Danish Research Agency The Ageing Society 2030 Report by the Steering Group for the strategic foresight on the ageing society 2030 The Danish Council for Strategic Research
The ageing society 2030 Report by the Steering Group for strategic foresight on the ageing society 2030 The Danish Council for Strategic Research, March 2006 ISBN 87-90201-86-8 (online version) Published by: The Danish Research Agency Artillerivej 88 DK-2300 Copenhagen S Denmark Phone: (+45) 3544 6200 Fax: (+45) 3544 6201 E-mail: forsk@forsk.dk > > The Ageing Society 2030 Report by the Steering Group for the strategic foresight on the ageing society 2030 The Danish Council for Strategic Research 2006 Content Table > 2 Foreword 3 1. Introduction 7 2. The ageing society 9 3. Vision: the age-integrated society 13 4. Healthy ageing 17 4.1 Research topics 25 5. The age-integrated labour market 27 5.1 Research topics 32 6. Cohesion in society 33 6.1 Research topics 41 7. Summary 43 > 3 I may not be as strong as I think, the old man said. But I know many tricks and I have resolution. E. Hemingway, The Old Man and the Sea This is the report by the Steering Group for strategic foresight on the ageing society 2030. The report is a result of a study initiated by the Minister for Science, Technology and Innovation in consultation with the Danish Council for Strategic Research in December 2004. The premise for the study was the anticipated growth in the number of people over the age of 60-65, resulting from the pre- vious trend in the birth rate, the continued relatively low rate of fertility and the anticipated increase in average life expectancy. These factors are inducing the emergence of an ageing society, which presents both challenges and opportunities. The purpose of the Steering Groups project was to establish a basis for implementing research activities that actively address the challenges and opportunities of an ageing society. Such a project naturally consists in making a number of choices for inclusion and exclusion. The Steering Group has opted to start from the premise of a vision of the development of an age-inte- grated society in which individuals roles in society are not determined by their chronological age, but rather by their physical and psychological functional ability. There is thus a consciously selected normative basis underlying the deliberations. In the progression towards the ageing society, the workforce, with its present legislation, regulations, agreements and practice of access to and retirement from the labour market, will become smaller and smaller. At the same time, the increase in average life expectancy will mean that the individual will spend an increasingly greater proportion of his/her adult life outside the labour market. In financial, social and human terms this does not make sense. Societys structures have not kept up with the increase in life expectancy and the improvement of Foreword
> 4 functional abilities. These therefore need to be adapted, so that ageing and society can go hand in hand towards an age-integrated society. As a consequence, research should not focus simply on ageing in the sense of research into the elderly. There should be greater focus on the preconditions for creating an age-integrated society: the determinants for an active and healthy life, functional ability in its broadest sense, the technological opportunities for maintaining functional ability for as long as possible, the organisation of the labour market and of companies, and social cohesion in terms of culture, society, gender and ethnicity and across the generations. For many of these areas, as the report indicates, there will be abundant potential for interaction between research environments, companies, organisations and public-sector stakeholders. This will prepare the ground for multidisciplinary interaction with an international perspective generally and an EU perspective more specifically. Ultimately, one can envisage how Danish society might become an exporter not only of products that assist in maintaining functional ability, but also and far more promisingly a major exporter of a vision of society: the age-integrated society. In this context, Denmark has a solid foundation by virtue of its positions of strength in register-based research, organisation of care for the elderly, the Danish welfare model in general and the Danish labour market model in particular. It is precisely these factors which provide Denmark with a sound position within European and international research. Demographic changes will come to play a major role in the development of society in general and in political decisions in particular. Companies, organisations, politicians etc, will constantly need to focus on the change processes resulting from the shift towards the age-integrated society. Policies on retirement, health, employment, taxation, the family, immigration, research and education must be adapted to the new demographic conditions. The labour market and conditions of > 5 employment must be adapted to match up to these new challenges. Actors on the commodities markets must be aware of the potential there is in an ageing society borne by new generations of elderly and active consumers. Technological innovation must be based extensively on the fact that society is undergoing an ageing process and that technology, which, through dynamic interaction, both influences and is influenced by society, can contribute to the ageing society becoming not a problem but an opportunity to be embraced. Along with this implied emphasis on the demographic change processes, it is also important for the Steering Group to mention that, beyond the thematic and specific proposals for research, there may be good reasons to further strengthen Danish research in demographics in general, including register-based research, and to ensure the emergence of a general public appreciation that society is progressing towards a different structure. It is important to build up a body of knowledge for the decisions that will lead Denmark in the direction of the age-integrated society, but it is equally essential that the actors and the populace understands that we are heading towards a different society. This is not a consequence of the problems of financing the welfare society. It is a consequence of the increase in life expectancy and the improvement in functional abilities. Only if we all understand where we are headed will it be possible for politicians and the heads of companies and organisations to make the decisions that will gradually eliminate the significance of chronological age and replace it with a whole-life perspective which anticipates the age-integrated society. This calls for dialogue between the general public and the decision-makers. Jrn Henrik Petersen Professor, dr. phil. & lic. oecon. Centre for Welfare State Research/Department of Political Science and Public Management, University of Southern Denmark, Steering Group Chairman > 6 > 7 Ageing populations will be a challenge for all the OECD countries in the coming years. Those countries and businesses that are best able to tackle these challenges stand to achieve social, economic and skills-related advantages. The issue thus has a wide popular and political interest, since it encompasses a number of critical social dilemmas which call for solutions and offer opportunities. The Minister for Science, Technology and Innovation, in consultation with the Danish Council for Strategic Research, has implemented a strategic foresight project focusing on the challenges, opportunities and threats in the ageing society of the future. The Strategic Foresight on the ageing society 2030 is one in a series of foresight projects initiated by the Minister for Science, Technology and Innovation. The projects are being carried out under the joint rubric of Technological Foresight. This foresight is also a pilot project for the Danish Council for Strategic Research in its future work on strategic early warning. As a systematic attempt to look into the future, a foresight consists of dialogues on and analyses of development prospects in terms of science, technology, economy and society. A foresight can: Propose for debate a number of different futures Provide a basis for targeting new areas Provide a basis for prioritising resources today in order to realise the future we want tomorrow Increase the interaction between research, businesses, organisations and public authorities. To manage the Strategic Foresight on the ageing society 2030, the Danish Council for Strategic Research appointed a steering group comprising individuals with specialised skills, who, from a variety of professional viewpoints, have contributed insight and knowledge on the challenges, opportunities and threats in the ageing society of the future. 1. Introduction
