Skip to main content

Advertisement

Log in

Poverty and Old Age in Scandinavia: A Problem of Gendered Injustice? Evidence from the 2010 GERDA Survey in Finland and Sweden

  • Published:
Social Indicators Research Aims and scope Submit manuscript

Abstract

This article investigates the prevalence of two forms of income poverty among older adults in Finland and Sweden from a gendered perspective. It examines differences in both objective and subjective (i.e. experienced) income poverty between older women and men, and asks to what extent the gender variable can explain these differences after controlling for the impact of other variables, such as education. The analysis is based on data from the Gerda 2010 survey, and covers 65-, 70-, 75- and 80-year-olds living in Österbotten, Finland and Västerbotten, Sweden. The results show a stronger prevalence of both objective and subjective income poverty among older women compared to that of men, and this systematic difference remains significant after controlling for other variables, although a mediating effect upon this association can be detected from variables such as health or education. As a whole, the results suggest that these two Nordic countries, despite their egalitarian welfare states and redistributive pension systems, may face a problem of gendered injustice in old age.

This is a preview of subscription content, log in via an institution to check access.

Access this article

Price excludes VAT (USA)
Tax calculation will be finalised during checkout.

Instant access to the full article PDF.

Similar content being viewed by others

Notes

  1. The acronym GERDA refers to the Gerontological Regional Database (GERDA 2012).

  2. Finnish is the majority language in Finland, but there is also a Swedish-speaking minority, which resides predominantly in the region of Österbotten and the Åland archipelago.

  3. The original phrasing of the items and response categories were: ‘What is your monthly income before taxes?’ (response categories: 1 = 0–500 €/0–5000 SEK, 2 = 501–1000 €/5001–10000 SEK, 3 = 1001–1500 €/10,001–15,000 SEK, 4 = more than 1500 €/15000 SEK).

  4. The original phrasing of the item and response categories were: ‘In your economic situation, is it possible to make ends meet?’ (response categories: 1 = without difficulty, 2 = with some difficulty, 3 = difficult, 4 = very difficult).

  5. The original phrasing of the items was: ‘How many years of school do you have?’ (continuous variable) and ‘In general, how would you say your health is?’ (1 = excellent, 2 = very good, 3 = good, 4 = fair, 5 = poor).

References

  • Ahonen, K. (2006). International Comparison of Pensioners’ Disposable Income. In H. Uusitalo (Ed.), Pensions and pensioners’ disposable income, trends in 1990–2005 (Vol. 2). Helsinki: Finnish Centre for Pensions.

    Google Scholar 

  • Ahonen, K. (2011). Eläkeikäisten toimeentulo eurooppalaisessa vertailussa. In M. Kautto (ed.) Eläkkeet ja eläkkeensaajien toimeentulo 20002010 (pp. 127–144). Eläketurvakeskuksen raportteja 04/20011. Helsinki: Eläketurvakeskus.

  • Ahonen, K. & Bach-Othman, J. (2009). Vanhuusköyhyyden jäljillä: kotitalouden rakenteen merkitys sukupuolten välisiin köyhyysriskieroihin kahdeksassa EU-maassa. Eläketurvakeskuksen keskustelualoitteita 2009:8. Helsinki: Eläketurvakeskus.

  • Alcock, P. (2006). Understanding poverty (3rd ed.). Hampshire: Palgrave Macmillan.

    Google Scholar 

  • Arber, S. (2006). Gender trajectories: How age and marital status influence patterns of gender inequality in later life. In S. O. Daatland & S. Biggs (Eds.), Ageing and diversity. Multiple pathways and cultural migrations (pp. 61–76). Bristol: The Policy Press.

    Google Scholar 

  • Bianchi, S. (1999). Feminization and juvenilization of poverty: Trends, relative risks, causes, and consequences. Annual Review of Sociology, 25, 307–333.

