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Principles and Good Practices for Financial Education and Awareness, OECD, 2005
Organised by OECD and IOPS, this conference took place on 27-28 April 2005 in Bangkok, Thailand.
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The Working Party on Private Pensions has developed this glossary with a view to developing a common understanding and vocabulary.
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Developed by the OECD Insurance Committee, this checklist was adopted by the OECD Council on 15 December 2004.
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This paper focuses on the identification of potential conflict of interest situations through effective supervisory techniques, and examines possible regulatory gaps in existing laws. First, it provides an overview of a typical pension plan cycle, and compares the conflicts of interest rules and regulations of six countries–Chile, Costa Rica, Hungary, Mexico, Poland, and Slovenia—and examines how these would apply to typical conflict
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These guidelines, approved in September 2003 by the Working Party on Private Pensions, set forth core rights and protections for plan members and beneficiaries that are generally intended to be implemented and monitored by pension regulators and supervisors.
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Developed by the OECD Insurance Committee, these guidelines for good practice address every step of the insurance claim management process, particularly: adequate information and assistance to the policyholder for claim reporting; efficient claim filing methods; operational fraud detection and prevention measures; adequate, fair and transparent claim assessment and processing; expeditious claim settlement; effective complaint and
Paris, 22-23 November 2004. This conference addressed the issue of the management and compensation of large-scale disasters - be they natural catastrophes, accidental man-made disasters, or terrorist acts.
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This article, which was published in Financial Market Trends, No. 87, October 2004, provides an overview of OECD's Financial Education Project and reports on results to date.
Rio de Janeiro, Brazil, 3-4 May 2004. This conference focused on personal pension plans and their interaction with insurance and financial markets, particularly the institutional structure of the supervisory agencies...