AMERICAN JOURNAL OF HUMAN BIOLOGY 21:541–547 (2009) Original Research Article Women’s Fertility and Mortality in Late Mid Life: A Comparison of Three Contemporary Populations EMILY GRUNDY* Centre for Population Studies, London School of Hygiene and Tropical Medicine, London WC1A 3DP, United Kingdom ABSTRACT Evolutionary theory suggests a trade-off between reproduction and somatic maintenance implying a negative relationship between parity and longevity, at least in natural fertility populations. In populations in which fertility control is usual, there are also a number of mechanisms that may link reproductive careers and later mortality, but evidence of associations between women’s fertility patterns and their later life health has been judged inconclusive due to varying controls for socio-economic characteristics and marital status. Here, we build on three recent studies that followed a common framework to investigate associations between women’s parity and timing of first and last birth with mortality in late middle age in three contemporary developed counties, Norway, England and Wales, and the USA. Data were drawn from whole population registers (Norway); a large census-based record linkage study (England and Wales), and a nationally representative survey linked to death records (USA). Results show that teenage childbirth was associated with higher mortality risks in late middle age in all three countries. Risks of death were significantly raised among nulliparous women in Norway and England and Wales, and also raised (although not significantly so) for childless US women. However, although higher parity was associated with a slight mortality disadvantage in England and Wales and the USA, the reverse seemed the case in Norway. These finding suggest that in populations in which fertility control is usual, contextual factors influencing the relative costs and benefits of childbearing may influence associations between fertility histories and later mortality. Am. J. Hum. Biol. 21:541–547, 2009. ' 2009 Wiley-Liss, Inc. A growing body of research has shown associations between one important aspect of women’s lives—fertility history—and their postreproductive mortality but our understanding of underlying mechanisms, which in some cases may be offsetting, is still limited (Beral, 1985; Doblhammer, 2000; Friedlander, 1996; Hurt et al., 2006; Kvale et al., 1994; Lund et al., 1990). Theories from evolutionary biology suggest trade-offs between reproduction and investment in somatic maintenance that would imply inverse associations between fertility and longevity (Gagnon et al., 2008; Kirkwood and Rose, 1991; Smith et al., 2002). However, results from studies of natural fertility populations are not all consistent with this theory and, as discussed elsewhere in this volume (Gagnon et al., 2009), their interpretation is complicated by data comparability issues and varying allowance for selective influences. In contemporary developed societies in which deliberate control of fertility is widespread, understanding of possible mechanisms linking fertility and later mortality is arguably even more complex. In both ‘‘natural’’ and ‘‘Malthusian’’ populations, a range of biosocial factors influence fecundity and fertility, including opportunities for and timing of marriage, duration of marriage (largely mortality driven), and nutritional, biological or behavioral factors influencing fecundity, such as breastfeeding practices. In societies in which birth control is usual, individual or couple-based decision-making about the timing and number of births is also important and will be influenced by the perceived costs and benefits of childbearing and rearing. These are likely to vary with context, as may the implications of fertility patterns for women’s later life health and mortality. FERTILITY PATTERNS, HEALTH, AND MORTALITY Specific physiological mechanisms may link fertility patterns and subsequent health and disease. For example, C 2009 V Wiley-Liss, Inc. pregnancy, childbirth, and lactation are associated with hormonal and other physiological changes that may affect risks of developing cancers of the female reproductive system and also other cancers (Kabat et al., 2007; Russo and Russo, 2007; Salehi et al., 2008). Epidemiological studies show an inverse relationship between parity and the incidence of breast, ovarian and uterine cancer with later childbearing conferring additional risks of breast cancer (Lochen and Lund, 1997; Russo and Russo, 2007; Salehi et al., 2008). Pregnancy is also a state of relative insulin resistance, and repeated pregnancies may result in permanent deficiencies in lipid and glucose metabolism and higher risks of diabetes and cardiovascular disease (Kvale et al., 1994; Lawlor et al., 2003). Pregnancy additionally involves calcium loss and other nutritional challenges, oxidative stress, and reduced immunological resistance to infectious diseases (Christensen et al., 1998), although the implications of these for later health and mortality may be less relevant in well-nourished populations. Apart from these effects directly related to pregnancy and childbirth, women’s health may be influenced by a range of other positive and negative stresses and supports associated with parenthood. On the negative side, mother- Contract grant sponsor: UK Economic and Social Research Council; Contract grant numbers: RES-000-0394, RES-348-25-0004; Contract grant sponsors: Norwegian Centre for Advanced Study, Centre for Longitudinal Study Information and User Support service (CeLSIUS). *Correspondence to: Emily Grundy, Centre for Population Studies, London School of Hygiene and Tropical Medicine, 49-50 Bedford Square, London WC1A 3DP, UK. E-mail: emily.grundy@lshtm.ac.uk Received 8 February 2009; Accepted 27 March 2009 DOI 10.1002/ajhb.20953 Published online 5 May 2009 in Wiley InterScience (www.interscience. wiley.com). 