    Article  Google Scholar 

  • Brady, D. (2005). The welfare state and relative poverty in rich western democracies, 1967–1997. Social Forces, 83(4), 1329–1364.

    Article  Google Scholar 

  • Brady, D., & Kall, D. (2008). Nearly universal, but Somewhat Distinct: The feminization of poverty in affluent western democracies, 1969–2000. Social Science Research, 37(3), 976–1007.

    Article  Google Scholar 

  • Bridges, B., & Gesumaria, R. (2013). The supplemental poverty measure (SPM) and the aged: How and why the SPM and official poverty estimates differ. Social Security Bulletin, 73(4), 49–69.

    Google Scholar 

  • Dirven, H. J., & Berghman, J. (1995). The evolution of income poverty in the Netherlands: Results from the Dutch socio-economic panel survey. Innovation: The European Journal of Social Science Research, 8(1), 75–94.

    Google Scholar 

  • European Anti-Poverty Network. (2014). European Social Situation Observatory (n.d.) [online]. http://www.socialsituation.eu/monitoring-report/poverty/subjective-and-objective-poverty. Accessed 2 April 2013.

  • European Anti-Poverty Network. (n.d). How is poverty measured? The European Anti-Poverty Network. [online]. http://www.eapn.eu/en/what-is-poverty/how-is-poverty-measured. Accessed 10 October 2014.

  • European Commission. (2015). Smarter, greener, more inclusive? Indicators to support the Europe 2020 strategy. Eurostat statistical books. Brussels: European Commission. [online]. http://ec.europa.eu/eurostat/documents/3217494/6655013/KS-EZ-14-001-EN-N.pdf/a5452f6e-8190-4f30-8996-41b1306f7367. Accessed 23 March 2015.

  • Eurostat. (2014). People at risk of poverty or social exclusion. [online]. http://ec.europa.eu/eurostat/statistics-explained/index.php/People_at_risk_of_poverty_or_social_exclusion. Accessed 20 February 2015.

  • Flood, L. (2014). Ålderspension och fattigdom: Dagens och framtidens pension för vissa utsatta grupper. In Jämställdhet i socialförsäkringen? Forskningsrapport till Delegationen för jämställdhet i arbetslivet (pp. 193–233). SOU 2014:74 Stockholm 2014.

  • Fritzell, J., Bäckman, O., & Ritakallio, V.-M. (2011). Income Inequality and Poverty: Do the Nordic countries still constitute a family of their own? Luxembourg: LIS Working Paper Series 563.

  • Fritzell, J., & Ritakallio, V.-M. (2010). Societal shifts and changed patterns of poverty. International Journal of Social Welfare, 19(1), 25–41.

    Article  Google Scholar 

  • GERDA. (2012). The GERDA Botnia Project. [online]. http://web.novia.fi/gerda/ [Accessed 25 February 2012].

  • Gough, O. (2001). The impact of the gender pay gap on post-retirement earnings. Critical Social Policy, 21(3), 311–334.

    Article  Google Scholar 

  • Goul Andersen, J., & Hoff, A. (2001). Democracy and citizenship in Scandinavia. Palgrave: Basingstoke.

    Book  Google Scholar 

  • Government of Sweden. (2013). Ett värdigt liv: äldrepolitisk översikt 20062014, Regeringens skrivelse 2013/14:57. Stockholm: Sveriges Riksdag. [online]. http://www.riksdagen.se/sv/Dokument-Lagar/Forslag/Propositioner-och-skrivelser/Proposition-20131457-Ett-var_H10357/. Accessed 23 September 2014.

  • Gustafsson, B., Johansson, M., & Palmer, E. (2009). The welfare of Sweden’s old-age pensioners in times of bust and boom from 1990. Ageing and Society, 29(4), 539–561.

    Article  Google Scholar 

  • Gustafsson, B. & Pedersen, P. J. (1996). Inledning. In A. Puide (ed.) Den nordiska fattigdomens utveckling och struktur (pp. 13–26). Tema Nord 1996: 583. Köpenhamn: Nordiska ministerrådet.

