Abstract
The post-1990 era witnessed complex, diverse, and dynamic human migration flows created by the realities of globalization, liberalization, and flexibility. Contemporary migration has considerably reduced the dichotomous distinctions between ‘migration’ and ‘mobility,’ between ‘temporary’ and ‘permanent,’ and between ‘home’ and ‘away’ (King 2002). Recent enlargements of the European Union (EU, refer to Table 11.1) and implementation of the Schengen Agreement have generated multifaceted transnational mobility flows that include the permanent return of former guest-workers, the repeated return of circular migrants, and the frequent return of expatriate retirees. Intra-EU return migration and circular migration have gained renewed and increasing importance. Since the 1980s, return migration has been on the national policy agendas of numerous EU Member States. Indeed, it has “emerged as a critical element of many governments’ migration policy” (International Organization for Migration 2004, 7). Retirement migration is demographically and spatially focused. The ability of mobile pensioners to adeptly exercise, manipulate, and exploit their EU citizenship rights pose a considerable challenge for social security and welfare systems at various spatial scales, especially at the local/municipal level within the receiving countries (Coldron and Ackers 2009). Issues of accessibility, delivery, reciprocity, and funding have arisen due to increasingly mobile (and nested) populations of contributors, recipients, and claimants. Consequently, intra-EU return and retirement migration have (re)gained importance among academics and politicians, especially since these streams involve mutual migration among EU Member States (e.g. Dustmann et al. 1996; Hall and Müller 2004; Klinthäll 2006; Constant and Zimmermann 2007; Smallwood et al. 2008; Fassmann et al. 2009; Kahnec and Zimmermann 2009; Kahnec et al. 2009).
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Notes
- 1.
Refer to Appendix A for a glossary of italicized terms used in this chapter.
- 2.
None of the return policies implemented between the late-1970s and early-1980s significantly influenced migration patterns. In France, only 22 % of the planned 20,000 returns were realized between 1977 and 1978 (Collinson 1993). It has been said that nothing is more permanent than temporary migration.
- 3.
- 4.
The median age of returning nationals was 30.6 (Herm 2008).
- 5.
The EU15’s labour markets will be fully opened in 2011 to the EU10 members that joined in 2004. Labour mobility restrictions on EU2 members that joined in 2007 will be removed in 2013.
- 6.
The return of descendents and co-ethnics (e.g. Aussiedler Germans and Pontic Greeks) to their ancestral homeland along with the involuntary repatriation/forced deportation of refugees/displaced persons will not be examined.
- 7.
Many migrants return home after they retire from the workforce. Their situation is considered in the next section.
- 8.
Successful returns and reintegration are more likely if the economic conditions which motivated migration are either absent or altered (Ruspini 2009).
- 9.
Besides transportation costs, reintegration assistance grants are provided for educational/vocational training and business start-up by Belgium, Germany, Ireland, Italy, the Netherlands, and the United Kingdom.
- 10.
The International Organization for Migration (2004) estimates that AVR represents around 15 % of all returns. Besides the IOM, AVR programs are provided with the assistance of local non-governmental organizations.
- 11.
Deregistration of residence permits is often processed by local authorities (e.g. town hall, police) whereby the name of foreigner is removed from a population register (e.g. Germany’s Central Register of Aliens and the Netherlands’ Municipal Personal Records Database). Often there are no compelling incentives to deregister (Kahnec et al. 2009).
- 12.
Returnee data is collected in Austria, Belgium, Ireland, Italy, and the United Kingdom but only for individuals using the IOM’s AVR programs.
- 13.
Although figures are not available for Romania, which also joined the EU in 2007, it is presumed that returning citizens represent the overwhelming majority of immigrants.
- 14.
Many pensioners select their retirement location on the basis of familiarity with tourist destinations repeatedly visited while on vacation during their working years (King et al. 2000; Rodríguez et al. 1998). Cyprus and Malta are popular among the British, especially former military personnel and civil servants who were stationed there (Warnes and Patterson 1998).
- 15.
Counter-urbanization migrants opt for rural isolation and attractive, yet rustic, scenery (e.g. forests, hills, and water) and a slower pace of life. According to Cribier and Dieleman (1993), the return migration of retired guest-workers is often directed to their place of origin (to rejoin families) or nearby rural communities and amenity environments (e.g. balneo-climatic centres, including curative mineral and thermal spas along with therapeutic climatic resorts). The former destination is preferred by those aged 70–80 (Johansson and Rauhut 2005).
- 16.
