International Retirement Migration Research Articles

International retirement migration for Japanese retirees: Motivational push-pull factors and behavioral phenomena towards cultural assimilation

International retirement migration for Japanese retirees: Motivational push-pull factors and behavioral phenomena towards cultural assimilation

“We were leery of going”: qualitatively exploring Canadian international retirement migrants’ travel-related decisions during the COVID-19 pandemic

BackgroundInternational retirement migration, which is the seasonal or permanent relocation of older people to another country, has grown in popularity in recent years. These retirees are motivated by the promise of warmer winter climates that are conducive to participating in health-promoting recreational and social activities. Ease of cross-border travel facilitates this transnational practice when undertaken seasonally. However, border closures and other travel-related measures put in place to manage the spread of COVID-19, disrupted travel, including for older Canadians who typically winter in the United States (US). During the 2020-21 winter season, for example, Canadians were advised not to engage in non-essential international travel and the land border between Canada and the US was closed to all but essential travellers. Nonetheless, retirement migration remained a significant draw for many Canadian retirees. Here, we qualitatively explore the factors that Canadian international retirement migrants considered when deciding whether or not to travel to the US for the 2020-21 winter during the COVID-19 pandemic.MethodsGuided by case study methodology, semi-structured interviews were conducted with 31 Canadian international retirement migrants who had wintered in the US prior to the COVID-19 pandemic and were in the US at the outset of the pandemic in late winter 2020. Interviews were transcribed verbatim and thematically analyzed to decipher what factors were most important to their travel-related decision-making during the pandemic. We structure the thematic results around four factors previously identified to motivate older people to become international retirement migrants and thus inform decision-making: the destination, the people, the cost, and the movement.ResultsThe previously identified factors that motivate older people to participate in international retirement migration include: the destination (e.g., climate and amenities), the people (e.g., social networks), the cost (e.g., health insurance and living costs), and the movement (e.g., ease of travel). These factors informed how international retirement migrants made decisions to travel abroad or not in the 2020-21 winter season. For example, destination-based factors included a lack of public health measures and high case counts, people-based factors comprised of less opportunities to engage in social activities, cost-based factors involved maintaining property investments and the lack of COVID-19 treatment coverage in available travel health insurance plans, and movement-based factors included challenges in ease of access when travel was viewed as essential or non-essential. These factors disincentivized or motivated international retirement migrants to travel abroad in the 2020-21 winter season during the COVID-19 pandemic.ConclusionsThe results of this study support the need to create tailored decision-support tools for international retirement migrants to make informed travel-related decisions during crisis events so as to protect their health and wellbeing. More research is needed to explore perceptions of risk, especially health risks, among international retirement migrants and how they differently affect their travel-related decisions.

Developing ‘Age-Friendly’ Communities: The Experience of International Retired Migrants

Over the past two decades, the need to create ‘age-friendly cities and communities’ (AFCC) has emerged as a major theme in policies aimed at improving old people’s physical and social environment. The World Health Organization (WHO) has driven this agenda through the launch in 2010 of the Global Network of Age-friendly Cities and Communities. Support for ageing in place has, at the same time, run alongside an increase in international retirement migration, with people choosing not to age in their existing neighbourhood but rather to relocate to another country. The growth of retirement migration has occurred in the context of specialized housing and leisure-orientated developments in cheaper countries targeting retirees from richer countries. This article draws on the narratives of retirees of the UK, Switzerland, France and the USA who have relocated to Spain, Costa Rica and Mexico on a permanent basis. It highlights the reasons migrants put forward to explain the advantages of living in their new home, and what we can learn about the conditions for an age-friendly living environment. This article begins with a review of the development of age-friendly cities and communities, then outlines the concept of ‘elective belonging’ which is used to provide a framework for understanding the growth of retirement migration. Following an overview of current knowledge on retirement migration and a discussion of the methodology of the study, we present the results from interviews with retired migrants about their experiences within their new communities. Finally, we discuss the implications of our study for developing research and policies which acknowledge how age as a social status may be used as a means of fostering the integration of older people within their communities.

