The delivery of services and benefits to people supporting older and disabled relatives and friends depends largely on their identification within constructs of ‘care-giving’ and ‘carer’. Those who are married or living with a partner may be particularly resistant to adopting the identity of ‘care-giver’ or ‘care receiver’. This paper investigates the circumstances of couples and their adoption of carer identities, drawing on a study of the financial implications of a partner's death. That study was based on over 750 couples where one partner died, drawn from the British Household Panel Survey, and separate qualitative interviews with people whose partner died in the previous two years. The findings show that carer self-identification was influenced by the partner's health-care needs and service contacts, including welfare benefits receipts. None of the socio-demographic factors considered was statistically linked to whether people described themselves as providing care for their partner, unless there was an underlying association with the partner's health-care needs. The findings underline the problems of using self-reported identities in surveys and estimates of take-up of services and benefits, and the difficulties of delivering entitlements to people who care for their partner at the end-of-life. A challenge for policy makers is how to move beyond formal categories of ‘carer’ and ‘care-giving’ to incorporate inter-dependence, emotional commitment and the language of relationships in planning support for frail older people.

Cross-cultural research in the behavioural and social sciences uses data from several societies or distinct cultural groups to describe the diversity of human behaviour and test hypotheses about behaviour and culture. This paper reviews the historical development and current state of cross-cultural research in the social sciences and gerontology. Cross-cultural research in gerontology is important because the social processes of ageing vary. It aims to distinguish universal from culturally-specific processes and determine how cultural factors influence individual and population ageing. It has to overcome many challenges: how to design an equivalent and unbiased study, how to access different cultures, how to contextualise these cultures, and how to ensure that questions are meaningful for different cultures. Appropriate strategies include using an international multicultural research team, becoming familiar with the local culture, maintaining good relationships with community leaders, studying only those aspects of behaviour that are functionally equivalent while avoiding the idiosyncratic, using appropriate measures, and encouraging equal partnership and open communication among colleagues. Cross-cultural research has been growing and has become a basis for globally-relevant social gerontology. To highlight the complexity of cross-cultural research and lessons learnt from such research experience, this paper describes an example study of long-term care that involved researchers from more than 30 countries and from many disciplines.

Retirement is characterised as a dynamic process that has several different outcomes, from early retirement to re-entry to the labour force. Recent studies of the Dutch population show that a substantial number of early retirees re-enter the workforce after early retirement, but others do not succeed even though they want to return to paid work. An often-named reason for their failures is bias in the selection process. This raises the questions as to what restrictions do early retirees face in the labour market and what are the characteristics that enhance or limit their hiring chances? The aim of this study was to identify the individual and organisational characteristics that influence managers' hiring decisions, and for the purpose a vignette study among Dutch managers and business students was conducted. Profiles of hypothetical early retirees were presented to the respondents who were then asked to make decisions whether of not to employ the individual. The results show that hiring early retirees is of low priority to both managers and students, and depends to a large extent on organisational factors (such as personnel shortages) and the age of the retiree. The findings suggest that despite equal opportunities policies, age discrimination is still present on the Dutch labour market and that managers generally hinder the re-employment of workers approaching the retirement age.

Previous research on the care-giver burden experienced by adult children has typically focused on the adult child and parent dyad. This study uses information on multiple informal care-givers and examines how characteristics of the informal care-giving network affect the adult child's care-giver burden. In 2007, 602 Dutch care-givers who were assisting their older parents reported on parental and personal characteristics, care activities, experienced burden and characteristics of other informal care-givers. A path model was applied to assess the relative impact of the informal care-giving network characteristics on the care-giver burden. An adult child experienced lower care-giver burden when the informal care-giving network size was larger, when more types of tasks were shared across the network, when care was shared for a longer period, and when the adult child had no disagreements with the other members of the network. Considering that the need for care of older parents is growing, being in an informal care-giving network will be of increasing benefit for adult children involved in long-term care. More care-givers will turn into managers of care, as they increasingly have to organise the sharing of care among informal helpers and cope with disagreements among the members of the network.

