APS SURVEY 2002APS SURVEY 2002CHAIR OF PEDIATRICS SURVEY 2002CHAIR OF PEDIATRICS SURVEY 2002

UBC PREPARATION FOR RETIREMENT 2009UBC PREPARATION FOR RETIREMENT 2009

Judith G. Hall, OC, MDJudith G. Hall, OC, MDProfessor EmeritaProfessor EmeritaUniversity of BC University of BC

Depts of Pediatrics & Medical GeneticsDepts of Pediatrics & Medical Genetics

NO KNOWN CONFLICTS OF INTERESTNO KNOWN CONFLICTS OF INTEREST

BACKGROUNDBACKGROUND Living longerLiving longer

When I was born, life expectancy was 59 years. When I was born, life expectancy was 59 years. Now my life expectancy is 88 years. Now my life expectancy is 88 years. That’s ~ 30 extra years!That’s ~ 30 extra years!

Most pediatricians retire between 65 and 70 Most pediatricians retire between 65 and 70 yearsyears When was 65 “invented”?When was 65 “invented”?

By Bismark in the late 1800s when life By Bismark in the late 1800s when life expectancy was 49 years. His government expectancy was 49 years. His government would provide pension for his military would provide pension for his military personnel personnel if they lived to be 65 years.if they lived to be 65 years.

SO – – –SO – – – We are the first generation to have We are the first generation to have

an extra 30 yearsan extra 30 years Clear that one stays healthier by Clear that one stays healthier by

being active, engaged, being active, engaged, contributingcontributing

Not waste the “human capital” of Not waste the “human capital” of talent, expertise, knowledge and talent, expertise, knowledge and wisdom represented in senior wisdom represented in senior academiciansacademicians

APS SURVEY – 2002 APS SURVEY – 2002 How serve members? (Senior How serve members? (Senior

Academicians)Academicians) 35% response (509 – more retired and 35% response (509 – more retired and

female responses)female responses) Average age 65 years (39 – 94 years)Average age 65 years (39 – 94 years) 35% retired, 30% retiring in next 7 35% retired, 30% retiring in next 7

years, 15% plan to never retireyears, 15% plan to never retire Most of those retired felt they had been Most of those retired felt they had been

“squeezed” out“squeezed” out

Different strokes for Different strokes for different folksdifferent folks

PEDIATRIC CHAIRS SURVEY PEDIATRIC CHAIRS SURVEY 20032003

40% response (good distribution)40% response (good distribution) > 20% of Pediatric faculty were 50 – 60 > 20% of Pediatric faculty were 50 – 60

years oldyears old Most of these had tenureMost of these had tenure 1/3 of Chairs felt constrained to talk to 1/3 of Chairs felt constrained to talk to

departmental members about departmental members about retirement – considered ageismretirement – considered ageism

80% felt faculty should retire by 70 80% felt faculty should retire by 70 yearsyears

CHAIRSCHAIRS Have pressure form Dean to Have pressure form Dean to

move Senior Pediatricians alongmove Senior Pediatricians alongEconomicEconomic 63%63%SpaceSpace 51%51%InstitutionalInstitutional 33%33%

CHAIRSCHAIRS Defined policy about senior faculty only in Defined policy about senior faculty only in

33% of institutions33% of institutions 68% Rehire Retired Senior Pediatricians 68% Rehire Retired Senior Pediatricians

• TeachingTeaching 65%65%• ClinicalClinical 54%54%• MentoringMentoring 50%50%• ResearchResearch 33%33%

Only 18% of Departments have designated Only 18% of Departments have designated space for retired membersspace for retired members

Only 2% of Departments sponsor a Only 2% of Departments sponsor a senior/retired group meetingsenior/retired group meeting

PREPARING FOR RETIREMENT? – PREPARING FOR RETIREMENT? – WHAT INFORMATION IS NEEDED:WHAT INFORMATION IS NEEDED:

FinancialFinancial Health care arrangementsHealth care arrangements Access to library, rounds, trainees, Access to library, rounds, trainees,

CME, etcCME, etc Access to continued contact with Access to continued contact with

traineestrainees Access to write and publishAccess to write and publish Access to continuing research Access to continuing research

projectsprojects

DOES YOUR HUMAN RESOURCES DOES YOUR HUMAN RESOURCES DEPARTMENT HAVE INFORMATION DEPARTMENT HAVE INFORMATION

ABOUT RETIREMENT?ABOUT RETIREMENT?