> 8 The Steering Groups members: Professor Jrn Henrik Petersen, dr. phil., lic. oecon., University of Southern Denmark, Chairman Associate Professor Kirsten Avlund, dr. med., PhD, University of Copenhagen Karen Munk, PhD, University of Aarhus, coordinator Professor Birgit Jger, PhD, Roskilde University Henning Kirk, dr. med., author Head of Division, Associate Professor Bernard Jeune, M.D., University of Southern Denmark Villy J. Rasmussen, management consultant, external lecturer Professor Brian Clark, PhD, DSc., University of Aarhus The point of departure for the Steering Groups work was prima- rily a series of background reports prepared by the groups indivi- dual members on the basis of their specialist backgrounds, and the Danish and international literature. With these and a vision of the development of an age-integrated society as the basis, the guiding principle for the choice of strategically informed research themes and topics was whether they could contribute to the reali- sation of the vision. New Insight A/S and The Danish Research Agency provided con- sultancy and secretarial support to the Steering Group. > 9 The concept of the ageing society reflects: A trend in society of longer life expectancy and a birth-rate falling or remaining low, leading to a change in the composition of the population, with an increasing number of older persons relative to both the number of children and young people and the number of people of working age. As the figure above shows, in the period up to 2030, the trend in Danish age distribution will result in an expected fall of approx. 119,000 young people under 20 years of age and a fall in the number of people of working age in the age-group 20-65 of approx. 189,000, while the number of older persons, over 65 years of age, increases by some 353,000. 2. The Ageing Society 1 1 This section is based on the following reports: Petersen, Jrn Henrik: 3. Det demografiske grundlag bag det aldrende samfund [The demo- graphic basis of the ageing society]; Jeune, Bernard/Kirk, Henning: 1. Det aldrende samfund [The ageing society]. Source: Own calculations based on the Danish Welfare Commissions population projection Age distribution in Denmark in 2000 and 2030 Age 20 Age 65 > 10 This change in the populations age distribution will lead to a considerable reduction in the workforce. In addition to that, the dependency ratio is increasing appreciably. Whereas today there are 3.6 people in the working-age range of 20 to 64 to finance provision for each person under 20 or over 65 years of age, in the year 2030, there will be only 2.5 people. This consequence follows, even though fertility in Denmark is relatively high compared with other countries. As shown in the above figure, the Danish Welfare Commission anticipates a reduction in the workforce of approx. 350,000 people up to 2040. The dependency ratio grows, as the figure on page 11 shows, by around 30 per cent in the same period, after which it falls before rising again. This is a striking intimation that, on a cautious assumption, Danish society is heading towards a status as an ageing society. This progression reflects the trend in the number of births in the 20th century, a falling birth rate and increased average life expectancy. The average life expectancy is expected to continue rising, and, on not unrealistic assumptions, the dependency ratio might conceivably grow more than projected by the Welfare Commission. Trends in the Danish workforce, 1960-2040 Source: Danish Welfare Commission: Future Welfare Our choices, December 2005 projected workforce workforce > 11 Even small shifts in average life expectancy will have significant consequences for the populations future size, the dependency ratio size and hence public expenditure. The ageing process does not stop in 2030. Analyses of the long- term trend (1901-2081) show that, except for the increase in the birth rate which followed in the wake of the world wars, in the 20 th century there was no particular increase in the birth rate, while the number of people over 65, for their part, roughly quadrupled. This number is expected to peak around 2040, when there will be approx. 400,000 more older persons than now, while the number of children will be lower. At the same time, there is considerable growth in the number of people over 80 years of age. The long-term picture is of a society with a permanently higher proportion of the population in the older age groups. Looking at the ageing society simply on the basis of the shifts linked to chronological age, the trend based on existing traditions, norms and images of ageing gives rise to many concerns about a shortage of labour, a growing dependency burden, increased social and health costs, etc. The demographic dependency ratio according to the Danish Welfare Commissions population projection Dependency ratio Dependency ratio > 12 In this progression towards the age-integrated society, a change in perspective will be essential, so that age shifts are seen more as challenges and opportunities. It is precisely this that the Steering Group has chosen to summarise in its vision of the age-integra- ted society. > 13 It is a mistake to consider the ageing of society as an intrinsic problem. On the contrary, the increasing average life expectancy is a triumph of civilisation that is to be welcomed. Even if societys ageing, seen in isolation, is not a problem, this poses a new and considerable challenge for modern society. A consistent point in the foresight project has been that society has increasingly been structured around chronological age and that this social construction limits the positive opportunities offered by an ageing society. The Steering Groups vision is therefore that Danish society should progress towards an age-integrated society, the organisation of which in 2030 will be founded on functional abilities and not on chronological age. In that age-integrated society, age barriers are removed and in all social structures - education, work, leisure, families, etc. - there are opportunities for all, regardless of chronological age. Children, young people, adults, older persons and the elderly are all integrated members of society with roles determined by their respective functional abilities. The Steering Group would, however, also like to emphasise strongly that the age barriers in terms of children and young people are to no small degree in the nature of protective measures. The task is primarily to eliminate age barriers in adult life. Even though the concept of the age-integrated society, as described in one of the background reports, is rooted in international literature, in the Steering Groups opinion, the concept itself merits a research initiative. 