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STAKEHOLDER MEETING ON THE ACTIVE AGEING INDEX Brussels - 17 June 2019 *: INRCA IRCCS: Italian National Institute of Health and Science on Ageing Centre for Socio-Economic Research on Ageing - Via S. Margherita 5, 60124, Ancona, Italy; E-mail: [email protected] 2018 Active Ageing Index (AAI): analytical report Giovanni Lamura & Andrea Principi*
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Page 1: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

STAKEHOLDER MEETING ON THE ACTIVE AGEING INDEXBrussels - 17 June 2019

*: INRCA – IRCCS: Italian National Institute of Health and Science on Ageing

Centre for Socio-Economic Research on Ageing - Via S. Margherita 5, 60124, Ancona, Italy;

E-mail: [email protected]

2018 Active Ageing Index (AAI):

analytical report

Giovanni Lamura & Andrea Principi*

Page 2: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Outline of presentation

1. Introduction

2. AAI in the European Union:

a. Situation in 2016

b. Trends in 2008-2016

c. Subnational AAI

d. Inequalities in AAI

3. Linking the AAI to European Semester & MIPAA

4. Final remarks

Page 3: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Introduction

• Aim of this report: to provide a range of examples on how the

AAI can be used as a practical tool by policymakers, researchers

and other interested parties to identify areas where appropriate

policies can realise the active potential of older people

• the AAI conceptual framework: multidimensional perspective,

taking into account two main aspects:

• different forms through which older persons contribute to

society and economy

• environmental factors which enable them to be more active

→ the AAI measures the “degree of active ageing” achieved at

macro-level (does not capture preferences at individual level)

Page 4: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

The Active Ageing Index

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Page 5: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Outline of presentation

1. Introduction

2. AAI in the European Union:

a. Situation in 2016

b. Trends in 2008-2016

c. Subnational AAI

d. Inequalities in AAI

3. Linking the AAI to European Semester & MIPAA

4. Final remarks

Page 6: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

2018 AAI for EU-28 countries (overall & by domain)

Country Employment Social participationIndependent, healthy &

secure living

Capacity & enabling

environment

Overall

scoreBelgium 23.8 27.0 74.1 62.8 37.7

Bulgaria 30.5 9.7 67.6 55.9 32.0

Czech Republic 34.2 16.2 71.5 58.7 36.5

Denmark 40.6 21.7 75.5 66.6 42.7

Germany 39.4 15.9 74.1 63.6 39.5

Estonia 44.5 14.3 69.0 53.2 38.1

Ireland 35.4 18.8 73.6 63.2 39.0

Greece 20.6 11.8 67.9 50.0 28.1

Spain 25.7 16.2 75.1 59.7 34.1

France 26.9 26.2 73.8 62.2 38.4

Croatia 21.2 15.8 69.0 49.4 29.7

Italy 28.0 17.3 69.9 55.9 34.0

Cyprus 30.8 19.4 72.6 54.9 35.8

Latvia 37.9 17.8 61.6 50.2 35.7

Lithuania 37.9 11.1 67.2 48.5 33.6

Luxembourg 20.2 23.8 74.9 62.2 35.3

Hungary 27.5 11.6 67.9 51.0 30.7

Malta 25.6 20.9 71.5 60.5 35.5

Netherlands 36.3 26.6 74.2 64.7 42.4

Austria 27.2 18.8 78.3 60.0 35.9

Poland 26.5 13.1 71.6 52.7 31.5

Portugal 33.4 11.9 71.7 54.2 33.9

Romania 28.9 13.6 65.9 44.6 30.4

Slovenia 21.3 15.7 70.2 55.5 31.0

Slovakia 26.3 16.1 74.3 52.9 32.8

Finland 35.7 22.6 75.7 63.1 40.6

Sweden 45.4 26.0 76.9 71.2 46.9

United Kingdom 39.3 20.7 75.5 63.9 41.3

EU average 31.1 17.9 71.8 57.5 35.8

Page 7: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Clustering of countries

• Purpose: to show AAI results in an easily understandable and

usable format for both monitoring and political purposes.

• Methodology: hierarchical cluster analysis to identify, within the

EU Member States, groups of cases that present the “maximum

similarity” within each group and are, at the same time, as different

as possible from the other groups.

