Abstract

Background/Aim. Certain groups of informal caregivers have been shown to have worse health compared to noncaregivers. The aim of this cross-sectional study was to explore the health and gender aspects of caregiving in an older Swedish population. Methods. Our study included 5457 participants from the longitudinal, general population study “Good Aging in Skåne.” A total of 33 self-reported symptoms were obtained from questionnaires and were then divided into seven domains: depressive, musculoskeletal, gastrourinary, symptoms related to head, cardiopulmonary, symptoms related to tension, and metabolic symptoms. Multivariate logistic regression analysis was performed to assess the risk of developing symptoms in each of the seven domains, regarding caregiving burden and caregiving in relation to gender. Results. We found that caregivers, compared to noncaregivers, had a higher prevalence for depressive and tension-related symptoms. High-burden caregivers exhibited significantly more individual symptoms and a higher prevalence of symptoms in the depressive, tension, and gastrourinary domains of symptoms compared to both low-burden caregivers and noncaregivers. More than 79% of high-burden caregivers reported general fatigue, and over half of the high-burden caregivers experience depressive mood. Female caregivers showed a significantly higher risk of reporting depressive symptoms (OR = 1.54, 95% CI 1.19–1.98) and tension-related symptoms compared to male caregivers. Conclusion. Depressive and tension-related symptoms were more common in caregivers, especially in high-burden caregivers. High-burden caregivers might be at a risk of adverse mental health, and this highlights the need to offer proper support to these groups.

1. Introduction

With reports showing certain groups of caregivers having lower life satisfaction, higher stress levels, and impaired health compared to their noncaregiving counterparts, studying the field of elderly caregivers becomes increasingly important. Informal care is provided by nearly one-fifth of the Swedish population aged 65–80 [1], playing an important role in the Swedish health care system, as it results in reduced costs for both home help services and care facilities.

Informal caregivers are not a homogenous group, meaning not all caregiver experiences are the same. Caregiving can lead to higher life satisfaction, as some experience the responsibility of taking care of a loved one as a fulfilling task [2]. But, studies have also identified certain subgroups of informal caregivers, such as high-burden caregivers, having worse life satisfaction and reporting higher levels of stress than noncaregivers.

Female gender is a risk factor for high caregiver burden [3, 4], and female caregivers tend to report more stress and lowered life satisfaction compared to their male counterparts [57]. Providing extensive care, cohabiting with the care recipient, or caring for persons with dementia or cancer have also been linked with high burden [811].

In this paper, we will look at associations between informal caregiving and symptoms, studying participants randomly selected from a Swedish, elderly population. Self-reported life satisfaction and depressive symptoms in caregivers have been studied extensively, but there are only a few papers looking at a wider range of symptoms, both psychological and somatic, as a measure of caregiver health [8]. To our knowledge, no previous study has investigated the association between the degree of caregiver burden or burden stratified for sex and a larger number of different somatic and psychological symptoms. In our study, 23 somatic symptoms and 10 symptoms related to mental health were included.

The general aim was to investigate whether there was a difference in caregivers and noncaregivers regarding reported symptoms and if there were any differences between male and female caregivers. We theorized that the prevalence of reported symptoms would differ between caregivers and noncaregivers as well as between caregivers reporting low and high burden and between male and female caregivers.

2. Materials and Methods

2.1. Study Population

Good Aging in Skåne (GÅS) is a prospective, longitudinal, general population study, part of the Swedish National Study on Aging and Care (SNAC). Participants of GÅS are randomly selected to be tested regarding cognitive function, they are medically examined, and they have to answer a comprehensive questionnaire penetrating sociodemographic data, health and health attitudes, life circumstances, and whether they receive or offer care—formal as well as informal. Participants are then invited back for follow-up evaluations. All participants were evaluated according to the same examination protocols at both baseline assessment as well as reexamination. A more comprehensive description of the study’s structure has been previously described [12, 13].

