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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.
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.
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
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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.
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.
English, PDF, 295kb
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.
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.
English, PDF, 1,817kb
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.
English, PDF, 288kb
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.
English, PDF, 587kb
The paper argues that interest rates are at extremely low levels to support banks, and the search for yield has pushed the liquidity driven speculative bubble from real estate, derivatives and structured products markets into the corporate debt market. Equities have rallied strongly too. This asset cycle is certainly helping banks reduce hidden losses on illiquid securities and could also help reduce the cost of equity.