• Number of clusters:

• k-means method was applied

• Indicators: the AAI domain-specific scores of each country

• grouping of countries into three, four, five and six groups was

tested: four-cluster solution had the smallest number of

“outliers”

Page 8: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

AAI: country clusters

Page 9: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

2018 AAI by domain and country clusters

Country

clusters*Employment

Social

participation

Independent,

healthy &

secure living

Capacity &

enabling

environment

Overall

1 25.6 14.1 69.9 52.8 31.4

2 25.7 22.7 74.2 60.4 36.4

3 37.5 15.1 69.8 55.9 36.6

4 39.4 23.5 75.6 65.9 42.8

Total 31.1 17.9 71.8 57.5 35.8

Clusters contain following countries:

1. Green: Bulgaria, Croatia, Greece, Hungary, Italy, Poland, Romania, Slovakia,

Slovenia, Spain;

2. Red: Austria, Belgium, Cyprus, France, Luxembourg, Malta;

3. Blue: Czech Republic, Estonia, Ireland, Germany, Latvia, Lithuania, Portugal;

4. Yellow: Denmark, Finland, Netherlands, Sweden, United Kingdom.

Page 10: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Difference between country clusters 2018 AAI

scores and EU average

Country

clustersEmployment

Social

participation

Independent,

healthy &

secure living

Capacity &

enabling

environment

Overall

1 -17.5 -21.2 - 2.6 - 8.3 -12.2

2 -17.3 26.9 3.3 5.0 1.7

3 20.7 -15.3 - 2.8 - 2.8 2.2

4 26.9 31.6 5.2 14.6 19.4

Total 31.1 17.9 71.8 57.5 35.8Legend:

Over 20% above EU average

Between 10% and 19.9% above EU average

Up to 9.9% above EU average

Up to –9.9% below EU average

Between –10% and –19.9% below EU average

Under –20% below EU average

Page 11: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Countries by clusters: 2018 AAI domain-specific scores and difference from EU-average

Clusters Countries

Difference from EU-average

Employment Social participationIndependent, healthy

& secure living

Capacity & enabling

environment

1

Greece -33.8 -33.8 -5.4 -13.1

Croatia -31.8 -11.4 -4.0 -14.2

Romania -7.1 -23.7 -8.3 -22.6

Hungary -11.5 -35.1 -5.4 -11.3

Slovenia -31.6 -12.3 -2.3 -3.6

Poland -14.8 -26.9 -0.4 -8.5

Bulgaria -1.9 -46.0 -5.9 -2.9

Slovakia -15.4 -10.2 3.5 -8.0

Italy -10.0 -3.0 -2.6 -2.8

Spain -17.5 -9.6 4.6 3.7

2

Luxembourg -35.1 33.1 4.3 8.0

Malta -17.7 16.7 -0.5 5.1

Cyprus -1.0 8.6 1.1 -4.6

Austria -12.7 4.9 9.0 4.3

Belgium -23.4 51.0 3.2 9.1

France -13.6 46.8 2.7 8.0

3

Lithuania 21.9 -38.1 -6.5 -15.7

Portugal 7.3 -33.3 -0.2 -5.8

Latvia 22.0 -0.4 -14.3 -12.7

Czech Republic 10.1 -9.6 -0.5 2.0

Estonia 43.1 -19.8 -4.0 -7.6

Ireland 13.7 5.3 2.5 9.8

Germany 26.7 -11.1 3.2 10.6

4

Finland 14.9 26.6 5.4 9.7

United Kingdom 26.2 15.9 5.1 11.0

Netherlands 16.6 48.6 3.3 12.5

Denmark 30.6 21.4 5.2 15.8

Sweden 46.0 45.5 7.0 23.8

Page 12: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Gender gap in the overall 2018 AAI score (= difference between women’s and men’s scores)

-20.0 -15.0 -10.0 -5.0 0.0 5.0

EstoniaFinlandFranceLithuaniaBelgiumDenmarkSwedenLatviaBulgariaSlovakiaSloveniaPolandUnited KingdomCroatiaCzech RepublicEU28SpainRomaniaGreeceHungaryGermanyItalyIrelandPortugalLuxembourgAustriaCyprusNetherlandsMalta

Page 13: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Gender gap in the 2018 AAI score for employment

