Latest Documents


  • 29-June-2005

    English, , 194kb

    Pension Markets in Focus, No.1, June 2005

    Because funded arrangements are likely to play an increasingly important role in delivering retirement income security in many countries, and because the investment of pension assets will increasingly affect securities markets in future years, the availability of an accurate, comprehensive, comparable and up-to-date body of international statistics is a necessary tool for policy-makers, regulators and market participants. This first

  • 23-June-2005

    English, PDF, 148kb

    Recommendation on Principles and Good Practices for Financial Education and Awareness (Chinese)

    Citizens need a better grasp of how financial markets work in order to manage mortgage and consumer debt and save effectively to finance retirement, and OECD governments have recognised that they have to help people to develop such awareness. These Principles and Good Practices were adopted by the OECD Council.

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  • 23-June-2005

    English, , 25kb

    Recommendation on Principles and Good Practices for Financial Education and Awareness

    Citizens need a better grasp of how financial markets work in order to manage mortgage and consumer debt and save effectively to finance retirement, and OECD governments have recognised that they have to help people to develop such awareness. These Principles and Good Practices were adopted by the OECD Council.

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  • 22-June-2005

    English, , 25kb

    OECD Principles and Good Practices for Financial Education and Awareness

    Principles and Good Practices for Financial Education and Awareness, OECD, 2005

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  • 27-April-2005

    English

    OECD/IOPS Conference on Private Pensions in Asia

    Organised by OECD and IOPS, this conference took place on 27-28 April 2005 in Bangkok, Thailand.

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  • 12-April-2005

    English, , 169kb

    OECD Glossary of Pension Terms

    The Working Party on Private Pensions has developed this glossary with a view to developing a common understanding and vocabulary.

  • 15-December-2004

    English, , 145kb

    OECD Check-List of Criteria to Define Terrorism for the Purpose of Compensation

    Developed by the OECD Insurance Committee, this checklist was adopted by the OECD Council on 15 December 2004.

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  • 8-December-2004

    English, , 208kb

    Treatment of Conflicts of Interest

    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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  • 7-December-2004

    English, , 257kb

    OECD Guidelines for the Protection of Rights of Members and Beneficiaries in Occupational Pension Plans

    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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  • 24-November-2004

    English, , 38kb

    Guidelines for Good Practice for Insurance Claim Management

    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

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