Growing numbers of people help and support family members, friends or others due to long-term health problems, disability or older age–related needs. While care-giving can bring fulfilment and meaning to peoples’ lives, it can negatively affect individuals’ financial wellbeing. Much of the evidence in this area is quantitative, while the subjective, in-depth experience of how unpaid care decisions affect financial wellbeing remains relatively underexplored. This scoping review explores what is known about how unpaid carers experience and understand the financial consequences of providing care. It identified 35 studies containing qualitative evidence and, through thematic analysis, identified four overarching themes: (1) direct and indirect costs of caring; (2) social, cultural and institutional care and work decision-making; (3) the unequal cost of caring; and (4) personal finance and carer wellbeing. Findings indicate that unpaid caring affects financial wellbeing in multiple, overlapping ways. The financial consequences are experienced unequally, with systems, circumstances and contexts serving to exacerbate or reduce these negative effects. Crucially, our analysis reveals the paucity of qualitative research specifically focused on unpaid carers’ financial wellbeing. There is a significant gap in the literature regarding whether, and how, individuals understand the future financial implications of unpaid care-giving, or whether longer-term financial consequences are considered when making decisions about care. Future research designed to address this gap, with greater emphasis on the personal, social and structural influences on care-related financial decision-making, could offer important insights for developing policies and practices aimed at improving the financial wellbeing of carers as they age.

Healthy ageing is a dynamic process, but only a few studies use a longitudinal perspective to investigate the routes to healthy ageing and rarely do so in comparative perspective. This study adopts a holistic multi-domain approach in order to investigate the importance of lifecourse patterns for healthy ageing in Europe, as measured by the Global Activity Limitation Indicator (GALI) and using seven waves of the Survey of Health, Ageing and Retirement in Europe (SHARE). Employment and family histories are identified through sequence analysis and used as predictors, together with childhood conditions, in multivariate ordered logistic models covering a sample of 15,952 participants aged 60–65 years. The results showed that ‘non-standard’ employment and family patterns hamper healthy ageing and that these negative effects tend to reinforce each other across the employment and family domains rather than compensating for each other – especially in women. Welfare states, however, moderate these associations. The findings promote the adoption of a lifecourse approach to healthy ageing that considers multiple domains simultaneously and addresses unfavourable life conditions as early as possible in an attempt to mitigate their effects.

Although evidence on aspects of individual ageing of LGBTQI (lesbian, gay, bisexual, transgender, queer and/or intersex) people is mounting, there is a poor understanding of the macro aspects of population ageing within the LGBTQI population itself. This paper seeks to address this lacuna through an examination of structural and numerical ageing of the Australian LGBQ population. Drawing upon new data sources, alongside recent advances in demographic modelling, we utilised a modified multi-state cohort-component projection model to produce estimates and projections of the ageing of the Australian LGBQ population from 2016 to 2041. Our results indicate that the LGBQ population is significantly younger than the heterosexual population and is ageing structurally (in relative terms) at a slower rate. However, the LGBQ population is ageing considerably faster numerically (in absolute percentage growth terms) relative to the heterosexual population. We show the LGBQ population aged 65+ is projected to grow between 150 and 170 per cent between 2016 and 2041, under relatively conservative assumptions. This strong numerical ageing counters traditional assumptions about ageing of the LGBQ population and provides data to improve visibility of this population and to ameliorate future planning for health, care and social service provision that is appropriate and well-funded. The methods and materials we develop in this paper provide new opportunities for other countries to improve planning for LGBQ populations similarly.

Increasingly, older adults are redefining retirement by combining part-time employment with pension benefits, that is, becoming ‘working retirees’. This trend highlights socio-economic inequalities: some working retirees use part-time employment as a bridge to full retirement, while others must remain employed to prevent old-age poverty. However, little is known about how these work-retirement transitions unfold over time or the socio-economic factors that shape them. This knowledge gap is problematic because understanding the socio-demographic influences on these trajectories is essential for addressing inequalities in later-life employment and retirement security. This study examines transitions from work to retirement by following individuals from their 50s into their 70s and analysing the socio-demographic factors that differentiate these trajectories. It identifies the various pathways that older workers take when exiting the labour force and analyses how prior life course factors – including education, occupational status, career field, civil status, number of children and disposable income – predict the likelihood of following each work–retirement trajectory. The results reveal two distinct work–retirement trajectories: one reflects status maintenance, with higher income and education, white-collar and often men; the other reflects financial necessity, with lower income, children at home, no partner and often women. More advantaged working retirees experience greater employment changes in late life, highlighting the diversity of late-life careers. These findings suggest a broader range of extended work–life pathways than previously recognized and emphasize the need for policies that account for gendered and economic disparities in work and family responsibilities to ensure equitable and sustainable retirement transitions.

