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Housing an ageing population
with social care needs:
investigating the role of extra
care housing
Jessica Watson, International Longevity Centre – UK
International Federation on Ageing Conference
May 30 2012

  The International Longevity Centre-UK is an independent, non-partisan think-tank
     dedicated to addressing issues of longevity, ageing and population change.
About ILC-UK

 The International Longevity Centre-UK is the leading
   UK think tank on longevity and demographic change.
   It is an independent, non-partisan think-tank
   dedicated to addressing issues of longevity, ageing
   and population change.

 The ILC-UK is one of 14 partners in the International
   Longevity Centre Global Alliance. The alliance is a
   multinational research and educational consortium.


 The International Longevity Centre-UK is an independent, non-partisan think-tank
    dedicated to addressing issues of longevity, ageing and population change.
Establishing the
extra in Extra Care:
Perspectives from
three Extra Care
Providers


Available from
www.ilcuk.org.uk

  The International Longevity Centre-UK is an independent, non-partisan think-tank
     dedicated to addressing issues of longevity, ageing and population change.
Overview

• Housing context
• Introducing Extra Care
• Research Questions
• Data and Methods
• Results and conclusions from ILC-UK
 research
• Policy recommendations
  The International Longevity Centre-UK is an independent, non-partisan think-tank
     dedicated to addressing issues of longevity, ageing and population change.
Health, social care and housing
            among the ageing population
• Housing:
   • Lived in same house for 40+ years (17% 1993/4; 24% 2007/8)
   • Rising levels of under occupancy?
   • Rising levels of housing wealth?.....Rising inequality? (Older people
     still biggest consumers of social housing)
   • Less retirement housing being constructed
• Health care:
   • Compression of morbidity? (Zaninotto et al, 2010)
   • Non communicable diseases (stroke, dementia)
• Social Care:
   • Rising cost
   • Rates of receipt of domiciliary care at home declining…
    The International Longevity Centre-UK is an independent, non-partisan think-tank
       dedicated to addressing issues of longevity, ageing and population change.
Extra care housing
What is it? Little consensus….


Wide spectrum of self-designated extra care housing
Some common principles of extra care housing:
 Ergonomically designed
 Flexible and continually adapting care packages delivered onsite
 Communal facilities
 Group activities
 Independent homes within small-medium sized retirement communities
 Usually age specific
 Leasehold tenure as well as rental tenure
 Community balance of care needs

      The International Longevity Centre-UK is an independent, non-partisan think-tank
         dedicated to addressing issues of longevity, ageing and population change.
Extra care housing




What do we know about extra care housing?
What does extra care housing claim to do?
   The International Longevity Centre-UK is an independent, non-partisan think-tank
      dedicated to addressing issues of longevity, ageing and population change.
Research Questions
 1.   What is the social profile of extra care housing residents
  and how does this compare with residents in the community
  setting?
 2.   Can extra care housing be considered a home for life for
  older people?
 3.   Does residence in extra care housing facilitate healthier
  and more independent life?
 4.   What impact does residence in extra care housing have
  on the uptake of overnight hospital beds?
 5.   What inferences can be made about the costs and
  benefits of extra care housing?
       The International Longevity Centre-UK is an independent, non-partisan think-tank
          dedicated to addressing issues of longevity, ageing and population change.
Data and Methods
 Data: Longitudinal data from 3 partners on almost 4,000 residents of extra
  care housing since 1995;
 British Household Panel Survey; English Longitudinal Survey of Ageing;
  Survey of English Housing (descriptive)
 Limitations/Challenges

1. Characteristics of residents              Descriptive analysis

2. Extra care housing as a home for Event history analysis (Lognormal and
life                                Competing Risks); Propensity Score Matching
3. Extra care housing as a healthy           Event history analysis (Competing Risks);
home for life                                Propensity Score Matching
4. Extra care housing and hospital           Zero inflated negative binomial regression;
beds?                                        Propensity Score Matching
5.N Inferences on the costs and              Descriptive analysis
benefits of extra care housing?
       The International Longevity Centre-UK is an independent, non-partisan think-tank
          dedicated to addressing issues of longevity, ageing and population change.
Characteristics of residents
 Gender
 Age
 Living arrangements
 Additional care needs


 Health shocks that may predict entry to extra care housing:
    Stroke
    Dementia
    Parkinson’s disease

  The International Longevity Centre-UK is an independent, non-partisan think-tank
     dedicated to addressing issues of longevity, ageing and population change.
Characteristics of residents




