Results
The value of a helping hand is estimated through five estimators, of which two are considered supportive for the choice of estimator, while three are regarded as valuable for interpretation. The coefficients with standard errors and the estimators’ specifications of the latter three estimators are listed in
Table 7.
Table 7 shows the outcome of the CRE, FEO, and REO. To support the preference for these estimators the FE and RE are used as documented in
Table A1 in
Appendix A. They are used for the Breusch and Pagan Lagrange test, the Hausman specification test, and the Mundlak specification test. The three tests suggest the RE being the most efficient, given that a Mundlak correction is implemented. The latter, i.e., CRE, is reported in column four and relies on a Generalised Least Squares estimation method which provides robust standard errors. It integrates longitudinal weights on top of the Mundlak means, which appear most relevant as supported by the zero p-value of the Mundlak specification test. The primary disadvantage of the CRE is that it is unable to take the order of the dependent variable, i.e., self-perceived health, into account. Nevertheless, it explains a considerable amount of variation (R-Squared 0.447). Moreover, it reports a non-zero panel-level deviation (0.439), which supports the use of a panel instead of a pooled estimator, as well as a non-zero variance due to random individual differences, i.e., the random effects (0.319, not documented in a table). Moreover, the CRE confirms the theory of Yair Mundlak as its time-variant coefficients are the same as those of the FE, yet estimated with the more efficient random effects method. For convenience, the effects are interpreted per variable as specified in
Table 7. The odds ratio of the REO is referred to between brackets unless specified otherwise.
First, the results for the time-invariant variables Gender and Country, inestimable for the FEO, are highlighted. As such, older women appear to report a better health status (coefficient -0.018, SE 0.007, p<.05) on average across years, yet the REO marks this effect as insignificant (1.005, SE 0.040, p>.05), implying that there is no notifiable difference, on average across years, in the health reporting of men and women. For the variable Country, merely the ORs of the more accurate REO are interpreted as they express the same as the coefficients of the CRE. As such, Danish older people consistently mark a better health status (0.734, SE 0.056, p<.001) than the Swedish, while the odds to report a less healthy status than the Swedish are two to three times higher for older Spanish (3.249, SE 0.258, p<.001), Italian (2.262, 0.171, p<.001), and Slovenian citizens (2.198, 0.194, p<.001). The remaining countries report a more average health status, ranging incrementally from Austria (1.179, SE 0.077, p<.05), over Switzerland, Czech Republic and France, to Germany (1.863, SE 0.137, p<.001). In contrast to the findings from
Figure 2, the Low Countries, i.e., Belgium and the Netherlands, report non-significant coefficients, implying that they do not differ from Sweden.
Second, the time-variant variables are interpreted. For four continuous variables, nonlinearity is tested through their squares. For age and its square, the CRE and FEO contrast in significance, while the REO marks the main effect insignificant (0.955, SE 0.044, p>.05) and the nonlinear negative effect on health as significant (1.001, SE 0.000, p<.01). None of the latter three estimators finds nor the years of education nor its squares significantly impacting the health status. However, they dominantly mark the total household income (0.897, SE 0.032, p<.01) and its square (1.034, SE 0.017, p<.05), as well as the life satisfaction level (0.807, SE 0.04, p<.001) as positive influencers of health. For the remaining seven categorical variables, two appear to be mainly not significant, i.e., the impact of COVID-19, and four out of five categories of the variable Job situation. For the latter, only being permanently sick or disabled increases the odds of reporting a lower health status (1.851, SE 0.306, p<.001) compared to the baseline, i.e., the older people who are employed. Additionally, four categorical variables are consistently significant. Households with a couple of which both are responding (1.205, 0.087, p<.01), as well as with multiple members of which at least one is responding (1.221, 0.120, p<.05), considerably increase the odds of reporting a less favourable health status compared to older people who live alone. Being limited in activities due to health problems drastically increases the expectation of reporting worse health (3.904, 0.131, p<.001), while participating in at least one activity decreases this expectation compared to the baseline of no participation (0.812, SE 0.037, p<.001). Regarding the two variables of interest, all three estimators consider that receiving help significantly impacts the health status. In particular, the REO reveals that receiving help from at least one other person implies a 24.8 per cent increase in the odds of reporting worse health (1.248, SE 0.056, p<.001). For the act of giving help, the interpretation of significance levels of the CRE, FEO and REO is twofold. Or, the main effects are considered significant as suggested by the CRE (coefficient -0.025, SE 0.008, p<.01) and FEO (0.903, SE 0.043, p<.05), and the interactions with Receiving help are considered not significant. Or, the interaction effect of giving help and receiving help (0.863, SE 0.064, p<.05), and not the main effect of giving help, is regarded as relevant for health status. For two reasons, the latter is assumed to be most rational. First, the CRE neglects the order of the dependent variable; second, the FEO is expected to be less efficient than the REO. As such, the value of a helping hand is confirmed by the fact that, on average across years, older people who receive help from at least one other person are 24.8 per cent more likely to report worse health. Yet, when they, on top, also give help, the odds are lower, i.e., merely 7.7 per cent higher, to report worse health. As such, this decrease of 17.1 percentage points reflects the positive value of a helping hand and suggests an improvement in health status thanks to the act of giving help.