-20.0 -15.0 -10.0 -5.0 0.0 5.0

Estonia

Finland

Latvia

France

Lithuania

Slovenia

Sweden

Bulgaria

Slovakia

Belgium

Spain

Luxembourg

Germany

Croatia

EU28

Austria

Denmark

Hungary

United Kingdom

Greece

Romania

Czech Republic

Portugal

Poland

Cyprus

Ireland

Italy

Netherlands

Malta

Page 14: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Gender gap in the 2018 AAI score for social participation

-20.0 -15.0 -10.0 -5.0 0.0 5.0

Poland

Denmark

United Kingdom

Romania

Czech Republic

Lithuania

France

Finland

Belgium

Greece

Slovenia

Bulgaria

Slovakia

Italy

Croatia

Malta

Sweden

EU28

Spain

Estonia

Ireland

Hungary

Portugal

Germany

Netherlands

Latvia

Cyprus

Austria

Luxembourg

Page 15: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Gender gap in the 2018 AAI score for independent living

-20.0 -15.0 -10.0 -5.0 0.0 5.0

HungaryCroatiaMaltaDenmarkSlovakiaItalySpainGreeceFinlandBelgiumIrelandPortugalSwedenUnited KingdomCzech RepublicCyprusEU28PolandLuxembourgGermanyFranceAustriaNetherlandsRomaniaEstoniaLatviaSloveniaBulgariaLithuania

Page 16: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Gender gap in the 2018 AAI score for capacity & enabling environment

-20.0 -15.0 -10.0 -5.0 0.0 5.0

EstoniaLithuaniaIrelandFinlandPolandFranceLatviaCzech RepublicSwedenDenmarkHungaryBulgariaBelgiumEU28CroatiaUnited KingdomAustriaSlovakiaGermanyLuxembourgMaltaPortugalSloveniaItalyGreeceSpainNetherlandsRomaniaCyprus

Page 17: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Outline of presentation

1. Introduction

2. AAI in the European Union:

a. Situation in 2016

b. Trends in 2008-2016

c. Subnational AAI

d. Inequalities in AAI

3. Linking the AAI to European Semester & MIPAA

4. Final remarks

Page 18: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Evolution of the overall AAI score in EU country clusters between 2008 & 2016

25

27

29

31

33

35

37

39

41

43

45

2008 2010 2012 2014 2016

Page 19: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

-2.0 0.0 2.0 4.0 6.0 8.0

Greece

Slovenia

Romania

Portugal

Croatia

Ireland

United Kingdom

Lithuania

Luxembourg

Cyprus

Latvia

Spain

EU28

Finland

Italy

Denmark

Bulgaria

Netherlands

Poland

Hungary

Estonia

Sweden

Germany

Austria

Czech Republic

France

Belgium

Slovakia

Malta

-2.5 -0.5 1.5 3.5 5.5 7.5

WomenMen

Change in the overall AAI score in EU countries between 2008 & 2016, by gender

Page 20: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Evolution of the AAI score for employment in EU country clusters 2008-2016

20

22

24

26

28

30

32

34

36

38

40

2008 2010 2012 2014 2016

Page 21: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Change in the AAI score for employment in EU countries 2008 & 2016, by gender

-5.0 0.0 5.0 10.0

Hungary

Germany

Malta

Italy

Poland

Lithuania

Czech Republic

France

Slovakia

Denmark

Netherlands

Estonia

Belgium

Austria

Bulgaria

Sweden

Finland

United Kingdom

EU28

Slovenia

Ireland

Luxembourg

Spain

Latvia

Croatia

Portugal

Cyprus

Greece

Romania

Page 22: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Evolution of the AAI score for social participation in EU country clusters 2008-16

10

15

20

25

2008 2010 2012 2014 2016

Page 23: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Change in the AAI score for social participation in EU countries 2008-16, by gender

-2.0 0.0 2.0 4.0 6.0 8.0

Belgium

Luxembourg

Cyprus

Malta

France

Spain

Sweden

Netherlands

Finland

Latvia

Czech Republic

Denmark

Croatia

Ireland

Romania

Austria

EU28

Slovakia

United Kingdom

Portugal

Estonia

Greece

Bulgaria

Poland

Italy

Germany

Slovenia

Lithuania

Hungary

-6.0 -1.0 4.0 9.0

Women

Men

Page 24: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Evolution of the AAI score for independent living in EU country clusters 2008-16

65

70

75

80

2008 2010 2012 2014 2016

Page 25: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Change in the AAI score for independent living in EU countries 2008-16, by gender

