1. Questions
As driving cessation becomes more prevalent with age, older adults may turn toward alternative modes such as public transit to fulfill their daily travel needs (Latham-Mintus, Manierre, and Miller 2021; Musselwhite and Shergold 2012). Reduced or free transit fares for older riders could prove to be a valuable strategy in easing the financial burden travel represents, ensuring public transit remain an affordable option (Mackett 2014; Vecchio et al. 2022; Wong et al. 2018). Reducing or eliminating fares has also, in various contexts, led to increases in ridership and in customer satisfaction, though the results can vary greatly depending on the area and the targeted population (Cervero 1990; D’Alessandro 2008; Saphores, Shah, and Khatun 2020; Volinski et al. 2012). A first among Canada’s large cities, as of July 1st , 2023, Montréal, Canada residents aged 65 and over were eligible to use public transit for free on the island (Fare Zone A as depicted in Figure 1) (Du Ruisseau 2022a, 2022b; Magder 2022).
This research examines the following questions (1) Has the free fare impacted older Montréalers’ frequency of public transit use? (2) Beyond the impact of the free fare on behaviour, have older Montréalers’ perceptions and overall satisfaction with the region’s transit services changed since the free fare was instituted?
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2. Methods
This research uses data from the bilingual and longitudinal Aging in Place survey (Alousi-Jones et al. 2023), which was disseminated among Canadians over the age of 65. The first wave (Wave 1) of the survey was collected in February 2023 (N=1,435), a couple of months after the free fare was announced. The same respondents were contacted again in September 2023 (N=786), two months after the free fare was implemented (Wave 2). Only respondents residing on the island of Montréal who answered both waves of the survey completely (N=427) are included in our analysis.
In both waves, respondents were asked how frequently they have used public transit in their region in the past twelve months, answers ranging from every day to never. These answers were then binned into five categories to simplify the comparison between waves. Moreover, in the survey’s first wave, respondents were asked if they anticipated a change (i.e., decrease, no change, increase) in their use of public transit once the free fare policy is implemented.
Perceptions towards public transit were collected in both waves and measured on a 4-point scale for overall satisfaction with the public transit services in the region and for perception of public transit service reliability and convenience, to uncover any associations between these perceptions and the free fare policy (D’Alessandro 2008) using the Wilcoxon signed-rank test.
In addition to the longitudinal survey, ten in-depth interviews were conducted in November 2023 with respondents from the survey who agreed to be part of a follow-up study. This qualitative data offers a more nuanced understanding of older Montréalers’ perspectives on the free transit fare. The interviews were conducted in French or English according to the interviewee’s preference, and the French interviews were then translated to English by the research team and analyzed using a thematic analysis approach.
3. Findings
Frequency of public transit use
The City’s main stated desired outcome of the free fare policy was to increase public transit use among older adults in the region. Our findings, however, show that both respondents who did not anticipate a change in their frequency of public transit use (Figure 2) and those who did anticipate an increase in their frequency of transit use (Figure 3) did not, in actuality, increase their frequency of use.
A small number of frequent riders who used public transit at least once per week (Figure 2 and 3) reported increasing their public transit use (N=18). This was accompanied by a bigger decrease of public transit use among those in the same category (N=27). Very few non-riders (N=9) (i.e., those who reported not having used public transit in the last 12 months) started using public transit after the free fare was implemented (Figure 2 and 3).
Perceptions of public transit
As can be observed in Table 1, the free fare policy did not result in many statistically significant changes in perceptions of public transit among our sample. When comparing wave 1 and wave 2 results among transit users (N=351), we see slight differences in the average perceptions of transit. However, the only statistically significant increase in average perception between wave 1 and wave 2 was respondents’ perception of public transit convenience. This can be either related to the free fare or seasonality as the second wave was conducted in the fall, during more temperate weather when compared to the winter when the first wave was collected.
In-depth interviews
Though we did not observe a statistically significant increase in frequency of public transit use or in satisfaction with transit except for convenience, the interviews with respondents provide more insight into older Montréalers’ perspective on the free fare. Aligning with the City’s stated goal for the free fare to aid in countering the effect of inflation, one interviewee mentioned that older adults’ income is often fixed, and since they “lose every year [due to inflation], free transit helps compensate for it a bit.” However, many interviewees stated their appreciation of the free fare and the sense of freedom and convenience it provides, yet thought it could be an initiative better directed at lower-income residents rather than at older adults.
It is important to note that changes in travel behaviour might take longer to be observed, especially since older Montréalers benefited from a reduced fare beforehand (the reduced 65+ monthly fare was previously $28.25 CAD, or 30% of the regular fare). Though the sample size used in this study is limited, the findings can provide valuable insights into how the expectations of such an initiative can differ from the outcomes for this particular age group in the short term.
Acknowledgment
We would like to thank Merrina Zhang and Isabella Jimenez from the National Research Council of Canada (NRC) for their feedback on the survey design and Dr. Aryana Soliz for her help in conducting the in-depth interviews. Thanks to Yasser Kazma and Daniel Schwartz from McGill IT services for their support in managing the surveys. This research was funded by the National Research Council Canada’s grant Getting Around to Age in Place: Meeting Older Canadians Transport Needs (NRC AiP-023-1).