Latest Documents


  • 25-September-2017

    English

    OECD Working Papers on Finance, Insurance and Private Pensions

    OECD working papers on finance, insurance and private pensions address such policy issues as risk management, governance, types of investments, benefit protection and financial education.

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  • 20-September-2017

    English

    2017 Roundtable on Insurance and Retirement Savings in Asia

    20-21 September 2017, Bangkok: The 2017 roundtable on insurance and retirement savings will bring together key stakeholders from the Asia Pacific region to discuss policy issues that will lead to the sound development of insurance and private pensions markets.

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  • 7-September-2017

    English

    Annual Survey of Investment Regulation of Pension Funds

    Each year, the OECD publishes a survey of the investment regulation of pension funds which describes the main quantitative investment regulations applied to pension funds in OECD and IOPS countries. The survey questionnaire covers all types of pension plans financed via pension funds.

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  • 30-August-2017

    English

    OECD Codes of Liberalisation of Capital Movements and of Current Invisible Operations

    The Code of Liberalisation of Capital Movements and the Code of Liberalisation of Current Invisible Operations constitute legally binding rules, stipulating progressive, non-discriminatory liberalisation of capital movements, the right of establishment and current invisible transactions (mostly services). All non-conforming measures must be listed in country reservations against the Codes.

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  • 4-July-2017

    English, PDF, 188kb

    Long-term fiscal cost of tax incentives for private pension plans: Policy Brief No.2

    July 2017 - This policy brief provides calculations and analysis of the long-term fiscal cost of tax incentives for private pension plans. It has been prepared within the framework of the OECD project on Financial Incentives and Retirement Savings.

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  • 4-July-2017

    English, PDF, 271kb

    Tax treatment of retirement savings in private pension plans across OECD countries: Policy Brief No.1

    July 2017 - This policy brief presents the tax treatment of retirement savings in private pension plans across OECD countries and calculates the tax advantage for individuals in each country within country-specific parameters. It has been prepared within the framework of the OECD project on Financial Incentives and Retirement Savings.

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  • 4-July-2017

    English

    Financial incentives and retirement savings

    Launched in 2014, this project will review the cost effectiveness of tax and other financial incentives, as well as assess the more efficient ways of using public money to increase savings for retirement, retirement income and replacement rates.

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  • 30-June-2017

    English

    Global insurance market trends

    This report analyses insurance market statistics collected by the OECD to monitor the insurance industry’s overall performance and health. It covers all OECD countries plus selected Asian, African and Latin American countries.

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  • 21-June-2017

    English

    Seminar on pension foresight: Envisaging retirement income plans of the future

    21 June 2017, Paris: Co-organised by the International Network for Pensions, Aging, and Retirement Research (INPARR), the OECD and IOPS, this seminar provided a window into the latest thinking and research that sheds light on where pension plans and designs are headed in the future and challenges to their future sustainability and efficiency.

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  • 1-June-2017

    English

    Institutional investors and long-term investment

    Long-term capital is in short supply and has become increasingly so since the 2008 financial crisis. This has profound implications for growth and financial stability. The OECD is exploring these issues in depth.

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