Latest Documents


  • 30-October-2015

    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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  • 29-October-2015

    English

    OECD reviews of pension systems

    These reports assess national pension systems on the basis of OECD best practices in pension design and present various proposals to help improve and guarantee their sustainbility in the long term.

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  • 29-October-2015

    English

    The tax treatment of funded private pension plans in OECD and EU countries

    This stocktaking report profiles the tax treatment of funded private pension plans across all OECD and EU countries. The information refers to 2015 or the latest year with available data and covers all types of funded private pension plans in each country.

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  • 29-October-2015

    English

    2015 OECD/IOPS Global Forum on Private Pensions

    Taking place in Berlin on 29-30 October, the 2015 Global Forum will explore current trends in global private pension systems and the ways in which pension regulatory and supervisory authorities are managing and reacting to the evolution of these systems.

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  • 15-October-2015

    English

    OECD review of pension systems in Mexico

    This review assesses the Mexican pension system on the basis of OECD best practices in pension design and presents various proposals to improve the Mexican pension system and guarantee its sustainability in the long term.

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  • 25-September-2015

    English

    OECD Working Papers on Finance, Insurance and Private Pensions

    OECD working papers on finance, insurance and private pensions address such policy issues as risk management, governance, types of investments, benefit protection and financial education.

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  • 7-September-2015

    English

    Capital flows and the OECD Code of Liberalisation of Capital Movements

    The Capital Movements Code provides a balanced framework for capital account openness. It is the only multilateral legal instrument with comprehensive coverage of capital movements. This includes inflows and outflows, long-term and short-term operations.

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  • 5-September-2015

    English, PDF, 431kb

    G20/OECD High-level Principles on SME Financing: Progress Report

    Presented to G20 Finance Ministers and Central Bank Governors in September 2015, this report provides an in-progress draft of voluntary high-level principles on SME financing currently in development.

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  • 5-September-2015

    English, PDF, 560kb

  • 5-September-2015

    English, PDF, 579kb

    Addressing data gaps in long-term investment: An agenda for research

    Presented to G20 Finance Ministers and Central Bank Governors in September 2015, this note proposes a research agenda for addressing the main gaps in information for understanding the drivers and impediments of long-term investment.

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