In this cross-sectional study, 8967 individuals from nine age cohorts, 60, 66, 72, 78, 81, 84, 87, 90, and >93, were invited, and 5787 (64.5%) accepted to participate. Participants were identified as caregivers based on the question: “Do you provide care to a relative or family member?” 560 participants (10.3%) were identified as currently being caregivers and providing care at least once per week, 4897 as noncaregivers, and 330 had not given an answer and were therefore excluded. The study population then consisted of 5457 participants, 2480 (45.4%) males and 2977 (54.6%) females (Table 1).

To determine caregiver burden, caregivers were asked “Do you feel strained by caregiving?” with alternative answers: “not at all,” “not particularly,” “somewhat,” “much,” and “very much.” Burden was dichotomized into high or low where high burden was defined as answering “somewhat,” “much,” and “very much” to the above question [7]. Of 560 informal caregivers, 88 reported high burden and 411 low burden, and for 61 participants, data on levels of burden were missing (Table 1).

The time spent on caregiving was assessed by the question “How often do you assist the person in need of your help?” The response options were “less than once a week,” “once a week,” “two to three times per week,” “four to six times a week,” and “every day” [7]. For 45 participants, data on time spent on caregiving were missing. Participants who provide care once a week or more often were trichotomized into “once a week,” “two to three times per week,” and “four times a week to every day” (Table 1).

Whether the care recipient received help with IADL or both IADL and PADL was assessed. IADL included movement outdoors, contact with hospitals and healthcare personnel, cooking and shopping food, transport, and managing finances. PADL included dressing and undressing, food intake, medication, wound care, and taking care of hygiene (bathing, toileting) [14]. Formal support included any assistance with IADL or PADL in accordance with the Social Services Act.

2.2. Assessment of Symptoms

The symptom scale used in this study was a modified version of the Gothenburg QoL instrument. The original scale was constructed during the 1970s and encompasses 30 symptoms sorted into seven categories or domains according to a previous confirmatory factor analysis. The scale has been found to have satisfactory reliability and validity with a Cronbach’s alpha score ranging between 0.72 and 0.85 [15, 16]. In questionnaires, participants of the GÅS study answered if they experienced any of the 23 somatic symptoms and 10 psychological symptoms related to mental health during the past three months. The symptoms were grouped into the following seven domains: depressive symptoms, musculoskeletal symptoms, gastrointestinal- and urinary tract-related symptoms, symptoms related to head, cardiopulmonary symptoms, symptoms related to tension, and metabolic symptoms. Symptoms for the whole study population are presented under the corresponding domain in Table 2 and corresponding table stratified for sex in Table 3.

Symptoms were reported by participants by answering a four-graded scale with possible answers being “not at all,” “a little,” “somewhat,” and “a lot.” For statistical analysis, symptoms were dichotomized into “yes” if participants had experienced the symptom in question during the past 3 months and “no” if not experienced during the past 3 months. To be categorized into one or more domains of symptoms, a participant should have experienced at least one symptom of that domain during the past 3 months.

2.3. Assessment of Covariates

Level of education was categorized into three groups whether participants finished elementary school, high school, or university. Cohabiting status was dichotomized into cohabiting (married/cohabitant) or single (unmarried/divorced/widowed). Financial status was assessed as good or poor depending on whether the participants answered yes or no to the question “Have you had difficulties to make ends meet when it came to running expenses during the past year?” Cognitive impairment was assessed by the Mini Mental State Examination (MMSE) measuring global cognitive function. The scale range went from 0 to 30 points, and an indication of cognitive impairment was set to a score <24 points [17].

2.4. Statistical Analysis

Chi-square tests were used for differences of proportions between caregivers and noncaregivers and noncaregivers and low- and high-burden caregivers according to age, marital status, educational level, financial status, MMSE score, prevalence of symptoms, and domains of symptoms.

Multiple logistic regression models were constructed to assess associations between levels of caregiving and prevalence of symptoms in each of the seven domains and to assess associations between gender and prevalence of symptoms in each of the seven domains for both noncaregiver and caregiver groups (Tables 4 and 5). All regression models were adjusted for age, educational level, financial status, cohabiting status, and cognition (MMSE).

