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Well-being among elderly community
dwellers and assisted living residents:
        A comparative analysis

 Sara Carmel, Hava Tovel, Zinovi Shraga
 The Center for Multidisciplinary Research in Aging
            Faculty of Health Sciences
      Ben-Gurion University of the Negev



                      Supported by:
          The Israel Ministry for Senior Citizens
       The Abraham and Sonia Rochlin Foundation
Quality of life and subjective well-being –
        societal needs and challenges


 Decreased quality of life is one of the
  phenomena accompanying prolonged life,
  with significant implications for the elderly,
  their families, and society as a whole.

 Finding the best social solutions for this
  relatively vulnerable population group has
  become a challenge to all nations.
Purpose of the study


 The leading worldwide approach for maintaining
  successful aging is to enable older people to
  "age in place" – in their homes and
  communities.

 The purpose of this study was to question this
  dominant approach by comparing subjective
  well-being (SWB) of assisted-living residents
  (ALR) to that of community dwellers (CD).
Assisted living (AL) in Israel
In Israel, AL sites (also called “sheltered housing”)
   are run by for-profit and non-profit organizations.
   Both provide high quality services.
   (165 sites/21,000 units)
Services provided:
- Personal safety arrangements
- 24-hour availability of medical services
- Immediate assistance for any need
- Restaurant services
- Home cleaning and repairs
- A variety of social, cultural and physical activities
The degree of use of each service depends on the resident.
Method

Structured home interviews were conducted with
  two groups of people aged 75+, living in 3 major
  Israeli cities - Tel-Aviv, Beer-Sheva, Haifa.

1. An ALR group, based on agreement to participate in
   the study from 8 large facilities (n=215)

2. A CD group - of elderly matched for age, gender,
   family status, economic status, ADL, and IADL
   (n=215)
Comparison between CD and ALR on health, function,
                 and socio-demographic characteristics
                             CD                          ALR               t   2     df p
Gender            Male         Female          Male        Female          2 =.30, df=1, p=.58
                  59 (27%)      156 (73%)      54 (35%)     161(75%)
Spouse              yes             no           yes            no         2 =1.66, df=1, p=.198
                  80 (37%)      135 (63%)      67 (31%)     147 (69%)
Age      (M/SD)           83.9 (4.19)                 83.9 (5.38)          t=-.100, df=428, p=.920
Health (M/SD)             3.13 (.94)                   3.09 (.84)          t= .515, df=428, p=.607
IADL     (M/SD)           1.39 (.55)                   1.33 (.55)          t=1.25, df=426, p=.211
Education          low                  High    low                 High
                    15         98   101    21    78   114
                   (7%)      (46%) (47%) (10%) (37%) (53%)
Economic           Bad       good       Very    bad      good       Very   2 =4.85, df=2, p=.089
status                                  good                        good
                    16        171    28         16        154    45
                   (7%)      (80%) (13%)       (7%)      (72%) (21%)
Comparison between CD and ALR on indicators of SWB
               Well-being                     CD             ALR
                                             M (SD)         M (SD)
                                                                              t

Life satisfaction (Neugarten)               3.45 (.68)     3.65 (.61)    -3.24, p=.001

Life satisfaction (Carmel)                  3.96 (.66)     4.17 (.55)    -3.57, p<.000

Successful aging (subjective)              7.58 (1.83)    8.03 (1.62)    -2.65, p=.008

Loneliness (high score = low loneliness)   4.71 (1.25)    5.03 (1.12)    -2.72, p=.007

Happiness                                  5.29 (1.26)    5.50 (1.03)    -1.85, p=.064

Morale (Lawton et al.)                      2.85 (.64)     2.96 (.52)    -2.21, p=.032

Will to live                                3.43 (.88)    3.43 (.72)     .105, p=.920

GDS (high score = low depression)          11.18 (3.42)   11.96 (2.99)   -2.53, p=.012

Fear of dying                              3.72 (1.19)    4.04 (1.12)    -2.86, p=.004

