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Departments of 1 Health Sciences and 3 Cardiovascular Sciences, University of Leicester, United Kingdom.
2 Medical Research Council Biostatistics Unit, Institute of Public Health, University of Cambridge, United Kingdom.
4 Equipe Démographie et Santé, Institut National de la Santé et de la Recherche Médicale, Montpellier, France.
5 Institute of Public Health, University of Cambridge, United Kingdom.
Address correspondence to Carol Jagger, PhD, Department of Health Sciences, University of Leicester, 22-28 Princess Road West, Leicester LE1 6TP, United Kingdom. E-mail: cxj{at}le.ac.uk
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Methods. The Medical Research Council Cognitive Function and Ageing Study investigators interviewed 13,004 people aged 65 years and older from five U.K. centers starting in 1991. Persons aged 75 years and older were oversampled. Disability (mild, moderate, and severe) was assessed through basic Activities of Daily Living (ADL) and Instrumental ADL (IADL) scales at baseline and at follow-ups at 2, 6, and 10 years. TLE and DFLE were compared for persons with and without each of nine conditions.
Results. At age 65, men had a TLE of 15.3 years of which 12.1 (79%) were free of any disability, whereas women of the same age had an average TLE of 19.4 years, 11.0 years (57%) disability-free. Men (women) aged 65 years without stroke had 4.8 (4.6) more years of TLE and 6.5 (5.8) more years DFLE. Without diabetes, men (women) lived 4.4 (5.6) years longer and had 4.1 (5.1) years disability-free.
Conclusions. More disability-free years were gained than total life years in persons free of stroke, cognitive impairment, arthritis, and/or visual impairment at baseline. This finding suggests that elimination of these conditions would result in a compression of disability.
Disability-free life expectancy (DFLE) summarizes mortality and disability together, positioning fatal and nonfatal outcomes on a common metric. Such population health indicators have been instrumental in exploring whether the extra years lived have been spent in good or poor health (57). It was first proposed as a means of assessing the potential gains in health through the elimination of diseases 20 years ago (8). Other such studies have followed (912), the most comprehensive being the Global Burden of Disease Study (13). The common approach in these studies has been based on disability prevalence data and cause-deleted life tables. These methods are subject to a number of limitations: The accuracy of cause-of-death data is questionable and induces a bias towards the major fatal diseases; comorbidity, particularly prevalent in later life, is ignored; and the link between disease and disability has to be inferred, either through self-report of the major cause of disability or in the Global Burden of Disease study, through the opinions of health professionals (13).
Only a handful of studies have explicitly modeled transitions from disease through to disability and death with longitudinal data, and all have been limited to one or two diseases: heart disease (14), dementia (14,15), and diabetes (16). This article will be the first, to our knowledge, to use longitudinal data with 10 years of follow-up on both community-dwelling and institutionalised older people and to explore the impact of a range (nine) of diseases and impairments on life expectancy with and without disability of differing severity levels.
| METHODS |
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Participants underwent a structured interview in their own homes during 19921994 (baseline) and at 2 and 10 years. In one center (Cambridge), participants were also reinterviewed at 6 years. The MRC CFAS data set version 8 was used for this analysis.
Measurement of Disability
The measure of disability had been previously developed (2) based on the hierarchy of basic Activities of Daily Living (ADL), Instrumental Activities of Daily Living (IADL) (18), and the concept of interval of need (19). Participants were classified as moderately to severely disabled if they were unable to perform at least one of the following five ADLs without human help: transfer to and from a chair (from interviewer assessment), put on shoes and socks, prepare a hot meal, get around outside, and have a bath or an all-over wash. Participants who were able to perform all five activities without human help but who required help with at least one of the two additional IADLs (shopping including carrying heavy bags and heavy housework) were classified as having mild disability.
Measurement of Disease
At baseline, participants were asked if they had ever suffered from a range of conditions (heart attack, diabetes, bronchitis, asthma, arthritis, stroke, hearing problems, eyesight problems). In addition to self-report, certain conditions were considered to be present if participants were under current treatment (diabetes); had been diagnosed (stroke); or interviewer observed (hearing problems, eyesight problems) (2). Diagnostic scales were used for angina and peripheral vascular disease (20) and for moderate or severe cognitive impairment (21) (Mini-Mental State Examination score
21). We defined coronary heart disease (CHD) as heart attack and angina and chronic airway obstruction as chronic bronchitis or asthma, excluding childhood asthma only. Death information was provided from the Office of National Statistics on all participants who underwent the baseline interview, and was complete through December 31, 2004.
Statistical Analysis
DFLE were calculated from the baseline and from 2-, 6-, and 10-year follow-up data using Interpolated Markov Chain (IMaCH) software version 0.98h (22). This technique partitions the time intervals between successive interviews into shorter steps and then models the resulting transition probabilities by multinomial logistic regression on age (and other covariates). We used a step length of 1 month to closely approximate the underlying continuous time process; the product of the 1-month probabilities thus provides the contribution to the likelihood for an observed transition. Missing interviews are easily accommodated as intervals between interviews do not have to be equal within or between individuals. Due to the low prevalence of some conditions and the scarcity of certain transitions, we used disability as a binary variable and performed separate analyses with any disability (mild, moderate, or severe) and moderate or severe disability only. Presence or absence of each condition at baseline was included as a covariate, and the difference in total life expectancy (TLE) and DFLE were calculated by gender, weighted for sample selection. Participants with missing data on a particular condition were excluded for that analysis only. Peripheral vascular disease (PVD) was missing for 3.2% of participants with the remaining conditions missing in 2% or less.