The Effects of International Retirement Migration on Indigenous Communities: Empirical Insights from Cotacachi, Ecuador

abstract: International retirement migration (IRM) is known to be an important factor for regional economic development in some low-and middle-income countries. However, IRM's effects on land prices and real estate markets, especially housing, are controversial. Using the case study of the Andean city of Cotacachi, Ecuador, this paper discusses the economic and socio-spatial effects of IRM-related construction of comparatively high-priced retirement homes on indigenous communities' access to land and housing prices in the urban area. Based on the analysis and collection of quantitative and qualitative data, the paper identifies that IRM-related foreign investments result in increased prices of (agricultural) land and urban housing. This especially affects indigenous communities as they are historically marginalized in access to land. To understand the IRM-related effects, we contextualize and discuss these in light of the historical control of land by landowning élites. Our data show that recent IRM-oriented real estate development—paired with highly uneven postcolonial distribution of land—has unequal socio-spatial effects: land-rich élites benefit from selling land to both local and foreign investors, while landless and land-poor indigenous communities face increasing difficulty in accessing land for agriculture. resumen: La migración internacional de jubilados (MIJ) es conocida como un factor importante para el desarrollo económico regional en algunos países. Sin embargo, sus efectos sobre los precios del suelo y los mercados inmobiliarios son controversiales. A partir de un estudio en la ciudad de Cotacachi, Ecuador, este artículo analiza los efectos económicos y socio-espaciales de la construcción de viviendas de alto valor para jubilados extranjeros, en relación con el acceso a la tierra en las comunidades indígenas y el precio de la vivienda. El artículo identifica que las inversiones extranjeras relacionadas con la MIJ provocan un aumento en los precios de la tierra y la vivienda urbana. Esto, a su vez, afecta especialmente a las comunidades indígenas. Con el fin de entender los efectos relacionados con la MIJ, discutimos los mismos, a la luz del control histórico de la tierra por parte de las élites terratenientes. Nuestros datos reflejan que el desarrollo inmobiliario relacionado con la MIJ junto con la distribución postcolonial de la tierra tiene efectos socio-espaciales desiguales: las grandes élites terratenientes se benefician de la venta de tierras, mientras que las comunidades indígenas (sin) o pobres en tierras enfrentan grandes dificultades para continuar con la agricultura.

Who is aging out of place? The role of migrant selectivity in international retirement migration

ABSTRACT International retirement migration gained popularity with the rise of globalisation and individualisation, but little is known about whom the retirement migrants are compared to retirees who do not migrate. To gain insight into who migrates compared to who stays, we examine a broad set of individual determinants. We collected data for the survey of Dutch Retirement Migrants Abroad, a new dataset based on a probability sample of Dutch nationals with an oversample of retirement migrants (ages 66–90). The survey includes 5225 migrants who migrated from the Netherlands and permanently reside in one of forty different destination countries and 1339 Dutch retirees who reside in the Netherlands. Using discrete-time event-history models, we test the effect of socioeconomic status, social ties, personality traits, and cultural values on the likelihood of migration. Having a partner and a higher occupational status raised the likelihood of migration. Additionally, retirement migrants were more likely to be adventurous, postmaterialist, and identify with counterculture of the sixties, such as being involved in the hippie culture, than non-migrants. Having more social ties in the Netherlands decreased the likelihood of migration. This study highlights the complex interplay of determinants influencing who migrates at older ages and who stays.

