1. Introduction
Informal care is defined as any assistance provided to a person in need of care by someone in the person’s direct environment [
1]. It also includes less intensive assistance, assistance to household members and assistance to institutionalised people. Informal care activities include emotional support, administrative help, advice on making appointments, transport, domestic and personal care. This informal care is unpaid, results from social rather than professional relationships and involves long-term care for sick family members or friends [
1]. Informal care plays an important role in the care of people with health problems. There is therefore a considerable public interest in this type of care in Europe [
2].
In Europe, around a third of the population is considered to be informal caregiver (34.3%), but variation between countries was large (from 43.6% in Finland to 8.2% in Hungary) [
3]. They are mostly aged between 50 and 75 years and help their parents or partners. Informal caregivers are more ofter women, especially daughters or daughters in law [
4]. The care-receiver can be older people with loss of autonomy but also sick or disabled children or young adults. The age of the care-receiver is mostly 75 years old and over [
3]. The factors that encourage people to become informal caregivers are emotional ties (e.g., love and affection), a sense of duty, and a personal sense of obligation [
5].
Overall, caregiving is not associated with negative health effects [
6]. A systematic review of the literature even found positive effects of short-term informal care on self-reported physical health [
7]. The positive impact of informal care on self-assessed health could be the result of a bias related to reference points, Di Novi and colleagues (2015) argued. Spending time with someone with poor health might raise self-rated health, because people might relate to the poor health of the care recipient when the objective health of the carer might be lower [
8]. Unfortunately, being informal caregiver during a long period of time is not without constraints, as this role is recognised as a major stressor. In fact, these individuals must deal with the deteriorating health of the care-receiver, which in turn puts their own health at risk [
9]. Indeed, informal caregivers are more likely to report symptoms of depression and other indicators of psychological distress than non-informal caregivers [
10,
11,
12]. Furthermore, informal caregivers have poorer physical health than those who do not have this role [
10,
13]. Several factors increased caregiver burden, including high levels of disability and morbidity of care-receiver, number of hours of care, high variability in care tasks, care setting (home care vs. institutional care), sex and age of the informal caregiver [
14,
15]. Nonetheless, while informal caregivers often feel burdened by caring for a person, they can also experience positive outcomes from caring; caregiver gains. One of these relatively overlooked caregiver benefits is increased self-esteem [
16] .
It is admit that providing informal care has a negative impact on caregivers’ quality of life. QoL, as a multidimensional concept, combines several aspects of health, such as physical, mental, emotional and social functioning [
17,
18]. Comparing the QoL of informal carers with that of the general population is of great scientific importance. Such comparisons allow us to understand the unique challenges and burdens that caregivers face, shed light on potential health inequalities, and develop targeted interventions to improve their well-being. In addition, examining differences in quality of life can contribute to policy development aimed at providing adequate support and resources for this important group of people.
Otherwise, several determinants of healthy ageing have been identified. An important one is physical activity. Indeed, the health benefits of physical activity are well recognized and are related to the following outcomes: mortality, cognitive status, physical autonomy, glycaemic control, pain, disability, muscle and bone strength, depression and well-being [
19,
20,
21,
22]. According to the systematic review by Lindasay et al, previous research has shown that informal carers have low levels of physical activity and are at higher risk of being physically inactive than those who do not provide care. Whilst other research has suggested that informal carers may have higher levels of physical activity than the general population due to the physical demands of caring. [
23]. Overall, in order to develop appropriate interventions and policies to promote the health and well-being of carers, there is a need to better understand their physical activity levels.
Then, the link between social network and health has received more attention in recent years [
24]. In this sense, internet connectivity (i.e. access to technology) is a social determinant of health, as it can support a range of health information needs [
25]. The use and access of tools such as patient portals, health trackers, health applications and remote monitoring devices is increasing. This phenomenon is related to the research findings suggesting that these tools can promote greater patient engagement, better support for patients outside of the usual care, and can improve health parameters [
25]. In this sense, some authors highlighted that computers and mobile devices are practical platforms for delivering care-related information and support services to informal carers, but their reach may be more limited for carers who are older, less educated and less healthy [
26]. Understanding the digital divide among older informal caregivers carers can help identify barriers and develop targeted interventions to bridge the gap, ensuring they have equal access to technological resources, information and support systems, ultimately improving their caregiving experience and overall well-being.
