Funded and private pensions


  • 23-November-2005

    English

    Ageing and Pension System Reform: Implications for Financial Markets and Economic Policies

    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.

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  • 26-September-2005

    English

    ISSA, IOPS, OECD to cooperate on complementary and private pensions study

    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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  • 29-June-2005

    English, , 194kb

    Pension Markets in Focus, No.1, June 2005

    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

  • 22-June-2005

    English, , 25kb

    OECD Principles and Good Practices for Financial Education and Awareness

    Principles and Good Practices for Financial Education and Awareness, OECD, 2005

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  • 27-April-2005

    English, Excel, 1,493kb

    Private Pensions - OECD Classification and Glossary

    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.

  • 27-April-2005

    English

    OECD/IOPS Conference on Private Pensions in Asia

    Organised by OECD and IOPS, this conference took place on 27-28 April 2005 in Bangkok, Thailand.

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  • 14-April-2005

    English

    Private Pensions: OECD Classification and Glossary

    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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  • 12-April-2005

    English, , 169kb

    OECD Glossary of Pension Terms

    The Working Party on Private Pensions has developed this glossary with a view to developing a common understanding and vocabulary.

  • 8-December-2004

    English, , 208kb

    Treatment of Conflicts of Interest

    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

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  • 7-December-2004

    English, , 257kb

    OECD Guidelines for the Protection of Rights of Members and Beneficiaries in Occupational Pension Plans

    These guidelines, approved in September 2003 by the Working Party on Private Pensions, set forth core rights and protections for plan members and beneficiaries that are generally intended to be implemented and monitored by pension regulators and supervisors.

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