Title of statistical activity: Health and living conditions of elderly people

Code of statistical activity: 40018

  1. Contact
  2. Metadata update
  3. Statistical presentation
  4. Reference period
  5. Institutional mandate
  6. Confidentiality
  7. Release policy
  8. Frequency of dissemination
  9. Accessibility and clarity
  10. Quality management
  11. Relevance
  12. Accuracy and reliability
  13. Timeliness and punctuality
  14. Coherence and comparability
  15. Cost and burden
  16. Data revision
  17. Statistical processing

1. Contact Individual or organisational contact points for the data or metadata, including information on how to reach the contact points.

1.1. Contact organisation The name of the organisation of the contact points for the data or metadata.

Statistics Estonia

1.2. Contact organisation unit An addressable subdivision of an organisation.

Population and Social Statistics Department

1.3. Contact name The name of the contact points for the data or metadata.

Tatjana Portnova

1.4. Contact person function The area of technical responsibility of the contact, such as "methodology", "database management" or "dissemination".

Leading Analyst

1.5. Contact mail address The postal address of the contact points for the data or metadata.

78 Tiigi Str, 50410 Tartu, Estonia

1.6. Contact email address E-mail address of the contact points for the data or metadata.


1.7. Contact phone number The telephone number of the contact points for the data or metadata.

+372 625 8485

2. Metadata update The date on which the metadata element was inserted or modified in the database.

2.1. Metadata last certified Date of the latest certification provided by the domain manager to confirm that the metadata posted are still up-to-date, even if the content has not been amended.


2.2. Metadata last update Date of last update of the content of the metadata.


3. Statistical presentation

3.1. Data description Main characteristics of the data set described in an easily understandable manner, referring to the data and indicators disseminated.

Health, living conditions and social network of elderly people (aged 50+)

3.2. Classification system Arrangement or division of objects into groups based on characteristics which the objects have in common.

Not used

3.3. Sector coverage Main economic or other sectors covered by the statistics.


3.4. Statistical concepts and definitions Statistical characteristics of statistical observations.

Aggregate replacement ratio – the ratio of income from pensions of persons aged between 65 and 74 years and income from work of persons aged between 50 and 59 years.

At-risk-of-poverty rate – the share of persons with an equalised annual disposable income lower than the at-risk-of-poverty threshold.

At-risk-of-poverty threshold – 60% of the median equalised annual disposable income of household members.

Disposable (net) income – a sum of income from wage labour, benefits and losses from self-employment, property income, social transfers, regular inter-household cash transfers received and receipts for tax adjustment of which inter-household cash transfers paid, taxes on wealth and repayments for tax adjustment have been subtracted.

Equalised income – the total household income, which is divided by a sum of equivalence scales of all household members.

Equivalence scale – a weight designated to a household member depending on his/her age to reflect the joint consumption of a household.

Highest quintile – a fifth of the population receiving the highest equalised disposable income.

Household – a group of persons living in the common main dwelling (at the same address), who share joint financial and/or food resources and whose members consider themselves to belong to the same household. Household can also consist of one member only.

Lowest quintile – a fifth of the population receiving the lowest equalised disposable income.

Most frequent activity status – activity status, which characterised a person for more than 6 months in a year.

Quintile share ratio – the sum of equalised annual disposable income of the highest quintile divided by the sum of equalised annual disposable income of the lowest quintile.

Relative median at-risk-of-poverty gap – the distance of mean income of people at-risk-of-poverty-rate from the at-risk-of-poverty threshold in percentages.

Single person aged over 64 – household consisting of one person aged 65 or more.

Single person aged under 65 – household consisting of one person aged 64 or less.

3.5. Statistical unit Entity for which information is sought and for which statistics are ultimately compiled.


3.6. Statistical population The total membership or population or "universe" of a defined class of people, objects or events.

Permanent residents of Estonia


Households and their members living at the address registered in the Population Register

3.7. Reference area The country or geographic area to which the measured statistical phenomenon relates.

Estonia as a whole

3.8. Time coverage The length of time for which data are available.


3.9. Base period The period of time used as the base of an index number, or to which a constant series refers.

Not applicable

4. Reference period The period of time or point in time to which the measured observation is intended to refer.


5. Institutional mandate

5.1. Legal acts and other agreements Legal acts or other formal or informal agreements that assign responsibility as well as the authority to an agency for the collection, processing, and dissemination of statistics.


Not available


Not available


Not avaliable

6. Confidentiality A property of data indicating the extent to which their unauthorised disclosure could be prejudicial or harmful to the interest of the source or other relevant parties.

6.1. Confidentiality - policy Legislative measures or other formal procedures which prevent unauthorised disclosure of data that identify a person or economic entity either directly or indirectly.

