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Scientific production on housing for autonomous elderly persons: an integrative literature review

Abstract

Objective:

To analyze Brazilian scientific production on housing for autonomous elderly persons.

Method:

A descriptive, analytical integrative review type study was carried out. The following guiding question was defined: what is the Brazilian scientific production relating to housing for autonomous elderly persons in indexed on-line periodicals from 2000 to 2015?

Results:

Thirty-three articles were identified in total, of which only 13 met the inclusion criterion. Using the Content Analysis technique, the following categories were formed: Modalities of housing for the elderly; Public housing policies for the elderly and Housing and quality of life.

Conclusion:

Most of the studies discussed types of housing for the elderly, falling into the category "Modalities of housing for the elderly", and identifying a tendency towards one-person dwellings. In relation to the category "Public housing policies for the elderly", the articles reflected on the rights and the guarantees of the elderly in relation to a suitable home. The "Housing and quality of life" category aimed to compare the quality of life of elderly people living alone or with a partner, as well as their perception of exclusive condominium developments for this population. There is a need for research on the issue in question, since there is an increase in the number of elderly people without housing, making it necessary for the state to meet this demand.

Keywords:
Housing for the Elderly; Elderly; Public Policies

Resumo

Objetivo:

Analisar a produção científica brasileira sobre habitação para idosos autônomos.

Método:

O estudo realizado foi do tipo descritivo e adotou o formato de um estudo analítico do tipo revisão integrativa. Para guiar o presente estudo, definiu-se a seguinte questão norteadora: qual a produção científica brasileira sobre habitação para idosos autônomos em periódicos indexados on-line no período de 2000 a 2015?

Resultados:

Foram identificadas trinta e três produções na íntegra, mas apenas 13 artigos atenderam ao critério de inclusão. Utilizando-se a técnica de Análise de Conteúdo, foram formadas as seguintes categorias: Modalidades de moradia para idosos; Políticas públicas de habitação para idosos e Qualidade de vida e moradia.

Conclusão:

A maioria dos estudos encontrados que dissertam sobre os tipos de moradias para idosos demonstram: na categoria “Modalidades de habitação para idosos”, evidenciam a moradia unipessoal; em relação à categoria “Políticas públicas de habitação para idosos” verificou-se que os artigos trazem uma reflexão sobre os direitos e as garantias dos idosos em relação a uma moradia digna; já a categoria “Habitação e qualidade de vida de idosos” objetivou comparar a qualidade de vida de idosos que moravam sozinhos ou com companheiros bem como a percepção dos mesmos sobre os condomínios exclusivos para esse segmento. Há necessidade de realização de pesquisas voltadas para a temática em questão uma vez que há um aumento do número de idosos sem moradia, fazendo-se necessário um direcionamento do Estado para suprir essa demanda habitacional.

Palavras-chave:
Habitação para idosos; Idosos; Políticas Públicas

INTRODUCTION

The accelerated growth of the elderly population is a current and established occurrence in today’s global reality. It represents an important transformation in the way society is organized11 Organização Mundial de Saúde. O caminho para a cobertura universal. Relatório Mundial da Saúde. Geneva: WHO; 2005., and has numerous economic and social consequences for the population as a whole and especially for the elderly.

Aging is a serious concern in Brazil due to its repercussions for overall society in a context of marked social inequality, poverty and the fragility of social institutions, especially as the country undergoes a reassessment of its public policies and includes the elderly as a focus of attention22 Areosa SVC, Araújo CK, Cardoso CMC, Moreira EP. Envelhecimento: relações pessoais e familiares. Barbarói. 2012;36(Ed. Esp.):120-32..

The aging process therefore places demands on the State and society. Among these are the provision of housing that is suitable for the needs of the elderly population33 Fernandes MTO, Soares SM. O desenvolvimento de políticas públicas de atenção ao idoso no Brasil. Rev Esc Enferm USP. 2012;46(6):1494-1502..

