IDEAS home Printed from https://ideas.repec.org/a/gam/jijerp/v17y2020i21p7868-d435440.html
   My bibliography  Save this article

Scoping Review: Intergenerational Resource Transfer and Possible Enabling Factors

Author

Listed:
  • Eliza Lai-Yi Wong

    (The Jockey Club School of Public Health and Primary Care, Faculty of Medicine, The Chinese University of Hong Kong, Hong Kong, China)

  • Jennifer Mengwei Liao

    (The Jockey Club School of Public Health and Primary Care, Faculty of Medicine, The Chinese University of Hong Kong, Hong Kong, China)

  • Christopher Etherton-Beer

    (Internal Medicine, Faculty of Health and Medical Sciences, The University of Western, Perth, WA 6009, Australia)

  • Loretta Baldassar

    (School of Social Sciences, Faculty of Arts, Business, Law and Education, The University of Western, Perth, WA 6009, Australia)

  • Gary Cheung

    (School of Medicine, Faculty of Medical and Health Sciences, The University of Auckland, Auckland 1010, New Zealand)

  • Claire Margaret Dale

    (Retirement Policy and Research Centre, Faculty of Business and Economics, The University of Auckland, Auckland 1010, New Zealand)

  • Elisabeth Flo

    (Department of Clinical Psychology, Faculty of Psychology, The University of Bergen, 5020 Bergen, Norway)

  • Bettina Sandgathe Husebø

    (Department of Global Public Health and Primary Care, The University of Bergen, 5020 Bergen, Norway)

  • Roy Lay-Yee

    (Centre for Methods & Policy Application in the Social Sciences, Faculty of Arts, The University of Auckland, Auckland 1010, New Zealand)

  • Adele Millard

    (School of Social Sciences, Faculty of Arts, Business, Law and Education, The University of Western, Perth, WA 6009, Australia)

  • Kathy Ann Peri

    (School of Nursing, Faculty of Medical and Health Sciences, The University of Auckland, Auckland 1010, New Zealand)

  • Praveen Thokala

    (Health Economics and Decision Science, The University of Sheffield, Sheffield S10 2TN, UK)

  • Chek-hooi Wong

    (Duke-NUS Medical School, National University of Singapore, Singapore 169857, Singapore)

  • Patsy Yuen-Kwan Chau

    (The Jockey Club School of Public Health and Primary Care, Faculty of Medicine, The Chinese University of Hong Kong, Hong Kong, China)

  • Crystal Ying Chan

    (The Jockey Club School of Public Health and Primary Care, Faculty of Medicine, The Chinese University of Hong Kong, Hong Kong, China)

  • Roger Yat-Nork Chung

    (The Jockey Club School of Public Health and Primary Care, Faculty of Medicine, The Chinese University of Hong Kong, Hong Kong, China)

  • Eng-Kiong Yeoh

    (The Jockey Club School of Public Health and Primary Care, Faculty of Medicine, The Chinese University of Hong Kong, Hong Kong, China)

Abstract

We explore the intergenerational pattern of resource transfer and possible associated factors. A scoping review was conducted of quantitative, peer-reviewed, English-language studies related to intergenerational transfer or interaction. We searched AgeLine, PsycINFO, Social Work Abstracts, and Sociological Abstracts for articles published between Jane 2008 and December 2018. Seventy-five studies from 25 countries met the inclusion criteria. The scoping review categorised resource transfers into three types: financial, instrumental, and emotional support. Using an intergenerational solidarity framework, factors associated with intergenerational transfer were placed in four categories: (1) demographic factors (e.g., age, gender, marital status, education, and ethno-cultural background); (2) needs and opportunities factors, including health, financial resources, and employment status; (3) family structures, namely, family composition, family relationship, and earlier family events; and (4) cultural-contextual structures, including state policies and social norms. Those factors were connected to the direction of resource transfer between generations. Downward transfers from senior to junior generations occur more frequently than upward transfers in many developed countries. Women dominate instrumental transfers, perhaps influenced by traditional gender roles. Overall, the pattern of resource transfer between generations is shown, and the impact of social norms and social policy on intergenerational transfers is highlighted. Policymakers should recognise the complicated interplay of each factor with different cultural contexts. The findings could inform policies that strengthen intergenerational solidarity and support.

