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Assessing the Process of Retirement: a Cross-Cultural Review of Available Measures

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Abstract

Retirement research is now expanding beyond the post-World War II baby boomers’ retirement attitudes and plans to include the nature of their workforce exit and how successfully they adjust to their new life. These elements are collectively known as the process of retirement. However, there is insufficient research in developing countries to inform the management of their ageing populations regarding this process. This review aims to facilitate national and cross-cultural research in developing and non-English speaking countries by reviewing the existing measures of the retirement process published in English and Portuguese. The review identified 28 existing measures assessing retirement attitudes, planning, decision making, adjustment and satisfaction with retirement. Information on each scale’s item structure, internal reliability, grammatical structure and evidence of translations to other languages is presented. Of the 28 measures, 20 assessed retirement attitudes, plans and decision-making, 5 assessed adjustment to retirement and only two assessed retirement satisfaction. Only eight of the 28 scales had been translated into languages other than English. There is scope to translate measures of retirement attitudes and planning into other languages. However there is a paucity of translated measures of retirement decision-making and adjustment, and measures of retirement satisfaction in general. Within the limitations of this review, researchers are provided with the background to decide between translating existing measures or developing of more culturally appropriate assessment tools for addressing their research questions.

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Authors and Affiliations

  1. Universidade Federal do Espírito Santo, Av. Fernando Ferrari, 514, 29060-970 -, Vitória -, ES, Brazil

    Julia C. Rafalski & Alexsandro L. de Andrade

  2. University of Sydney, Lidcombe, NWS, 2141, Australia

    Jack H. Noone & Kate O’Loughlin

  3. University of New South Wales, Lidcombe, NWS, 2141, Australia

    Jack H. Noone

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  1. Julia C. Rafalski
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  2. Jack H. Noone
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  4. Alexsandro L. de Andrade
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Correspondence to Julia C. Rafalski.

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Rafalski, J.C., Noone, J.H., O’Loughlin, K. et al. Assessing the Process of Retirement: a Cross-Cultural Review of Available Measures. J Cross Cult Gerontol 32, 255–279 (2017). https://doi.org/10.1007/s10823-017-9316-6

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