The Journal of Socio-Economics 38 (2009) 138–146
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The Journal of Socio-Economics
journal homepage: www.elsevier.com/locate/soceco
Socioeconomic determinants of the need for personal assistance reported by
community-dwelling elderly: Empirical evidence from a French
national health survey
Bérengère Davin
a,b,c
, Alain Paraponaris
a,b,c,∗
, Pierre Verger
a,b,c
a
INSERM, U912 (SE4S), Marseille, France
b
Université Aix Marseille, IRD, UMR-S912, Marseille, France
c
ORS PACA, Observatoire Régional de la Santé Provence Alpes Côte d’Azur, Marseille, France
article info
Article history:
Received 20 July 2007
Received in revised form 27 August 2008
Accepted 15 October 2008
JEL classification:
I10
C35
Keywords:
Elderly
Impairments
Need for personal assistance
Andersen and Newman’s behavioral model
Bivariate probit model with sample
selection
abstract
A bivariate probit model with sample selection is used to estimate the conditional probability of reporting
a need for personal assistance (NPA) with at least one activity of daily living among French community-
dwelling elderly. 71.8% of men and 77.3% of women reported impairments and among those who reported
impairments, 7.5% of men and 10.8% of women reported NPA. NPA is associated not only with age (i.e.,
the oldest individuals, for women only) and health status (such as a specific type of impairment), but
also with socioeconomic (living with intermediate income; living with someone, partner or other) and
environmental factors (having and using assistive technologies).
© 2008 Elsevier Inc. All rights reserved.
1. Introduction
The populations of Western nations are aging, to a greater degree
in the European Union than in North America (OECD, 2000). Popu-
lation aging is commonly expected to lead to sharp increases in
health care expenditures (OECD, 2006), even if this assumption
strongly depends on hypotheses made about the impact of aging
on health (Zweifel et al., 1999, 2004). It is also assumed that aging
will radically change relations between younger and older popula-
tions (Henrard, 1996; von Weizsäcker, 1996) by calling into question
the need for reforms in health care financing as well as in pension
and retirement systems (Lloyd-Sherlock, 2000; von Weizsäcker,
1995; Zweifel, 1990). More importantly, it places into public view
the debate about the targeted mix of public subsidies and private
provision of care for the elderly (Hoerger et al., 1996; Norton, 2000).
The prolonged life span of today may result in an increas-
ing number of chronic diseases and ensuing physical or cognitive
∗
Corresponding author at: INSERM 912 – ORS PACA, 23 rue Stanislas Torrents,
F-13006 Marseille, France. Tel.: +33 4 91 59 89 02; fax: +33 4 91 59 89 24.
E-mail address: alain.paraponaris@inserm.fr (A. Paraponaris).
impairments and disabilities. Impairments are defined as any loss
or abnormality of psychological, physiological or anatomical struc-
ture or function. Disabilities refer to any restriction or lack of ability
to perform an activity in the manner or range considered normal
for a human being resulting from an impairment (Freedman et al.,
2004; WHO, 1980). Although disabilities are a major factor in insti-
tutionalization (Branch and Jette, 1982), the majority of disabled
elderly individuals continue to live in the community (two thirds
of the disabled elderly in France), where they require assistive tech-
nology, help from others or both to accomplish the activities of daily
living (ADLs). Establishing policies for equitable and appropriate
care and assistance for the elderly requires, among other things, an
assessment of when and why people with impairments report the
need for personal assistance (henceforth referred to as NPA). NPA
may be caused by the interaction between physical and/or mental
limitations and the environment, which actually hampers people
in daily activities as stressed by Pascual and Cantarero for the Euro-
pean disabled in a paper published in a recent issue of this journal
(Pascual and Cantarero, 2007).
A large body of research on the determinants of disabilities
(see Stuck et al., 1999, for a survey) has shown that the main
factors associated with disability are medical (in particular, cog-
1053-5357/$ – see front matter © 2008 Elsevier Inc. All rights reserved.
doi:10.1016/j.socec.2008.10.005