This page provides access to guidelines adopted by the OECD relating to private pensions.
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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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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Detailed guide to evaluating financial education programmes English
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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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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This new document, developed by the OECD International Network on Financial Education (INFE), provides national authorities and other interested bodies with a core questionnaire that can be used to survey levels of financial literacy and detailed guidance on how to implement such a survey.
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This guide is designed to help monitor and evaluate financial education programmes. It has been developed for use by financial education project managers, educators and stakeholders.
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The OECD/IOPS Good Practices for Pension Funds’ Risk Management Systems aim to outline the main features of risk management systems which pension funds employ. They cover the role of management in the risk management process, look in more detail at investment risk, funding risk and operational risk (including outsourcing) control, and the risk management mechanisms which might be in place (including monitoring and reporting). The
This Toolkit assists pension supervisors to identify potential risks faced by pension plans or funds and assess the financial and operational factors in place to minimise and mitigate those risks.