The OECD Workshop on insurance and private pensions in Baltic States was organised back to back with the Regional Meeting of the International Network of Pensions Regulators and Supervisors for the Central and Eastern European countries in Tallinn, Estonia.

The first session of the Workshop on insurance and private pensions in Baltic States was devoted to three major insurance policy issues: e-insurance, policyholder protection funds and insurance of emerging systemic risks. The second session focused on common insurance and private pension issues, i.e. portfolio management and annuities. The regional INPRS meeting mainly discussed options for legal form, governance and supervision of pension schemes, as well as fee structure, disclosure and education.

The documentation from the two meetings is detailed below. Click on the title to download the document in pdf.

OECD Workshop on Insurance and Private Pensions in Baltic States

• DELETED OECD Workshop on insurance and private pensions in the Baltic States: Summary Record

Session 1 E-insurance

• Room Document 1: Electronic Finance: Economics and Institutional Factors, OECD
• Room Document 47: E-Insurance, OECD
• Room Document 18: The Implications of Internet Development on the Insurance Market, Mr. Jay Angoff, USA
• Room Document 18bis: Presentation, Mr. Jay Angoff, USA
• Room Document 19: The IAIS Work on Electronic Commerce, Mr. Tarmo Pukkila, Finland
• Room Document 61:Estonian Traffic Insurance Foundation; Information System services (on-line system; e-insurance), Mr. Mait Mölder, Estonia
• Room Document 64:E-Kindlustus Business Concept, Mr. Risto Rossar, Estonia
• Room Document 25:Trends and Developments in Electronic Finance, OECD

Policyholder Protection Funds

• Room Document 3:Policyholder Protection Funds, OECD
• Room Document 29:Policyholder Protection Funds, OECD
• Room Document 34: Policyholder Protection Funds, Ms. Helena Conruyt, Belgium
• Room Document 59:Estonian Traffic Insurance Foundation, Mr. Mark Jesse, Estonia
• Room Document 62: Policyholder Protection Funds, Mr. Kurt Schneiter,Switzerland
• Room Document 62bis: Presentation, Mr. Kurt Schneiter, Switzerland

Insurance of Systemic Risks

• Room Document 2:Expanding Systemic Risks: The Consequences for Insurers, Enterprises, and the Role of Governments, Prof. Dr. Michael G. Faure LL.M; Prof. Mr. Ton Hartlief, Netherlands
• Room Document 67: Presentation, Prof. Dr. Michael G. Faure LL.M.; Prof. Mr. Ton Hartlief, Netherlands
• Room Document 28:The Insurance of Systemic Emerging Risks, OECD
• Room Document 70:Insurance and Systemic Risks, Priit Kask

Session 2 Portfolio Management: Guidelines and Practices

• Room Document 40: Notes on the Agenda, OECD
• Room Document 6: 'Prudent Person Rule' Standard for The Investment of Pension Fund Assets, OECD
• Room Document 7: Survey of Investment Regulation of Pension Funds, OECD
• Room Document 8: Portfolio Regulation of Life Insurance Companies and Pension Funds, Mr. E Philip Davis,United Kingdom
• Room Document 14: Investments in Insurance Sector of Lithuania Regulation and Estate, Mr. Paulius Rutkauskas, Lithuania
• Room Document 15: Investment Opportunities for Bulgarian Private Pension Funds, Ms. Yanitsa Yaneva, Ms. Lyuba Yotova, Bulgaria
• Room Document 20: Portfolio Management: Hungarian Pension Schemes, Mr. Istvan Farkas, Hungary
• Room Document 21: Pension Fund Portfolio Management: Lithuanian Case, Mr. Valdemaras Katkus, Lithuania
• Room Document 27: Portfolio Management: Guidelines and Practices; Rules for Pensions and Insurance, OECD
• Room Document 33: Investment Regulation for Pension Funds: Latvian Experience, Mr. Ivars Kirsons, Latvia
• Room Document 42: Portfolio Management: Guidelines and Practices, Mr. Helmut Müller, Germany
• Room Document 43: Portfolio Management: Estonian Life Insurance, Mr. Martin Rajasalu, Estonia
• Room Document 58: Portfolio Management, Mr. Robert Kitt, Estonia

Portfolio Management: Interactions with Guarantees

• Room Document 38:Instruments of Security, Mr. Fehér Csaba,Hungary
• Room Document 49:Guaranteeing Pensions, Mr. Mike Orszag,United Kingdom
• Room Document 60: Guarantees in Estonian Pension System, Ms. Kadi Oorn, Estonia

