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European Journal of Public Health, Vol. 24, No. 3, 433–439
ß The Author 2013. Published by Oxford University Press on behalf of the European Public Health Association. All rights reserved.
doi:10.1093/eurpub/ckt157 Advance Access published on 21 October 2013
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Retirement and a healthy lifestyle: opportunity or
pitfall? A narrative review of the literature
Else M. Zantinge1, Matthijs van den Berg2, Henriëtte A. Smit3, H. Susan J. Picavet2
1 Centre for Health and Society, National Institute for Public Health and the Environment, Bilthoven, The Netherlands
2 Centre for Nutrition, Prevention and Health Services, National Institute for Public Health and the Environment,
Bilthoven, The Netherlands
3 Julius Center for Health Sciences and Primary Care, University Medical Center, Utrecht, The Netherlands
Correspondence: E. M. Zantinge, Centre for Health and Society, National Institute for Public Health and the Environment,
PO 1, 3720 BA Bilthoven, The Netherlands, tel: +31 (0)30 274 3507, fax: +31 (0)30 274 4450, e-mail: else.zantinge@rivm.nl
Background: Retirement is a life-course transition in late adult life that is marked by major changes that may affect
healthy lifestyles. Our aim is to give an overview of the current knowledge on changes in smoking, alcohol
consumption, physical activity and dietary habits during the transition to retirement. This may provide clues to
a better targeting and timing of preventive activities at older age. Methods: Literature search in Medline, Scopus,
Embase, PsycInfo, Social SciSearch and SciSearch limited to English-language papers published between 2001 and
May 2013. Results of 20 original papers are summarized in a narrative review. Results: Some studies report an
increase in alcohol consumption after retirement, whereas others found a decrease or no change at all. Those who
retired involuntarily tended to increase their alcohol consumption, whereas retirees who quit voluntarily did not
change their alcohol consumption. Leisure-time physical activity seems to increase slightly after retirement,
especially moderately intensive physical activity. This increase does not compensate the loss of work-related
physical activity such as the work itself or work-related transportation. The studies on changes in smoking and
dietary habits were too limited to draw conclusions. Conclusions: The transition to retirement is accompanied with
both favourable and unfavourable lifestyle changes, depending on the type of lifestyle, lifestyle indicator and the
personal situation of the retiree. The (pre-)retirement period may well offer a suitable opportunity for preventive
action, for example in pre-retirement programmes, planning or other retirement-related support.
.........................................................................................................
during retirement may provide clues to a better targeting and timing the focus was on obesity or body weight, without information
of preventive activities at older age. In addition, it is known that about dietary habits or physical activity;
people are more receptive to health messages during life transitions.9 the focus was on other types of lifestyle than addressed in this
The aim of this study is to get an overview of the current study;
knowledge about lifestyle changes during the transition to the design was cross-sectional, without recall questions about
retirement by means of a literature review. Our research question lifestyle before retirement;
is: does retiree’s lifestyle change after retirement, relative to lifestyle the paper was not a research paper, but an opinion article.
changes found in those who continued to work? Our particular
focus is on smoking, alcohol consumption, physical activity and
Description of results
dietary habits, as these types of lifestyle are strongly related to
health outcomes.10 We followed the format of a narrative review to summarize the
results. A meta-analysis was not suitable due to the diversity of the
From the 726 papers from Search 1, 43 papers met the inclusion Smoking
criteria. Two authors (E.M.Z. and M.v.d.B.) considered these 43 Two studies evaluated the association between retirement and
papers in more detail, by studying the abstract and—if smoking.8,17 Retirees were more likely to quit smoking than those
necessary—the entire paper. Search 1 resulted in a selection of 15 who remained in work or were already retired, as was shown in an
relevant papers. English household survey among 1712 smokers.17 In a Dutch study
The titles from the 105 papers from Search 2 were scanned by among 1604 employees of Information and Communication
E.M.Z. Five papers were selected as (possibly) relevant. One of these Technology (ICT) companies and older Civil Servants, the associ-
papers was already included in the result of Search 1. Abstracts from ation of retirement with lifestyle changes was studied in the context
the other four papers were assessed by M.v.d.B. Three of them were of voluntary retirement.8 In this Dutch study, retirees were asked if
considered relevant. their retirement was voluntary or not. Voluntary retirement was not
Next the snowball-method was applied to detect papers that associated with changes in the amount of smoking, relative to non-
might have been missed in the two searches. First, E.M.Z. or retired employees. On the contrary, those who retired involuntarily
M.v.d.B. checked the titles in the reference lists of the 18 selected had an increased risk to smoke more and a decreased risk to smoke
papers on relevance, according to the inclusion criteria. They then less compared with non-retired employees.