Brazil has developed legislation, policies and programs to improve the living conditions of the elderly, seeking to ensure the integrity and dignity of this population33 Fernandes MTO, Soares SM. O desenvolvimento de políticas públicas de atenção ao idoso no Brasil. Rev Esc Enferm USP. 2012;46(6):1494-1502. and extending the effective protection of their rights, including to a suitable home, whether within their family unit or unaccompanied by relatives, when they so choose, or even in long-term public or private institutions33 Fernandes MTO, Soares SM. O desenvolvimento de políticas públicas de atenção ao idoso no Brasil. Rev Esc Enferm USP. 2012;46(6):1494-1502.

4 Da Costa FM, Nakata PT, De Morais EP. Estratégias desenvolvidas pelos idosos residentes na comunidade para morarem sozinhos. Texto & Contexto Enferm. 2015;24(3):818-25.

5 Nogueira MF. Avaliação multidimensional da qualidade de vida em idosos: um estudo no Curimataú ocidental paraibano [Tese]. Natal: Universidade Federal do Rio Grande do Norte; 2016.
-66 Brasil. Lei nº. 10.741, de 1º de outubro de 2003. Dispõe sobre o Estatuto do Idoso e dá outras providências. Diário Oficial da União. 03 out. 2003: 11. Disponível em: http://www.planalto.gov.br/ccivil_03/leis/2003/L10.741.htm.
http://www.planalto.gov.br/ccivil_03/lei...
.

The State is responsible for creating public policies that minimize the housing needs of the low-income elderly population, carrying out specific projects and programs and allocating a minimum of 3% of residential housing units in public housing programs for priority acquisition by the elderly44 Da Costa FM, Nakata PT, De Morais EP. Estratégias desenvolvidas pelos idosos residentes na comunidade para morarem sozinhos. Texto & Contexto Enferm. 2015;24(3):818-25.,66 Brasil. Lei nº. 10.741, de 1º de outubro de 2003. Dispõe sobre o Estatuto do Idoso e dá outras providências. Diário Oficial da União. 03 out. 2003: 11. Disponível em: http://www.planalto.gov.br/ccivil_03/leis/2003/L10.741.htm.
http://www.planalto.gov.br/ccivil_03/lei...
.

In this context, and in order to stimulate reflection and contribute to the debate on how and where these elderly people should live and the consequences that this has for society, the objective of the present study was to analyze Brazilian scientific production in the field of aging on the issue of housing for the elderly.

METHOD

A descriptive, analytical integrative review type study77 Baldini SC, Hoga LAK, Peduzzi M, Sangaleti C, Yonekura T, Audebert Silva DRAD. Revisão integrativa: conceitos e métodos utilizados na enfermagem. Rev Esc Enferm USP. 2014;48(2):335-45. was carried out, with the objective of synthesizing the results (secondary analysis) of previous studies (primary analysis). As a general rule, this method is composed of the following steps: elaboration of a guiding question; searching or sampling of the literature; data collection; critical analysis of included studies; discussion of the results and presentation of the review. The following guiding question was defined: what is the Brazilian scientific production on housing for autonomous elderly persons in online indexed periodicals between 2000 and 2015?

An online search was conducted between April and May 2016 for indexed Brazilian journals available for public access through the databases of the Latin-American and Caribbean System on Health Sciences Information (LILACS) and the Scientific Electronic Library Online (SciELO), as well as that of the Medical Literature Analysis and Retrieval System Online (Medline), by searching the Capes portal with the descriptor "aging"; "old age"; "elderly" together with one or more of the following descriptors: "housing"; "habitation"; "housing for the elderly"; "habitation for the elderly”.

For inclusion in the study, articles were required to meet the following criteria: be in Portuguese; be available in the databases selected for the proposed study; be available in full and published in the period from 2000 to 2015 in the form of a scientific article, and not discuss Long Term Care Facilities for the Elderly (LTCF).

