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Planning and Developing
Integrated Communities in
           Israel
 Lecture, IFA Global Conference, Prague, May 2012

   Prof. Ariela Lowenstein, Gerontology Dept., Center
  for Research and Study of Aging, University of Haifa
  Head, Dept. of Health Services Management, Yezreel
                 Academic College, Israel
 ariela@research.haifa.ac.il




                                                         1
Lecture Outline
Factors related to service planning
Aging populations
The socio-demographic picture of Israel
Policy and Legislation in Israel
Continuum of Care
Different service models
Issues and changes needed
Implications for Policy




                                          2
Factors Affecting Service Planning and
                   Design

Demographic Developments
Composition of Various Aged Groups
Global Perceptions – Ageing in Place, Active Ageing
Societal Norms and Culture, Religiosity
Social and Political Fabric – Policy & Legislation
Examples of integrated services




                                                      3
Population Aging
The new millennium of the 21st century confronts us with
numerous challenges regarding the aging societies of the
modern world.




                                                           4
Population Aging
 In developed nations –
  phenomenon of global aging

 More elders aged 75+, thus more
  dependency and need for care

 Need for more support from state
  and family
            Center for Research & Study of Aging
                       IAGG 5
                            collaborating Center
Composition of Aged Cohorts


      Young – old: 65-74

        Old-old: 75-84

       Oldest –old: 85+

      Centenarians: 100
Changing Demographics

Population aging is not necessarily apocalyptic
for individuals, families, societies

Changed balance between generations –
challenge for social inclusion and integration

Aging can be a risk factor, or an opportunity



                                                  7
Vienna Int’l Plan of Action on Ageing (1982)




                         Vienna Conference logo



‘A longer life provides humans with an opportunity
to examine their lives in retrospect, to correct
some of their mistakes, to get closer to the truth
and to achieve a different understanding of the
sense and value of their actions.’
                                                  8
Madrid Int’l Plan of Action on Ageing (2002)


                      Article 10:
                      ‘the potential of older
                      persons is a powerful basis
                      for future development.
                      This enables society to rely
                      increasingly on the skills,
                      experience and wisdom of
                      older persons, not only to
                      take the lead in their own
                      betterment but also to
                      participate actively in that
                      of society as a whole’.
                                                9
Elder Care Networks in Israel –
               Norms, Culture and Religiosity
Israel is multi-cultural, pluralistic, and democratic, including a
variety of national, religious, and ethnic groups


Israel an urbanized welfare state, relying on a mixture of govt. and
market forces that shape its welfare policies and services


Population diversity affect needs, expectations, and patterns of support



Thus, Israel serves as a natural laboratory for understanding effects
of culture and ethnicity.

                                                                        10
Demography

In 2011 Israel’s population was 7.6 million, 80% Jews and 20% non-
Jews. The aged (65+) comprise 10%


Differences exist between Jewish and non-Jewish aged. In the Jewish
sector, elders’ percentage is close to 12%. Among non-Jews, elders
comprise only 5.2%, due to higher fertility rates


Close to 19% of Jewish elders are disabled in ADL. Among non-Jews –
close to 31%




                                                                     11
‫% 56+ (0302 – 5591) – ‪Israel‬‬




‫מקור: זקנים בישראל, עובדות ומספרים, 9002‬
Family status and living arrangements

Most aged have an informal support network, with
spouses the main source, followed by children


There is a strong emphasis on family role in elder care,
reflected, for example, in the low institutionalization rate:
4.4%; The Alimony Law, 1958.




                                                                13
The Israeli Welfare State - Aged Policy



A country’s social system and professional practice are
affected by historical, religious, and cultural forces - place
great emphasis on social and familial responsibility .


Political structure and population heterogeneity also shape
service planning and delivery - the principle of cultural
and ethnic pluralism

                                                                 14
Policy and the Service System


Basic objectives of service delivery to elders:


(1) To enable maintaining maximum self-sufficiency and
  continue living in the community as long as possible -
  Ageing in Place;


(2) To enable active participation in society, considering
  their diversity and heterogeneity.
                                                             15
The ageing policy challenge
Dependency ratio
Labour supply
Meaning and purpose- being retired is not
being adult
What is the social contract for older
people? – How could we empower and
help them stay active and involved?


                                            16
Social capital


Important to use social capital inherent in the growing
  “young-old” population - activating political power. In
  Israel the Senior Citizens party which caused the
  creation of a Senior Citizens Ministry

  Raising retirement age, as one form of preparing for
  societal aging; has been discussed and suggested in all
  OECD countries (e.g., Duval, 2004)

  The state and private sector should develop programs to
  provide incentives for older workers to stay in workforce

                                                            17
Policy and the Service System in
                  Israel

Four major sectors are involved in service provision:


Government agencies
Trade unions
Voluntary organizations
The private sector




                                                        18
Policy and the Service System


In each local authority the local welfare office has to
provide services to needy, including elders.


