Best Practices / Guidelines


  • 6-May-2015

    English

    Survey on measuring financial literacy and financial inclusion in 2015

    Part of an exercise to measure the financial knowledge, attitudes and behaviour of adults, as well as levels of financial inclusion and indicators of financial well-being across a wide range of countries, the OECD is inviting countries to participate in an international survey. Deadline for submission: 30 September 2015.

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  • 28-April-2015

    English

    G20-OECD High-level Principles of Long-term Investment Financing by Institutional Investors

    These high-level principles are intended to help governments facilitate and promote long-term investment by institutional investors, particularly among institutions such as pension funds, insurers and sovereign wealth funds, that typically have long duration liabilities and consequently can consider investments over a long period.

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  • 5-February-2015

    English

    Measuring Financial Literacy

    Assessing the levels of financial literacy in the population is a key component of a successful national strategy for financial education, enabling policy makers to identify gaps and design appropriate responses.

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  • 22-September-2014

    English

    National Strategies for Financial Education

    Financial education has become an important complement to market conduct and prudential regulation and improving individual financial behaviours a long-term policy priority in many countries. The OECD and its International Network on Financial Education conducts research and develops tools to support policy makers and public authorities to design and implement national strategies for financial education.

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  • 4-March-2013

    English

    OECD Guidelines on Insurer Governance

    Revised in 2011, these Guidelines reflect lessons learned from the financial crisis, including the need for a board with necessary leadership, expertise, and independent decision-making, effective risk management and internal control systems and integrated firm-wide reporting within an insurer, sound compensation arrangements, and well-understood group structures.

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  • 29-June-2012

    English

    OECD guidelines relating to private pensions

    This page provides access to all guidelines adopted by the OECD relating to private pensions.

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  • 19-June-2012

    English

    G20 Leaders Endorse OECD INFE High-Level Principles on National Strategies for Financial Education

    This endorsement reinforces the role of the Principles as one of the key global guidance instruments on financial education and awareness and as an overarching policy instrument offering governments and public authorities non-binding international guidance and policy options in order to develop efficient national strategies for financial education.

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  • 11-June-2012

    English, Excel, 57kb

    OECD Roadmap for the good design of defined contribution pension plans

    This roadmap identifies elements of good design and public policy to assist countries to strengthen retirement income adequacy in an environment where pension benefits result from assets accumulated during working life. This roadmap was approved and endorsed by the OECD Working Party on Private Pensions in June 2012.

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  • 27-March-2012

    English, Excel, 655kb

    Detailed guide to evaluating financial education programmes English

    Detailed guide to evaluating financial education programmes English

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  • 6-December-2011

    English

    OECD/IOPS Good Practices on Pension Funds' Use of Alternative Investments and Derivatives

    These good practices reflect what pensions regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. They outline how supervisors should oversee such investments and suggest possible regulatory controls.

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