Socioeconomic Status and Health

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Socioeconomic Status and Health An overview of the evidence for a connection between wealth and health Ottawa, August, 2006

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Socioeconomic Status and Health. An overview of the evidence for a connection between wealth and health Ottawa, August, 2006. Sections. Which indicators of “health” & wealth to use? Individual evidence for link between SES and health Comparisons between societies - PowerPoint PPT Presentation

Transcript of Socioeconomic Status and Health

Page 1: Socioeconomic Status and Health

Socioeconomic Status and Health

An overview of the evidencefor a connection

between wealth and health

Ottawa, August, 2006

Page 2: Socioeconomic Status and Health

Sections

• Which indicators of “health” & wealth to use?

• Individual evidence for link between SES and health– Comparisons between societies– Comparisons within societies (Britain, USA,

Canada)

• Societal level income inequality and health

Page 3: Socioeconomic Status and Health

Health Indicators• All-cause mortality

– Gives an overview; non-specific; doesn’t weight by age

• Infant mortality– Sensitive to socio-economic development & to medical

care

• PYLL– Selects causes; weights by age at death

• Morbidity indicators– Usually partial coverage; how available?

• QoL– Captures non-fatal outcomes; subjective (bias?)

Page 4: Socioeconomic Status and Health

Socioeconomic Indicators• No ideal indicator. Some options:

• Wealth– Income readily measurable (in most societies), but only covers part of

the picture; doesn’t apply well to elderly, to housewives, etc. Individual or family income? How to correct for family size?

• Occupation– Reasonably comparable across countries; may have direct relevance to

health (exposures, hazards); difficult to classify & score; doesn’t apply well to retired, housewives, children, etc.

• Education– May be driving force behind occupation and income; permanent &

unaffected by market fluctuations; applies to those not in labour force; established early in life so may not reflect subsequent changes

• Composite indicators– Blend of above; choice of weights for components is difficult.

Page 5: Socioeconomic Status and Health

1. Socioeconomic Status and Health

(1a) Comparisons Between Societies

Page 6: Socioeconomic Status and Health

Infant Mortality Rate, per Thousand, for 56

Countries, 1980

0

50

100

150

200

250

0 2000 4000 6000 8000 10000 12000 14000 16000

GNP per capita, 1980

IMR

Data source: World Bank Report, 1983

The Preston Curve (Preston SH. Population Studies 1975;29:231-248)Note the non-linearity of the relationship.

This becomes crucial in subsequent argumentsas we compare individual and aggregate statistics

Page 7: Socioeconomic Status and Health

Infant Mortality Rates in 56 Countries,

by GNP Per Capita, 1996

0

50

100

150

200

0 5000 10000 15000 20000 25000 30000 35000 40000

GNP per Capita

IMR

Source: 1998 World Bank Report

Sixteen years later: have things changed?

As before, the health of the rich is not much affected by changes in income, so transfers from rich to poor would improve overall health.

Hence, poverty is important in poor countries and the equity of income distribution is important in richer countries.

Page 8: Socioeconomic Status and Health

Will throwing money at it help? Expenditures & Health Outcomes

The link between nationalhealth care spendingand level of health is

curvilinear.Among poor countries,expenditures quickly

reduce infant mortalityand this greatly extends average life expectancy.

But once infant mortality islow, increasing expenditures

have less effect.

So, will paying doctors more make them work harder, or will they say “Thanks!” and go play golf?

Is life expectancy the best health indicator? What would you suggest?

Compare Cuba with the US.How does Cuba do it?

Page 9: Socioeconomic Status and Health

(1b) Inequalities Within Societies

(i) Data from Britain, where most

of the analyses began.

Consider mortality in ages 15 – 64,

i.e. adult, but premature mortality

Page 10: Socioeconomic Status and Health

Have things improved? Certainly!

0

5

10

15

20

25

1841 1851 1861 1871 1881 1891 1901 1911 1921 1931 1941 1951 1961 1971 1981

Source: Townsend P, Davidson N. Inequalities in health: the Black Report. Penguin books, 1992

Standardized mortality rates, England and Wales, 1841 to 1971

Males

Females

Page 11: Socioeconomic Status and Health

However: there are major inequities. An early example: the Black Report

Occupational class Men Women Ratio M / F

I Professional 3.98 2.15 1.85

II Intermediate 5.54 2.85 1.94

IIIN Skilled Non-manual 5.80 2.76 1.96

IIIM Skilled Manual 6.08 3.41 1.78

IV Partly Skilled 7.96 4.27 1.87

V Unskilled 9.88 5.31 1.86

Ratio V / I 2.5 2.5

Age-Standardized Mortality Rates per 1,000 at Ages 15 to 64by Occupational Class, United Kingdom, 1971

