Korean Longitudinal Study of Ageing Jiyeun Chang Korea Labor Institute The 1 st Advisory Panel Meeting of KLoSA 2005.9.12~13
SUMMARY WHO HOW INTER- NATIONAL ADVISORY PANEL K L I CHRR NATIONAL ADVISORY PANEL Population : person aged 45 or older Sample : 9,600 HH financial units (11,000 individuals) FUNDS FROM KOREAN GOVERNMENT Data Collection Method : Computer Assisted Personal Interviewing WHAT A. Demographic Background B. Family Structure C. Health D. Functional Limitations and Helpers E. Health Insurance and Health Care Utilization F. Expectations G. Employment H. Individual Income I. Housing J. Asset EXPECTED OUTCOME Multidisciplinary Nationally Representative Internationally Harmonized Panel Survey on Ageing in Korea
BACKGROUND Korean Longitudinal Study of Ageing
emographic Transitions BACKGROUND The elderly population 7% 14% 20% others FRANCE : 115 years JAPAN : 24 years KOREA : 18 years
emographic Transitions BACKGROUND The elderly population 7% 14% 20% others FRANCE : 40 years JAPAN : 12 years KOREA : 8 years Korea has one of the fastest ageing populations in the world
emographic Transitions BACKGROUND Population Pyramid of KOREA Male Feamle Male Female Male Female < 1960 > < 2005 > < 2050 >
Labor Force Transitions BACKGROUND LF COMPOSITION PROJECTED
Labor Force Transitions BACKGROUND KOREA LF GROWTH PROJECTED -1.5-1.0-0.5 0.0 0.5 1.0 1.5 2,0 U.S.A JAPAN GERMANY FRANCE EU OECD
Policy Environment BACKGROUND National Pension Retirement Allowance, Corp. Pension Long-term Care Insurance Needs for Academic and/or Policy Researches - Retirement Decisions - Familial Financial Support & Care/Help Exchange - Health Condition & Health Care Purchase
EXISTING SURVEYS ON THE ELDERLY Korean Longitudinal Study of Ageing
EXISTING SURVEYS ON THE ELDERLY Survey of the Living Conditions and Welfare Needs of the Elderly Longitudinal Study on the Quality of the Elderly Korea Institute for Health and Society Affairs Hallym University Institute for Ageing Studies Korea Labor and Income Panel Study National Pension Panel Survey Korea Labor Institute National Pension Institute
EXISTING SURVEYS ON THE ELDERLY Survey of the Living Conditions and Welfare Needs of the Elderly Korea Institute for Health and Society Affairs 1994 1998 2004 The Relationship with Family & Friends Employment & Economic State Caretaking Responsibility State of Physical Well-being Social Activities Utilization of Welfare Services for Senior citizens LIMITATION -Not Consistent Survey - Only 65 or Older Perception & Attitude on Ageing Living Environment
EXISTING SURVEYS ON THE ELDERLY Survey of the Living Conditions and Welfare Needs of the Elderly Longitudinal Study on the Quality of the Elderly Korea Institute for Health and Society Affairs Hallym University Institute for Ageing Studies Korea Labor and Income Panel Study National Pension Panel Survey Korea Labor Institute National Pension Institute
EXISTING SURVEYS ON THE ELDERLY Longitudinal Study on the Quality of the Elderly(2002 ~ 2004) Hallym University Institute for Ageing Studies The Age Groups of 45~65 & over 65 Medical Care Psychology Social Welfare The Senior Citizen s state of Physical Well-being Sociology Disease Affliction Use of Medical Service State of Mental Health Level of Happiness Emotional State & Needs LIMITATION -Only 3-Year Survey - Geographically limit. - Untraceable Data(35%) Social Support
EXISTING SURVEYS ON THE ELDERLY Survey of the Living Conditions and Welfare Needs of the Elderly Longitudinal Study on the Quality of the Elderly Korea Institute for Health and Society Affairs Hallym University Institute for Ageing Studies Korea Labor and Income Panel Study National Pension Panel Survey Korea Labor Institute National Pension Institute
EXISTING SURVEYS ON THE ELDERLY Korea Labor and Income Panel Study(1998~2005) Korea Labor Institute The Age Groups in 15 or Olders Economic Activities Labor Market Trends Income-Generating Activities Spending Education/Vocational Training Social Life 2001 : Over 45 2004 : Over 50 LIMITATION -Small Sample - Exclusion of Rural Areas
EXISTING SURVEYS ON THE ELDERLY Survey of the Living Conditions and Welfare Needs of the Elderly Longitudinal Study on the Quality of the Elderly Korea Institute for Health and Society Affairs Hallym University Institute for Ageing Studies Korea Labor and Income Panel Study National Pension Panel Survey Korea Labor Institute National Pension Institute
EXISTING SURVEYS ON THE ELDERLY National Pension Panel Survey National Pension Institute The Age Groups in 50 or Olders Individual s Decision-making in Saving & Employment Senior Citizens Living Conditions The Old-age Plans
