Retirement resources inventory in Portugal: an adaptation and validation study
DOI:
https://doi.org/10.1590/1982-4327e3213Keywords:
Retirement, Inventories, Planning, PsychometricsAbstract
A quarter of Portugal’s population is aged 65 years or over, mostly retired individuals. However, there is a lack of studies and instruments to facilitate retirement planning. This study aims to validate the Retirement Resources Inventory in Portugal to use it in future interventions. In total, 450 Portuguese retirees from all regions who responded to the inventory and sociodemographic questions participated in this study. According to the exploratory and confirmatory analyses, 23 items were found, confirming the four-factor model [c2(gl) = 404.63(216); CFI = 0.90; TLI = 0.88; RMSEA = 0.06; SRMR = 0.06], with good evidence of internal and convergent validity. The first factor corresponded to physical and financial aspects, the second to social and family resources, the third to received support, and the fourth to emotional and cognitive resources. We recommend the replication of the RRI in a longitudinal study before and after retirement.
Downloads
References
Amorim, S. M., & França, L. H. F. (2019). Validity evidence of the retirement resources inventory. The Spanish Journal of Psychology, 22, e23. doi:10.1017/sjp.2019.23
Baltes, P. B. (1987). Theoretical propositions of life-span developmental psychology: On the dynamics between growth and decline. Developmental Psychology, 23(5), 611-626. doi:10.1037/0012-1649.23.5.611
Bárrios, M. J., Fernandes, A. A., & Fonseca, A. M. (2018). Identifying priorities for aging policies in two portuguese communities. Journal of Aging & Social Policy, 30(5), 458-477. doi:10.1080/08959420.2018.1442112
Beauducel, A., & Herzberg, P. (2006). On the performance of maximum likelihood versus means and variance adjusted weighted least squares estimation in CFA. Structural Equation Modeling, 13(2), 186-203. doi:10.1207/s15328007sem1302_2
Borsa, J. C., Damásio, B. F., & Bandeira, D. R. (2012). Cross-cultural adaptation and validation of psychological instruments: Some considerations. Paidéia (Ribeirão Preto), 22(53), 423-432. doi:10.1590/1982-43272253201314
Brazil’s dismal decade: A special report. (2021, June 5th). The Economist. Retrieved from https://www.economist.com/special-report/2021-06-05
Byrne, B. M. (2010). Structural equation modeling with AMOS: Basic concepts, applications, and programing. Mahwah, NJ: Lawrence Erlbaum.
Fadila, D. S., & Alam, R. R. (2016). Factors affecting adjustment to retirement among retirees’ elderly persons. Journal of Nursing Education and Practice, 6(8), 112-122. doi:10.5430/jnep.v6n8p112
Fouquereau, E., Fernandez, A., Fonseca, A. M., Paul, M. C., & Uotinen, V. (2005). Perceptions of and satisfaction with retirement: A comparison of six European Union countries. Psychology and Aging, 20(3), 524-528. doi:10.1037/0882-7974.20.3.524
Fonseca, A. M. (2011). Reforma e reformados [Retirement and retirees]. Coimbra, Portugal: Almedina.
França, L. H. F. P., Leite, S. V., Simões, F. P., Garcia, T., & Ataliba, P. (2019). Análise dos Programas de Preparação para Aposentadoria (PPA) desenvolvidos por instituições públicas brasileiras [Analysis of the Retirement Preparation Programmes (PPA) developed by Brazilian public institutions]. Revista Kairós Gerontologia, 22(1), 59-80. doi:10.23925/2176-901X.2019v22i1p59-80
Gvozd, R., Rossaneis, M. A., Pissinati, P. S. C., Guirardello, E. B., & Haddad, M. C. F. L. (2019). Cultural adaptation of the Retirement Resources Inventory for Brazilian culture. Revista de Saúde Pública, 53, 60. doi:10.11606/s1518-8787.2019053000863
Hansson, I., Buratti, S., Thorvaldsson, V., Johansson, B., & Berg, A. I. (2020). Disentangling the mechanisms of retirement adjustment: Determinants and consequences of subjective well-being. Work, Aging and Retirement, 6(2), 71-87. doi:10.1093/workar/waz021
Hauck Filho, N. (2016). Editorial. Avaliação Psicológica, 15(2), i-ii. doi:10.15689/ap.2016.1502.ed
Hobfoll, S. E. (1989). Conservation of resources: A new attempt at conceptualizing stress. American Psychologist, 44(3), 513-524. doi:10.1037/0003-066X.44.3.513
Holmgrenn, L., Tirone, V., Gerhart, J., & Hobfoll, S. E. (2017). Conservation of resources theory: Resource caravans and passageways in health contexts. In C. L. Cooper & J. C. Quick (Eds.), The handbook of stress and health: A guide to research and practice (pp. 443-457). Chichester, United Kingdom: Wiley Blackwell.