Source: Townsend P, Davidson N. Inequalities in health: the Black Report. Penguin books, 1992

Page 12: Socioeconomic Status and Health

Life expectancy in England and Wales, by social class, 1972-76 and 1992-96

Males Females

Class 1972-76 1992-96 1972-76 1992-96

I 72.0 77.7 79.2 83.4

II 71.7 75.8 77.0 81.1

III non-man. 69.5 75.0 78.0 80.4

III manual 69.8 73.5 75.1 78.8

IV 68.4 72.6 75.0 77.7

V 66.5 68.2 73.9 77.0Difference I-V 5.5 9.5 5.3 6.4

Source: Marmot M. Perspec Biol Med 2003; 46 (Suppl 3): Table 1

Page 13: Socioeconomic Status and Health

The Side-effects of Success:Mortality from cardiovascular disease,

England and Wales

0

100

200

300

Professional Managerial Non-man. Manual Partly skilled Unskilled

1971 1991

• In 1971, cardiovascular disease showed relatively little SES gradient. • By 1991, a strong gradient had appeared, due to the differential

success in prevention across the occupational categories. There was almost no reduction in mortality among unskilled people, but people in the professional category had reduced their mortality risk to one-third.

• So, much of the SES gradient we see today results from differential access to, and uptake of, preventive care across social groups.

Page 14: Socioeconomic Status and Health

The effect holds for both sexes:SMR by Occupational Class for Ages 15

to 64, England & Wales, 1970-72

0

20

40

60

80

100

120

140

160

SMR

Male Female

IIIIIInIIImIVV

Page 15: Socioeconomic Status and Health

And for many individual causes of death: Respiratory Deaths for Ages 15-64 by

Occupational Class,England & Wales, 1970-72

020406080

100120140160180200

SMR

Male Female

IIIIIInIIImIVV

Page 16: Socioeconomic Status and Health

And also among children All-cause SMRs (ages 0 – 14) by occupational

class, England & Wales, 1970-72

0

20

40

60

80

100

120

140

160

SMR

Male Female

IIIIIInIIImIVV

Page 17: Socioeconomic Status and Health

Most of the Effect Lies at Low Income Levels:

Earnings and SMRs (UK, 1970)

50

70

90

110

130

150

170

190

10 30 50 70

1970 Earnings: Pounds per Week

Source: Wilkinson: Class and Health,1986: pg. 110

SMR

Page 18: Socioeconomic Status and Health

Is it only premature mortality that shows a social gradient?

SMRs by occupational class and age at death. England & Wales, 1981-83

0

20

40

60

80

100

120

25-64 65-74 75+

I & IIIV & V

Occupationalclass

Age at death

Source: Whitehead M. The Health Divide, table 11. Penguin books, 1992.

The class gradientcontinues up to include deaths

at old age

Page 19: Socioeconomic Status and Health

And disparities appear to be increasing…Trends in SMRs over Timein UK Men Aged 15 - 64

0

20

40

60

80

100

120

140

160

180

1931 1951 1961 1971 1981

IntermediateProfessional

Unskilled

Partly SkilledSkilled Manual

Source: Wilkinson RG: Class and Health. London, Tavistock, 1986: Table 1.1

Page 20: Socioeconomic Status and Health

The effect occurs from birth:Perinatal Death Rates (up to day 7) by

Occupational Class: England & Wales, 1970-79

0

5

10

15

20

25

30

35

1971 1975 1979

Class I

Class V

Source: Wilkinson RG: Class and Health. London, Tavistock, 1986: Table 6.8

Page 21: Socioeconomic Status and Health

Postneonatal Death Rates (28 days-1yr.) by Social Class: England & Wales, 1970-79

0123456789

1011121314

1971 1975 1979

S.C. I

S.C. V

Source: Wilkinson RG: Class and Health. London, Tavistock, 1986: Table 6.7

Page 22: Socioeconomic Status and Health

Whitehall 2 Cohort Study: Mortality Trends over Time in Men Initially Aged 40-64

0

5

10

15

20

25

30

35

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17

Administrative

“Other”

Clerical

Source: Marmot et al. Lancet 1991;337:1387-1393

Professional& Executive

Cumulative Probabilityof death (per cent)

Year of follow-up

Page 23: Socioeconomic Status and Health

Potential Years of Life Lost (All Causes) England & Wales, 1971 – 1991

Message: there are two-fold differences in mortality rates across occupational groups. The deficit occurs mainly from the lowest class. While overall mortality rates have

fallen over the 20 years, the inequality has remained.