Data analysis was performed through an exploratory, selective and analytical reading, aimed at identifying the subject of the study and its relationship to the issue of housing for autonomous elderly persons. Using the Content Analysis technique88 Bardin L. Análise de Conteúdo. Lisboa: Edições 70; 2009., it was possible to classify the studies into the following categories: Type of housing for the elderly; Public housing policies for the elderly and Housing and quality of life. The Content Analysis technique uses inductive reasoning whereby themes and categories emerge from the data through judicious examination and constant comparisons77 Baldini SC, Hoga LAK, Peduzzi M, Sangaleti C, Yonekura T, Audebert Silva DRAD. Revisão integrativa: conceitos e métodos utilizados na enfermagem. Rev Esc Enferm USP. 2014;48(2):335-45..

RESULTS AND DISCUSSION

A total of 33 productions were identified. Of these, only 13 articles met the inclusion criterion, as shown in figure 1.

Figure 1
Articles identified in the databases. São Paulo, 2016.

The number of articles on housing for autonomous elderly persons found in Brazilian scientific production showed that, although the theme is highly relevant in a country where the elderly population is growing in an accelerated manner, it remains little explored in the field of human aging.

Regarding the periodicals in which the articles were published, 38.4% of the production was concentrated in thematic publication in the area of Gerontology in 2010, the subject of which was "Housing in Old Age".

Considering the significant increase in the Brazilian elderly population, the country faces several challenges, one of which is the question of how and where these elderly persons will live and the consequences that this entails for society. Seven studies were published by Brazilian authors focusing on category 1 (Types of housing for the Elderly), which deal with some housing modalities such as single-person dwellings, shared housing, hostels and condominiums for the elderly, as shown in Chart 1.

Chart 1
Articles included in integrative review, including title, author(s), year and aim of study in the category Types of Housing for Elderly Persons. São Paulo, 2016.

The creation of single-person households seems to be an increasingly present trend in Brazilian life due to a reduction in the number of children, an increase in the number of divorces, changes in lifestyle, improved health conditions and increased longevity. The trend is inevitable even for those who, despite feeling lonely or abandoned, do not have other people with whom they can reside1515 De Deus SIA. Um modelo de moradia para idosos: o caso da Vila dos Idosos do Pari-São Paulo (SP). Rev Kairós. 2010;13:195-213.. In addition, while living alone may be indicative of successful aging and such elderly people are likely to retain their independence and autonomy, equally they may be more frail and susceptible to the risks of becoming ill, due to a lack of capacity for self-care and physical safety1616 Almeida Prado AR, Besse M, Dutra LN. Moradia para o idoso: uma política ainda não garantida. Rev Kairós. 2010;13:5-17..

This statement corroborates some excerpts from the studies described below:

“[...] the relationship between the elderly and their home represents the expression of their identity, with their significant and personal brand, for the construction of their means of protection and well-being, a space under their power and control”99 Santos DF, Tomazzoni AMR, Lodovici FMM, Medeiros SAR. A arte de morar só e ser feliz na velhice. Rev Kairós. 2010;13:109-23..

“[...] improvements in financial conditions may allow a large proportion of the elderly to live alone, exercising their choice for independence and, at the same time, maintaining contact with the family and support networks”1111 Camargos MCS, Machado CJ, Rodrigues RN. A relação entre renda e morar sozinho para idosos paulistanos: 2000. Rev Bras Estud Popul. 2007;24(1):37-51..

“[...] the single-person domicile emerges from separation or the death of a companion. Others see it as a choice and opportunity to start over”1010 Teston EF, Marcon SS. A constituição de domicílios unipessoais em condomínio específico para idosos. Rev Enferm UERJ. 2014;22(5):610-14..

“[...] In view of the recent trend of a reduction in the number of children, an increase in divorces, changes in lifestyle, individualism, an improvement in the health conditions of the elderly and a consequent increase in longevity, especially for women, it is expected that there will be a growth in single-person households, or in other words the number of elderly people living alone, in coming years”1212 Camargos MCS, Rodrigues RN, Machado CJ. Idoso, família e domicílio: uma revisão narrativa sobre a decisão de morar sozinho. Rev Bras Estud Popul. 2011;28(1):217-30..