Fear of death                               1.55 (.81)     1.38 (.63)    2.37, p=.018
Antecedents of different aspects of well-being ()
            LS-N      LS-C     Success-    Loneli-    Happin-     Morale    Will to    GDS      Fear of   Fear
                               ful aging   ness        ness                  live                dying     of
                                                                                                          death

Gender      .099*    .119**      .108*      .146*       .053       .041      -.089      .067     .142*    -.023

Spouse     -.167**   -.124*      -.059      -.228**     -.058      -.086     -.067     -.110*     -.081   -.063

Econo.     .139**     .146*      .079        .045       .083       .080      -.014      .069      -.083   .072
status

Health     -.331**   -.313**    -.358**     -.125*     -.266**    -.398**   -.291**   -.247**    .185**   .073
status
IADL       -.134**   -.146**    -.149**     -.095       -.054     -.121*     -.025    -.246**    -.146*   .088

Resid-     .138**    .150**     .109**      .137**      .080       .082      -.004     .104*     .143**   -.100*
ence

R2          .26**     .25**      .24**       .11**      .11**      .26**     .10**      .22**     .08**    .02*


LS-N – Life satisfaction (Neugarten et al., 1961) , LS-C – Life Satisfaction Carmel, 1997
Morale – Philadelphia Geriatric Center Moral Scale (Lawton, 1975), Loneliness – Hughes et al. , 2004,
Happiness – Lyubomirsky et al., 1999,
GDS – Geriatric Depression Scale (Zalsman et al., 1998).
Addressed needs and satisfaction in AL

Degree of addressed needs in AL (on a scale of 0-5):
  A high degree of response to needs with average
  scores from 4.84 (SD= .44) to 4.34 (SD=1.38) .
  Exception – reference to meals (3.00, SD=2.2) due to
  great variability in use.

The highest scores were given for: ability to manage an
 independent life, to continue life as usual, feeling
 comfortable in the apartment, physical security,
 accessibility of medical services, and privacy.

Satisfaction with relocation to AL was high –
  87% responded as very satisfied.
Experienced changes in AL
What are the 3 most important changes for you with relocation?
(% out of all responses in each category)

Positive (202 out of 215 responded – 365 responses):
- Social life          - 29%                  - Release from household
- Personal security    - 22%                                   duties - 7%
- Leisure activities   - 13%                  - Easier life            - 7%
- Personal tranquility - 9%                   - Medical security       - 5%
                                              - Housing conditions    - 5%

Negative (83 out of 215-responded, 23 responded - no negative change,
              altogether only 49 responses):
- Condition of neighbors - 22%               - Adjustment difficulties - 10%
- Housing conditions      - 22%               - Loss of neighborhood - 10%
- Loss of privacy         - 8%                - Faraway from town      - 6%
- Lacking pets            - 4%
- Other issues            - 16%
Summary of results
 The two groups were similar in socio-demographic
  characteristics, self-rated health, ADL, and IADL.

 ALR ranked themselves significantly and systematically
  higher than CD on indicators of well-being including:

   Satisfaction with life (two measures)
   Self-perceived successful aging
   Happiness
   Morale
   Fear of death (inverse direction)
   Depression (inverse direction)
   Loneliness (inverse direction)
                    (8 out of 10)

   ALR ranked themselves worse regarding fear of dying.
Summary of results (cont.)

 The best predictors of SWB across 10 different
 measures, in order of importance, were:

     - self-evaluated health status
     - type of residence
     - IADL
     - gender
     - having a spouse
     - self-evaluated economic status.

Most of the responses to needs addressed in AL
 and changes with relocation indicated a high
 level of satisfaction with relocation
Conclusions
 Type of residence plays an important role in influencing
  older adults' SWB, assisted living being preferable.

 The residence effect is stronger than age, gender,
  economic status, having a spouse, and IADL.

 These findings and their practical implications shatter the
  currently dominant beliefs and practices regarding best
  residence solutions for elderly people.

 Replications of this study in Israel and other countries
  are needed in order to ascertain these findings and the
  derived implications.

