Policies for a smoother transition from work to retirement

Japan has maintained a relatively high labor-force participation rate among older people. Although the rate had declined steadily until the mid-1980s, the trend has since reversed and the participation rate is expected to rise in the future. In contrast, the labor-force participation of older people has sharply declined in the United States and European countries, especially since the 1970s. This article explores why Japan's experience differs markedly from other advanced countries. Improved pensions have a strong influence toward early retirement, even in Japan. However, other factors such as a low replacement ratio, improved health, and several loopholes in the income test of the pension systems push up the participation rate of older people. The government also encourages active labor-force participation of senior citizens by introducing reformed partial working pensions and wage subsidies for workers in their second and third careers.     

The challenge of an aging work force: keeping older workers employed and employable

This article reviews labor-force trends and older-worker employment policies in Japan and the United States. Both countries have aging work forces, but Japan's labor force is and for some time has been older than that of the United States. Japan's Ministry of Labor began addressing older-worker issues over 30 years ago and in the ensuing years has promulgated numerous initiatives to extend working life. Mandatory retirement, however, remains both legal and common in Japan, yet labor-force participation rates are higher for older persons in that country than in the United States, where mandatory retirement is illegal. Japan's older-worker programs and policies clearly seem to have an impact on labor-force rates, although those rates are dropping among the elderly in Japan as well as in the United States. The transferability of these programs and policies to the United States is discussed.     

The Challenge of an Aging Work Force

This article reviews labor-force trends and olderworker employment policies in Japan and the United States. Both countries have aging work forces, but Japan's labor force is and for some time has been older than that of the United States. Japan's Ministry of Labor began addressing older-worker issues over 30 years ago and in the ensuing years has promulgated numerous initiatives to extend working life. Mandatory retirement, however, remains both legal and common in Japan, yet labor-force participation rates are higher for older persons in that country than in the United States, where mandatory retirement is illegal. Japan's older-worker programs and policies clearly seem to have an impact on labor-force rates, although those rates are dropping among the elderly in Japan as well as in the United States. The transferability of these programs and policies to the United States is discussed.     

An Overview of Work,Retirement, and Pensions in Japan

Work to retirement in Japan is a sequential transition for the most part, and Japan permits mandatory retirement by firms at age 60. But many older people work beyond the age of 60, many more than in other industrialized countries. A number of hypotheses are examined, having to do with pensions, health, opportunity, interest in working, cultural attitudes (including the concept of ikigai), and public policy initiatives (such as employment policy and the Silver Human Resource Centers). Japan's cultural attitudes and existing policies appear to have set Japan on a unique course in considering the aging of its population. To what extent should other nations emulate Japan?     

An overview of work, retirement, and pensions in Japan

Work to retirement in Japan is a sequential transition for the most part, and Japan permits mandatory retirement by firms at age 60. But many older people work beyond the age of 60, many more than in other industrialized countries. A number of hypotheses are examined, having to do with pensions, health, opportunity, interest in working, cultural attitudes (including the concept of ikigai), and public policy initiatives (such as employment policy and the Silver Human Resource Centers). Japan's cultural attitudes and existing policies appear to have set Japan on a unique course in considering the aging of its population. To what extent should other nations emulate Japan?     

The Polls-Review: Inaccurate Age and Sex Data in the Census Pums Files: Evidence and Implications

We discover and document errors in public-use microdata samples ("PUMS files") of the 2000 Census, the 2003-2006 American Community Survey, and the 2004-2009 Current Population Survey. For women and men age 65 and older, age- and sex-specific population estimates generated from the PUMS files differ by as much as 15 percent from counts in published data tables. Moreover, an analysis of labor-force participation and marriage rates suggests the PUMS samples are not representative of the population at individual ages for those age 65 and over. PUMS files substantially underestimate labor-force participation of those near retirement age and overestimate labor-force participation rates of those at older ages. These problems were an unintentional byproduct of the misapplication of a newer generation of disclosure-avoidance procedures carried out on the data. The resulting errors in the public-use data could significantly impact studies of people age 65 and older, particularly analyses of variables that are expected to change by age.     

