Reconceptualizing retirement: A status-based approach

Mental health around retirement: evidence of Ashenfelter's dip

BACKGROUND

Mental health issues among retirees have become increasingly concerning because the aging population presents a significant challenge globally, particularly in Western countries. Previous studies on this issue are plagued with bias owing to lacking panel data and estimation strategies. This study investigated the depression levels of European adults around the time of retirement.

METHODS

We used data obtained from Waves 1-7 of the Survey of Health, Ageing, and Retirement in Europe (SHARE) to create panel data covering the 2004-2017 period. Wave 3 (SHARELIFE) was excluded from the sample because it provided mismatched information. Fixed-effects (FE) and fixed-effects instrumental variables (FE-IV) models with multiple imputations were employed to examine the impacts of retirement on mental health before and after retirement, where being over pension age (normal and early) was used as the instrument variable.

RESULTS

Our results indicated that retirement based on aspirational motivations (β =  - 0.115, p < 0.001) and positive circumstances (β =  - 0.038, p < 0.001) significantly reduced depression, whereas retiring under negative circumstances could deteriorate one's mental health (β = 0.087, p < 0.001). FE and FE-IV models indicated that overall, retiring reduced retirees' depression (β =  - 0.096, p < 0.001 and β =  - 0.261, p < 0.001, respectively). The results of FE-IV models showed that adults planning to retire in the next two years experienced less depression compared with others in the workforce (λ =  - 0.313, p < 0.01). These adults must have adjusted their lifestyles in response to their impending retirement, thereby evincing Ashenfelter's dip. Two years after retirement, when the "honeymoon" phase was over, retirees may have completely adapted to their new lives and the effect of retirement was no longer important.

CONCLUSIONS

Retirement improves mental health before it happens, but not after. Increasing the pension eligibility age may postpone the beneficial effects of retirement on health. However, policy implications should be tailored according to the unique situations of each country, job sector, and population. Providing flexible schemes regarding retirement timing decisions would be better than a generalized retirement policy.

Being an academic retiree: a qualitative, follow-up study of women academics in the Republic of Ireland

Purpose

Retirement is a complex process that can impact daily lives and relationships. While some gender differences in academic retirement experiences have been noted, few studies have focused exclusively on women academics’ retirement experiences. This follow-up study aims to explore the meaning of retirement and its impact on retired women academics' daily lives and relationships over time from an occupational perspective.

Design/methodology/approach

Using a qualitative, longitudinal descriptive design, semi-structured interviews (n = 11) were completed with women retirees from one university and an academically linked university-level, college of education and liberal arts, in the Republic of Ireland (n = 11). This paper presents the findings of follow-up interviews conducted one year later (n = 10). Data were analysed using Braun and Clarke’s six-phase thematic analysis. A longitudinal analysis was then undertaken using a recurrent cross-sectional approach (Grossoehme and Lipstein, 2016) to enable discussion of changes and continuity that had occurred over time in their daily lives.

Findings

The analysis yielded four themes: (i) continuing to navigate occupational identity challenges, (ii) structuring free time, (iii) appreciating health and well-being and (iv) continuing meaningful professional relationships and activities. Participants described on-going occupational identity challenges linked with contextual factors and experiences of occupational injustices of lack of recognition, lack of inclusion and a lack of choice to continue working in their paid academic employment.

Originality/value

These findings suggest that occupational therapists advocate for older adults, so that meaningful choices in retirement timing can be offered to all equally and so that older people are acknowledged for their contributions to society.

User Requirements Analysis of an Embodied Conversational Agent for Coaching Older Adults to Choose Active and Healthy Ageing Behaviors during the Transition to Retirement: A Cross-National User Centered Design Study

Background: Retirement is recognized as a factor influencing the ageing process. Today, virtual health coaching systems can play a pivotal role in supporting older adults’ active and healthy ageing. This study wants to answer two research questions: (1) What are the user requirements of a virtual coach (VC) based on an Embodied Conversational Agent (ECA) for motivating older adults in transition to retirement to adopt a healthy lifestyle? (2) How could a VC address the active and healthy ageing dimensions, even during COVID-19 times? Methods: Two-wave focus-groups with 60 end-users aged 55 and over and 27 follow-up telephone interviews were carried out in Austria, Italy and the Netherlands in 2019–2020. Qualitative data were analysed by way of framework analysis. Results: End-users suggest the VC should motivate older workers and retirees to practice physical activity, maintain social contacts and emotional well-being. The ECA should be reactive, customizable, expressive, sympathetic, not directive nor patronizing, with a pleasant and motivating language. The COVID-19 outbreak increased the users’ need for functions boosting community relationships and promoting emotional well-being. Conclusions: the VC can address the active and healthy ageing paradigm by increasing the chances of doing low-cost healthy activities at any time and in any place.

Retirement? Other Ways Out of the Labour Market Are Far More Worrying for Health: Results from a Matching Approach Study

ObjectiveDespite a growing body of research, the effects of retirement on health are not clear. The study explores the role played by the path out of the labour market (formal retirement vs. unemployment or family reasons), accounting for individual heterogeneity. Methods: Propensity score matching approach is employed on longitudinal data from the Survey of Health, Ageing and Retirement in Europe (2004-2015). Results: While health does not change significantly for those who formally retire, it worsens considerably for those who leave the labour market for other reasons. Moreover, health outcomes turn out to be highly heterogeneous, depending on individual socio-economic and job-related characteristics. Discussion: Leaving the labour market in one's mature years is a complex transition. Future research should focus on understanding and combating the causes of premature exit from the labour market, a relevant concern both in economic terms and on health grounds, in the light of our results.

