key: cord-1025646-xxnzh4np authors: Urwin, Sean; Van den Berg, Bernard; Lau, Yiu-Shing; Rowland, Christine; Hanratty, Barbara; Grande, Gunn title: The monetary valuation of informal care to cancer decedents at end-of-life: Evidence from a national census survey date: 2021-01-21 journal: Palliat Med DOI: 10.1177/0269216321989569 sha: e5ea375f77d7ce7d7737821c569d874fc0157e2c doc_id: 1025646 cord_uid: xxnzh4np BACKGROUND: Carers’ end-of-life caregiving greatly benefits society but little is known about the monetary value of this care. AIM: Within an end-of-life cancer setting: (1) to assess the feasibility and content validity of a post-bereavement measure of hours of care; and (2) to obtain a monetary value of this informal care and identify variation in this value among sub-groups. DESIGN AND SETTING: A census based cross-sectional survey of all cancer deaths from a 2-week period in England collected detailed data on caregiving activity (10 caregiving tasks and the time spent on each). We descriptively analyse the information carers provided in ‘other’ tasks to inform content validity. We assigned a monetary value of caregiving via the proxy good method and examined variation in the value via regression analysis. RESULTS: The majority of carers (89.9%) were able to complete the detailed questions about hours and tasks. Only 153 carers reported engaging in ‘other’ tasks. The monetary value of caregiving at end-of-life was £948.86 per week with social and emotional support and symptom management tasks representing the largest proportion of this monetary valuation. Time of recall did not substantially relate to variation in the monetary value, whereas there was a stronger association for the relationship between the carer and recipient, carer gender and recipient daily living restrictions. CONCLUSION: The monetary valuation we produce for carers’ work is substantial, for example the weekly UK Carers’ Allowance only amounts to 7% of our estimated value of £948.86 per week. Our research provides further information on subgroup variation, and a valid carer time instrument and method to inform economic evaluation and policy. The monetary value of cancer was estimated to be 199 billion euros (which included cancer related healthcare, cancer drugs, informal care and productivity loss) across 31 countries in Europe in 2018 with informal care making up 22 billion euros of this total. 1 Important aspects of informal care are often not taken into account when estimating the monetary value of caregiving and this figure is likely to vary greatly depending on the stage of cancer. A frequently overlooked stage is at end-of-life where caregiving hours substantially increase. 2 The number of deaths has been projected to increase worldwide, including those related to cancer. 3, 4 Combined with a preference from both patients and policy makers for those with cancer to remain at home during the end-of-life stage, caregivers will become even more important in the future. 5, 6 Caregivers make a substantial contribution to the care of those at end-of-life, 2 but where they are unable to provide this service, increased formal care use is necessary. It is therefore essential to establish the monetary value of informal care to inform healthcare interventions, policy and a greater understanding of the economic burden of cancer, in particular in end-of-life care, where informal care has largely been excluded to date. 7, 8 Derivation of a monetary value first requires appropriate measurements of time and activities suited to the type of caregiving. 9 There are many instruments used to collect informal care information. The validity and reliability of caregiving time instruments has been assessed in various settings, 10, 11 but instruments that have been developed for collecting data on end-of-life caregiving are limited. They are not conducive to collecting data longitudinally, as is needed for prospective cohort studies, due to resource intensity 12 and difficulties defining when the end-of-life period will occur. 13 Furthermore, it is not clear if they capture all activities conducted during end-of-life caregiving. 14 The literature which covers the monetary value of cancer informal care typically use the proxy good or opportunity cost method. 15 These studies cover select European countries 13, [16] [17] [18] [19] [20] or North America [21] [22] [23] [24] and also focus mainly on specific types of cancer [16] [17] [18] [19] [20] 22 (such as head and neck cancer or colorectal cancer) or cover a variety of types. 13, 21, 23, 24 There is a lack of studies that focus solely on end-of-life caregiving and use nationally representative data. This may in part be due to the challenges of prospective means of data collection at end-of-life. Prospective data collection through cohort studies yield small samples of carers (N < 200) due to the recruitment of patients from a hospital at the end-of-life stage. 