Funded and private pensions

Annual Survey of Large Pension Funds and Public Pension Reserve Funds

This annual survey monitors and compares the investment behaviour, asset levels, and performances of the largest institutional investors in each region or country covered and analyses in greater depth the general trends observed at a national level.

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.

Financial incentives for funded private pension plans: OECD country profiles, 2019

29/11/2019 - This report describes the tax treatment of retirement savings in OECD countries. It also covers non-tax financial incentives provided to encourage individuals to save for retirement in funded private pension plans.

Financing Infrastructure in APEC Economies: APEC/OECD Report on Selected Effective Approaches

As APEC economies adopt measures to accelerate infrastructure development and financing, this report provides them with a selected set of effective approaches to financing infrastructure, including blended finance.

Pension Markets in Focus 2019

29 October 2019 - Pension assets have been growing over the last decade, reaching USD 44.1 trillion worldwide at the end of 2018, despite a decline relative to end-2017. This trend is attributable to positive real net returns over the long term, and to increased contributions paid as more people are being covered by a pension plan in a number of countries, especially in those with recent mandatory or auto-enrolment programmes

OECD review of pension systems in Peru

This review assesses Peru’s pension system in its entirety, looking at both public and private, pay-as-you-go (PAYG) financed and funded pension provisions. The review then provides policy options to help tackle old-age poverty; establish a solid framework for the contributory pension system to meet its objectives.

OECD Reviews of Pension Systems: Peru

Reforming the Pension System in Turkey 2019

This paper studies the case of Turkey and suggests several tools to promote retirement planning. Section I provides a review of the traditional and behavioural policy instruments designed to promote retirement savings, along with a discussion on their effectiveness.

Pension Funds in Figures 2019

31/05/2019 - Preliminary data for 2018 show that assets in pension funds amounted to USD 27.6 trillion in the OECD area, close to 4% lower than in 2017. Calculated in national currencies, pension fund assets declined in 12 out of 34 reporting OECD countries, including some of the largest pension markets: Japan (-1.1%), the Netherlands (-1.2%), Switzerland (-0.7%), the United Kingdom (-0.3%) and the United States (-5.0%).

IOPS International Conference on Pension Supervision and Regulation 2019

7 March 2019 - The International Conference on Pension Supervision and Regulation this year will focus on Options for creating sustainable pension systems in emerging markets and will take place in New Delhi, India.