Reports


5-September-2013

English, PDF, 1,183kb

OECD-INFE Toolkit to measure financial literacy and financial inclusion

OECD-INFE Toolkit to measure financial literacy and financial inclusion Addressing a call by G20 Leaders to develop practical tools for financial literacy measurement, this toolkit incorporates a survey instrument that 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.

5-September-2013

English

Advancing National Strategies for Financial Education

Governments worldwide are establishing national strategies to address the financial literacy needs of their citizens. This study, by the OECD and Russia’s G20 presidency, monitors progress by the governments of the world’s major economies in implementing national strategies for improving financial education.

4-September-2013

English

Evaluating Financial Education Programmes

as developed significant work in relation to evaluating financial education programmes, including the collection of countries’ experiences, challenges, and lessons learnt in evaluating their financial education programmes. Based on these evidence and lessons, the INFE has developed policy instruments on the evaluation of financial education programmes

Also Available

4-September-2013

English, PDF, 787kb

Evaluating financial education programmes: OECD-INFE Survey, evidence, policy instruments and guidance

Prepared for the G20 Summit in Saint Petersburg, this report collects country evidence and lessons learnt in evaluating financial education programmes, suggests an overall framework to guide policy makers and financial educators when designing an evaluation study.

14-August-2013

English

OECD Insurance Statistics: Database and publication

This database and book provide major official insurance statistics for all OECD countries including data on premiums collected, claims, commissions by type of insurance, investments by type of investment, and numbers of companies and employees.

19-July-2013

English

Retirement Savings Adequacy

This project is investigating whether people are saving enough for retirement and examining the role that private pensions can play in the retirement readiness of the working age population.

19-July-2013

English, PDF, 295kb

Effective approaches to support the implementation of the G20 High-Level Principles of Financial Consumer Protection - Update Report

Prepared for the G20 Summit on 5-6 September 2013, this update on the implementation of the G20 High-Level Principles on Financial Consumer Protection is organised around three priority principles: Disclosure and Transparency; Responsible Business Conduct of Financial Services Providers and their Authorised Agents; and, Complaints Handling and Redress.

12-July-2013

English

Annuity products

The OECD is working on improving the understanding of the problems facing annuity markets by focusing more closely on the nature of the guarantees provided by annuity products and their costs for insurance companies and consumers.

3-July-2013

English, PDF, 1,817kb

Developing a funded pension system in Russia

Faced with the acute poverty of many Russian pensioners, the Russian government is engaged in wide-ranging systemic reforms. This report contributes to the policy discussion by identifying aspects of the system that may need to be reformed and describing the experience of other countries as a point of comparison.

28-May-2013

English, PDF, 288kb

Structural reform and supervision of the banking sector in France

The crisis has shown that there is no such thing as an optimal banking structure or model. The Liikanen report highlighted excessive risk taking and excessive reliance on short-term funding not matched with adequate capital protection. The French reform of the banking sector builds on this insight as well as the agreement reached by the Basel Committee on Banking Supervision and the European CRD 4 to foster financial stability.

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