All statistical tests were two sided. A value ≤0.05 was considered statistically significant. SPSS® version 24 (IBM SPSS Statistics for Windows) was used for all statistical analyses.

3. Ethics

The study was conducted in accordance with the Helsinki Declaration and approved by the Regional Ethics Committee at Lund University in 2002, registration no. LU 744-00. All participants provided a written consent to participate and to allow retrieval of information from the National Patient Register medical records.

4. Results

Looking at the characteristics of our study population, caregivers, compared to noncaregivers, were younger, more often male, more often cohabiting, had higher education, had a better financial status, and scored higher on MMSE. Among caregivers, 17.6% reported high burden and were more often females (58.0%) (Table 1). High-burden caregivers spent more time on care and a larger proportion provided both IADL and PADL compared to low-burden caregivers. In high-burden caregivers, taking care given in shared and outside own household together, 35% females and 54% males provide IADL and 65% females and 46% males provided both IADL and PADL.

Formal support was more common in high-burden caregivers (Table 1). There was no significant difference between males and females utilizing formal support, 44% in women and 41% in men.

Compared to noncaregivers, caregivers had a higher prevalence of feelings of exertion (), irritability (), and being overweight (). Noncaregivers, on the other hand, had a higher prevalence of difficulty walking (), appetite loss (), and constipation () (Table 2).

In comparison with low-burden caregivers, high-burden caregivers had a higher prevalence for 20 of the 33 symptoms (exertion, sleeping problems, general fatigue, low spiritedness, back ache, difficulty walking, appetite loss, nausea, constipation, abdominal pain, stool and urinary incontinence, headaches, irritability, nervousness, trouble concentrating, difficulty relaxing, restlessness, weight loss, and feeling frozen) (Table 2). The number of symptoms in the high-burden group was md = 13 (q1 = 9.0, q3 = 17.2), in the low-burden group md = 8.0 (q1 = 4.0, q3 = 13.0), and in noncaregivers md = 9.0 (q1 = 4.0, q3 = 14.0) ().

Comparing male and female caregivers, females had a higher prevalence for 26 symptoms.

The number of symptoms in females was md = 10 (q1 = 6.0, q3 = 15.0) and in males md = 8.0 (q1 = 4.0, q2 = 13.0) (<0001) (Table 3).

The symptoms were grouped into seven domains, see Table 2 for summary. When analysing the prevalence of domains of symptoms in adjusted multivariate regression models, we found caregivers had significantly more depressive and tension-related symptoms than noncaregivers. Likewise, in adjusted models, we also found that depressive, gastrourinary, and tension-related symptoms were significantly more common in high-burden caregivers compared to both low-burden caregivers and noncaregivers. Additionally, high-burden caregivers exhibited more metabolic symptoms than low-burden caregivers (Table 4).

Female noncaregivers, compared to their male counterparts, reported more symptoms for all domains except for the cardiopulmonary domain. Symptoms in depressive, gastrourinary, tension related, and metabolic domains were more common in female caregivers than in male caregivers (Table 5).

5. Discussion

We found that caregivers more frequently than noncaregivers cohabited with someone (Table 1), and it is likely that caregivers live with the care recipient. According to the Swedish National Board of Welfare, 73% of caregivers over the age of 81 years provide care to someone in their own household [1], and our results are in line with those numbers. High-burden caregivers also cohabited more than low-burden caregivers. This was not statistically significant but can possibly be attributed to a power problem as it has previously been shown that those living with the individual receiving care report higher burden and stress [3, 18].

It may seem surprising that a slightly larger proportion of caregivers were men, but family elderly care is less gendered in Sweden. Among caregivers 75 years and above, there is no major difference between women’s and men’s caregiving in terms of time or frequency. However, there is a difference in the fact that men provide less burdensome care, practical help, and financial support (IADL), while women take a greater part in more demanding tasks such as supervision and personal care (PADL). This is in line with the findings in this study where a larger proportion of females, compared to males, provided both IADL and PADL and experience caregiving as burdensome [1, 19].

