Publications & Documents


  • 8-December-2016

    English, PDF, 933kb

    Incentivising lending to SMEs with the Funding for Lending Scheme: some evidence from bank-level data in the United Kingdom

    This study explores the effectiveness of the incentive mechanisms embedded within the UK’s Funding for Lending Scheme (FLS) for banks’ to expand their supply of lending to medium sized enterprises (SMEs).

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  • 7-December-2016

    English

    Biodiversity Offsets - Effective Design and Implementation

    This report examines the key design and implementation features that need to be considered to ensure that biodiversity offset programmes are environmentally effective, economically efficient, and distributionally equitable. Biodiversity offsets are being increasingly used in a wide range of sectors as a mechanism to help compensate for the adverse effects caused by development projects in a variety of ecosystems. In this report, insights and lessons learned are drawn from more than 40 case studies from around the world, with an additional 3 in-depth country case studies from the United States, Germany and Mexico.

  • 6-December-2016

    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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  • 6-December-2016

    English

    Retirement savings adequacy

    This project investigated whether people are saving enough for retirement and examining the role that private pensions can play in the retirement readiness of the working age population.

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  • 5-December-2016

    English

    Life Annuity Products and Their Guarantees

    This publication helps policy makers to better understand annuity products and the guarantees they provide in order to optimise the role that these products can play in financing retirement. Product design is a crucial factor in the potential role of annuity products within the pension system, along with the cost and demand for these products, and the resulting risks that are borne by the annuity providers. Increasingly complex products, however, pose additional challenges concerning consumer protection. Consumers need to be aware of their options and have access to unbiased and comprehensible advice and information about these products.

  • 5-December-2016

    English

    OECD Pensions Outlook 2016

    The OECD Pensions Outlook 2016 assesses policy issues regarding strengthening pension systems and, in particular, funded pension plans.  It covers defined benefits and defined contribution pension plans; fiscal incentives to save for retirement; policy measures to improve the financial advice for retirement; annuity products and their guarantees; pension design and financial education; and the pension arrangements for public-sector workers, including a comparison with those for private sector workers.

  • 5-December-2016

    English

    Launch of the 2016 Pensions Outlook

    Good morning everyone. It is a pleasure for me to be here today to launch the 2016 OECD Pensions Outlook. I’m glad to see great friends and experts on one of the defining issues of our era. Good to see Phyllis Borzi and Ambrogio Rinaldi with us today.

  • 5-December-2016

    English

    Launch of the OECD Pensions Outlook

    Every two years, the OECD Pensions Outlook provides an analysis of the main policy issues affecting pensions in OECD countries and assesses trends in retirement income systems. It discusses policy initiatives for strengthening pension systems, funded private pension systems in particular.

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  • 5-December-2016

    English

    Design of funded private pensions needs to be improved

    Funded Pension arrangements, in particular defined contribution ones, are playing a growing role in complementing retirement income from public sources in OECD countries and worldwide. However, their design needs to be improved, according to a new OECD report.

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  • 5-December-2016

    English, PDF, 714kb

    The role of financial education in supporting decision-making for retirement: A checklist

    The OECD International Network on Financial Education developed two practical policy tools to support policy makers in identifying financial education needs for retirement and in improving their financial education efforts in this area. The two policy tools include this checklist and a matrix contained in Chapter 5 of the 2016 OECD Pensions Outlook.

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