Best Practices / Guidelines


16-November-2014

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.

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.

Also Available

7-April-2014

English

Measuring Financial Literacy

This financial literacy questionnaire and methodological guidance can be used to capture key information about financial behaviour, knowledge and attitudes in a wide range of countries with different income levels and allows international comparisons.

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.

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.

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.

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.

27-March-2012

English, Excel, 655kb

Detailed guide to evaluating financial education programmes English

Detailed guide to evaluating financial education programmes English

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.

6-December-2011

English, , 228kb

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

The Good Practices reflect what pension regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. The Good Practices outline how supervisors should oversee such investments and suggest possible regulatory controls. The character of the Good Practices emphasizes the overriding principle that it is the responsibility of pension

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