The population of South Korea is ageing rapidly and government provision for older people is meagre. Hence the erosion of traditional family support for older people is of much concern. Yet relatively little is known about the actual financial status of elderly Koreans or the amount of economic support they receive from children. This paper addresses these issues using data from the 2006 Korean Longitudinal Study of Ageing. We find that almost 70 per cent of Koreans aged 65 or more years received financial transfers from children and that the transfers accounted for about a quarter of an average elder's income. While over 60 per cent of elders would be poor without private transfers, children's transfers substantially mitigate elder poverty, filling about one-quarter of the poverty gap. Furthermore, children's transfers tend to be proportionally larger to low-income parents, so elder income inequality is reduced by the transfers. Over 40 per cent of elders lived with a child and co-residence helps reduce elder poverty. By showing that Korean children still play a crucial role in providing financial old-age security, we demonstrate how important it is for the Korean government to design old-age policies that preserve the incentives for private assistance. This snapshot of today's Korea also has implications for other rapidly changing Asian countries that are following a similar trajectory.

Multi-disciplinary and inter-disciplinary working has for long been advocated in gerontology, and sometimes contested. Although collaboration between disciplines is common practice in many areas of ageing research, much remains to be done to develop and support such work. Internationally, funding agencies, scientific associations and other stakeholders in ageing research are actively involved in establishing the methods and means to promote cross-disciplinary co-operation in the field. In the United Kingdom (UK) since the late 1990s, the statutory Research Councils with key interests in ageing and older people have been actively pursuing research programmes that feature multi-disciplinarity and inter-disciplinarity. The National Collaboration on Ageing Research (NCAR), a partnership among four of the Research Councils to stimulate cross-disciplinary collaboration, worked with scientists, funding bodies, and research users to develop approaches to multi- and inter-disciplinary research, and their work informed the New Dynamics of Ageing (NDA) Programme, a major cross-Research Council programme of multi-disciplinary research which spans the social, medical, biological and engineering sciences and the arts and humanities. Drawing on the authors' participation in these activities, this article reviews key developments in the promotion of multi-disciplinary science on ageing in the UK and highlights how this is being pursued in the NDA Programme.

This study describes what types of service use barriers older adults' informal care-givers perceive and examines how these barriers differentiate care-giver service use patterns. Analysing the 2004 National Long-Term Care Survey and Informal Care-giver Data Set (N=1908) in the United States of America, this study reports the prevalence of service barriers for each type of service as well as for overall service use. Service barriers are measured in terms of availability, awareness, affordability, staff quality, privacy violation, complex bureaucracy, language barriers, qualification of each programme and no thought of service. Andersen's health behaviour model guides determinants related to care-giver service use patterns. As a main outcome, care-giver service use patterns (light service users, selective in-home users, and multiple service users) are examined in relation to service use barriers when other predisposing, enabling and need variables are controlled. Of the ten service use barriers defined in this study, awareness and no thought of service are the most prevalent barriers. Care-givers reporting service barriers of availability, awareness and affordability are more likely to be light service users compared to multiple service users and selective in-home service users. These findings highlight the significance of enhancing awareness of care-giver supportive services as well as increasing availability and financial support for service use.

Increased life expectancy has strengthened the association between old age and death, with significant implications for gerontology and for the generation of knowledge through research. The global rise in chronic disease has had a significant impact on the duration and shape of dying trajectories in old age and their variations. This development poses ethical and methodological challenges for researchers, not least because it is often difficult to establish whether an older person is ‘dying from’ as opposed to ‘living with’ one or more diseases. This paper reports a comprehensive literature review of empirical research on the end-of-life in old age, and has two inter-related themes. It explores the social and cultural contexts of death and critically analyses the methods and ethical approaches adopted by researchers. Cross-cultural studies and studies in which cultural factors were of prime interest were selected with a view to examining the concept of a ‘good death’ in old age. The paper discusses the evidence of cultural similarities and differences and the impact of social and cultural change on ideas concerning a good death. It identifies contemporary influences and pressures on end-of-life care for older people and discusses the significance of communication and the roles of families and service providers. The paper concludes by identifying substantive and methodological lessons for researchers in gerontology and suggests ways in which the impact of research might be enhanced.

