Abstract
Objectives
The aim of this study was to explore the lived experiences of a rural dwelling person living with dementia and his children. Using a phenomenological case study methodology, it aims to explore the health-related and personal dilemmas faced by multiple family members who provide care to a person living with dementia in a rural area in Henan, China. The study also investigates the barriers to quality dementia care in this kind of setting in order to inform the relevant stakeholders.
Method
A phenomenological case study was designed for this study. The case that formed the focus of the research included a person living with dementia and multiple family members. Semi-structured in-depth interviews were undertaken with the five family members of the person living with dementia. Smith’s interpretative phenomenological analysis was used for data analysis.
Findings
Three major themes were identified: (1) Dementia as a normal ageing process or a bad disease; (2) Commitment to and challenges of family caring and (3) Life in rural areas.
Conclusion
With the development of China’s economy and its social-cultural changes, traditional home-based care provision in rural areas of China is being challenged for people with dementia who have multiple children. It suggests that there needs to be an exploration into providing more appropriate care for people with dementia living in rural settings. It also suggests that more support is required to increase dementia awareness and to improve the quality of life of people with dementia and their families in rural China.
What is already known
In China, family caregiving accounts for a significant proportion of the care provided to people with dementia. With the development of China’s economy and its social-cultural changes, traditional home-based care services have been challenged. Most Chinese dwelling in rural areas do not have a pension to cover their living and medical costs and have to depend financially on their adult children for everyday necessities and other expenses.
What this paper adds
This study serves as a ‘window’ into one family’s circumstance of caring for a person with dementia in rural China. More support is required to increase dementia awareness and to improve the quality of life of people with dementia and their families in rural China.
Introduction
Globally, there are around 50 million people living with dementia (WHO, 2020), the rate of dementia is increasing the most in low and middle-income countries (Wang et al., 2019). Dementia is overwhelming for the person with dementia and for their caregivers in terms of dealing with daily activities and cognitive problems (Zhang et al., 2020). It has the potential to erode cognitive abilities and life skills, which can directly affect both the lives of people with dementia and those who care for them. Studies have shown that caregivers of people with dementia carry a high mental and physical burden and have more thoughts of suicide than the general population (Dawood, 2016; Koyama et al., 2017).
At present in China, the number of people living with dementia has reached 10 million (Jia et al., 2020). This places a heavy economic burden, psychological distress and associated physical impacts on the person themselves as well as their family members and society. However, compared with people with dementia in urban areas, a notably higher prevalence of dementia was found in rural areas (Jia et al., 2014). People with dementia in rural areas of China usually have more difficulty accessing health services (Jia et al., 2020). In addition, most people with dementia in rural areas do not have a pension to cover their living and medical costs and have to depend financially on their adult children for everyday necessities and other expenses (Jiang et al., 2016). This situation challenges the quality of life of people with dementia in rural areas and the quality of care provided to them.
In China, family caregiving accounts for a significant proportion of the care provided to people with dementia (Yu et al., 2016). The care of older people has also been viewed as a family responsibility for thousands of years as part of the traditional culture of Confucius’s xiao (filial piety). However, China is currently undergoing a range of sociocultural and demographic changes that have had a significant influence on the capacity and availability of traditional family-based care services. Dementia care services have been impacted more heavily than care for other conditions due to the fact that dementia care requires more physical and psychological support. Moreover, the situation is worse in rural areas as younger and middle-aged adults from these areas are more likely to move to the cities for employment (Zhang et al., 2019). In addition, the situation regarding dementia care services is rendered more complex by a lack of rules and regulations needed for dementia care at a national level, combined with the currently unsustainable financial position of social security and long-term care services for older people (Yang et al., 2021). Moreover, as state orthodoxy, the value of filial piety has always been encouraged by the authorities as a means of reducing the government burden of care for the older population (Chou, 2011). For example, the law of the Protection of the Rights and Interests of older people has defined children’s obligations to their parents.
