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Best Practices / Guidelines
29-April-2008
English, , 155kb
Many people have a poor understanding of the financial issues that affect their lives, according to OECD analysis. To help them, OECD countries have agreed new good practices on financial education relating to private pensions and insurance.
Related Documents
29-April-2008
English, , 172kb
Many people have a poor understanding of the financial issues that affect their lives, according to OECD analysis. To help them, OECD countries have agreed new good practices on financial education relating to private pensions and insurance.
Related Documents
28-March-2008
English, , 172kb
OECD Good Practices for Financial Education Relating to Private Pensions, 2008
Between 26 June and 1 September 2007, OECD invited public comments on the draft Good Practices for Enhanced Risk Awareness and Education on Insurance Issues from stakeholders with expertise in insurance and/or education issues.
10-May-2007
English, , 167kb
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.
23-March-2006
English, , 62kb
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.
23-June-2005
English, PDF, 148kb
Citizens need a better grasp of how financial markets work in order to manage mortgage and consumer debt and save effectively to finance retirement, and OECD governments have recognised that they have to help people to develop such awareness. These Principles and Good Practices were adopted by the OECD Council.
Also Available
23-June-2005
English, , 25kb
Citizens need a better grasp of how financial markets work in order to manage mortgage and consumer debt and save effectively to finance retirement, and OECD governments have recognised that they have to help people to develop such awareness. These Principles and Good Practices were adopted by the OECD Council.
Also Available
22-June-2005
English, , 25kb
Principles and Good Practices for Financial Education and Awareness, OECD, 2005
7-December-2004
English, , 257kb
These guidelines, approved in September 2003 by the Working Party on Private Pensions, set forth core rights and protections for plan members and beneficiaries that are generally intended to be implemented and monitored by pension regulators and supervisors.
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