Understanding motives for international migration: A survey of Dutch retirement migrants in forty destinations

AbstractPrior studies have examined why people emigrate from their country of birth during retirement. By focusing on describing motives for international retirement migration, these studies overlook what inhibits or enables people to have particular motives to migrate. We collected data from a representative sample of Dutch nationals aged 66–90 who were born in the Netherlands and migrated after age 50. We distinguish seven—not mutually exclusive—migration motives: longing for tranquillity, the culture in the destination, to start a new life, a better climate, economic reasons, health reasons and dissatisfaction with the origin country. Using Ordinary Least Square regressions, we estimate how people's socioeconomic status, premigration health, premigration residential environment, cultural values and personality traits explain migration motives. We examine how motives relate to destination countries. The results show that there are various motives for which people migrate and that different types of motives are systematically related to the types of people who migrate. For example, people with a lower socioeconomic status are more likely to migrate for economic and dissatisfaction motives and less likely to migrate for tranquillity than people with a higher socioeconomic status. By distinguishing migration motives in 12 destinations, we broaden our understanding of out‐migration from high‐income countries.

Migrating to a new country in late life: A review of the literature on international retirement migration

In the last few decades, a substantial number of older adults have migrated to new countries around the retirement age to raise their quality of life, a phenomenon that has been labeled as international retirement migration. The scattered body of research

Migration and development: The overlooked roles of older people and ageing

Discussions on migration and development geography have both suffered from ‘ageism’: an overwhelming preoccupation with children and the young in the latter and widespread assumptions that migrants are generally young adults, who only leave behind children in the former. It is unsurprising, then, that migration-development debates have also been biased in favour of the young. In this paper we consider the place of older people and of ageing as a process in migration and development debates. We argue that older people, thus far overlooked, are also involved in migration and development, in heterogeneous ways and in different geographical contexts. While doing this, we challenge the conventional view of older migrants as inactive and vulnerable and of older people as merely recipients of development interventions. We argue that experiences of ageing and global inequalities are increasingly entwined and demonstrate this through five dimensions of migration and development debates: remittances, diasporas, return migration, international retirement migration, and intergenerational care. Older people and ageing as a process are central to each one of these dimensions, and it is imperative to pave further research of heterogeneity of ageing within contexts of global inequality. (189 words)

Relational, community-based and practical: Support systems used by Canadian spousal caregivers living seasonally in the United States.

Every year tens of thousands of older Canadians travel to the southern United States (US) to live there seasonally during the winter months to enjoy a warmer climate-a practice known as international retirement migration. Several factors facilitate participation in this transnational mobility, including having the financial resources needed to live abroad. For those managing chronic or acute health conditions, traveling with a caregiver (typically a spouse) is another important facilitator. In this qualitative analysis, we explore the transnational systems of support that Canadian international retirement migrant spousal caregivers draw upon to enable them to provide care while in the US. We report on the findings of ten semi-structured dyad interviews (n=20 participants) conducted with Canadian international retirement migrants living seasonally in Yuma, Arizona. The dyads consisted of spouses, one of whom had defined care needs and the other of whom provided informal care. Through thematic analysis of these interviews, we identified three types of transnational support systems that spousal caregivers draw on: relational, community-based and practical. While aspects of these support systems have been documented in other informal care-giving studies, this analysis demonstrates their copresence in the transnational care-giving context associated with international retirement migration. Overall, this analysis highlights the benefits of close social relations enjoyed by international retirement migrants providing informal care to mitigate the lack of access to their established support networks at home.

Altering consumer practices, facing uncertainties, and seeking stability: Canadian news media framings of international retirement migrants during the COVID‐19 pandemic

International retirement migration involves the seasonal relocation of older adults to destinations abroad. For Canadians, this is typically done to escape winter at home in favour of warmer weather elsewhere. In this paper, we explore how Canadian newspapers chronicled the changes associated with managing the COVID‐19 pandemic in Canada, including border measures and calls to avoid non‐essential travel, and how they impacted international retirement migrants and their movements. We specifically present the findings of a framing analysis conducted of 187 newspaper articles published in 2020, identified through the Canadian Newsstream Database. The framing analysis identified three ways in which Canadian international retirement migrants were discussed in relation to the pandemic and the changed spatio‐temporal realities that affected their transnational movements. First, they are a group who altered their consumer practices, which had economic impacts at home and in their usual seasonal destinations. Second, they are a group who faced considerable uncertainty with regard to travel and movement, among other things, as the pandemic unfolded in 2020. Finally, Canadian international retirement migrants sought stability in a number of ways, both in terms of their social networks and living arrangements at home and abroad.