The International Longevity Centre-UK is an independent, non-partisan think-tank
   dedicated to addressing issues of longevity, ageing and population change.
Extra care as a home for life I
                                                                    Length of time until exit (all exits)
                                                       First quartile (25%)                Median (50%)
All residents                                                          3.1                                    6.5
                                Male                                   2.6                                    6.0
Gender
                                Female                                 3.4                                    6.7
                            Proportion of extra care residents remaining
         1.00
         0.75
         0.50
         0.25
         0.00




                    0                          5                        10                             15
                                                    analysis time (years)
                              No additional care needs on arrival            Very low care needs on arrival
         The International Longevity Centre-UK is an independent, non-partisan needs
                           Low - Moderate care needs         Moderate to High care think-tank
                              High care needs on arrival                     Very high care needs on arrival
                dedicated to addressing issues of longevity, ageing and population change.
Extra care as a home for life II:
                   Competing Risks Framework
                                                        Risk 1: moving to
                                                                             Risk 2: death
                                                        an institution
All residents                                             8.2% (6.7-9.9)      25.0% (22.4-27.5)
                             Male                         6.4% (4.3-9.1)      30.6% (26.0-35.3)
Gender
                             Female                       9.1% (7.2-11.3)     22.0% (19.2-25.1)
                             No additional support
                                                             5.5% (4.0-7.3)    16.8% (14.2-19.6)
                             package
                             Level 1 (very low package
                                                           12.8% (6.8-20.8)    29.6% (20.0-39.7)
                             needs)
Health Status/Care Needs Level 2 (low support
                                                           17.5% (11.7-24.4) 39.8% (31.6-47.6)
on Arrival                   package)
                             Level 3 (moderate support
                                                            11.9% (5.2-21.5)   41.0% (28.3-53,1)
                             package)
                             Level 4 & 5 (high or very
                                                            9.9% (4.9-17.1)    56.9% (46.1-66.3)
                             high support package)
                             50-64                          6.8% (2.8-10.9)    10.2% (5.8-16.3)
                             65-69                           6.2% (3.1-11.0)   13.0% (8.2-19.1)
                             70-74                           6.0% (3.4-9.8)    18.2% (13.3-23.7)
Age Group
                             75-79                          9.0% (5.8-13.0)    24.6% (19.4-30.2)
   The International Longevity Centre-UK is an independent, non-partisan think-tank (21.3-33.5)
                             80-84                          8.0% (4.8-12.3)    27.2%
                             85+                           12.7% (8.5-17.7)    49.0% (41.8-55.8)
       dedicated to addressing issues of longevity, ageing and population change.
N                                                                1,189              1,189
Extra care as a home for life III
                          All community match sample                Domiciliary care match sample


                       Age 65+       Age 75+       Age 80+        Age 65+       Age 75+    Age 80+
                       Model 1       Model 2        Model 3       Model 4       Model 5    Model 6


Models adjusted for Sub-hazard Sub-hazard Sub-hazard Sub-hazard Sub-hazard Sub-hazard
Age, Sex, Living      ratio of    ratio of    ratio of    ratio of    ratio of    ratio of
Arrangements, Year moving to    moving to   moving to   moving to   moving to   moving to
                        an          an          an          an          an          an
                    institution institution institution institution institution institution



                         1.776         1.216         0.905         0.694         0.532*    0.316**
Extra care housing
                        (0.659)       (0.471)       (0.463)       (0.207)       (0.167)    (0.121)

N                        1714          1034           624          1630          1028        634




       The International Longevity Centre-UK is an independent, non-partisan think-tank
          dedicated to addressing issues of longevity, ageing and population change.
Extra care and inferences on costs
 Social care costs (median community care package and extra care)




       The International Longevity Centre-UK is an independent, non-partisan think-tank
          dedicated to addressing issues of longevity, ageing and population change.
Extra care and inferences on costs
 Initial social care costs of extra care housing may be higher
  than if remaining in the community

 But, because of higher probability of transition to institutional
  accommodation, long-term costs lower
   – Planning for retirement

 Cost of lower rate of hospitalisation

 Cost of reduction in social care package

 Cost of falls
      The International Longevity Centre-UK is an independent, non-partisan think-tank
         dedicated to addressing issues of longevity, ageing and population change.
Summary of conclusions
Pressing need for development of older people’s retirement housing
Extra care housing:
   1. Supports some of the most vulnerable in society
   2. Appears to be a home for life for the vast majority
       • Compared to those with similar characteristics appears to be lower
          rate of transition to institution; plausible mechanism (age, living
          arrangements, gender, in receipt of care at home)
   3. Associated with fewer inpatient stays
   4. Associated with fewer falls
   5. Is a healthy home for life
   Extra care not a panacea for all older people’s housing issues, but
   evidence suggests benefits for a sizable majority of residents
        The International Longevity Centre-UK is an independent, non-partisan think-tank
           dedicated to addressing issues of longevity, ageing and population change.
Policy Recommendations I
1. Policy-makers need a co-ordinated response to providing
   housing, health care and social care for our ageing
   population.