Decline of Real Love and Rise of Virtual Love: Love in Asia

In Japan, marriage rates have declined since 1980, and interest in romantic relationships has declined in the 21st century. This article shows, mainly based on the official statistics and surveys, that (i) people in contemporary Japanese society have become less willing to get married or even date; (ii) various forms of virtual love have emerged; and (iii) they have spread in East Asian countries in general. Marriage stems from romantic relationships. Simultaneously, it brings with it new economic life. In Japan and other East Asian countries there is an unwritten norm that marriage should be part of economic life. Therefore, satisfying romantic emotions outside real love and marriage is accepted.     

Political Participation and Late-Life Learning: A Cross-Cultural Study of Older People’s Participation in Seniors’ Interest Organisations in Australia and Spain

Understanding what older people learn from their civic participation is of critical importance both for individuals and organisations. This link has been neglected in prior research, and the evidence across diverse cultural contexts is particularly limited. However, the political context of older people’s life experiences and participation is important in their participation. The intent of the present study is to explore the learnings experienced by older people through participation in seniors’ interest organisations, across Australia and Spain. Participants included 52 active members of political organisations focused on issues for older people. A questionnaire was used for data collection; participants’ responses to an open-ended question regarding what they have learnt from their participation in seniors’ interest organisations are analysed here. Participants’ answers were subjected to a multi-stage thematic analysis. Findings show three key themes relating to learnings about themselves, such as self-improvement or skills or knowledge; learnings about others, such as cooperation with others and understand that people have different views; and learning about society, such as inequality and the need to fight for injustice. The findings suggest some interesting similarities and differences across contexts, which appears to reflect the different political contexts of the two countries.     

Increasing older persons' employment in Finland: in search of a new strategy.

Using Finland as a case study, it is argued that early retirement will probably no longer be used on a large scale to reduce older-worker labor-force participation and unemployment among older workers. Instead, new strategies are needed to enhance the ability of older workers to remain productive and in the labor force, and to facilitate the reintegration of unemployed older persons back into working life. Both tasks require massive pioneering efforts. Reducing unemployment rates among older workers, particularly, requires completely new kinds of labor-market measures.     

Teenagers in the U.S. Labor Force: Local Labor Markets,Race, and Family1

Abstract Drawing on theories of family organization and labor-market structures, it is argued that teenagers represent a useful target population for research on the effects of race, household characteristics, and local labor markets on labor-force participation. Toward this end, predictive models of labor-force participation are applied to a sample of all white and black 16- to 18-year-olds living at home in nonmetropolitan and metropolitan labor-market areas in the United States. Beyond the higher labor-force participation of white youths, both local labor-market characteristics and family resources affect teenage labor-force participation. Participation of white youths was more closely linked to family resources and local economic conditions than that of black youths. Queuing theories of labor-force participation are used to interpret these findings.     

Potential Consequences of Raising the Social Security Eligibility Age on Low-Income Older Workers

Abstract

To examine the potential consequences of raising the Social Security retirement age on future cohorts of low-income elders, this study, based on data from the Health and Retirement Study, 1992–1994, identifies factors that may hinder or facilitate continuous employment among older workers born between 1931 and 1941. Specifically, following the analysis of labor-force participation rates and self-reported reasons for non-work, multivariate logistic regression models tested the relationship between individual strengths and constraints, social-structural opportunities and constraints, and economic need variables and the likelihood of work. The findings show that for both men and women, having disabilities was the most significant predictor of non-work. Racial differences, especially in men's labor-force participation rates, appeared to be due in large part to significant racial differences in disability rates. A higher proportion of blacks and Hispanics than whites also reported that they were unemployed. Based on the findings, raising the Social Security eligibility age is likely to result in increased numbers of Disability Insurance (DI) claimants, and the fiscal impact of such an increase needs to be examined. The need to assist unemployed older persons is also discussed.     

