Pension funds and annuity providers need to effectively manage the longevity risk they are exposed to. Individuals receiving a lifetime income may live longer than expected or accounted for in the actuarial calculations to provision for these liabilities. Mismanaged longevity risk can deteriorate finances, cause bankruptcy and expose individuals to the risk of losing their retirement income. To safeguard against this risk, pension
This 2014 edition of the OECD Pensions Outlook examines the ever-changing pensions landscape. It looks at pension reform, the role of private pensions and retirement savings. Population ageing and longevity risk is examined as are the means of increasing coverage and providing automatic enrolment. The volume is rounded out by a chapter on default retirement strategies.
La lenteur de la croissance, le bas niveau des taux d'intérêt et la faiblesse des rendements des placements liés à la léthargie de l'économie mondiale sont en train d'aggraver les problèmes de vieillissement démographique auxquels sont confrontés les systèmes de retraite tant publics que privés, selon un nouveau rapport de l'OCDE.
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.
2014 OECD/Euromoney Roundtable on Long-term Investment Policy: The roundtable provided a unique opportunity for participants to discuss the OECD’s work on institutional investors and long-term financing with senior policymakers and regulators, and to facilitate investment by institutional investors, addressing both potential regulatory obstacles and market failures.
2-3 October 2014, Swakopmund, Namibia: This event focused on the pension reform process in Africa, tax and the financial incentives that affect savings in complementary private pensions, and the role of pension funds in long-term investment financing and capital market development.
English, PDF, 342kb
This document contains the final version of the Effective Approaches as agreed by the G20/OECD Task Force on Institutional Investors and Long-term Financing. This report was submitted to the G20 Finance Ministers and Central Bank Governors for consideration at their meeting in Cairns on 20-21 September 2014.
This seminar took place in Dalian, China, with discussions focusing on institutional investors and long-term financing and policy measures and initiatives to address constraints to infrastructure investment identified by APEC under the Chinese presidency.
Singapore, 4 June 2014: This roundtable focused on how policymakers and investors can facilitate private sector infrastructure financing, as well as issues related to governance for institutional investors and the accounting treatment for long-term investment.
English, PDF, 2,227kb
This brochure provides information about the OECD Project on Institutional Investors and Long-term Investment. It covers the first two years of activity following the launch of the project in February 2012. This project aims to facilitate long-term investment by institutional investors such as pension funds, insurance companies, and sovereign wealth funds, addressing both potential regulatory obstacles and market failures.