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Viviana Egidi Elena Demuru Si fa presto a dire invecchiamento… Riflessioni sul concetto di invecchiamento demografico e sulle sue misure Department of Statistical Sciences

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Page 1: Si fa presto a dire  · PDF fileSi fa presto a dire invecchiamento  ... 2016 19 24 8 8 2050 31 37 12 11 14 < > < < Adjusting the dynamic old

Viviana Egidi Elena Demuru

Si fa presto a dire invecchiamento… 

Riflessioni sul concetto di invecchiamento demograficoe sulle sue misure

Department of Statistical Sciences

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Men Women

An unprecedented phenomenon…

…which affects in many ways the social and economic structure and individual life

Share (%) of individuals aged 65 and olderCalendarYears

>=65 years old(%)

M W1887 6 61900 7 71950 8 102000 18 232016 19 242050 31 37

Department of Statistical Sciences

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e0 Men e0 Women

M: 85W: 89

M: 80W: 85

M: 36W: 36

Department of Statistical Sciences

A major driver: the “longevity revolution”

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e0 Men e0 Women e65 Men e65 Women

M: 85W: 89

M: 22W: 25

M: 19W: 22

M: 11W: 11

M: 80W: 85

M: 36W: 36

Department of Statistical Sciences

A major driver: the “longevity revolution”

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Population ageing: challenge or opportunity?

• A longer life the greater ambition of mankind: – micro success, macro failure ?

• Is longevity sustainable ?

• Can we ensure well‐being of all currently  (4‐5) coexisting generations ? Can we find new equilibria to adapt the social and economic organization to an ageing population structure  ?

• Our concept of demographic ageing and the measures we use are still appropriate to the longer and healthier life of elderly persons? What are the relationships between health and demographic ageing?

Department of Statistical Sciences

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Page 6: Si fa presto a dire  · PDF fileSi fa presto a dire invecchiamento  ... 2016 19 24 8 8 2050 31 37 12 11 14 < > < < Adjusting the dynamic old

What consequences the increased longevity had on the timing of the life cycle?

B DA O

B DA O

Hp: Every life stage expands in proportion to increased life expectancy

Department of Statistical Sciences

BA: ChildhoodAO: AdulthoodOD: Old-age

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The proportional rescaling hypothesis (Lee & Goldstein 2003)

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Barriers to proportional rescaling

Department of Statistical Sciences

Life cycle changes are not necessarily linked to increased longevity

• the role of technological development, economic and social organization, cultural expectations

Many barriers to proportional rescaling:

• Biological: increased longevity is not a result of evolutionary forces, so biological thresholds remained substantially unchanged (the length of time children are physically dependent on their parents; sexual maturity; menopause)

• Behavioral: people choose to allocate increasing time to leisure, adding years to the post working period

• Institutional: incentives for early retirement have amplified the impact of population ageing on pension system

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Page 8: Si fa presto a dire  · PDF fileSi fa presto a dire invecchiamento  ... 2016 19 24 8 8 2050 31 37 12 11 14 < > < < Adjusting the dynamic old

Department of Statistical Sciences

Another hypothesis to evaluate the impact of increased longevity on life cycle

The repetition hypothesis: Increased longevity produces the repetition of some relevant phase of the life cycle instead of adding years at every stage

• Remarriage and second families; different period of schooling; several working careers; several residential settlement; ..

This hypothesis better reflects reality for some dimensions of the life cycle but ….

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Page 9: Si fa presto a dire  · PDF fileSi fa presto a dire invecchiamento  ... 2016 19 24 8 8 2050 31 37 12 11 14 < > < < Adjusting the dynamic old

Department of Statistical Sciences

Until now, no shared hypothesis about the impact of longer life on individual life course

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The default solution when measuring population ageing: the added years have been simply added  to the last phase of life            a longer older age

Do other strategies exist? 