3. Vision: the age-integrated society 2 2 This section is based on the following reports: Jeune, Bernard/ Kirk, Henning: 1. Det aldrende samfund [The ageing society]; Petersen, Jrn Henrik: 2. Det alderskonstruerede vs. det aldersintegrerede samfund - en vision [The age-constructed versus the age-integrated society - a vision]. > 14 The concept of the age-integrated society The object is to identify the essential elements of the age-integrated society and to shed light on some of the issues that arise when the concepts of ageing and society are linked: More precise identification of the concept of the age-integrated society and its characteristics. Studies of the transition period from a society which is structured around chronological age, to a society which rests on the whole-life perspective of the age-integrated society. The significance of the altered family structure (the vertical family) for the functioning of the ageing society. The images of older persons, stereotypes, values, attitudes and creation of norms in and around the ageing society. General surveys of the good life in late life, including expectations instilled in younger generations. The significance of ageing for revitalising civil society, including the role of older persons as care-providers. Factors determining roles when age criteria are no longer decisive. The transition to an age-integrated society is not without its problems. For example, the democratic balance shifts to the benefit of the older segment of the population, which may sow the seeds of intergenerational tension. Similarly, the populations social groupings in terms of gender and ethnic origin will offer a different basis for exploiting the opportunities of the age-integrated society. This is of crucial significance to ensure cohesion in the ageing society, and a number of preconditions are therefore linked to the aspiration to realise the vision of an age-integrated society in 2030. The Steering Group focused in particular on three main areas, each of which call for an interdisciplinary research effort characterised by the interaction between research and practice, 15 comprising both private and public-sector actors at a centralised and decentralised level. These three main areas are: Healthy ageing with good functional ability and better utilisation of new technological facilities The objective is to ensure that everyone has the opportunity to age healthily. This assumes that the risk of loss of functionality is proactively limited as much as possible, and that the facilities for compensating the individual for loss of functionality are used in such a way that his or her personal integrity and autonomy are guaranteed. This topic is discussed in section 4. An age-integrated labour market with better opportunities for late careers, life-long learning and flexible continuance in employment The objective is to counteract the negative effects of ageing on the development of the workforce and to counteract exclusion from active participation in society by creating opportunities for all to achieve flexible continuance on the labour market. This topic is discussed in section 5. Promoting social cohesion across generations, genders and ethnicity The objective is to counteract the negative effects of social, gender-related and ethnically determined differences in the ageing process at the individual level and ensure that the values and norms behind the unwritten social contract between the generations are adhered to, so that the potential risk of intergenerational tension is reduced. This topic is discussed in section 6. > 16 > 17 Healthy ageing - with good functional ability and better utilisation of new technological facilities The realisation of the age-integrated society is contingent on the creation of conditions for healthy ageing, i.e. that the number of good years of life is increased and the number of poor years of life is reduced, regardless of how much average life expectancy rises in future. It is essential to start from the basis that increased life expectancy appears to be followed by more good years of life without loss of functional ability. The number of years of life with long-term illness will, however, also be increased, because more people will survive chronic illnesses. It must be expected that, in future, they will receive even better treatment, and there- fore, to a greater extent than now, will be able to retain their functionality ability. A growing proportion of the coming older generations will be better educated, enjoy better living conditions and a better lifestyle than preceding older generations. They will have been children in the post-war period, when children were vaccinated and infectious illnesses could be treated using antibiotics. They will have been adults in recent decades, when mortality from cardiovascular diseases halved because of better prevention and treatment. They will have been in work in a period when the working environment was appreciably improved. They will therefore be generations who have not had their immune system 4. Healthy ageing 3 3 This section is based on the following reports: Avlund, Kirsten/ Jeune, Bernard/ Kirk, Henning: 4. Sundhed og funktionsevne i det aldrende samfund r 2030 [Health and functional ability in the ageing society in the year 2030]; Clark, Brian: 6. Biologisk aldring [Biological ageing]; Jger, Birgit: 5. Teknologisk uafhngighed i det aldrende samfund 2030 [Technological independence in the ageing society 2030]; Munk, Karen: 8. Alder, aldring og psykisk funktionsevne og udvikling [Age, ageing and mental functional ability and development]. > 18 run down following serious infections, who have less arteriosclerosis and who are less physically run down than preceding generations. Not least, the higher level of education of the coming older generations will mean a higher level of cognitive function and therefore the potential for better psychological ageing. In addition to this is the fact that there is a close connection between healthy physical and psychological ageing, in that both better physical function and a better lifestyle have a positive influence on cognitive function. It may therefore be expected that the levels of both physical and cognitive function in future older generations will be higher in 2030 than now. This presumes, however, that chronic illnesses, including dementia and depression, will be better treated or can even be prevented or deferred until later in life. The preconditions for healthy ageing, both physical and mental, begin at birth and are created throughout the course of life. Good conditions in childhood and early establishment of a healthy lifestyle, a good education and a sound working environment, maintaining a healthy lifestyle in adult life and the prevention of risk throughout life are factors which are all critical for healthy ageing. There are therefore grounds for concern over a number of recent trends which have a negative influence on these preconditions. This applies to the continued maintenance of the social legacy and social inequality, in terms of childhood, education, lifestyle, working environment and health in adult life, which in some areas is actually deteriorating. In spite of a falling proportion of smokers, the proportion of heavy smokers is rising. In spite of a rising proportion of people following the recommendations for physical activity, inactivity is rising among those who are already physically inactive. In spite of a generally falling energy intake and less fat intake, the intake of carbohydrates is rising, > 19 especially through a greater intake of sugary drinks. In spite of a tendency to slimmer bodies in sections of the population, the proportion of the overweight and obese is increasing cause for concern. In spite of an overall decline in the annual number of hours worked, the proportion of people who are stressed at work is rising. Combined and severally, these factors may contribute to an increasing incidence of chronic illness, in spite of all the generally positive tendencies which should otherwise have the contrary outcome. If these health-related consequences are to be avoided, dedicated preventive efforts will be required in all the areas mentioned. In spite of better conditions, the coming older generations will not be a homogenous group of healthy older persons. Despite more healthy older persons in future, there will also be many with chronic illnesses and impaired functional abilities, some of whom will make use of integrated home and institutional care. There can be no doubt that older persons in poor health will receive better medical treatment in the future and will therefore live longer with their illness. But one of the major questions for the ageing society in the year 2030 is whether, through preventive measures, it will also be possible to postpone chronic illnesses to a later age. New challenges for research It is a challenge for future research to produce new knowledge that may be applied in new measures to promote healthy ageing, i.e. to ensure good years of life for as long as possible. This presumes that sickness and loss of functional ability can be postponed until the last phase of life. This can only occur if there is progress across the board, i.e. in prevention, in the development of new types of treatment and in rehabilitation measures. It should be emphasised that new technological solutions in the age-integrated society need to be designed in > 20 such a way that good years of life are increased while yet preserving personal integrity and self-determination. Prevention and rehabilitation It is essential to understand the diverse