Abstract. We review recent longitudinal studies on change and continuity in well-being during the retirement transition. Our conclusion is that most retirees maintain their level of well-being over retirement. Some studies, however, provide evidence for a substantial heterogeneity and dynamic effects. A smaller subgroup experiences losses in resources and challenges which compromise their well-being. Various adaptive actions seem to help to cope with losses, but we still lack more detailed information about the role and effects of these coping strategies. Future longitudinal studies need to address the role of and interplay among these adaptive behaviors over the retirement transition to improve our understanding of continuity and change in postretirement well-being.

From an aging research and life-course perspective, the transition to retirement marks a significant life-event and provides a unique opportunity to study psychological health and coping during a period of substantial change in everyday life. The aim of the present paper is to: (a) outline the rationale of the HEalth, Ageing and Retirement Transitions in Sweden (HEARTS) study, (b) describe the study sample, and (c) to present some initial results from the two first waves regarding the association between retirement status and psychological health. The HEARTS study is designed to annually study psychological health in the years before and following retirement, and to examine change and stability patterns related to the retirement event. Among a representative Swedish population-based sample of 14,990 individuals aged 60–66 years, 5,913 completed the baseline questionnaire in 2015. The majority of the participants (69%) completed a web-based survey, and the rest (31%) completed a paper version. The baseline HEARTS sample represents the general population well in terms of gender and age, but is more highly educated. Cross-sectional findings from the first wave showed that retired individuals demonstrated better psychological health compared to those who were still working. Longitudinal results from the first and second waves showed that individuals who retired between waves showed more positive changes in psychological health compared with those still working or previously retired.

Objectives: Retirement is a major life transition in the second half of life, and it can be associated with changes in leisure activity engagement. Although theories of retirement adjustment have emphasized the need to find meaningful activities in retirement, little is known about the nature of changes in leisure activity during the retirement transition and their association with mental health. Methods: Based on four annual waves of the 'Health, Aging and Retirement Transitions in Sweden' study, we investigated the longitudinal association of leisure activity engagement and depressive symptoms using bivariate dual change score models. We distinguished intellectual, social, and physical activity engagement. Results: We found increases in all three domains of activity engagement after retirement. Although level and change of activity and depressive symptoms were negatively associated, the coupling parameters were not significant, thus the direction of effects remains unclear. Conclusion: The results highlight the need to consider the role of lifestyle changes for retirement adjustment and mental health.

It has been suggested that volunteering leads to increases in well-being, particularly in older and retiring adults, and that volunteering could be used as a public health intervention to increase well-being. However, the causal relationship has been questioned. We investigated the association between voluntary work and life satisfaction in a bivariate dual-change score model, using 4 years of longitudinal data from 1,123 participants from the Health, Aging and Retirement Transitions in Sweden (HEARTS) study. Both the frequency of volunteering and the level of life satisfaction increased across the retirement transition. However, baseline life satisfaction and volunteering were only marginally associated. Further, the coupling parameters suggest that higher levels of volunteering were followed by decreases in life satisfaction and that higher levels of life satisfaction were followed by increases in volunteering. These findings suggest that increasing levels of volunteering might not be a fruitful strategy for improving life satisfaction for all older adults—if people engage too much in voluntary work, it might even be detrimental for their life satisfaction. More research is needed to better understand when and for whom increased levels of volunteering might have positive effects on life satisfaction.