Escala (Re)Career - Estilos de Coping: validade de conteúdo

Resumo Este artigo apresenta o estudo da validade de conteúdo da Escala (Re)Career: Estilos de Coping, constituída por 36 questões acerca do modo como diferentes pessoas, com 55 anos ou mais, pensam e sentem as transições de carreira. A escala foi avaliada por especialistas reconhecidos em orientação vocacional (n = 6) e por um grupo de participantes (n = 4) pertencentes ao grupo-alvo a que o instrumento se destina. Avaliou-se a validade de conteúdo da escala, por meio da análise da relevância e clareza dos itens e da relação entre cada item e sua respectiva dimensão. Os resultados indicam qualidades satisfatórias concernentes à relevância (IVC =.991; Kappa =.488), associação entre item e fator (% acordo = 95%) e validade aparente, tendo sido sugeridas melhorias quanto à clareza de alguns itens (IVC =.944; Kappa =.379). Estes resultados justificam o investimento em estudos futuros de validação empírica, nomeadamente através de análises fatoriais.

Retirement can wait: a phenomenographic exploration of professional baby-boomer engagement in non-standard employment

This qualitative study explores the experiences of 23 professional baby-boomers in Australia who are challenging the traditional employment and retirement pathway through non-standard employment (NSE). We focus on professional part-time, casual and self-employed work within the kaleidoscope of various working arrangements that form NSE. Using a phenomenographic approach, we identified variations in how these older baby-boomers experience engagement in NSE. Our findings revealed five interrelated hierarchical categories of description, which posit a generally positive view of NSE and highlight financial stability, flexibility, continued activity, social ties and maintaining self-identity as key conceptions for work engagement. Our study suggests that NSE is an important and under-researched part of the labour market for baby-boomer professionals, that it can offer greater opportunities for engagement and that the traditional hard-boundary view of retirement as a defined lifestage is softening. It extends our understanding of baby-boomer engagement with NSE in the labour market and offers findings that may inform future policy and practice.

A Digital Coach Promoting Healthy Aging among Older Adults in Transition to Retirement: Results from a Qualitative Study in Italy

Global aging and increasing multimorbidity are questioning the sustainability of healthcare systems. Healthy aging is at the top of the world political agenda, as a possible means for hindering the collapse of care systems. In the aging process, the transition to retirement can lead to an improvement or a deterioration of physical and psychological health. Digital health coaching technology can support older adults at this stage, but what must be the role of such a solution in promoting healthy aging and shaping sustainable care? This qualitative study, carried out in Italy in 2019, involved 15 older workers, retirees, and colleagues. Based on a user-centered design approach, this study aims at gathering older adults’ feelings on a digital health coaching technology for exploring this solution’s potential in promoting healthy aging. Findings highlighted that the digital health coach may help older adults improve several health determinants, e.g., physical activity, cognitive capabilities, and social life, but it can also entail the risk of stigma and break people’s privacy. The latter can be guaranteed by technology customization and codesign. Further research on the digital health coach benefits to boost healthy aging is needed to understand its potential for shaping future sustainable healthcare.

The Unbearable Lightness of Being Retired

ABSTRACTIn this qualitative study, I followed an approach to examine perceptions about retirement, using an interview guide informed by the life course perspective, among 26 men and women who had retired from positions as chief executive officers. Three key themes emerged: (1) the importance of productivity and networking as participants rose up the corporate ladder; (2) the sense of having a "best before" date and experiencing societal pressures to retire; and (3) struggles with feeling insignificant in retirement while desiring personal fulfillment through continued engagement in paid work. These findings shed light on the value of using a life course perspective to examine retirement as both a personal experience and as a social phenomenon. Findings also contribute to theoretical understandings of productive aging by illustrating how preconceptions about productivity contrast with ideations of a leisure-filled retirement in ways that can foreshorten the employment contributions of some individuals.

Retirement Transitions among Baby Boomers: Findings from an Online Qualitative Study

ABSTRACTCanadian baby boomers began turning 65 - traditional retirement age - in 2011. How this generation perceives and experiences retirement may differ from preceding generations. In this online, grounded-theory study, 25 baby boomers who were approaching retirement or had recently retired participated in a multi-author blog about their retirement experiences and processes. We collected additional data via subsequent focus groups and participant interviews. Participants retired in several ways, including ceasing work, adopting casual or part-time work, and adopting new types of work. Findings highlighted three phases of the retirement transition: pre-retirement, characterized by both apprehension about retirement and idealization of the perfect retirement; the initial transition, which participants compared to an extended vacation, but in which they also struggled to adjust to increased amounts of free time; and mid-transition, when participants learned to balance structure and flexibility. Findings suggest that despite retirement transition challenges, many people have positive experiences with this transition.

Redefining agency in late life: the concept of ‘disponibility’

In light of an increased ageing population, policy makers are faced with the urgent problem of planning programmes that reflect active ageing or, in other words, the promotion of activities that help individuals to remain active in a societal context. The construct of agency, defined as the capacity to make decisions and to address situations depending on the individual's future plans, reflects a specific normative criterion: individuals are expected to live in an active and productive way, while those who are unable to live up to this expectation are considered dependent, passive, unproductive, weak. From a social constructionist perspective, the current study proposes a critical reflection on the qualities usually attributed to the construct of agency that are liable to appear reductive and oppressive when applied to an elderly population. Once the basic premises underlying agency, as it is commonly defined in the Western tradition, have been deconstructed, a different conceptualisation, based on interviews with older individuals, will be presented. The current work aims to produce a different conceptual framework that will permit examination of experiences and organisational modalities of agency typifying later life. The comments made by the interviewees in many cases resonate with ideas contained in Taoist philosophy and, more specifically, with the concept ofdisponibilité(or disponibility) outlined by the French sinologist François Jullien, which we discuss here.