Major community services: pensioner clubs; day care
centers for frail and mentally frail elders; supportive
neighborhoods; meals on wheels; activating volunteers




                                                          19
Policy and the Service System



Primary and acute health care are provided by 5 Sick
Funds )HMO’s( through primary health clinics in every
neighborhood, and activate home-nursing programs.

Currently an attempt to develop an integrated service
model – with strong collaboration between the clinics, day
care centers, hospitals, social services and informal carers

                                                               20
Policy and the Service System


In 1969 the Ass. for Planning and Development of Services
for the Aged (ESHEL) was created to: coordinate activities of
the various ministries; to promote service planning on a
national level; to develop partnerships between public and
voluntary sectors.

In each community Local Associations for the Aged were
created, with representation of local service providers and
elders




                                                          21
What Should be the Appropriate
             ? Balance

                            Formal Service Care




Informal Family Care




                                           23
Changing family preferences
         for care
Societies unable or unwilling to continue support for
older cohorts, alters family-society elder care balance
(Lowenstein & Daatland, 2006; Walker, 2000)

Socio-political & policy challenges to social integration

A new generational contract is needed on individual,
familial, & societal levels - should be further studied




                                                            24
Models for Service Development
There are several models for service provision to
families with elder members

The substitution approach - A Scandinavian model,
favoring direct govt. involvement, supplying rather
generous services, mostly public




                                                      25
Models for Service Development

The conservative model of continental Europe, leaning
heavily on insurance-based arrangements.


US liberal regime, limited residual state responsibility.


Countries with a more traditional-familial view and a
family-based social policy, like Israel, a complementary
approach - responsibility is shared and services are
developed to assist caring families
                                                        26
Complementarity versus
                 substitution
Data show:
 Welfare state services do not erode family solidarity.

  Mostly the emphasis was on complementarity

 Alongside service provision, the family specializes in forms of
  support suiting her best – emotional support




                                                               27
Policy Implications
In the future, elder care will be by public-private mix,
the exact ratio varying by country.

Specifics of the mix will depend on : (a) the family
culture that guides readiness to use public services;
(b) availability, accessibility, quality, and cost of
services.

Thus, services must help families define their
willingness; Families should be compensated for the
care they provide.


                                                       28
Thank You




            29

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4 lowenstein prague with mary mc call may 2012