Consequently, these factors increase the challenges of traditional family-based care services for older people and their family in rural China. Therefore, it is very important to understand the dynamic change of family-based care beyond the social context in order to embed the concept of family responsibility within dementia care services. Previous studies have looked at the difficulties of family caregiving when there is one adult child supporting parents with dementia (due to the one child policy) (Zhang et al., 2019), but hardly any research has explored caregiving difficulties where there are multiple adult children in rural areas under the current social transitions. This study explored the living conditions and life dilemmas faced by multiple family members looking after one person with dementia in a rural area in Henan, China, to gain understanding of the barriers to quality dementia care in this kind of setting, in order to inform policy makers, healthcare providers and other related stakeholders. This study also serves as a ‘window’ into one family’s circumstance of caring for a person with dementia in rural China.
Study design
Research aim
This study explored the living experiences of a rural dwelling person living with dementia and his children. Using a phenomenological case study methodology, it aims to explore the health-related and personal dilemmas faced by multiple family members who provide care to a person living with dementia in a rural area in Henan, China. The study also investigated the barriers to quality dementia care in this kind of setting.
Ethical considerations
The study was approved by the ethical committee board of Lanzhou University (reference number: LZUHLXY20200001). The informed consent form was signed by participants (the man and his family) to participate in the study before taking part and for publishing, pseudonyms were used in the report.
Study design
A phenomenological case study approach was designed for this study. Case study benefits from the focus of studying a single case in depth, interpreted in a specific social or cultural or political setting (Simons, 2009). It is suitable for gaining the ‘lived experience’ of individuals or an important event. A case study offers an insight into a specific instance or event by telling a story from the participants. In this study, the case is a person with dementia, his wife and five children. The family members were interviewed using a semi-structured method. Data analysis focused on exploring family members’ feelings about providing care, as well as understanding how they enact their caring responsibilities.
Research site
Henan is a province in China that has not experienced as much economic development. Healthcare and social support for older people is underdeveloped but it is the most populous province, and its culture is the most traditional. Over the past three decades, even though the trend for economic development and social mobility has led to a progressive reduction in the level of co-residence, in this region, some traditional beliefs, such as ‘more sons more blessings’ exist. Following the phenomena of immigration, most young and middle-aged adults move from rural areas to urban cities to look for jobs and only return home during the harvest season. As a consequence, most older people live with their spouses and few live with their children, but they do continue to receive various forms of support from their children.
The case
Chang (pseudonym) is an 85-year-old man, living in a village in Henan province. About 10 years ago, he appeared to have memory loss and his vision was impaired. His family thought this was part of the normal ageing process; therefore, Chang did not go to the hospital for assessment or treatment. Five years later, Chang showed dementia-related cognitive and behavioural changes, such as language and thinking problems, and he also developed insomnia and depressive symptoms. He was subsequently diagnosed with dementia at a moderate level by a county-level hospital.
Chang lives with his wife in an old, two-story cottage. His wife is relatively healthy and is still able to do housework. The couple have two sons and three daughters, none of whom reside with them. The eldest daughter is 62 years old and the youngest daughter is 47 years old. All of their children are married and have their own children. Chang’s eldest son lives in the same village, his second daughter lives in a nearby village and the other three children (who refused to participate to the study due to the inconvenient distance) emigrated to cities for jobs but return to their hometown for the harvest. Due to work and other reasons, the children have only visited the couple occasionally in the past few years. The couple have no pension and their only source of income is the allowance-for-seniors (180 yuan per person per month, about 20 GBP) issued by the government (the average income is about 1200 yuan per month in the countryside in China), this amount of money cannot cover their daily life and medical expenses. As a result, they are financially dependent on their children.
In recent years, Chang’s insomnia has gotten worse, on several occasions, he has tried to jump from a window on the upper floor of his cottage. His children blocked his access to the stairs. However, on 7 March 2020, Chang attempted suicide by cutting his wrists. Fortunately, his wife discovered him, and bandaged the wound, stopping the bleeding in time to prevent serious harm. Due to the COVID-19 pandemic, Chang did not go to the hospital for further treatment. After Chang’s suicide attempt, an agreement was made between his children to take turns to look after their father in their own homes for 2-week periods. However, for practical reasons, the agreement was not fully carried out; only the eldest son and the second daughter took care of their father.