The health complications that may affect elderly people living only were also noted, as the following extracts show:

“[...] It is precisely at this moment that the feeling of sadness affects the heart, sometimes leading to depression. Some have mentioned the fear of suffering an accident and not having anyone to turn to. These elderly people are not comfortable asking strangers for help and do not enjoy the obligation of telling their children every time they visit the doctor. However, they feel fine during the day when occupied by their daily activities”99 Santos DF, Tomazzoni AMR, Lodovici FMM, Medeiros SAR. A arte de morar só e ser feliz na velhice. Rev Kairós. 2010;13:109-23..

“[...] Possible imbalances in the general health situation, such as sequelae, whether temporary or permanent, which may limit the performance of activities of daily living, were the main disadvantages pointed out regarding the single-person domicile”1010 Teston EF, Marcon SS. A constituição de domicílios unipessoais em condomínio específico para idosos. Rev Enferm UERJ. 2014;22(5):610-14..

In category 2 (Public housing policies for the elderly), four studies were identified that discuss the adequacy of public policies and actions that can reduce the housing needs generated by the increase of the elderly population in Brazil, as shown in Chart 2 below.

Chart 2
Articles included in integrative review, including title, author(s), year and aim of study in the category Public policies on housing for the elderly. São Paulo, 2016.

Chart 3
Articles included in integrative review, including title, author(s), year and aim of study in the category Housing and quality of life of the elderly. São Paulo, 2016.

In this sense, in addition to the 1988 Constitution2020 Brasil. Congresso Nacional. Constituição República Federativa do Brasil 1988. Diário Oficial da União. 05 out. 1988;191-A:1., which guarantees the elderly, whether through their family, society or the State, the right to decent housing, the National Policy for the Elderly2121 Brasil. Lei nº. 8.842, de 04 de janeiro de 1994. Dispõe sobre a Política Nacional do Idoso, cria o Conselho Nacional do Idoso e dá outras providências. Diário Oficial da União. 05 jan. 1994:1. and Ordinance 732222 Brasil. Portaria nº 73 de 10 de maio de 2001. Estabelece normas de funcionamento de serviços de atenção ao idoso no Brasil, nas modalidades previstas na Política Nacional do Idoso, e aos desafios que o crescimento demográfico impões ao país. Diário Oficial da União. 14 maio 2001. Seção 1:174. of the former Ministry of Social Security and Assistance discuss several aspects related to housing for the elderly, such as ways of improving habitability conditions and the adaptation of housing, models for financing housing projects, forms of living considering their physical and mental state, respecting socioeconomic indicators, the profile of the elderly and the sociocultural characteristics of each locality.

However, the main legal document related to the elderly population is Law 10,741, dated October 1, 2003, which establishes the Statute of the Elderly2323 Brasil. Lei n. 10.741, de 1º de outubro de 2003. Dispõe sobre o Estatuto do Idoso e dá outras providências. Câmara dos Deputados. (2001?) Disponível em: http://www2.camara.leg.br/legin/marg/portar/2001/portaria-73-10-maio-2001-325960-publicacaooriginal-1-seas.html
http://www2.camara.leg.br/legin/marg/por...
, an instrument that regulates the rights guaranteed to persons aged sixty or over. The Statute is a central reference document that ensures that public policies deal properly with the process of population aging.

Articles 37 and 38 are worthy of note, and discuss

“the right to decent housing with their family of origin, or alone, should they wish, in a public or private entity, as well as the reservation of at least 3% of residential units in housing programs to meet housing demand in the elderly population”2323 Brasil. Lei n. 10.741, de 1º de outubro de 2003. Dispõe sobre o Estatuto do Idoso e dá outras providências. Câmara dos Deputados. (2001?) Disponível em: http://www2.camara.leg.br/legin/marg/portar/2001/portaria-73-10-maio-2001-325960-publicacaooriginal-1-seas.html
http://www2.camara.leg.br/legin/marg/por...
.

The UM, meanwhile, established the International Plan of Action on Aging in 20022424 Organização das Nações Unidas. Plano internacional. Plano de Ação Internacional de Madrid sobre Envelhecimento: Relatório da II Assembleia Mundial sobre o Envelhecimento. Madrid: ONU; 2002.. Theme 1 of this plan (Housing and living conditions), exposes the major concern of society with the issues of housing and accessibility for the elderly population and sets out in priority orientation III the creation of a favorable and suitable environment.