Older individuals show a decline in health and function and are more prone to exhibiting symptoms like joint pains, sleeping problems, headaches, and poor appetite [20]. In our material, caregivers were slightly younger than noncaregivers, while high-burden caregivers were slightly older than low-burden caregivers (Table 1). We suspected that the slight differences in age would in part act as an explanation to the higher prevalence of symptoms in high-burden caregivers (Table 2). However, when adjusted for age in multivariate regression models, we still saw a higher prevalence of symptoms in both caregivers compared to noncaregivers, as well as in high-burden caregivers compared to low-burden caregivers (Table 4).

It is mandatory for Swedish municipalities to offer formal care to sick individuals, while the same does not apply for many other countries. Comparing 19 European countries, Sweden had the highest degree of availability of formal care [21]. Outside of Europe, formal support is even more scarce [22]. Availability of formal care has been shown to mitigate effects of stressors and improve wellbeing in caregivers [23, 24]. Therefore, it was surprising to find that the prevalence of depressive and tension-related symptoms was so high in our Swedish caregiver population. Depressive mood was reported by 27.6% of the male caregivers and 39.2% of the females (data not shown), which should be compared to a Belgian study looking at caregivers to frail, elderly people where 11–22% of caregivers reported feelings of depression and anger [25], or a Norwegian study where 18% male and 30% female caregivers to cancer patients reported depressive symptoms [26].

A study on caregivers from North Carolina, US, showed those giving care to individuals with chronic illness reported high levels of fatigue concepts of burnout (59%) [27]. In our study population, a staggering 66.8% of all caregivers and 79.1% of high-burden caregivers reported experiencing general fatigue during the past three months (Table 2). It could be speculated that a wider definition of high-burden caregivers might have been used in the North Carolina study, as 71% of their study population reported caregiver burden, while a comparatively low proportion (16%) of our study population reported high burden. It is possible that factors such as social support and coping mechanisms could explain the differences between these studies, as they are protective factors against high caregiver burden [3].

In comparison with low-burden caregivers, not only did we find that high-burden caregivers reported a higher prevalence for 20 of the 33 listed symptoms, we also found that there was a substantially higher proportion of high-burden caregivers experiencing individual symptoms as well as domains of symptoms (Tables 2 and 4). High caregiver burden has in earlier studies been shown to be correlated with lower life satisfaction, stress, and depressive symptoms [7, 28], and our results are supported by these findings. High-burden caregivers also tend to have worse self-reported somatic health [29, 30]. An interesting finding though was that there were no significant differences regarding the somatic domains of symptoms between noncaregivers and caregivers and that proportions with symptoms in low-burden caregivers were lower in 6 out of 7 domains compared to noncaregivers (Table 4). This could be explained by the fact that those with a low burden were already in better health from the beginning or that caregiving that is less stressful can create a sense of meaningfulness which in turn can be conducive to health [2].

High-burden caregivers had a higher prevalence of gastrointestinal and urinary tract symptoms than noncaregivers and more so than low-burden caregivers. Looking at individual symptoms, high-burden caregivers had a higher prevalence of appetite loss and weight loss (Table 2). Poor nutritional status in the elderly has been linked to lower life satisfaction and depression, and depression could in turn lead to poor nutritional status due to anhedonia and appetite loss [31, 32]. It has been shown that gastrointestinal symptoms are associated with stress and depression [33], and it is likely in our study population to be an expression of high stress levels.

Female sex is a risk factor not only for becoming a caregiver but also for experiencing caregiving as a burden [3, 22]. High caregiver burden is in turn linked with poor caregiver health. In regression models, we found that both female noncaregivers and female caregivers reported more symptoms than their male counterparts. Female noncaregivers had a higher prevalence than male noncaregivers in six of the seven domains of symptoms, and female caregivers had a higher prevalence in four of the seven domains compared to male caregivers. Between female and male caregivers, the differences in proportions in the domains of symptoms are ranging from 2.3% to 13.6% (Table 5). Again, we saw that not only was there a difference between the groups, but also that the difference in proportions was substantial.

