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

Pensions, poverty and wellbeing in later life: Comparative research from South Africa and Brazil
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DOI:
10.1016/j.jaging.2012.02.003
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发表时间:
2012-08-01
影响因子:
2.3
通讯作者:
Saboia, Joao
Saboia, Joao
中科院分区:
法学3区
文献类型:
--
作者:
Lloyd-Sherlock, Peter;Barrientos, Armando;Saboia, Joao

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本文借鉴了关于社会政策和晚年福祉的两项相关研究。这些研究对国家和次国家层面以及不同时期的不同老年人群体进行了比较。本文反思了实施这一复杂设计的一些主要挑战,以及解释研究结果并为其他研究确定经验教训。第一项研究于 2002 年进行,对南非和巴西约 2000 个至少有一名老年人的家庭进行了问卷调查,并辅以一系列深入的定性访谈。有趣的是,这些国家的养老金计划非常相似,为大多数老年人提供每天大约 3 美元的可靠支付。这提供了探索类似干预措施在不同发展和文化环境中的影响的前景。在这两个国家,我们发现这些养老金对研究家庭的贫困程度和贫困程度有重大影响,并且通常由老年人和其他家庭成员分享。第二次调查于 2008 年 9 月进行,涉及重新访问 2002 年调查中包含的家庭,并进行了一组单独的深入访谈。在更广泛的国家环境中分歧日益加大的背景下,这为动态分析经济和福祉影响提供了机会。除其他外,这表明所有研究组的生活满意度都很高,而且还在不断提高,尽管这在多大程度上与慷慨的养老金规定直接相关尚无法确定。 (c) 2012 Elsevier Inc. 保留所有权利。
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. (c) 2012 Elsevier Inc. All rights reserved.