From the same perspective, article 24 of the Inter-American Convention on Protecting the Human Rights of Older Persons2525 Organização dos Estados Americanos. Convenção Interamericana sobre a proteção dos direitos humanos dos idosos. [sem local]: ONU; 2015., deals with the right to adequate and decent housing and to live in safe, healthy, accessible and adaptable environments adapted to their preferences and needs. The same article states that

“State bodies should guarantee the right of the elderly to decent and adequate housing and adopt policies to promote the right to housing and access to land by recognizing the needs of the elderly and giving priority to those who are vulnerable”.

In light of the above, some excerpts from the studies that relate to category 2, which deals with the importance of Public Policies in the field of housing for the elderly population, should be highlighted:

“[...] In this sense, public housing policies are necessary, since in general the elderly population does not have the financial resources to buy or rent a house in the real estate market”1616 Almeida Prado AR, Besse M, Dutra LN. Moradia para o idoso: uma política ainda não garantida. Rev Kairós. 2010;13:5-17..

“[...] the housing policies for this age group require flexible programs that adapt to different situations. These considerations are also true for the other age groups, whose cultural and economic diversity requires the attention of the federal government, through social programs which do not replicate generic solutions and solve problems with local characteristics”1818 Schussel ZGL. Os idosos e a habitação. Rev Kairós. 2012;15(4):53-66..

“[...] The major challenge is to make municipal governments implement housing policies for aging people and ensure the approval of projects and works and the application of legislation that proposes buildings with universal accessibility”1818 Schussel ZGL. Os idosos e a habitação. Rev Kairós. 2012;15(4):53-66..

“[...] the State is responsible for public policies aimed at mitigating social problems, especially those related to housing, aimed at the realization of the precepts of a democratic society of rights”1919 Monteiro LCA. Políticas públicas habitacionais para idosos: um estudo sobre os condomínios exclusivos [Tese]. São Carlos: Universidade Federal de São Carlos; 2012..

According to the Coordination of Population and Social Indicators of the IBGE2626 Instituto Brasileiro de Geografia e Estatística. Pesquisa de Informações Básicas Municipais. Rio de Janeiro: IBGE; 2011., in its Basic Municipal Information survey 2011, while most municipalities have programs aimed at the elderly in several areas, there is no reference document on housing for the elderly. Although there is a housing deficit of approximately 5.5 million housing units in Brazil, there is insufficient information relating to the size of this deficit for people over 65.

Some Brazilian states offer housing programs for the elderly1919 Monteiro LCA. Políticas públicas habitacionais para idosos: um estudo sobre os condomínios exclusivos [Tese]. São Carlos: Universidade Federal de São Carlos; 2012., however, such as the state of São Paulo, whose housing policy includes programs such as Vila Dignidade de Avaré, Itapeva, Recanto Feliz and Vila dos Idosos, and the state of Paraíba, with its Cidade Madura (Mature City) program. In addition to providing the right to decent housing for the elderly, these housing policies value the maintenance of quality of life, and represent an important parameter for the evaluation of public policies.

Based on the survey of the studies produced on housing for the elderly, two papers were found that related to Category 3 (housing and quality of life of the elderly), focusing on quality of life and discussing, in general terms, the importance of developing scientific studies that deal with the quality of life of the elderly and types of housing, as shown in Table 3 below.

The studies emphasize that the concept of quality of life is still hard to grasp, since it involves the perception of the individuals about their position in life and individual factors as well as cultural, social and environmental contexts2727 Teston LJ, Ferraz EM, Silva S. Qualidade de vida de residentes em condomínio exclusivo para idosos. Saúde (Santa Maria). 2014;35(1):73-80..