0

20

40

60

80

100

120

1971 1981 1991

OccupationalClass

V

IVIII

III

Page 24: Socioeconomic Status and Health

Potential Years of Life Lost (Accidents & Violence). England & Wales, 1971 - 1991

0

5

10

15

20

25

30

1971 1981 1991

SocialClass

V

IVIIIIII

Page 25: Socioeconomic Status and Health

• The Black Report was published in 1980 and, despite government attempts to hide it, produced significant reactions

• For example, the British Health Education Council published The Health Divide in 1988. It focused on ‘inequities’ (inequalities perceived as being unfair)

• Other countries in Europe began to investigate whether they, too, experienced health disparities. Many countries reported to the WHO that health disparities increased during the 1980s.

• This shifted health disparities up the political agenda• Marmot (2003): “The point I wish to draw out of these

figures is that if the life expectancy gap can increase, it can, in principle, decrease. If we think this is a problem worth tackling, the challenge is to understand the reasons for the social gradient in order to do something about it.”

Page 26: Socioeconomic Status and Health

(ii) Data from Canada, where Statistics Canada began to

take notice in the 1990s

Page 27: Socioeconomic Status and Health

Crude and age- standardized mortality rates, Canada, 1920-2000

0

2

4

6

8

10

12

14

StandardizedCrude

Deaths per 1000 population

Page 28: Socioeconomic Status and Health

Age-standardized mortality rates from cardiovascular disease, Canada, 1951-1995

0

100

200

300

400

500

600

700

MalesFemales

Deaths per 100,000 population

Page 29: Socioeconomic Status and Health

Deaths avoided due to declining death rates in Canada: Numbers of deaths that would have occurred in 1989 if 1971 rates had

applied.

Age Males Females Total

< 1 2,336 1,680 4,016 1 - 14 896 599 1,49515 - 34 1,373 822 2,19535 - 54 5,547 2,597 8,14455 - 74 12,265 7,238 19,503 75 + 5,707 12,037 17,744Totals 28,124 24,973 53,097

Page 30: Socioeconomic Status and Health

Life expectancy at birth by age and sex, Canada, 1921-2000

50

55

60

65

70

75

80

85

FemalesMales

Life expectancy(years)

Page 31: Socioeconomic Status and Health

So, what about Social Class?Life Expectancy at Birth, Canada, 1971 and 1986

60

65

70

75

80

85

1 2 3 4 5

Years

Females, 1986

Females, 1971

Males, 1986

Males, 1971

(High) Income Quintiles (Low)

Page 32: Socioeconomic Status and Health

40

42

44

46

48

50

52

54

56

58

60

62

1 2 3 4 5 1 2 3 4 5 Income adequacy quintiles

Men

Women

Remaining life expectancy at age 25 in Canada by sex and income quintile,non-institutionalized population, 1991 to 2001

Page 33: Socioeconomic Status and Health

Life expectancy at birth, by income quintile, urban Canada, 1971 & 1986

686970717273747576777879

1 2 3 4 5

19711986

• Income classified by proportion of census tract falling below Stats Canada low income threshold

• Quintiles within each CMA

• Apparently, gradient leveled somewhat by 1986

• Wilkins et al. Health Reports 1988;1:137

High Low

Page 34: Socioeconomic Status and Health

Cumulative fetal and infant mortality by weeks since beginning of pregnancy, by maternal education,

Québec, 1990-91

0

2

4

6

8

10

12

16 21 26 31 36 41 46 51 56 61 66 71 76 81

0-10 yrseducation

11 yrs

12-13 yrs

14+ yrs

Weeks since beginning of pregnancy

Per 1000 total births

Page 35: Socioeconomic Status and Health

Infant Mortality by quintiles of wealth, Canada 1971 - 1996

0

2

4

6

8

10

12

14

16

18

20

1971 1976 1981 1986 1991 1996

Q1 - Richest

Q2

Q3

Q4

Q5 - Poorest

per 1,000

Source; Russ Wilkins, “Socioeconomic inequality in health outcomes.”Statistics Canada, 2003

Page 36: Socioeconomic Status and Health

Potentially Modifiable Mortality

0 20 40

%

OtherCongenitalPerinatalCirculatoryAccidentsNeoplasms

• Potential years of life lost, Canada 1986, prior to age 75

• Includes infant deaths• For each cause they

subtracted rates in quintile 1 from other quintiles. The result is expressed as a percentage: how much improvement would occur if everyone had the rate in the highest income quintile?