This research report starts from the assumption that a solely geriatric and transport-related view of out-of-home mobility needs to be extended to incorporate other aspects of perceived and experienced mobility. In particular, our goal is to understand better the stability and change in people's perceptions of out-of-home mobility over ten years. We concentrate on: (a) the subjective meaning of mobility over time, including perceived changes in mobility and perceived reasons for change; (b) trends in satisfaction with various mobility domains; and (c) a case-oriented exploration of inter-individual variation over time. A qualitative–quantitative data-analytic approach was applied to data collected from 82 participants on three occasions over ten years in 1995, 2000 and 2005. The mean age of the sample in 2005 was 75.2 years. The results indicate overall stability in the meaning attached to mobility between 1995 and 2005, while the perceived changes point to major losses in the array of mobility experiences and decreasing satisfaction with mobility opportunities, out-of-home leisure activities and travelling, but in contrast satisfaction with public transport increased. Case studies exemplified the reasons for the pronounced variation in satisfaction with mobility dynamics over time. In conclusion, the findings confirm that out-of-home mobility remains of utmost importance when people move from late midlife into old age.

This paper poses an epistemological challenge to students and researchers of old age. It argues that people in deep old age are a testimony to the failure to generate a language by which to comprehend extra-cultural phenomena, which aborts a meaningful dialogue between researchers and subjects. The arguments put forward are based on an analysis of the unique position of the very old as an ultimate, unconstructable ‘other’, as they appear in the relevant anthropological discourse, and maintains that cultural standing of that category is anchored in a symbolic and existential space that prevents communication with its inhabitants. The social processes that lead to this state of absent translation and a deadlock of interpretation are analysed by using examples a longitudinal study of the oldest old conducted by the Herczeg Institute on Aging in Israel. An alternative option for a new conceptual articulation of ways of understanding ageing is proposed; one that is free of conventional but ineffectual paradigms.

Drawing on data from a qualitative study, this paper explores the impact of ‘village services’ on the lives of people aged 70 or more years living in rural England. Throughout the paper, the phrase ‘village services’ refers to six community-based services and activities provided to help meet the needs of older rural residents, namely lunch clubs, welfare rights information and advice services, befriending schemes and community warden support, in rural areas in three regions of England. It is argued that, in various ways, village services promote social inclusion by enhancing older rural residents' access to the resources, rights, goods and services that encourage social interaction and meaningful participation in community life. It is clear, however, that the overwhelming majority of users of village services are female, that older men are often reluctant to engage with the services on offer, and that the providers of village services need to find new and innovative ways of engaging with older men in rural areas. It is concluded that restricted revenue and capital resources means that the expansion of village services so that they may better meet the requirements of older rural men is unlikely.

Although accumulated research findings point to both short- and long-term salutary effects of time volunteering on older adults' physical and mental health, little research has been done on the effect of older adults' making charitable donations on their wellbeing. Guided by activity theory and the theory of volunteering and using data from the first and second waves of Midlife Development in the United States (MIDUS, 1995–1996 and MIDUS II, 2004–2006), this study examined the question of whether time volunteering and charitable donations nine years earlier had a positive direct effect on psychological wellbeing among individuals age 55 and above. Controlling for time 1 (T1) psychological wellbeing and T1 human, cultural, and social capital resources, a moderate amount (up to ten hours monthly) of T1 time volunteering and any amount of T1 charitable donations had a direct positive effect on time 2 (T2; nine years later) psychological wellbeing. The findings also show a greater effect on psychological wellbeing of any amount of charitable donations than of any amount of time volunteering, although the extent of the effect of both time volunteering and charitable donations was small. With regard to human, cultural, and social capital resources, T1 self-rated health and generative quality were significant predictors of T2 psychological wellbeing, but T1 social capital had no significant effect on T2 psychological wellbeing.

