Latest Documents

  • 19-February-2008


    OECD countries agree on further liberalisation commitments in insurance and private pensions

    OECD countries have agreed on further liberalisation commitments in the areas of insurance and private pensions. The OECD Code of Liberalisation of Current Invisible Operations has been amended to broaden the insurance obligations of the Code and introduce new obligations on private pensions, thereby establishing a new, high standard for cross-border trade in insurance and private pensions services.

  • 10-May-2007

    English, , 167kb

    OECD Guidelines on Funding and Benefit Security in Occupational Pension Plans

    These guidelines, approved as an OECD Recommendation by the Council, set out good practices in the area of pension funding and benefit security. They cover regulatory issues such as the valuation of pension liabilities, funding rules, the role of insolvency guarantee arrangements and creditor rights of pension plan beneficiaries in case of insolvency of the company that sponsors the pension plan.

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  • 23-January-2007

    English, , 290kb

    Working Paper 7: Survey of Investment Choice by Pension Fund Members

    This document focuses on some key analytical and policy issues regarding investment choice by pension plan/fund members in occupational defined contribution and personal pension arrangements during the accumulation stage.

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  • 29-November-2006


    G8 International Conference on Improving Financial Literacy

    This Conference, convened under the auspices of Russia' G8 Presidency, was held in Moscow on 29-30 November 2006. The aim of the conference was to recognise the increased need for financial education in both developed and developing countries.

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  • 9-November-2006


    OECD Seminar on "Pension Fund Regulation and Risk Management", Istanbul, 9 November 2006

    The OECD international seminar on "Pension Fund Regulation and Risk Management", sponsored by Risklab and Allianz Global Investors (AGI), was held back to back with the OECD Global Forum on Private Pensions in Istanbul, Turkey on 9 November 2006.

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  • 29-March-2006


    OECD/IOPS Conference on Private Pensions in Latin America: 29-30 March 2006

    This conference, which took place in Santiago, Chile, on 29-30 March 2006 focused on an evaluation of the private pension system in Chile and the lessons that can be drawn from Chile’s experience for other countries.

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  • 23-March-2006

    English, , 62kb

    OECD Guidelines on Pension Fund Asset Management

    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.

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  • 23-November-2005


    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


    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

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