Page 37: Socioeconomic Status and Health

Diminishing Disparities in Infant Mortality, Canada 1971 - 1996

Poor-Rich Total-RichExcess

Year RD RR RD RR Deaths

• 1971 9.8 1.97 4.8 1.47 2028

• 1986 4.8 1.82 1.7 1.29 666

• 1991 2.9 1.64 1.3 1.29 577

• 1996 2.6 1.67 1.3 1.33 513RD = difference in infant mortality rates between rich and poor; RR = ratio of mortality rates, poor : rich;Excess deaths = number of deaths that would have been avoided had death rates for rich applied to all deaths

Source: Russ Wilkins, “Socioeconomic inequality in health outcomes”, 2003

Page 38: Socioeconomic Status and Health

Low Income and Low Birth Weight Ottawa Area, 1991

2

4

6

8

10

0102030

Vanier

OttawaGloucester

Kanata

Percentage of Families Below Low Income Cutoff

% Ratesof LowBirthWeight,1990-92

(Ross & Wolfson, Statistics Canada)

Nepean

Page 39: Socioeconomic Status and Health

The Barker hypothesis. Why is birth weight important?Death rates from IHD by birth weight (n = 15,726)

0

20

40

60

80

100

120

<2.5 3 3.4 3.9 4.3 >4.3

Source: Barker DJP et al. Weight in infancy and death from ischaemic heart disease. Lancet 1989;I:577-580

Birthweight (kg)

Death

Rate

Page 40: Socioeconomic Status and Health

Examples of associations between SES indicators: Income and School Achievement

Eastern Ontario, 1996-97

0

10

20

30

40

50

010203040

Vanier

Ottawa

Kingston

Gloucester

Kanata

Percentage of Families Below Low Income Cutoff

% ofchildrenscoringbelow Ontariostandards

(Educational Quality Assurance Office of Ontario)`

Cornwall

Page 41: Socioeconomic Status and Health

Prevalence of obesity among women, by SES and by SES of parents

0

5

10

15

20

25

30

35

Low Medium High

Own SESSES of origin

Source: Goldblatt PB et al. Social factors in obesity. JAMA 1965;192:1039-1044.

Socioeconomic status

Prevalence%

(N in each group ranges from 291 to 362)

Note that both obesity, and improvement in obesity, are related to SES. Lower SES women are more often obese than their parents; higher SES slightly less obese

Page 42: Socioeconomic Status and Health

Prevalence of high blood pressure, high cholesterol and obesity, Canada, 1986-92, by

educational level

42

33

22

29

14

18

22

1014

0

5

10

15

20

25

30

35

40

45

Hi BP Hi Chol BMI > 27

0 - 11

12 - 15

16 +

Source: Federal Task force on Population Health, 1996

Years of Education

Percentage

Page 43: Socioeconomic Status and Health

Prevalence of Activity Limitation (ages 15+), Canada, 1991

79

13

19

25

0

5

10

15

20

25

30

1 2 3 4 5

Percentage

(High) Income Quintiles (Low)

Statistics Canada. Report of 1991GSS.

Page 44: Socioeconomic Status and Health

(iii) U.S.A.

Page 45: Socioeconomic Status and Health

0

0.0002

0.0004

0.0006

0.0008

0.001

0.0012

0.0014

0.0016

0.0018

0.002

0 10 20 30 40 50 60 70

Males

Females

Source: Deaton A. Health, inequality and economic development www2.cid.harvard.edu/cidmh/wg1_paper3.pdf

The effect of income is much greater among poor people. Data from U.S. National Longitudinal Mortality Survey (1980-1990)

(graph based on a logit model of the data)

Family Income in 1980 $

10-year age-adjusted probability of dying

Page 46: Socioeconomic Status and Health

And race has a greater effect among the poor:Life Expectancy at age 45 by Family Income, Race and Sex.

United States, averaged over 1979-89

20

25

30

35

40

White FemalesBlack FemalesWhite MalesBlack Males

<$10,000 $10,000- $15,000- 25,000+ $14,999 $24,999

Family Income

Life

Exp

ect

an

cy a

t ag

e 4

5

Source: GA Kaplan et al. In: Promoting Health: Intervention Strategies from Social and Behavioral Research. Institute of Medicine, 2000, page 40

Page 47: Socioeconomic Status and Health

Low Birth weight, by Education and Race / Ethnicity, United States, 1996

0

2

4

6

8

10

12

14

16

18

20

< 121213-1516+

White Black Hispanic Native AsianLow

Bir

thw

eig

ht

per

1,0

00

Liv

e B

irth

s

Years of Education

Source: GA Kaplan et al. In: Promoting Health: Intervention Strategies from Social and Behavioral Research. Institute of Medicine, 2000, page 44

Page 48: Socioeconomic Status and Health

Mortality by family income, MRFIT

0

0.5

1

1.5

2

2.5

RR

<7.5 10 15 20 25 30

Annual family income in thousands of US dollars

Page 49: Socioeconomic Status and Health

2. Income Inequality and Health

Hypothesis since late 1970s – Rodgers, Flegg and others. Mortality rises with range of incomes (Gini coefficient) seen

in societies.

