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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.
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OECD Good Practices for Financial Education Relating to Private Pensions, 2008
OECD countries have agreed on further liberalisation commitments in the areas of insurance and private pensions. The OECD Code of Liberalisation of Current Invisible Operations has been amended to broaden the insurance obligations of the Code and introduce new obligations on private pensions, thereby establishing a new, high standard for cross-border trade in insurance and private pensions services.
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This report on the Seventh Examination of Members’ Reservations to the Insurance and Private Pensions Provisions of the Code of Liberalisation of Current Invisible Operations was approved by the OECD Council on 19 February 2008. The main results and conclusions relating to the seventh examination process are given in a Note by the Secretary-General. The full set of findings is presented in the accompanying report.
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Principles and Good Practices for Financial Education and Awareness, OECD, 2005
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Developed by the OECD Insurance Committee, this checklist was adopted by the OECD Council on 15 December 2004.
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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
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This document is Book 1, Part 1, 1)c of the Insurance and Private Pensions Compendium for Emerging Economies.