Best Practices / Guidelines


  • 28-March-2008

    English, , 172kb

    OECD Good Practices for Financial Education Relating to Private Pensions

    OECD Good Practices for Financial Education Relating to Private Pensions, 2008

  • 10-May-2007

    English, , 167kb

    OECD Guidelines on Funding and Benefit Security in Occupational Pension Plans

    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

    OECD Guidelines on Pension Fund Asset Management

    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

    Recommendation on Principles and Good Practices for Financial Education and Awareness (Chinese)

    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

    Recommendation on Principles and Good Practices for Financial Education and Awareness

    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

    OECD Principles and Good Practices for Financial Education and Awareness

    Principles and Good Practices for Financial Education and Awareness, OECD, 2005

  • 7-December-2004

    English, , 257kb

    OECD Guidelines for the Protection of Rights of Members and Beneficiaries in Occupational Pension Plans

    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.

  • 24-November-2004

    English, , 38kb

    Guidelines for Good Practice for Insurance Claim Management

    Developed by the OECD Insurance Committee, these guidelines for good practice address every step of the insurance claim management process, particularly: adequate information and assistance to the policyholder for claim reporting; efficient claim filing methods; operational fraud detection and prevention measures; adequate, fair and transparent claim assessment and processing; expeditious claim settlement; effective complaint and

  • 6-January-2001

    English, , 35kb

    Fifteen Principles for the Regulation of Private Occupational Pension Schemes

    The International Network of Pensions Regulators and Supervisors, grouping 100 regulatory and supervisory institutions from more than 60 countries, has approved a set of principles for the regulation of private occupational pension plans designed...

  • 1-January-2000

    English, , 30kb

    Selected Principles for the Regulation of Investments by Insurance Companies and Pension Funds

    This document is Book 2, Part 1, 1)b of the Insurance and Private Pensions Compendium for Emerging Economies.

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