We explored how the presence of other diseases affected differences in TLE and DFLE with specific diseases in two ways. First, with the two most prevalent diseases, arthritis and CHD, in women only (due to small numbers in men) we compared: women reporting only CHD (or arthritis) with women free of all diseases and then compared women reporting CHD (or arthritis) in addition to other diseases with women reporting only other diseases. Second, we compared TLE and DFLE in participants reporting 0, 1, 2, 3, or 4+ diseases at baseline for men and women separately. All analyses were weighted to account for the oversampling of participants aged 75 years or older. Population data from each of the regions was ascertained from national statistics (www.ons.gov.uk) to calculate the oversampling proportion for each center and for the age groups 6574 years and 75 years or older.
| RESULTS |
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Around one fifth (21.2%) of older people had none of the nine diseases and conditions at baseline. Arthritis was the most reported condition at baseline (51.3%) and diabetes the least (3.7%). The prevalence of arthritis, eyesight problems, and cognitive impairment was greater in women than men (Figure 1). Almost half (44.4%, N = 5418) of participants reported two or more of the nine conditions at baseline and, of these, 73.2% had arthritis and at least one other condition.
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To assess the relative impact of different diseases, we calculated DFLE and mod+DFLE with and without each of the nine diseases. Although later we will focus on years lived from age 65, we show results for CHD across the age range as an example (Figure 2). The impact of CHD on TLE and DFLE reduced with age but was still evident. Thus 65-year-old men without CHD had 3.4 years (95% confidence interval [CI], 2.74.1) more in TLE and 3.3 years (95% CI, 2.53.6) more DFLE than did those men with CHD at baseline. The figures for 80-year-old men were 1.7 years (95% CI, 1.32.1) and 1.7 years (95% CI, 1.22.1), respectively.
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| DISCUSSION |
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Since Fries (23) first proposed the compression of morbidity hypothesis, debate has been ongoing as to whether functional decline at the end of the ever-increasing life span can be postponed. The tendency in other studies to view mortality and disability as separate outcomes makes it difficult to judge whether disease prevention
esults in a compression of disability, where DFLE is increasing faster than TLE, or conversely, in an expansion of morbidity. Recent studies (2426) have focused on improving lifestyle and health behaviors and have concluded that better nutrition, smoking cessation, less obesity, and more physical activity will reduce morbidity more than mortality. These are key factors in preventing stroke, CHD, and diabetes, conditions that we have shown greatly affect later life disability. Such improvements are pressing given that significant increases are predicted in stroke simply through the continued aging of our populations, particularly in developing countries (27).
Other studies have used cause-deleted life tables; therefore, cause of death may have underestimated the effect of conditions such as arthritis and mental and sensory disorders that rarely appear on death certificates. In contrast to Mathers (11), who found that the elimination of mental disorders had little effect on total years lived, our findings of over 3 years of life gained by those participants without cognitive impairment is much more in keeping with studies consistently reporting this as a predictor of reduced survival (28). We confirmed the position of cerebrovascular disease as a major contributor to reduced DFLE (10,11,13) and that elimination of CHD will extend TLE more than DFLE, at least for men (12). Reductions in the disabling effect of arthritis were also found to be an important contributor to the improvement in functioning in U.S. older adults between 1984 and 1995 (29).
Previous studies (913) have required the principal cause of disability to be identified to map disability to disease, and have been limited in their ability to accommodate comorbidity. In our study, the diseasedisability link is empirically established, in contrast to using either self-report of the cause of disability (810) or the judgments of experts (11,13). Our analysis of real individuals, rather than synthetic cohorts in the cross-sectional methods, means that individuals free of a specific disease will also tend to be free of associated conditions; hence, our results from the elimination of individual diseases are not additive. The frequency of comorbidity at older ages means that we could undertake analysis only by the number of conditions at baseline, although we also explored the presence of other conditions on the two most prevalent diseases, arthritis and CHD, in women. Previous conclusions were confirmed; although differences in TLE and DFLE were greater without other comorbid conditions, suggesting that our results on the impact of diseases may be conservative.
A limitation of this study is the restricted list of self-reported diseases. We compared the prevalence of conditions in women aged 7079 years and found them similar to those reported in the Women's Heart and Health Study (30). Notably, cancer was omitted although others have shown cancer to have little impact on disability and to produce a relative expansion of morbidity, because gains in life expectancy are in persons with and without disability (911). We considered only conditions present at baseline rather than incident conditions so the temporal relationship between disease and disability could be inferred. Ignoring incident conditions may underestimate the impact of diseases that exert effects rapidly, as in the case of stroke, where only persons with less severe (and by definition nonfatal) stroke are represented in the baseline sample.
Our large U.K. epidemiological study with a 10-year follow-up has shown that targeting conditions such as stroke, coronary heart disease, diabetes, and cognitive impairment could have substantial consequences in years of disability saved in old age. For stroke in particular, the disability-free years gained exceed total years, suggesting that greater health care costs would not be incurred from the longer life expectancy (31). It is imperative that the effects of public health initiatives to reduce major cardiovascular risk factors are monitored in the future through mortality and disability outcomes.
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We are grateful for the cooperation of the Family Health Service Authorities and local general practitioners and their staff for all their assistance. Thanks are especially due to the residents of East Cambridgeshire, Liverpool, Ynys Mon, Dwyfor, Newcastle upon Tyne, Nottingham, and Oxford for their continuing participation in the study.
For information on the MRC CFAS Investigators, please go to http://www.cfas.ac.uk.
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Received April 17, 2006
Accepted June 11, 2006
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