Suggested Citation

  • Eliza Lai-Yi Wong & Jennifer Mengwei Liao & Christopher Etherton-Beer & Loretta Baldassar & Gary Cheung & Claire Margaret Dale & Elisabeth Flo & Bettina Sandgathe Husebø & Roy Lay-Yee & Adele Millard , 2020. "Scoping Review: Intergenerational Resource Transfer and Possible Enabling Factors," IJERPH, MDPI, vol. 17(21), pages 1-22, October.
    • Handle: RePEc:gam:jijerp:v:17:y:2020:i:21:p:7868-:d:435440
    as

    Download full text from publisher

    File URL: https://www.mdpi.com/1660-4601/17/21/7868/pdf
    Download Restriction: no
    File URL: https://www.mdpi.com/1660-4601/17/21/7868/
    Download Restriction: no
    ---><---

    References listed on IDEAS

    as
    1. Valeria Bordone & Helga A. G. Valk, 2016. "Intergenerational support among migrant families in Europe," European Journal of Ageing, Springer, vol. 13(3), pages 259-270, September.
    2. Yen-Pi Cheng & Kira S. Birditt & Steven H. Zarit & Karen L. Fingerman, 2015. "Young Adults’ Provision of Support to Middle-Aged Parents," The Journals of Gerontology: Series B, The Gerontological Society of America, vol. 70(3), pages 407-416.
    3. Kee-Lee Chou, 2010. "Number of Children and Upstream Intergenerational Financial Transfers: Evidence From Hong Kong," The Journals of Gerontology: Series B, The Gerontological Society of America, vol. 65(2), pages 227-235.
    4. Sergi Jiménez‐Martín & Cristina Vilaplana Prieto, 2015. "Informal Care Motivations and Intergenerational Transfers in European Countries," Health Economics, John Wiley & Sons, Ltd., vol. 24(S1), pages 89-103, March.
    5. Leen Heylen & Dimitri Mortelmans & Maarten Hermans & Kim Boudiny, 2012. "The intermediate effect of geographic proximity on intergenerational support," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 27(17), pages 455-486.
    6. Kyungmin Kim & Karen L. Fingerman & Kira S. Birditt & Steven H. Zarit, 2016. "Capturing Between- and Within-Family Differences in Parental Support to Adult Children: A Typology Approach," The Journals of Gerontology: Series B, The Gerontological Society of America, vol. 71(6), pages 1034-1045.
    7. Tom Emery, 2013. "Intergenerational transfers and European families: Does the number of siblings matter?," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 29(10), pages 247-274.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Luca Cerniglia & Silvia Cimino, 2020. "Special Issue: Parent–Child Interactions: Paths of Intergenerational Transmission of Psychopathological Risk," IJERPH, MDPI, vol. 17(24), pages 1-4, December.
    2. Isabelle von Saenger & Lena Dahlberg & Erika Augustsson & Johan Fritzell & Carin Lennartsson, 2023. "Will your child take care of you in your old age? Unequal caregiving received by older parents from adult children in Sweden," European Journal of Ageing, Springer, vol. 20(1), pages 1-13, December.