  • Gustafsson, B., & Uusitalo, H. (1990). The Welfare State and Poverty in Finland and Sweden from the mid-1960s to the mid-1980s. Review of Income and Wealth, 36(3), 249–266.

    Article  Google Scholar 

  • Herberts, K. (2011). Gerda Botnia 2010: Metod and material. Vasa: Åbo Akademi.

    Google Scholar 

  • Hiilamo, H. (2002). The rise and fall of Nordic family policy? Historical development and changes during the 1990s in Sweden and Finland. Stakes research reports 125, Helsinki: Stakes.

  • Immervoll, H. & Richardson, L. (2011). Redistribution policy and inequality reduction in OECD countries: What has changed in two decades? OECD Social, Employment and Migration Working Papers 122. Paris: OECD.

  • Jallinoja, R. (1991). Moderni elämä. Ajankuva ja käytäntö. Helsinki: Suomen Kirjallisuuden Seura.

    Google Scholar 

  • Jäntti, M., & Danziger, S. (2000). Income poverty in advanced countries. Handbook of Income Distribution,. doi:10.1016/S1574-0056(00)80009-3.

    Google Scholar 

  • Jäntti, M., Kangas, O., & Ritakallio, V.-M. (1996). From marginalism to institutionalism: Distributional consequences of the transformation of the finnish pension regime. Review of Income and Wealth, 42(4), 473–491.

    Article  Google Scholar 

  • Julkunen, R. (1994). Suomalainen sukupuolimalli—1960-luku käänteenä. In A. Anttonen, L. Henriksson, & R. Nätkin (Eds.), Naisten hyvinvointivaltio (pp. 179–201). Tampere: Vastapaino.

    Google Scholar 

  • Julkunen, R. (2003). Naiset ja miehet. In T. Helne, R. Julkunen, J. Kajanoja, S. Laitinen-Kuikka, T. Silvasti, & J. Simpura (Eds.), Sosiaalinen politiikka (pp. 363–387). Juva: WSOY.

    Google Scholar 

  • Jungerstam, S. & Wentjärvi, A. (2012). Att åldras som kvinna: Inte en utmaning, utan två—om jämställdhet mellan äldre kvinnor och män. In S. Jungerstam, M. Nygård, B. Olofsson, T. Pellfolk, & M. Sund (Eds.) Äldres värdighet, delaktighet och hälsa (pp. 109–117). Serie R, rapporter 4/2012. Vasa: Yrkeshögskolan Novia.

  • Kabeer, N. (2003). Gender mainstreaming in poverty eradication and the millennium development goals: A handbook for policy-makers and other stakeholders. Ottawa: Commonwealth Secretariat.

    Book  Google Scholar 

  • Kangas, O. & Ritakallio, V.-M. (2008). Köyhyyden mittaustavat, sosiaaliturvan riittävyys ja köyhyyden yleisyys Suomessa. Sosiaali- ja terveysturvan selosteita 61/2008. Helsinki: Kelan tutkimusosasto.

  • Kautto, M. (2001). Diversity among welfare states. Comparative studies on welfare state adjustment in Nordic Countries. Helsinki: Stakes.

    Google Scholar 

  • Kautto, M. (2011). Kasvun kausi: eläkkeensaajat ja eläketurva 2000-luvun ensimmäisellä vuosikymmenellä. In M. Kautto (Ed.), Eläkkeet ja eläkkeensaajien kehitys 2000–2010 (pp. 145–155). Helsinki: Eläketurvakeskus.

    Google Scholar 

  • Kautto, M., Palomäki, L.-M., Rantala, J., & Tuominen, E. (2009). Eläkeläisten tulot ja kokemukset toimeentulosta. Yhteiskuntapolitiikka, 74(3), 290–302.

    Google Scholar 

  • Khandker, S., & Haughton, J. (2009). Handbook on poverty and equality. Washington, DC: World Bank Publications.

