Latest Documents


14-October-2011

English

OECD G20 Conference on Financial Consumer Protection

The ongoing crisis illustrates all too well the importance of trust and confidence for the proper functioning of our financial systems and, in turn, our economies. Consumers are at the heart of the system. They should feel capable, knowledgeable, safe and secure in their dealings with financial services providers and their intermediaries, said Angel Gurría.

30-September-2011

English

The Role of Guarantees in Defined Contribution Pensions, OECD Working Paper on Finance, Insurance and Private Pensions, No.11

This paper examines the role of guarantees in DC pension plans, in particular minimum investment return guarantees during the accumulation phase. The main goal is to assess the cost and benefits of different return guarantees. The report uses a stochastic financial market model where guarantee claims are calculated as a financial derivative in a financial market framework (like e.g. the valuation of a put option). In this context, the

5-September-2011

English

Draft Guidelines on Financial Education at School and Guidance on Learning Framework

Governments have long-recognised that financial education should start at school and that people should be educated about financial matters as early as possible in their lives. The OECD is developing draft guidelines on financial education at school and accompanying guidance on learning framework.

1-September-2011

English

The Role of Pension Funds in Financing Green Growth Initiatives, OECD Working Paper on Finance, Insurance and Private Pensions, No.10

Transitioning to a low-carbon and climate resilient economy will require significant investment by private sources of capital. Pension funds and other institutional investors can play an important role to play in financing green growth initiatives. This paper examines some of the initiatives that are currently under way around the world to assist and encourage pension funds to help finance green growth.

31-August-2011

English

Public consultation: Draft high-level principles on financial consumer protection

The OECD conducted an online public consultation on draft high-level principles on consumer protection in the field of financial services which came to an end on 31 August 2011.

27-June-2011

English

BI-OECD Regional Asian Seminar on Financial Literacy: Towards a National Strategy on Financial Education

Discussions at this high-level international event will focus on critical aspects of the development of a financial education strategy in Indonesia and the challenges related to financial education and inclusion in South East Asia/ASEAN and APEC countries.

26-May-2011

English

OECD-FCAC Conference on Financial Literacy: Partnering to Turn Financial Literacy into Action

This conference focused on how we can help individuals improve their financial knowledge and the way they manage their personal finances.

1-May-2011

English

Catastrophe Financing for Governments: Learning from the 2009-2012 MultiCat Program in Mexico, OECD Working Paper on Finance, Insurance and Private Pensions, No.9

This paper proposes a framework to help policymakers think about how best develop a national strategy to hedge against the massive economic burden of extreme events that could hit their country tomorrow, focusing specifically on the role that risk transfer mechanisms alternative to traditional insurance can play.

1-May-2011

English

Funding in Public Sector Pension Plans: International Evidence, OECD Working Paper on Finance, Insurance and Private Pensions, No.8

This paper gathers evidence on public sector pension plans regarding the type of pension promise and quantifies the future tax burden related to these pension promises. The reported liabilities are recalculated using both a fair value approach (local market discount rates) and a common, fixed discount rate across all countries which reflects projected growth in national income.

28-February-2011

English, PDF, 343kb

Guide to Evaluating Financial Education Programmes

This guide is designed to help monitor and evaluate financial education programmes. It has been developed for use by financial education project managers, educators and stakeholders.

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