EXPERIENCES OF SPOUSES CARING FOR THEIR DEMENTIA OF ALZHEIMER’S TYPE PARTNERS: A SOUTH AFRICAN PERSPECTIVE by MELISSA VALOO submitted in accordance with the requirements for the degree of MASTER OF ARTS In the subject PSYCHOLOGY at the UNIVERSITY OF SOUTH AFRICA SUPERVISOR: Christine Laidlaw February 2016 DECLARATION Name: _Melissa Valoo______________________________________________ Student number: _36229679________________________________________________ Degree: _Master of Arts Psychology___MA (Psychology)___________________ Exact wording of the title of the dissertation or thesis as appearing on the copies submitted for examination: The experiences of spouses caring for their Dementia of Alzheimer’s Type partners: A South African perspective I declare that the above dissertation/thesis is my own work and that all the sources that I have used or quoted have been indicated and acknowledged by means of complete references. ________________________ __15/02/16________ SIGNATURE DATE UNIVERSITY OF SOUTH AFRICA KEY TERMS DESCRIBING THE TOPIC OF A DISSERTATION/THESIS Title of thesis: THE EXPERIENCES OF SPOUSES CARING FOR THEIR DEMENTIA OF ALZHEIMER’S TYPE PARTNERS: A SOUTH AFRICAN PERSPECTIVE Key terms: Dementia of Alzheimer‟s Type, activities of daily living, phenomenology, interpretative phenomenological analysis, spouse caregiver, retrogenesis. 2 Acknowledgments I would like to thank my parents for providing me with the foundation. If it were not for this, I would not be at this point of completing my Master‟s degree. You both have had enough faith in me and I am extremely grateful for having parents like the both of you. I would like to thank my supervisor for all the guidance given to me during this time. I have learnt so much since starting this thesis. Thank you for motivating me and pushing me in the final stages so I could complete this. To my fiancé, Kamil, thank you for supporting me through the endless nights I spent researching information. You have been a silent motivator and you gave me the space I needed to complete this. I am grateful to have you in my life. Thank you to the participants you took part in this study. You opened your homes, hearts and lives to me. I learnt so much about this disease in just the short time spent. I admire you all for the love, care and patience you have shown and continue to show your spouses. I applaud all caregivers for the outstanding work that they do on a daily basis. And, lastly, I would like to thank two people that have motivated me to research this topic. To my granddad up in heaven and to my grand mum, you both are the reason for this study. It will be my life‟s aim to help people in this situation and to educate people on this illness. 3 Abstract Dementia of Alzheimer‟s Type is a degenerative neurocognitive disease accounting for majority of Dementia‟s. It affects millions of people worldwide and thousands of people in South Africa. Apart from the economic burden this illness places on the country, it has detrimental effects for those who provide care for individuals with this illness, who are mostly spouses. The spousal caregivers bears great financial, social and emotional burden which worsens as the disease progresses. The aim of this study is to phenomenologically explore and describe the lived experiences of spousal caregivers in caring for the spouses with Dementia of Alzheimer‟s Type. This South African study was therefore qualitative in nature and was conducted in the province of KwaZulu- Natal, in the city of Pietermaritzburg. Eight participants were interviewed using a semi-structured questionnaire. Data was analysed using interpretative phenomenological analysis (IPA). The main findings of this study are the negative emotional affects that the caregiving role creates. Caregiver stress and strain is experienced as well as the experiences of various losses including lack of intimacy and ruined expectations for the future as the disease progresses. The caregiving role also created negative implications for the social lives of caregivers and coping mechanisms were seen to be very important. Keywords: Dementia of Alzheimer‟s Type, activities of daily living, phenomenology, interpretative phenomenological analysis, spouse caregiver, retrogenesis 4 THE EXPERIENCES OF SPOUSES CARING FOR THEIR DEMENTIA OF AZHEIEMER’S TYPE PARTNERS Table of contents Page Chapter 1 1.1. Rationale of the study and problem formulation 8 1.2. Problem statement 13 1.3. Research question 13 Chapter 2 - Literature Review 2.1. Definition of Dementia 14 2.1.1. Dementia of Alzheimer‟s Type 14 2.2. Prevalence, incidence and age 16 2.3. Diagnosis of Dementia of Alzheimer‟s Type 17 2.4. Stages of Dementia of Alzheimer‟s Type 18 2.5. Activities of Daily Living (ADL) and Instrumental Activities of Daily Living (IADL) 20 2.6. Formal care services 21 2.6.1. Respite programmes 21 2.6.2. Psycho-educational programmes 25 Chapter 3 – The Dementia of Alzheimer’s Type spousal caregiver 3.1. Definition of the caregiver 28 3.2. Profile of the caregiver 29 3.3. Role of the caregiver 30 3.4. Caregiver burden 31 3.5. Depression and health of the caregiver 35 3.5.1. Depression of caregiver 35 3.5.2. Health of the caregiver 36 3.6. Loneliness, grief and isolation in the caregiver 36 5 3.7. Stress and the