International Retirement Migration: mapping the spatio-temporal growth of foreign-owned properties in Cotacachi, Ecuador

ABSTRACT International Retirement Migration (IRM) is a growing phenomenon in the Global South. Using the example of the city of Cotacachi in the Ecuadorian Andes, this paper analyzes the spatio-temporal growth of the properties acquired by foreign retirees. We have developed a multi-temporal map that visualizes the spatio-temporal patterns of foreign-owned real estate properties and explains them in the historical context of land tenure. As no official spatial data is available for foreign-owned properties in Cotacachi, the mapping was developed based on data triangulation from remote sensing, participatory mapping, document analysis (e.g. a cadastral database), and semi-structured interviews with key stakeholders. With this origin approach, the map reveals a significant growth in the number of properties and the size of the land acquired by foreigners particularly since the 2008 United States’ housing crisis. Most of the foreign-owned properties are located at the urban fringe and have been built on former colonial hacienda lands in direct proximity to existing indigenous communities.

Examining Opportunities, Challenges and Quality of Life in International Retirement Migration.

As the world has become more interconnected due to the invention and innovation of communication and transportation technologies, more individuals than ever before have been able to travel long distances. In recent years, a growing number of physically able adults in late adulthood have chosen to move across national borders to less costly countries in order to obtain better quality of life upon reaching retirement age. In light of this under-researched but increasingly popular retirement trajectory, this research aimed to provide more insight into the opportunities and challenges that international retired migrants have encountered while retiring abroad. Through the lens of humanistic theory, this research employed a systematic review of research literature, the majority of which were peer-reviewed studies published within the last five years. The reviewed studies (n = 22) conducted spanned four out of seven continents, with heavy emphasis on Europe, the Americas, and Asia. Research results indicated that many of the international retired migrants took advantage of the opportunities of pleasant weather, lower cost of living, and various amenities offered by their host countries to enhance their quality of life by engaging in an active and meaningful lifestyle. However, language barriers, lack of social support, rising healthcare costs, increases in the cost of living, uncertain political climate, and different healthcare practices in their host countries, presented considerable challenges to many international retirees.

New frontiers in international retirement migration

AbstractIntroducing the special issue, this paper provides a state-of-the-art on established and new trends in the study of international retirement migration (IRM) and summarises the five papers that follow. Early studies on IRM were mainly within Europe and drew on the conceptual framework of lifestyle migration, with some reference to the transnational and mobilities paradigms. New frontiers in IRM are presented under three heads. Firstly, new geographical frontiers extend IRM to new destinations within and proximate to Europe, and to new locations in the global South such as Thailand and Ecuador. Secondly, new typological frontiers involve a broadening of the class and wealth backgrounds of the retirees, including the ‘return of retirement’ of labour migrants to their countries of origin, and attentiveness to IRM's gendered aspects. Thirdly, new conceptual and theoretical frontiers of IRM involve a more in-depth investigation of its transnational aspects, exploration of the various regimes of mobility and, most importantly, a political economy perspective which stresses global inequalities and histories of colonialism in shaping access to privileged lifestyles. In the final part of the paper, the original features of each paper in the special issue are highlighted, demonstrating how they are collectively integrated and contribute to the advancement of IRM research.

British and Japanese international retirement migration and creative responses to health and care challenges: a bricolage perspective

Most research on international retirement migration has focused on the Western context and the motivations and lifestyle choices of migrants when they are healthy. This paper instead explores how British retirees in Spain and Japanese retirees in Malaysia respond to declining health and increasing care needs through bricolage as they begin to ‘age in place’. The paper combines qualitative interviews, focus groups and observations collected by the authors from 215 British and Japanese international retirement migrants. We focus on two key types of bricolage behaviour: ‘within-system bricolage’ undertaken by migrants to help them access and navigate existing health and care systems; and ‘added-to-system bricolage’ that is enacted to fill gaps in health and care provision. Our analysis suggests that IRMs engage in ‘transnational care bricolage’ by combining multiple economic, social and legal resources across local and transnational spaces to address their health and care needs.