23, 24 Consequently, little is known about what factors (i.e. carer and recipient characteristics) are associated with variation in the monetary value. An exception analysed variation in the monetary value (derived via the opportunity cost method) through regression analysis, although there were only 144 carers of those at the terminal phase. 22 Retrospective data collection may be more feasible in an end-of-life context to obtain a substantial number of carers and as a result enable a greater insight into carers' contributions overall and by sub-group. In this study, we aim to establish the content validity and feasibility of our time instrument with post bereavement (retrospective) data collection. This is crucial for two main reasons: (1) it is important to include all caregiving related tasks in an end-of-life cancer setting (due to the few studies in this area) and (2) show that the collection of information post-bereavement produces enough quality information for meaningful analysis that is not influenced by recall bias. These data can then be used to design support for, and generate awareness of, the contribution of carers. We aim to produce a monetary valuation of end-oflife cancer caregiving using a census-based survey and examine variation in this value by characteristics of the carer and recipient via regression analysis. Variation in monetary values by particular characteristics can help identify certain sub-groups who may require further support with caregiving and can be targeted by interventions. We use data from a retrospective cross-sectional census survey of informal family caregivers of people who had died (N = 5271) from cancer between the 1st and 16th of May 2015. The Office of National Statistics (ONS) identified people who registered a death and sent a postal questionnaire for the carer to complete 4 months after the registered death date (post bereavement) with two reminders at 1-month intervals. To be included in the sample, the cancer patient in receipt of end-of-life care had to have been older than 18 years of age, have cancer as an underlying or contributory cause of death and have died in England. Recipients were invited to pass the survey to a main carer if they did not feel they met this role. Previous work on the measurement of informal care was used to obtain an initial list of caregiving tasks 11, 25, 26 which was then refined alongside development of the questionnaire. The questionnaire was developed in collaboration with an ONS team and local carer groups including bereaved individuals. Carer groups assisted through think aloud exercises and gave feedback on the pilot survey. The final questionnaire contains a detailed set of information which covered the carer's socio-demographic background (e.g. age, gender and relationship to the descendant), contribution (e.g. time) and general demographic information, symptoms and function of the decedent (see Rowland et al. 2 The questionnaire asked carers to recall from a list of 11 tasks how many hours they spent on informal caregiving in a typical week during the last 3 months of their care recipient's life. We collapse these 11 tasks into five groupings of tasks shown in Table 1 . These questions explicitly acknowledge that there may not be a typical week when providing informal care. We also asked respondents to record and add up their hours of sleep, leisure and work, and further remind carers that there is 168 h in a week to help ensure hours are not overestimated. First, we establish the content validity of our time instrument through descriptive analysis of the 'other' category (Table 1 ). If this category is: (1) rarely used by our sample of carers and (2) makes little difference to the total hours; then we can claim the other 10 categories are comprehensive and appropriate, in terms of content, for use in end-of-life cancer informal caregiving. We perform a basic thematic analysis of written responses to the 'other tasks' to further understand what types of tasks may have been missed by the instrument. We derive our total hour's variable from the sum of each of the 10 informal care tasks (Table 1) . We include carers who indicate that they provide a positive value for at least one of the 10 informal care tasks from the 1504 completed questionnaires. We recode missing hour's values as zeros. Second, we use the proxy good method (or sometimes referred to as the replacement cost method) to assign a monetary valuation to informal care. This method requires hours of informal care for each task and an assigned wage rate intended to be the monetary value of a market substitute. We assign the gross wage rate of a home care worker at £8.20 per hour to household tasks, personal care tasks and social and emotional care tasks. The gross wage rate of a (Band 6) community nurse at £21.24 per hours (assuming a salary of £32,563 and 1 573 h of annual working time) is assigned to health care and medicine tasks as these types of task require technical knowledge. Both costs are obtained from the Personal Social Services Research Unit (PSSRU) who provide unit costs at 2019 prices. 