and divergent factors that affect healthy ageing. The current trend in the increase in average life expectancy is not due to the sudden introduction of radical technological solutions, but to a combination of a series of constant small improvements in living conditions, and health promotion, prevention, treatment and care. Several factors contribute to preventing illness and the loss of functional ability. These include smoking cessation, physical activity, healthy eating habits, stress reduction, better illness behaviour, early diagnosis, better treatment and rehabilitation regardless of age, replacement of age criteria with functional criteria, patient education, positive images of older persons, and the support of social networks. Proper patient care processes involving self-monitoring and self-treatment will also contribute to the prevention of the loss of functional ability from a range of chronic illnesses. The development of new rehabilitation measures for the most widespread and serious geriatric diseases and the development of new types of integrated home and institutional care will be the primary tasks for the future enlarged municipalities. Potential new forms of medical treatment Beyond a targeted preventive effort, the realisation of healthy ageing is contingent on the development of new treatments based on advanced scientific research. It is important to arrive at a better scientific understanding of the fundamental mechanisms of biological ageing, of the determinants for a long, active life and of the risk factors that determine the onset and severity of chronic illnesses. > 21 A primary task for future diagnosis and treatment will be to identify the early signs of chronic illness and loss of functional ability. New instruments for early diagnosis will constantly be developed, involving a number of biomarkers in new population screenings. New preventive treatment regimes, employing both new medicines and changes in behaviour during illness, will be increasingly prevalent. Knowledge of the individual patients genetic profile will be incorporated into future individualised drug treatments. Telemedical monitoring devices will be used in more and more areas. Functional criteria will increasingly replace age criteria when deciding on treatment, even in very advanced age. At the same time, there is much discussion as to whether some of the most important illnesses might be more or less eradicated over the next 25 years. There is also discussion as to whether there will be a radical breakthrough in the development of gene therapy and regenerative medicine, based on the results of stem cell research. In many technology foresights, it is anticipated that gene therapy and regenerative medicine will be used in an increasing number of diseases before 2030, but there is no certainty as to which areas this is likely to happen in. The development of new forms of treatment is complex and requires a convergence in knowledge and technology between biotechnology, IT and nanotechnology. The admission of gene therapy and regenerative medicine into the treatment of widespread chronic disease by the year 2030 will require a genuine paradigm shift. New forms of treatment, deriving from advances in biotechnology, IT and nanotechnology, may potentially be able to replace expensive conventional treatments, and significantly reduce the side effects of drugs in a range of serious diseases. But there are also new risks associated with the use of these technologies. The health risks associated with nanotechnology are as yet undetermined. There are certain reservations over the > 22 widespread genetic profiling of large population groups. This is therefore a complex challenge that will be taken up worldwide in the future. It will be in the Danish interest to possess scientific environments in the elite class in a range of selected areas The health system and IT The development of the Danish health system will be increasingly based on the use of IT. It may be expected that there will be a fusion of IT with biotechnology, which will, to a large extent, make substantial sections of the health service partially independent of time and place, and which may also improve communication and coordination between the different functions in the health sector. This will, furthermore, allow for increased responsibility for ones own health, self-monitoring and self-treatment to a much higher degree than is currently the case. This active involvement of the population, regardless of age and functional ability, is expected to become an integrated part of the health system of the future. The relationship between the patient and the health service will be significantly altered, so that hospitals are likely to be used most for cases where there is a need for especially complicated diagnosis and treatment. All other contacts with the health service will consist of a combination of contacts with general practice, mobile hospitals, and telemedical monitoring, rehabilitation contacts with local health centres, and virtual consultations with different sections of the health service combined with self-monitoring and dialogue via groups of patients and their relatives on the web. Everyday technology It is a key for the vision of the age-integrated society that if and when citizens experience either a major or a minor loss of > 23 functional ability, they remain self-reliant and not dependent on assistance, so that they can remain in their own homes for as long as possible. This imposes demands on the design and technical solutions of everyday technology, aids and appliances, and the layout of homes. In these areas, developments within IT, communications technology and biotechnology will be critical for the development of the age-integrated society, but they will also create new problems. These technological developments will turn up in everyday technology right from IT everywhere through to flexible housing and new types of products and service provision. It will be possible to monitor automatically and constantly a wide range of indicators of significance for an individuals well-being and hence rapidly intercept acute problems that require rapid intervention. This new everyday technology will be capable of being used to adjust the individuals lifestyle in a healthy direction much more precisely than today - both by offering the person ongoing advice about food, exercise and relaxing, and by dosing drug treatment, so that it matches the individual profile. Self-monitoring, self-treatment and self-care will not take place within a social vacuum. Today there are already many new types of social networks, organisations and self-help groups which have sprung up on the Internet. This gives citizens opportunities for engaging in a new interaction that will underpin their interest in taking on greater responsibility for their own health. The development of everyday technology in the home will also provide opportunities for better communication and coordination with nursing care. But this development will also put increasing demands on developing the citizens competencies, so that they can master use of the new technology; cf. above on patient education. > 24 Design of housing and clothing When they get older, most people would like to live their lives as they are used to, even in the case of lost functional ability. They therefore want to remain living in their familiar home and to have the option of fitting it out with the necessary extra equipment so as to be able to manage at home. In the future, therefore, there will be increasing demand for flexible housing. The trends in new building are already moving in the direction of intelligent housing, more space per occupant and modifications adapted to an ageing population, e.g. toilets, washbasins, bath and kitchen designed for mobility impaired people. This trend will continue to be an important feature in the age-integrated society. Attractive and functional clothing designed with particular regard for older persons with chronic disease may increase well-being and self-esteem. Intelligent textiles and smart clothing, featuring new properties (e.g. soiling and odour repellent) and incorporating IT and communications solutions directly in the garment, already now form the basis for the development of new fashions. Even though some companies in Denmark are already leaders in this area, an argument