Provision of care to dependent elderly parents or parents-in-law is an important part of intergenerational exchange within families, especially in countries where the long-term care system is based predominantly on family care. However, in mixed care networks, comprising family carer(s) and formal carer(s), care tasks are shared between family members and formal carers. We use the first Slovenian national survey of social home care users and their family members, collected in 2013 to observe characteristics and determinants of intergenerational financial transfers in families that use mixed care, within dyads comprising a care receiver and a family care giver. The findings show that there is a high proportion of financial exchange among the observed dyads. Furthermore, among the determinants, the income of the elderly person and amount of care received are important for financial flows upward (to the elderly parent) and downward (from the elderly parent). The two-way flows differ.
B.03 Paper at an international scientific conference
COBISS.SI-ID: 35441757The issue of intergenerational private financial transfers (IPFT) has so far received considerable scientific attention, but most of the research was focused on a certain cultural context (e.g., European countries: Laferrere and Wolff, 2006; Zissimopoulos and Smith, 2011; Emery, 2013, Kolodziejczyk and Leth-Petersen, 2013; Karagiannaki, 2015; USA: Schoeni, 1997; McGarry, 1999; Berry, 2008; Australia: King and McDonald, 1999; O’Dwyer, 2001). In our paper we use all existing harmonised surveys on ageing in the world that cover the topic of IPFT (SHARE, ELSA, HRS, KLoSA, JSTAR, CHARLS and LASI) to construct a large cross-cultural pooled dataset and study the IPFT in 21 European countries, USA, Korea, Japan, China and India. We test our main proposition that »the structure of IPFT closely reflects and is conditioned by the anthropological/cultural differences between the selected countries«, as well as several other derived hypotheses. We use microeconometric causal models, controlling for endogeneity using instrumental variables. Our analysis also includes cluster effects. We develop some additional statistical methods that are appropriate for the study of ageing and social phenomena in a multicultural context. We conclude by reflecting on our results and policy applications of the study.
B.03 Paper at an international scientific conference
COBISS.SI-ID: 1872270In the article we provide a new measure / scale to assess the unmet needs for long term care, based on SHARE data. Using 5th wave of SHARE data on ADL limitations we are able to prepare estimates of the number of persons 50+ with informal care or with unmet needs. But the existing data do not provide any information on the intensity of the declared limitations performing of daily living and thus categorization of these persons using the Care Dependency Scale. As the beneficiary must have at least one ADL limitation we decide to develop a limited assessment scale based on all 6 ADL activities and use it for the categorization of persons with informal care or unmet needs. Results obtained were compared with the results from the triage process for formal home care and first, rough, estimate of possible additional beneficiaries was done. Finally, a validation of the measure using econometric modelling was provided confirming a significant advance in the modelling terms when compared to the previous, more general classification.
F.24 Improvements to existing system-wide, normative and programme solutions, and methods
COBISS.SI-ID: 1851278