Latest Documents


  • 11-June-2012

    English, Excel, 57kb

    OECD Roadmap for the good design of defined contribution pension plans

    This roadmap identifies elements of good design and public policy to assist countries to strengthen retirement income adequacy in an environment where pension benefits result from assets accumulated during working life. This roadmap was approved and endorsed by the OECD Working Party on Private Pensions in June 2012.

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  • 4-May-2012

    English, , 725kb

    Lessons from National Pensions Communication Campaigns, OECD Working Papers on Finance, Insurance and Private Pensions, No.18

    The present report focuses on the pre-campaign planning, the design, the delivery, and the monitoring and evaluation of National Pension Communication Campaigns in a range of OECD and non-OECD countries.

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  • 26-April-2012

    English, , 645kb

    Review of the Swedish National Pension Funds, OECD Working Papers on Finance, Insurance and Private Pensions, No.17

    Sweden’s National Pension Funds, responsible for 12% of Sweden’s state pension liabilities, have a fund structure that is unique among global pension reserve funds. This report analyses the strengths and weaknesses of the system and recommends how both structure and management could be improved.

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  • 20-April-2012

    English

    Current Status of National Strategies for Financial Education: A Comparative Analysis and Relevant Practices, OECD Working Papers on Finance, Insurance and Private Pensions, No.16

    In both developing and developed economies, the awareness of the importance of financial education led to the development of an increasing number of tailored national strategies for financial education. These frameworks promote a smoother and more sustainable co-operation between interested parties and stakeholders, avoid duplication of resources and allow the development of articulated and tailored roadmaps with measurable and

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  • 28-March-2012

    English

    Measuring Financial Literacy: Results of the OECD International Network on Financial Education (INFE) Pilot Study

    OECD Working Paper on Finance, Insurance and Private Pensions, No.15: This paper presents the findings from a pilot study undertaken in 14 countries. The analysis focuses on variations in financial knowledge, behaviour and attitude across countries and within countries by socio-demographics.

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  • 26-March-2012

    English, , 262kb

    Investment risk management in the Chilean pension system

    This report analyses the management of investment risk in the Chilean pension system, focusing on various risk measures that can be applied in a defined contribution context. The report also reviews Chilean regulations regarding risk management in the context of international best practices.

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  • 1-March-2012

    English

    Empowering Women Through Financial Awareness and Education, OECD Working Papers on Finance, Insurance and Private Pensions, No.14

    The potential implications of gender differences in financial literacy are far-reaching. This paper describes the findings of a review of the literature on gender differences in financial literacy with the aim to better understand their causes and consequences, as well as possible policy responses. It provides a starting point to collect further evidence, develop analytical work and case studies, and to identify areas that deserve

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  • 17-February-2012

    English

    ISSA/IOPS/OECD Complementary and Private Pensions Database

    The ISSA/IOPS/OECD Complementary and Private Pensions Database is available to the public in the ISSA's country profiles' section on the ISSA website.

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  • 9-February-2012

    English

    2nd Annual World Pensions & Investments Forum

    Leading researchers, pension funds, endowment and sovereign wealth funds from across Europe, Asia and the Americas will come together to discuss asset allocation and diversification strategies, equity, emerging markets and infrastructure investments.

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  • 6-December-2011

    English

    OECD/IOPS Good Practices on Pension Funds' Use of Alternative Investments and Derivatives

    These good practices reflect what pensions regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. They outline how supervisors should oversee such investments and suggest possible regulatory controls.

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