Drawing from 108 qualitative interviews with 38 participants from an ethnographic study investigating older adults’ experiences of inclusion and exclusion in two increasingly socio-economically diverse neighbourhoods, this paper employs a queer approach to identify how older adults construct and narrate socio-cultural change in the neighbourhood, as well as complicate simplistic binary understandings of older adults invoked in ageing-in-place literature. Drawing on neoliberal, heteronormative and racialised discourses, older adult participants engaged in practices of ‘Othering’ to narrate who did and did not belong in the neighbourhood. Participants referenced three primary non-residents when narrating change in their neighbourhoods: the homeless resident, the temporary resident and the racialised resident. Participants generally ‘Othered’ these three types of ‘residents’ as non-(re)productive, i.e. as not contributing to the social fabric of the neighbourhood in normatively valued ways. However, even as participants engaged in practices of ‘Othering’, a form of exercising power, it was evident that some ‘Othered’ figures disproportionately affected older adults’ sense of belonging to their neighbourhoods. We found that shifting socio-cultural dynamics related to class, race and age, especially as they relate to the temporary resident, posed the biggest challenges to older adults’ feelings of belonging, and relationships, to place. Our findings indicate that an inundation of moneyed people and unconventional living arrangements can inadvertently threaten older adults’ social spaces and networks, as well as further bound their possibilities for meeting the neoliberal and heteronormative expectations of ‘successful ageing’ by working against older adults’ continued social participation and connectedness. In turn, this paper considers the ways in which older adults are exclusionary and excluded subjects.

Considering the demographic shift towards an ageing population, the financial threats that arise after retirement and the ongoing debates about extending working life, it is crucial to thoroughly understand the impact of retirement on the health of older individuals. This article presents a systematic review conducted according to the standards established by PRISMA statement CINAHL and APA PsycArticles databases by EBSCOhost, Pubmed, Scopus and Web of Science, for longitudinal studies published between 2013 and 2023. The aim of the review was to synthesise evidence of the effects of retirement on health, for example physical functioning, morbidity or mortality. From 1,757 records, 19 papers were included. Twelve longitudinal studies consistently linked retirement to declining physical function, increased disease prevalence and higher all-cause mortality risk. The evidence did not show a clear conclusion on biomarkers as health outcomes. The article identifies five explanatory mechanisms behind the retirement–health relationship: working conditions, retirement types, financial security, lifestyle changes and social participation. Retirement can have some adverse effects on health; however, the health consequences of withdrawal are likely to vary by pre-retirement factors. These findings carry implications for the current debate of extending working life and the social security system for older people.

The COVID-19 pandemic and ensuing restrictions/lockdowns have caused significant physical and psychological consequences for people with cognitive impairment who are heavily dependent on their care-givers. However, little is known about the impact on care-givers, the factors that exacerbate their situation and what supports they need. The aims of this paper are threefold: (a) to examine the impact of COVID-19 physical restrictions on both formal and informal care-givers of people with cognitive impairment; (b) to identify attributing factors influencing this impact; and (c) to recognise their support needs. Further, this paper informs future research, policy and practice. Guided by the Joanna Briggs Institute framework, a systematic review was conducted using a mixed-methods convergent integrated approach. Eight databases were searched using keywords related to COVID-19 restriction, dementia care-givers, impacts and care settings, followed by a manual search. The study was limited to primary research published in English between January 2020 and December 2021. Of the 840 records identified, 30 met the inclusion criteria. Service withdrawal and social distancing has effectively led to the reprivatisation of care to the family, particularly women. Care-givers experienced negative impacts including reduced psychological wellbeing and physical health, increased care burden and financial difficulties. A number of clinical attributes and socio-demographic factors influenced the COVID-19 impact on care-givers. Consequently, counselling services, assistance with care and financial support were identified as support needs. Implementation of new support and the strengthening of existing services are recommended to enhance resilience, build capacity to support care-givers in any given situation and mitigate the effects of future outbreaks.