Middle-aged and older adults’ preferences for long-stay tourism in rural China

Long-stay tourism is a diverse and lesser-known form of tourism that, despite its increasing scale and impact, has only recently become a focus of research. Long-stay destination attributes have typically been examined in the context of international retirement migration; however, little is known about long-stay tourist behavior in domestic rural destinations. Over the past decade, long-stay tourism has been increasingly considered a potential tool for rural communities seeking social and economic revitalization. Drawing upon the stimulus–organism–response model and residential mobility theory, this paper proposes and tests a model to understand the psychological needs of long-stay tourists and the relationships of these needs with visitors’ destination attributes and preferences. Using data collected from residents of three first-tier cities in China (Beijing, Shanghai, and Guangzhou), results reveal five destination selection themes: familiarity, comfort, rurality, wellness, and publicity. The findings also unveil the salience of each dimension through conjoint analysis. This study enriches and extends the literature on long-stay tourism and tourists, especially within Chinese rural destinations.

Unraveling Causes and Consequences of International Retirement Migration to Coastal and Rural Areas in Mediterranean Europe

In a context of aging, low fertility, and progressive slowdown of both internal population mobility and international migration at working age, residential mobility at older ages was regarded as an emerging phenomenon in Mediterranean Europe, a region with increasingly attractive retirement places. The present work discusses the socioeconomic processes (and the environmental impacts) associated with an increasing flow of retirees, which decide to settle from ‘Northern’ countries to Southern Europe, concentrating in coastal districts and in rural countryside. Understanding lifestyle preferences and territorial patterns of residential mobility at older ages allows a refined analysis of short- and medium-term impacts of International Retirement Migration (IRM) on population dynamics in economically growing and declining regions. A refined analysis reveals that destinations of IRM are progressively enlarging from strictly coastal places to a broader set of locations in the rural countryside. Mobility choices among retirees may jeopardize the role of spatial planning, which is increasingly asked to provide specific services for an international, elder population, e.g., stimulating re-use of abandoned rural buildings. Taken as an effective option for rural development, an improved planning and management of local districts attracting and hosting intense flows of residential mobility at older ages is urgent in the present socioeconomic context. A convenient set of policies and a refined taxation system may contribute to reconcile demographic shrinkage with local competitiveness and social cohesion.

Reversing retirement frontiers in the spaces of post-socialism: active ageing through migration for work

AbstractThis paper reworks the notion of active ageing through analysis of a case which reverses the retirement-migration nexus – people in the post-socialist realm who approach retirement age and then migrate to begin a new working life. They are thereby introducing a new and complex arrangement to the general concept of ‘international retirement migration’. In the post-socialist world, new retirement migration frontiers emerge in the context of a severe weakening of welfare systems. I illustrate this case with data from long-term research with ageing Latvian migrant women to the United Kingdom and the Nordic countries. Even those whose old-age pensions are more or less adequate nevertheless seek temporary employment and new cultural experiences abroad. However, the dominant trend has been towards the pauperisation of older parents and those approaching retirement age due to the significant decline in state welfare. This case of many older-age Latvians whode factocannot retire due to low disposable income reveals ‘reverse frontiers of retirement’: working as long as they can, pushing their personal geographical frontiers outward by emigrating for work and making national frontiers more porous through transnational practices. Conceptually and geographically, the research holds relevance for a wider discussion of trends and contextual factors in other post-Soviet and post-socialist countries with increasing diversities among retirees.

