Best Practices / Guidelines


  • 5-February-2015

    English

    Measuring Financial Literacy

    Assessing the levels of financial literacy in the population is a key component of a successful national strategy for financial education, enabling policy makers to identify gaps and design appropriate responses.

  • 16-November-2014

    English

    G20-OECD High-level Principles of Long-term Investment Financing by Institutional Investors

    These high-level principles are intended to help governments facilitate and promote long-term investment by institutional investors, particularly among institutions such as pension funds, insurers and sovereign wealth funds, that typically have long duration liabilities and consequently can consider investments over a long period.

  • 22-September-2014

    English

    National Strategies for Financial Education

    Financial education has become an important complement to market conduct and prudential regulation and improving individual financial behaviours a long-term policy priority in many countries. The OECD and its International Network on Financial Education conducts research and develops tools to support policy makers and public authorities to design and implement national strategies for financial education.

    Also Available
  • 1-mars-2013

    Français

    Lignes directrices de l'OCDE sur la gouvernance des assureurs

    Révisé en 2011, les Lignes directrices révisées sur la gouvernance des assureurs ont pour but de fournir des lignes de conduite et de servir de référentiel aux assureurs, aux autorités publiques et autres parties prenantes concernées dans les pays membres et non membres de l’OCDE.

    Also Available
  • 19-June-2012

    English

    G20 Leaders Endorse OECD INFE High-Level Principles on National Strategies for Financial Education

    This endorsement reinforces the role of the Principles as one of the key global guidance instruments on financial education and awareness and as an overarching policy instrument offering governments and public authorities non-binding international guidance and policy options in order to develop efficient national strategies for financial education.

  • 11-June-2012

    English, Excel, 57kb

    OECD Roadmap for the good design of defined contribution pension plans

    This roadmap identifies elements of good design and public policy to assist countries to strengthen retirement income adequacy in an environment where pension benefits result from assets accumulated during working life. This roadmap was approved and endorsed by the OECD Working Party on Private Pensions in June 2012.

  • 27-mars-2012

    Français, PDF, 649kb

    Guide détaillé pour l’évaluation des programmes en matière d’éducation financière

    Guide détaillé pour l’évaluation des programmes en matière d’éducation financière

    Also Available
  • 6-December-2011

    English

    OECD/IOPS Good Practices on Pension Funds' Use of Alternative Investments and Derivatives

    These good practices reflect what pensions regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. They outline how supervisors should oversee such investments and suggest possible regulatory controls.

  • 6-December-2011

    English, , 228kb

    OECD/IOPS Good Practices on Pension Funds’ Use of Alternative Investments and Derivatives

    The Good Practices reflect what pension regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. The Good Practices outline how supervisors should oversee such investments and suggest possible regulatory controls. The character of the Good Practices emphasizes the overriding principle that it is the responsibility of pension

  • 15-October-2011

    English, , 815kb

    OECD INFE Measuring Financial Literacy: Questionnaire and Guidance Notes for Conducting an Internationally Comparable Survey of Financial Literacy

    This new document, developed by the OECD International Network on Financial Education (INFE), provides national authorities and other interested bodies with a core questionnaire that can be used to survey levels of financial literacy and detailed guidance on how to implement such a survey.

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