542 E. GRUNDY hood involves considerable economic outlays (Joshi, 2002), which might be expected to have adverse effects especially for those on low incomes, and the potential for role overload and stress related to children (D’Elio et al., 1997; Elstad, 1996). More positively, motherhood may provide an incentive to adopt healthier behaviors, provide enhanced opportunities for social interaction, and pave the way for social support from children in later life, all of which should be health enhancing (Antonucci et al., 2003; Kendig et al., 2007). The relative balance of negative and positive effects on health is likely to vary according to the context and particular fertility pathways. Lone mothers in Britain, for example, have been found to have higher risks of depression than childless women while the mental health of married mothers is better than that of the childless (Harrison et al., 1999). In addition to physiological and biosocial pathways linking fertility histories and mortality, a range of selective influences and possible confounding factors also need consideration. Antecedent serious health problems or disabilities, for example, may preclude or reduce chances of partnership and parenthood, as well as increasing risks of death (Kiernan, 1989). Health-related behaviors may themselves influence fecundity and fertility, and both fertility and mortality vary considerably by indicators of socio-economic status such as education (Kravdal and Rindfuss, 2008; Ni Brolchain, 1993). Lower parental socioeconomic status, experience of family disruption, lower educational attainment, and high propensities for risk taking have been shown to be associated with earlier entry into sexual activity, partnership, and parenthood (Maughan and Lindelow, 1997); which in turn is associated with higher overall parity; these and other early life characteristics are also associated with mortality differentials. Late childbearing, conversely, may be indicative of a slower pace of ageing influencing fecundity (Cooper et al., 2000; Jacobsen et al., 2003) and, perhaps more pertinently in contracepting populations, decisions about having children at relatively late ages may by influenced by perceptions of health. Most previous studies of contemporary developed country populations suggest a J- or U-shaped relationship between parity and women’s postreproductive mortality with higher risks for the childless (and in some studies those with only one child) than for mothers of two children and also excess mortality for high parity women (Doblhammer, 2000; Kvale et al., 1994). However, as with studies of natural fertility populations, there are inconsistencies in results and the authors of a systematic review of studies up to 2005 considered that the evidence was far from conclusive due to varying control for socio-economic factors and marital status and differences in the parity groups compared (Hurt et al., 2006). Several studies including controls for socio-economic and marital status have been reported subsequently, these include three, of England and Wales, Norway, and the USA (Grundy and Kravdal, 2008; Grundy and Tomassini, 2005; Henretta, 2007), conducted as part of two linked projects in which common definitions and analytical approaches were used. In this article, we present comparative results from these studies in order to explore possible contextual effects on associations between reproductive behavior and later mortality in contemporary developed societies. We first briefly consider the demographic and social policy context in the three countries. American Journal of Human Biology FERTILITY AND MORTALITY TRENDS As shown in Figure 1, the three countries considered have experienced broadly similar trends in fertility and in female life expectancy over the past century. All had falling fertility in the first decades of the twentieth century, reaching a low point in the 1930s, followed by a post-war baby boom and then a return to low fertility in the 1980s and 1990s. However, the USA post-war baby boom started earlier and was more substantial, both in terms of level and in duration, than in either European country and for most of this period Norwegian fertility rates were slightly higher than those in England and Wales. Trends in female mortality have also been similar, although Norwegian women have generally enjoyed slightly higher life expectancy at age 10 than the other groups, particularly nonWhite US females (Fig. 2). The three countries also differ with regard to welfare state arrangements and social policies, which may be important determinants of health and health inequalities in advanced industrial societies as they mediate the extent, and impact, of socio-economic status on health (Bambra, 2006). Such policies may also have an influence