 We must continuously promote evidence-based best
  responses to the needs of older adults and society.
Life is beautiful
Comparison between CD and ALR on indicators of SWB
                  Men only (n=113)
               Well-being                      CD            ALR
                                              M/SD           M/SD
                                                                              t
Life satisfaction (Neugarten)               3.41 (.71)     3.70 (.59)    -2.32, p=.022

Life satisfaction (Carmel)                  3.93(.73)      4.18 (.55)    -2.06, p<.041

Successful Aging (subjective)              7.43 (1.83)    8.04 (1.72)    -1.69, p=.093

Loneliness (high score = low loneliness)   4.50 (1.35)    5.11 (1.11)    -2.59, p=.011

Happiness                                  5.21 (1.32)    5.60 (1.16)    -1.64, p=.103

Morale (Lawton et al.)                      2.89 (.70)     3.01 (.50)    -1.00, p=.318

Will to live                                3.56 (.82)    3.64 (.54)     -.650, p=.517

GDS (high score = low depression)          11.17 (3.84)   12.26 (2.75)   -1.75, p=.084

Fear of dying                              3.72 (1.19)    4.04 (1.12)    -2.16, p=.033

Fear of death                               1.51 (.70)     1.46 (.74)    .380, p=.705
Comparison between CD and AR on indicators of SWB
                     Women only, n=317
               Well-being                      CD            ALR
                                              M/SD           M/SD
                                                                              t

Life satisfaction (Neugarten)               3.46 (.67)     3.63(.61)     -2.37, p=.018

Life satisfaction (Carmel)                  3.97 (.63)     4.16 (.56)    -2.89, p<.004

Successful Aging (subjective)              7.64 (1.74)    8.02 (1.60)    -2.04, p=.042

Loneliness (high score = low loneliness)   4.80 (1.21)    5.00 (1.13)    -1.56, p=.121

Happiness                                  5.32 (1.25)    5.46 (1.00)    -1.13, p=.260

Morale (Lawton et al.)                      2.84 (.61)     2.97 (.53)    -1.93, p=.054

Will to live                                3.39 (.89)    3.36 (.77)     .366, p=.714

GDS   (high score = low depression)        11.18 (3.26)   11.86 (3.01)   -1.91, p=.057

Fear of dying                              3.85(1.16)     4.11 (1.11)    -1.94, p=.053

Fear of death                               1.56 (.86)     1.35 (.59)    2.49, p=.013

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2 carmel- assisted living - prague may 20 2012-final