While quality of life may vary from one individual to another depending on their goals and the scale of their life expectancies, however, it is common and universal in some respects, such as physical and psychological well-being, social relations, environment, level of independence and personal beliefs or religiosity2929 Jürschik P, Botigué T, Nuin C, Lavedán A. Estado de ánimo caracterizado por soledad y tristeza: factores relacionados em personas mayores. Gerokomos. 2013;24(1):14-7.,3030 Fang Ml, Woolrych R, Sixsmith J, Canham S, Battersby L, Sixsmith A. Place-making with older persons: establishing sense-of-place through participatory community mapping workshops. Soc Sci Med. 2016;168: 223-29. as shown by the following excerpts from the publications included in category 3.

“[...] when defining QOL, the elderly value aspects related to health, but also demonstrate that this is not understood simply as the absence of disease”2727 Teston LJ, Ferraz EM, Silva S. Qualidade de vida de residentes em condomínio exclusivo para idosos. Saúde (Santa Maria). 2014;35(1):73-80..

“[...] Quality of Life is more than having good mental or physical health, it is feeling good about oneself, about life, about one’s loved ones, and finally, about balance. These are often complicated situations for this population that suffers from sedentary lifestyles and dependence in daily activities”2828 Teston LJ, Marcon SS. Qualidade e condições de vida sob a ótica dos residentes de um condomínio do idoso. Rev Gaúch Enferm. 2014;35(1): 124-30..

It should be pointed out that the studies presented here describe the quality of life of a specific population, namely the elderly, and how this relates to their housing.

“[...] the quality of life of the elderly can vary depending on their housing arrangement, their living environment, time and the priorities of life”2727 Teston LJ, Ferraz EM, Silva S. Qualidade de vida de residentes em condomínio exclusivo para idosos. Saúde (Santa Maria). 2014;35(1):73-80..

Based on the studies that tackle this issue, it is clear that quality of life in old age depends on lifelong interactions and many elements, such as longevity, biological health, mental health, satisfaction, cognitive control, social competence, productivity, activity, efficacy cognitive, social status, income, the continuity of family and occupational roles, and continuity of informal relationships with friends3131 Woolrych R, Gibson N, Sixsmith J, Sixsmith A. "No Home, No Place": Addressing the Complexity of Homelessness in Old Age Through Community Dialogue. J Housing Elder. 2015;29(3):233-58..

CONCLUSION

The present study found Brazilian scientific production available in full on the issue of housing for the autonomous elderly to be incipient and little explored, with most of the studies on the subject related to types of housing for the elderly.

Elderly persons in Brazil today have to face not only the physical and health demands arising from the aging process itself, but also the social and economic crisis that the country is experiencing. This reinforces the need to broaden the understanding of the implications that population aging brings to society and thus to the issue of housing.

It can be seen that public policies in the area of aging highlight the family as the main source of housing support, followed by Long-term Care Facilities (LTCF). Although there are some changes in terms of national public housing programs for autonomous elderly people, these are still very restricted in what they offer, suggesting that many of these policies need to become more effective and consider the reality of Brazil.

The present study has some limitations, such as that it analyzed only scientific production relating to the autonomous elderly and did not consider studies on LTCF, as the elderly living in such institutions may present some degree of dependence. Despite this, it is believed that it contributes to the compilation of data on the issue of housing for the elderly.

It is hoped, furthermore, to raise the interest of researchers in the field of aging, and to include this highly relevant theme in Brazilian research projects, as the number of elderly people without housing increases every year, and action from the State is required to meet such housing demands.

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    Fernandes MTO, Soares SM. O desenvolvimento de políticas públicas de atenção ao idoso no Brasil. Rev Esc Enferm USP. 2012;46(6):1494-1502.
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    Da Costa FM, Nakata PT, De Morais EP. Estratégias desenvolvidas pelos idosos residentes na comunidade para morarem sozinhos. Texto & Contexto Enferm. 2015;24(3):818-25.
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    Almeida Prado AR, Besse M, Dutra LN. Moradia para o idoso: uma política ainda não garantida. Rev Kairós. 2010;13:5-17.
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Publication Dates

  • Publication in this collection
    Sep-Oct 2017

History

  • Received
    18 May 2017
  • Reviewed
    19 July 2017
  • Accepted
    18 Sept 2017
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