Skip to main content
Log in

Visualizing Health and Well-Being Inequalities Among Older Europeans

  • Original Research
  • Published:
Social Indicators Research Aims and scope Submit manuscript

Abstract

In this study, we propose a hyper-simplified indicator of health and well-being for data visualization purposes in large datasets and apply it to SHARE survey data, the largest macro survey on health, ageing and retirement for 18 European countries. The indicator is based on four thematic sub-indicators, each focussing on a particular issue, which are obtained from more than twenty mixed variables measured on more than 60,000 respondents; Next, PCA is used to summarize their information in order to find and visualize profiles of “healthy ageing” across Europe. As a result, EU countries are classified in three groups, that segment the database into the least to the most individuals at risk of health and well-being. The methodology we propose is wide enough to be extended to other surveys or disciplines.

This is a preview of subscription content, log in via an institution to check access.

Access this article

Price excludes VAT (USA)
Tax calculation will be finalised during checkout.

Instant access to the full article PDF.

Fig. 1
Fig. 2
Fig. 3
Fig. 4
Fig. 5
Fig. 6
Fig. 7
Fig. 8

Similar content being viewed by others

Notes

  1. PPP is a well-known indicator in economic field, that reflects the real currency value on buying same goods with same currency. It is a way of measuring economic variables among countries without being affected by different exchange rates.

  2. Pearson’s correlation coefficients between WBDI and SPI and between WBDI and WHR are \(-0.59\) and \(-0.88\), respectively, both statistically significant at 5% significance level.

References

  • Abellán, A. (2003). Percepción del estado de salud. Revista Multidisciplinar de Gerontología, 13(5), 340–342.

    Google Scholar 

  • Albarrán, A., Alonso, P., & Grané, A. (2015). Profile identification via weighted related metric scaling: An application to dependent Spanish children. Journal of the Royal Statistical Society Series A: Statistics in Society, 178, 1–26. https://doi.org/10.1111/rssa.12084.

    Article  Google Scholar 

  • Albrecht, G. L., & Devlieger, P. J. (2000). Disability assumptions, concepts and theory: Reply to Tom Kock. Social Sciences and Medicine, 50, 761–762.

    Article  Google Scholar 

  • Aravacik, E. D. (2018). Social policy and the welfare state. In B. Aikgöz (Ed.), Public Economics and Finance. London: Intechopen. https://doi.org/10.5772/intechopen.82372.

    Chapter  Google Scholar 

  • Argyle, M. (1997). Is happiness a cause of health? Psychological Health, 12, 769–781.

    Article  Google Scholar 

  • Arpino, B., & Solé-Auró, A. (2019). Education inequalities in health among older European men and women: The role of active aging. Journal of Aging and Health, 31(1), 185–208.

    Article  Google Scholar 

  • Bache, I. (2019). How does evidence matter? Understanding ‘what works’ for wellbeing. Social Indicators Research, 142, 1153–1173.

    Article  Google Scholar 

  • Balia, S., & Brau, R. (2014). A country for old men? Long-term home care utilization in Europe. Health Economics, 23(10), 1185–1212.

    Article  Google Scholar 

  • Baltes, M. M. (1996). The many faces of dependency in old age. New York: Cambridge University Press.

    Google Scholar 

  • Baltes, P. B., & Baltes, M. M. (1990). Psychological perspectives on successful aging: The model of selective optimization with compensation. In P. B. Baltes & M. M. Baltes (Eds.), Successful aging: Perspectives from the behavioural sciences (pp. 1–34). Cambridge: Cambridge University Press.

    Chapter  Google Scholar 

  • Barczyk, D., & Kredler, M. (2019). Long-term care across Europe and the U.S.: The role of informal and formal care. Fiscal Studies, 40, 329–373.

    Article  Google Scholar 

  • Barker, D. J., & Osmond, C. (1988). Low birth weight and hypertension. BMJ, 297, 134–135.

    Article  Google Scholar 

  • Börsch-Supan, A. (2020). Survey of health, ageing and retirement in Europe (SHARE) Wave 6. Release Version: 7.1.0. SHARE-ERIC. Data set. https://doi.org/10.6103/SHARE.w6.700.