The dissemination of data collected for the purpose of producing official statistics is guided by the requirements provided for in § 32, § 34, § 35, § 38 of the Official Statistics Act.

6.2. Confidentiality - data treatment Rules applied for treating the data set to ensure statistical confidentiality and prevent unauthorised disclosure.

The treatment of confidential data is regulated by the Procedure for Protection of Data Collected and Processed by Statistics Estonia: https://www.stat.ee/66485.

7. Release policy Rules for disseminating statistical data to interested parties.

7.1. Release calendar The schedule of statistical release dates.

Notifications about the dissemination of statistics are published in the release calendar, which is available on the website. Every year on 1 October, the release times of the statistical database, news releases, main indicators by IMF SDDS and publications for the following year are announced in the release calendar (in the case of publications – the release month).

7.2. Release calendar access Access to the release calendar information.


7.3. User access The policy for release of the data to users, the scope of dissemination (e.g. to the public, to selected users), how users are informed that the data are being released, and whether the policy determines the dissemination of statistical data to all users.

All users have been granted equal access to official statistics: dissemination dates of official statistics are announced in advance and no user category (incl. Eurostat, state authorities and mass media) is provided access to official statistics before other users. Official statistics are first published in the statistical database. If there is also a news release, it is published simultaneously with data in the statistical database. Official statistics are available on the website at 8:00 a.m. on the date announced in the release calendar.

8. Frequency of dissemination The time interval at which the statistics are disseminated over a given time period.


9. Accessibility and clarity

9.1. News release Regular or ad-hoc press releases linked to the data.

Not published

9.2. Publications Regular or ad-hoc publications in which the data are made available to the public.

Not published

9.3. Online database Information about on-line databases in which the disseminated data can be accessed.

Data are published under the subject area “Social life / Social exclusion and ” in the statistical database at http://pub.stat.ee.

9.4. Microdata access Information on whether micro-data are also disseminated.

The dissemination of data collected for the purpose of producing official statistics is guided by the requirements provided for in § 33, § 34, § 35, § 36, § 38 of the Official Statistics Act. Access to microdata and anonymisation of microdata are regulated by Statistics Estonia’s procedure for dissemination of confidential data for scientific purposes: https://www.stat.ee/dokumendid/51669.

Public use data files are available free of charge to anybody interested in doing statistical analysis based on microdata:


9.5. Other References to the most important other data dissemination done.

Not used

9.6. Documentation on methodology Descriptive text and references to methodological documents available.

The Estonian Social Survey. Methodological Report, Statistics Estonia (2010)


Luule Sakkeus. SHARE eesmärk ja metodoloogia (sh küsimustik “SHARE – vanemaealiste uuring 2015”)


9.7. Quality documentation Documentation on procedures applied for quality management and quality assessment.

The quality report sent to Eurostat is available at https://circabc.europa.eu/faces/jsp/extension/wai/navigation/container.jsp

10. Quality management Systems and frameworks in place within an organisation to manage the quality of statistical products and processes.

10.1. Quality assurance All systematic activities implemented that can be demonstrated to provide confidence that the processes will fulfil the requirements for the statistical output.

To assure the quality of processes and products, Statistics Estonia applies the EFQM Excellence Model, the European Statistics Code of Practice and the Quality Assurance Framework of the European Statistical System (ESS QAF). Statistics Estonia is also guided by the requirements in § 7. “Principles and quality criteria of producing official statistics” of the Official Statistics Act.

10.2. Quality assessment Overall assessment of data quality, based on standard quality criteria.

Statistics Estonia performs all statistical activities according to an international model (Generic Statistical Business Process Model – GSBPM). According to the GSBPM, the final phase of statistical activities is overall evaluation using information gathered in each phase or sub-process; this information can take many forms, including feedback from users, process metadata, system metrics and suggestions from employees. This information is used to prepare the evaluation report which outlines all the quality problems related to the specific statistical activity and serves as input for improvement actions.

11. Relevance The degree to which statistical information meet current and potential needs of the users.

11.1. User needs Description of users and their respective needs with respect to the statistical data.

Ministry of Social Affairs

Institute of International Social Studies

Tallinn University

University of Tartu

Users’ suggestions and information about taking these into account are available on the website of Statistics Estonia at https://www.stat.ee/statistikatood.

11.2. User satisfaction Measures to determine user satisfaction.

Since 1996, Statistics Estonia has conducted reputation and user satisfaction surveys.

All results are available on the website at https://www.stat.ee/user-surveys.

11.3. Completeness The extent to which all statistics that are needed are available.

The data are complete and in compliance with the data composition requirements of the European Commission regulation.

12. Accuracy and reliability Accuracy: closeness of computations or estimates to the exact or true values that the statistics were intended to measure.
Reliability: closeness of the initial estimated value to the subsequent estimated value.