  • 1. Well-being among elderly community dwellers and assisted living residents: A comparative analysis Sara Carmel, Hava Tovel, Zinovi Shraga The Center for Multidisciplinary Research in Aging Faculty of Health Sciences Ben-Gurion University of the Negev Supported by: The Israel Ministry for Senior Citizens The Abraham and Sonia Rochlin Foundation
  • 2. Quality of life and subjective well-being – societal needs and challenges  Decreased quality of life is one of the phenomena accompanying prolonged life, with significant implications for the elderly, their families, and society as a whole.  Finding the best social solutions for this relatively vulnerable population group has become a challenge to all nations.
  • 3. Purpose of the study  The leading worldwide approach for maintaining successful aging is to enable older people to "age in place" – in their homes and communities.  The purpose of this study was to question this dominant approach by comparing subjective well-being (SWB) of assisted-living residents (ALR) to that of community dwellers (CD).
  • 4. Assisted living (AL) in Israel In Israel, AL sites (also called “sheltered housing”) are run by for-profit and non-profit organizations. Both provide high quality services. (165 sites/21,000 units) Services provided: - Personal safety arrangements - 24-hour availability of medical services - Immediate assistance for any need - Restaurant services - Home cleaning and repairs - A variety of social, cultural and physical activities The degree of use of each service depends on the resident.
  • 5. Method Structured home interviews were conducted with two groups of people aged 75+, living in 3 major Israeli cities - Tel-Aviv, Beer-Sheva, Haifa. 1. An ALR group, based on agreement to participate in the study from 8 large facilities (n=215) 2. A CD group - of elderly matched for age, gender, family status, economic status, ADL, and IADL (n=215)
  • 6. Comparison between CD and ALR on health, function, and socio-demographic characteristics CD ALR t 2 df p Gender Male Female Male Female 2 =.30, df=1, p=.58 59 (27%) 156 (73%) 54 (35%) 161(75%) Spouse yes no yes no 2 =1.66, df=1, p=.198 80 (37%) 135 (63%) 67 (31%) 147 (69%) Age (M/SD) 83.9 (4.19) 83.9 (5.38) t=-.100, df=428, p=.920 Health (M/SD) 3.13 (.94) 3.09 (.84) t= .515, df=428, p=.607 IADL (M/SD) 1.39 (.55) 1.33 (.55) t=1.25, df=426, p=.211 Education low High low High 15 98 101 21 78 114 (7%) (46%) (47%) (10%) (37%) (53%) Economic Bad good Very bad good Very 2 =4.85, df=2, p=.089 status good good 16 171 28 16 154 45 (7%) (80%) (13%) (7%) (72%) (21%)
  • 7. Comparison between CD and ALR on indicators of SWB Well-being CD ALR M (SD) M (SD) t Life satisfaction (Neugarten) 3.45 (.68) 3.65 (.61) -3.24, p=.001 Life satisfaction (Carmel) 3.96 (.66) 4.17 (.55) -3.57, p<.000 Successful aging (subjective) 7.58 (1.83) 8.03 (1.62) -2.65, p=.008 Loneliness (high score = low loneliness) 4.71 (1.25) 5.03 (1.12) -2.72, p=.007 Happiness 5.29 (1.26) 5.50 (1.03) -1.85, p=.064 Morale (Lawton et al.) 2.85 (.64) 2.96 (.52) -2.21, p=.032 Will to live 3.43 (.88) 3.43 (.72) .105, p=.920 GDS (high score = low depression) 11.18 (3.42) 11.96 (2.99) -2.53, p=.012 Fear of dying 3.72 (1.19) 4.04 (1.12) -2.86, p=.004 Fear of death 1.55 (.81) 1.38 (.63) 2.37, p=.018
  • 8. Antecedents of different aspects of well-being () LS-N LS-C Success- Loneli- Happin- Morale Will to GDS Fear of Fear ful aging ness ness live dying of death Gender .099* .119** .108* .146* .053 .041 -.089 .067 .142* -.023 Spouse -.167** -.124* -.059 -.228** -.058 -.086 -.067 -.110* -.081 -.063 Econo. .139** .146* .079 .045 .083 .080 -.014 .069 -.083 .072 status Health -.331** -.313** -.358** -.125* -.266** -.398** -.291** -.247** .185** .073 status IADL -.134** -.146** -.149** -.095 -.054 -.121* -.025 -.246** -.146* .088 Resid- .138** .150** .109** .137** .080 .082 -.004 .104* .143** -.100* ence R2 .26** .25** .24** .11** .11** .26** .10** .22** .08** .02* LS-N – Life satisfaction (Neugarten et al., 1961) , LS-C – Life Satisfaction Carmel, 1997 Morale – Philadelphia Geriatric Center Moral Scale (Lawton, 1975), Loneliness – Hughes et al. , 2004, Happiness – Lyubomirsky et al., 1999, GDS – Geriatric Depression Scale (Zalsman et al., 1998).