-4.0 -2.0 0.0 2.0 4.0 6.0 8.0

NetherlandsSloveniaFinlandDenmarkHungaryFranceIrelandLuxembourgMaltaSwedenCzech RepublicGermanyBelgiumEU28ItalyLithuaniaPolandGreeceEstoniaUnited KingdomPortugalCroatiaSpainSlovakiaCyprusAustriaRomaniaLatviaBulgaria

-4.0 -2.0 0.0 2.0 4.0 6.0 8.0 10.0

Women

Men

Page 26: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Evolution of the AAI score for capacity & enabling environment in EU country

clusters 2008-2016

45

50

55

60

65

70

2008 2010 2012 2014 2016

Page 27: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Change in the AAI score for capacity & enabling environment in EU countries

In 2008-2016, by gender

-5.0 0.0 5.0 10.0

Women

Men

-1.0 1.0 3.0 5.0 7.0 9.0

GreeceCroatiaLuxembourgUnited KingdomRomaniaDenmarkBelgiumSloveniaNetherlandsLithuaniaFinlandFranceSpainEU28ItalyPolandCzech RepublicHungaryIrelandLatviaSwedenBulgariaPortugalAustriaGermanyEstoniaCyprusMaltaSlovakia

Page 28: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Overall AAI: gender gap in 2016 and change by gender 2008-16

-4.0 -2.0 0.0 2.0 4.0 6.0 8.0

Women

Men

-8.0 -6.0 -4.0 -2.0 0.0 2.0

Malta

Netherlands

Cyprus

Austria

Luxembourg

Portugal

Ireland

Italy

Germany

Hungary

Greece

Romania

Spain

EU28

Czech Republic

Croatia

United Kingdom

Poland

Slovenia

Slovakia

Bulgaria

LatviaSwedenDenmark

Belgium

Lithuania

France

Finland

Estonia

Page 29: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Outline of presentation

1. Introduction

2. AAI in the European Union:

a. Situation in 2016

b. Trends in 2008-2016

c. Subnational AAI

d. Inequalities in AAI

3. Linking the AAI to European Semester & MIPAA

4. Final remarks

Page 30: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

SUBNATIONAL AAI

• NUTS 1: Italy

• NUTS 2: Poland

• NUTS 3: Germany & Biscay (Spain)

Page 31: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Overa

ll AA

I an

d g

ender

gap in

Italy

, 2016

OVERALL AAI

GENDER GAP

Page 32: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Overall AAI in Poland

2013 and 2015

Page 33: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

OVERALL AAI

GENDER GAP

Overall AAI and gender

gap in 30 German

territories (2012-2015)

Page 34: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Overall AAI in Biscay, trend 2014-2018

Page 35: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Outline of presentation

1. Introduction

2. AAI in the European Union:

a. Situation in 2016

b. Trends in 2008-2016

c. Subnational AAI

d. Inequalities in AAI

3. Linking the AAI to European Semester & MIPAA

4. Final remarks

Page 36: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

AAI scores (overall) and GDP per capita in EU28

AustriaBelgium

BulgariaCroatia

CyprusCzech Republic

Denmark

Estonia

Finland

France

Germany

Greece

Hungary

Ireland

Italy

Latvia

Lithuania

Luxembourg

Malta

Netherlands

Poland Portugal

Romania

SlovakiaSlovenia

Spain

Sweden

United Kingdom

0

10

20

30

40

50

60

70

80

90

100

25 30 35 40 45 50

GD

P p

er

cap

ita,

PP

P (

con

stan

t 2

01

1

inte

rnat

ion

al $

)

2018 Active Ageing Index, overall

Page 37: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

AAI scores (overall) and income inequality (Gini index) in EU28

Austria

Belgium

Bulgaria

Croatia

Cyprus

Czech Republic

Denmark

Estonia

Finland

France

Germany

Greece

Hungary

Ireland

Italy

Latvia

Lithuania

Luxembourg

MaltaNetherlands

Poland

Portugal

Romania

Slovakia

Slovenia

Spain

Sweden

United Kingdom

25

30

35

40

25 30 35 40 45 50

Gin

i in

dex

-In

eq

ual

ity

2018 Active Ageing Index, overall

Page 38: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

AAI scores (overall) and and life satisfaction among 65+ in EU28

Austria

Belgium

Bulgaria

Croatia

CyprusCzech Republic

Denmark

Estonia

Finland

FranceGermany

Greece

Hungary

Ireland

Italy

LatviaLithuania

Luxembourg

Malta

Netherlands

Poland

Portugal

RomaniaSlovakia

Slovenia

Spain

Sweden

United Kingdom

4

5

6

7

8

9

10

25 30 35 40 45 50

Life

sat

isfa

ctio

n

2018 Active Ageing Index, overall

Page 39: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Overall AAI by educational level