  • Börsch-Supan, A., Brandt, M., Hunkler, C., Kneip, T., Korbmacher, J., Malter, F., et al. (2013). Data resource profile: The survey of health, ageing and retirement in Europe (SHARE). International Journal of Epidemiology. https://doi.org/10.1093/ije/dyt088.

    Article  Google Scholar 

  • Boyle, P., Buchman, A., & Bennett, D. (2010). Purpose in life is associated with a reduced risk of incident disability among community-dwelling older persons. American Journal of Geriatric Psychiatry, 18(12), 1093–1102.

    Article  Google Scholar 

  • Cantarero-Prieto, D., Pascual-Sáez, M., & Blázquez-Fernández, C. (2018). What is happening with quality of life among the oldest people in Southern European countries? An empirical approach based on the SHARE data. Social Indicators Research, 140, 1195–1209.

    Article  Google Scholar 

  • Carrino, L., & Orso, C.(2014). Eligibility and inclusiveness of long-term care institutional frameworks in Europe: A cross-country comparison. In University Ca’ Foscari of Venice. Department of Economics Research Paper Series, Issue 28/WP/2014. https://ssrn.com/abstract=2541246.

  • Chatterji, S., Byles, J., Cutler, D., Seeman, T., & Verdes, E. (2015). Health, functioning, and disability in older adults-present status and future implications. The Lancet, 385(9967), 563–575.

    Article  Google Scholar 

  • Costa-Font, J., Jimenez-Martin, S., & Vilaplana, C. (2017). Does long-term care subsidisation reduce unnecessary hospitalisations? In CESifo working paper series, Issue 6078. https://ssrn.com/abstract=2858807.

  • Côté-Sergent, A., Fonseca, R., & Strumpf, E. (2018). Comparing the education gradient in chronic disease incidence among the elderly in six OECD countries. In CIRANO working papers, 2018s-11. https://ideas.repec.org/p/lvl/criacr/1801.html.

  • Crimmins, E. M., & Beltrán-Sánchez, H. (2011). Mortality and morbidity trends: Is there compression of morbidity? Journal of Gerontology B Psychological Sciences and Social Sciences, 66(1), 75–86.

    Article  Google Scholar 

  • Cruz-Martínez, G. (2014). Welfare state development in Latin America and the Caribbean (1970s–2000s): Multidimensional welfare index, its methodology and results. Social Indicators Research, 119, 1295–1317.

    Article  Google Scholar 

  • De Kruijk, H., & Rutten, M. (2007). Weighting dimensions of poverty based on people’s priorities: Constructing a composite poverty index for the maldives. In Q-squared working paper no. 35. Centre For International Studies, University of Toronto

  • Edwards, J., Fuller, T. D., Vorakiphokatorn, S., & Sermsri, S. (1994). Household crowding and its consequences. Boulder, CO: West Press.

    Google Scholar 

  • Francesco, B., & Gnesi, C. (2016). A review of the literature on well-being in Italy: A human development perspective. Forum for Social Economics, 45(2–3), 170–192.

    Google Scholar 

  • Gilleard, C. (2008). The third age and the baby boomers: Two approaches to the social structuring of later life. International Journal of Ageing and Later Life, 2, 13–30.

    Article  Google Scholar 

  • Gilmour, H. (2012). Social participation and the health and well-being of Canadian seniors. Health Reports, 23(4), 23–32.

    Google Scholar 

  • Global AgeWatch Index. (2015). HelpAge international press release. https://www.helpage.org/global-agewatch/.

  • Goga, C. (2018). Brief overview of survey sampling techniques with R. Romanian Statistical Review, 66, 83–94.

    Google Scholar 

  • Grané, A., & Jach, A. (2014). Applications of principal component analysis PCA in food science and technology. In D. Granato & G. Ares (Eds.), Mathematical and Statistical Methods in Food Science and Technology (pp. 57–86). New Jersey: Wiley.

