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Best Practices / Guidelines
Between 26 June and 1 September 2007, OECD invited public comments on the draft Good Practices for Enhanced Risk Awareness and Education on Insurance Issues from stakeholders with expertise in insurance and/or education issues.
10-May-2007
English, , 167kb
These guidelines, approved as an OECD Recommendation by the Council, set out good practices in the area of pension funding and benefit security. They cover regulatory issues such as the valuation of pension liabilities, funding rules, the role of insolvency guarantee arrangements and creditor rights of pension plan beneficiaries in case of insolvency of the company that sponsors the pension plan.
23-March-2006
English, , 62kb
These guidelines, approved as an OECD Recommendation by the Council, set out good practices in the area of pension fund asset management. They cover regulatory issues such as the prudent person rule, the statement of investment policy, quantitative investment limits and valuation.
22-June-2005
English, , 25kb
Principles and Good Practices for Financial Education and Awareness, OECD, 2005
7-December-2004
English, , 257kb
These guidelines, approved in September 2003 by the Working Party on Private Pensions, set forth core rights and protections for plan members and beneficiaries that are generally intended to be implemented and monitored by pension regulators and supervisors.
24-November-2004
English, , 38kb
Developed by the OECD Insurance Committee, these guidelines for good practice address every step of the insurance claim management process, particularly: adequate information and assistance to the policyholder for claim reporting; efficient claim filing methods; operational fraud detection and prevention measures; adequate, fair and transparent claim assessment and processing; expeditious claim settlement; effective complaint and
6-January-2001
English, , 35kb
The International Network of Pensions Regulators and Supervisors, grouping 100 regulatory and supervisory institutions from more than 60 countries, has approved a set of principles for the regulation of private occupational pension plans designed...
1-January-2000
English, , 30kb
This document is Book 2, Part 1, 1)b of the Insurance and Private Pensions Compendium for Emerging Economies.
1-January-1998
English, , 30kb
This document is Book 1, Part 1, 1)e of the Insurance and Private Pensions Compendium for Emerging Economies.
In 1997, twenty-one OECD countries and seventeen countries in Central and Eastern Europe and the New Independent States have approved guidelines for insurance regulation and supervision in transition economies. The guidelines -- the first ever in...
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