27 We derive a proxy good monetary value for caregiving per hour (equation (1)) and per week (equation (2)). Both formulas include the four activity groups (which excludes 'other' tasks) outlined in Table 1 , for caregiver, i, which are multiplied by their respective market substitute. Equation (1) is the weekly cost (shown in equation (2)) divided by the total hours of provision, which results in an hourly monetary value bounded between £8.20 and £21. 24 . The more hours of health care tasks a carer provides relative to all other types of tasks the closer the hourly monetary value will be to £21. 24 . As some carers may report substantially more than 168 h in a week, we provide sensitivity analysis which caps total hours at 168 (provided in the appendix). Among carers with capped total hours the distribution of each task is identical to pre-capped hours which indicates carers provided the correct distribution of hours but over-reported the number of hours. Third, we explore what characteristics of the carer and recipient are related to variation in the monetary value of caregiving, which is possible due to the sample size. We include the number of days between the deceased date and questionnaire completion date (recall date difference), where variation in the monetary value by the recall date would provide a suggestion of recall bias in (and threaten the feasibility of) post bereavement data collection. We use ordinary least squares regression (OLS) 28 with the weekly monetary valuation as the outcome and sequentially include three sets of variables: (1) relationship to the recipient (spouse, parent and other), residence of the recipient (co-residing or not) and the recall date difference; (2) carer age, gender, education (none, exams at 16 years old, college/equivalent, university degree and other), employment prior to caregiving (employed, retired and homemaker/unemployed/other) and marital status (married/living as married, divorced/separated and single/other); (3) recipient age, gender and activities of daily living (ADL) restrictions (the sum of six ADLs scored zero (not at all) to three (very much): eating, dressing, walking, washing, going to the toilet and getting up at night). We estimate these regressions on a sample of 923 carers with complete information on all characteristics. Sensitivity analysis performs these regressions using a log transformed outcome which accounts for extreme monetary values which could be considered as outliers. Out of 1504 completed questionnaires, 1352 (89.9%) carers provide information on caregiving hours and 923 carers provide information on all characteristics included in the regression analysis (Table 2 ). Our sample used for regression analysis contains 923 carers, of which, 65% of carers are female, 59% are employed prior to caregiving, the average age of a provider and recipient is 59 and 79 years old, respectively. Table 2 shows that the monetary valuation sample and regression sample are very similar in terms of carer and recipient characteristics. There are 330 carers in our sample that report a value in the 'other' category for caregiving tasks and spend 9.94 h per week on this type of task on average (Table 3) . Of these 330 carers, 153 report a value greater than zero. Under the assumption of missing values recoded as zeros, the average hours per week of 'other' tasks are 2.18 and 2.09 h for the monetary valuation and regression samples respectively. Given the recoding of missing values to zero only 11.3% of 1352 carers report a value greater than zero for 'other' tasks, hence why the 75th percentile of this variable produces a value of zero hours. Carers could indicate in the survey what 'other' tasks they perform that were not captured in the 10 tasks and only 129 carers used this to provide a written answer. Carers provide on average 93.07 h per week in the monetary valuation sample (Table 3 ). This is equivalent to 55.5% of the total hours in a week. Within this sample, 348 carers (25.7%) report providing over 112 h of care in a week, and 149 (11.0%) report over 168 h in a week. Inclusion of 'other' tasks increases the average number of caregiving hours per week by roughly 2 h across both samples. Further analysis does not include 'other' tasks as it makes only minor differences to the reported hours. The survey enables carers to indicate what 'other' tasks they perform that were not captured in the 10 tasks. We performed a basic thematic categorisation of n = 129 written responses. Eighty-eight responses were re-codable into existing categories, for example, 'love them', 'reading', 'contacting friends and relatives' could be recodable into the Social and Emotional Care category, 'gardening', 'dog walking' into the Household category (under maintenance/odd jobs) and 'toileting' into Personal Care tasks. Eighteen responses could be considered extensions of existing categories. For example, 'funeral planning', 'advance care planning', 'will writing' and 'organising house move' (n = 10) are end-of-life specific falling under the Household (general administration) category. Fifteen responses were arguably extensions requiring further research which were providing care support for another (i.e. dependent of the patient) (n = 8) and respondent's own travel (e.g. 