Latest Documents


  • 4-December-2017

    English, PDF, 4,138kb

    Technology and Pensions

    Innovative applications of technology for financial services, or FinTech, are already being used to improve communication with consumers and their engagement with their pension plans. This report provides an overview of how technology is being used to improve pension design and delivery and how regulators are managing these changes.

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  • 4-December-2017

    English, PDF, 3,047kb

    Robo-Advice for Pensions

    Riding the wave of technological innovation in finance, the robo-advice model has emerged as one potential solution for helping individuals manage their pensions and invest savings for retirement. This report provides an overview of the types of robo-advisors that are now available and discusses the potential benefits, risks and challenges of such platforms.

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  • 24-October-2017

    English

    Private pensions make post-crisis comeback

    In 2016, private pension assets reached their highest-ever level at over USD38 trillion in OECD countries, according to Pensions Markets in Focus. Investment losses resulting from the financial crisis have been recouped in almost all reporting OECD countries.

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  • 24-October-2017

    English

    2017 OECD/IOPS Global Forum on Private Pensions

    24-25 October 2017, Mauritius - The 2017 global forum explored current trends in global private pension systems and the ways in which pension regulatory and supervisory authorities are managing and reacting to those trends.

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  • 20-October-2017

    English

    Global pension statistics

    The Global Pension Statistics Project measures and monitors the pension industry, allowing inter-country comparisons of current statistics and indicators on key aspects of retirement systems.

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  • 20-September-2017

    English

    2017 Roundtable on Insurance and Retirement Savings in Asia

    20-21 September 2017, Bangkok: The 2017 roundtable on insurance and retirement savings brought together key stakeholders from the Asia Pacific region to discuss policy issues relevant to the sound development of insurance and private pensions markets.

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  • 4-July-2017

    English, PDF, 188kb

    Long-term fiscal cost of tax incentives for private pension plans: Policy Brief No.2

    July 2017 - This policy brief provides calculations and analysis of the long-term fiscal cost of tax incentives for private pension plans. It has been prepared within the framework of the OECD project on Financial Incentives and Retirement Savings.

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  • 4-July-2017

    English, PDF, 271kb

    Tax treatment of retirement savings in private pension plans across OECD countries: Policy Brief No.1

    July 2017 - This policy brief presents the tax treatment of retirement savings in private pension plans across OECD countries and calculates the tax advantage for individuals in each country within country-specific parameters. It has been prepared within the framework of the OECD project on Financial Incentives and Retirement Savings.

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  • 4-July-2017

    English

    Financial incentives and retirement savings

    Launched in 2014, this project will review the cost effectiveness of tax and other financial incentives, as well as assess the more efficient ways of using public money to increase savings for retirement, retirement income and replacement rates.

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  • 21-June-2017

    English

    Seminar on pension foresight: Envisaging retirement income plans of the future

    21 June 2017, Paris: Co-organised by the International Network for Pensions, Aging, and Retirement Research (INPARR), the OECD and IOPS, this seminar provided a window into the latest thinking and research that sheds light on where pension plans and designs are headed in the future and challenges to their future sustainability and efficiency.

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