can be made for a special research effort in this traditional Danish business area, so that the new opportunities may be exploited even further. There are similar trends emerging in areas such as food, education, leisure, culture, transport, financial services, personal wellness services, home care, professional social organisations, which have potential for the evolution of new products and services that can capitalise on the opportunities in the ageing society. The exploitation by Danish companies of these future market potentials is contingent on targeted research. > 25 Dilemmas and ethical problems In step with technological advances within both the health sector and everyday technology, there will be a need for keener ethical monitoring. The need to balance expectations and risks, before making decisions about major research programmes, will grow. There are therefore grounds for anticipating that the system of scientific ethics committees and similar bodies consisting of a broad selection of bioethicists and laypersons will acquire greater significance. They should be able to address issues such as: The collection and use of sensitive genetic data based on the analysis of individuals. Criteria for what the concepts of good years of life and quality of life embody. The potential challenge in the use of technology to personal integrity. The consequences of medical ageism involving negligence in instituting health-related measures in cases where the symptoms of disease are perceived as old-age phenomena. The consequences of biomedicalisation involving pathologisation and the treatment of signs of ageing which are not symptoms of disease. The dilemmas of a long life and the options for rejecting life-prolonging treatment on an informed basis. 4.1 Research topics There are many different challenges to meet if the vision of healthy ageing in an age-integrated society is to be realised. This presumes first and foremost more knowledge of the fundamental biological and psychological ageing mechanisms, knowledge of the determinants for the population's health behaviour and for an > 26 active and long life, and knowledge of the interaction between technology and the health system. The Steering Group finds the following research topics to be of strategic significance: The determinants for an active and healthy life, i.e. for good extra years of life without loss of functional ability and without long-term illness. Identification of critical phases of life, stressful events and risk factors, which in a whole-life perspective are of significance for the development of chronic illness and early loss of functional ability. Health behaviour, lifestyle, social networks and other preventive initiatives as determinants for the age-related onset and severity of diseases, and for cognitive function over the course of life. The development of early functional markers for biological and psychological ageing and for surviving without loss of functional ability. Biological and clinical research of age-related functions and diseases as a basis for new forms of treatment. Individual and institutional causes and ethical implications of medical ageism and biomedicalisation. Inequality and polarisation in health behaviour, health, functional ability and life expectancy determined by social, gender-related and ethnic factors. Continuous intervention studies of practice for improving rehabilitation and integrated home and institutional care. Maintenance and development of technological competence over the entire course of life. Opportunities and consequences of technology-based health measures (pervasive health care), including the commercial opportunities for Danish companies. The opportunities and consequences of the extended use of IT and robotics in the health service and everyday life. > 27 5. The age-integrated labour market 4 An age-integrated labour market with better opportunities for late careers, life-long learning and flexible continuance in employment The age-integrated society depends on everyone having the possibility to remain in work, regardless of age, their functional ability permitting. There are however a number of institutional and social conditions that make this difficult because they do not take account of our greater longevity. The future labour market Ageing has a huge impact on the labour market. First and foremost, the workforce is becoming smaller and older on average. At the same time, the number of people outside the workforce will rise. It will therefore be necessary to make use of all existing labour force resources. Companies and public service production need qualified labour and the financing of the welfare society depends on having many people in employment. Furthermore, for many, old and young alike, there is a strong individual desire to be able to remain in work with more flexible opportunities for opting in and out depending on their life situation at the time. Ageing also has an effect on the composition of the workforce in terms of formal education, non-formal skills and ethnicity. These consequences are often overlooked but they are of great significance for the labour market in the ageing society. This development will be marked by a general rise in the workforces formal level of education in step with the departure 4 This section is based on the following reports: Petersen, Jrn Henrik: 10. Pensionsalderens historik og dens betydning for tilbagetrkningen [History of the pensionable age and its significance for retirement]; Rasmussen, Villy J.: 7. Seniorpolitik og de ldres arbejdsressourcer [Seniors policy and the occupational resources of older persons]. > 28 of the older workforce with less comprehensive formal education and the arrival of young persons with better educational qualifications. Nonetheless, there are already a number of extrapolations and expectations of future mismatch problems, and a further intensifying of competition for qualified labour is anticipated, not least between the public and private sectors. It is necessary for society to be able to make flexible use of all labour resources. There are therefore good grounds for a scientific investigation into what it is that will enable older persons in the future to remain, and to want to remain, longer on the labour market. Motives for continuing on or retiring from the labour market Existing research shows that there are many different factors which determine whether older persons want to stay on or retire from the labour market. These motives broadly fall into four cate- gories: 1 Individually determined (e.g. gender, health, education). 2 Financially determined (e.g. retirement schemes and income). 3 Connection to the labour market (e.g. type of position, seniority). 4 Job-related conditions (e.g. company culture, flexible working hours). Existing research has focused only to a lesser extent on the job- related conditions. However, individual surveys indicate that favourable employment conditions delay the age of retirement. There are therefore grounds for a greater interest in research in job-related conditions. Seniors skills It is important for older persons to maintain the relevant skills. It is accordingly a problem for the development of their skills in > 29 an ageing society that training and professional development are gradually downgraded with age. Older employees generally manifest an interest in continued professional and personal development. The reality is, however, that the scope of further education declines with age, although less so for the most highly educated. There is thus a tendency towards polarisation in this area, both between the young and the old and amongst older persons themselves. It is essentially to counter this tendency that the intentions behind lifelong learning are given a concrete application-oriented content. In analyses of the difference between older and younger employees, the older persons are assessed as being stronger in terms of sense of responsibility, faith in intuition, stress-resistance, stability and experience, but are in a slightly weaker position with regard to innovation and adaptability outside their field of knowledge and expertise. It is worth emphasising that a regular change of job and ongoing qualification serves to encourage open-mindedness, innovativity and adaptability, while avoiding the routine trap. It is also key to view seniors skills as relevant