of their partner history. As regards psychological wellbeing, men's partner history counts, not their parenthood status. Being single contributes to low levels of psychological wellbeing. The findings provide evidence of the socially integrating effects of parenthood and for men's ‘good-provider’ role. Childless men and non-co-resident fathers report poorer quality family relationships. In addition, childless men were least likely to report helping others in the community. Overall, more support is found for the notion that fatherhood is a transforming event than that the wellbeing benefits derive from fathering activities. The paper concludes with a discussion of the implications of the findings for inequalities in wellbeing and informal support among the male members of the cohort born during 1943–63 when they reach old age.

Many current discussions of welfare state reforms focus on the ‘young old’, a group now generally perceived as healthy people past retirement age without a legal responsibility for dependent persons in need of care. For the welfare state, they constitute a resource whose activities are hard to steer. This article focuses on the influence of the welfare state on the number of ‘young old’ people. It describes different ways in which the welfare state influences the number of young old persons, and investigates whether variations in the regulations for the ages of normal, early and late retirement are the prime cause. The paper also estimates the share of the young old among those aged 50–90 years in 10 European countries in 2004 using comparable survey data. These shares ranged between 36 and 49 per cent for men and between 35 and 52 per cent for women. High shares were found in continental European countries, and low shares in Scandinavian countries and the United Kingdom. The shares in southern European countries varied among the countries and by gender. To explain the variations in the share, country differences in retirement regulations proved helpful but insufficient. When the overall influence of the welfare state on the share of young old persons in the population was analysed, a country-characteristic pattern emerged.

The article explores the ways in which older workers' career trajectories influenced their exit from or continuity of employment in the Australian information technology (IT) industry. The data were collected through qualitative interviews with 71 employees of 10 small and medium-sized IT firms as part of the cross-country Workforce Ageing in the New Economy project (WANE), which was conducted in Canada, the United States, Australia and several European Union countries (the United Kingdom, Germany and The Netherlands). The analysis revealed that older IT workers' capacity to envisage careers beyond their fifties was constrained by age-based ‘normative’ capability assumptions that resulted in truncated careers, dissuaded the ambition to continue in work, and induced early retirement. The workers' constricted, age-bound perspectives on their careers were reinforced by the rapid pace of technological and company transformations. A structural incompatibility was found between the exceptional dynamism and competitiveness of the IT industry and the conventional age-staged and extended career. The analysis showed that several drivers of occupational career trajectories besides the well-researched health and financial factors predisposed ‘default transitions’ to exit and retirement. The paper concludes with policy and practice recommendations for the prolongation of IT workers' careers and their improved alignment with the contemporary lifecourse.