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Measuring intergenerational financial support: Analysis of two cross-national surveys

Author

Listed:
  • Tom Emery

    (Erasmus Universiteit Rotterdam)

  • Stipica Mudrazija

    (Urban Institute)

Abstract

Background: The last decade has seen considerable research into intergenerational financial transfers in Europe. This research has produced significant insights into the nature, causes, and consequences of such transfers, as well as evidence of cross-national variation. Yet the findings of this research field are almost exclusively based on data from the Survey of Health, Ageing, and Retirement in Europe (SHARE). The dependency on SHARE data and this specific methodological approach may limit the inferences made by researchers examining intergenerational transfers in Europe. Objective: This paper aims to explore whether instruments designed to measure intergenerational financial transfers are sensitive to various methodological parameters. Specifically, whether the prompts, reference period, and respondent identity affect the number and size of transfers that are reported. Methods: To achieve this we compare data from SHARE and the Generations and Gender Programme (GGP) using Propensity Score Matching to identify which survey reports the most transfers and whether these differences are stable across sub-groups. We also utilise specific features of SHARE and the GGP to examine whether variations in the reference period or asking the transfer giver or receiver affects the level of behaviour reported. Results: The results show that the instruments are highly sensitive to changes in wording, the reference period, and the identity of the respondent. This suggests that existing findings in the literature may be sensitive to the specific methodology used by SHARE. Conclusions: Whilst SHARE is an excellent data source, we would encourage studies of intergenerational transfers to validate their findings with multiple data sources. Contribution: The analysis shows the important role played by survey instruments in shaping research findings with regard to intergenerational relations

Suggested Citation

  • 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.
    • Handle: RePEc:dem:demres:v:33:y:2015:i:33
    DOI: 10.4054/DemRes.2015.33.33
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    References listed on IDEAS

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    1. Thomas Leopold & Thorsten Schneider, 2010. "Family Events and Timing of Intergenerational Transfers," SOEPpapers on Multidisciplinary Panel Data Research 327, DIW Berlin, The German Socio-Economic Panel (SOEP).
    2. Susan A. McDaniel, 1997. "Intergenerational Transfers, Social Solidarity, and Social Policy: Unanswered Questions and Policy Changes," Canadian Public Policy, University of Toronto Press, vol. 23(s1), pages 1-21, Spring.
    3. Cox, Donald C & Jimenez, Emmanuel, 1992. "Social Security and Private Transfers in Developing Countries: The Case of Peru," The World Bank Economic Review, World Bank, vol. 6(1), pages 155-169, January.
    4. 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.
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    Cited by:

    1. Uccheddu, Damiano & Gauthier, Anne H. & Steverink, Nardi & Emery, Tom, 2019. "The pains and reliefs of the transitions into and out of spousal caregiving. A cross-national comparison of the health consequences of caregiving by gender," Social Science & Medicine, Elsevier, vol. 240(C).
    2. Ole Hexel & Diego Alburez-Gutierrez & Emilio Zagheni, 2024. "Family structure and bequest inequalities between black and white households in the United States, 1989-2022," MPIDR Working Papers WP-2024-008, Max Planck Institute for Demographic Research, Rostock, Germany.
    3. Olivera, Javier, 2017. "The division of inter-vivos parental transfers in Europe," The Journal of the Economics of Ageing, Elsevier, vol. 9(C), pages 41-51.

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    JEL classification:

    • J1 - Labor and Demographic Economics - - Demographic Economics
    • Z0 - Other Special Topics - - General

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