Characteristics and Determinants of Intergenerational Financial Transfers Within Families Using Mixed Care for Elderly People

Hlebec, Valentina; Hrast, Maša Filipovič

doi:10.5559/di.27.1.02

Cited by 3 publications

(5 citation statements)

References 31 publications

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“…Studies (n = 11) identified different patterns of net flow of intergenerational transfers. In some, it was found that downward flows occurred more frequently than upward flows [21,41,46,77], which means that transfers were more likely to flow from the older generation to the younger generation. In contrast, in other studies, it was reported that transfers from the younger generation to the older generation were more common than the reverse [1,5,14,28,62].…”

Section: Direction Of Intergenerational Transfersmentioning

confidence: 99%

“…Children who were employed tended to receive less money [23]. The more income children possessed, the less financial transfers they received from parents [41,53]. Unemployed children received more money, materials, and practical support [1,29,44].…”

Section: Needs and Opportunitiesmentioning

confidence: 99%

“…A higher educational level predicted higher participation in transfers between generations [27,41,53]. One study explored factors that contributed to giving more or receiving more in intergenerational relationships [17].…”

Section: Factors Influencing Bidirectional Transfer Behaviour (Exchange Resources Between Older and Younger Generations)mentioning

confidence: 99%

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Scoping Review: Intergenerational Resource Transfer and Possible Enabling Factors

Wong

Liao

Etherton‐Beer

et al. 2020

IJERPH

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We explore the intergenerational pattern of resource transfer and possible associated factors. A scoping review was conducted of quantitative, peer-reviewed, English-language studies related to intergenerational transfer or interaction. We searched AgeLine, PsycINFO, Social Work Abstracts, and Sociological Abstracts for articles published between Jane 2008 and December 2018. Seventy-five studies from 25 countries met the inclusion criteria. The scoping review categorised resource transfers into three types: financial, instrumental, and emotional support. Using an intergenerational solidarity framework, factors associated with intergenerational transfer were placed in four categories: (1) demographic factors (e.g., age, gender, marital status, education, and ethno-cultural background); (2) needs and opportunities factors, including health, financial resources, and employment status; (3) family structures, namely, family composition, family relationship, and earlier family events; and 4) cultural-contextual structures, including state policies and social norms. Those factors were connected to the direction of resource transfer between generations. Downward transfers from senior to junior generations occur more frequently than upward transfers in many developed countries. Women dominate instrumental transfers, perhaps influenced by traditional gender roles. Overall, the pattern of resource transfer between generations is shown, and the impact of social norms and social policy on intergenerational transfers is highlighted. Policymakers should recognise the complicated interplay of each factor with different cultural contexts. The findings could inform policies that strengthen intergenerational solidarity and support.

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Section: Direction Of Intergenerational Transfersmentioning

confidence: 99%

Section: Needs and Opportunitiesmentioning

confidence: 99%

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Scoping Review: Intergenerational Resource Transfer and Possible Enabling Factors

Wong

Liao

Etherton‐Beer

et al. 2020

IJERPH

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“…This is the case for Italy and Slovenia, who both have familialistic welfare regimes where formal care for older people ageing in the community is poorly developed and families supporting ageing in place have to provide a vast amount of informal care, mostly intergenerational [ 60 , 61 , 62 ]. Moreover, in Slovenia, adult children have the lawful obligation to financially contribute for potential formal care of their older and dependent parents [ 71 ] and involving grandchildren in caring activities may represent an attempt to save economic resources that would otherwise be allocated to the purchase of private health care.…”

Section: Discussionmentioning

confidence: 99%

Difficulties and Needs of Adolescent Young Caregivers of Grandparents in Italy and Slovenia: A Concurrent Mixed-Methods Study

Santini

D’Amen

Socci

et al. 2022

IJERPH

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Many adolescent young caregivers (AYCs) care for a grandparent (GrP) with chronic disease, especially in countries with no or low developed long-term care systems and/or level of awareness of and policy responses to young caregivers. This mixed-methods study aimed at shedding light on the needs and difficulties faced by a sample of 162 adolescents aged 15–17, caring for GrPs, living in Italy (87) and Slovenia (75), respectively. A multiple linear regression model was built for the quantitative data. Qualitative data were content analysed using an open coding process. Italian and Slovenian respondents reported a moderate amount of caring activity and relatively high positive caregiving outcomes. Nevertheless, one out of three AYCs reported health problems due to their caring responsibilities. Compared to their Italian counterparts, Slovenian respondents were supported to a lesser extent by public services. Italian respondents faced communicative and practical problems; Slovenian AYCs experienced mainly emotional discomfort. AYCs from both countries requested emotional and practical support from formal services and family networks. Further, Slovenian AYCs requested emotional support and a personalized learning plan from schoolteachers. Support measures aimed at training AYCs of GrPs on geriatric care are recommended to address specific issues related to ageing and long-term care needs.

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“…SHARE provides important insights into population ageing across Europe and it is conducted in three specific phases: before retirement, after retirement, and for oldest living respondents. Population ageing in Europe has accentuated the need to recognize the problems of advanced years and increase their life quality by fostering support for ageing population (Hlebec and Filipovič Hrast, 2018). The research of Börsch-Supan et al (2008) outlines that savings and consumption pattern change with retirement and SHARE endeavours to report these changes along with other important aspects of ageing.…”

Section: Introductionmentioning

confidence: 99%

The Determinants of Consumption of 50+ Population in Croatia

Časni¹,

Palić²,

Palić³

2020

ekoncas

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The aim of this paper is to explore the basic features of consumption of 50+ population in Croatia by using the data from Survey of Health, Ageing, and Retirement in Europe -SHARE (SHARE, 2017). Thereby we use an extended model of consumption that includes basic consumption determinants that are stipulated by the economic theory and empirical research, namely income and wealth which are retrieved from SHARE database and augment it with other economic and socio-demographic features of "50+" population that may exhibit an influence on consumption decisions. In order to model household consumption, we use ordinary least squares (OLS) method when estimating the baseline regression equation. Additionally, control variables labour status, gender and marital status are used in order to explore whether the household consumption is more responsive to changes in household income and wealth for specific groups of respondents. The results of the analysis indicate that retired individuals have higher marginal propensity to consume compared to the employed individuals, which is in line with the life-cycle theory.

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Characteristics and Determinants of Intergenerational Financial Transfers Within Families Using Mixed Care for Elderly People

Cited by 3 publications

References 31 publications

Scoping Review: Intergenerational Resource Transfer and Possible Enabling Factors

Scoping Review: Intergenerational Resource Transfer and Possible Enabling Factors

Difficulties and Needs of Adolescent Young Caregivers of Grandparents in Italy and Slovenia: A Concurrent Mixed-Methods Study

The Determinants of Consumption of 50+ Population in Croatia

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