caregiver 39 3.8. Coping mechanisms and the caregiver 43 3.8.1. Social support 43 3.8.2. Faith in coping 45 3.9. The impact of Dementia on marriage 45 3.9.1. The decrease in intimacy and sexuality 45 3.10. Retrogenesis and the Dementia of Alzheimer‟s Type caregiver 48 3.10.1. Cognitive retrogenesis 48 3.10.2. Functional retrogenesis 49 3.11. Finances and the Dementia of Alzheimer‟s Type caregiver 49 Chapter 4 - Research Methodology 4.1. Epistemology 51 4.2. Qualitative research approach 55 4.2.1. The Intpretative paradigm and Phenomenology 57 4.2.2. Self-reflexivity 58 4.3. The research design 60 4.3.1. Sampling 60 4.3.2. Ethical considerations 63 4.3.3. Research procedure 66 4.3.4. Method of data collection 67 4.3.5. Method of data analysis 68 4.3.6. Limitations of Interpretative Phenomenological Analysis 72 4.3.7. Trustworthiness of data 73 4.3.7.1. Credibility 73 4.3.7.2. Transferability 75 4.3.7.3. Dependability 77 4.3.7.4. Confirmability 78 4.3.7.5. Enhancing quality 79 6 Chapter 5 – Findings and Discussion 5.1. The Loss 84 5.1.1. Ruined expectations 84 5.1.2. Loss of the spouse 86 5.1.3. Loss of marital intimacy/companionship 91 5.1.4. Loss of self 93 5.2. Caregiver stress 94 5.2.1. Assisting with activities of daily living 94 5.2.2. Increased time spent on caregiving 98 5.2.3. Lack of knowledge of Dementia of Alzheimer‟s 100 5.2.4. Impact on employment 101 5.2.5. Financial implications 103 5.2.6. New roles for spouse as caregiver 105 5.3. Strain of caregiving 108 5.3.1. The strain of witnessing the deterioration of the spouse 108 5.3.2. A fear of the worst 110 5.3.3. Caregiver death 111 5.4. Love as a motivating factor 112 5.5. Retrogenesis 114 5.6. Decrease in social activities 116 5.6.1. Behaviour of the spouse 116 5.6.2. Seeing to the needs of the spouse 117 5.6.3. Losing friends 117 5.7. Coping mechanisms 118 5.7.1. Need for relaxation/alone time 118 5.7.2. Support 120 7 Chapter 6 – Conclusion 6.1. Overall findings 129 6.2. Limitations of the study 133 6.3. Future recommendations 134 References 135 List of Appendices Appendix A: Letter to organisation/hospital 151 Appendix B: Information letter 154 Appendix C: Informed consent 156 Appendix D: Consent to audio-recording 158 Appendix E: Semi-structured interview 160 Appendix F: DSM-5 criteria for Dementia of Alzheimer‟s Type 162 Appendix G: Functional Assessment Staging Tool (FAST) 164 Appendix H: Revised Memory and Behaviour problem checklist 165 Appendix I: Extracts from journal 167 Appendix J: Summary table of themes 172 Appendix K: Jean Piaget‟s developmental levels and corresponding stages 179 of Alzheimer‟s disease Appendix L: Process notes on research process 181 8 Chapter 1: Introduction 1.1 Rationale of the study and problem formulation Dementia refers to a progressive loss of one‟s memory (Poirier & Gauthier, 2011) and Alzheimer‟s disease is seen as part of the large family of the various Dementias. The disorder contributes greatly to interdependency and disability (Prince, Bryce, Albanese, Wimo, Ribeiro & Ferri, 2013) and also produces a sense of vulnerability in the care recipient (Hill, 2015). Dementia of Alzheimer‟s Type is the most common with sixty to seventy percent of known and medically diagnosed cases (Poirier & Gauthier, 2011). Dementia of Alzheimer‟s Type has been very often dismissed as being part of old age. However, over the last decade or two this disease has recently come to the fore (Weiler, 2010). In some countries Dementia is therefore receiving more attention by society, health care professionals, social care professionals and policy makers than previous years (Ablitt, Jones & Muers, 2009). Countries in Europe, for example Netherlands and the France have very powerful Alzheimer‟s societies where campaigns are regularly implemented in order to raise public attention on Dementia (Moniz-Cook & Manthorpe, 2009). This disease impacts on relationship in such ways to cause declines in communication and overall happiness of individuals (Ablitt et al, 2009). From a worldwide perspective, there is a large increase in the amount of people that are aged sixty and over (Pillay & Maharaj, 2012). This is further shown by Pillay and Maharaj (2012) as in the year of 1980 the ageing population was 378 million, three decades later this figure doubled to 759 million and in terms of the future, the ageing population is expected to rise to two billion people. Turkington and Mitchell (2010) state that in the year 2008 there were approximately 507 million older people that were over the age of sixty five in the world. The bulk of these individuals were found in developing countries. By the year 2025 it is expected that at least seventy percent of the world‟s population that are aged over sixty will be residing in developing countries (Turkington & Mitchell, 2010). These authors further add that Asia, Latin America and Africa will see the biggest rise in the ageing population. Similarly, Pillay and Maharaj (2012) state that amount of the ageing population in developing countries will quadruple from the year 2000 to 2050. Taking this into account, the African continent will be mostly affected as most countries in Africa fall within the less and least developed categories (Pillay & Maharaj, 2012).
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