    Google Scholar 

  • Gwozdz, W., & Sousa-Poza, A. (2010). Ageing, health and life satisfaction of the oldest old: An analysis for Germany. Social Indicators Research, 97(3), 397–417.

    Article  Google Scholar 

  • Halleröd, B., & Seldén, D. (2013). The multi-dimensional characteristics of wellbeing: How different aspects of wellbeing interact and do not interact with each other. Social Indicators Research, 113, 807–825.

    Article  Google Scholar 

  • Hank, K., & Wagner, M. (2013). Parenthood, marital status, and well-being in later life: Evidence from SHARE. Social Indicators Research, 114, 639–653.

    Article  Google Scholar 

  • Havari, E., & Peracchi, F. (2014). Growing up in wartime: Evidence from the era of two world wars. In EIEF working papers series. https://ideas.repec.org/p/eie/wpaper/1405.html.

  • Helliwell, J. F., Layard, R., & Sachs, J. D. (2015). World happiness report 2015. New York: Sustainable Development Solutions Network.

    Google Scholar 

  • Hickenbotham, A., Roorda, A., Steinmaus, C., & Glasser, A. (2012). Meta-analysis of sex differences in presbyopia. Investigative Ophthalmology and Visual Science, 53, 3215.

    Article  Google Scholar 

  • Hlebec, V., Srakar, A., & Majcen, B. (2019). Long-term care determinants of care arrangements for older people in Europe: evidence from SHARE. Revija za socijalnu politiku, 26(2), 135–152.

    Article  Google Scholar 

  • Iacus, S. M., Porro, G., Salini, S., & Siletti, E. (2020). An Italian composite subjective well-being index: The voice of twitter users from 2012 to 2017. Social Indicators Research. https://doi.org/10.1007/s11205-020-02319-6.

    Article  Google Scholar 

  • Jonhnson, R., & Wichern, D. (2014). Applied multivariate statistical analysis. London: Pearson Education Ltd.

    Google Scholar 

  • Jylhä, M. (2009). What is self-rated health and why does it predict mortality? Towards a unified conceptual model. Social Science and Medicine, 69(3), 307–316.

    Article  Google Scholar 

  • Kiecolt-Glaser, J. K., & Newton, T. L. (2001). Marriage and health: His and hers. Psychological Bulletin, 127, 472–503.

    Article  Google Scholar 

  • Kock, T. (2000). The illusion of paradox commentary: The disability paradox: High quality of life against all odds. Social Science and Medicine, 50, 757–759.

    Article  Google Scholar 

  • Laslett, P. (2019). A fresh map of life? The emergence of the third age. Cambridge: Harvard University Press.

    Google Scholar 

  • Linares-Luján, A. M., & Parejo-Moruno, F. M. (2019). Height, literacy and survival: A composite index of wellbeing based on data from military recruitment (1880–1980). Social Indicators Research, 144, 999–1019.

    Article  Google Scholar 

  • Maccagnan, A., Wren-Lewis, S., Brown, H., & Taylor, T. (2019). Wellbeing and society: Towards quantification of the co-benefits of wellbeing. Social Indicators Research, 141, 217–243.

    Article  Google Scholar 

  • Machón, M., Vergara, I., Dorronsoro, M., Vrotsou, K., & Larrañaga, I. (2016). Self-perceived health in functionally independent older people: Associated factors. BMC Geriatrics, 16, 66. https://doi.org/10.1111/rssa.120840.

    Article  Google Scholar 

  • Maggino, F. (2017). Developing indicators and managing the complexity. In F. Maggino (Ed.), Complexity in society: From indicators construction to their synthesis, social indicators research series (Vol. 70, pp. 87–114). Cham: Springer.

    Google Scholar 

  • Maiti, D., & Awasthi, A. (2020). ICT exposure and the level of wellbeing and progress: A cross country analysis. Social Indicators Research, 147, 311–343.

    Article  Google Scholar 

  • Malter, F., & Börsch-Supan, A. (Eds.). (2017). SHARE wave 6: Panel innovations and collecting dried blood spots. Munich: Munich Center for the Economics of Aging (MEA).