International retirement and later-life migrants in the Marche region, Italy: materialities of landscape, ‘home’, lifestyle and consumption

AbstractWithin the general framework of ‘lifestyle migration’, the paper explores three materialities associated with the arrival and settlement of British, German and Dutch later-life migrants in the Italian region of Marche, a relatively new ‘frontier’ region for international retirement migration. The first is about the aesthetics of landscape and the scenic and emotional qualities of the physical and social environment. The second concerns ‘home’, where we examine house types, property location and home-making practices in terms of ‘authenticity’, material objects and the cultivation of land for productive purposes. The paper's third thematic focus is on consumption patterns. Most of the 69 participants interviewed for this study hanker after what they perceive as a simpler, more genuine way of life, in tune with the surrounding mixed-farming agricultural environment and distinct from other regions where tourism has taken hold. Many grow their own produce, including some who have small vineyards and olive groves. They enjoy shopping in local markets, eating out in inexpensive local hostelries, visiting museums and cultural festivals, and exploring the many pretty villages and historic towns of the region. The participants embody later-life migration as ‘active ageing’, but those who are older and/or frailer must consider, often reluctantly, the reality of a less-active and more isolated life in the Italian countryside.

Opportunities and challenges in providing health care for International Retirement Migrants: a qualitative case study of Canadians travelling to Yuma, Arizona

BackgroundIncreasing numbers of older individuals opt to spend extended time abroad each year for lifestyle, health, and financial reasons. This practice is known as international retirement migration, and it is particularly popular among retirees in Global North countries such as Canada. Despite the popularity of international retirement migration, very little is known about how and why health care is accessed while abroad, nor the opportunities and challenges posed for destination hospitals. In this article we focus on addressing the latter knowledge gap.MethodsThis qualitative case study is focused on the only hospital in Yuma, Arizona – a popular destination for Canadian retirement migrants in the United States. We conducted focus groups with workers at this hospital to explore their experiences of treating this transnational patient group. Twenty-seven people participated in three, 90-min focus groups: twelve nurses, six physicians, and nine administrators. Thematic analysis of the focus group transcripts was conducted using a triangulated approach.ResultsParticipants identified three care environments: practice, transnational, and community. Each environment presents specific opportunities and challenges pertaining to treating Canadian retirement migrants. Important opportunities include the creation of a strong and diverse seasonal workforce in the hospital, new transnational paths of communication and information sharing for physicians and health administrators, and informal care networks that support formal health care services within and beyond the hospital. These opportunities are balanced out by billing, practical, administrative, and lifestyle-related challenges which add complexity to treating this group of transnational patients.ConclusionCanadians represent a significant group of patients treated in Yuma, Arizona. This is contrary to long-standing, existing research that depicts older Canadians as being reluctant to access care while in the United States. Significant overlaps exist between the opportunities and challenges in the practice, transnational and community environments. More research is needed to better understand if these findings are similar to other destinations popular with Canadian international retirement migrants or if they are unique to Yuma, Arizona.

Italian retirement migration: Stories from Bulgaria

The geography of international retirement migration is constantly changing with the rise of new countries of origin and destination. The latter are often peripheral, lower-cost countries at various latitudes of the world. New actors are also emerging, like pension-poor Westerners with economic constraints who seek suitable locations to enhance their standard of living. This paper is set within this context and studies the recent emigration of Italian pensioners to Bulgaria. By using narratives from interviews carried out with 25 retirees who have recently relocated to this country, the paper addresses two questions. The first relates to the main reason for relocation, while the second concerns the balance of their life in Bulgaria. Study results highlight that the main motivation for the relocation was the financial constraint they were living under in Italy. However, for some of them, in addition to this, another motivator related to the emotional, personal problems they were facing. A novel aspect of this study relates to the outcomes illustrating that, beyond the improvement of their standard of living, for most of the participants the relocation provided a way to reacquire intergenerational practices with regard to family duties (e.g. to economically sustain children left in Italy). While the overall balance of their life in Bulgaria is positive, the partial social integration due to the strong language barrier renders their stay in this country improbable, as they approach the fourth age.