80% do have information, 80% do have information, seminars, written info, etcseminars, written info, etc

Almost entirely financial Almost entirely financial informationinformation

AREAS WHERE SENIOR AREAS WHERE SENIOR PEDIATRICIANS CAN MAKE REAL PEDIATRICIANS CAN MAKE REAL

CONTRIBUTIONSCONTRIBUTIONS Editor, reviewing manuscriptsEditor, reviewing manuscripts International healthInternational health Research networks/collaborationResearch networks/collaboration Reviewing grantsReviewing grants Teaching, medical students, post-grad, Teaching, medical students, post-grad,

residents, high schoolresidents, high school Consultant to BusinessConsultant to Business Medical legal consultantMedical legal consultant Professional Organization/SocietyProfessional Organization/Society Raise money for Research/Hospital Raise money for Research/Hospital

Foundation/BoardsFoundation/Boards Government agenciesGovernment agencies

AREAS WHERE SENIOR AREAS WHERE SENIOR PEDIATRICIANS CAN MAKE REAL PEDIATRICIANS CAN MAKE REAL

CONTRIBUTIONS, cont’dCONTRIBUTIONS, cont’d Medical School committeesMedical School committees Locums/coverageLocums/coverage On Hospital or Foundation boardsOn Hospital or Foundation boards Inner city medical – working with the poorInner city medical – working with the poor Local senior pediatrician societyLocal senior pediatrician society Long term F/U of patientsLong term F/U of patients Disease related lay groupsDisease related lay groups Mentoring/counselingMentoring/counseling Medical history writingMedical history writing Ethics board or committeesEthics board or committees

WHAT ARE THE MOST POSITIVE ASPECTS WHAT ARE THE MOST POSITIVE ASPECTS OF SENIOR PEDIATRICIANS?OF SENIOR PEDIATRICIANS?

MentoringMentoring EducatingEducating InsightsInsights Clinical serviceClinical service LoyalLoyal Soul of departmentSoul of department FlexibleFlexible EncouragementEncouragement Committee workCommittee work EditingEditing HistorianHistorian ResearchResearch EthicsEthics FundraisingFundraising

AT THAT TIME APSAT THAT TIME APS

Provided workshops at PAS meetings Provided workshops at PAS meetings for 3 – 4 years on topics like:for 3 – 4 years on topics like:

““So you think you want to work in So you think you want to work in a developing country?”a developing country?”

““So you think you want to write?”So you think you want to write?” ““So you think you want to be a So you think you want to be a

consultant?”consultant?”

In reality, need to begin to In reality, need to begin to consider the “next stage” in consider the “next stage” in career at about 50 years of career at about 50 years of age.age.

So UBC Emeritus Association So UBC Emeritus Association had a working group to had a working group to develop a develop a document on document on Preparation for Preparation for Retirement. Retirement. Now is provided in Now is provided in workshops workshops with faculty starting at with faculty starting at age 50.age 50.

DEVELOPED LISTSDEVELOPED LISTS Transition issuesTransition issues Opportunities to “give back”Opportunities to “give back” Opportunities to engage in ongoing Opportunities to engage in ongoing

support of UBCsupport of UBC Things to consider no longer doing or Things to consider no longer doing or

participating inparticipating in Cost reductions and other benefits for Cost reductions and other benefits for all all

seniorsseniors

Resource list of literature and websitesResource list of literature and websites

TRANSITION ISSUESTRANSITION ISSUES Social contactsSocial contacts Maintaining well beingMaintaining well being MemoryMemory New technologyNew technology Maintain contact with UniversityMaintain contact with University Money & financesMoney & finances Volunteers vs. work for payVolunteers vs. work for pay Lifestyle changesLifestyle changes