to future demand for qualified labour, especially for the solution of especially complex tasks. Many seniors have the ability and the mental energy for thinking long-term, which is why they are particularly suited and motivated to act as mentors for junior employees. Seniors have an understanding that there are many considerations, perspectives and interests involved in the workplace (diversity) and, through greater independence from social norms, they are often more creative and better problem-solvers than juniors. Furthermore, seniors have built up a great store of patterns of insight and experience as well as an ability to recognise patterns in new knowledge and combine them with what they have already assimilated. Within their fields of knowledge and skills, seniors are very effective problem-solvers and fully capable of adapting to new tasks. > 30 The staff policy of the future Changes in pension terms and incentives through public retirement schemes are a necessary, but not a sufficient, condition for persuading more older persons to remain longer on the labour market. In parallel with the changes in public-sector schemes with consequences for retirement patterns, a strategic seniors policy for companies should be developed, with a focus on job-related factors which motivate older persons to remain in work, either as wage-earners or self-employed. The management of seniors should be a central factor in future staff policy. Efforts by management to utilise and retain older persons and to develop seniors competencies and processes in order to facilitate a flexible late-life career for all types of employees represent a neglected area of research. But it is an important field to shed light on, if the intentions concerning an age-integrated labour market are to be realised. To improve older persons qualifications for remaining in work, it is imperative to prevent and reduce familiar and future working environment problems. The Steering Group is aware that the Danish National Institute of Occupational Health has initiated a project on future working environment problems, but in the Steering Groups assessment, measures relating to the future working environment based on a vision of an age-integrated society require further studies. Prejudices and stereotyping as an aspect of staff policy concerning age and skills must be eliminated. A progressive and development-oriented staff policy, based on changing roles and individuality, is only slowly gaining a foothold on the labour market. A development from a perspective in which a new division of labour between old and young employees is established requires that the stigmatisation of age is replaced by a new emphasis on the skills possessed by seniors. Our knowledge of how prejudices and stereotypes concerning age can be removed is extremely limited. > 31 Other requirements from the labour market In relation to the vision of an age-integrated society, there are a number of institutional issues that are key. The whole-life perspective, together with the labour markets tradition for flexibility and security, will be decisive for the organisation of working life. One can imagine a working life comprising several job phases, several periods of education, breaks for raising children and phases of part-time work. Combined, these will increase the opportunities for the individual to be in a position to continue in working life. It will be the task of the educational institutions, organisations and, not least, the public sector to provide the necessary framework. It will be decisive for stability in the labour market and in society to embrace inclusiveness for all, regardless of formal educational qualifications, gender and ethnic background. Not taking account of the risk of polarisation may reinforce inequality and thus threaten the cohesion of the ageing society. There is a strong need for deliberation on how education should be incorporated as a social institution into the ageing society, and, in this context, it is not just activities within the formal education system that are under consideration. It concerns, in the broadest sense, knowledge as an integrated component of the dynamics of ageing, and knowledge understood as theoretical insight, practical and productive skills (tacit, implicit, somatic knowledge), and ethical wisdom, when knowledge is applied in concrete situations. > 32 5.1 Research topics If the vision of an age-integrated society is to be realised, it is contingent on changes in the functioning of the labour market. The Steering Group finds the following research topics to be of strategic significance: The significance of formal age limits for early retirement from or flexible continuance on the labour market. The creation of norms for retirement from and flexible continuance on the labour market, including older persons attitude to life-long learning. The wage structures significance for realising the opportunities for flexible continuance on the labour market. Age-specific work skills, including seniors skills. Making the value of employees to companies visible. Initiatives for promoting flexibility and adaptability linked to the ageing society. Special seniors duties seen in the light of the development potential of mature life. The relationship between running down and preceding working environment. Analyses of late-life career patterns among wage-earners or the self-employed. > 33 Cohesion in society - across generations, genders and ethnicity Cohesion in society - across generations, genders and ethnicity The vision of an age-integrated society faces a major challenge in terms of encouraging social cohesion across generations, genders and ethnicity in step with the ageing of society. Ageing creates risks of a wide range of potential tensions primarily between the generations. These tensions will manifest themselves not least in the political process. It is natural to assume that the ageing of the population and the concomitant ageing of the electorate will make its mark on the political processes which are critical to the future development of the welfare state. Increased ratio of the elderly and economic sustainability A growth in the dependency/elderly ratio as a step in the societal ageing process entails one of three things: A rising tax rate. A falling compensation factor. A combination of rising tax rate and falling compensation factor. But a fourth strategy may also be invoked, which aims at growth in employment, as underlined by the Danish Welfare Commission, among others. 6. Cohesion in society i samfundet 5 5 This section is based on the following report: Petersen, Jrn Henrik: 9. Aldring og politisk beslutningsproces [The elderly and the political decision-making process]. > 34 It is this context that underlies the debate on ageings societal consequences. Rising tax is a reflection of the costs of an ageing population being imposed on the children and grandchildren of the elderly. Falling compensation burdens the elderly themselves, while the combination shares the costs, as it were. In all events, the problem of distribution between the generations is both a current and a future one. When there are more to provide for and fewer to provide, the issue of financing must arise as a problem. For this reason, questions concerning especially pensions, work and retirement, health and care have come into focus in the political debate. This is reflected in the countless reports and political discussions from the UN, OECD, EU and international think-tanks worldwide. Discussions in recent years have focused primarily on fiscal sustainability in general and the sustainability of the existing system of provision in particular as a result of increased dependency/elderly ratios. In both cases, the question revolves around the extent to which the familiar tax structure can, in the future, ensure coverage of the costs that need to be defrayed when the composition of the population changes. Here in Denmark, the most recent contribution to this debate has come from the Welfare Commission. The argumentation and debate ensuing from that will not be reiterated here. Political sustainability It is a generally accepted fact in the welfare state literature that both politics and the politically created institutions play an independent role. Beyond economic sustainability, one may therefore talk about political sustainability, which relates to