Funded and private pensions

Financial incentives and retirement savings

 

 

Project policy briefs - July 2017

No.1 - Tax treatment of retirement savings in private pension plans across OECD countries

 

No.2 - Long-term fiscal cost of tax incentives for private pension plans

 

 

Does the tax treatment of retirement savings provide an advantage when people save for retirement?

5/12/2017 - This chapter in the 2016 OECD Pensions Outlook assesses whether the tax treatment of retirement savings vehicles in different OECD countries provides an advantage when people save for retirement. It then calculates the tax advantage that individuals saving into private pension plans may enjoy over their lifetime. 

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The tax treatment of funded private pension plans in OECD and EU countries

29/10/2015 - This stocktaking report provides the tax treatment of funded private pension plans across all OECD and EU countries. The information refers to 2015 or the latest year with available data and covers all types of funded private pension plans in each country.

The stocktaking report is accompanied by country profiles that provide detailed information on the tax treatment of funded private pension plans in the countries covered.

This report is a contribution to the OECD Project on Financial Incentives and Retirement Savings.

 

About the OECD project on Financial Incentives and Retirement Savings

Launched in 2014, this project is reviewing the cost effectiveness of tax and other financial incentives. It is assessing more efficient ways of using public money to increase savings for retirement, retirement income and replacement rates. The project is taking into account the distributional impact of various measures and will examine alternative means of encouraging saving in complementary private pension plans other than current tax advantages.


The project will address three key questions that interest policy makers:

  • What the different fiscal incentives are, and how they work
  • Whether those fiscal incentives are cost efficient in terms of increasing contributions into private pensions and, ultimately, contributing to adequate overall retirement incomes
  • What other alternatives to encourage retirement savings may be more efficient.


Download the full project description (pdf)



Contact

Pablo Antolin (tel: +33-1 45 24 90 86 | pablo.antolin@oecd.org)

Stéphanie Payet (tel: +33-1 45 24 15 24 | stephanie.payet@oecd.org)

RELATED READING

Pensions Outlook

Improving the design of retirement saving pension plans

Mortality and life expectancy - Longevity risk

Retirement savings adequacy

Annuity products

Global pension statistics

Pensions at a Glance

 

With the support of the
European Union

 

 

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