OPPORTUNITIES TO “GIVE BACK” OPPORTUNITIES TO “GIVE BACK” USING THE SKILLS DEVELOPED USING THE SKILLS DEVELOPED

WHILE ON FACULTYWHILE ON FACULTYA.A. Professional organization/society Professional organization/society B.B. Historian – advice, writing, record your Historian – advice, writing, record your

fieldfieldC.C. Continuing area of researchContinuing area of researchD.D. Ethical issues related to your fieldEthical issues related to your fieldE.E. Fundraising and other developmental Fundraising and other developmental

activitiesactivitiesF.F. ““Fill-in” teaching, sessional teaching, Fill-in” teaching, sessional teaching,

clinical teaching clinical teaching

OPPORTUNITIES TO “GIVE BACK” OPPORTUNITIES TO “GIVE BACK” USING THE SKILLS DEVELOPED USING THE SKILLS DEVELOPED

WHILE ON FACULTY - 2WHILE ON FACULTY - 2G.G. Mentoring (both young and “older” colleagues)Mentoring (both young and “older” colleagues)H.H. Editor and/or reviewing manuscriptsEditor and/or reviewing manuscriptsI.I. Lectures on cruises and other travelLectures on cruises and other travelJ.J. International health or education workInternational health or education workK.K. Consultant to business or governmental Consultant to business or governmental

agenciesagenciesL.L. Reflective, analytic, and policy writing for Reflective, analytic, and policy writing for

professional groupprofessional groupM.M. Foundation work for hospitals and organizations Foundation work for hospitals and organizations

which you supportwhich you supportN.N. Lay groups – support, advice, being on boardsLay groups – support, advice, being on boards

OPPORTUNITIES TO “GIVE BACK” OPPORTUNITIES TO “GIVE BACK” USING THE SKILLS DEVELOPED USING THE SKILLS DEVELOPED

WHILE ON FACULTY - 3WHILE ON FACULTY - 3O.O. Inner city - working with the poorInner city - working with the poorP.P. Help orient immigrants Help orient immigrants Q.Q. Mediation and counseling in official Mediation and counseling in official

capacity capacity R.R. Volunteer – museum, local seniors Volunteer – museum, local seniors

center, othercenter, otherS.S. Travel to help – building educationTravel to help – building educationT.T. Speaking – Toastmaster, Emeriti Speaking – Toastmaster, Emeriti

college, Alumni travelcollege, Alumni travel

SIDE CONSIDERATIONSSIDE CONSIDERATIONS

1)1) Must decide whether you want/need Must decide whether you want/need to be to be paidpaid

2)2) Identify “going” rates and model Identify “going” rates and model contracts ($6000/course at UBC, contracts ($6000/course at UBC, $250 review $250 review paper/book, $250/day paper/book, $250/day legal expertise, $100 legal expertise, $100 thesis reviewthesis review

3)3) Expect to be indemnified, so you are Expect to be indemnified, so you are not not liable to a suitliable to a suit

4)4) Expenses should be reimbursedExpenses should be reimbursed

OPPORTUNITIES TO SUPPORT OPPORTUNITIES TO SUPPORT UNIVERSITYUNIVERSITY

A.A. Sit on various University committees (awards, Sit on various University committees (awards, planning, etc.)planning, etc.)

B.B. Mentor young colleagues about career Mentor young colleagues about career developmentdevelopment

C.C. Orienting new comers to UBC processes and Orienting new comers to UBC processes and valuesvalues

Providing institutional memory and historyProviding institutional memory and history Sense of historySense of history

D.D. Compile a history of department, or things of Compile a history of department, or things of which retiree has been partwhich retiree has been part

E.E. Mentoring senior colleagues about successful Mentoring senior colleagues about successful “retirement”“retirement”

OPPORTUNITIES TO SUPPORT OPPORTUNITIES TO SUPPORT UNIVERSITY - 2UNIVERSITY - 2

F.F. Help with continuing education coursesHelp with continuing education coursesG.G. Do locum coverage for colleagues during Do locum coverage for colleagues during

illness, sabbaticals, etc. illness, sabbaticals, etc. H.H. Help arrange meetings of your Help arrange meetings of your department’s department’s

and/or school’s emeritiand/or school’s emeritiI.I. Attend alumni gatherings as speaker, Attend alumni gatherings as speaker,

welcomerwelcomerJ.J. Take part in convocationTake part in convocationK.K. Help to vet grants and publications prior to Help to vet grants and publications prior to

their their submissionsubmissionL.L. Write and edit letters for academic, Write and edit letters for academic,

