Latest Documents


  • 10-September-2013

    English

    Annual income twenty pounds, annual expenditure nineteen six, result happiness

    What’s the most depressing book you’ve ever read? I sniggered at Jude the Obscure until I got bored, and I felt that the eponymous little twerp in The Sorrows of Young Werther was lucky his girlfriend didn’t blow his brains out for him. So imagine my surprise to find a book published by the OECD of all people that touched me deeply....

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  • 6-September-2013

    English

    Financial education and women

    Both women and men need to be sufficiently financially literate to effectively participate in economic activities and to take appropriate financial decisions for themselves and their families, but women often have less financial knowledge and lower access to formal financial products than men. Women therefore have specific and additional financial literacy needs.

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  • 6-September-2013

    English

    Presentation of OECD report on 'Advancing National Strategies for Financial Education'

    Presentation at the G20 of the latest outcomes of OECD’s work on financial education in collaboration with Russia’s G20 Presidency: Advancing National Strategies for Financial Education.

  • 5-September-2013

    English

    Advancing National Strategies for Financial Education

    Governments worldwide are establishing national strategies to address the financial literacy needs of their citizens. This study, by the OECD and Russia’s G20 presidency, monitors progress by the governments of the world’s major economies in implementing national strategies for improving financial education.

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  • 4-September-2013

    English

    Evaluating Financial Education Programmes

    as developed significant work in relation to evaluating financial education programmes, including the collection of countries’ experiences, challenges, and lessons learnt in evaluating their financial education programmes. Based on these evidence and lessons, the INFE has developed policy instruments on the evaluation of financial education programmes

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  • 4-September-2013

    English, PDF, 787kb

    Evaluating financial education programmes: OECD-INFE Survey, evidence, policy instruments and guidance

    Prepared for the G20 Summit in Saint Petersburg, this report collects country evidence and lessons learnt in evaluating financial education programmes, suggests an overall framework to guide policy makers and financial educators when designing an evaluation study.

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  • 22-August-2013

    English

    Financial Education in Latin America and the Caribbean

    This report provides an overview of the status of financial education programmes in Latin America and the Caribbean, discusses their rationale, and offers initial guidance for policy makers.

  • 19-July-2013

    English, PDF, 295kb

    Effective approaches to support the implementation of the G20 High-Level Principles of Financial Consumer Protection - Update Report

    Prepared for the G20 Summit on 5-6 September 2013, this update on the implementation of the G20 High-Level Principles on Financial Consumer Protection is organised around three priority principles: Disclosure and Transparency; Responsible Business Conduct of Financial Services Providers and their Authorised Agents; and, Complaints Handling and Redress.

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  • 18-July-2013

    English

    Pension Fund Investment in Infrastructure: A Comparison between Australia and Canada

    At a time when many governments are looking to encourage private investment in infrastructure to bridge the infrastructure financing gap, this paper compares the experience of pension funds in Canada and Australia, looking at infrastructure policies, the pension system, investment strategies, asset allocation and governance of pension funds.

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  • 28-June-2013

    English

    Russia-OECD-World Bank financial literacy programme

    This initiative supports the advancement of financial literacy and capability programmes in low and middle‑income countries. With funding provided by the Ministry of Finance of the Russian Federation, the World Bank and the OECD have conducted methodological, analytical and policy work on financial literacy, capability and education.

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