Britain's minority ethnic groups are numerous and diverse, and among them there are complex relationships between their origins, the timing of their arrival by decade and the age of the migrants, their geographical distribution in Britain, and gender differences in their occupational status distributions. All of these lifecourse attributes have implications for the migrants' situations as they reach old age. To advance our knowledge and understanding of these factors, this paper examines the lifecourse of a sample of 303 South Asian older migrants living in Birmingham, England's second largest city. The sample included 103 Gujaratis, 100 Punjabis, and 100 Sylhetis. The paper examines their living arrangements, education and language abilities, occupational status, and settlement and moves within the United Kingdom. The associations between ethnic group membership, gender and pre-migration histories are related to differences in their settlement patterns and residential mobility in Britain. The findings show variations in the timing, chronology and locations of each ethnic group's major lifecourse events, in the meanings associated with the events, and in the outcomes in late life. The similarities and differences between the ethnic groups and between men and women are discussed with regard to the current socio-economic situation of ethnic older people in the UK and the prospect for continuing inequalities.

Retirement is frequently a period of change, when the roles and relationships associated with individuals' previous labour market positions are transformed. It is also a time when personal relationships, including the marital relationship and relationships with friends and family, come under increased scrutiny and may be realigned. Many studies of adjustment to retirement focus primarily on individual motivation; by contrast, this paper seeks to examine the structure of resources within which such decisions are framed. The paper examines the contribution that gender roles and identities make to the overall configuration of resources available to particular individuals. It draws upon qualitative research conducted with older people in four contrasting parts of the United Kingdom, and examines the combination of labour market and non-labour-market activities in which they are involved prior to state retirement age and as they withdraw from paid work. It explores how older people invoke various gendered identities to negotiate change and continuity during this time. The paper argues that gender roles and identities are central to this process and that the reflexive deployment of gender may rank alongside financial resources and social capital in its importance to the achievement of satisfying retirement transitions. Amongst those interviewed, traditional gendered roles predominated, and these sat less comfortably with retirement for men than for women.

This paper reports the findings of a study using both quantitative and qualitative approaches of the quality of life of older Chinese people in Melbourne. A total of 60 participants was recruited: 30 were residents of three Chinese hostels and 30 were members of a Chinese welfare society. Along with the established scales of health status, functioning and self-reported life satisfaction, to give a broader perspective the participants were asked about their general health, level of depressive mood and independence. In-depth interviews were conducted with a convenience sub-sample of six informants to explore other important aspects of their quality of life. The hostel group was found to be less healthy, less independent, more depressed and less satisfied with their lives than the community group, but nonetheless were generally satisfied with their lives, as revealed during the in-depth interviews. A good quality of life was found to be associated with good health, independence, secure finance, a meaningful role, strong ethnic community and family support, low expectations, no worries, and a sense of the family's love and respect. The findings reinforce the notion that the quality of life is truly multi-dimensional. They also demonstrate that a high self-rated quality of life in old age is achievable and, indeed, was being enjoyed by most of the participants. The research has made a substantial contribution to understanding the circumstances of Chinese-origin older people in Australia and has useful lessons for studies of other ethnic groups.

The purpose of this study is to examine whether the co-residence of spouses and children affects self-reported general health among older men and women in a rural area of Bangladesh. Binary logistic regression has been used to explore the impact of spouses and children on self-reported health, with particular attention to the gender of children and interactions with chronic disease. The data are from the Matlab Health and Socio-Economic Survey. A sample of 765 women and 979 men aged 60 or more years with at least one surviving child was available. The principal result is that for an older woman, optimum self-reported health is most likely when a spouse and at least one son and one daughter are present. Any deviation from this family pattern (either no spouse or children of only one sex) leads to a significantly increased risk of poor self-reported health. On the other hand, among older men there were no differences in self-reported health among the various spouse-child combinations. The relationship between a balanced gender distribution of children and optimum self-reported health among older women may explain the levelling out of fertility at roughly three children per women despite intensive family planning promotion in the area. Further reductions in fertility (an important policy concern) may depend on improving the substitutability of sons and daughters in the support of their elderly mothers.