The Wilkinson Hypothesis (1990s): for defined geographical areas, mortality rises with the level of disparity

in incomes.

Corollary: occupation and education gradients in health do not occur in societies with low income disparities.

As countries become wealthier and move through the epidemiologic transition, the leading cause of differences in

mortality changes from material deprivation to social disadvantage.

Material deprivation provokes poverty and infectious disease; social disadvantage provokes stress and chronic

disease.

Page 50: Socioeconomic Status and Health

One measure of Income Inequality: Gini Coefficient

• L(s) lies below line of equality when income inequality favours the rich

• Gini coefficient is twice the area between the curve and the line of equality

• It is about 0.32 for Canada (2006)

% of income

% of population

L(s)

0 100

100

Page 51: Socioeconomic Status and Health

Source: Wikipedia http://en.wikipedia.org/wiki/File:Gini_Coefficient_World_CIA_Report_2009.png

(2 a) Comparisons Across Countries

Gini coefficients for the World

Page 52: Socioeconomic Status and Health

2.00

3.00

4.00

5.00

6.00

7.00

8.00

3.00 4.00 5.00 6.00 7.00 8.00 9.00 10.00

Income Inequality

Infa

nt M

orta

lity

SwedenJapan

Finland NorwaySpainFranceGermany

NLAustriaBelgium

DKCH Greece

Canada

Ireland NZ

Is UK

Australia

Portugal

USA

Singapore

CH–Switzerland DK–Denmark Is–Israel NL-Netherlands NZ–New ZealandUK–United Kingdom USA-United States of America

Income Inequality and Infant Mortality in 23 selected wealthy countries (Data from Equality Trust www.equalitytrust.org.uk)

(r = 0.4)

Page 53: Socioeconomic Status and Health

Income Inequality and Life Expectancy in 23 selected wealthy countries (Data from Equality Trust www.equalitytrust.org.uk)

CH–Switzerland D–Germany Is–Israel NL-Netherlands NZ–New ZealandUK–United Kingdom USA-United States of America

75.00

76.00

77.00

78.00

79.00

80.00

81.00

82.00

3.00 4.00 5.00 6.00 7.00 8.00 9.00 10.00

Income Inequality

Life

Exp

ecta

ncy

Japan

Sweden

Finland

NorwayD

BelgiumSpain

Austria

Canada

NL

CHF

Denmark

Greece

Ireland

Australia

Portugal

USA

Singapore

IsItaly

UKNZ

(r = –0.4)

Page 54: Socioeconomic Status and Health

Income Inequality and self-reported “mental illness” (in previous 12 months) in 12 wealthy countries

(Data from Equality Trust www.equalitytrust.org.uk)

5.00

10.00

15.00

20.00

25.00

30.00

3.00 4.00 5.00 6.00 7.00 8.00 9.00 10.00

Income Inequality

Per

cent

age

repo

rtin

g M

enta

l Ill

ness

(las

t 12

mon

ths)

Japan

Belgium

Canada

USA

Italy

UK

France

New Zealand

Australia

Netherlands

SpainGermany

(r = 0.73)

Page 55: Socioeconomic Status and Health

Income Inequality

Ind

ex o

f S

oci

al P

rob

lem

sIncome Inequality and Index of Social Problems

in 21 wealthy countries (Data from Equality Trust www.equalitytrust.org.uk)

Worse

Better

Low High

SwedenNorway

SpainAustria

SwitzerlandDenmark

GreeceIreland

Australia

Portugal

USA

UK

New Zealand

ItalyFranceCanadaD

NLBelgiumFinland

Japan D-Germany NL-Netherlands

Index of social problems: Life expectancy; Mental illness; Level of trust; Obesity rates; Children’s educational performance; Teenage births; Homicides; Imprisonment rates; Social mobility.

Page 56: Socioeconomic Status and Health

430.00

450.00

470.00

490.00

510.00

530.00

550.00

3.00 4.00 5.00 6.00 7.00 8.00 9.00

Ave

rag

e M

ath

an

d L

iter

acy

Sco

res

Income Inequality

Income Inequality and Educational Attainment in 22 wealthy countries

(Data from Equality Trust www.equalitytrust.org.uk)

Lower

Higher

Low High

SwedenNorway

SpainAustria

CHDK

Greece

Ireland

Australia

Portugal

USA

•UKNZ

Italy

France

Canada

D

NLBelgium

Finland

CH = Switzerland; D = Germany; DK = Denmark; NZ = New Zealand; UK = United Kingdom