'travelling from my home to hers and back') (n = 7). A total of eight people gave general care information which lacked specificity (e.g. 'looked after', 'fetched and carried so they didn't have to') and a small number of items were unique, such as charity fundraising, helping up stairs and research/decision making. We show the mean weekly hours for each caregiving tasks and the associated monetary valuation in Table A2 . Regression analysis in Table 5 shows that the monetary value of caregiving is £503.04 (CI: £−898.99; £−107.80; p < 0.05) lower for those who care for their parent compared to their spouse, on average (from the full specification). Those who co-reside with their recipient have a higher although not statistically significant monetary value of caregiving compared to non-co-residing carers. For each additional day increase in the recall date difference, the monetary value is £0.61 (CI: £−2.07; £3.29; p > 0.05) greater but not statistically significant (from the full specification). Female carers and recipients have higher monetary values than male carers and recipients, respectively. For each extra ADL score, the monetary value is £30.35 (CI: £17.08; £43.62; p < 0.001) higher. Regression results including 'other' tasks (provided in Supplemental Table A2 ) in the total aggregated hours and log transforming the outcome (provided in Supplemental Table A3 ) are similar to results in Table 5 . Our results, using a census sample, show that the monetary value of informal care for people with cancer at end-of-life is £948.86 per week. Social and emotional care and symptom management tasks have the highest monetary valuations at £272.92 and £196.53, respectively. To put this into perspective, benefits given by the state to carers in the UK (known as carers allowance) are £66.15 per week 29 and the maximum state pension amount is £134.24 per week 30 (both at 2019 prices) which amount to less than 10% and 15%, respectively, of the weekly monetary value we derive in this study. A further perspective is the national monetary value 31 assuming the end-of-life period is 3 months, we derive a national annual monetary valuation of £1.861 billion. The magnitude of this national level figure for end-of-life care is substantial. It contrasts with estimates of the monetary value of annual UK informal cancer care in 2018, of 3.213 billion euros (or £2.827 billion at the average 2018 exchange rate). 1 We find that our weekly monetary valuation varies by the relationship to the recipient, gender of the carer and recipient and health of the recipient, demonstrating criterion validity. For example, previous evidence has found that females tend to provide more informal care than males 32 and that those with a higher dependency require more caregiving input. 33 To put this into context, if the variation of the monetary valuation of informal care is indicative of future demographic trends, then policy and support must account for the needs of these groups. The recall date difference variable coefficient is small, although a one standard deviation increase in this variable is associated with a £13.85 higher monetary value but is not statistically significant at the 5% level. This suggests that recall bias has little impact on our monetary valuations. We find that our time instrument exhibits some degree of content validity. This is due to the 'other' tasks category being used by a small number of carers (N = 153) and inclusion of these tasks in the aggregated hours variable only increasing the mean by roughly 2 h per week. Therefore, we consider our time instrument to include the majority of tasks undertaken by end-of-life cancer caregivers. Thematic analysis of the tasks suggests that future work should still measure whether or not adding the other tasks to the questionnaire results in a substantial difference to total hours. Carers, however, may also wish to use a written space to provide extra detail about their responsibilities. It is feasible to use retrospective (post bereavement) data collection methods in order to understand carer contribution during the terminal phase of cancer. Nearly 90% of carers were willing and able to provide detailed information on hours of care provided over a range of activities. Further, we show evidence of feasibility through the ability to produce a monetary valuation and through the face validity of the regression results. This is hugely important for estimating the value of caregivers' contribution to end-of-life care, as retrospective post bereavement data collection may often be the only feasible method, due to the difficulty of estimating