12.1. Overall accuracy Assessment of accuracy, linked to a certain data set or domain, which is summarising the various components.

The accuracy of source data is monitored by assessing the methodological soundness of data sources and the adherence to the methodological recommendations.

12.2. Sampling error That part of the difference between a population value and an estimate thereof, derived from a random sample, which is due to the fact that only a subset of the population is enumerated.

Sampling error estimates are calculated for all indicators found, but are published only for more important indicators.

12.3. Non-sampling error Error in survey estimates which cannot be attributed to sampling fluctuations.

Although a person has the obligation to ensure correctness of residential address in the population register, there is some under-coverage of persons and households there. Assuming that all persons living permanently in Estonia are registered in the population register and considering the amount of imprecise addresses in the population register, the under-coverage of households may be at most 1–1.5%.

13. Timeliness and punctuality

13.1. Timeliness Length of time between data availability and the event or phenomenon they describe.

Preliminary data are published 160 days after the field-work.

Final data and microdata files are published 240 days after the end of the reference year (T + 240).

13.2. Punctuality Time lag between the actual delivery of the data and the target date when it should have been delivered.

The data have been published at the time announced in the release calendar.

14. Coherence and comparability

14.1. Comparability - geographical The extent to which statistics are comparable between geographical areas.

The health and living conditions survey of elderly people is part of a major survey, SHARE (The Survey of Health, Ageing and Retirement in Europe), which is conducted in every two years. 4 waves of SHARE (2004–2011) were conducted in 16 European countries. Estonia joined the survey in the fourth wave. From 2017, all 28 EU Member States and Israel participate in the survey.

14.2. Comparability - over time The extent to which statistics are comparable or reconcilable over time.

The data are comparable since 2005.

14.3. Coherence - cross domain The extent to which statistics are reconcilable with those obtained through other data sources or statistical domains.

The outputs of the statistical activity are coherent.

14.4. Coherence - internal The extent to which statistics are consistent within a given data set.

The internal consistency of the data is ensured by the use of a common methodology for data collection and data aggregation.

15. Cost and burden Cost associated with the collection and production of a statistical product and burden on respondents.

Cost of statistical activity 9.8 thousand euros (data for 2018)

16. Data revision Any change in a value of a statistic released to the public.

16.1. Data revision - policy Policy aimed at ensuring the transparency of disseminated data, whereby preliminary data are compiled that are later revised.

The data revision policy and notification of corrections are described in the dissemination policy of Statistics Estonia at https://www.stat.ee/dissemination-policy.

16.2. Data revision - practice Information on the data revision practice.

Not applicable

17. Statistical processing

17.1. Source data Characteristics and components of the raw statistical data used for compiling statistical aggregates.


Not used


SHARE (The Survey of Health, Ageing and Retirement in Europe) data base.

Since 2012, statistics are calculated partially on the basis of the data of registers (Tax and Customs Board, Unemployment Insurance Fund, Health Insurance Fund, Social Insurance Board).


Data from statistical activity 40003 “Household Panel Survey” are used.

17.2. Frequency of data collection Frequency with which the source data are collected.


17.3. Data collection Systematic process of gathering data for official statistics.

Statistics are calculated in addition to the SHARE, on the basis of the Household Panel Survey data, since 2012 partially on the basis data of registers (Tax and Customs Board, Unemployment Insurance Fund, Health Insurance Fund, Social Insurance Board). The Social Survey is a sample survey designed to obtain comparative and reliable statistics on income distribution, living conditions and social exclusion.

All households living permanently in Estonia are considered as the surveye population. Persons living in institutional households (children’s homes, care homes, convents) are excluded. All published estimates have been calculated for the total population of a respective region. The size of respective populations has been determined on the basis of the estimated total population provided by Statistics Estonia.

Data from Tax and Customs Board are received via an FTP-server and X-Road; data from Unemployment Insurance Fund, Health Insurance Fund and Social Insurance Board are received via an FTP-server.

17.4. Data validation Process of monitoring the results of data compilation and ensuring the quality of statistical results.

Before data dissemination, the internal coherence of the data is checked.

17.5. Data compilation Operations performed on data to derive new information according to a given set of rules.

Individual data are aggregated to the level necessary for analysis. This includes aggregating the data according to the classification, and calculating various statistical measuring indicators, such as the average, median, dispersion, etc.

The collected data are converted into statistical output. This includes calculating additional indicators.

17.6. Adjustment The set of procedures employed to modify statistical data to enable it to conform to national or international standards or to address data quality differences when compiling specific data sets.

Not applicable

18. Comments Supplementary descriptive text which can be attached to data or metadata.

As of 2017, the statistical activity is included in main statistics, i.e. it will be conducted each year, except for statistics published on the basis of the SHARE (The Survey of Health, Ageing and Retirement in Europe) survey.