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.

This study examines the mediating role of psychological resources on life satisfaction, an indicator of subjective wellbeing. The evidence identifies several life events and changing circumstances that can be potentially detrimental to the wellbeing of older adults. Based on the literature, a theoretical model was developed with the hypothesis that adaptation to potentially adverse events draws on psychological resources central to the self. The study participants were a random sample of 423 community-dwelling people aged 70 years and over. All respondents were interviewed in their own homes using a structured schedule. Quantitative data were obtained on age, gender, social support, marital status, physical functioning, bodily pain, loneliness, isolation and housing difficulties. Subjective well-being was assessed by the life satisfaction index, and the psychological mediator was conceptualised as a measure of environmental mastery. The first round of analyses found that variations in well-being were associated with housing difficulties, isolation, loneliness, physical functioning, pain, support networks and marital status. The full model established perfect mediation by environmental mastery occurred for the variables housing problems and physical functioning, and partial mediation occurred for the variable loneliness – supporting the original hypothesis. The results add to the evidence from an increasing number of studies that demonstrates how psychological resources underlie the processes of adaptation to the changing situations that accompany increasing age and prevent negative outcomes.

Little is known about how negotiation between older people and their carers varies according to gender. This paper reports a study of older men and women who have had multiple falls and the actions of their key family members to prevent multiple falls. In-depth interviews were conducted with 35 older people who had had recurrent falls, and separately with the identified key family member. The actions taken by the relatives to prevent future falls were classified as protective, coercive, negotiating, engaging and ‘reflective of mutual respect’. It was found that sons caring for older mothers took only ‘protective’ and ‘coercive’ actions, resulting in mothers having passive and submissive roles. In contrast, the daughters who were caring for their fathers undertook most often ‘engaging’ and some ‘negotiating’ actions, which empowered the fathers in their decision making. Daughters had a ‘peer-like’ relationship with the mothers that they supported and cared for, and undertook primarily ‘negotiating’ as well as ‘engaging’ actions. The two men who cared for older men took no specific actions but maintained mutual respect for each other. The findings demonstrate several ways in which the gender of the dyad members influences the nature of the negotiation between close relatives, and throws light on the factors that influence the autonomy and dependence of older people.

British research on the quality of life in old age has neglected the increasing ethnic diversity of the older population, and although studies of health and income inequalities have highlighted the contribution played by racism, analyses of the factors influencing the quality of life have rarely considered its effects. This paper discusses inequalities in quality of life among older people from different ethnic groups using data from a cross-sectional survey of 203 White British, Asian, Black Caribbean, Black African and Chinese people aged 55 and more years living in England and Scotland. They were interviewed face-to-face in the language of their choice using a semi-structured schedule. Consistent with the existing literature, the study found differences in health, income and social support among the ethnic groups. The paper suggests, however, that future work should examine disparities in health and income within as well as between minority ethnic groups, and that a greater appreciation is required of the way in which such disparities may be accentuated by variations in health expectations, in the distribution of income within households, and in the willingness to discuss financial difficulties. The cumulative effects of health and material disadvantage and the experience of racism have implications both for future quality of life research and for government policies that aim to raise social inclusion and reduce inequalities.

This paper focuses on the circumstances of death and dying in old age. It considers the ways in which social policies and social gerontology reflect the values of independence, autonomy and citizenship, and it considers the implication of these values for older people who are dependent on others for care and support at the end-of-life. It discusses the complexity of the relationship between ageing and dying, by exploring recent research from the fields of social gerontology and the sociology of death and dying. Arguing that a long-term perspective is required to understand fully the circumstances of older people's deaths, it analyses the third age/fourth age dichotomy as a conceptual model. The task of developing knowledge about the links between ageing and dying requires consideration of moral and ethical principles. The article examines the conceptual frameworks developed by feminists who argue for an ethics of care as a central analytic referent in social policy. The feminist ethics-of-care approach provides a powerful critique of the moral framework of independence and autonomy as characterised in contemporary policies and practices. Feminist ethicists argue that the inter-relatedness of human beings and the importance of the social context have been overlooked in the preoccupation with individual rights – as reflected more generally in policies and social life. It is argued in the paper that the need for care at the end-of-life highlights these shortcomings. The feminist ethics of care has considerable potential to illuminate our understanding of dependency and care, and to generate both new approaches to policy and practice in health and social care and theoretical perspectives in gerontology.