    Google Scholar 

  • Lister, R. (2004). Poverty. Cambridge: Polity Press.

  • Middleton, S. (2002). Transition into retirement. In M. Barnes, C. Heady, S. Middleton, J. Millar, F. Papadopoulos, G. Room, & P. Tsakloglou (Eds.), Poverty and social exclusion in Europe (pp. 123–145). Cheltenham: Edward Elgar Publishing.

    Google Scholar 

  • Nordic Council of Ministers. (2010). Nordic Statistical Yearbook 2010. Copenhagen: Nordic Council of Ministers.

    Google Scholar 

  • Nygård, M. (2013). Socialpolitik i Norden. Lund: Studentlitteratur.

    Google Scholar 

  • OECD. (2011). Old-age income poverty. In Pensions at a glance 2011: Retirement-income systems in OECD and G20 countries. OECD Publishing. [online]. doi: 10.1787/pension_glance-2011-28-en. Accessed 15 April 2011.

  • Orloff, A. S. (2009). Gendering the comparative analysis of welfare states: An unfinished Agenda. Sociological Theory, 27(3), 317–343.

    Article  Google Scholar 

  • Palomäki, L.-M. (2011). Eläkeläisten kokemukset toimeentulosta. In M. Kautto (Ed.), Eläkkeet ja eläkkeensaajien kehitys 2000–2010 (pp. 113–126). Helsinki: Eläketurvakeskus.

    Google Scholar 

  • Pearce, D. (1978). The feminization of poverty: Women, work, and welfare. The Urban and Social Change Review, 11(1–2), 28–36.

    Google Scholar 

  • Price, D. & Ginn, J. (2003). Sharing the crust? Gender, partnership status and inequalities in pension accumulation. In S. Arber, K. Davidson, & J. Ginn (Eds.) Gender and ageing. Changing roles and relationships (pp. 127–147). Berkshire: Open University Press.

  • Rantala, J. (2011). Eläkeläisten toimeentulo. In M. Kautto (Ed.) Eläkkeet ja eläkkeensaajien toimeentulo 20002010 (pp. 79–112). Eläketurvakeskuksen raportteja 04/20011. Helsinki: Eläketurvakeskus.

  • Rantala, J. & Suoniemi, I. (2007). Eläkeläisten toimeentulo tulonjaon kokonaisuudessa. Eläketurvakeskuksen tutkimuksia 2007:2. Palkansaajien tutkimuslaitoksen tutkimuksia 105. Helsinki: Eläketurvakeskus.

  • Ravallion, M. (1998). Poverty lines in theory and practice. LSMS Working paper no. 133. Washington, D.C.: The World Bank.

  • Rowntree, S. (1901). Poverty: A study of town life. London: The Policy Press.

    Google Scholar 

  • Saunders, P., Halleröd, P., & Matheson, G. (1994). Making ends meet in Australia and Sweden: A comparative analysis using the subjective poverty line methodology. Acta Sociologica, 37(1), 3–22.

    Article  Google Scholar 

  • Scharf, T., & Keating, N. (2012). Social exclusion in later life: A global challenge. In T. Scharf & N. C. Keating (Eds.), From exclusion to inclusion in older age (pp. 1–16). Bristol: The Policy Press.

    Chapter  Google Scholar 

  • Shaw, L. B., & Lee, S. (2005). Growing old in the US: Gender and income adequacy. Feminist Economics, 11(2), 163–197.

    Article  Google Scholar 

  • Sjögren Lindquist, G. & Wadensjö, E. (2012). Inkomstfördelningen bland pensionärer. Rapport till Finanspolitiska rådet 2012/5.

  • Smeeding, T. M. & Sandström, S. (2005). Poverty and Income Maintenance in Old Age: A Cross-National View of Low Income Older Women. Luxembourg: LIS Working Paper Series 398.