Pensions,poverty and wellbeing in later life: Comparative research from South Africa and Brazil

This paper draws on two linked studies of social policy and wellbeing in later life. The studies make comparisons between distinct groups of older people at the national and sub-national levels, as well as over time. The paper reflects on some of the main challenges for operationalising this complex design, as well as for interpreting findings and identifies lessons for other studies. The first study, conducted in 2002, included a questionnaire survey of around 2000 households containing at least one older person in South Africa and Brazil, supplemented by a set of in-depth qualitative interviews. Intriguingly, these countries had remarkably similar pension programmes, providing the majority of older people a reliable payment of roughly US$3 a day. This offered the prospect of exploring the effects of similar interventions in distinct developmental and cultural settings. In both countries, we found that these pensions had a substantial impact on the prevalence and depth of poverty in the study households, and were usually shared between older people and other family members. The second survey took place in 2008/9 and involved revisiting the households included in the 2002 survey, along with a separate set of in-depth interviews. This provided an opportunity for dynamic analysis of economic and wellbeing effects, against a backdrop of increased divergence in the wider national settings. Among other things, this revealed high and increasing levels of life satisfaction across all the study groups, although the extent to which this was directly related to generous pension provision cannot be ascertained.     

Housing for Older People in Iceland: Apartments and Nursing Homes

The first residential and nursing homes in Iceland were built in the early 1920s, and the first apartments for older people in the early 1970s. Most of the existing housing for older persons was built in the last 30 years. Legislative provisions on housing and particularly on assisted living have not changed significantly since laws relating to the affairs of the elderly were first passed in 1983. While approximately 90% of older people in Iceland own their own home and the primary stated goal of the government is to support independent living, official policy relies on placement in nursing homes. Services and care at home, provided by social and home healthcare services, has not been developed to the same extent as in the other Nordic countries. Clearer guidelines on integrated service housing are needed to reach the government's primary stated goal. Placing more emphasis on delivering services, care, and rehabilitation to people living in the community could shorten individuals’ length of stay in hospitals, delay admission to nursing homes, and better meet the expectations of older people for independent living.     

Increasing Older Persons' Employment in Finland

ABSTRACT

Using Finland as a case study, it is argued that early retirement will probably no longer be used on a large scale to reduce older-worker labor-force participation and unemployment among older workers. Instead, new strategies are needed to enhance the ability of older workers to remain productive and in the labor force, and to facilitate the reintegration of unemployed older persons back into working life. Both tasks require massive pioneering efforts. Reducing unemployment rates among older workers, particularly, requires completely new kinds of labor-market measures.     

How Applicable are Western Models of Patient‐Physician Relationship in Asia?: Changing Patient‐Physician Relationship in Contemporary Japan

Abstract:  The social and political environments surrounding patient-physician relationship have been changing in Japan for the last few decades. This paper aims to illustrate social and cultural factors that underlie current situations and problems of patient-physician relationship in Japan through a comparison with those in western countries, and to consider how mutual participation model of patient-physician relationship could be applied and fostered in Japan as well as other Asian cultures. Four major sociocultural factors are discussed in relation to the patient-physician relationship in Japan: (1) individualism versus collectivism; (2) low context versus high context; (3) femininity versus masculinity; and (4) Christianity versus Confucianism. Two key issues in discussing the mutual participation model of patient-physician relationship in Japan have emerged; the family and the communication style. The patient autonomy in Japan should be considered within the context of the triadic relationship of patient, family, and physician. Also, since the communication style might differ between Japan and western countries, communication training programs and interventions for medical professionals as well as for patients should be tailored in a culturally appropriate way in order to improve the communication in medical encounters and to achieve the mutual participation. Beyond mere advocacy of the patient autonomy, the mutual participation model of patient-physician relationship should be pursued within our social and cultural context to be truly fruitful for patients and physicians in Japan.     