2. Policy-makers should recognise and encourage private
   sector development of extra care housing.

3. Policy-makers should enhance and sustain programmes of
   education and information for those who are retired and
   newly retired to plan their housing and financial futures.
   Furthermore, consumers need reassurance that policy
   changes will not negatively impact their retirement decisions.

     The International Longevity Centre-UK is an independent, non-partisan think-tank
        dedicated to addressing issues of longevity, ageing and population change.
Many thanks




The International Longevity Centre-UK is an independent, non-partisan think-tank
   dedicated to addressing issues of longevity, ageing and population change.
Many thanks
Copies of the report available:

www.ilcuk.org.uk


International Longevity Centre - UK

dylankneale@ilcuk.org.uk or jessica.watson@ilcuk.org.uk

Twitter: @ilcuk


     The International Longevity Centre-UK is an independent, non-partisan think-tank
        dedicated to addressing issues of longevity, ageing and population change.

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3 watson-extra care presentation

  • 1. Housing an ageing population with social care needs: investigating the role of extra care housing Jessica Watson, International Longevity Centre – UK International Federation on Ageing Conference May 30 2012 The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 2. About ILC-UK  The International Longevity Centre-UK is the leading UK think tank on longevity and demographic change. It is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.  The ILC-UK is one of 14 partners in the International Longevity Centre Global Alliance. The alliance is a multinational research and educational consortium. The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 3. Establishing the extra in Extra Care: Perspectives from three Extra Care Providers Available from www.ilcuk.org.uk The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 4. Overview • Housing context • Introducing Extra Care • Research Questions • Data and Methods • Results and conclusions from ILC-UK research • Policy recommendations The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 5. Health, social care and housing among the ageing population • Housing: • Lived in same house for 40+ years (17% 1993/4; 24% 2007/8) • Rising levels of under occupancy? • Rising levels of housing wealth?.....Rising inequality? (Older people still biggest consumers of social housing) • Less retirement housing being constructed • Health care: • Compression of morbidity? (Zaninotto et al, 2010) • Non communicable diseases (stroke, dementia) • Social Care: • Rising cost • Rates of receipt of domiciliary care at home declining… The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 6. Extra care housing What is it? Little consensus…. Wide spectrum of self-designated extra care housing Some common principles of extra care housing:  Ergonomically designed  Flexible and continually adapting care packages delivered onsite  Communal facilities  Group activities  Independent homes within small-medium sized retirement communities  Usually age specific  Leasehold tenure as well as rental tenure  Community balance of care needs The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 7. Extra care housing What do we know about extra care housing? What does extra care housing claim to do? The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 8. Research Questions  1. What is the social profile of extra care housing residents and how does this compare with residents in the community setting?  2. Can extra care housing be considered a home for life for older people?  3. Does residence in extra care housing facilitate healthier and more independent life?  4. What impact does residence in extra care housing have on the uptake of overnight hospital beds?  5. What inferences can be made about the costs and benefits of extra care housing? The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 9. Data and Methods  Data: Longitudinal data from 3 partners on almost 4,000 residents of extra care housing since 1995;  British Household Panel Survey; English Longitudinal Survey of Ageing; Survey of English Housing (descriptive)  Limitations/Challenges 1. Characteristics of residents Descriptive analysis 2. Extra care housing as a home for Event history analysis (Lognormal and life Competing Risks); Propensity Score Matching 3. Extra care housing as a healthy Event history analysis (Competing Risks); home for life Propensity Score Matching 4. Extra care housing and hospital Zero inflated negative binomial regression; beds? Propensity Score Matching 5.N Inferences on the costs and Descriptive analysis benefits of extra care housing? The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 10. Characteristics of residents  Gender  Age  Living