EXISTING SURVEYS ON THE ELDERLY DATA NEED TO STUDY AGEING in KOREA Nationally Representative Data Longitudinal / Panel Survey Multidisciplinary Study Internationally Harmonized Data
RESEARCH DESIGN of KLoSA Korean Longitudinal Study of Ageing
POPULATION RESEARCH DESIGN of KLoSA Persons Aged 45 or Older in Korea - 1st Wave 2006 : Elders Residing in the Community -2 nd Wave 2008 : Elders Residing in the Community & the Institution - Different from HRS : Population (Age 45) to Capture Instability of Employment in Middle-Aged Workers Extended Pop to Institutionalized Elderly SAMPLE SIZE 9,600 Financial Family Units/11,000 Persons
SAMPLING DESIGN RESEARCH DESIGN of KLoSA Stratified multi-stage area probability sampling Stage 1 : Probability proportional to size (PPS) systematic sampling of 2000 census enumeration districts Stage 2 : Systematic selection of HHS from the age-eligible HH listing for the sample EDs Stage 3 : Selection of the HH financial units
SURVEY CYCLE RESEARCH DESIGN of KLoSA Baseline Interviews in Every Other Year Off-Year Survey DATA COLLECTING METHOD Computer Assisted Personal Interviewing
SURVEY INSTRUMENT RESEARCH DESIGN of KLoSA HRS KLoSA SHARE Demographic Background Widowhood / Divorce Demographic Background Demographics Family Structure & Transfers (Children & Household Members, Parents & Sibs) Family Structure & Transfers Family : parents & Siblings Children (help, Financial Transfers) Health Health Health Functional Limitations & Helpers Functional Limitations & Helpers Functional Limitations (in Health Part)
SURVEY INSTRUMENT RESEARCH DESIGN of KLoSA HRS KLoSA SHARE Health Service & Insurance Health Care & Health Insurance Health Care Expectations Expectations Expectations Employment, Last Job, Job History Employment Employment Assets & Income Individual income Income (individual), Household income
SURVEY INSTRUMENT RESEARCH DESIGN of KLoSA HRS KLoSA SHARE Housing Housing Housing Assets & Income, Assets Change, Will/life Insurance Assets Assets Cognition, Disability Cognitive Test, Mental Health, Consumption, Activities
RESEARCH DESIGN of KLoSA SURVEY INSTRUMENT HRS Household Financial Unit Family Structure & Transfers FAMILY R Assets & Income FINANCIAL R Housing FINANCIAL R KLoSA Household Financial Unit Family Structure & Transfers FAMILY R Individual income INDIVIDUAL R Housing FINANCIAL R SHARE Household Unit Parents & Siblings INDIVIDUAL R Children / Personal Care FAMILY R Financial Transfers FINANCIAL R Income INDIVIDUAL R Household income HOUSEHOLD R Housing HOUSEHOLD R Assets & Income, FINANCIAL R Assets FINANCIAL R Assets FINANCIAL R FINANCIAL R FAMILY R : one person in a couple HOUSEHOLD R : one person in a Household
RESEARCH DESIGN of KLoSA SURVEY INSTUMENT : PROGRESS 2005 Feb ~ April Restructuring HRS Framework & Trim HRS Questionnaire English Korean Translation 2005 May 1 st Modification of the Questionnaire in Korean Text 2005 June Written Comments from 46 Specialist in 7 Fields Demographics / Family : 4 Employment / Income : 7 Pension / Social Welfare : 3 Asset / Income : 12 Insurance / Finance : 5 Real Estate / Housing : 3 Health / Health Care : 9
RESEARCH DESIGN of KLoSA SURVEY INSTUMENT : PROGRESS 2005 July ~ Aug 2 nd Modification Based on Advisory Comments 2005 Sept 1 st KLoSA International Advisory Meeting 2005 Oct National Adv. Meetings in 7 Specialty Areas 2005 Nov 3 rd Modification Based on Advisory Comments 2006 May Finalizing KLoSA Instrument Based on Pilot Surveys
RESEARCH DESIGN of KLoSA FUNDING - Korean Government (the Ministry of Labor) - KLI & CHRR : Manpower & Technology ORGANIZATIONAL STRUCTURE Adv. Panel K L I CHRR Adv. Panel Field Agency Sampling Design Team
RESEARCH DESIGN of KLoSA LEAD RESPONSIBILITIES K L I CHRR Develop Survey Instrument Obtain Advice from Advisory Panel Supervise Interviewer Training -Sample Design - Collect Data & Supervise the Field Agency - Organize KLoSA Meeting -Develop Public Data Dissemination System - Analyze the Data & Prepare Report - Develop CAPI System
FIELD MANAGEMENT RESEARCH DESIGN of KLoSA Field Agency : TNS (Taylor Nelson Sofres) Korea - Experience of Running CAPI System - Computer Familiarity & Basic CAPI Training for All Interviewers
RESEARCH DESIGN of KLoSA Need Advices! Missing Sections? e.g. Cognition, Dementia, Personality (Risk-aversion) Who responds Which sections? - Family, Income & Assets sections HRS Family Structure & Transfers FAMILY R Assets & Income FINANCIAL R Assets & Income, FINANCIAL R KLoSA Family Structure & Transfers FAMILY R Individual income INDIVIDUAL R Assets FINANCIAL R SHARE Parents & Siblings INDIVIDUAL R Children / Personal Care FAMILY R Financial Transfers FINANCIAL R Income INDIVIDUAL R Household income HOUSEHOLD R Assets FINANCIAL R