This article examines the relationships between support networks, ethnicity and the utilisation of formal care services, taking into account background characteristics and functional health status among 3,403 older people in Israel. Data were drawn from a national survey in 1997 of people aged 60 or more years. The outcome variable was the use of publicly-financed personal care or homemaking services. About 15 per cent of the study population made use of such home care. Six informal support network constellations were identified by applying cluster analysis to key criterion variables that reflect the inter-personal milieu. The resultant network types were: community-clan, family-focused, diverse, friend-focused, neighbour-focused, and restricted networks. Binary logistic regression revealed that the use of formal home-care services was significantly associated with a respondent's age, gender, functional level and informal support network type (Nagelkerke R2=0.39). No association was found between home-care utilisation and a respondent's ethnicity (Arab, Jew, and new Russian immigrant), income or education. The results show that publicly-financed formal care services were utilised more frequently by older-old persons, women, functionally impaired individuals and people embedded in the neighbour-focused and restricted networks (and to a lesser degree, in the diverse and friend-focused networks). Neighbour-focused and restricted network types were characterised by fewer informal support resources at their disposal than the other types. Thus, formal home care was sought more often in cases in which the informal sources of support had less capacity to provide ongoing informal care.

The study of minority ethnic older people in Britain is hampered by the lack of a reliable sampling frame. There are few national studies and most research projects are small and involve localised samples. The infrastructure for doing research with such population groups is poorly set up. This article attempts to address the needs of practitioners by reviewing the use of common sampling frames and approaches, pointing out caveats, and highlighting potential. More recent and innovative sampling approaches are also discussed. The article deals with issues of bias, reliability, perspective and geography. Recommendations for improved practice include being more transparent in reporting the derivation of samples, making more efficient use of existing data sets, better ways of working with community organisations as well as more effective collaborative research. It is also argued that various authorities and funding bodies should increase investment in this area, especially given the projected absolute and proportionate increases in minority ethnic older people in Britain.

Identity theory suggests that individuals who perceive their family roles as salient and feel competent in their performance have greater psychological well-being than others. This paper assesses the ways in which aspects of parent, grandparent and great-grandparent role investments affect self-esteem, levels of depression and affect-balance. The 188 respondents with an average age of 73 years were participants in the University of Southern California Longitudinal Study of Generations and occupied all three roles at the time of measurement. They self-assessed quality of performance, importance to one's identity and satisfaction in their family roles. Overall, levels of role investment declined consistently with greater lineage distance from parent to great-grandparent. Latent correlations showed that parent role investment was most highly associated with well-being, followed by investment in grandparent and great-grandparent roles. Structural equation modelling, however, revealed no unique effects on well-being for any of the three roles (as a result of high inter-correlations). All three role structures formed a single meta-construct that was positively related to psychological well-being. It is concluded that the strength and consequences of inter-generational role investments were hierarchically structured by relational proximity, but also manifested in a single integrated family identity, which suggests that there are two competing and complementary views of family role structures in later life.