arrangements  Additional care needs  Health shocks that may predict entry to extra care housing:  Stroke  Dementia  Parkinson’s disease The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 11. Characteristics of residents The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 12. Extra care as a home for life I Length of time until exit (all exits) First quartile (25%) Median (50%) All residents 3.1 6.5 Male 2.6 6.0 Gender Female 3.4 6.7 Proportion of extra care residents remaining 1.00 0.75 0.50 0.25 0.00 0 5 10 15 analysis time (years) No additional care needs on arrival Very low care needs on arrival The International Longevity Centre-UK is an independent, non-partisan needs Low - Moderate care needs Moderate to High care think-tank High care needs on arrival Very high care needs on arrival dedicated to addressing issues of longevity, ageing and population change.
  • 13. Extra care as a home for life II: Competing Risks Framework Risk 1: moving to Risk 2: death an institution All residents 8.2% (6.7-9.9) 25.0% (22.4-27.5) Male 6.4% (4.3-9.1) 30.6% (26.0-35.3) Gender Female 9.1% (7.2-11.3) 22.0% (19.2-25.1) No additional support 5.5% (4.0-7.3) 16.8% (14.2-19.6) package Level 1 (very low package 12.8% (6.8-20.8) 29.6% (20.0-39.7) needs) Health Status/Care Needs Level 2 (low support 17.5% (11.7-24.4) 39.8% (31.6-47.6) on Arrival package) Level 3 (moderate support 11.9% (5.2-21.5) 41.0% (28.3-53,1) package) Level 4 & 5 (high or very 9.9% (4.9-17.1) 56.9% (46.1-66.3) high support package) 50-64 6.8% (2.8-10.9) 10.2% (5.8-16.3) 65-69 6.2% (3.1-11.0) 13.0% (8.2-19.1) 70-74 6.0% (3.4-9.8) 18.2% (13.3-23.7) Age Group 75-79 9.0% (5.8-13.0) 24.6% (19.4-30.2) The International Longevity Centre-UK is an independent, non-partisan think-tank (21.3-33.5) 80-84 8.0% (4.8-12.3) 27.2% 85+ 12.7% (8.5-17.7) 49.0% (41.8-55.8) dedicated to addressing issues of longevity, ageing and population change. N 1,189 1,189
  • 14. Extra care as a home for life III All community match sample Domiciliary care match sample Age 65+ Age 75+ Age 80+ Age 65+ Age 75+ Age 80+ Model 1 Model 2 Model 3 Model 4 Model 5 Model 6 Models adjusted for Sub-hazard Sub-hazard Sub-hazard Sub-hazard Sub-hazard Sub-hazard Age, Sex, Living ratio of ratio of ratio of ratio of ratio of ratio of Arrangements, Year moving to moving to moving to moving to moving to moving to an an an an an an institution institution institution institution institution institution 1.776 1.216 0.905 0.694 0.532* 0.316** Extra care housing (0.659) (0.471) (0.463) (0.207) (0.167) (0.121) N 1714 1034 624 1630 1028 634 The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 15. Extra care and inferences on costs  Social care costs (median community care package and extra care) The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 16. Extra care and inferences on costs  Initial social care costs of extra care housing may be higher than if remaining in the community  But, because of higher probability of transition to institutional accommodation, long-term costs lower – Planning for retirement  Cost of lower rate of hospitalisation  Cost of reduction in social care package  Cost of falls The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 17. Summary of conclusions Pressing need for development of older people’s retirement housing Extra care housing: 1. Supports some of the most vulnerable in society 2. Appears to be a home for life for the vast majority • Compared to those with similar characteristics appears to be lower rate of transition to institution; plausible mechanism (age, living arrangements, gender, in receipt of care at home) 3. Associated with fewer inpatient stays 4. Associated with fewer falls 5. Is a healthy home for life Extra care not a panacea for all older people’s housing issues, but evidence suggests benefits for a sizable majority of residents The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 18. Policy Recommendations I 1. Policy-makers need a co-ordinated response to providing housing, health care and social care for our ageing population. 2. Policy-makers should recognise and encourage private sector development of extra care housing. 3. Policy-makers should enhance and sustain programmes of education and information for those who are retired and newly retired to plan their housing and financial futures. Furthermore, consumers need reassurance that policy changes will not negatively impact their retirement decisions. The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 19. Many thanks The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.
  • 20. Many thanks Copies of the report available: www.ilcuk.org.uk International Longevity Centre - UK dylankneale@ilcuk.org.uk or jessica.watson@ilcuk.org.uk Twitter: @ilcuk The International Longevity Centre-UK is an independent, non-partisan think-tank dedicated to addressing issues of longevity, ageing and population change.