  • 9. Addressed needs and satisfaction in AL Degree of addressed needs in AL (on a scale of 0-5): A high degree of response to needs with average scores from 4.84 (SD= .44) to 4.34 (SD=1.38) . Exception – reference to meals (3.00, SD=2.2) due to great variability in use. The highest scores were given for: ability to manage an independent life, to continue life as usual, feeling comfortable in the apartment, physical security, accessibility of medical services, and privacy. Satisfaction with relocation to AL was high – 87% responded as very satisfied.
  • 10. Experienced changes in AL What are the 3 most important changes for you with relocation? (% out of all responses in each category) Positive (202 out of 215 responded – 365 responses): - Social life - 29% - Release from household - Personal security - 22% duties - 7% - Leisure activities - 13% - Easier life - 7% - Personal tranquility - 9% - Medical security - 5% - Housing conditions - 5% Negative (83 out of 215-responded, 23 responded - no negative change, altogether only 49 responses): - Condition of neighbors - 22% - Adjustment difficulties - 10% - Housing conditions - 22% - Loss of neighborhood - 10% - Loss of privacy - 8% - Faraway from town - 6% - Lacking pets - 4% - Other issues - 16%
  • 11. Summary of results  The two groups were similar in socio-demographic characteristics, self-rated health, ADL, and IADL.  ALR ranked themselves significantly and systematically higher than CD on indicators of well-being including: Satisfaction with life (two measures) Self-perceived successful aging Happiness Morale Fear of death (inverse direction) Depression (inverse direction) Loneliness (inverse direction) (8 out of 10) ALR ranked themselves worse regarding fear of dying.
  • 12. Summary of results (cont.)  The best predictors of SWB across 10 different measures, in order of importance, were: - self-evaluated health status - type of residence - IADL - gender - having a spouse - self-evaluated economic status. Most of the responses to needs addressed in AL and changes with relocation indicated a high level of satisfaction with relocation
  • 13. Conclusions  Type of residence plays an important role in influencing older adults' SWB, assisted living being preferable.  The residence effect is stronger than age, gender, economic status, having a spouse, and IADL.  These findings and their practical implications shatter the currently dominant beliefs and practices regarding best residence solutions for elderly people.  Replications of this study in Israel and other countries are needed in order to ascertain these findings and the derived implications.  We must continuously promote evidence-based best responses to the needs of older adults and society.
  • 15. Comparison between CD and ALR on indicators of SWB Men only (n=113) Well-being CD ALR M/SD M/SD t Life satisfaction (Neugarten) 3.41 (.71) 3.70 (.59) -2.32, p=.022 Life satisfaction (Carmel) 3.93(.73) 4.18 (.55) -2.06, p<.041 Successful Aging (subjective) 7.43 (1.83) 8.04 (1.72) -1.69, p=.093 Loneliness (high score = low loneliness) 4.50 (1.35) 5.11 (1.11) -2.59, p=.011 Happiness 5.21 (1.32) 5.60 (1.16) -1.64, p=.103 Morale (Lawton et al.) 2.89 (.70) 3.01 (.50) -1.00, p=.318 Will to live 3.56 (.82) 3.64 (.54) -.650, p=.517 GDS (high score = low depression) 11.17 (3.84) 12.26 (2.75) -1.75, p=.084 Fear of dying 3.72 (1.19) 4.04 (1.12) -2.16, p=.033 Fear of death 1.51 (.70) 1.46 (.74) .380, p=.705
  • 16. Comparison between CD and AR on indicators of SWB Women only, n=317 Well-being CD ALR M/SD M/SD t Life satisfaction (Neugarten) 3.46 (.67) 3.63(.61) -2.37, p=.018 Life satisfaction (Carmel) 3.97 (.63) 4.16 (.56) -2.89, p<.004 Successful Aging (subjective) 7.64 (1.74) 8.02 (1.60) -2.04, p=.042 Loneliness (high score = low loneliness) 4.80 (1.21) 5.00 (1.13) -1.56, p=.121 Happiness 5.32 (1.25) 5.46 (1.00) -1.13, p=.260 Morale (Lawton et al.) 2.84 (.61) 2.97 (.53) -1.93, p=.054 Will to live 3.39 (.89) 3.36 (.77) .366, p=.714 GDS (high score = low depression) 11.18 (3.26) 11.86 (3.01) -1.91, p=.057 Fear of dying 3.85(1.16) 4.11 (1.11) -1.94, p=.053 Fear of death 1.56 (.86) 1.35 (.59) 2.49, p=.013