20

25

30

35

40

2008 2010 2012 2014

Low

Intermediate

High

20

25

30

35

40

2007 2009 2012 2016

Low

Intermediate

High

15

20

25

30

35

40

45

2007 2009 2011 2013 2015

Low

Intermediate

High

Germany

Italy

Poland

Page 40: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Overall AAI by educational level

20

25

30

35

40

2008 2010 2012 2014

Low

Intermediate

High

20

25

30

35

40

2007 2009 2012 2016

Low

Intermediate

High

15

20

25

30

35

40

45

2007 2009 2011 2013 2015

Low

Intermediate

High

Germany

Italy

Poland

Page 41: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Overall AAI by sex

Italy

Poland

20

25

30

35

40

2007 2009 2012 2016

Women

Men

20

25

30

35

40

2007 2009 2011 2013 2015

Women

Men

Page 42: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Overall AAI by living place

Germany

Italy

Poland

20

25

30

35

40

2007 2009 2011 2013 2015

Rural

Semi-urban

Urban

20

25

30

35

2007 2009 2012 2016

Rural

Semi-urban

Urban

20

25

30

35

40

2008 2010 2012 2014

Rural

Semi-urban

Urban

Page 43: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Outline of presentation

1. Introduction

2. AAI in the European Union:

a. Situation in 2016

b. Trends in 2008-2016

c. Subnational AAI

d. Inequalities in AAI

3. Linking the AAI to European Semester & MIPAA

4. Final remarks

Page 44: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Policy coordination processes aimed at monitoring

& guiding interventions to promote active ageing

• European Semester:

• 28 EU countries

• yearly monitoring

• assessment of national governments’ plans which gives rise to a

set of country-specific recommendations (CSRs), primarily

focused on economic goals (employment, economic growth &

public finances); social & environmental goals less relevant

• Madrid International Plan of Action on Ageing and its

Regional Implementation Strategy (MIPAA/RIS):

• 56 countries covered by United Nations Economic Commission

for Europe (UNECE)

• five-year cycles

• more focused on ageing-related matters, and broader spectrum of

policy areas covered (via 10 commitments)

Page 45: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Correspondence between

AAI-domains & MIPAA/RIS commitments

2017 MIPAA/RIS

areas of commitment*

AAI domains

EmploymentParticipation

in society

Independent,

healthy & secure

living

Capacity &

enabling

environment

2. Full integration and participation of older

persons 3. Equitable & sustainable economic growth 4. Adjusted social protection systems 5. Responsive labour markets 6. Lifelong learning and education 7. Quality of life, independent living, health

and well-being 8. Mainstreaming gender 9. Supporting families providing care and

promoting intergenerational solidarity *: Two MIPAA/RIS-commitments are cross-cutting and therefore not considered in the analysis carried out here:

1. mainstream ageing in all policy fields with the aim of bringing societies/economies into harmony with demographic change to achieve a society for all ages

10. promote the implementation and follow-up of the Regional Implementation Strategy through regional cooperation.

Page 46: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Challenges highlighted by AAI, 2018 ES-CSRs &

2017 MIPAA/RIS NRs: the Romanian exampleC

ou

ntr

y

AAI

domain

Challenges highlighted by: According to the AAI

results, this dimension

should be addressed by

next monitoring round of:AAI

2018 ES-CSRs

(sorted by AAI

domains)

2017 MIPAA/RIS

national reports (sorted

by area of commitment)

total*

as

gender

gap^

E S I Cgender

gap2 3 4 5 6 7 8 9 ES-CSRs

MIPAA/RIS

national

reports

Romania

Employment X X X X X

Social

participation X X X

Independent

livingX

Capacity &

enabling env.X X X X X

*: 10% or more below the EU-28 average

^: AAI domain-specific score for women being 10 points or more below that scored by men