  • 1. Planning and Developing Integrated Communities in Israel Lecture, IFA Global Conference, Prague, May 2012 Prof. Ariela Lowenstein, Gerontology Dept., Center for Research and Study of Aging, University of Haifa Head, Dept. of Health Services Management, Yezreel Academic College, Israel ariela@research.haifa.ac.il 1
  • 2. Lecture Outline Factors related to service planning Aging populations The socio-demographic picture of Israel Policy and Legislation in Israel Continuum of Care Different service models Issues and changes needed Implications for Policy 2
  • 3. Factors Affecting Service Planning and Design Demographic Developments Composition of Various Aged Groups Global Perceptions – Ageing in Place, Active Ageing Societal Norms and Culture, Religiosity Social and Political Fabric – Policy & Legislation Examples of integrated services 3
  • 4. Population Aging The new millennium of the 21st century confronts us with numerous challenges regarding the aging societies of the modern world. 4
  • 5. Population Aging  In developed nations – phenomenon of global aging  More elders aged 75+, thus more dependency and need for care  Need for more support from state and family Center for Research & Study of Aging IAGG 5 collaborating Center
  • 6. Composition of Aged Cohorts Young – old: 65-74 Old-old: 75-84 Oldest –old: 85+ Centenarians: 100
  • 7. Changing Demographics Population aging is not necessarily apocalyptic for individuals, families, societies Changed balance between generations – challenge for social inclusion and integration Aging can be a risk factor, or an opportunity 7
  • 8. Vienna Int’l Plan of Action on Ageing (1982) Vienna Conference logo ‘A longer life provides humans with an opportunity to examine their lives in retrospect, to correct some of their mistakes, to get closer to the truth and to achieve a different understanding of the sense and value of their actions.’ 8
  • 9. Madrid Int’l Plan of Action on Ageing (2002) Article 10: ‘the potential of older persons is a powerful basis for future development. This enables society to rely increasingly on the skills, experience and wisdom of older persons, not only to take the lead in their own betterment but also to participate actively in that of society as a whole’. 9
  • 10. Elder Care Networks in Israel – Norms, Culture and Religiosity Israel is multi-cultural, pluralistic, and democratic, including a variety of national, religious, and ethnic groups Israel an urbanized welfare state, relying on a mixture of govt. and market forces that shape its welfare policies and services Population diversity affect needs, expectations, and patterns of support Thus, Israel serves as a natural laboratory for understanding effects of culture and ethnicity. 10
  • 11. Demography In 2011 Israel’s population was 7.6 million, 80% Jews and 20% non- Jews. The aged (65+) comprise 10% Differences exist between Jewish and non-Jewish aged. In the Jewish sector, elders’ percentage is close to 12%. Among non-Jews, elders comprise only 5.2%, due to higher fertility rates Close to 19% of Jewish elders are disabled in ADL. Among non-Jews – close to 31% 11
  • 12. ‫% 56+ (0302 – 5591) – ‪Israel‬‬ ‫מקור: זקנים בישראל, עובדות ומספרים, 9002‬
  • 13. Family status and living arrangements Most aged have an informal support network, with spouses the main source, followed by children There is a strong emphasis on family role in elder care, reflected, for example, in the low institutionalization rate: 4.4%; The Alimony Law, 1958. 13
  • 14. The Israeli Welfare State - Aged Policy A country’s social system and professional practice are affected by historical, religious, and cultural forces - place great emphasis on social and familial responsibility . Political structure and population heterogeneity also shape service planning and delivery - the principle of cultural and ethnic pluralism 14
  • 15. Policy and the Service System Basic objectives of service delivery to elders: (1) To enable maintaining maximum self-sufficiency and continue living in the community as long as possible - Ageing in Place; (2) To enable active participation in society, considering their diversity and heterogeneity. 15
  • 16. The ageing policy challenge Dependency ratio Labour supply Meaning and purpose- being retired is not being adult What is the social contract for older people? – How could we empower and help them stay active and involved? 16
  • 17. Social capital Important to use social capital inherent in the growing “young-old” population - activating political power. In Israel the Senior Citizens party which caused the creation of a Senior Citizens Ministry Raising retirement age, as one form of preparing for societal aging; has been discussed and suggested in all OECD countries (e.g., Duval, 2004) The state and private sector should develop programs to provide incentives for older workers to stay in workforce 17
  • 18. Policy and the Service System in Israel Four major sectors are involved in service provision: Government agencies Trade unions Voluntary organizations The private sector 18
  • 19. Policy and the Service System In each local authority the local welfare office has to provide services to needy, including elders. Major community services: pensioner clubs; day care centers for frail and mentally frail elders; supportive neighborhoods; meals on wheels; activating volunteers 19
  • 20. Policy and the Service System Primary and acute health care are provided by 5 Sick Funds )HMO’s( through primary health clinics in every neighborhood, and activate home-nursing programs. Currently an attempt to develop an integrated service model – with strong collaboration between the clinics, day care centers, hospitals, social services and informal carers 20
  • 21. Policy and the Service System In 1969 the Ass. for Planning and Development of Services for the Aged (ESHEL) was created to: coordinate activities of the various ministries; to promote service planning on a national level; to develop partnerships between public and voluntary sectors. In each community Local Associations for the Aged were created, with representation of local service providers and elders 21
  • 22.
  • 23. What Should be the Appropriate ? Balance Formal Service Care Informal Family Care 23
  • 24. Changing family preferences for care Societies unable or unwilling to continue support for older cohorts, alters family-society elder care balance (Lowenstein & Daatland, 2006; Walker, 2000) Socio-political & policy challenges to social integration A new generational contract is needed on individual, familial, & societal levels - should be further studied 24
  • 25. Models for Service Development There are several models for service provision to families with elder members The substitution approach - A Scandinavian model, favoring direct govt. involvement, supplying rather generous services, mostly public 25
  • 26. Models for Service Development The conservative model of continental Europe, leaning heavily on insurance-based arrangements. US liberal regime, limited residual state responsibility. Countries with a more traditional-familial view and a family-based social policy, like Israel, a complementary approach - responsibility is shared and services are developed to assist caring families 26
  • 27. Complementarity versus substitution Data show:  Welfare state services do not erode family solidarity. Mostly the emphasis was on complementarity  Alongside service provision, the family specializes in forms of support suiting her best – emotional support 27
  • 28. Policy Implications In the future, elder care will be by public-private mix, the exact ratio varying by country. Specifics of the mix will depend on : (a) the family culture that guides readiness to use public services; (b) availability, accessibility, quality, and cost of services. Thus, services must help families define their willingness; Families should be compensated for the care they provide. 28
  • 29. Thank You 29