The participants
We first contacted Chang’s second daughter (known by the first author) and, with her help, were able to contact the other family members who were willing to participate in the study. To maximize our understanding, we interviewed different generations of Chang’s family. Detailed interviews were conducted with Chang’s spouse (May), eldest son (Gang), second daughter (Ying), second daughter-in-law (Sung) and one of his granddaughters (Lily).
May, is 83 years old, with one year of primary school education. May lived her whole life in a small village with her husband (Chang) and brought up their five children by farming. With the decline of physical health due to ageing, her eldest son and second daughter who live nearby help her to look after her husband. The other three children financially support them as the older couple have lost the ability to work on their farm. Gang is Chang’s eldest son, 58 years old with 3 years of primary school education. Gang lives with his wife in the same village as his parents. He has two children, and both have emigrated to different cities. Gang earns money by farming and doing some seasonal work in the nearby city; their monthly income is variable and low. Ying is the second daughter of Chang. Ying is 56 years old and has a primary school education. She lives with her 61 years old husband, Sung, in the village next to her parents. Sung also graduated with a primary school education. The couple’s income comes from farming and doing temporary jobs in nearby cities. They have one married daughter Lily who is 31 years old. Lily lives in another village, and her husband does temporary jobs in one city and returns home at harvest time. Lily has graduated from secondary school; she looks after her two young children at home and their household income mainly comes from her husband. Lily occasionally visits her grandfather Chang and helps her grandmother May do some house chores.
Data collection
Semi-structured individual interviews were used for data collection. Pre-meetings were held to explain the study objectives and to ask participants to sign a consent form before being interviewed. The interviews were conducted at participants’ homes, and at a time convenient to the interviewee. All interviews were face to face and recorded with a digital recorder. The interviews lasted between 30 and 50 minutes. To make interviews smooth, we communicated in the local dialect. During the interviews, unclear answers were further clarified using prompts. Each interview stopped until no new themes or questions appeared. We also noted down interviewee facial expressions and emotional changes in the fieldnotes.
Data analysis
After each interview, recordings were converted into text within 24 hours to ensure the authenticity and integrity of the original material. All transcripts were returned to participants for correction. We used the six steps of interpretative phenomenological analysis to analyse the transcriptions (Smith & Shinebourne, 2012): (a) familiarizing with the transcripts through reading and rereading; (b) detailing line-by-line coding of each transcript at a time; (c) listing and grouping of codes into initial emerging themes; (d) searching for connections across emergent themes and identifying patterns between the initial emerging themes; (e) analysing the rest of the transcriptions in the same way and (f) developing a master table to present the emerging themes across all of the transcripts, making connections and finalizing the main themes. Throughout the analyses, we clarified the emerging concepts, categories, patterns and relationships amongst all the data. Subsequently, the emerging themes of each transcript were clustered into groups to identify the main themes and compile the final themes of the entire database. Due to the special dialect of this region, the first author, who was born and grew up in the region, and was familiar with the local culture, took part in the process of data collection for all the interviews.
Results
Three themes were identified: (1) Dementia as a normal ageing process or a bad disease; (2) Commitment to and challenges of family caring and (3) Life in rural areas.
Dementia as a normal ageing process or a bad disease
This theme not only highlights the family members’ lack of dementia knowledge, but also discloses the misunderstandings and social attitudes towards people with dementia and their families. For example, family members in the study did not think dementia was a serious health condition. They thought that Chang did not have to go to the hospital as dementia does not affect eating and drinking: Memory decline is not important, as long as he can eat and drink (Eldest son, Gang).
Both Chang’s children and his wife think that for someone as old as Chang, health problems were normal and that medical interventions were not worthwhile, which lead them to miss the optimal timing for treatment for Chang: The children take turns to take care of his father, and he is fine now. No need to go to the hospital. He is so old that nothing is worth doing (Spouse, May).
However, Chang’s second daughter thought that dementia was a punishment from God and often took her father to the local temple to burn incense and pray for him to recover. This is a common practice in rural China. The daughter said that she did not know if visiting the temple was useful, but she would be ashamed if she did nothing: I don't think my father is sick. So, I often take him to the temple to burn incense. My father is just thinking too much. It’s no use taking him to the hospital (Second daughter, Ying).