on the relative costs and benefits of childbearing and childrearing (Aassve et al., 2005; Curtis and Phipps, 2004), and so potentially on the association between fertility pathways and later mortality. Norway is one of the countries identified by Esping-Andersen (1990) as constituting the ‘‘social democratic’’ type of regime with a generous welfare system underpinned by a commitment to gender equality and individual entitlement (Rønsen, 2004). The USA belongs to the liberal tradition with a greater emphasis on means tested benefits for the most marginalized; the UK lies somewhat in between with more supports for families (including free health care) than the US, but fewer than in Norway (Esping-Andersen, 1990). These differences would suggest that the ‘‘costs’’ of childbearing and rearing in Norway would be the lowest, and those in the USA the highest among the countries considered here. DATA AND METHODS Published and unpublished results from three data sets are used to compare associations between women’s fertility and mortality in late mid life. These data sets are population register data for the whole Norwegian population; a record linkage study of 1% of the population of England and Wales [the Office for National Statistics Longitudinal Study (ONS LS)]; and the US Health and Retirement Survey (HRS), a nationally representative sample of the older United States population linked to mortality records. Norway The Norwegian data come principally from the Norwegian Central Population Register, which was established drawing on the 1960 Census and subsequently has been continuously updated. All Norwegian residents are included in the register and are assigned a personal identification number used in all dealings with official agencies and many commercial ones. A wide range of other registers based on the same identification number are also maintained, including registers of level of education and of mortality (Longva et al., 1998). For women born between 1935 and 1958, maternity histories can be assembled as parents’ identification numbers have been 543 WOMEN’S FERTILITY AND MORTALITY IN LATE MID LIFE Fig. 1. Fertility (total fertility rates) in Norway, England and Wales, and the USA from 1911–1915 to 1991–1995. Fig. 2. Trends in female further life expectancy at age 10, Norway, England and Wales and the USA, 1850–1999. Sources: Human Mortality Database (HMD; http://www.mortality.org); Carter et al. (2006). recorded at registration of all births since 1965, when those included in this analysis were aged 7–30. Earlier births to the oldest members of the study can be captured through linkage of parent–child information from the 1970 (and to some extent the 1960) census undertaken by Statistics Norway. It is possible that some births prior to 1965 to cohort members old enough to have given birth before then (i.e., themselves born before 1950) would have been missed if the children were put up for adoption or died and so were not living with their mothers in 1960 or 1970, but such cases would be few in number. Further details of the data have been reported elsewhere (Grundy and Kravdal, 2008). Mortality in the analyses presented here was restricted to ages above 45 (i.e., no earlier than 1980), when women had largely completed their childbearing, and below 68, the age of the oldest cohort at the end of follow-up in 2003. In the period considered, fewer than 5% of men and 3% of women died before age 45 so these survivors constitute the vast majority of their respective birth cohorts (Statistics Norway, 2006). 744,784 women contributed 23,241 deaths and 7.20 million person-years of follow-up. American Journal of Human Biology 544 E. GRUNDY England and Wales The ONS LS is a record linkage study of 1% of the population initially based on those enumerated in the 1971 Census of England and Wales. Sample members were traced in the National Health Services Central Register and record linkage used to add information from subsequent censuses and from vital registration, including births to sample mothers, death of spouse, and death. The LS has been maintained through the addition of 1% of new births and immigrants, but these analyses are based on follow-up of women from the initial 1971 sample who were then aged 31–40 (birth cohorts 1931–1940). The 1971 Census included questions on the marital and fertility histories of ever-married women. As only ever-married women were asked to provide fertility history data and they were only asked to record births within marriage, data on nonmarital births prior to 1971 is lacking. However, for cohorts born between 1920 and 1940, nonmarital fertility generally accounted for only 4–6% of all births in England and Wales, so the effect of this omission is relatively slight. Subsequent births to sample mothers (of all marital statuses) are captured through linkage-to-birth registration records. Some births may have been missed due to linkage failure, estimated to be around 8–9% (Hattersley and Creeser, 1995), but comparisons with other sources of data on completed parity, reported elsewhere, show a good match (Grundy and Tomassini, 2005). USA US data are drawn from the first five waves of the Health and Retirement Study collected between 1992 and 2000. The sample used here consists of the original HRS cohort born between 1931 and 1941. Data are linked