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Department of Statistical Sciences

Individual and population ageing

• “Population ageing differs from the ageing of an individual. People who survive a year, grows older a year. Population can grow younger if certain conditions are met” (Ryder, 1975)• He proposed to measure age in term of years remaining until death, instead of years elapsed since birth: a dynamic old‐age threshold defined by 10 years of Remaining Life Expectancy (RLE)

• Much criticism:  Arbitrariness of the limit of 10 yrs of RLE

• A great merit ! A dynamic old‐age threshold depending on longevity 

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Retrospective and prospective age

Retrospective age of 65 in 2014 corresponds to a prospective age of 59.5 (standard 1990 life table) and of 57.1 (standard 1980)

Department of Statistical Sciences

Retrospective age ex

Prospective age

Retrospective age ex

Prospective age

Retrospective age ex

57.1 57 18.9858 18.24

59.5 59 19.31 59 17.5060 18.5661 17.8162 17.0863 16.37

64 19.70 64 15.6765 18.9166 18.12

Standard: Male, 1980Standard: Male, 1990      Male, 2014

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Many years later, Sanderson and Scherbov (2005) resumed the same approach: the prospective age

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Prospective old‐age thresholds: age having a RLE = 11 yrsItaly 1887‐2050

Age at which the RLE equals  that observed for people aged 65 years in 1887 ( i.e. 11  years for both M and W)

Department of Statistical Sciences

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LE MLE Wx RLE=11 yrs M

x RLE 11 yrs W

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To be comparable to a 65-year-old person of 1887, an elderly person of today should be 76 (M) or 80 (W) yrs old

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Men of age >= 65 years oldWomen of age >= 65 years oldMen of age >= prospective old-age thresholdWomen of age >= prospective old-age threshold

Share of the elderly persons (%): a comparison between conventional and prospective old‐age threshold (ref. 1887)

A different image of population ageing

Department of Statistical Sciences

Years% >= 65 years of 

age% >= prospective old‐age threshold

Men Women Men Women1887 6 6 6 61900 6 6 6 61950 8 9 6 62000 15 21 7 82016 19 24 8 82050 31 37 12 11

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><<<

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Adjusting the dynamic old‐age threshold for health status

• A major concern: In which health conditions are lived the extra-years of life ?

• Not taking into account the changing health status of older people could lead to an inaccurate estimate of population ageing and its consequences

– Different socio and economic impact of rising longevity depending on the health status in which the added years are lived

Department of Statistical Sciences

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Measuring health: different dimensions            to consider

• Health: A multidimensional concept– Morbidity: the medical dimension– Disability: the functional dimension– Self‐rated health: the dimension based on individual perception

Department of Statistical Sciences

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**Disability is one of the most important health dimension for the elderly people’s quality of life, being linked to their autonomy in daily life

SRH: a global measure of health based on the general question “How is your health in general”?”

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How to include health status in Life Expectancy ?  Health Expectancy

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Sopravviventi Sopravviventi in buona salute

LEx = [Σx L(x+x) ] / lxHEx = [Σx i (x+x) L(x+x) ] / lx The Sullivan method

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Department of Statistical Sciences

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1991 1994 2000 2005 2013 1991 1994 2000 2005 2013

LE 65.0 65.6 67.0 68.1 69.4 69.7 70.2 71.3 72.2 73.0DFLE 65.0 65.9 67.3 68.3 69.6 67.2 67.6 68.5 69.2 69.7

Prospective age 

MEN WOMEN/MEN

Prospective old-age threshold adjusted for disability(ref. year 1991)

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1991 1994 2000 2005 2013

Considering RLE and assuming as standard men’s RLE at 65 in 1991, threshold advances 3‐4 yrsWomen grow old later than men, although the difference is being reduced

15.2 yrs

+3,3 yrs

+4.4 yrs

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Department of Statistical Sciences

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1991 1994 2000 2005 2013 1991 1994 2000 2005 2013

LE 65.0 65.6 67.0 68.1 69.4 69.7 70.2 71.3 72.2 73.0DFLE 65.0 65.9 67.3 68.3 69.6 67.2 67.6 68.5 69.2 69.7

Prospective age 

MEN WOMEN/MEN

15.2 yrs

Prospective old-age threshold adjusted for disability(ref. year 1991)

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1991 1994 2000 2005 2013

Considering DFLE and assuming as standard men’s DFLE at 65 in 1991, men’s old‐age threshold advances much moreWomen continue to grow old later than men  but the gap is strongly reduced (almost eliminated)

12.1 yrs

+2.5 yrs

+4.6 yrs

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Population ageing according to prospective old-age thresholds adjusted for disability (ref. year 1991)