national, and international award national, and international award

CLOSE ON A PERSONAL NOTECLOSE ON A PERSONAL NOTE Mandatory retirement 5 years agoMandatory retirement 5 years ago Not having a choice was greatNot having a choice was great Good pension – importantGood pension – important VERY busy professionally, but choose VERY busy professionally, but choose

and enjoy – doing mostly things I and enjoy – doing mostly things I wasn’t paid to do before, thingswasn’t paid to do before, things

academicians just “do”academicians just “do” New areas: international, emeritus New areas: international, emeritus

association, grandchildren/familyassociation, grandchildren/family

IMPORTANT CONSIDERATIONS IMPORTANT CONSIDERATIONS AND CHALLENGESAND CHALLENGES

Changing roles as age (When stop Changing roles as age (When stop being on call at night? When being on call at night? When

stop being first line physician?)stop being first line physician?) What expenses should be paid if What expenses should be paid if

academic activities continue?academic activities continue? Is unpaid work valued as much as Is unpaid work valued as much as

paid work?paid work?

REFERENCESREFERENCES

APS/AMSPDC SURVEYS Pediatric APS/AMSPDC SURVEYS Pediatric Research 2005; 57:914-919.Research 2005; 57:914-919.

The UBC Association of Professors The UBC Association of Professors Emeriti – Report of Preparations for Emeriti – Report of Preparations for Retirement. Retirement. http://www.ubcemeriti.org/Preparation.html

TERMSTERMS RETIRED – full or partial termination of regular work and RETIRED – full or partial termination of regular work and

compensation concurrent with receipt of relevant compensation concurrent with receipt of relevant benefits payments, pension or benefits payments, pension or

retirement incomeretirement income

EMERITUS EMERITUS – – no longer on tenure track; having served out no longer on tenure track; having served out

termterm – – earned or deserved release from earned or deserved release from

responsibilitiesresponsibilities– – no longer with expectations or duesno longer with expectations or dues

–– holding honorary title after retirementholding honorary title after retirement– – term expressing honor, appreciation, andterm expressing honor, appreciation, and

recognition of meritrecognition of merit

SENIOR – experienced elder; here referring to those SENIOR – experienced elder; here referring to those near or over 65 years.near or over 65 years.

WHAT HAVE SENIOR FACULTY WHAT HAVE SENIOR FACULTY DONE THAT CONTRIBUTES TO DONE THAT CONTRIBUTES TO

YOUR DEPARTMENT?YOUR DEPARTMENT? TeachingTeaching ClinicalClinical Historical perspectiveHistorical perspective MentorMentor Political Advice/InsightPolitical Advice/Insight AdministrationAdministration Committees and projectsCommittees and projects ResearchResearch Review ManuscriptsReview Manuscripts Review DivisionsReview Divisions ConsultingConsulting National RoleNational Role NetworkNetwork Nothing UsefulNothing Useful

WHAT DO SENIOR PEDIATRICIANS WHAT DO SENIOR PEDIATRICIANS OVER 65 WANT ACCESS TO?OVER 65 WANT ACCESS TO?

CHAIRSCHAIRS

OfficeOffice Health careHealth care Secretarial supportSecretarial support TeachingTeaching IncomeIncome TelephoneTelephone

APS OVER 60 YEARSAPS OVER 60 YEARS

Attend conferencesAttend conferences OfficeOffice Equipment, computerEquipment, computer No callNo call IncomeIncome Access to patient Access to patient

informationinformation

PROBLEMS WITH SENIOR PROBLEMS WITH SENIOR FACULTYFACULTY

Not recognize they are failingNot recognize they are failing Health problemsHealth problems Want financial supportWant financial support Productivity decreases Productivity decreases

Not really workNot really workBurned outBurned outAccountability problemsAccountability problemsNot take callNot take call

Reluctant to changeReluctant to change ObstructionistObstructionist BitterBitter

NEEDSNEEDS

A.A. Develop sources of information, Develop sources of information, courses, web site, etc., for courses, web site, etc., for

“career options”“career options”B.B. Need a way to monitor/evaluate Need a way to monitor/evaluate

contributions of senior contributions of senior academicians academicians if continue working if continue working in in departmentdepartment

C.C. Human Resources needs to deal Human Resources needs to deal with with more than incomemore than income