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These guidelines, approved as an OECD Recommendation by the Council, set out good practices in the area of pension fund asset management. They cover regulatory issues such as the prudent person rule, the statement of investment policy, quantitative investment limits and valuation.
This report reviews the economic consequences of ageing populations for financial markets and recommends that governments help facilitate development of financial instruments to support retirement savings and pensions.
The International Social Security Association (ISSA), the International Organisation of Pension Supervisors (IOPS) and the OECD have signed a partnership agreement to work together in the area of complementary and private pensions.
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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
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Principles and Good Practices for Financial Education and Awareness, OECD, 2005
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This book presents classification schemes approved by OECD countries for pension plans and pension funds. In addition, it includes a glossary of terminology frequently used in discussions of pensions. This book is presented in both English and in French, and is designed to be a practical tool for those working in the field.
Organised by OECD and IOPS, this conference took place on 27-28 April 2005 in Bangkok, Thailand.
Discussions on pension policy are often unnecessarily complicated by misunderstandings over basic definitions. Therefore, one of the first tasks of the OECD Working Party on Private Pensions was the creation of a classification of private pension systems that was applicable worldwide. The classification contains a separate glossary of terms used in the private pensions field.
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The Working Party on Private Pensions has developed this glossary with a view to developing a common understanding and vocabulary.
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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