to the National Death Index (NDI) up to 2000, providing date of death for deceased respondents. In addition, the study conducts a proxy interview after a respondent’s death and collects date of death. The sample is limited to female age-eligible respondents born between 1931 and 1941, who were first interviewed in 1992 and were also in the 1994 round when questions on numbers and ages of living children were fielded. The fertility data used thus relate to living children rather than children ever born. Further details have been reported in Henretta (2007) and Henretta et al. (2008). The three samples thus differ somewhat in construction and also considerably in sample size, and so statistical power. Variables used in the analysis Fertility history. Dummy variables were used to identify those with 0, 1, 2 (reference group), 3, 4 or 5 or more births. In Norway and England and Wales these refer to children ever-born, in the USA to living children in 1994. Two additional dummy variables identified those with a birth before age 20 and those with a birth at age 40 or older. Covariates. The three data sources do not provide the same information on socio-demographic characteristics, but covariates were chosen to provide as near as possible equivalent indicators of socio-demographic circumstances. These were: age in single years (all countries), marital staAmerican Journal of Human Biology tus (time varying in Norway; last census/survey point in England and Wales and the USA with time varying indicators of widowhood), and socio-economic status. Norwegian data on socio-economic status came from detailed time varying information on the educational qualifications of women studied, and their spouses if relevant, distinguishing five levels of educational attainment. In England and Wales, indicators comprised housing tenure and household access to a car at baseline (1971); possession of a higher level educational qualification (gained at around or above age 18) and occupational social class of self and/or husband. In the USA years of education, race/ethnicity, and log net worth comprised the indicators used. Methods. Postreproductive mortality risks were estimated using discrete time event history models for deaths observed between 1980 and 2003 at ages 45–68 (Norway); deaths observed between 1980 and 2000 at ages 50–69 (England and Wales); and deaths observed between 1994 and 2000 at ages 53–69 (USA). Following standard procedures, (Allison, 1984), a series of observations for discrete time periods (in this case 1 year) were created for each person from the relevant starting point until the event of interest (death) or censorship (at the end of the follow-up period or exit through emigration or loss to follow-up). Observations for all discrete time periods are then pooled. Logistic models were then fitted using the Proc Logistic procedure in the SAS software package. RESULTS Table 1 presents descriptive information on the fertility characteristics of the women in the three studies. Overall fertility was highest in the US sample that included a much higher proportion (21%) of women with five or more children than in either England and Wales (7%) or Norway (4%). US women were also the least likely to be childless (8% compared with 15% in England and Wales and 11% in Norway). In the USA women with two or three children were equally numerous, whereas in both England and Wales and Norway those with two children comprised the largest group. Table 2 shows mortality risks in the three populations by parity and, for the parous, additionally by experience of a teenage or a late birth (at age 40 or greater). Results are from fully adjusted models including controls for the socio-demographic characteristics discussed above. In the analyses of mortality among all women (top half of the table), results for nulliparous and low parity women were broadly similar in the three populations. In both Norway and England and Wales, nulliparous women had significantly raised mortality risks; in the USA the odds ratio for nulliparous women was also raised but did not reach conventional levels of statistical significance. In Norway odds of death were raised for mothers of one child; again odds ratios in the USA were similar but not statistically significant. Results for higher parity women, however, differ. In England and Wales the mortality of women with five or more births was raised, odds ratios for high parity US women were also raised but did not quite reach conventional levels of statistical significance (P < 0.07). In both England and Wales and the USA, odds ratios for women with four births (and in the case of the USA, also women 545 WOMEN’S FERTILITY AND MORTALITY IN LATE MID LIFE TABLE 1. Distribution of samples by fertility indicators and birth cohort, England and Wales, Norway, and the USA England and Wales Norway USAa Birth cohort All women TFR Parity 0 (%) Parity 1 Parity 2 Parity 3 Parity 4 Parity 51 Parous women Birth before 20 Birth after age 39 N 1931–1940 2.2 15.2 13.7 33.4 21.1 9.6 7.2 1935–1958 2.3 11.3 11.4 37.3 26.1 9.7 4.2 1931–1941 3.2 8.3 8.8 23.1 23.1 15.8 20.9 7.5 3.1 26,436 13.5 3.1 7.2 Mb 23.0 3.7 4,335 a Children alive in 1994. Person years. Sources: Analysis of ONS LS (Grundy and Tomassini, 2005); Norwegian Registry data (Grundy and Kravdal, 2008) and US HRS (produced by John