the question as to whether in future there will be a political majority in support of a given spending or pensions structure. > 35 An ageing electorate will increase the political influence of those in particular who benefit from the pensions system. The tendency will thus be for the ageing process to increase the tax/ contribution rate because politicians will be increasingly dependent on older voters, who will back the pensions policy. In parallel with its contribution to levelling out the individuals variations in income over the course of life and to the redistribution between the well-off and less well-off, the pensions system also affects individuals savings, job choice and retire- ment decisions. In this context, it is important to stress that growth in the tax/contribution rate will be able to be greatly redu- ced if rises in actual ages of retirement can be achieved. In concrete terms, this means that the considerations discussed in the section on the labour market and on flexible continuance in employment will, for many older persons, become a critical political issue in the future. Many of the current discussions about the pensions systems, retirement from working life and health and care systems gloss over the fact that, at their deepest level, they are about the relationship between the young elderly, their children and their grandchildren. The existing structure of the Danish pensions system has consequences for the relationship between generations in the future. Denmark has a three-pillared pensions system: The state pension, covering all citizens, and which includes significant redistributive elements. ATP, based on previous savings, and - as a supplementary and important provision - the individualised savings-based labour market pensions, and last the special pension (currently suspended). Privately organised savings schemes with old age in mind. > 36 This pillar structure can lead to tension between the collective and the individual. To the same extent that labour-market pensions appear attractive to large sections of the populations, scepticism may develop over the here-and-now financing of the state pension. In financial terms there will be a tendency for the system - not least for the young - to appear less attractive, without this necessarily having any political consequences. It may, however, give rise to tensions between the generations. From the perspective of 2030, there are therefore grounds for maintaining awareness of how this structural tension may manifest itself in a change in voting behaviour. The unwritten contract between the generations Ageing has unavoidable consequences for the unwritten contract between the generations. This will be influenced by the ageing of the electorate and by a number of distribution policy tensions between the generations. From the perspective of 2030, there is good reason to believe that future political behaviour will be marked by changes in the values and resources of an electorate characterised by different generational interests. The generations are certainly linked together, partly through blood ties, which presumably carries a certain responsibility in terms of the unwritten contract, and partly through the role reversal which occurs over the course of life. Today it is you who is affected, tomorrow me. On the other hand, this extended, vertical family structure may perhaps weaken this perceived responsibility. And it is likely that, in the wake of the individualisation process now in progress, the individual will feel personally less responsible. The welfare state dynamic is pulling in the direction of a system-invested responsibility. The contracts political durability is self-evident if the generations reproduce themselves over time, so that there is always a > 37 numerically equivalent (or greater) generation to take its turn in honouring the contract. But the contracts friction-free progress may be threatened when demographic conditions mean that the equilibrium between the generations is shattered, as will be the case in the coming 25 years as a result of the previous decline in the fertility rate and increase in average life expectancy. It is important to ensure a balance between the areas paid for by the public purse. If the balance tips too much to the advantage of the elderly, tensions may arise. An equilibrium has to be ensured between the level of service and the level of costs aimed at the different service areas (the generations differ in the service areas, e.g. school versus nursing care). On the whole, with this demographic change in mind, it will be important to direct long-range focus at the choice between cash benefit and service provision. In the party-political youth organisations, there is a tendency to gradually call into question the existing political and economic generational contract. However, this has not yet made significant inroads in the political conduct of young and young adult voters. One can conversely see a tendency among the established parties in Western Europe for an increasing aversion to altering too radically the welfare provision where this is particularly to the benefit of the elderly, e.g. early retirement pensions. This may increase the risk of future intergenerational tensions. Wide support for fundamental values Historically, support for fundamental values in Denmark in terms of the elderly, health and retirement is however very stable across ages, genders and social groups. Surveys of the support for democracy and attitudes to the welfare state from the Danish Democracy and Power Study, World Value Survey and the EU, among others, show that Denmark has a well-functioning democracy and that social capital (an indicator > 38 of the social cohesion in society), in spite of quite considerable changes in social structures over the last 30 years, has been and remains relatively robust. In contrast to the trend in, for example, the UK and the USA, where a worrying attrition of the social capital has been observed, the same appears not yet to be the case in Denmark. As measured in a large number of questionnaire-based surveys over many years, there is quite considerable stability in the populations fundamental preferences when it comes to support for solidarity in society, as is generally manifest in the welfare states distribution policy. All adult generations see solidarity with older persons as a moral obligation, perhaps because old age is a fate that awaits us all. All in all there is thus a historic basis for an assessment of the significance of ageing for future voter behaviour, which points in the direction of quite substantial stability. This however is not to say that this may not change. There may, for example, be changes in value orientation from a generational perspective. Concerted grey politics backed by lobby interests may emerge to influence future legislation, while new gender- specific political interests may weaken the basis for the almost automatic support for the welfare societys collective obligations. Value orientation from a generational perspective We currently know but little about the development of the populations value orientation from a generational perspective. Will the values that a generation had in its youth also characterise it later in life, or will there be changes? This is a classic sociological question, about which disagreement persists. There is much to suggest that it is the prevailing values of a given historical period, combined with key events in the individuals life, which, together with ageing and generational affinity, establish the basis for the choice of lifestyle and way of life, and > 39 through that determine behaviour. Added to this are the observations of innumerable studies of the significance of social group affinities and, of course, gender and ethnic differences. A change in value orientation may influence voter behaviour. There are thus good arguments for creating a better body of knowledge about the development of the populations value orientation from a generational perspective. Grey politics and lobbyism Even though the Danish Democracy and Power study and other like it surveyed the power and influence on the parliamentary process of business and interest organisations, there was no explicit focus on what might be referred to as the emergence of grey politics, i.e. politics shaped by interest organisations and lobbyists with