Formal and Informal Care for Elders: Substitutability or Complementarity?

Apoyo formal e informal a las personas mayores: ¿Sustituibilidad o complementariedad?

Liliane Bonnal (), Pascal Favard and Thomas Maurice ()
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Liliane Bonnal: LéP [Poitiers] - Laboratoire d'économie de Poitiers [UR 13822] - UP - Université de Poitiers = University of Poitiers, TSE-R - Toulouse School of Economics - UT Capitole - Université Toulouse Capitole - Comue de Toulouse - Communauté d'universités et établissements de Toulouse - EHESS - École des hautes études en sciences sociales - CNRS - Centre National de la Recherche Scientifique - INRAE - Institut National de Recherche pour l’Agriculture, l’Alimentation et l’Environnement
Thomas Maurice: LéP [Poitiers] - Laboratoire d'économie de Poitiers [UR 13822] - UP - Université de Poitiers = University of Poitiers

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Abstract: From the data of the 8th wave of the SHARE (Survey on Health, Ageing and Retirement) survey, we investigate the use of home care by elderly individuals in Europe. These aids could be utilized by an elderly person because they are unable to perform certain household or personal tasks. We simultaneously estimate the probabilities of receiving formal and informal assistance and the number of hours of formal assistance received, taking into account the reciprocal interactions between these forms of help. We show that the relationship is significantly negative, but it is not sufficient to conclude that formal care is a substitute for informal care since these aids represent an aggregation of heterogeneous services. We conduct a differentiated study based on whether the assistance is domestic or personal. By considering more homogeneous services, the substitutability is strongly established.

Keywords: Elders; Formal care; Informal care; Domestic care; Personal care; Health; Aide domestique; Séniors; Etat de santé; Aide personnelle; Aide informelle; Aide formelle (search for similar items in EconPapers)
Date: 2025-01-03
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Published in Revue Economique, 2025, 75 (5), pp.897-943. ⟨10.3917/reco.755.0897⟩

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Working Paper: Formal and Informal Care for Elders~: Substitutability or Complementarity? (2024)
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Persistent link: https://EconPapers.repec.org/RePEc:hal:journl:hal-05552309

DOI: 10.3917/reco.755.0897

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