Page 47: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

2018 AAI domain-specific scores for selected countries

belonging to different clusters & deviation from EU-average C

lust

ers

Countries

Domain-specific scores:

Overall

Deviation from EU-average

EmploymentSocial

participation

Independent

, healthy &

secure living

Capacity &

enabling

environment

EmploymentSocial

participation

Independent,

healthy &

secure living

Capacity &

enabling

environment

1 Hungary 27.5 11.6 67.9 51.0 30.7 -11.5 -35.1 -5.4 -11.3

2 Belgium 23.8 27.0 74.1 62.8 37.7 -23.4 51.0 3.2 9.1

3 Lithuania 37.9 11.1 67.2 48.5 33.6 21.9 -38.1 -6.5 -15.7

4 Netherlands 36.3 26.6 74.2 64.7 42.4 16.6 48.6 3.3 12.5

EU average 31.1 17.9 71.8 57.5 35.8 - - - -

Legend:

Over 20% above EU average

Between 10% and 19.9% above EU average

Up to 9.9% above EU average

Up to –9.9% below EU average

Between –10% and –19.9% below EU average

Under –20% below EU average

Page 48: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Deviation from the EU average of the 2018 AAI values for all

22 indicators in 4 countries belonging to different clusters

Clu

ster

Country

Employment Social participation Independent, healthy and secure livingCapacity and enabling environment for

active ageing

1.1

Rat

e

55-

59

1.2

Rate

60-64

1.3

Rate

65-69

1.4

Rate

70-74

Gende

r Gap

(point

s)

2.1

Volun

tary

activit

ies

2.2

Care

to

childr

en,

grand-

childr

en

2.3 Care

to older

adults

2.4

Political

particip

ation

Gende

r Gap

(point

s)

3.1

Physical

exercise

3.2 No

unmet

needs of

health

and

dental

care

3.3

Indepen

dent

living

arrange

ments

3.4

Relati

ve

media

n

incom

e

3.5 No

povert

y risk

3.6 No

severe

materi

al

depriv

ation

3.7

Physic

al

safety

3.8

Lifelo

ng

learni

ng

Gender

Gap

(points)

4.1 RLE

achieve

ment of

50 years

at age 55

4.2

Share of

healthy

life

years in

the RLE

at age 55

4.3

Menta

l well-

being

4.4

Use of

ICT

4.5 Social

connected

ness

4.6

Educatio

nal

attainme

nt

Gender

Gap

(points)

1 HU 0.1-

23.0

-

61.0

-

59.5

-

10.0

-

90.113.7 -54.5 -69.0 -1.6 -77.2 -35.0 -3.0 19.8 5.1 -4.5 8.4

-

68.6-1.1 -13.6 -13.5 6.3

-

13.2-69.6 14.2 0,5

2 BE-

9.6

-

39.5

-

65.4

-

68.9-6.7 50.1 11.5 80.5 29.3 2.8 -14.8 8.8 2.5 -8.8 1.5 4.2 5.7

-

52.7-2.1 2.9 5.6 11.8 14.0 7.9 -11.6 0,1

3 LT 8.4 20.3 40.5 -0.4 -3.3-

75.8

-

37.9-27.2 -48.8 3.3 -7.9 -2.2 -2.6

-

15.4-8.1 -12.0

-

26.4

-

63.4-12.8 -12.1 -20.2

-

16.0

-

33.6-59.9 37.2 4,3

4 NL 4.3 26.7 -3.6 -6.6-

14.0

152.

8-2.3 29.4 51.2 -3.0 64.8 2.8 10.7 -1.2 5.1 5.1 12.2 42.7 -3.1 1.8 -4.0 11.0 42.9 35.2 -2.5 -2,3

EU2869,

941.8 13.6 6.4 -8.5 9.9 25.9 19.6 21.0 0.7 18.3 86.4 88.4 83.4 92.3 94.0 73.6 6.1 -3.2 55.8 55.1 75.2 58.8 54.1 64.7 -0.1

Legend (only data below average have been highlighted by different nuances of colour):

Up to –9.9% below EU average

Between –10% and –19.9% below EU average

Under –20% below EU average

Page 49: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Employment Social participation Independent, healthy and secure livingCapacity and enabling environment

for active ageing

Country1.1 Rate

55-59

1.2 Rate

60-64

1.3 Rate

65-69

1.4

Rate

70-74

Gender

Gap

(points)