In this case, dementia is seen by family members as a normal part of the ageing process, or as something bad and shameful. Therefore, no family members were willing to take Chang to see a doctor. As a result, Chang did not get any formal medical support or treatment, even after he had been formally diagnosed at the hospital.
Another issue, social stigma, appears out of the family members’ narratives. All family members explained that they wanted to protect Chang from the stigmatizing attitudes of villagers, relatives, and friends. All of them tried not to disclose Chang’s diagnosis and tended to describe Chang as having depression rather than dementia, which they felt sounded ‘better’, or less stigmatizing, in rural communities: The neighbours probably knew [about Chang’s suicide attempt and dementia] because they live so close. But we don't talk to other people, we’re worried that the villagers will laugh at us (Eldest son, Gang). My dad and my aunts all said that my grandfather was suffering from depression, and my dad also asked me to say it was depression instead of dementia. We are afraid that the villagers will discriminate against us (Granddaughter, Lily).
Chang’s children who took part in the study all said that their own children had reached marrying age and they were worried that disclosing their father’s diagnosis would affect their children’s marriage prospects: None of us tell others about my dad’s real illness. In rural areas, most people worry that dementia is inherited. We don't mention that my dad attempted suicide, we all say nothing. We are very worried that it will affect the marriage of future generations (Second daughter, Ying).
Family members have perceived stigmatization of Chang’s dementia. In this rural setting, where people think dementia is a ‘bad disease’ that can be inherited by the next generation, the level of stigma is considerably worse.
Commitment to and challenges of family caring
This theme reflects the meaning of caregiving for multiple family members when caring for a person with dementia. It also illustrates the challenges and difficulties that were faced by the family members in a specific rural setting. When it came to taking care of their father, Chang’s children had different opinions and feelings of responsibility. His daughters thought that providing care was Chang’s sons’ responsibility, and the two brothers relied on the other to deal with the situation. Thus, no children were willing to take more responsibility to provide the best care for their father, which lead to their father missing the optimal treatment time: There are no big disagreements, but there are often small disagreements. Brothers and sisters blame each other if someone didn't take care of my dad well or did something wrong. For example, if it’s my brother’s turn to take care of my father. and my brother was busy and didn't have time, he wouldn't do it. My parents would not say anything about it (not being looked after) (Second daughter, Ying). I’m too busy to take care of my father. There are so many brothers and sisters that it is not only my responsibility to take my dad to the hospital. Although I am the eldest son, and I should bear more of the burden, they should look after our father as well. I have to discuss this with my brothers and sisters (Eldest son, Gang).
In China, looking after older parents is a legal obligation for all children. Meanwhile, in Chinese traditional culture, it also falls to the sons to take care of their parents, especially in rural areas where this belief is still popular. As a result, in families with multiple children, more controversies exist over who should shoulder more caregiving responsibility for their older parents. This disagreement between many children is more likely to result in nobody willing to take more responsibility and affects the quality of care for people with dementia.
All family members disapproved of hiring a formal caregiver or sending Chang to a nursing home. They said that in rural areas, few people would hire formal caregivers, and only older people who had no children would go to live in a nursing home. They are worried that the villagers would gossip about them if they employed private careers or placed their parents in a care institution: Rural families rarely employ nannies to take care of older people. My parents also won't agree with it. It’s the children’s responsibility to take care of my father (Second daughter, Ying). Hiring a nanny will make the villagers say that my parents have done something bad, they would think that we are unwilling to take care of our father. People in the village will also say that our family is not in harmony and the children are not filial to the parent if we send him (Chang) to a nursing home (Second son-in-law, Sung).
In China, government policy dictates that only older people who are without children would be sent to government-sponsored public nursing homes. Influenced by this, some people think it is an indecent thing to send their parents to nurse him care. In addition, the traditional Chinese concept of filial piety particularly stresses the responsibility of sons in taking care of their aged parents. Therefore, the family members would feel shame if they sent Chang to a nursing home even though they have difficulties in providing care for Chang.