The gender differences found in our study population could be explained by physiological and social aspects. In a caregiving context, coping mechanisms, social support, and socioeconomic factors have all been shown to affect perceived burden [22, 25]. Gender and socioeconomic inequalities were reported from a Spanish nationwide survey [21] where women had less access to formal support. In our study, there was no significant difference between male and female caregivers when it came to formal support with IADL and PADL, but it should be noted that only about half of both female and male caregivers received any formal support.

We have previously reported from the Good Aging in Skåne project that caregiver burden differs depending on the main illness of the care recipient, with higher burden related to individuals with depression and dementia. Formal support was, however, offered only to 23% of caregivers to those with dementia, but to 77% of caregivers to fractured individuals [8]. Diagnosis of the care recipient and their possible effects on reported symptoms in caregivers, as well as the relationship between the caregiver and the care recipient, other than that the care recipient is a relative or family member, are however aspects that we have not explored in this paper and should be theories of future studies.

Men have in multiple studies been found to be downplaying pain or symptoms as well as exhibiting reluctance in seeking health care when needed [34, 35]. One theory explaining this behaviour is a willingness—conscious or not—to adhere to an image of masculinity where being sick or in pain is seen as weakness. This theory could especially be held true for this study population as the participants are from older generations where expectations on gender roles were more stringent than they are today and could be a possible explanation to the differences we found between males and females in our study population.

A strength of our study is our large study population, randomly selected from the Swedish National Population Registry. We only included caregivers currently giving care and providing care at least once a week, as there is emerging evidence that the frequency of caregiving is related to caregiver health and caregiver burden [36].

A possible limitation is the low proportion of caregivers. Compared to numbers from the Swedish Board of Health and Welfare, where 20% of the general population reported being a caregiver and 15% reported that they provided care at least once a week, only 10.3% were caregivers in our study population [1]. At baseline assessment, the participation rate was around 60%. In-home assessments were offered to include participants that might be too frail, or otherwise unable to leave home. However, it is possible that those excluded are caregivers giving extensive care, or with relatives too sick and frail to be left alone for longer periods of time. In addition, more than one-fifth of caregivers were over 80 years old, and it cannot be ruled out that for health reasons they were unable to attend. This could mean our results are an underestimation of the number of caregivers and true symptom burden.

It could be seen as a limitation that we in this study identified caregivers and their respective levels of caregiving burden using a single-item question. On the contrary, it can be advantageous to use a single question as it is easily accepted by the participants and that the meaning of the question is presented directly. The questions we used to identify caregivers and levels of burden have shown validity in a previous study by us where caregiving itself and levels of burden were associated with health-related quality of life [7].

6. Conclusion

This study shows that there are differences in symptoms reported by caregivers and noncaregivers, as well as between male and female caregivers. Depressive, tension related, gastrourinary, and metabolic symptoms were more prevalent in high burden and female caregivers. More demanding care including assistance with PADLs was more common in high burden and female caregivers, while only half of the participants in both these groups utilized the opportunities for formal municipal support. These results highlight the importance of formal support and that formal support should be offered to all informal caregivers in need of assistance, especially to high burden and female caregivers, as these groups might be at risk for a poor mental and somatic health.

Data Availability

The authors confirm that the data supporting the findings of this study are available within the article.

Conflicts of Interest

The authors declare that they have no conflicts of interest.

Authors’ Contributions

All four authors contributed to the design of the study as well as to analysis and interpretation of data. N. Lundholm Auoja wrote the article, but all authors took part in the writing process through critical revision and the final approval of the manuscript.

Acknowledgments

The Good Aging in Skåne project, a part of the Swedish National Study on Ageing and Care (http://www.snac.org), was supported by the Swedish Ministry of Health and Social Affairs, the county Region Skåne, the Medical Faculty at Lund University, the Swedish Research Council (grant 2017-01613), Konung Gustaf V och Drottning Viktorias Frimurarestiftelse, and Gyllenstiernska Krapperupstiftelsen.