Moreover, ageism (i.e. ageism is the umbrella term for stereotyping, prejudice and discrimination against people because of their chronological age or the perception that they are 'too old' or 'too young' to be or do something [
27]) is another determinant of worse health [
28]. For example, ageism reduces life expectancy, worsens physical and mental health, hinders recovery from disability and accelerates cognitive decline [
28]. Ageism also increases social isolation, loneliness and reduces access to employment, education and health care [
28]. However, all these aspects are also known to affect the health [
28]. Based on the literature, beginning of informal care is significantly associated with a better attitude towards old age while the end of informal care is significantly associated with an increase in subjective age and an earlier onset of old age [
29]. Measuring the self-perception of aging among informal caregivers is vital for understanding their attitudes and expectations regarding their caregiving role. It helps identify age-related biases, assess well-being, and develop interventions to promote positive aging experiences, enhancing overall quality of life.
Health literacy is also one of the determinants of health since low health literacy is associated with more hospitalizations, greater use of emergency care, lower use of preventive services, poorer ability to interpret labels and health messages, poorer health outcomes, higher mortality and higher health care costs [
30,
31,
32]. To play their role properly, informal carers need to be able to access and understand information about the patient's health, to establish valuable communication with both the patient and the health care providers, and to manage the services offered by the health care system [
32]. By measuring health literacy, we can develop targeted interventions to improve caregivers' health-related knowledge and empower them to actively engage in healthcare decision-making, ultimately enhancing their caregiving effectiveness and the well-being of care recipients.
Finally, sense of coherence is a strong determinant of positive health [
33,
34]. In fact, sense of coherence is associated with positive well-being, mental health, and quality of life [
35] but also with reduced severity of anxiety and depression [
35]. It is an important determinant of the well-being of informal caregivers and may protect them from high levels of psychological distress and caregiver burden [
36]. By measuring the sense of coherence, we can identify areas for support and intervention, enhance their psychological well-being, and develop strategies to strengthen their ability to manage stress and maintain a sense of purpose in their caregiving role. This measurement is essential for promoting caregivers' overall resilience.
However, the quality of life and these health determinants have rarely been compared between older informal caregivers and the general older population. The aim of this study is therefore to fill this gap by assessing the quality of life and the health determinants of older informal caregivers and by comparing their profile with those of their peers.
2. Methods
2.1. Study design
This is an online survey carried out between August and October 2022 using the «Sondage Online» software. The protocol of this study has been approved by the hospital-faculty ethics committee of the XXXX (number XXXX).
2.2. Study population
All people aged 65 years and over were invited to participate in the survey. No exclusion criteria were defined. Participants were recruited via social networks (posting the link to the online survey on the co-authors' social media) and via neurologic and geriatric consultation at the CHU XXX. In addition, during the special week dedicated to informal caregivers (October 10 to 14th 2022) in Belgium, we went to various events dedicated to informal caregivers to invite them to participate to our survey. In fact, we participated in a discussion group (Heusy, Belgium), a “café aidant-proche” organized by the “ligue Alzheimer” (Huy, Belgium), a day of support, help and advice for informal caregivers with interactive show (Fléron, Belgium), an online information session organized by “Le Réseau Santé Bruxellois”. A convenience sample was therefore selected.
2.3. Data collected
For this study, a self-administered questionnaire was developed by our team (i.e. including experts from different fields: geriatricians, psychologists, physical activity and public health specialists). All the questions developed were closed questions with the possibility to give another open answer. This survey also included some validated questionnaires (SF-12, IPAQ, HLS-EU-Q 16and SOC-13). The survey was pre-tested with 10 community- dwelling older adults to ensure that the questions were well understood and easy to answer. The survey was designed to investigate the health determinants of people aged 65 years and over, and in particular for informal caregivers. Other variables related to caregivers were also collected as described below.
Socio-demographic data
Age, sex, body mass index (BMI), country, marital status (i.e. married, bachelor, widower, divorced/separated), place of residence (i.e. house, apartment, residence), number of people living with the respondent, highest level of education (i.e. university, higher education, upper secondary education, lower secondary education, primary education, none), monthly household income, smoker (i.e. yes or no), number of alcoholic drinks per day, number of chronic diseases, number of medicines taken per day, number of vitamins or food supplements taken per day were collected to characterize the population sample.
2.4. Informal caregivers
In order to identify informal caregivers, the following question was asked: «Do you regularly help a person with a loss of autonomy (i.e. a person who is unable to perform alone certain activities of daily living)?»