Henretta). b parous women and including the birth timing variables, associations between high parity and mortality appear slightly different than in the analyses including nulliparous women. In Norway, the overall trend of lower mortality with higher parity appears similar in models including and excluding the nulliparous, but in the model restricted to the parous this negative association between high parity (five or more children) and mortality reached conventional levels of statistical significance, in short the results tend to be slightly stronger than in the model including all women. In England and Wales and the USA, the reverse seems to be the case: restricting the model to mothers and including birth timing variables resulted in the positive (worse) association between high parity and mortality ceasing to be significant, that is, the effect of including the indicators of birth timing and excluding the nulliparous seems to be to attenuate the association between higher parity and mortality seem in the model including all women. DISCUSSION TABLE 2. Results from discrete time event history models of mortality in late mid life by fertility characteristics, women in Norway, England and Wales, and the USA All women 0 1 2 (ref) 3 4 51 Parous women 1 2 (ref.) 3 4 51 Birth before 20 Birth after 39 Number of deaths England and Wales deaths 1980–2000 at ages 50–69, birth cohort 1931–1940 Norway deaths 1980–2003 at ages 45–68, birth cohort 1935–1958 USA deaths 1994–2000 at ages 53–69, birth cohort 1931–1941 Odds ratio 1.28** 1.10 1.00 1.01 1.11 1.25** Odds ratio 1.50** 1.31** 1.00 0.95* 0.95* 0.94 Odds ratio 1.47 1.34 1.00 1.21 1.29 1.41y 1.12 1.00 0.99 1.05 1.12 1.30** 0.94 2,212 1.37** 1.00 0.92** 0.90 0.89** 1.21** 0.86** 23,241 1.46 1.00 1.09 1.04 1.05 1.57** 0.73 329 y P < 0.10; *P < 0.05; **P < 0.01. Sources: Analysis of ONS LS (Grundy and Tomassini, 2005; unpublished analyses); Norwegian Registry data (Grundy and Kravdal, 2008) and US HRS (produced by John Henretta). with three births) were above 1, although again these differences were not statistically significant. Results for Norwegian women, in contrast, showed significantly lower mortality for those with three or four births compared with mothers of two—although differences in odds ratios were not large—and a ratio below 1 for women with five or more births. Results of analyses restricted to parous women and including dummy variables indicating experience of a teenage and/or a late birth (as well as the socio-demographic controls), are shown in the lower panel of Table 2. Mothers with a birth before age 20 had higher mortality than other mothers in all three countries whereas late childbearing was associated with odds ratios below 1 in all three countries, but only in Norway was this association statistically significant. In these analyses restricted to There are a number of limitations to this comparison, although efforts were made to derive equivalent indicators of socio-economic status and the fertility variables were defined in the same way, there are nevertheless considerable differences in data design and size. Additionally, deaths were observed at a relatively early stage of postreproductive life and associations with mortality in later old age might differ [although in the England and Wales study, mortality patterns were also examined in older cohorts and were found to be similar to those shown here (Grundy and Tomassini, 2005)]. However structured comparisons, even those with some limitations as this one, have the potential to shed light on a topic that has been confused by the number of studies with apparently conflicting results, as illustrated in the article by Gagnon et al. also included in this volume. In contrast to the Gagnon article, however, these results from three contemporary populations in which birth control is usual, are suggestive both of interesting similarities across the populations considered, and some intriguing differences. First, nulliparous women seem to be disadvantaged in all three populations. This may partly reflect various selective influences, but it is interesting that patterns are similar despite the variations in the proportions of nulliparous women in the three data sources. In the USA, only 8% of the women in the sample were childless compared with 11% of the Norwegian women and 15% of women in England and Wales, in short childless women in the US represent a more selected group. This would suggest that they might include a larger representation of women with particularly unfavorable characteristics (such as childhood poor health and/or infecundity) likely to be independently associated with later mortality risks. In short, if prior selection effects largely account for the higher mortality of childless women, we might expect the differential to greater in the US than in England and Wales (where childless women accounted for a larger proportion of the cohort) in much the same way as excess mortality of never-married people has been shown to be highest in populations in which the proportions of never-married are lowest (Hu and Goldman, 1990). Although the odds ratio of mortality for childless women was indeed higher in the US than the equivalent figure for women in England and American Journal of Human Biology 546 E. GRUNDY Wales (although no higher than for Norwegian