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Title: Dependency and Poverty
Other Titles: The effect of LTC spending on dependent elderly people and their families' income
Tutor: Simonazzi, Annamaria
Keywords: dependency
Issue Date: 9-Apr-2014
Abstract: This work examines the economic conditions of dependent elderly people and their families, in order to investigate the existence of a relation between the condition of dependence and the risk of falling into poverty. For this purpose, we divide the research in to phase. The result of the first phase, obtained through a cluster analysis, is the definition of four typologies of the European States on the basis of LTC systems' specific aspects (public expenditure, accessibility and delivery of services and the care market composition), which in our opinion, affect the level of private resources (both in term of time and money) that dependent elderly people and their family members devote to care. On the basis of the result of the cluster analysis we selected a restrict number of countries in order to estimate the possible connection between the level of private care resources related to the health condition of the elderly and the risk of poverty, both for the dependent elderly and for their adult children. Through the use of micro data, this work offers an analysis of the impacts of the LTC system reform processes on the formal and informal services, during the last ten years. Logistic regression models are used for estimate the relationship between the risk of poverty, the private care resources, the individual and family characteristics and the benefits that the dependent elderly people receive from LTC system. At the aggregate level, the main sources of data are represented by ESSPROS, SHA, OECD and EUROSTAT. At the micro level we use the Survey of Health, Ageing and Retirement in Europe (SHARE: wave 1, wave 2 and wave 4) to analyze both LTC-related spending and the elderly person’s and its family income. We utilize the dataset of the three waves of SHARE in order to use a diachronic approach for better understanding of the incidence of the dependent condition on the income of the elderly and their family.
Description: This research attempts to bring together two levels of analysis that have been usually considered separately in social policy studies. In diagram 1 we presents the relationships linking together the processes of reform that have interested the LTC systems at the macro level with the economic impact that they generate at the micro/individual level. Additionally, this analysis tries to consider simultaneously both the risk factors and the prevention factors related to the dependent condition, in order to assess the extent to which greater reliance on the private care resources can affect the household’s risk of poverty. The macro analysis highlights the existence of a trade-off between the two dimensions of private care resources, showing that the LTC systems are distributed on a continuum, from countries in which the families are scarcely involved in the care process, to countries in which the elderly care is almost exclusively a private matter. On the basis of these results it is possible to identify four typologies of elderly care systems. The micro analysis has allowed to better understand the consequences of the reform processes on services perception in the Swedish case, highlighting, counter-trend with macro data, how the LTC system of this countries is moving away from the Scandinavian model. This research is the first study (to the author’s knowledge) that tries to link together, in a causal relationship, two of the main social risk at EU level: the ageing population and the risk of poverty of dependent persons and their families
Research interests: social policies (LTC systems), ageing population,poverty
Skills short description: During my PhD I had the possibility to deeper my interests in the social policies analysis, through both theoretical and empirical issues of sociology and economic. I benefitted from the intrinsic European nature of my PhD program by attending several international conferences and spending several months as a visiting student at the University of Southampton. During my studies I developed the ability to manage a broad research design, that links changes at macro level with their consequences at micro (individual) level. Additionally, I developed the ability to finalize and present the research through papers and oral presentations.
Personal skills keywords: macro/micro data analysis (SPSS, STATA)
interdisciplinarity (sociology and economic)
creation, design of complex studies and projects
flexibility, functioning independently in a variety of environments and roles
communication skills including conceptualizing, explaining, writing, and public speaking

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