Japan

Israelr = -0.45

Page 57: Socioeconomic Status and Health

Life Expectancy and Income Inequality, 1970

70

71

72

73

74

75

26 31 36 41

NL

SwedenNorway

Canada

UK

Japan

Australia

USAW.Germany

Spain

France

Gini coefficients of inequality of distribution of income, standardized for household size

More equal Less equal

Life expectancy(M & Fcombined)

Adapted from Wilkinson R. Unhealthy societies: the afflictions of inequality. London, Routledge, 1996, p 84.

r = -0.81

Page 58: Socioeconomic Status and Health

Income Inequality and Life Expectancy, 1981

72

73

74

75

76

77

44 45 46 47 48 49 50 51Percentage of income received by least well-off 70% of

families

Lif

e E

xpec

tan

cy a

t B

irth

, 198

1

W. Germany

USAUK

Australia Canada

NL

Switzerland Sweden

Norway

r = 0.86

Page 59: Socioeconomic Status and Health

Occupational Class Differences in IMR in England & Wales, Compared to Sweden

0

2

4

6

8

10

12

14

16

I II IIIN IIIM IV V Singleparents

Sweden

England& Wales

Deaths per 1000live births

Note: Income inequality is substantially higher in Britain than in Sweden

Source: R. Wilkinson. Unhealthy societies: the afflictions of inequality. Routledge, 1996

Page 60: Socioeconomic Status and Health

Changes in the Dispersion of Income, 1980 - 1991

0.9

0.95

1

1.05

1.1

1.15

1.2

1.25

1.3

1.35

1980 1991

United Kingdom

United States

CanadaAustraliaJapan

AustriaFranceDenmark, SwedenGermany Norway

Note: the chart shows the ratio of the earnings of someone at the 90th centile of income to the earnings of someone at the 10th centile, artificially set at

1 for 1980. Source: OECD

Page 61: Socioeconomic Status and Health

Some difficulties in nation-level studies• Lack of good quality international data, collected in

consistent manner in different countries. E.g., in some studies Sweden is rated very egalitarian, in others less so than Britain!

• Results seem to vary according to era from which data taken

• Failures to replicate. Mellor & Milyo found that controlling for education removes effect (for infant mortality). Judge et al found correlation of -0.17 (n.s.). Snowdon shows alternatives for most of the Equality Trust graphs that reduce or remove the associations.

• General conclusion: income inequality does not appear to drive overall mortality in industrial countries; may do so for infant mortality. This theory may have outlived its usefulness.

Page 62: Socioeconomic Status and Health

2 (b) Comparisons Within Countries

These appear to avoid some of the difficulties in cross-national comparisons: data are usually collected by a single agency (e.g.,

Statistics Canada)Income data usually collected via the census (rather than surveys). Correlation usually found; lots of replications. Usually around 0.7

(i.e. ‘explains’ half of the difference between areas). Wagstaff: “The first point to emerge from these studies is that they

all confirm that income inequality is strongly associated with mortality, even after controlling for the average level of

community income.” (Annu Rev Public Health 2000;21:554)

Page 63: Socioeconomic Status and Health

Illustration of Within-Country Results: Inequality and the log-odds of mortality. U.S., 1990

Source: Deaton A. Health, inequality and economic developmenthttp://www.cmhealth.org/docs/wg1_paper3.pdf

Page 64: Socioeconomic Status and Health

Questions & Concerns• Data are pooled across ethnic (etc) groups: presumably income

inequality is a proxy for various other factors. As you focus down onto selected groups the association (not surprisingly?) is reduced. So, if the effect comes from inequality between groups (e.g., blacks & whites in the US), is this merely a proxy for race, and does income inequality have no direct effect?

• There is an issue of scale – what inequality should we use when analysing individual data (country level, state level, community or neighbourhood level?) What is the person’s reference point?

• Individual-level analyses generally show very modest inequality effects (RR 1.2, etc)

• General conclusion is that health is an increasing, nonlinear function of absolute income

• So, there may be no direct effect of income inequality at all, but race, geography, social support services, or …?

Page 65: Socioeconomic Status and Health

Categories of Explanation (course topic 2)

1. Theories that explain the pattern of relationships between SES and health – cf. the economic literature (e.g., Wagstaff, below). “What form does it take?”

2. Theories of mechanisms for the link – e.g., lifestyles, genetics, access to care. “How does it work?”

3. Theories on determinants of the relationship – the field of population health. “Why does it arise?”

Page 66: Socioeconomic Status and Health

The concave income-health relationship explanation

Income

Health

μB B+$100 A-$100 A

The blue line shows the concave relationshipof income and health

Two people: A and B. Mean income μ.

Their aggregate health is represented by the green line.

Redistribute $100 from A to B (dotted arrows),reducing income inequity. μ stays the same.