Different Contexts and Trends: Latina Immigrant Fertility in the US and Spain

This article provides the first cross‐national assessment of Latina immigrant fertility trends. Specifically, we compare Ecuadorian women in Spain (EiS) to Mexican women in the United States (MiUS). We focus on these two groups because they (1) have similar socio‐economic profiles and (2) are the largest Latina subgroups in their respective host countries. We show that since 2001, the fertility rate of EiS has declined substantially more than the fertility rate of MiUS has. Drawing on census and administrative data in both countries, we assess four factors that might explain this difference: economic cycles, linguistic affinity, labor market participation, and education. We argue that labor market and education factors can best help to explain Latina fertility patterns. We conclude by discussing the findings with regard to contemporary arguments about Latino culture and immigrant fertility, and by describing the study's policy implications.     

How Well-Informed Are Pension Scheme Members on Their Future Pension Benefits? Evidence from Ireland

One part of the policy response in many countries to increasing pension coverage will be greater private provision on the part of individuals. This requires that individuals are well informed about pensions. In this article, we assess levels of knowledge of pensions using a representative sample of older Irish adults. We find that two-thirds of individuals enrolled in pension schemes do not know what amount will be paid out on retirement and/or whether the payments will be in the form of lump sums, monthly payments, or both. One policy implication is the need for increased information to be directed at certain groups, in particular, women and less educated people. More fundamentally, the results suggest that the mandatory elements in pension systems should be extended.     

Potential consequences of raising the Social Security eligibility age on low-income older workers

To examine the potential consequences of raising the Social Security retirement age on future cohorts of low-income elders, this study, based on data from the Health and Retirement Study, 1992-1994, identifies factors that may hinder or facilitate continuous employment among older workers born between 1931 and 1941. Specifically, following the analysis of labor-force participation rates and self-reported reasons for non-work, multivariate logistic regression models tested the relationship between individual strengths and constraints, social-structural opportunities and constraints, and economic need variables and the likelihood of work. The findings show that for both men and women, having disabilities was the most significant predictor of non-work. Racial differences, especially in men's labor-force participation rates, appeared to be due in large part to significant racial differences in disability rates. A higher proportion of blacks and Hispanics than whites also reported that they were unemployed. Based on the findings, raising the Social Security eligibility age is likely to result in increased numbers of Disability Insurance (DI) claimants, and the fiscal impact of such an increase needs to be examined. The need to assist unemployed older persons is also discussed.     

Separate Spheres or Increasing Equality? Changing Gender Beliefs in Postwar Japan

This research investigates change in gender beliefs in Japan during a period of economic hard times in the late 1990s. Using data from the International Social Survey Programme on the Japanese population from 1994 (n = 1,054) and 2002 (n = 872), we examined how cohort replacement and intracohort change contributed to changes in gender beliefs. We found important differences from the patterns of change reported for many Western countries, namely, a decoupling between societal trends in the female labor force participation rate and beliefs about gender. Such differences may be attributable to factors such as the high societal valuation of the housewife role compared to that in other postindustrial countries and sanctions against full‐time employment for women in Japan.     

Age-Friendly Neighbourhoods as Civic Participation: Implementation of an Active Ageing Policy in Hong Kong

In response to challenges brought by population ageing, Hong Kong has adopted an active ageing policy framework and built age-friendly neighbourhoods to encourage the participation of older people. This article distinguishes between the civic and political participation and emphasizes active involvement in community and neighbourhood activities as a way to encourage the civic engagement of older adults. The promotion of age-friendliness is set at two levels: concerning policy and practical/operational issues, both of which are interrelated with the purpose of offering civic engagement opportunities for older people. The experiences of Hong Kong reflect both top-down and bottom-up approaches, where civic participation is promoted by encouraging life-long learning and developing caring communities, as well as carrying out a variety of neighourhood programmes. It is suggested that different stakeholders, such as older adults, NGOs and other social organizations, shall all be included and play important roles in promoting civic participation of the elderly through creating a conducive environment. The initiatives, whether these are in policy or at operational levels, should be integrated into actions that are aimed to enhance quality of life for all residents and create a more age-friendly neighbourhood.