This paper reports a study of the influence of healthy older people's type of residence and social comparison strategies on their quality of life perceptions. Data were collected from 190 participants aged 65 or more years resident in one London Borough. Participants were classified by their type of residence, and their quality of life was assessed by the Schedule for Evaluation of Individual Quality of Life: Direct Weighting (SEIQoL-DW). Among the reported social comparison judgements, the dominant strategy was ‘Downward Contrast’. It was the sole strategy for 78 per cent of those studied, and was significantly associated with a higher perceived quality of life. Among other statistically significant findings, it was found that positive orientation, optimistic orientation, and the use of Contrast rather than Identification comparisons associated with a better reported quality of life. The over-riding influence of Downward Contrast comparisons was also confirmed: this strategy appears to be adaptive and functional in enhancing perceived quality of life. The effect is not mediated by depression, although differences in comparison strategy were observed among groups with different residential status. The possibility of an intervention to enhance the perceived quality of life is discussed.

There are at least four ways in which old age and migration cross each other's paths. First of all, there are people who migrated for economic reasons, usually at a relatively young age, and who have grown old in a foreign country. Secondly, there are older people who migrate when (or because) they are old: in Europe, they are mostly from the affluent northern countries and travel southward. Thirdly, there is increasing employment of, and demand for, immigrant workers in old-age institutions in the northern countries. Finally, there is the out-migration of young people, mainly from rural areas, that results in older people being left behind without children to look after them. In all these cases, migration has a profound effect on the wellbeing and care of older people. The authors of this article explore a fifth linkage between migration and old age, by focusing on the (mainly illegal) immigrants who take on roles as private carers and, in effect, replace the children who have emigrated. Two cases, from Greece and Ghana, are presented and viewed in the two countries' political, cultural and economic contexts, and are then compared to conditions in The Netherlands. In both cases, involving a ‘stranger’ in the care of an older parent is regarded as a good and respectable solution to the problem of absent children and grandchildren: it follows rules of reciprocity and normally provides a good quality of care. Ironically, hiring full-time private care for older people is feasible in low-income countries but a rare luxury in high-income societies.

Narratives of ageing are an important theme in both medical sociology and the sociology of the body. Research on representations of the ageing body typically draws upon such subjects as the paintings of Rembrandt or Victorian literature. In this paper, however, the aim is to demonstrate that some of J. M. W. Turner's pictures contain insightful narratives on ageing, the vulnerability of the body and the nature of our shared humanity. Turner (1775–1851) is widely regarded as Britain's greatest painter and one of the world's great artists. I contend that the central principle of Turner's Romantic art is the arousal of sensation. Although Turner is generally revered as a painter of landscape rather than ‘the body’, the paper maintains that many of Turner's paintings can be read as studies in the vulnerability of the body. It will be shown, for example, that many of Turner's pictures are wonderfully evocative ‘visual poems’ on the universal human experiences of loss, decline, ‘the fallacies of hope’, grief, ageing and death. This paper is, therefore, a cultural case study of ‘the decline narrative’ of ageing.

Older people living in residential and nursing care homes spend a large proportion of their time within the boundaries of the home, and may depend on the environment to compensate for their physical or cognitive frailties. Regulations and guidelines on the design of care buildings have accumulated over time with little knowledge of their impact on the quality of life of building users. The Design in Caring Environments Study (DICE) collected cross-sectional data on building design and quality of life in 38 care homes in and near Sheffield, Yorkshire. Quality of life was assessed using methods which included all residents regardless of their frailty, and staff morale was also assessed. The physical environment was measured on 11 user-related domains using a new tool, the Sheffield Care Environment Assessment Matrix (SCEAM). Significant positive associations were found between several aspects of the built environment and the residents' quality of life. There was evidence that a focus on safety and health requirements could be creating risk-averse environments which act against quality of life, particularly for the least frail residents. Staff morale was associated with attributes of a non-institutional environment for residents rather than with the facilities provided for the staff. The new tool for assessing building design has potential applications in further research and for care providers.