In several European countries, older unemployed people, after reaching a certain age, are entitled to unemployment benefit payments without having to seek new employment. The coexistence of this exemption clause and of reforms aimed at containing early retirement in the respective countries reflects a conflict of political aims – on the one hand, between an efficient labour-market policy at a time of high unemployment, and on the other hand, the goal of the comprehensive activation and labour-market integration of older workers as a response to demographic change. This paper deals with the reasons for the transfer of older long-term unemployed people on to ‘facilitated benefits’ for labour-market withdrawal in Germany. The empirical analysis shows that low or no propensity to work was rarely the motive for leaving the labour market; in particular, those anticipating a low retirement income actually wanted to be re-employed. The vast majority gave three reasons for the decision to retire: an inability to cope with requirements of available jobs; a lack of job opportunities; and an absence of proper support from the public employment agency. Thus the withdrawal of older long-term unemployed people into pre-retirement cannot be attributed to a utility-maximising decision in favour of leisure and against gainful employment, but is the primary result of the scarce re-employment prospects.

Remaining at home in older age is generally considered a sign of independence and therefore an important achievement. More than five million Americans aged over 75 years live alone, a number that is destined to increase thanks to advances in longevity. Living alone can allow the expression of one's preferences, but it can also bring out hardships hardly visible to outsiders, especially in an individualistic society such as the United States of America that rewards self-sufficiency. According to the sociologist Rose, in neo-liberal societies citizens have a duty to be free, self-reliant and independent. In this paper, Rose's theory and the political economy perspective serve as frameworks by which to examine how discourses around independence are translated in the experiences of 22 older adults aged over 75 living at home alone in the Bay Area of San Francisco. Participant observation and 41 in-depth interviews from 2006 to 2010 illustrate how being independent can be an essential component of individual identities. The informants' narratives shed light on the impact of policies that facilitate or regulate the moral imperative of independence. The findings underline the need to assess how discourses around independence are translated in minority populations, to promote studies and initiatives on interdependence, and to encourage international comparisons on living alone in older age.

This paper reports a study that aimed to identify the predictors of the turnover of privately-employed personal-care staff that provide community-dwelling older adults in Italy with assistance in the activities of daily living. The prospective cohort study enrolled 121 older adults (mean age 85.6 years) living at home, along with their personal-care workers and 107 informal carers. The older participants underwent a comprehensive geriatric assessment. At a one-year follow-up between May 2006 and June 2008, 12 of the older participants had been placed in a nursing home and 26 had died. Of the 83 still living at home, 22 had changed their personal-care staff (26.5% turnover). Multivariate logistic regression analysis identified one characteristic of the personal-care staff, living far away from their families (odds ratio (OR) 16.30, p=0.01), and two characteristics of the elders, namely being widowed (OR 0.09, p=0.01) and having cognitive impairment (OR 0.10, p=0.01), as one-year predictors of turnover and of the retention of personal-care workers, respectively. Further studies are needed both to evaluate whether immigration politics that enable family reconjunction would reduce the turnover of personal-care workers, and to investigate the lower turnover among personal-care staff caring for widowed elders and older adults with cognitive impairment.

Older people in Korea have a higher risk of poverty than younger adults, but the dynamics of income changes around the time of retirement have received little attention. This paper attempts to fill this gap by examining changes in the level and sources of income around the time of retirement, with retirement being defined as separation from one's main lifetime employment. It uses longitudinal data from the Korean Labour and Income Panel Study's Waves 1–9, and follows 580 younger retirees aged at least 50 years who retired during 1998–2005. The paper demonstrates that the prevalence of low income across the retirement transition was related to gender, previous career status and current working status. In particular, there was a noticeable increase in the prevalence of low income among permanent retirees compared to those who continued working in retirement. It also examines different factors associated with the individuals' economic wellbeing after retirement, and finds that working status in retirement is indeed the factor that most influences the probability of low-income entry among male retirees, while for women, the nature of co-residence with working household member(s) and household assets most mattered. From this, the paper concludes that being in paid work after retirement remains an important substitute for the immature old-age safety-net in Korea.