To support the results of the regression analysis, a robustness check is documented (see Materials and Code availability). As such, to account for the SHARE imputation procedure, the CRE, FEO, and REO referred to in
Table 7 are also estimated with the remaining four imputed datasets. The CRE reports for the 13 significant coefficients, the same significance level and sign for all five imputed datasets. On top, three estimated coefficients are numerically the same for these five regressions, while the remaining coefficients deviate on average by 0.004 and maximally by 0.011. For the FEO, the same significant eight estimated odds ratios appear with the same sign, yet with three times another significance level for two estimated odds ratios. The difference between the estimated FEO odds ratios is minimally 0.004 and maximally 0.091. For the REO, 18 estimated odds ratios maintain the same sign; however, six differ in significance level, of which three even altered into non-significant odds ratios across the five imputed datasets, namely “Total household income” as well as its square, and “Household: Multiple, at least 1 responding”. Besides the latter, the squared age is consistently identical, while the largest variation in the REO odds ratios is 0.106 and detected in the job situation category “Permanently sick or disabled”. Overall, these findings illustrate that the robustness of the regression output is primarily related to the complexity of the estimator, not the imputation procedure. To conclude, the findings documented in
Table 7 based on the first imputed dataset are regarded as robust, except for the household type and total household income as well as its squares.
The robustness of the preferred REO requires a last single check, i.e., the verification of the proportional odds assumption imposed on ordered logistic estimators. As such, Brant, Likelihood-ratio, Score, Wald, and Wolfe–Gould test are completed for the used set of variables implemented with an ordered logistic estimator, being a non-panel estimator. The test results (see Materials and Code availability) indicate that the proportional odds assumption is violated across imputations. This implies that the findings of the ordered logistic estimator might be incorrect, incomplete, or misleading, and subsequently also the findings based on the ordered logistic panel estimators FEO and REO. To map the potential bias of the violation, the SO is used as a benchmark, given that it doesn’t impose the proportional odds assumption. Although it allows including calibrated weights, it is not a panel estimator, implying that the impact of time can’t be measured in a single regression. Nevertheless, a regression for each wave, i.e., year, can be completed. The margins provided by these regressions are compared in
Table 8 in order to support the findings based on the REO.
The probabilities in
Table 8 are from stereotype logistic regressions, which integrate the same variables, interactions, and calibrated weights as the REO. More detailed reporting on the outcome of the regressions, as well as their margins, is available (see Materials and Code availability). In
Table 8, the probabilities to report the self-perceived health status Excellent, Very good, and Good are, for five out of the six waves, higher when the average respondent who receives help also gives help compared to the average respondent who merely receives help. In contrast, the probabilities of reporting a Fair or Poor health status are (almost) consistently higher for those who don’t give help on top of receiving it. Both findings are robust across all five imputed datasets. As such, across categories, the SO confirms the finding based on the REO regarding this specific interaction effect.
Besides the use of margins for the verification of the parallel regression assumption, the estimators CRE, FEO, and REO are used to predict margins and marginal effects. However, all three underperform in estimating predictions due to the Giving help variable. For the latter, its limited number of observations in certain time segments is expected to cause the underperformance. As such, solely the best performing, i.e., the CRE, is used to generate plots of and predictions for the average older European citizen. First, three plots with margins are documented for the effect of Receiving as well as Giving help on, respectively, age, income, and life satisfaction.
Figure 3 reports the predictions for the self-perceived health status of older people according to four combinations of receiving and giving help.
Figure 3 reveals that self-reported health status is better, i.e., scored lower on a one-to-five scale (Excellent to Poor), when a respondent gives help to at least one other. This difference sustains from age 60 to 90, yet follows a convex upward-sloping path for all four categories, indicating the accelerating deterioration of health accompanying the linear increase in age. An important note is that the Y-axis indicates that the change covers less than a full shift from health status category three (Good) to four (Fair). The value of giving help is more explicit when comparing the health status between different ages. For example, a 65-year-old who receives as well as gives help, perceives having almost a similar health status as a 60-year-old who receives but doesn’t give help. Besides these beneficial effects across ages, the influence of another commonly known health determinant, i.e., income, is visualised in
Figure 4.
Figure 4 reveals that a higher income relates to a better self-reported health status. The status follows a convex downward-sloping path over the standardised income on the X-axis. In contrast to
Figure 3, the Y-axis ranges from 3.1 to 3.4, which hardly reflects a full shift from a fair (4) to good (3) health status. Moreover, the robustness test reveals that total household income is not consistently significant across the five imputed datasets. Nonetheless,
Figure 4 supports comparison between the four categories of interest. For example, an older person not receiving help, who also gives help, reports approximately the same health status as one who has a five times higher income (2.5) and doesn’t give help. Lastly, the influence of subjective health determinant, i.e., life satisfaction, is visualised in
Figure 5.