special interest in issues affecting older persons and health. Accordingly, we do not know much about how these organisations will influence the political process within policies on the elderly in the future. The US Congress has for decades had a standing committee on ageing and conditions for the elderly, and, insofar as experiences from this offer an idea of the effect of lobbying, there are clear tendencies towards a professionalisation of special interests viewpoints in nearly all areas. Seen on the basis of a vision of an age-integrated society, where it is a matter of preserving a certain balance between generational interests, there are therefore good reasons for the lobby influence of professional special interests being made the object of scientific study. Gender differences A third specific area in which our current knowledge is limited is the consequences of gender playing a large and growing role in politics. It has long been documented that there are significant gender differences in values and political behaviour. Womens > 40 values have increasingly influenced welfare policy in recent decades. Despite a still large gender inequality in political representation, there are reasons for anticipating that women will increasingly set the agenda in the future. We do not know how this will affect the overall political process, but, on the basis of more sporadic impressions, there is reason to assume that, for example, diversity and intergenerational considerations and a more critical attitude to new technology, for example, in the health area will come to play a greater role. Furthermore, in terms of ageing it is a fact that women live longer, but save less for their pensions (because of less favourable employment conditions) and may therefore become poorer than men as (single) older persons. This will give the ageing of society a special gender dimension. Even though the gender dimension is not yet a notable theme in political life, examples such as the creation of an actual womens party in Sweden and a very conscious prioritisation of a womens policy in Norway, which engages in positive discrimination, suggest a possible development where women will act in relation to all political prioritisations on the basis of (broad) gender interests. Ethnicity There is comprehensive research concerning integration, but attention has not been given to the effects of ageing and its possible significance for the political process. While immigrant groups comprised just fewer than 9 per cent of the population in 2006, in 2030 this will be a full 14 per cent. In 2030, immigrants will also comprise a young group, constituting 8.5 per cent of the over-65 age group. It is probable, and especially if the integration process does not become significantly more effective, that this may result in political mobilisation among the ethnic minorities. The question is whether the ethnic minorities will seek to protect specifically > 41 ethnic interests, or whether they will embrace a more classical Danish political pattern. One important condition with regard to ageing will be the future trend among ethnic minorities in attitudes to the duties of civil society. Among many ethnic minorities, there is traditionally an expectation that women in particular will take responsibility for the care needs of the family, including of the elderly. Among the ethnic minorities, there is a need to follow the development of womens wishes in general and in this context specifically. It is also desirable to ascertain the risk of a segment of the elderly from the ethnic minorities in 20-25 years time being relatively poor and threatened with exclusion from society. Many of them will not have had employment of an extent and of a kind that they will have private savings and pensions. 6.1 Research topics The Steering Group has found that there are very many areas in which we lack specific knowledge if we are to counter possible generational tensions and strengthen cohesion in the ageing society. This is especially the case if we are to realise the vision of an age-integrated society. The Steering Group finds the following research topics to be of strategic significance: The concept of social cohesion in an ageing and in an age-integrated society. The concept of social capital in an ageing and in an age-integrated society. The electorates ageing and consequences for political processes and potential political outcomes. Coordination of the concepts of political and economic sustainability. > 42 Studies of the populations preferences concerning prioritisation between the major cash transfer incomes and services (health, care, education) as core provisions in the age-integrated society. Potential risks for intergenerational tensions. The implementation of the unwritten social contract in an age-integrated society. The future older persons financial situation, including the elderly of other ethnic origins. Age functioning simultaneously as an inclusion and an exclusion mechanism. The welfare state and the over 65s (the policy on the elderly from a whole-life perspective). Studies of the professionalised elderly groups influence on the political processes. Studies of gender differences and ethnicity in interaction with cohesion in an age-integrated society. > 43 Compared with other countries, Denmark is relatively well placed when one considers the challenges the ageing society entails both from a 2030 perspective and in the longer term. The fertility rate is relatively high and the anticipated dependency ratio is lower than in many other countries. The key challenge is to think long-term in order to counter the problems that society will face and to exploit the opportunities that exist in creating a socially, innovatively, economically and politically sustainable ageing society with healthy ageing for all. The Steering Group notes that the social structures have managed only to a limited extent to adapt to the positive changes in average life expectancy. One might talk of a socio-structural delay which has meant that the social structure is not organised with the upper age bands more marked robustness and better functional ability in mind. The foresight is therefore founded on a vision for the future ageing society of 2030 in which the concept of chronological age is replaced by a whole-life perspective based on functional ability. The Steering Group has chosen to call this a vision for the age-integrated society. Making this vision a reality is dependant on a number of other objectives being realised in the period up to 2030. The Steering Group has sought especially to point to the following factors: It is desirable to ensure the preconditions for healthy ageing for all citizens regardless of age, gender and ethnicity, i.e. a development in which the number of good years of life is increased and the number of poor years of life is reduced - regardless of average life expectancy. 7. Summary
> 44 There is a need to create agreement on prioritisation in future medical research, in which prevention, treatment, recovery and improvement are seen as a whole. This has to be done with due consideration for the opportunities for managing the future growth in expenditure in the health and care sectors. Technological solutions must be produced which support the ageing societys citizens, so that they can retain good functional ability for as long as possible without losing personal integrity and autonomy. Practical conditions must be created for flexible continuance in the labour market regardless of age. It is crucial to avoid the development of tensions between the generations. This presumes that democratic decisions are not taken unilaterally for the benefit of the elderly age groups, even though they are becoming a large and growing segment of the electorate. A basis must be created for a democratic debate on the values and norms which should be normative for life in the age-integrated welfare state. It is essential to create frameworks and conditions which will permit Danish companies to exploit the positive global market potential, which the growing and ever more affluent elderly groups will represent in the period leading up to 2030. The research institutions, companies and public-sector actors at a centralised and decentralised level must develop opportunities for a system export, which will arise out of the emergence of the age-integrated society. > <