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The Best Welfare Deal: Retirement Migrants as Welfare Maximizers

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  • Inés Calzada

    (Faculty of Political Sciences and Sociology, Complutense University Madrid, 28040 Madrid, Spain)

  • Virginia Páez

    (Faculty of Political Sciences and Sociology, Complutense University Madrid, 28040 Madrid, Spain)

  • Rafael Martínez-Cassinello

    (Faculty of Political Sciences and Sociology, Complutense University Madrid, 28040 Madrid, Spain)

  • Andrea Hervás

    (Faculty of Political Sciences and Sociology, Complutense University Madrid, 28040 Madrid, Spain)

Abstract

Retirement migration within Europe has increased enormously since the 1990s. It now involves millions of elderly Europeans moving from Central/Northern Europe (UK, Germany, Scandinavia) to Mediterranean countries (Malta, Portugal, Spain) in search of a better quality of life. Most previous research departs from an ethnographic perspective to look at the personal experiences and motivations of retirement migrants. In this paper, we adopt a macro-level perspective to address the use that retirement migrants make of the European framework of social rights. We aim to understand (a) to what extent do retirement migrants living in Spain ask for help from the local Social Services when they enter into dependency? (b) Do retirement migrants engage in strategies to maximize their welfare rights? To answer these questions, we carried out qualitative phone interviews with the coordinators of Social Services that cover 80 (out of 119) of the Spanish municipalities with larger numbers of retirement migrants (more than 30% of elderly residents are foreigners).

Suggested Citation

  • Inés Calzada & Virginia Páez & Rafael Martínez-Cassinello & Andrea Hervás, 2023. "The Best Welfare Deal: Retirement Migrants as Welfare Maximizers," Societies, MDPI, vol. 13(4), pages 1-18, April.
  • Handle: RePEc:gam:jsoctx:v:13:y:2023:i:4:p:102-:d:1127174
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    References listed on IDEAS

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    2. Karen M. Gibler & Paloma Taltavull & Jos?Manuel Casado-Dˆqaz & Mari Angeles Casado-Dˆqaz & Vicente Rodriguez, 2009. "Examining Retirement Housing Preferences Among International Retiree Migrants," International Real Estate Review, Global Social Science Institute, vol. 12(1), pages 1-22.
    3. Marco Albertini & Emmanuele Pavolini, 2017. "Unequal Inequalities: The Stratification of the Use of Formal Care Among Older Europeans," The Journals of Gerontology: Series B, The Gerontological Society of America, vol. 72(3), pages 510-521.
    4. Joakim Palme & Walter Korpi, 1998. "The Paradox of Redistribution and Strategies of Equality: Welfare State Institutions, Inequality and Poverty in the Western Countries," LIS Working papers 174, LIS Cross-National Data Center in Luxembourg.
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