Next of kin play a vital role in the informal care of older relatives in long-term-care facilities (LTCFs). However, finding a sustainable balance between everyday commitments and caring for their loved ones can be demanding, and there is a need to explore new ways to support their caregiving efforts while prioritising their wellbeing. Digital communication technologies have shown promise in enabling meaningful social interactions between older adults and their families, yet their potential to foster connections in LTCFs remains understudied. This study explores the efficacy of a communication technology called Komp in facilitating meaningful connections between next of kin and older relatives in LTCFs. It utilises Norwegian data from all public nursing homes in Oslo municipality to assess whether Komp can facilitate social contact between nursing home residents and their next of kin, and if the use of Komp impacts the next of kin’s experience of satisfaction with this contact. Based on 238 next of kin, this study uses two data sources: (1) survey data collected from all next of kin, in three waves, and (2) a highly detailed weekly data stream from each Komp device. These sources are combined and analysed using multiple regression analysis. The results generally show a positive and significant relationship between use of Komp and increased social satisfaction, indicating that Komp can serve as a valuable tool to help next of kin maintain social bonds with older relatives in LTCFs.

A growing number of organisations in residential care for older people are working towards safe and inclusive environments for LGBT residents. In the Netherlands, these efforts are supported by an LGBT inclusion scheme called ‘Pink Passkey’. Drawing on critical organisational diversity studies, the paper understands inclusion as ‘accomplished’ in interactions across difference, and as always inherently partial (i.e. exclusion-producing). Qualitative methods are used to study the implementation process of the Pink Passkey in two nursing homes during one year. In sum, the paper contributes evidence of positive change associated with the use of the Pink Passkey as an inclusion scheme characterised by a long-term, open-ended and comprehensive approach. Compared to fixed-term projects and stand-alone measures described in previous LGBT ageing literature, an inclusion scheme helps to gain sustained attention to sexual and gender diversity (despite gaps in the implementation process), to normalise it more and to overcome opposition (though this does not disappear). The inclusion accomplished is, indeed, partial: bisexual, transgender and other gender non-conforming identities are less represented than gay and lesbian identities. Also, there is an emphasis on residents' agency to disclose LGBT identities and preferences, which excludes involuntary same-sex sexual expressions caused by disinhibited behaviour. The paper ends by suggesting disinhibited behaviour in older LGBT adults as an issue of interest to the wider literature on LGBT ageing, given the increasing prevalence of dementia and Parkinson's disease. Here, the role of care professionals who are able to understand and respond to bodily cues that echo struggles with otherness merits further consideration.

Offspring’s education can serve as a valuable channel of resource transfer and social mobility for older parents, especially those with lower socio-economic status owing to its potential impact on health. However, there is a notable gap in research exploring the health consequences of intergenerational educational mobility, particularly across different ages and genders. This study considers the market and family spheres, and proposes a dual-axis model of resource allocation. Utilizing data from the China Longitudinal Aging Social Survey from 2014 to 2020, it investigates the impact of intergenerational educational mobility on the health of rural older Chinese parents and the underlying mechanisms by which the different impacts work. It reveals that intergenerational educational mobility affects the health of older parents through the dual axes of market and family-based economic resource transmission. Senior parents suffer more negative effects from downward mobility than younger contemporaries, and older mothers benefit more from upward mobility than fathers. Upward educational mobility could improve the health of older parents through increased offspring income, whereas significant intergenerational financial support has only a substantial impact on older health when the educational mobility distance is greater. This underscores the importance of considering intergenerational educational mobility in understanding health outcomes and provides new insights into the relationships between mechanism variables. It suggests that policy makers should focus on improving the educational environment, supporting parental investment in education and expanding educational opportunities for younger generations, to enhance the health and wellbeing of older generations by fostering positive intergenerational dynamics and resource allocation.