Those who answered «yes» to this question were asked to answer questions about the help provided: who is the care-receiver (i.e. the spouse, a parent/grandparent, a child, a friend, a neighbour, other); whether you live with the care-receiver or the distance between the care-receiver’s home and the informal caregiver’s home; age of the care-receiver; tasks performed to support the care-receiver (i.e. basic needs, meals, housekeeping, laundry, budget management, administrative management, medication management, work, hobbies, relationships, transportation, supervision); what is the care-receiver suffering from (i.e. physical difficulties, mental difficulties, both); time spent per week with the care-receiver; personal motivations to support the care-receiver (i.e. Love/ affection/ friendship, recognition, the challenge, the obligation, keeping a promise, the duty, religious beliefs, financial constraints, other); is the respondent the only one caring for this person? All these questions were closed questions. In addition, the Zarit scale which measured the caregivers Burden were also questioned [
37].This questionnaire included 22 items and the total score ranged from 0 to 88 (0-21: no to mild burden; 21-40: mild to moderate burden; 41-60: moderate to severe burden; ≥ 61: severe burden) [
37].
2.4.1. Quality of life
The validated «Short-Form-12» (SF-12) questionnaire was also used to assess the quality of life [
38]. The SF-12 is a self-reported outcome that assesses the impact of health on an individual's daily life. The SF-12 uses the following eight domains: (1) limitations in physical activities due to health problems; (2) limitations in social activities due to physical or emotional problems; (3) limitations in usual role activities because of physical health problems; (4) bodily pain; (5) general mental health (psychological distress and well-being); (6) limitations in usual role activities due to emotional problems; (7) vitality (energy and fatigue); (8) general health perceptions. An algorithm calculates one score out of 100 for the physical score and another one for the mental score [
38]. A higher score indicates a better quality of life.
2.4.2. Access to technologies
Participants were asked about their frequency of internet use, ownership of connected devices (i.e. smartphone, tablet, laptop, computer), use of messaging and video calling applications (e.g. Messenger, WhatsApp, Skype, Facetime, …) but also about the use of physical activity applications to measure the level of physical activity (e.g. number of steps, calories burned, number of km travelled, …).
2.4.3. Level of physical activity
The validated short version (7 questions) of the «International Physical Activity Questionnaire» (IPAQ) was used [
39]. This questionnaire assesses total physical activity and sedentary time over the past seven days. The questionnaire covers vigorous activity, moderate activity, walking, and sitting (sedentary time), whether during leisure activities, at work, in daily life or during transport. The questionnaire classifies the subject into 3 levels of activity: inactive, moderate, and vigorous [
39]. The score is expressed as METs (Metabolic Equivalent of Task) minute/week.
2.4.4. Physical activity preferences
In order to create a specific and adapted physical activity offer, the physical activity preferences of the participants were asked using the following questions:
«How many days a week would you be willing to be physically active?», «How long do you think a physical activity session should last?» «Do you prefer to do physical activity: alone, with your partner, with a friend/family member, in group», «Do you prefer to do physical activity: outdoors, in a sports facility, at home», «what type of physical activity do you prefer?», «facilitators of physical activity» and «barriers to physical activity». All these questions were closed questions with the possibility to give another open answer.
To also assess preferences for online physical activity, participants were asked the following questions: « Would you be willing to follow an online physical activity program over the Internet?», «Would you be willing to follow an online physical activity programme using pre-recorded videos?», «Would you be willing to follow an online physical activity programme in live, with a coach?», «How many days per week would you be willing to participate in an online physical activity program?», «How long do you think an online physical activity session should last?», «What type of online physical activity program would you be willing to participate in?», «facilitators of online physical activity»,«barriers of online physical activity». All these questions were closed questions with the possibility to give another open answer.
2.4.5. Subjective age and age of becoming young or old
Participants were asked to report how old they felt in years. We calculated the discrepancy between subjective age and chronological age (discrepancy age = subjective age − chronological age). A positive value indicates an older subjective age and a negative value indicates a youthful subjective age. In fact, feeling older or younger is an expression of subjective age [
40,
41].
Moreover, in order to assess participant’ views on which periods of life correspond to youth and old age, they were asked to be specific (in age): “at what age does a person stop being young” (end of youth) and “at what age does a person become old” (beginning of old age) [
41,
42].