patients' closeness to death and thus prospective identification of an end-of-life population. As end-of-life caregivers experience a distressing and intensive caregiving period, this adds additional challenges to prospective data collection. One limitation of our work, is that we do not use other monetary valuation methods such as the opportunity cost approach (which considers the forgone time displaced for caregiving) or the wellbeing valuation method (which considers the wellbeing impacts of caregiving into a valuation of caregiving). Both methods require income, which is poorly completed in our data. The proxy good method we estimate is an approach that is used to assign monetary valuations to other non-market tasks such as housework or childcare by using a market equivalent wage. 34 Most of the carers in our survey completed the questionnaire 4 to 6 months post bereavement. Therefore, our test of recall bias is mainly applicable to this time window. However, it would be difficult to obtain detailed information from a carer earlier in bereavement for two reasons. First, the emotional state of respondents may be such that they would not wish to fill out a questionnaire or potentially mis-remember aspects of caregiving. Second, processing death data, identifying carers and sending questionnaires within a short time period may not be feasible. We show that over a 3-month period that there is no evidence of recall bias. In general, there is little evidence on the optimal recall period from which to collect of informal caregiving information. Our large monetary values may be driven, in part, by extreme estimates of informal care provision, due to some carers reporting more than 168 h of provision. Although we 15 We do not favour the capped hours approach as our time instrument collects most tasks considered caregiving and inclusion of 'other' tasks has no impact on our findings. Further, capping hours involves making extra assumptions about the data such as the amount of sleep, which carers may have little of, and the degree to which carers performed multiple tasks at the same time. It was unclear the degree to which carers conducted more than one task simultaneously (jointly produced) which could explain values over 168 h per week. It was also unclear whether carers reported the additional hours that were due to the needs of the recipient in our setting, for example, the time spent cooking over and above the cooking they would do anyway pre-caregiving. This is a potential avenue for future research. Non-coresiding carers may be less likely to over-report caregiving hours as it may be easier for them to distinguish the time spent cooking or cleaning in their care recipient's home from their own. As we find no statistically significant difference between co and non-co-residing carers in the monetary valuation, this provides some evidence that over-reporting may not be common in our sample. This study produces a monetary value for end-of-life cancer caregiving as well as subgroup differences for use in further research and in policy. Post-bereavement retrospective data collection, based on our evidence, is a feasible means to collect information. Through these aims, we hope to increase the visibility of this overlooked group of caregivers. Their contribution will be further called upon to a greater extent in light of global pandemics which place substantial pressure on health and social care systems worldwide, such as Covid-19. The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article. Education: University degree −142.57 (−322.59 to 37.44) −107.18 (−286.36 to 72.00) Education: Other The outcome excludes 'other' tasks. 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The state of the nation Informal care in Europe: findings from the European Social Survey (2014) special module on the social determinants of health For better or worse: factors predicting outcomes of family care of older people over a one-year period. A six-country European study Measures the value of adult and childcare, household housing services, nutrition, clothing and laundry, transport and volunteering The author(s) disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: The study was funded by Dimbleby Cancer Care. It benefitted from further support from the National Institute for Health Research Collaboration for Leadership in Applied Health Research and Care (NIHR CLAHRC) Greater Manchester. The funder had no role in the design of the study, data collection and analysis, decision to publish or preparation of the manuscript. However, the project outlined in this article may be considered to be affiliated to the work of the NIHR CLAHRC GreaterManchester. The views expressed in this article are those of the authors and not necessarily those of the NHS, NIHR or the Department of Health. Sean Urwin https://orcid.org/0000-0002-9084-8368Gunn Grande https://orcid.org/0000-0003-2200-1680 Supplemental material for this article is available online.