Strategies and expectations regarding retirement and care and the role of housing equity : the Portuguese case

Perista, Pedro (author)

This article presents the results of interviews conducted in Portugal within the European research project "Demographic change and housing wealth" ("DEMHOW"). In a changing society facing demographic and welfare challenges, households' strategies regarding retirement and care depend on variables such as age and family structure. Generally speaking, the importance of the family combined with homecare support is still largely evident. However, people without children seem more reliant on institutional care and keener on using all their available resources to pay for it. Within this framework, homeownership and housing equity could, of course, be central. However, in Portugal, the house, although recognised as potentially important in retirement, is envisaged more as a home, i.e. as an emotional pillar and a source of security than as an asset that can be managed in the market.

• Language: English
• Work type: Not categorized
• Typology: 1.01 - Original Scientific Article
• Organization: FDV - Faculty of Social Sciences
• Year: 2010
• Number of pages: Str. 1044-1061
• Numbering: Letn. 47, št. 5
• PID: 20.500.12556/RUL-23152
• UDC: 316.334.54:364.35(469)
• ISSN on article: 0040-3598
• COBISS.SI-ID: 29741661
• Publication date in RUL: 11.07.2014

Record is a part of a journal

• Title: Teorija in praksa : revija za družbena vprašanja
• Shortened title: Teor. praksa
• Publisher: Fakulteta za družbene vede
• ISSN: 0040-3598
• COBISS.SI-ID: 763652

Secondary language

• Language: Slovenian

Abstract

Prispevek prikazuje rezultate intervjujev, ki smo jih na Portugalskem izvedli v okviru evropskega raziskovalnega projekta "Demografske spremembe in stanovanjsko premoženje" (DEMHOW). V spreminjajoči se družbi, ki se sooča z demografskimi in socialnimi izzivi, so strategije gospodinjstev glede upokojitve in oskrbe odvisne od spremenljivk, kot sta starost članov in družinska struktura. Na splošno je pomen družine v kombinaciji s podporo pomoči na domu zelo velik. Ljudje brez otrok pa se bolj zanašajo na institucionalno pomoč, ki so jo pripravljeni plačevati z vsemi svojimi razpoložljivimi sredstvi. V tem okviru sta lahko ključna lastništvo stanovanja in stanovanjsko premoženje. Toda čeprav na Portugalskem priznavajo, da jim hiša po upokojitvi utegne koristiti, jo še vedno vidijo bolj kot dom, tj. čustveno zaznamovan steber in izvor varnosti, manj pa kot materialno sredstvo, s katerim je mogoče upravljati na trgu.