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This conference aimed to advance and elevate the dialogue on financial education in the international arena, focusing on financial education strategies in Latin America.
The Journal of Pension Economics and Finance (JPEF), the only academic journal focusing on the economics and finance of pensions and retirement income programs, announces a new editorial structure and a broadening of its mission effective January 2010. Since 2002, the JPEF has provided an invaluable and influential forum for original research and international policy debate in the pensions area.
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This document contains the text of the OECD Recommendation and Principles adopted by the OECD Council on 3 December 2010.
Solange Berstein talks about what other countries can learn from Chile's pensions reforms of the past 12 months.
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The paper discusses vulnerabilities in selected segments of the insurance sector and identifies specific issues related to the role of the insurance sector in the current financial crisis. The paper is part of a special report on the financial crisis and private pensions and insurance policies which will form part of the “OECD Strategic Response to the Crisis” and it provides a framework for the analysis in that report.
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The 6th issue of Pension Markets in Focus highlights the partial recovery in pension fund investment returns and funding ratios in the first half of 2009 compared to 2008.
Pension funds staged a partial recovery in the first half of 2009, generating investment returns of 3.5% in nominal terms. But, as of 30 June 2009, total pension funds assets still remained 14% below their December 2007 levels, according to the latest edition of OECD Pensions Markets in Focus.
The OECD and the World Bank - at the occasion of the OECD/IOPS Global Forum on Private Pensions, held in Rio de Janeiro, Brazil - today announced the preliminary results of their project evaluating the financial performance of pension funds around the world.
The Global Forum examined reform progress and recent pension fund industry developments in Brazil and the Latin American region, focusing on the main challenges facing defined contribution privately-managed individual pension schemes which are the main type of retirement arrangements in the region, including risk- transfer and the design of pay-out phase.
The financial crisis required governments to make massive interventions in their financial systems. This book sets out priorities for reforming incentives in financial markets as well as for phasing out these emergency measures.