Figure 5 shows the concave downward-sloping path of life satisfaction in relation to self-perceived health status. Older people who report being absolutely satisfied with life score almost one entire category higher, i.e., from “Fair” (4) to “Good” (3), compared to those who are completely dissatisfied with their life. Like for age and income, giving help consistently triggers reporting a better health status. This overall positive influence of giving help is expected to hold across the five imputed datasets, as illustrated in
Table 9.
Table 9 illustrates that the predictive margins are consistently lower, i.e., reflecting better health status, for those who give help. The predictions are the same across imputed datasets, except for a varying third digit after the decimal point of two coefficients. As expected, receiving help is predicted to relate to a worse health status, i.e., a higher score.
Discussion
This study elaborates on the positive effects of giving help, which is commonly explored in the context of volunteering. It documents the relationship between self-perceived health status and receiving as well as giving help for older people in 12 European countries based on the data of SHARE. The results, obtained through an ordered random effects logistic panel estimator with Mundlak correction, support that giving help is, in particular, beneficial for the self-perceived health of older people who also receive help. This is an important finding as it documents the nuance of helping out beyond the commonly concluded positive effect of volunteering [
1,
4,
9,
34]. This finding is facilitated by the fact that the study exploits the informativeness of the order in the dependent variable, as well as the fact that it relies on a random-effects estimator, being the most efficient one for the study. Additionally, through repeating the analysis for each SHARE imputed dataset, as well as including known determinants of health like age or income, bias is expected to be limited. Nevertheless, despite its strengths, the study is exposed to weaknesses. Exploiting informativeness through the order of the dependent variable implies not exploiting the health information available in the original dataset. The latter is commonly done by constructing an index which combines a series of health-related indicators, e.g., an index reflecting the quality of life [
9]. Similarly, the act of helping out is represented by a single indicator, while a combination of indicators is feasible. E.g. Lakomy [
8] maps the effect of separate activities like volunteering, care-giving, club membership, and the like, on well-being. Furthermore, all estimators failed to capture the effect of COVID-19, while a positive influence, primarily on mental health, is expected [
34,
35]. For now, the simplicity of this binary indicator is the sole explanation for its insignificance. Lastly, additional mediation and interaction effects resulting from national or individual differences are not documented. However, the relationship between self-perceived health status and receiving as well as giving help is expected to be influenced by prospective health, social culture, status and engagement [
10,
11,
16,
36]. Nonetheless, the occurrence in isolation of the interaction effect found in this study between receiving and giving help remains remarkable. For future research, the exploration of the persistent effects of receiving and giving help in relation to health status is proposed in order to further document the value of a helping hand and safeguard the act of helping out in our societies.
Conclusions
Active ageing reflects a lifestyle which is beneficial for the health of older people. An important aspect of this lifestyle is the act of helping and its contribution to health. This study documents the value of giving help, which appears additionally beneficial for European older people who also receive help. This finding suggests seizing the opportunity of stimulating older people who receive help, to also give help. This stimulus can be provided by caretakers, policymakers, family, and the like, as it is expected to improve the self-perceived health status overall.
Statement of funding: The SHARE data collection has been funded by the European Commission, DG RTD through FP5 (QLK6-CT-2001-00360), FP6 (SHARE-I3: RII-CT-2006-062193, COMPARE: CIT5-CT-2005-028857, SHARELIFE: CIT4-CT-2006-028812), FP7 (SHARE-PREP: GA N°211909, SHARE-LEAP: GA N°227822, SHARE M4: GA N°261982, DASISH: GA N°283646) and Horizon 2020 (SHARE-DEV3: GA N°676536, SHARE-COHESION: GA N°870628, SERISS: GA N°654221, SSHOC: GA N°823782, SHARE-COVID-19: GA N°101015924) and by DG Employment, Social Affairs & Inclusion through VS 2015/0195, VS 2016/0135, VS 2018/0285, VS 2019/0332, VS 2020/0313, SHARE-EUCOV: GA N°101052589 and EUCOVII: GA N°101102412. Additional funding from the German Federal Ministry of Research, Technology and Space (01UW1301, 01UW1801, 01UW2202), the Max Planck Society for the Advancement of Science, the U.S. National Institute on Aging (U01_AG09740-13S2, P01_AG005842, P01_AG08291, P30_AG12815, R21_AG025169, Y1-AG-4553-01, IAG_BSR06-11, OGHA_04-064, BSR12-04, R01_AG052527-02, R01_AG056329-02, R01_AG063944, HHSN271201300071C, RAG052527A) and from various national funding sources is gratefully acknowledged (see
www.share-eric.eu).
Statement of competing interests: There are no conflicts of interest. The content of this article solely relies on the view of the author.
Materials and Code availability: To provide insight into the longitudinal analysis completed in this article, do- and log-files of Stata are available via
https://github.com/hansgevers/thevalueofahelpinghand.git. Additionally, the illustrations included in this paper, as well as the graphs of the calibrated longitudinal weights versus the design weights per country for imputed dataset one, are available via the hyperlink.