    Google Scholar 

  • Martikainen, P., Aromaa, A., Heliövaara, M., Klaukka, T., Knekt, P., Maatela, J., & Lahelma, E. (1999). Reliability of perceived health by sex and age. Social Science and Medicine, 48(8), 1117–1122.

    Article  Google Scholar 

  • Mazziotta, M., & Pareto, A. (2017). Synthesis of indicators: The composite indicators approach. In F. Maggino (Ed.), Complexity in society: From indicators construction to their synthesis, Social indicators research series (Vol. 70, pp. 159–191). Cham: Springer.

    Google Scholar 

  • Mazziotta, M., & Pareto, A. (2019). Use and misuse of PCA for measuring well-being. Social Indicators Research, 142, 451–476.

    Article  Google Scholar 

  • Metz, D., & Underwood, M. (2005). Older, richer, fitter. London: Age Concern.

    Google Scholar 

  • Michael, H., & Walther, R. G. (1981). Living alone, social integration, and mental health. American Journal of Sociology, 87, 48–74.

    Article  Google Scholar 

  • Mori, K., Kaiho, Y., Tomata, Y., Narita, M., Tanji, F., Sugiyama, K., et al. (2017). Sense of life worth living (ikigai) and incident functional disability in elderly Japanese: The Tsurugaya project. Journal of Psychosomatic Research, 95, 62–67.

    Article  Google Scholar 

  • Moulaert, T., & Biggs, S. (2013). International and European policy on work and retirement: Reinventing critical perspectives on active ageing and mature subjectivity. Human Relations, 66, 23–43.

    Article  Google Scholar 

  • Nardo, M., Saisana, M., Saltelli, A., & Tarantola, S. (2005). Tools for composite indicators building. In Join Research Center, European Comission, EUR 21682 EN.

  • Nogueira, D., & Reis, E. (2014). Longevity and health: Trends in functional limitations and disability among older adults in Portugal, 1985–2005. Ageing International, 39, 195–209.

    Article  Google Scholar 

  • Noll, H.-H. (2018). Social monitoring and reporting: A success story in applied research on social indicators and quality of life. Social Indicators Research, 135, 951–964.

    Article  Google Scholar 

  • Porter, M. E., Stern, S., & Green, M. (2015). Social progress index 2015. Washington, DC: Social Progress Imperative.

    Google Scholar 

  • Real, T. (2008). Dependencia funcional, depresión y calidad de vida en ancianos institucionalizados. Informaciones Psiquiátricas, 192, 163–178.

    Google Scholar 

  • Rencher, A. C. (1998). Multivariate statistical inference and applications. New York: Wiley.

    Google Scholar 

  • Robles, T. F., & Kiecolt-Glaser, J. K. (2003). The physiology of marriage: Pathways to health. Physiology and Behavior, 79, 409–416.

    Article  Google Scholar 

  • Saß, A. C., Wurm, S., & Ziese, T. (2009). Somatic and psychological health. In: Tesch-Römer, C., Böhm K., & Ziese, T. (eds.) Berlin: Robert Koch-Institute.

  • Spitzer, S., & Weber, D. (2019). Reporting biases in self-assessed physical and cognitive health status of older Europeans. PLoS ONE, 14(10), e0223526.

    Article  Google Scholar 

  • Steptoe, A., Deaton, A., & Stone, A. A. (2015). Subjective wellbeing, health, and ageing. The Lancet, 385, 640–648. https://doi.org/10.1111/rssa.120841.

    Article  Google Scholar 

  • Stiglitz, J. E., Sen, A., & Fitoussi, J.-P. (2009). Report by the commission on the measurement of economic performance and social progress. https://doi.org/10.1111/rssa.120842.

  • Stolz, E., Mayerl, H., & Freidl, W. (2019). Fluctuations in frailty among older adults. Age and Ageing, 48(4), 547–552.

    Article  Google Scholar 

  • Tenand, M. (2018). Equity and efficiency in long-term care policies: Empirical evidence from France and the Netherlands. In Economies and Finances. PSL Research University. NNT: 2018PSLEE026. https://doi.org/10.1111/rssa.120843.