Average health now shown by red line.

See, e.g., Wagstaff and van Doorslaer. Annual Review of Public Health 2000; 21: 543.

Page 67: Socioeconomic Status and Health

Relative or Absolute Income?

• In very poor places, it is logical that there is a minimum income required for basic amenities.

• But in richer places does health reflect absolute wealth, or relative?

• Marmot, 2003: The GNP in Costa Rica is about $2,000 per person; life expectancy for men is 74 years. Among black men in the U.S., mean income is around $26,000 and life expectancy is 66. Adjusting for different buying power brings the Costa Rica figure to about $6,000 per person, still one-quarter of the US figure.

Page 68: Socioeconomic Status and Health

(continued)

• A consistent finding is that within countries or states, individual health is related to individual income, but comparing between states average health is independent of average income, but is negatively related to income inequality. I.e., it depends on which comparison you are making (within or across places)

• Wilkinson noted “Mortality is associated with relative income. Someone with an absolute income that equals half of the US average income might do better to be moderately well off in Greece or Spain than poor in the US” (BMJ 1998; 316: 1611) and “health is powerfully affected by social position”

• “Relative inequality in income may correspond to absolute discrimination and social exclusion.” (Marmot, Perspec Biol Med 2003;46 (suppl 3):S17).

Page 69: Socioeconomic Status and Health

Wagstaff & van Doorslaer’s hypotheses

• Economic perspective: what is the main driver in the relationship?– Absolute income hypothesis– Relative income– Deprivation hypothesis– Relative position – Income inequality

• Conclusion: it depends very much whether you are explaining individual health, or community, or population health patterns– Annual Review of Public Health 2000;21:543

Page 70: Socioeconomic Status and Health

The poverty explanation for the link between income inequality and health

Poverty line

Population A Population B

Mean income

Population A shows a narrow spread of incomes:little income inequality.No-one falls below the poverty lineand health is reasonably good

Population B shows a much wider spread of incomes: high income inequality. Substantial numbers of people fall below the poverty line andaccordingly their health suffers, pulling the average health statistics downward

Two populations, equal in mean income, but different in levels of income inequality

Page 71: Socioeconomic Status and Health

Deaton’s presentation of relative income.

Income

Health

Group 1

Group 2

Two groups differ in average income, and within each group health rises with income (solid sloping lines). But they have equal average health (the ellipses are the same vertical height). However, when you combine the two groups, increasing income inequality, the association between health and income is reduced (dotted line). Hence, within each group, relative income is more important than absolute income, but combining groups income inequality becomes more significant.

LowSource: Deaton A. Health, inequality & economic development www2.cid.harvard.edu/cidmh/wg1_paper3.pdf

Page 72: Socioeconomic Status and Health

Interrelated processes: the challenge of young parenthood changes over time.

Difference between family income of parents and overall median income, by age of mother

-25000

-20000

-15000

-10000

-5000

0

5000

10000

15000

20000

1971 1996

<2525-3030-35> 35

$

Age

Source: C. Lochhead. ISUMA 2000;1:41-44. (www.isuma.net/v01n02/index.htm)

Page 73: Socioeconomic Status and Health

Is it the indicator of Class?

• Goldblatt (1990) compared professional men living in their own home and who had access to a car (SMR = 67) to all men who lacked access to a car and lived in rented accommodation (SMR = 123). This gradient similar to that based on the occupational classification

• Other studies (Carstairs; Townsend) used area-based indicators of social and material deprivation. Consistent relationship found with health indicators.

Page 74: Socioeconomic Status and Health

Here an index of deprivation is based on nine variables. Life Expectancy at Birth, by deprivation decile & gender. New

Zealand, 1995-97

60

65

70

75

80

85

1 2 3 4 5 6 7 8 9 10

MalesFemales

Number of years

Deprivation decile (composite score of nine variables)

Source: Social inequalities in Health: New Zealand 1999. N.Z. Ministry of Health

Page 75: Socioeconomic Status and Health

Health inequalities: mediated by health behaviours?

• Behaviours are correlated with SES

• Alameda County & Whitehall studies

• Behavioral factors unclear for some diseases: spina bifida

• Lifestyle: “patterns of health-related behaviour, values and attitudes in response to social, cultural & economic environment”

• Connections among risk behaviours

Page 76: Socioeconomic Status and Health

Do conventional risk factors account for link between SES and mortality? Prevalence of Regular Smoking, by

deprivation decile & gender (ages 45-64) New Zealand, 1996

0

5

10

15

20

25

30

35

40

1 2 3 4 5 6 7 8 9 10

MalesFemales

% regularsmokers

Deprivation decile (composite score of nine variables)

Source: Social Inequalities in Health: New Zealand 1999. N.Z. Ministry of Health

Page 77: Socioeconomic Status and Health

Ten-Year Relative Risks of Death (all causes) in Whitehall I Cohort  (a) unadjusted, and (b) adjusting for CVD risk factors

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

40- 50- 60+

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

40- 50- 60+

Civil service occupational categories: ‘Other’ ‘Clerical’ ‘Professional’

Relative risk

Relative risk(a) Raw data (b) Adjusted for smoking,

BP & cholesterol

Page 78: Socioeconomic Status and Health

Are class mortality gradients mediated by smoking?