Department of Statistical Sciences

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Adjusting prospective old‐age thresholds for disability leads to: • lower demographic 

ageing for men • and higher (much 

higher) for women

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Prospective, M

Comparativeprospective,W

ProspectiveDisability Free, M

ComparativeprospectiveDisability Free, W

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Population ageing according to prospective old-age thresholds adjusted for disability (ref. year 1991)

Department of Statistical Sciences

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%

Conventional thresholdshighly overestimatepopulation ageing

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1991 1994 2000 2005 2013

Conventional,M

Conventional, W

Prospective, M

Comparativeprospective,W

ProspectiveDisability Free, M

ComparativeprospectiveDisability Free, W

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Prospective old-age threshold taking into account Healthy Life Expectancy (ref. year 1994)

Department of Statistical Sciences

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Considering HLE and assuming as standard men’s HLE at 65 in 1994, old‐age threshold advances much more

1994 2000 2005 2013 1994 2000 2005 2013LE 65.0 66.4 67.6 69.1 69.7 70.8 71.8 72.6HLE 65.0 68.3 69.9 71.6 68.1 70.2 71.6 72.3

Prospective age

MEN WOMEN/MEN

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72

74

1994 2000 2005 2013

15.5 yrs11.0 yrs

+4,2 yrs

+6,4 yrs

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Prospective,M

Comparativeprospective,W

ProspectiveHealthy,M

ComparativeprospectiveHealthy,W

A much less pronounced population ageing when using SRH adjusted prospective old‐age threshold

Population ageing according to prospective ages having the same remaining HLE (ref. year 1994)

Department of Statistical Sciences

A process of rejuvenation for men (and for women until 2005)

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Conclusions • Population ageing is one of the biggest challenges for 

modern societies and increased longevity plays a crucial role on it

• The need for new concepts and measures

• Measures based on prospective age could be useful to better understand the changing reality

• Is population ageing socially and economically sustainable? It depends on:

– our ability to remove cultural, social and institutional barriers segmenting life course

– the future trends of health conditions among the elderly  

Department of Statistical Sciences

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Conclusions • Until now, at least in Italy, increasing LE went hand in hand with improving health in older ages: 

– the years gained are mostly without disability (especially severe disability) and in good SRH

• Population ageing  is very modest when considering  health adjusted prospective age

– Rejuvenation of men when considering thresholds based on HLE

• Some negative signal for older women: a lower pace of improvement

Department of Statistical Sciences

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Conclusions A crucial issue: 

• All this is based on average values

• Wide and increasing health and survival differences by social status, also at older ages 

‐ In 2012 in Italy:  a difference of life expectancy of 5.2 and 2.7 for men and women between the lowest and the highest education levels (2.2 and 1.3 at 65)

Department of Statistical Sciences

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Grazie per l’attenzione!

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MEN WOMEN

1991 1994 2000 2005 2013 1991 1994 2000 2005 2013

65 years

LE 15.2 15.5 16.5 17.5 18.6 19.0 19.4 20.4 21.3 22.0

DFLE 12.1 12.7 13.7 14.6 15.6 13.8 14.1 14.9 15.6 16.1

DLE 3.0 2.8 2.8 2.8 2.9 5.1 5.2 5.4 5.6 5.9

HR (*100) 80.1 81.9 83.1 83.7 84.2 72.9 73.0 73.3 73.5 73.3

Changing health conditions of people over age 65 in Italy: disability

Good health increases more than survival: higher DFLE and higher HR

Relative compression of disability (Fries 1989)

Department of Statistical Sciences

+≈

+

++

+

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MEN WOMEN

1994 2000 2005 2013 1994 2000 2005 2013

65 years

LE 15.5 16.5 17.5 18.6 19.4 20.4 21.3 22.0

HLE 11.0 12.3 14.4 15.5 12.9 14.8 15.9 16.6

PHLE 4.5 4.3 3.0 3.1 6.5 5.6 5.3 5.4

HR (*100) 71.0 74.1 82.7 83.5 66.7 72.6 74.9 75.6

Changing health conditions over age 65: self‐perceived health

Department of Statistical Sciences

Absolute compression of poor self-perceived health

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Good health increases more than survival: higher DFLE higher HR and lower PHLE

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