2.1

Voluntar

y

activities

2.2 Care

to

children,

grand-

children

2.3 Care to

older adults

2.4 Political

participatio

n

Gender

Gap

(points)

3.1 Physical

exercise

3.2 No

unmet needs

of health

and dental

care

3.3

Independent

living

arrangement

s

3.4

Relative

median

income

3.5 No

poverty

risk

3.6 No

severe

material

deprivatio

n

3.7

Physical

safety

3.8

Lifelong

learning

Gender Gap

(points)

4.1 RLE

achievement

of 50 years

at age 55

4.2 Share of

healthy life

years in the

RLE at age

55

4.3

Mental

well-

being

4.4 Use of

ICT

4.5 Social

connectedness

4.6

Educational

attainment

Gender Gap

(points)

FI 5.7 5.6 0.2-

0.37.4 3.2 -5.6 7.1 10.3 2.3 29.0 -10.6 8.1 -0.7 5.3 4.3 18.6 7.4 2.1 1.4 -5.5

12.

918.2 4.0 9.5 2,2

UK 3.5 10.0 7.7 4.1 -1.6 4.2 -7.0 0.7 10.8 3.4 1.3 4.8 4.9 5.5 -2.3 4.8 5.5 1.4 0.4 1.2 3.5 2.5 22.2 8.9 2.4 -0,3

NL 3.0 11.2 -0.5-

0.4-5.5 15.2 -0.6 5.8 10.8 -3.6 11.9 2.4 9.4 -1.0 4.7 4.8 9.0 2.6 0.1 1.0 -2.2 8.3 25.2 19.0 -1.6 -2,2

DK 10.7 12.2 5.4 2.4 -1.4 9.5 -8.0 -0.5 12.1 4.5 9.5 2.3 10.8 -8.5 6.3 5.2 14.9 13.2 3.2 -0.2 5.112.

328.2 12.4 5.6 0,7

SE 13.3 25.7 8.2 2.6 3.2 7.8 -4.2 1.9 27.4 0.3 19.4 2.4 10.6 -6.2 2.8 5.7 15.2 11.6 1.3 2.4 23.9 8.0 27.2 13.1 8.1 0,9

EU28 69,9 41.8 13.6 6.4 -8.5 9.9 25.9 19.6 21.0 0.7 18.3 86.4 88.4 83.4 92.3 94.0 73.6 6.1 -3.2 55.8 55.175.

258.8 54.1 64.7 -0.1

N.B.: cells in yellow highlight a value below the EU average (expressed in absolute points).

Deviation from the EU average of the 2018 AAI 22 indicators

in the countries belonging to yellow cluster 4

Page 50: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Outline of presentation

1. Introduction

2. AAI in the European Union:

a. Situation in 2016

b. Trends in 2008-2016

c. Subnational AAI

d. Inequalities in AAI

3. Linking the AAI to European Semester & MIPAA

4. Final remarks

Page 51: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Final remarks & challenges for the future (1/2)

• AAI can deliver a wealth of information through (nationally,

regionally or locally) comparable datasets, to support monitoring

of progress in implementing active ageing policies

• Going beyond country-ranking of score averages, clusters of

countries sharing similar features allow to focus on common

challenges

• Future applications of the AAI should try to:

• focus on inequalities leading to marginalisation of vulnerable

groups (e.g. persons characterised by socio-economic

deprivation, poorer health, or having a migration background)

• pay more attention to the oldest age groups by using more

detailed, age-disaggregated AAI-related data

• understand what active ageing means in residential care settings

Page 52: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

• Encourage users to experiment with it and build their own

“personalised AAI”:

• guidelines on how to calculate the AAI in different

contexts provide a set of helpful and user-friendly

instructions

• web-based data visualisation tool allows users to change

the weights of domains and indicators, build the AAI for

specific subgroups & visualise its development over time

• research more on the relation between the AAI (reflecting

the macro-level) and individual well-being (at micro-level)

• Progressing on these issues will allow the AAI to show that the

ageing of our societies is not a negative process per se, given the

remarkable contribution of older people in different areas.

Final remarks & challenges for the future (2/2)

Page 53: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

Thank you!

