Table 4.1Individual indicators of socioeconomic status: their measurement and interpretation

IndicatorMeasurement and examplesInterpretation and comments
IncomeIndividual or household: monthly or annual; before taxes; equivalized (household income by household size)
Government or state welfare benefit support; food stamps
Absolute or relative poverty thresholds
Measures access to material resources (food, shelter, and culture) and access to services (health care, leisure or recreation activities, and education)
Relates to social standing or prestige
Reverse causality: health impacts on level of income
Context-specific: country, sex, age
EducationEducational attainment: highest level attained; qualifications; years completed; ISCEDReflects early-life SES, usually stable across the life-course
Strong determinant of employment and income
Influences position in society or social networks
Affects access to health care or information
Determines values, cognitive decision-making, risk taking, behaviours, and life skills
Affects exposure to and ability to cope with stressors
Reverse causality: childhood poor health impacts on school attendance and attainment
Context-specific: country education system, age cohorts
OccupationEmployment or job history: longest, first, last; blue or white collar; manual or non-manual; “head of household”; RGSC; NS-SEC; European Socioeconomic Classification; American Census Classification; Wright’s Social Classification (Wright, 1997); Lombardi et al. Social Classification (Lombardi et al., 1988); Erikson and Goldthorpe Classification (Erikson and Goldthorpe, 1992); country-specific classifications; ISEI; SIOPS
Unemployment experience (ever or number of years)
Type of contract: salaried or hourly wage; part-time, full-time, or zero-hours; short- or long-term contract; job insecurity
Reflects social standing or prestige, working relations and conditions
Strong determinant of income
Based on educational attainment
Influences social networks, work-based stress, autonomy or control
Reflects occupational hazards, exposures, or demands
Excludes some groups (e.g. retired people, unpaid home workers or “housewives”, students, some self-employed)
Context-specific: country (level of industrialization or deindustrialization), age cohorts
Unemployment has particular impacts on social exclusion and income, poverty, and access to health care
Reverse causality: health impacts on (un)employment
WealthAssets (total or specific): land, property, livestock; housing tenure; ownership of car, refrigerator, television, etc.; DHS; FASReflects material aspect of socioeconomic circumstances
Relates to income
Context-specific: country, rural or urban
Reverse causality: health impacts ability to accumulate wealth
HousingHousing quality or conditions: overcrowding (number of residents per number of rooms); dampness; housing type; water and sanitationDirect impact: exposures for specific diseases
Relates to material circumstances
Context-specific: country development
Reverse causality: health impacts on money available to spend on housing
CompositionalCombinations of SES metrics: education or income (study-specific); income and wealth (FAS); WAMI
Historic indicators: Hollingshead index of social position; Duncan index; Nam–Powers socioeconomic status; Warner’s index of status characteristics
Attempts to capture multiple dimensions of SES; however, composite indicators perhaps mask specific relationships and mechanisms which individual SES measurements provide
Childhood SESParental SES: parental (father’s or mother’s) occupation; household income or conditions; child-related benefits (e.g. entitlement to free school meals)
Educational attainment (end of childhood or early years)
Used in life-course SES analyses to capture childhood socioeconomic circumstances
Subjective SESSelf-identification, comparison, or satisfaction: self-identification as upper, middle, or lower class; comparison of income with others; satisfaction with income; MacArthur Scales of subjective social statusIndividual’s perception of his or her socioeconomic standing
Relates to objective indicators of SES
Could be part of psychosocial pathway of health inequalities
Social capitalSocial support, inclusion, or exclusion: more than 100 tools identified in recent systematic review (25 with validated psychometric elements; Cordier et al., 2017); CAMSISCommonly measures domains of connectedness, community participation, and citizenship; no single instrument measures all aspects within the three domains of social inclusion
Hierarchical social interactions reflect social and material advantage; conversely, social exclusion from social and community life can result from economic deprivation and low SES

CAMSIS, Cambridge Social Interaction and Stratification Scale; DHS, Demographic and Health Surveys Wealth Index; FAS, Family Affluence Scale; ISCED, International Standard Classification of Education; ISEI, International Socioeconomic Index; NS-SEC, National Statistics Socioeconomic Classification (UK); RGSC, Registrar General’s Social Classification (UK); SES, socioeconomic status; SIOPS, Treiman’s Standard International Occupational Prestige Scale; WAMI, water and sanitation, the selected approach to measuring household wealth (assets), maternal education, and income index.

From: Chapter 4, Measuring socioeconomic status and inequalities

Cover of Reducing social inequalities in cancer: evidence and priorities for research
Reducing social inequalities in cancer: evidence and priorities for research.
IARC Scientific Publications, No. 168.
Vaccarella S, Lortet-Tieulent J, Saracci R, et al., editors.
© International Agency for Research on Cancer, 2019. For more information contact publications@iarc.fr.

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