explored titles in more detail, by assessing the abstract and—if
necessary—the entire paper. The same procedure was followed for Alcohol consumption
all papers that cited one or more studies in our selection of 18
papers. This additional search was carried out in Scopus and No association was found between retirement and the amount of
resulted in two extra papers. In all, 20 papers were selected for drinking by Dutch employees who retired voluntarily, compared
this review, with two papers providing information about changes with non-retired employees.8 However, those who experienced
in smoking after retirement, two about dietary habits, nine about their retirement as involuntary less often decreased their alcohol
alcohol drinking and nine about changes in physical activity after consumption than non-retired employees. In a study among 595
Americans contacting a medical centre, retirement had no effect
retirement. All studies included a design that allowed comparing
on alcohol consumption.16 Other factors rather than retirement
changes in lifestyle after retirement with changes in lifestyle among
status (e.g. poorer health status or lower income before
those who continued to work.
retirement) predicted a steeper decline in alcohol consumption
Papers found in the two searches were excluded because of the
after retirement. A study among 1157 American university
following reasons:
employees assessed the impact of three pre-retirement workplace
the focus was on interventions to realize lifestyle change; stressors (sexual harassment, generalized workplace abuse and
Retirement and a healthy lifestyle 435
43 papers screened as
5 papers screened as relevant
relevant
Snowball-method: +2 papers
psychological workload) on alcohol consumption after retirement.18 alcohol consumption, compared with non-retired employees.
Retirees who experienced sexual harassment or generalized Problem drinkers were less likely to decrease drinking after
workplace abuse in their pre-retirement job reported higher levels retirement. The role of retirement was also investigated in two
of alcohol consumption compared with those with comparable American studies about drinking trajectories in American
stressful work environments who continued to work. Results may women13 and men.14 The authors concluded that retired women
be biased because adjustments for health were lacking. Another more often decrease their alcohol consumption after retirement
American study examined changes in alcohol consumption compared with women in employment, whereas no effects were
associated with stressful life events.3 Retirees increased their found for men.
Table 1 Characteristics of the studies
436
Authors Study subject Follow-up Study sample Lifestyle indicator Adjusted Main findings
period for age,
gender
and illness
Smoking
Lang et al., 2007 Smoking cessation after retirement 1998–2004 1712 smokers from a national Smoking yes/no Yes Retirement ! more smoking cessation
English household survey
Henkens et al., 2008 Health behaviour after (in)voluntary 2001–07 1604 employees of three large Change in smoking in the past 5 years Yes Involuntary retirement ! increased
retirement Dutch ICT companies smoking; voluntary retirement ! no
effect
Alcohol consumption
Henkens et al., 2008 Health behaviour after (in)voluntary 2001–07 1604 employees of three large Change in alcohol drinking in the past Yes Involuntary retirement ! less decreased
retirement Dutch ICT companies 5 years drinking; voluntary retirement ! no
European Journal of Public Health
effect
Brennan et al., 2010 Drinking patterns after retirement 10 years 595 American 55–65 who Frequency and quantity of alcohol Yes Retirement ! no effect on drinking patterns
contacted a medical centre in consumption, problem-drinking
California
Richman et al., 2006 Effect of pre-retired workplace 1996–2002 1157 American university Frequency and quantity of alcohol No health Retirement ! more drinks a day and higher
stressors on drinking after employees consumption status drinking frequency after high workplace
retirement stressors
Bacharach et al., 2004 Alcohol consumption and drinking 2001–02 1083 American blue-collar Frequency and quantity of alcohol Yes Retirement ! more periodic heavy drinking;
problems after retirement workers consumption, periodic heavy drinking, no effect on alcohol consumptions and
problem-drinking problem-drinking
Bacharach et al., 2007 Severity of problem-drinking after 2000–02 71 American male blue-collar Severity of problem-drinking Yes Retirement ! decline in the severity of
retirement of men with a history workers drinking problems among males with a
of problem-drinking history of problem-drinking, no effect
among males without history of problem-
drinking
Bacharach et al., 2008 Problematic drinking behaviour after 2001–02 304 American blue-collar Frequency and quantity of alcohol Yes Involuntary retirement ! more alcohol
(in)voluntary retirement workers 50+ consumption, problem-drinking consumption; voluntary retirement !
lower alcohol consumption and drinking
problems
Perreira et al., 2001 Changes in alcohol consumption 1992–98 7731 Americans 51-61 Drinking yes/no, quantity of drinking, Yes Retirement ! increase in alcohol consump-
after stressful life events problem-drinking tion; less decrease in problem-drinking
Bobo and Greek, 2011 Alcohol trajectories among older 1998–2008 4439 randomly sampled Drinks per day Yes Retirement ! more often decrease in
women American women drinking, no effect on increase in drinking
Bobo et al., 2013 Alcohol trajectories among 1998–2008 3105 randomly sampled Drinks per day Yes Retirement ! no effects
older men American men
Physical activity (p.a.)