Life in rural areas
This theme reflects the living conditions of people with dementia and their family members in a rural setting – what the barriers are to providing good quality care to their loved one with dementia. Chang’s children could not provide much everyday help and psychological comfort for him because the children were busy feeding their own family. In the rural areas of China, the household income of most residents is reliant on the small amount of land that they own. Apart from fieldwork, they are also likely to take temporary jobs in cities to earn extra money: I do garbage collection work. I am very busy with my work and have no holidays. My wife is busy doing housework and farm work. So, we visit my parents occasionally (Eldest son, Gang). I have to go to work on the farm. So, I have to visit my parents after getting back home at night (Second daughter, Ying). My wife and I are now growing oyster mushrooms in the county-town. We are very busy every day and have no time. We visit our parents on New Year’s Day and other festivals (Second son-in-law, Sung).
Two of the children in this study have become grandparents; they are busy taking care of their grandchildren as it is an expectation of the traditional culture, so they have even less time to take care of their parents. It is like Chang’s wife, May said: The children are all married, and my eldest son is almost 60. The eldest daughter is already a grandmother. They all have their own family to take care of, and they have to take care of their grandchildren. We understand that they don’t have time to take care of us (Spouse, May).
The couple’s monthly income is not enough for their living expenses. If Chang goes to the hospital, the medical costs will have to be paid for by his five children. The children who participated in the study said that they did not have enough money to pay for further hospital treatment for their father and that taking their father to the hospital was a drain on what little money they had. My financial situation is not good and I cannot afford to take my dad to the hospital by myself (Eldest son, Gang). My son is not married yet, and the betrothal gifts will cost a lot of money. I want to try my best to earn enough money for my son (Second son-in-law, Sung). My family’s financial conditions are not good. We have built a new house for our son this year. Our son will get married and it will cost a lot of money (Second daughter, Ying).
The economic pressures on rural residents are more likely to be greater than on urban residents as they have no stable monthly income. Most of the households’ income came from seasonal farming and temporary jobs. In many rural areas, parents also have a responsibility to build a house for their sons when they get married. It is also a tradition in China that the parents have a responsibility to pay for their son’s marriage. Therefore, many people in rural areas have to work hard every day to earn enough to meet the costs of these various expenditures. As a consequence, there is significant financial burden because of the costs associated with providing food for both older parents and younger children.
All family members in the study had health problems except for the granddaughter. The health problems of Chang and his wife’s children made it difficult for them to take care of their parents: I can eat and move, but I am slightly hard of hearing (Spouse). I have done a lot of physical work, so I often feel backache and back pain (Eldest son, Gang).
In the interview with the granddaughter, she reported that her aunties (Chang’s second and youngest daughters) had also appeared to have experienced memory loss in recent years, but neither the family nor themselves had been too concerned with the situation: My two aunts [the second and youngest daughters] began to have memory decline in recent years. They both thought it was a normal symptom of ageing and did not go to the hospital (Granddaughter, Lily).
Following the trend of emigration, there are hardly any young people who are willing to stay in rural areas. In the study, except for Chang’s granddaughter, the other four are already ageing, they have different health problems, but they have to look after Chang, who has more severe health problems.
Discussion
In China, many people who present with early symptoms of dementia are either diagnosed with other syndromes or in some cases, the symptoms are considered as a part of the ‘normal’ ageing process due to the underdeveloped medical provisions and low awareness of dementia in rural areas (Cahill et al., 2015). As a result, people with dementia are neglected, and their families think there is no need for treatment. Furthermore, there is a common misconception in rural China that dementia is a ‘bad disease’, and that dementia can even be passed on to the next generations. Stigmatizing attitudes could be a major hindrance to get help for people with dementia (Cheng et al., 2011). This makes people living in rural areas reluctant to disclose a diagnosis of dementia and become unwilling to treat it. In the study, Chang’s family members tried to conceal his diagnosis to others for fear of discrimination from the villagers. As a consequence, family members are unwilling to take their loved ones who show symptoms of dementia to see a doctor. In the study, low dementia awareness and social stigma have not only made the people with dementia lose optimal treatment opportunities, but also became barriers to good quality care. Research evidence suggests that early diagnosis and interventions are significant for the person with dementia, their family and society (Rasmussen & Langerman, 2019). This suggests that increasing national dementia awareness and understanding amongst the lay population, especially to increase rural residents’ accessibility and capability to healthcare, are very important issues to be addressed.