  • Spicker, P., Alvarez Leguizamón, S. & Gordon, D. (2006). (Eds) The International Glossary on Poverty. CROP International Studies in Poverty Research. London: Zed Books.

  • Statens offentliga utredningar. (2003). Äldrepolitik för framtiden: 100 steg till trygghet och utveckling med en åldrande befolkning: slutbetänkande. Statens offentliga utredningar, 2003, 91.

    Google Scholar 

  • Sosiaali- ja terveysministeriö. (2009). Suomen kansallinen toimintasuunnitelma 2009. Euroopan köyhyyden ja sosiaalisen syrjäytymisen torjunnan teemavuosi 2010 kansallinen toimeenpanoryhmä. [online]. http://www.stm.fi/c/document_library/get_file?folderId=336356&name=DLFE-9225.pdf. Accessed 29 June 2012.

  • Statistics Finland. (2008). Inkomstfördelningsstatistik. [online]. ISSN = 1799-1323. inkomstskillnader (internationell jämförelse) 2008. Helsingfors: Statistikcentralen. http://www.stat.fi/til/tjt/2008/01/tjt_2008_01_2010-01-26_tie_001_sv.html. Accessed 17 February 2014.

  • Statistiska centralbyrån. (2012). Inkomstfördelningen 2010. Fortsatt uppåt föf svenska hushåll. Statistiknyhet från SCB, 2012-02-17. [online]. http://www.scb.se/sv_/Hitta-statistik/Statistik-efter-amne/Hushallens-ekonomi/Inkomster-och-inkomstfordelning/Hushallens-ekonomi-HEK/7289/7296/Behallare-for-Press/Inkomstfordelningen-2010/. Accessed 14 March 2014

  • Thelin, A. (2013). Äldrefattigdom. Ekonomisk utsatthet i yngre ålderspensionärers vardag. Växjö: Linnaeus University Press.

    Google Scholar 

  • Tuominen, E., Nyman, H., & Lampi, J. (2011). Eläkkeiden reaalinen kehitys vuosina 2000–2010. In M. Kautto (Ed.), Eläkkeet ja eläkesaajien toimeentulo 2000–2010 (pp. 45–78). Helsinki: Eläketurvakeskus.

    Google Scholar 

  • Walker, A. (1981). Towards a political economy of old age. Ageing and Society, 1(1), 73–94.

    Article  Google Scholar 

  • Walker, A., & Maltby, T. (Eds.). (2014). The political economy of ageing and later life: Critical perspectives. Cheltenham: Edward Elgar.

    Google Scholar 

  • UN Women Watch. (2016). Women and poverty. [online]. http://www.un.org/womenwatch/directory/women_and_poverty_3001.htm. Accessed 28 January 2016.

  • Wilson, G. (2000). Understanding old age. Critical and global perspectives. London: Sage.

    Google Scholar 

  • Zaidi, A. (2010). Poverty risks for older people in EU countries—an update. Policy Brief Series. Vienna: European Centre Vienna.

    Google Scholar 

Download references

Acknowledgments

This work was supported financially by the European Union through its Interreg program Botnia Atlantica, the Regional Council of Ostrobothnia (Finland), the town of Umeå (Sweden), as well as the Gerda project partners Åbo Akademi University (Finland), Novia University of Applied Sciences (Finland) and Umeå University (Sweden). This support is warmly acknowledged.

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to Mikael Nygård.

Rights and permissions

Reprints and permissions

About this article

Check for updates. Verify currency and authenticity via CrossMark

Cite this article

Nygård, M., Härtull, C., Wentjärvi, A. et al. Poverty and Old Age in Scandinavia: A Problem of Gendered Injustice? Evidence from the 2010 GERDA Survey in Finland and Sweden. Soc Indic Res 132, 681–698 (2017). https://doi.org/10.1007/s11205-016-1313-6

Download citation

  • Accepted:

  • Published:

  • Issue Date:

  • DOI: https://doi.org/10.1007/s11205-016-1313-6

Keywords

Navigation