With respect to the sense of ‘home,’ conceptualizations of identity and affiliation are changing as migrants simultaneously belong to more than one country and/or society. Many retirees are neither legally required to nor personally motivated to linguistically and/or culturally integrate into the host society/culture despite semi-permanent residency. Consequently, the distinction between ‘home’ and ‘away’ is progressively becoming less clear among some retirees (King 2002). The degrees of attachment have been classified by Müller (2002) as multilocal adaptation, translocal normality, and routinised sojourning.
- 17.
The categories are based upon the duration of stay, frequency of return, and sense of commitment (i.e. relative attachment to the home/host country). Williams et al. (1997) refer to these categories as lifetime expatriates, permanent residents, seasonal migrants (snow birds), and long-stay international tourists.
- 18.
The onset of a chronic illness or disability that restricts routine activities will constrain the choice of retirement destinations. Increased dependence upon children, kin, or community services for support often necessitates a move away from a foreign amenity environment.
- 19.
Retired migrants can access services (e.g. public healthcare) and benefits (e.g. pensions) in the host country via the transferability of social security rights provided by EC Regulation 1408/71, Article 10(1). In 2010, this regulation was replaced by EC Regulation 883/2004.
- 20.
The term ‘staged’ does not imply intentional deceit. Rather, it means a series of overlapping and progressive moves (phases) during retirement (e.g. from extended vacations to seasonal residency).
- 21.
For example Germany’s health insurance funds are oriented towards the host country’s standards once retirees live permanently abroad.
- 22.
The legal rights (social entitlements) of different IRM streams within the EU are compared by Ackers and Dwyer (2004).
- 23.
Short-term (3 months) emergency healthcare is covered by the European Health Insurance Card.
- 24.
For more information about IRM in Turkey, see Balkır and Kırkulak (2009). Croatia joined the EU in June 2013.
- 25.
Some EU Member States which collect immigration figures do not differentiate by age. Meanwhile, Eurostat’s data on residence permits (long-term residents by citizenship) excludes EU citizens.
- 26.
- 27.
The retired elderly (aged 65+) account for the lowest share of immigrants in the Nordic Member States. The latest figures from 2005 confirm that they form a slightly higher share of immigrants entering Portugal (1.6 %), Slovakia (1.7 %), Cyprus (1.8 %), and Latvia (1.8 %).
- 28.
‘Enclaveism’ is observed at the local scale among many Northern Europeans (e.g. the British, Germans, and Dutch) who prefer to live in areas with compatriots. This form of voluntary segregation also extends to housing type (e.g. villas for upper-class vs. short-rise buildings for lower-class).
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Appendix A: Glossary of Terms
Appendix A: Glossary of Terms
Assisted Voluntary Return: Return migration undertakenwith the assistance of government agencies and/or implementing partners, and withfinancial assistance for reintegration.
Back from the Coast: The sparsely populated “rural hinterland adjacent to [a] coastal strip” (King et al. 1998, 107).
Circular Migration (or Temporary Migration): Continual movement between two places, often involving temporary labour migration.
Expatriates: Permanent residents identifying with their new domicile.
Multilocal Adaptation: A strong degree of attachment to several places with a stronger degree of cultural adaptation.
Non-National EU Citizens: Individuals holding the citizenship of an EU Member State other than that to which they are migrating.
Post-Retirement Migrants: Individuals who retired at home and then subsequently moved abroad.
Residents: Seasonal residents visiting their home country for 2–5 months.
Return Migration: The permanent movementof first generation migrants back to their country of origin, after having passed a significant time-span abroad.
Returnees: Irregular visitors making multiple trips annually (and often owners of second homes).
Returning Community Workers: Individuals who moved (as workers) and retired abroad and then returned home.
Returning Nationals: Individuals returning to their country of citizenship after having previously lived abroad.
Routinised Sojourning: Minimal or no attachment to several places (i.e. neither ‘here’ nor ‘there’).
Seasonal Visitors: Temporary residents living in their home country for 2–6 months.
Translocal Normality: A moderate degree of attachment to several places with a weaker degree of cultural adaptation.
Voluntary Return Migration: Return migration undertaken freely and informally, without the assistance of government agencies and/or implementing partners, and without financial assistance for reintegration.
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Mandres, M. (2014). Out of the Labour Market: Intra-EU Return and Retirement Migration. In: Walton-Roberts, M., Hennebry, J. (eds) Territoriality and Migration in the E.U. Neighbourhood. International Perspectives on Migration, vol 5. Springer, Dordrecht. https://doi.org/10.1007/978-94-007-6745-4_11
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