Session 3 Annuities

• Room Document 9: Background Paper on Private Annuity Markets, OECD
• Room Document 22: Annuities in Poland: Where do we stand?, Ms. Agnieszka Chlon, Poland
• Room Document 17: Annuities in Estonia, Ms. Anne Pirn, Estonia
• Room Document 17bis: Presentation, Ms. Anne Pirn, Estonia
• Room Document 36: Solving the Annuitisation Problem in the Polish Pension Reform, Mr. Wojciech Otto and Marian Wisniewski, Poland
• Room Document 37: Solving the Annuitisation Problem in the Polish Pension Reform, presentation, Mr. Wojciech Otto, Poland
• Room Document 39: Annuities under Supplementary Pension Arrangements in the Czech and Slovak Republics, Mr. Igor Tomes, Czech Republic
• Room Document 45: Overview of Annuities: Concepts and Lots and Lots of Problems, OECD
• Room Document 50: Annuities, Mr. Mike Orszag, United Kingdom

Regional Meeting of the INPRS for Central and Eastern European Countries

• Final Agenda

Session 1: Recent Developments

• Room Document 41: Notes on the Agenda , OECD
• Room Document 5: Pension Reform and Life Insurance in Germany , Mr. Volker Henke,Germany
• Room Document 10: A Proposal for Developing a Taxonomy for Private Pension Systems , OECD
• Room Document 12: Questionnaire on Personal Pension Plans , OECD
• Room Document 13: Fifteen Principles for the Regulation of Private Occupational Pensions Schemes , OECD
• Room Document 35: International Network of Pensions Regulators and Supervisors , OECD
• Room Document 53: Private Pensions Funds in Latvia , Mr. Linards Cudars,Latvia
• Room Document 66: The New Pension Fund System in Croatia , Ms. Kristina Martinovi,Croatia
• Room Document 69: Pension Reform in Estonia: Current Situation, presentation , Terje Vork, Estonia

Session 2: Options for Legal Form, Governance and Supervision

• Room Document 4: Financial Sector Convergence and Financial Market Supervision in the OECD Area , OECD
• Room Document 11: Pension Fund Governance , OECD
• Room Document 31: Options for Legal Form, Governance and Supervision over Pension Funds: Polish Case , Mr. Krzysztof Pater,Poland
• Room Document 32: Regulatory and Supervisory Regimes for Financial Services , OECD
• Room Document 46: Options for Legal Form, Governance and Supervision , OECD
• Room Document 51: Integrated Supervision , Mr. Jarl Symreng,Sweden
• Room Document 51bis: Presentation , Mr. Jarl Symreng, Sweden
• Room Document 52: Consolidated Supervision , Mr. Kurt Schneiter,Switzerland
• Room Document 54: Consolidated Supervision , Mr. Kurt Schneiter,Switzerland
• Room Document 55: Consolidated Supervision of the Zurich Financial Services Group , Switzerland
• Room Document 56: La reglementation et la surveillance des marches financiers , Switzerland
• Room Document 65: Options for Legal Form, Governance and Supervision: Estonian Case , Mr. Veiko Tali,Estonia
• Room Document 68: Recent Issues in Pension Fund Governance in Hungary, presentation , Robert I. Gal, Hungary

Session 3: Fee Structure and Disclosure and Education

• Room Document 16: Administrative Charges for Funded Pensions: Comparison and Assessment of 13 countries , Mr. Edward Whitehouse,United Kingdom
• Room Document 23: Funded Pensions in Poland: Fee Structure, Disclosure and Education , Ms. Agnieszka Chlon,Poland
• Room Document 24: Administrative Costs of Pension Funds in Poland in International Perspective , Ms. Agnieszka Chlon,Poland
• Room Document 26: Fee Structure, Disclosure and Education: Personal Pensions and DC Plans , OECD
• Room Document 30: Administrative Charges at the Hungarian Mandatory Private Pension Funds, Ms. Agnes Matits,Hungary
• Room Document 44: Fee Structure: Country Case: Expenditure of Estonian Life Insurers , Mr. Martin Rajasalu,Estonia
• Room Document 48: Does Disclosure Work? , Mr. Mike Orszag,United Kingdom
• Room Document 63: Fee Structure of Pension Products Estonian Experience , Mr. Paavo Pold,Estonia