In addition, ‘the more sons, the more blessings’ and ‘raise children for one’s old age’ have long been imbedded in Chinese traditional culture. In rural China, older people usually live with their sons, and sons are usually their primary caregivers. If a couple has one son, his parents will live with him. However, when a couple has more than one son, who takes parental care responsibility becomes ambiguous amongst the children. This phenomenon is also presented in this study; the daughters thought that looking after their parents was the two sons’ responsibility. The two sons passed the buck to each other to take responsibility for their dad, which led to Chang not only missing the optimal treatment time but also lacking good quality care from the family. This reflected the defaults in the current healthcare system in China, as healthcare costs are not covered by healthcare insurance. This raises an important issue for central government and the need to address the care of older people living with dementia in rural communities.
Furthermore, it is a tradition that older people take turns living in each son’s home and are looked after by their sons for some time, this is called ‘lun fan’, in the Chinese rural dialect. As the idea of equality between men and women spread, older people also began to ‘lun fan’ in their daughters’ homes. A previous study indicates that ‘lun fan’ has been seen as harmful to older people’s physical and mental health (Richmond et al., 2018), especially people with dementia, because of the frequent change in living and social environments. For people with dementia, unfamiliar living environments can increase the risk of falling and accidents, and unfamiliar social environments can increase the risk of loneliness, confusion and depression (Xidous et al., 2020). The study reveals how traditional family-based care no longer serves the care needs of older people, especially for rural residents who live with dementia.
In this study, the couple’s adult children are ageing and they, too, have various kinds of health problems, which makes it more difficult for them to take care of their older parents. However, with the traditional norm in rural areas, formal caregiving is commonly rejected, and few older people live in nursing homes. Generally, only older people who have no children will move into care homes. If the children of older people hire formal caregivers or if older people with multiple children live in nursing homes, these children will be said to be ‘unfilial’ by villagers, which is a serious matter in the countryside. Therefore, while the government have addressed the healthcare challenges of older people without children (Feng et al., 2020), there is also a need to consider the needs of older people who have no pension but have multiple children in rural areas. Apart from this, in rural China, most rural older people do not have pensions, and the government allowance does not support their daily life and medical expenses. This situation forces older people who have lost the ability to earn an income to depend financially on their adult children. In this study, all participants were under great financial pressures. This suggests that there is a need to reconsider the current healthcare insurance system and how it can be developed to meet the needs of rural dwelling older people who live without pensions.
Limitations
As the study focused on one case and only took its sample from one family, it is not possible to generalize the research findings to the wider population of people with dementia and their family members in rural China. However, gaining an in depth understanding of one family’s circumstances serves as a ‘window’ into a significant issue that effects many populations.
Conclusions
With the development of China’s economy and the change of rural family lifestyles, traditional home-based care provision in rural areas of China is no longer suitable for people with dementia and their families, even though the person might have multiple children. In the study, family members face numerous difficulties caring for a loved one with dementia, in which lack of knowledge, healthcare cost, multiple family responsibilities, social stigma and related personal issues are the barriers to providing quality care for the person with dementia. The study suggests that more suitable care provisions for people living with dementia in these settings should be further explored. It also suggests that future research focuses on how to increase knowledge, understanding and awareness of dementia in rural communities to improve care and to challenge discriminatory attitudes towards dementia rooted in the unique culture of Chinese rural areas. Finally, the study recommends that urgent consideration is given to better take care of and support people with dementia who do not have pensions in rural China and to improve their quality of life.
Footnotes
Acknowledgements
We are extremely grateful to the five family members who participated in this study and made this research possible.
Author Contributions
Data were collected by JY and XZ; data were analysed by XZ and JY; critical comments were given by BM and JA; and the manuscript was prepared by all.
Declaration of Conflicting Interests
The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.
Funding
The author(s) disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: This work was supported by the Lanzhou University (grant number 561119201).
Ethical approval
The study was approved by the ethical committee board of Lanzhou University (reference number: LZUHLXY20200001). The informed consent form was signed by participants and pseudonyms were used.