women), it was not significantly raised and there is no clear picture of differentiation in effect. Further investigation using a larger US data set, and data from a wider range of countries varying in the proportions childless, would allow further investigation of this. Second, teenage motherhood is also associated with raised mortality risks in later life in all three populations. Unmeasured early life disadvantages influencing both fertility and mortality are likely to be important but, as in the case of the comparison of nulliparous women, it is notable that this pattern is evident throughout despite the very large variations in the proportions of women who had had a teenage birth (23% of US women compared with 8% of women in England and Wales). It is interesting that Gagnon et al. (2009) find that in the two earlier of the natural fertility populations they consider, Old Quebec and Saguenay-Lac-St-Jean, the association between age at first birth and mortality is in the opposite direction, that is, a later age at first birth increases mortality risk. This may reflect both different pathways to and different consequences of early motherhood. In modern populations, it is known that teenage motherhood is associated with early life disadvantages [although it is still associated with poorer later health even when these are controlled, as illustrated by Henretta et al. (2008)]. In preindustrial rural populations, by contrast, it may be that healthier more advantaged women are able to marry earlier and also conceive sooner because of nutritional advantages (Gagnon et al., 2008). Moreover in industrialized societies, but not in preindustrial farm-based communities, part of the negative effect of early parenthood may arise from disrupted career progression with consequent negative effects on later socio-economic status. Late motherhood was associated with odds of death below 1 in all populations, but only in the large Norwegian data set (which included the lowest proportion of mothers with a birth at ages 40 or above) was this statistically significant. Selective factors are likely to be important here too (in all three populations, the proportion of women having a birth at age 40 or above was very low), but it has also been suggested that having children who are still young in later life may have health-promoting effects (Perls et al., 1997; Yi and Vaupel, 2004). In terms of differences, the most interesting is the difference between England and Wales and Norway in the association between high parity and later mortality. In Norway, there appears to be no high parity ‘‘penalty’’ and indeed mothers of three or four children had lower mortality than the reference group of mothers of two (although the difference was not great). Other Scandinavian studies have also failed to find mortality disadvantages even among very high parity women. Thus, a Finnish study of high women with five or more children reported below average all cause mortality and found no mortality disadvantage even for women who had had ten or more births (Hinkula et al., 2006). In England and Wales (and in the USA), by contrast, women with five or more births had raised mortality. This difference might reflect some variation in the composition of the high parity groups not adequately controlled for using the covariates available. The fact that the association between high parity and higher mortality weakened (to nonsignificance) in England and Wales but, if anything, appeared slightly stronger in Norway in models restricted to parous women and including birth timing variables lends some support American Journal of Human Biology to this possibility as an early start to childbearing is positively associated with overall parity. However, it is also possible that the more generous supports available for parents in Norway tip the balance between the costs and benefits of childbearing toward the benefits. In short, associations between fertility and later mortality in modern populations in which birth control is usual, may depend on context and reflect a range of biosocial, rather than strictly biological, factors. Further investigations using both large scale demographic data sets and also data sets including behavioral and biomarker data might shed further light on this. The first could be used to see whether associations between parity and mortality vary between countries with different social policy regimes, but more detailed data are needed to elucidate biosocial pathways linking reproduction and health. It would be interesting, for example, to examine variations by parity in indicators such as cortisol levels in different populations and also to investigate whether associations between reproductive pathways and health-related behaviors vary. Further comparative approaches using common frameworks and definitions are also important to enable the best to be made of the data currently available. ACKNOWLEDGMENTS Results in this paper draw on collaborative work with Cecilia Tomassini and John Henretta and Oystein Kravdal. Analysis of data from the Office for National Statistics Longitudinal Study of England and Wales was supported by the Centre for Longitudinal Study Information and User Support service (CeLSIUS) at the London School of Hygiene & Tropical Medicine, UK. 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