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Aviad Tur-Sinai & Noah Lewin-Epstein, 2020. "Transitions in Giving and Receiving Intergenerational Financial Support in Middle and Old Age," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 150(3), pages 765-791, August.
    2. Hao-yu Hu & Wei Wang & Da-wei Feng & Hua-lei Yang & Zhong-kun Zhu, 2022. "Number of Children and Monetary Transfers to Elderly Parents in Rural China," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 159(2), pages 593-615, January.
    3. Tom Emery & Stipica Mudrazija, 2015. "Measuring intergenerational financial support: Analysis of two cross-national surveys," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 33(33), pages 951-984.
    4. Mazzotta, Fernanda & Bettio, Francesca & Zigante, Valentina, 2018. "And Thou Shalt Honor: children’s caregiving, work and religion," GLO Discussion Paper Series 202, Global Labor Organization (GLO).
    5. Roberta Rutigliano, 2020. "Counting on Potential Grandparents? Adult Children’s Entry Into Parenthood Across European Countries," Demography, Springer;Population Association of America (PAA), vol. 57(4), pages 1393-1414, August.
    6. A. S. Santos & J. McGarrigle & C. Barros & I. Albert & E. Murdock, 2024. "Ambivalence and transnational intergenerational solidarity: the perspective of highly educated Portuguese women emigrant daughters," Palgrave Communications, Palgrave Macmillan, vol. 11(1), pages 1-15, December.
    7. Emanuele Ciani & Claudio Deiana, 2018. "No free lunch, buddy: past housing transfers and informal care later in life," Review of Economics of the Household, Springer, vol. 16(4), pages 971-1001, December.
    8. Sofia Gil-Clavel & Emilio Zagheni & Valeria Bordone, 2022. "Close Social Networks Among Older Adults: The Online and Offline Perspectives," Population Research and Policy Review, Springer;Southern Demographic Association (SDA), vol. 41(3), pages 1111-1135, June.
    9. Emily E. Wiemers & Judith A. Seltzer & Robert F. Schoeni & V. Joseph Hotz & Suzanne M. Bianchi, 2019. "Stepfamily Structure and Transfers Between Generations in U.S. Families," Demography, Springer;Population Association of America (PAA), vol. 56(1), pages 229-260, February.
    10. Dobrescu, L.I. & Smith, J.P., 2016. "The HRS Around the World Surveys," Handbook of the Economics of Population Aging, in: Piggott, John & Woodland, Alan (ed.), Handbook of the Economics of Population Aging, edition 1, volume 1, chapter 0, pages 993-1018, Elsevier.
    11. Zhen Cong & Merril Silverstein, 2019. "A Vignette Study of Older Adults’ Preferences for Intergenerational Transfers in the Context of Competition Between Grandparents and Grandchildren in Rural China," The Journals of Gerontology: Series B, The Gerontological Society of America, vol. 74(3), pages 496-505.
    12. Emanuele Ciani & Claudio Deiana, 2016. "No Free Lunch, Buddy: Housing Transfers and Informal Care Later in Life," Center for the Analysis of Public Policies (CAPP) 0134, Universita di Modena e Reggio Emilia, Dipartimento di Economia "Marco Biagi".
    13. Wilson, Nicholas, 2018. "Altruism in preventive health behavior: At-scale evidence from the HIV/AIDS pandemic," Economics & Human Biology, Elsevier, vol. 30(C), pages 119-129.
    14. Isabelle Albert, 2021. "Perceived loneliness and the role of cultural and intergenerational belonging: the case of Portuguese first-generation immigrants in Luxembourg," European Journal of Ageing, Springer, vol. 18(3), pages 299-310, September.
    15. Albertini,Marco, 2016. "Ageing and family solidarity in Europe : patterns and driving factors of intergenerational support," Policy Research Working Paper Series 7678, The World Bank.
    16. Bérengère Davin & Xavier Joutard & Alain Paraponaris, 2019. ""If You Were Me": Proxy Respondents' Biases in Population Health Surveys," Working Papers halshs-02036434, HAL.
    17. Philipp M. Lersch, 2019. "Fewer Siblings, More Wealth? Sibship Size and Wealth Attainment," European Journal of Population, Springer;European Association for Population Studies, vol. 35(5), pages 959-986, December.
    18. Rachel Dunifon & Paula Fomby & Kelly Musick, 2017. "Siblings and children's time use in the United States," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 37(49), pages 1611-1624.
    19. Jeoung Yul Lee & Daekwan Kim & Byungchul Choi & Alfredo Jiménez, 2023. "Early evidence on how Industry 4.0 reshapes MNEs’ global value chains: The role of value creation versus value capturing by headquarters and foreign subsidiaries," Journal of International Business Studies, Palgrave Macmillan;Academy of International Business, vol. 54(4), pages 599-630, June.
    20. Fernanda Mazzotta & Lavinia Parisi, 2020. "Money and time: what would you give back to me? Reciprocity between children and their elderly parents in Europe," Economia Politica: Journal of Analytical and Institutional Economics, Springer;Fondazione Edison, vol. 37(3), pages 941-969, October.

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:gam:jijerp:v:17:y:2020:i:21:p:7868-:d:435440. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: MDPI Indexing Manager (email available below). General contact details of provider: https://www.mdpi.com .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.