2.4.6. Health literacy
Comprehensive health literacy was measured using the validated HLS-EU-Q 16questionnaire [
43]. Each question of the HLS-EU-Q16 was answered by selecting one of the available options: «very difficult», «difficult», «fairly easy» and «very easy». The original version of the HLS-EU-Q16 measures health literacy in three domains: health care (seven items), disease prevention (five items) and health promotion (four items). Each of the 16 questions was coded as follow: «very difficult»/«fairly difficult» = 0, «fairly easy»/«very easy» = 1). The total score (0 to 16 points) was divided into three categories of Health Literacy: «likely inadequate» (0–8 points), «likely problematic» (9–12 points) and «likely sufficient» (13–points) [
44].
2.4.7. Sense of coherence
The validated SOC-13 scale was used to assess the sense of coherence [
45]; defined as a permanent and reliable feeling of confidence [
34]. It consists of some items in the following subscales: Comprehensibility (understanding life event- 5 items), Manageability (feeling you can cope-4 items), and Meaningfulness (life make sense-4 items). The final score of the scale for each participant score includes a reverse score of questions 1, 2, 3, 7 and 10 (where score 7 = 1, 6 = 2, 5 = 3, 4 = 4, 3 = 5, 2 = 6 and 1 = 7). The score ranges from 13 to 91 points, with higher total scores indicating a greater sense of coherence [
45].
2.5. Statistical analysis
Data were expressed as mean and standard deviation for continuous variables and as number and percentage for categorical variables. Normality of the variables was tested using the Shapiro-wilk test, comparison between means and medians and Q-plot. Analyses were performed on all data available for each question. Analyses of variance and Chi- square (or Wilcoxon for non-parametric variables) tests were used to compare variables between informal caregivers and their peers. Results were statistically significant at the 5% critical level (p < 0.05). All calculations were carried out using RStudio.
4. Discussion
The present survey aimed to better understand the health determinants of the informal caregivers aged 65 years and over compared to those of their peers.
First, the results suggest that the mental component score of quality of life is lower among older informal caregivers than among their peers. This suggests that informal caregivers may experience more stress, concerns, and emotional difficulties related to their caregiving role, which can have a negative impact on their overall well-being. This is consistent with a recent systematic review in which quality-of-life data indicated that a large proportion of informal caregivers experienced clinical levels of anxiety (33%) or depression (12%-32%) [
46]. These figures are even higher among caregivers of people with mental disorders (e.g. dementia) [
47]. Another qualitative systematic review also concluded that being an informal caregiver has a significant impact on quality of life [
48]. It should be noted, however, that the studies included in these systematic reviews were not specific to older informal caregivers. Our study confirms the previous findings in the population of people aged 65 years and over. However, the results of a systematic review of longitudinal studies suggest a negative association between informal care and mental health in working-age adults [
49]. Moreover, the informal caregivers reported a severe burden which is associated with a risk for depressive symptoms and also associated with care cessation and nursing home admission of the care-receiver [
50].
We then found that access to technology is similar between informal caregivers and other older adults. Informal caregivers have comparable accessibility to technological devices such as computers, smartphones, or tablets, compared to other older adults who are not informal caregivers. According to our results, 80% of the informal caregivers use the internet every day and have a smartphone. This percentage is comparable to the findings reported by Shaffer et al. (77.5% of Internet users among the informal caregivers) [
26]. This is not surprising because Informal caregivers express a strong interest in technological innovations to support them in their caregiving role [
26]. Despite this, only one third of our respondents had ever used an application for physical activity, although a recent study demonstrated the feasibility, usability and acceptability of a novel digital health apps for informal caregivers to improve physical activity levels [
51].
Moreover, physical activity is also recognized as an important determinant of health [
52]. Our survey shows that most informal caregivers are inactive, and their levels of physical activity are much lower than those of their peers (with very significant differences). This suggests that the responsibilities and demands of caregiving may impede informal caregivers from engaging in regular physical activity. The substantial differences in physical activity levels highlight the potential negative impact of caregiving on the ability of informal caregivers to prioritize their own physical well-being. Caregiving duties may consume a significant amount of time and energy, leaving caregivers with limited opportunities to engage in physical activities or maintain an active lifestyle.The same finding was reported by Rokicka et al., who found that informal caregivers were generally more likely to allocate less time to physical activity, hobbies, and their social life [
53]. This can be explained by the fact that the role of informal caregiver is time consuming. Thus, the informal caregivers reduce the time spent on leisure and social activities, including physical activity, leading to more physical problems and reduced social well-being [
54]. Therefore, it seems necessary to propose a physical activity intervention for informal caregivers to reduce the public health problem of physical inactivity behaviour in this population. A systematic review of randomised controlled trials highlighted that physical activity interventions significantly improved mental health but had inconsistent effects on physical health in informal caregivers of older adults with chronic diseases [
55]. The inconsistent results can be explained, in particular, by the heterogeneity of the interventions proposed but also by the differences in the adherence rates to physical activity programs.
