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Retirement across countries: A tripartite analysis of the welfare state, family care networks, and the retirement industry

Project description

Examining cross-border retirement

Across the world, retirement trajectories are becoming more complex and no longer confined to national borders. Existing studies have focused on welfare, family care networks, or the retirement industry at specific points in time. The ERC-funded RETIREWEL project will examine retirement experiences across countries, with a focus on the connections to the welfare state, family care networks, and the retirement industry. It aims to identify patterns and trends in transnational retirement, exploring how older adults plan for and spend their retirement within these systems. The study will analyse migration corridors (Portugal-Brazil, Netherlands-Turkey, and UK-India), highlighting the interplay between welfare states, family care, and retirement industries. The project is expected to offer insights into transnational retirement dynamics by studying both retirees and those approaching retirement.

Objective

In a rapidly ageing world, today’s retirees are moving across borders at unprecedented rates. Existing studies have analysed this group through single-focused approaches to welfare, family care networks, or the retirement industry at one point in time. RETIREWEL will be the first study to take an integrated approach to individual experiences of spending and planning for their retirement in more than one country and their complex relationships with the welfare state, family care networks, and the retirement industry.

RETIREWEL asks: (1) What patterns of transnational retirement are observable and what new trends are emerging? (2) How do older adults experience spending and planning for retirement in more than one country in relation to the nation-based welfare state, family care networks, and retirement industry? (3) How do public and private stakeholders deal with individuals who spend or plan to spend their retirement transnationally? (4) How do places shape and are shaped by transnational retirement?

This multi-sited, multi-method study focuses on three migration corridors that link European and non-European contexts (Portugal-Brazil; Netherlands-Turkey; UK-India) that exhibit these intricate relationships between the welfare state, family care networks, and retirement industry. It will focus on two groups—retirees and soon-to-be retirees—providing novel insight into how retirement is spent and planned transnationally.

RETIREWEL breaks new ground on two counts: first, by approaching retirement and retirement planning through a multi-directional transnational lens and, second, by theoretically and empirically integrating welfare (state), family care networks, and retirement industry (market) in a comparative study. It develops a novel theoretical framework to understand how public and private stakeholders interlock in new and uneven ways across borders and provides new insights into what retirement futures are in the making.

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Programme(s)

Topic(s)

Funding Scheme

HORIZON-ERC - HORIZON ERC Grants

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Call for proposal

(opens in new window) ERC-2024-STG

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Host institution

UNIVERSITEIT UTRECHT
Net EU contribution
€ 1 500 000,00
Address
HEIDELBERGLAAN 8
3584 CS Utrecht
Netherlands
Activity type
Higher or Secondary Education Establishments
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Total cost
€ 1 500 000,00

Beneficiaries (1)