Instituto Nacional de Estatística. (2021). Estatísticas da população residente, Portugal e NUTS III [Resident population statistics, Portugal and NUTS III]. Lisboa, Portugal: Author.
Leung, C. S. Y., & Earl, J. K. (2012). Retirement resources inventory: Construction, factor structure and psychometric properties. Journal of Vocational Behavior, 81(2), 171-182. doi:10.1016/j.jvb.2012.06.005
Loureiro, H., Carreteiro, A., Silva, M., Carvalho, M., Fernandes, A., Rodrigues, R., ... Angelo, M. (2015). Evidências da transição em casais. In H. M. A. M. Loureiro (Coord.), Transição para a reforma: Um programa a implemnentar em cuidados de saúde primários [Transition to retirement: A programme to be implemented in primary health care] (pp 65-104). Coimbra, Portugal: Candeias.
Miles, J., & Shevlin, M. (2001). Applying regression & correlation: A guide for students and researchers. London, United Kingdom: Sage.
Nunes, A. M. (2017). Demografia, envelhecimento e saúde: Uma análise ao interior de Portugal [Demography, ageing and health: An analysis of the interior of Portugal]. Revista Kairós Gerontologia, 20(1), 133-154. doi:10.23925/2176-901X.2017v20i1p133-154
Valentini, F., & Damásio, B. F. (2016). Variância média extraída e confiabilidade composta: Indicadores de precisão [Mean extracted variance and composite reliability: Indicators of accuracy]. Psicologia: Teoria e Pesquisa, 32(2), e322225. doi:10.1590/0102-3772e322225
Wang, M., & Shultz, K. S. (2010). Employee retirement: A review and recommendations for future investigation. Journal of Management, 36(1), 172-206. doi:10.1177/0149206309347957
Yeung, D. Y. (2017). Adjustment to retirement: Effects of resource change on physical and psychological well-being. European Journal of Ageing, 15(3), 301-309. doi:10.1007/s10433-017-0440-5
Yeung, D. Y., & Zhou, X. (2017). Planning for retirement: Longitudinal effect on retirement resources and post-retirement well-being. Frontiers in Psychology, 8, 1300. doi:10.3389/fpsyg.2017.01300
Published
How to Cite
Issue
Section
License
This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License.
The Editorial Board authorizes free access to and distribution of published contentes, provided that the source is cited, that is, granding credit to the authors and Paidéia and preserving the full text. The author is allowed to place the final version (postprint / editor’s PDF) in an institutional/thematic repositor or personal page (site, blog), immediately after publication, provided that it is available for open access and comes without any embargo period. Full reference should be made to the first publication in Paidéia. Access to the paper should at least be aligned with the access the journal offers.
As a legal entity, the University of São Paulo at Ribeirão Preto School of Philosophy, Sciences and Languages owns and holds the copyright deriving from the publication. To use the papers, Paidéia adopts the Creative Commons Licence, CC BY-NC non-commercial attribution. This licence permits access, download, print, share, reuse and distribution of papers, provided that this is for non-commercial use and that the source is cited, giving due authorship credit to Paidéia. In these cases, neither authors nor editors need any permission.
When deriving from research involving human beings, manuscripts need IRB approval, in compliance with the guidelines and standards of the Brazilian National Health Council Resolution 196/96 – Ministry of Health. Authors should attach the digital copy of the IRB declaration of approval, according to instructions displayed further ahead.
