| Abstract | |
| Survey Number | 0351 |
| Survey Title | Survey on Life Planning and Finance/Insurance Vol. 6, 2003 (Survey on Old Age Lifestyles and Life Planning among Salarymen) |
| Depositor | Japan Institute of Life Insurance |
| Restriction of Use |
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| Educational Purpose | Available for both research and instructional purposes. |
| Period of Data Use Permission | One year |
| Access to Datasets | Download |
| SSJDA Data Analysis | Not available |
| Summary |
With the arrival of the super-aging society in earnest, it is expected that various lifestyles will emerge in the future. There are two aspects to the background of diversification. One is that due to the severe changes in the public pension system and the corporate retirement benefit systems, future generations reaching retirement age may have to continue working in some form after retirement. Another aspect is that the number of people who are actively aiming to realize a new lifestyle is increasing against the backdrop of diversifying social values. The purpose of this survey was to capture the various perspectives, plans, and anxieties about life in old age as considered by people of different generations, i.e., in their 30s, 40s, and 50s, who are going to retire in the future, and at the same time, clarify the diversity of opinions regarding lifestyles and life planning. |
| Data Type | quantitative research quantitative research: micro data |
| Universe | Men and women who are regular employees between the ages of 30 and 59 |
| Unit of Observation | Individual |
| Sample Size | Sample size: 2,150, number of valid responses: 816 |
| Date of Collection | 2003/11/27 – 12/14 |
| Time Period | |
| Spatial Unit | The Greater Tokyo area (Saitama, Chiba, Tokyo, and Kanagawa prefectures) within a 50 km radius |
| Sampling Procedure | |
| Mode of Data Collection | Mail survey |
| Investigator | Japan Institute of Life Insurance, survey carried out by Japan Statistical Survey Co., Ltd. (Ipsos) |
| DOI | |
| Sponsors (Funds) | |
| Related Publications (by the Investigator) | Please refer to the abstract in Japanese. |
| Related Publications (based on Secondary Analysis) | List of related publications (based on Secondary Analysis) |
| Documentation | [Questionnaire] |
| Major Survey Items |
Questionnaire items: (1) Views on working in old age Whether there is a retirement age, mandatory retirement age, time at which to retire from full-time employment, expected working style and income after retirement from full-time employment, desired working style in old age (age up to which to continue working, reason for wanting to work)/desired employment income (2) Views on life during old age Area/town to live in during old age (expectation, aspiration, motivation), type of residence/cohabitant in old age (prediction, hope), intention to sell/rent/remodel house in old age, intention/reason for using reverse mortgage (3) Relationships in old age Expansion and deepening of social relations (expectation, hope) in old age. (4) How to spend leisure time in old age Doing current hobbies in old age, doing new hobbies in old age. (5) Life planning for old age Important things for living old age, worries regarding standard of living, fund for living old age, expected monthly income/income breakdown in old age, financial assets at the time of retirement from full-time employment (expected amount, desired amount, means of preparation), living expenses in old age (expectation, hope). (6) Life protection Status of enrollment in individual annuity products/annual amount/reason for enrollment, status of enrollment in medical and illness-related insurance plan and riders/hospitalization benefits/reasons for enrollment (7) Opinions on the public pension system Opinions on companies’ extension of the mandatory retirement age according to the age at which benefits start, thoughts on the level of benefits and the way insurance premiums should be borne, household finance behavior associated with the increase in insurance premiums (8) Retirement allowance/corporate pension system Existence of a retirement benefit system, expected lump-sum retirement allowance, expected annual corporate pension, evaluation of the retirement benefit system at work, future changes in the retirement benefit system at work (9) Thoughts on current work and life Thoughts on current work and the company, thoughts on the workplace, self-assessment of ability, lifestyle values Face items: Gender, age, occupation, industry, size by number of employees, early retirement incentive system, job change experience, overseas work experience, presence or absence of a side job, evaluation of/intention to begin a side job, respondent’s annual income, marital status, spouse’s annual income, number of children, children’s life stage, household family members, annual savings/investment amount, financial assets, financial assets for fund preparation in old age, type of residence, housing acquisition method/age, home loan balance/repayment end age, real estate value, size of the land, monthly living expenses |
| Date of Release | 2004/10/08 |
| Topics in CESSDA |
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| Topics in SSJDA | Society/Culture |
| Version | 2004/10/08 ： |
| Notes for Users | Variable and value labels are written in Japanese. |