  • United Nations (2019). World population ageing: Highlights. Department of Economic and Social Affairs, Population Division (ST/ESA/SER.A/430).

  • Van Phan, P., & O’Brien, M. (2019). Multidimensional wellbeing inequality in a developing country: A case study of Vietnam. Social Indicators Research, 145, 157–183.

    Article  Google Scholar 

  • Verbrugge, L. M. (1976). The twain meet empirical explanations of sex differences in health and mortality. Journal of Health and Social Behavior, 30, 282–304.

    Article  Google Scholar 

  • Vozikaki, M., Linardakis, M., Micheli, K., & Philalithis, A. (2017). Activity participation and well-being among European adults aged 65 years and older. Social Indicators Research, 131, 769–795.

    Article  Google Scholar 

  • Waldron, I. (1980). Employment and women’s health: An analysis of causal relationships. International Journal of Health Services: Planning, Administration, Evaluation, 10(3), 435–454.

    Article  Google Scholar 

  • Walker, A. (2004). Calidad de vida de las personas mayores. Análisis comparativo europeo. Revista Española de Geriatría y Gerontología, 39(3), 8–17.

    Google Scholar 

  • Weeranakin, P., & Promphakping, B. (2018). Local meanings of wellbeing and the construction of wellbeing indicators. Social Indicators Research, 138, 689–703.

    Article  Google Scholar 

  • WHO. (2002). International classification of functioning, disability and health (ICF). World Health Organization. https://doi.org/10.1111/rssa.120844.

  • WHO. (2015). Report on ageing and health 2015. World Health Organization. https://doi.org/10.1111/rssa.120845.

  • White, S. (2009). Bringing wellbeing into development practice. In Wellbeing in developing countries research group working paper 09/50. Bath: University of Bath.

  • Wingard, D. L. (1984). The sex differential in morbidity, mortality, and lifestyle. Annual Review of Public Health, 5, 433–458.

    Article  Google Scholar 

  • Yoon, J., & Klasen, S. (2018). An application of partial least squares to the construction of the Social Institutions and Gender Index (SIGI) and the Corruption Perception Index (CPI). Social Indicators Research, 138, 61–88.

    Article  Google Scholar 

Download references

Acknowledgements

Financial support from research project MTM2014-56535-R by the Spanish Ministry of Economy and Competitiveness. This paper uses data from SHARE Waves 6 (https://doi.org/10.6103/SHARE.w6.710), see Börsch-Supan et al. (2013) for methodological details. The SHARE data collection has been funded by the European Commission through FP5 (QLK6-CT-2001-00360), FP6 (SHARE-I3: RII-CT-2006-062193, COMPARE: CIT5-CT-2005-028857, SHARELIFE: CIT4-CT-2006-028812), FP7 (SHARE-PREP: GA N\(^o\)211909, SHARE-LEAP: GA N\(^o\)227822, SHARE M4: GA N\(^o\)261982) and Horizon 2020 (SHARE-DEV3: GA N\(^o\)676536, SERISS: GA N\(^o\)654221) and by DG Employment, Social Affairs and Inclusion. Additional funding from the German Ministry of Education and Research, the Max Planck Society for the Advancement of Science, the U.S. National Institute on Aging (U01-AG09740-13S2, P01-AG005842, P01-AG08291, P30-AG12815, R21-AG025169, Y1-AG-4553-01, IAG-BSR06-11, OGHA-04-064, HHSN271201300071C) and from various national funding sources is gratefully acknowledged (see www.share-project.org).

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to Aurea Grané.

Additional information

Publisher's Note

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

Rights and permissions

Reprints and permissions

About this article

Check for updates. Verify currency and authenticity via CrossMark

Cite this article

Grané, A., Albarrán, I. & Guo, Q. Visualizing Health and Well-Being Inequalities Among Older Europeans. Soc Indic Res 155, 479–503 (2021). https://doi.org/10.1007/s11205-021-02621-x

Download citation

  • Accepted:

  • Published:

  • Issue Date:

  • DOI: https://doi.org/10.1007/s11205-021-02621-x

Keywords

Mathematics Subject Classification

Navigation