Survey of Health, Ageing and Retirement in Europe since 2004 / SHARE

Dernière mise à jour le : 08/12/2011

Présentation de l'opération

Organisme producteur :

Insee. Direction des statistiques démographiques et sociales (DSDS)

Partenariat :

Research Institute for Health Economics and Documentation (Irdes)

Type d'opération :

Longitudinal Survey

Objectifs :

The survey of health, ageing and retirement in Europe (SHARE) is an international, multidisciplinary operation that was launched in 2002.

The purpose of the project is to analyse the economic and social effects of the ageing of the population in Europe relying on accurate individual data.

The survey particularly seeks to improve understanding of the health status of individuals  aged 50 or more as well as their living conditions.

It examines interactions between economic, physiological, psychological and social factors. It allows comparative analyses between countries.

Wave 3 of SHARE, called Sharelife, conducted in 2008-2009, focused on the past life history of the wave 1 and wave 2 respondents.
This wave 3 aimed to improve the understanding of the interactions between health and past and present working conditions of individuals aged 50 or over. These interactions are part of the history of the many interventions of the various European welfare states (education, employment, health, social welfare and retirement policies).

Wave 4 (2010-2011), as wave 1 and wave 2, is a survey on the current situation of the respondents. It included a large refresher sample, which doubles the sample size and now covers the whole metropolitan France.

Thèmes abordés :

- Health status: physical health, risk behaviour, cognitive capacities, mental health, health care system, grip strength, walking speed;

- Participation in the labour market (employment and retirement);

- Living conditions (wealth, income, consumption, financial assets, transfers, accommodation);

- Demographics (composition of the household, children);

- Social status (family and social support, social activity, expectations);

- Social network (new wave 4 module).

Champ de l'opération

Champ géographique :

Metropolitan France.

However, for reasons of cost, the sample of wave 1 (2004-20005) to wave 3 (2008-2009) focused on the following regions:

- Nord-Pas-de-Calais ;
- Île-de-France ;
- Aquitaine;
- Rhône-Alpes;
- Pays de la Loire;
- Languedoc-Roussillon;
- Provence Alpes Côte d'Azur (since wave 2 in 2006).

Champ(s) statistique(s) couvert(s) :

So-called "ordinary" households, i.e. excluding households living in collective dwellings (nursing homes, prisons, hospitals, etc.) and living in mobile accommodation (boatmen, the homeless, etc.) for the sampling of households entering the survey.

However, the longitudinal aspect of the survey deals with individuals who have left to live in retirement or nursing homes.

Caractéristiques techniques

Unité statistique enquêtée :

Individuals aged 50+ and their spouse.

Périodicité de l'opération :

Longitudinal panel (every two years)

Période et mode de collecte :

The data is collected "face to face" by interviewers using laptop computers with Capi (computer-assisted collection).
A self-completion paper questionnaire is also left to the respondent.

Historique :

The SHARE survey (Survey of Health, Ageing and Retirement in Europe) is conducted by a European network coordinated by the Research Institute for the Economics of Ageing (MEA) at the University of Munich (in Mannheim till July 2011) in Germany.

A first wave of surveys was conducted in 2004 in eleven European countries: Germany, Austria, Belgium, Denmark, Spain, Greece, Italy, the Netherlands, Sweden, Switzerland and France. In 2004, 12,000 households were surveyed in all of these countries.

In France and Belgium, an additional wave 1 survey was conducted in 2005.

In 2006, the date of the second wave, three new countries participated in the survey: Ireland, Poland and the Czech Republic. The survey then became a biennial panel.
In 2009, SHARELIFE was the third wave of SHARE, while Israel conducted a wave 1 survey.
In 2011, all former countries, except Greece conducted a wave 4; Estonia, Portugal, Slovenia and Hungary joined SHARE.

In 2001 SHARE became an ERIC (European Research Infrastructure Consortium); in the long-term, all the member countries of the European Union are expected to join the study, which is to be extended until 2024.

Plan de sondage :

In France, the sample was selected from the INSEE master sample, with pre-selection of dwellings based on the age of the occupants at the last census.

In France, wave 1 took place  in two phases. In 2004, the sample included a little more than 1,150 households, i.e. approximately 1,800 respondents.

In 2005, 900 additional households were added, i.e. approximately 1,400 respondents. Total number of wave 1 respondents: 3193.

The sample for wave 2 in 2006 in France consisted of:
- eligible individuals from the households surveyed in wave 1 in order to obtain a panel-based sample;
- a "refresher" sample consisting of approximately 650 households featuring at least one individual aged 50 or over in 2006, i.e. 940 respondents.

In each eligible household, one individual selected from the eligible individuals aged 50 or over, as well as their partner, if applicable, is surveyed.

Those surveyed in wave 1 that had since moved into institutions were monitored and re-surveyed. For wave 2, the sample in France  included 2968 respondents (2041 longitudinal and 927 refresher individuals).

The respondents from waves 1 and 2 of the Share survey were resurveyed as part of the 2009 Sharelife survey (i.e. anyone who responded at least once to Share), amounting to a total of approximately 4,200 individuals, accounting for approximately 2,700 households.
Total number of wave 3 respondents: 2461.

In wave 4 former respondents were re-interviewed according to the same rules. A refresher sample was drawn. Total number of wave 4 respondents: around 5800 (among which 3480 refresher individuals).

Méthodologie :

As the Share project aims to cover multiple themes and enable comparison, it is managed by two entities.

International teams are responsible for developing questionnaires (choice of themes and definition of harmonised methodologies); national teams implement the survey in the field.

The survey is ex ante harmonised and is therefore common to all the participant countries. Coordinated on a European level, the Share survey is characterised by this unique methodology and synchronised collection.

The survey features three sections:

- a standard questionnaire written in English and translated into the language of each participant country;

- cognitive and physical tests (e.g. memory test and grip strength) ;

- a self-administered paper questionnaire.

Autres spécifications :

France is the only country in which the survey has been conducted by the National Institute for Statistics from wave 1 to wave 4. In wave 4, the refresher sample was drawn by INSEE and the field work was conducted par GfK-ISL in the regions non covered by INSEE.

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