Our survey will help us to offer physical activity intervention that best meets the expectations of informal caregivers in an attempt to increase the adherence rate. Indeed, according to our survey, the physical activity should be delivered online using pre-recorded videos in order to address the main barriers to the practice of physical activity (i.e. lack of time, incompatibility of schedules, distance). The program should take place 2 times a week for 30 minutes and include mixed activities (i.e. cardiovascular, strengthening, body and mind activities). This kind of physical activity program has been tested in previous studies and showed encouraging results in older populations [
56,
57] and need to be confirmed in informal caregivers. The preferences of informal caregivers seems slightly different from those observed in other seniors (example: preference of pre-recorded videos compared to live videos in other seniors), which is explained by the time they devote to the care-receiver.
Another determinant of health in older adults examined in our study is ageism. In our study, informal caregivers, like their peers, feel younger than their chronological age. The finding indicates that informal caregivers may possess a positive self-perception of their age. This sound is important because feeling younger that one’s chronological age is associated with positive outcomes, whereas feeling older than one’s chronological age is associated with negative outcomes [
41,
58,
59]. Care should be taken when interpreting these data, as some authors find that the subjective age measure is a general concept and lacks information about the person’s actual experience of aging that underlies their perception [
58]. Our results are in line with those observed in the general population. In a Danish sample, people older than 25 years have a younger subjective age [
60]. More precisely, they feel 20% younger than their actual age (~10% in our population) [
60]. The difference (20% vs. 10%) can be explained by the fact that our sample is older. Recently, the subjective age was found to be 13.8years lower than chronological age among older adults (> 65 years) in Norway [
61]. This result is close to the one we obtained. It is important to note that feeling less young was associate with poorer intrinsic abilities (i.e. vitality and autonomy) in the Norwegian study [
61]. More precisely, in a German study, it was highlighted that the beginning of informal care was significantly associated with a better attitude towards old age, which seems consistent with our results. However in this study, the end of informal care was significantly associated with an increase in subjective age and an earlier onset of old age [
29].
Health literacy enables people to access, understand and evaluate health information. Health literacy is therefore an important determinant of health. In our population, the health literacy was borderline between «likely problematic» and «sufficient» (among informal caregivers and non-informal caregivers). Our results confirm those from a Portuguese study showing that health literacy among informal caregivers was mostly sufficient [
62]. According to the literature, female sex, older age and lower education were independent predictors of low health literacy [
32]. Personalised supports is needed for informal caregivers who are at high risk of low health literacy [
63].
The final health determinant examined in this study is the sense of coherence, which was comparable between informal caregivers and their peers. The finding suggests that, despite the additional responsibilities and challenges associated with caregiving, informal caregivers have a similar capacity to understand and manage stressful situations as their non-caregiver counterparts. To the best of our knowledges sense of coherence of informal caregivers is poorly understood. However, it is an important determinant because a strong sense of coherence is associated with good perceived health and quality of life whereas a weak sense of coherence is associated with caregiver burden and psychological distress, particularly depression and anxiety [
64].
The results of this survey should be interpreted with caution as the sample is not representative of all the older informal caregivers (lack of statistical power). In addition, the survey was conducted on a voluntary basis and mainly online. Therefore, there is a sampling bias. A recruitment bias is also acknowledged as we recruited participants during a special week dedicated to informal carers, so the study population may be healthier individuals if they could attend such events. Moreover, most of the respondents were Belgian. Then, the link of the online survey has been posted the co-authors' social media which could have led to a recruitment bias. Results may vary considerably from one country to another since the role of informal caregivers varies with culture and healthcare system (support). As only people aged 65 and over were included in our research, further studies are needed to assess the health of informal carers of working age. Then, not all health determinants were taken into account in this survey. For example, nutritional and diet status were not covered. A bias in the understanding of the questions is possible due to the online nature of the survey (absence of an investigator). Finally, this is a descriptive analysis and the relationship between health determinants has not been investigated due to the low number of informal caregivers.