This article reports research funded as part of the recent ESRC Growing Older initiative. The project ‘Family, Work and Quality of Life’ explored changes in economic and social roles across four birth cohorts passing through mid-life (45–59/64 years) in Britain. The relationship between multiple role responsibilities and a range of indicators of quality of life, including material resources, health and engagement in social activities were investigated. The research was based upon secondary analysis of four different surveys: the 2000 British Household Panel Study, the 1994–95 Family and Working Lives Survey, the 1985, 1990, 1995, and 2000 General Household Surveys, and the longitudinal Retirement Survey (1988/89 and 1994). A particularly interesting finding is that being ‘caught in the middle’, in terms of having simultaneous care-giving responsibilities to dependent children and frail parents whilst in paid work, has been atypical. Only one-in-nine British women, and one-in-ten British men, aged 45–49 years (born in 1941–45) occupy all three roles concurrently, but multiple role occupancy is increasing across cohorts, particularly the combination of caring and paid work. Role occupancy significantly affects the accumulation of pension entitlements (particularly second-tier pensions), with the effect that many women who have fulfilled the important social roles of carer and parent will face a low income in old age. Where adverse health outcomes were found, parental role in mid-life was most frequently associated with such poor health, suggesting that continued parental demands in mid-life may have negative health consequences.

Gerontologists have recognised the important influence of leisure activity on the mental and physical health of older adults. To date, however, there have been few studies of the patterns of participation in leisure activity among older adults in Hong Kong. This study examines a large representative sample of Hong Kong older adults and the associations between their socio-economic and health characteristics and their leisure activities. The data are from a cross-sectional survey of 2,180 respondents aged 60 or more years, conducted in 2000 by the Hong Kong Census and Statistics Department. There were full records for 2,144 respondents. Among the participation rates in the seven categories of leisure activities, watching television or listening to radio was the highest, while the lowest was for playing mahjong or cards. The characteristics that significantly correlated with the level of participation differed by the activity. Although no consistent pattern emerged, gender, education, employment status, receiving welfare benefits, self-rated health and functional impairment were the strongest correlates for most types of leisure activity. The paper is concluded by comparing the results with previous findings, and by discussing the service implications of the findings, the limitations of the study, and directions for future research.

Sensory loss (visual and/or hearing loss) is prevalent in older adults. Decreased vision and/or hearing acuity often result in poor communication and psychosocial functioning. This qualitative study explores the communication and psychosocial perceptions of a group of older adults with single or dual sensory loss. The aims were to identify the communication difficulties and conversational strategies used by the subjects, and to explore their perceptions of their social adjustment, quality of life and physical and mental well-being. The participants were all older adults with sensory loss who attended the Vision Australia Foundation. In-depth interviews revealed that the participants experienced frequent communication difficulties. They identified the personal, situational and environmental triggers responsible for communication breakdown, and they described the compensation and avoidance strategies that they used. The participants acknowledged that frequent communication breakdown resulted in decreased socialisation. The problems of adjusting to sensory loss, depression, anxiety, lethargy and social dissatisfaction were cited as factors that affected their physical and mental well-being, while being optimistic, coping with their sensory loss, and maintaining social contact contributed to an improved quality of life. All participants expressed interest in being involved in further communication intervention programmes.

Retirement has traditionally been seen as the beginning of old age. It has been depicted as mandatory expulsion from the workforce and seen to mark the transition to a period of ill health and poverty. Such ideas and associations are however being challenged in the developed world by socio-demographic changes in retirement and old age. People in the United Kingdom as elsewhere are living longer and healthier lives, and many older people have access to non-state incomes that afford them a reasonable standard of living in retirement. There is however still concern that inequalities persist into old age. Data from two waves of the British Whitehall II study have been used to assess the relative effects of occupational grade, psychological and general health during working life, and retirement patterns or pathways on activities, attitudes to health and income in retirement. The results show that the majority of the sample reported good health, financial security and overall satisfaction with life, but with observable inequalities. Regression analyses demonstrate that pre-retirement circumstances generally had a greater effect on later life than the retirement route or pathway. Retirement no longer represents a drastic break between working and post-work life but rather, the results suggest, there are continuities between the two periods. It is concluded that the main causes of inequalities in retirement are work-based rather than in retirement itself.