Berger et al., 2005 Impact of retirement on p.a. 1991–96 699 City of Glasgow inhabitants Frequency, duration and intensity of Yes Retirement ! increase in home- and leisure
activity at work, home and leisure activity; loss of work-related activity.
activity, related to recommendations Decrease in respondents who met the p.a.
for p.a. recommendations for total activity.
Brown et al., 2009 Impact of life events of p.a. in 1999–2002 6660 Australian women from a Integrated p.a. measure, calculated from No health Retirement ! increase in leisure-time p.a.
women national representative survey the frequency and duration of low-, status
moderate- and vigorous-intensity
leisure-time p.a.
Chung et al., 2009 Changes in p.a. after retirement 1992–2005 11 469 Americans from a national Participation in vigorous p.a. or exercise Yes Retirement from a physically demanding job
survey ! overall p.a. declined; Retirement from
a sedentary job ! p.a. increased
Henkens et al., 2008 Health behaviour after (in)voluntary 2001–07 1604 employees 50+ of three Change in participation in p.a. in the Yes Involuntary + voluntary retirement
retirement large Dutch ICT companies past 5 years more p.a.
Lahti et al., 2011 Changes in leisure-time p.a. after 2000–07 6706 Helsinki City employees Quantity and intensity of p.a. in four Yes Retirement ! increase in moderate-
retirement groups of intensity intensity p.a.; decrease in vigorous p.a.;
decrease in inactivity
(continued)
consumption
Main findings
No health
Adjusted
status
Yes
Yes
Yes
No
play a part in this. The third study investigated the perceived vol-
untariness of retirement among 304 blue-collar workers.20 Retirees
Frequency of healthy food habits, based
Frequency and duration of work-related
transportation p.a., sports, non-sports
in dietary recommendations
vigorous-intensity p.a.
Physical activity
recommended fish)
leisure-time p.a.
Lifestyle indicator
were not adjusted for health. The same was found among 7782
186 Dutch inhabitants
medium-sized city
1998–2001
1991–2002
1986–89
1992–96
2000–07
Socio-demographic influences on
Changes in p.a. after retirement
retirement
retirement
retirement
employment.26
Brunner, 2008
Akbaraly and
Dietary habits
physical activity (leisure time and work-related physical activity) adjustment problems may arise from a lack of control over the
after retirement was not reported. Three studies showed that, in retirement decision.29 Although it is not clear from our studies
contrast to increasing or constant leisure-time physical activity what retirees mean exactly when they consider their retirement as
levels, overall physical activity declined after retirement.8,24,26 involuntary, it is plausible that adjustment problems are related to
Among 971 Dutch retirees, a reduction in total physical activity unhealthy lifestyles through the mechanism of stress.6
was found, due to the ending work-related transportation physical It seems that stress plays especially a part in the relationship
activity. Although retirees decrease their non-sport leisure activity between retirement and drinking. For alcohol drinking, a diversity
less often compared with non-retirees, this seems not enough to of indicators were used in our selection of studies. This may partly
compensate for the ending work-related transportation activity.24 explain the heterogeneity in findings about changes in drinking after
A study among 699 inhabitants of City of Glasgow showed that retirement. Also, several mechanisms can play a role. Work-related
retirees less often met the physical activity recommendations permissive drinking norms and restrictions may lead to decreased
compared with employees, due to the loss of work-related alcohol consumption after retirement is suggested by some.16,19
Implications 7 Behncke S. Does retirement trigger ill health? Health Econ 2012;21:282–300. Epub
2011/02/16.
Our findings show that the transition to retirement is accompanied
8 Henkens K, van Solinge H, Gallo WT. Effects of retirement voluntariness on changes
with both favourable and unfavourable lifestyle changes, depending
in smoking, drinking and physical activity among Dutch older workers. Eur J Public
on the type of lifestyle, lifestyle indicator and the personal situ-
Health 2008;18:644–9.
ation of the retiree. Two retirement-related aspects were found to
9 de Hollander AEM, Hoeymans N, Melse JM, et al. Zorg Voor Gezondheid.
be relevant: first, how retirees experience their retirement—as their
Volksgezondheid Toekomst Verkenning 2006. Bilthoven, The Netherlands: National
own choice or not—may affect alcohol consumption after
Institute for Public Health and the Environment, 2006.
retirement. Second, the physical demands of the pre-retirement
job influence changes in physical activity after retirement. 10 van der Lucht F, Polder J. Towards better health. The Dutch 2010 Public Health Status
and Forecasts Report. Bilthoven, The Netherlands: National Institute for Public
Although this study provides no unambiguous message about the
Health and the Environment, 2011.
impact of retirement on a healthy lifestyle, our findings suggest that