Citation  | Presse- und Informationsamt der Bundesregierung (2020): Pension and Retirement. GESIS Data Archive, Cologne. ZA6747 Data file Version 1.0.0, https://doi.org/10.4232/1.13579 |
| Study No. | ZA6747 |
| Title | Pension and Retirement |
| Current Version | 1.0.0, 2020-9-3, https://doi.org/10.4232/1.13579 |
| Date of Collection | 15.01.2020 - 23.01.2020 |
| Principal Investigator/ Authoring Entity, Institution |
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| Abstract | For the study ´Pensions and Old Age´, the research group Wahlen Telefonfeld GmbH for the Federal Press Office interviewed a total of 1,538 German-speaking adults by telephone in Germany between 15 and 23 January 2020. The sample was a combined fixed and mobile phone sample. The study was based on a survey of the German-speaking resident population of 1,322 randomly selected persons aged 18 and over as well as on an additional survey of 216 randomly selected pensioners. A total of 630 pensioners were thus interviewed. The over-quotation of the pensioners interviewed was to be corrected by a weighting factor linear adjustment for the purpose of showing representative results for German-speaking adults as a whole. The study is divided into five sections: Political framework conditions, pension provision, living situation, lifestyles and social integration, demography. 1. Political framework conditions: Biggest challenge in the coming years; general assessment of the Federal Government; assessment of the Federal Government´s pension policy; assessment of the basic pension; consideration of the interests of different age groups by the Federal Government; own financial security; assessment of the financial future of the pension insurance; assessment of the increase in the retirement age; assessment of measures to finance the pension insurance. 2. Old-age provision: assessment of one´s own level of information on the possibilities of old-age provision; awareness of the three-pillar model for old-age provision; attribution of responsibility for old-age provision in the three-pillar model (state, employers and companies, each individual); assessment of one´s own economic situation; expected economic situation when retired or when retired; comparison of the current economic situation with the period before retirement; occupational pension provision; other forms of private pension provision; type of private pension provision; preference between a higher pension or longer working life, knowledge of the Flexi pension, evaluation of the Flexi pension; increase in pension rights through the Flexi pension a reason to work as a pensioner too; date of the start of pension; evaluation of this date. 3. Life situation: life satisfaction; optimism about the future; assessment of the state of health, satisfaction with the care situation in the place of residence; housing situation: housing status; housing suitable for the elderly; assessment of one´s own housing situation in old age; willingness to use various forms of housing in old age (assisted living, retirement home, senior citizens´ shared flat, multi-generational house). 4. Lifestyles and social integration: evaluation of one´s own lifestyle; frequency of social contacts with family and with friends and acquaintances; frequency of social contacts via telephone, e-mail or social networks; desire for more contact with other people; offers of help from the social environment in case of need; regular care of a sick person or person in need of care; loneliness; association activities in the field of civic involvement; frequency of these association activities; party preference. Demography: age; sex; employment status; occupational status; pension in addition to employment; pension entitlement; entitlement to a pension; marital status; living with a partner; children; geographical proximity of children; school-leaving qualification or desired school-leaving certificate; completed university studies; household size; number of persons in the household aged 18 and over; German citizenship; use of mobile phones (mobile only): reached at home or elsewhere; reachable on mobile phone via an additional landline number; landline connection in the household; number of telephone numbers via which the respondent can be reached on the landline at home; additional mobile phone number; total number of mobile phone numbers; landline only: mobile phone ownership. Additionally coded: respondent ID; federal state; Berlin West/ East; size of town; classification pensioner/non-retiree; sample frame (landline, mobile); weighting factors. |
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| Universe | German-speaking resident population aged 18 and over |
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| Sampling Procedure |
Combined fixed-line and mobile phone sample (dual-frame design, ratio 70:30) with over-quotation of pensioners aged 60 and over.
The landline sample of the main survey was drawn from the entire German-speaking population aged 18 and over living in private households in Germany and being reachable by telephone via a landline number (number with area code). The selection of the target person for the landline supplemental survey was carried out by means of an upstream screening procedure in which only persons who were already retired, pensioned or in early retirement were selected. The selection basis of the FGW sampling system also consists of households that are not listed in the telephone directory and can in principle be reached by telephone via a landline number.
The mobile phone sample of the main survey was randomly selected on the basis of the total number of possible mobile phone numbers. For the selection of the target person for the additional mobile phone survey, the upstream screening procedure was also used.
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| Data Collector | Forschungsgruppe Wahlen Telefonfeld, Mannheim |
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