Page 54: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

The 22 AAI indicators: EMPLOYMENT (weight: 35)

Indicator (& weight)

Source Variable / survey question

1.1Employment rate 55-59 (25)

EU-LFS

Those who during the reference week performed work, even for just one hour a week, for pay, profit or family gain

+ those who were not at work but had a job or business from which they were temporarily absent because of, e.g., illness, holidays, industrial dispute or education and training.

1.2Employment rate 60-64 (25)

1.3Employment rate 65-69 (25)

1.4Employment rate 70-74 (25)

Page 55: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

SOCIAL PARTICIPATION (weight: 35)

Indicator Source Variable / survey question

2.1Voluntary activities (25)

EQLS

How often did you do unpaid voluntary work through the following organisations in the last 12 months (share of 55+ who answered at least once a week)

2.2

Care to children and grandchildren*(25)

In general, how often are you involved in any of the following activities outside of paid work? a. Caring for and/or educating your children; b. Caring for and/or educating your grandchildren (share of those 55+ who answered at least once a week)

2.3

Care to infirm and disabled* (30)

In general, how often are you involved in any of the following activities outside of paid work? d. Caring for disabled or infirm family members, neighbours or friends under 75 years old; e. Caring for disabled or infirm family members, neighbours or friends aged 75 or over (share of those aged 55+ who answered at least once a week)

2.4

Political participation (20)

Over the last 12 months, have you …? a. Attended a meeting of a trade union, a political party or political action group; b. Attended a protest/demonstration; c. Signed a petition; d. Contacted a politician/public official (other than routine contact) (share of those 55+ who answered yes)

Page 56: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

INDEPENDENT, HEALTHY & SECURE LIVING (weight: 10)

Indicator Source Variable / survey question

3.1Physical exercise (10)

EQLSPercentage of people aged 55+ undertaking physical exercise or sport almost every day.

3.2Access to health services (20)

EU-SILC

Percentage of people aged 55+ who report no unmet need for medical and dental examination or treatment during the last 12 months.

3.3Independent living arrangements (20)

Share of persons aged 75+ living in single or couple households

3.4Relative median income (10)

Ratio of the median equivalised disposable income of people aged 65+ to the median equivalised disposable income of those aged below 65.

3.5No poverty risk (10)

% of people aged 65+ who are not at risk of poverty (with an equivaliseddisposable income after social transfers below the at risk-of-poverty threshold = 50% of national median equivalised disposable income after social transfers)

3.6

No severe material deprivation (10)

Share of people aged 65+ who are not severely materially deprived (= enforced inability to afford at least four out of the following nine items: to pay their rent, mortgage or utility bills; to keep their home adequately warm; to face unexpected expenses; to eat meat or proteins regularly; to go on holiday; a television set; a washing machine; a car; a telephone).

3.7Physical safety (10)

ESSHow safe do you — or would you — feel walking alone in your local area or neighbourhood after dark? (% of those aged 55+ feeling safe or very safe)

3.8Lifelong learning (10)

EU-LFSDid you attend any courses, seminars, conferences or received private lessons or instructions within or outside the regular education system within the last 4 weeks? (% people aged 55-74 who answered yes)

Page 57: 2018 Active Ageing Index (AAI): analytical report · Outline of presentation 1. Introduction 2. AAI in the European Union: a. Situation in 2016 b. Trends in 2008-2016 c. Subnational

CAPACITY & ENABLING ENVIRONMENT FOR ACTIVE AGEING

(weight: 20)

Indicator Source Variable / survey question

4.1

Remaining life expectancy at age 55 (33)

Eurostat

Remaining life expectancy at 55 divided by 50 to calculate the proportion of life expectancy achievement in the target of 105 years of life expectancy.

4.2

Share of healthy life expectancy at age 55 (23)

Eurostat & EU-SILC

The proportion of years spent free of activity limitation caused by health problems in the remaining life expectancy at 55.

4.3 Mental well-being (17)

EQLSShare of people aged 55+ scoring above 13 points in the WHO-5 questionnaire.

4.4 Use of ICT (7)Eurostat ICT Survey

How often on average have you used Internet in the last 3 months? (share of those aged 55-74 who answered “at least once a week” or more often).

4.5

Social connectedness (13)

ESS

How often socially meet with friends, relatives or colleagues? (share of people aged 55+ who answered “at least once a week”, or more often).

4.6Educational attainment (7)

EU-LFSShare of those aged 55-74 with upper secondary or tertiary educational attainment (ISCED 3 or higher).


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