The North American post-war generation, known as the baby-boomers, has challenged traditional family relations and the sexual division of labour. How do these challenges play out in the face of frail, ill or disabled family members? A study undertaken in Montreal, Quebec, with baby-boomer care-givers aimed to raise understanding of the realities of this group. We met with 40 care-givers for a one and a half-hour qualitative interview to discuss their identification with their social generation, their relationship to care-giving, their values regarding care-giving, and the reality of the care-giving they offer. The findings indicate that women, in particular, no longer identify themselves mainly in terms of family. For most, care-giving is not their only or even their dominant identity. They are actively trying to maintain multiple identities: worker, wife, mother, friend and social activist, alongside that of care-giver. They are also participating in the very North American process of individualisation, leading to what we call the ‘denaturalisation’ of care-giving. Notably, the women we met with call themselves ‘care-givers’ and not simply wives, daughters or mothers, denoting that the work of care-giving no longer falls within the realm of ‘normal’ family responsibilities. These care-givers thus set limits to their caring commitments and have high expectations as to services and public support, while still adhering to norms of family responsibility for care-giving.

In the literature on Alzheimer's disease (AD), scholars have noted how both the disease and the people who are diagnosed as having it have been stigmatised. I argue here that the AD stigma is of a specific sort – it is dehumanisation based on disgust and terror. Although the blame for negative perceptions of people with AD has been placed on the biomedical understanding of dementia, I argue that strong negative emotional responses to AD are also buttressed by the social construction of people with AD as zombies. To illustrate this point, this paper identifies seven specific ways that the zombie metaphor is referenced in both the scholarly and popular literature on AD. This common referencing of zombies is significant as it infuses the social discourse about AD with a politics of revulsion and fear that separates and marginalises those with AD. It is in recognising the power of this zombie trope that its negative impact can be actively resisted through an emphasis of connectedness, commonality, and inter-dependency.

For older adults, exercise that challenges the muscular system, commonly referred to as resistance training, has significant physical, psychometrical and functional benefits. While well recognised by the scientific community, the translation of these benefits into practice has received little attention. Particularly neglected is an understanding of the personal experiences, motivation towards and adherence to resistance training recommendations among older adults. This paper investigated the benefits older individuals attribute to resistance training and the motivational tactics they employed to undertake it. Data were drawn from three focus groups where participants (⩾65 years; presently, previously or wanting to become involved in a resistance training intervention) were encouraged to openly discuss resistance training, physical activity and exercise. Findings revealed that participants were aware of the benefits of training on general and functional health, and that these benefits were employed in the motivation to train. In addition, presently or previously trained individuals stress the importance of environment and programme structure as a training motivator. The benefits to mental and social health, effect on ageing and body image were also raised. However, participants discussed these in a broad context. While it could be said that public knowledge reflects current evidence, it is also clear that individuals are still unaware of a number of specific benefits.

The paper demonstrates the particular value of focus groups as a data collection method in studies of older people with particular reference to those living in large cities in Asia. The strengths and limitations of focus groups as a modality of qualitative research are discussed and a case study is presented. Some of the method's strengths derive from the synergy of the interactions among elders with a shared history and lived experiences. Focus-group exchanges have the potential for inter-personal learning and reminiscence benefits. One difficulty with the method, however, is that many Asian people are inhibited about sharing personal problems in a group context. Drawing from a number of empirical studies based in Singapore, the challenges of conducting focus groups with older participants are detailed and appropriate ways of addressing them considered. The article elaborates on the author's use of software such as NVivo to expedite the analysis of large volumes of transcribed data, and on the retrieval of relevant quotes. Software is useful in extracting themes from codes, as well as allowing the researcher to appreciate the links between codes. Ethical issues such as confidentiality, cultural sensitivities such as language and respect for religion and tradition, and lessons learnt from conducting research using the group setting are discussed. Culturally relevant responses to these challenges are offered which could be useful for future researchers conducting focus groups in Asia.