Message: as before, smoking is very important, but class seems even more so.

0

2

4

6

8

10

12

14

All N.S.

Admin.

Exec.

Clerical

Other

• All = whole sample

• N.S. = never smoked

• Smoking is linked to SES

• Gradient remains for never-smokers (it’s actually even stronger)

• Whitehall I Study: Carroll et al. Psychology & Health 1993;9:295.

Mortality per 1000

Page 79: Socioeconomic Status and Health

Relative Risk of Death from CVD by Occupational Grade, Showing Differences that can be Explained by Conventional Risk Factors.

Whitehall I Study.Message: most of the variation is not explained by common risk factors. So, what

does class represent?

1

2

3

4

5

Admin. Prof. Clerical Other

OtherB.P.SmokingCholesterol

Unexplained

RR

Page 80: Socioeconomic Status and Health

1

10

100

1000Hungary, Czech,Poland

Canada, U.S.

Germany, U.K.

Hungary, Czech,Poland

Germany, U.K.

Canada, U.S.

The impact of medical care:Trends in age-standardized mortality from causes that are, and are not,

amenable to medical treatment

Deaths unrelated to quality of care

Deaths amenable to care

Source: Boys RJ et al. Br Med J 1991;303:879-883.

“The contribution of medical care is to treat illness when it occurs, not to prevent its occurrence” M. Marmot.

Page 81: Socioeconomic Status and Health

Complications! Interaction between occupational class and country of origin for

immigrants to Britain. Black Report

Occupational class India & Pakistan

West Indies

Europe Ireland All

Professional 122 267 121 118 100

Intermediate 127 163 109 112 100

Skilled Nonmanual 114 135 98 111 100

Skilled Manual 105 87 83 118 100

Partly Skilled 93 71 81 115 100

Unskilled 73 75 82 110 100

Age-Standardized Mortality Rates per 1,000 at Ages 15 to 64by Occupational Class and Country of Immigration, United Kingdom,

1971

Why the reverse trend for immigrants?

Page 82: Socioeconomic Status and Health

Some conclusions• Poverty is clearly linked to health• Income inequality is a useful marker of risk, but represents

the likely occurrence of other factors that adversely affect health

• Depends on level of phenomenon: individual vs community-level vs population health

• Sen (Development and freedom, 1999): relief from any one of several interlinked deprivations helps to promote relief from the others

• This course will try to identify the inter-linked deprivations that affect health

• Theories of What?, How? and Why?

Page 83: Socioeconomic Status and Health

Bits & Pieces

Page 84: Socioeconomic Status and Health

And for premature mortality:Age-Standardized Mortality Rates per

thousand, Ages 15 to 64, by Occupational Class. U.K., 1971

0123456789

10

Mortalityratesper

thousand

Male Female

IIIIIInIIImIVV

Page 85: Socioeconomic Status and Health

Overview of Canadian Labour Force, 1998

Job > 6 m os .8 ,0 4 4 ,4 0 0

(5 6 .2 % )

Job < 6 M os .7 9 0 ,9 0 0

F u ll-t im e8 ,8 3 5 ,3 0 0

(6 1 .7 % )

P art-t im e1 ,5 7 1 ,1 0 0

(9 .9 % )

P erm an en t1 0 ,4 0 6 ,4 0 0

(7 2 .6 % )

Tem p orary1 ,3 9 4 ,8 0 0

(9 .7 % )

E m p loyees1 1 ,8 0 1 ,2 0 0

(8 2 .4 % )

O w n -accou n t1 ,6 7 4 ,7 0 0

(1 1 .7 % )

E m p loyers8 5 0 ,6 0 0(5 .9 % )

S e lf-em p loyed2 ,5 2 5 .2 0 0

(1 7 .6 % )

E m p loyed1 4 ,3 2 6 ,4 0 0

(1 0 0 % )

U n em p loyed1 ,3 0 5 ,1 0 0

Tota l L ab ou r F orce1 5 ,6 3 1 ,5 0 0

Page 86: Socioeconomic Status and Health

0

0.2

0.4

0.6

0.8

1

1.2

1.4

Overall Dependency Ratios. Canada, 1881 - 2031