Publications & Documents


  • 5-May-2008

    English

    OECD-IOPS Guidelines on the Licensing of Pension Entities

    Adopted in March 2008, these Guidelines provide a framework for licensing regulations and the assessment of licensing applications from pension entities to determine whether or not they stand up to certain criteria: adequate governance structures, management in the best interest of plan members and other beneficiaries, financial security and performance of pension entities and maximimum operational efficiency.

  • 29-April-2008

    English, , 155kb

    OECD Recommendation on good practices for enhanced risk awareness and education on insurance issues

    Many people have a poor understanding of the financial issues that affect their lives, according to OECD analysis. To help them, OECD countries have agreed new good practices on financial education relating to private pensions and insurance.

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  • 29-April-2008

    English, , 172kb

    OECD Recommendation on good practices for financial education relating to private pensions

    Many people have a poor understanding of the financial issues that affect their lives, according to OECD analysis. To help them, OECD countries have agreed new good practices on financial education relating to private pensions and insurance.

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  • 28-March-2008

    English, , 172kb

    OECD Good Practices for Financial Education Relating to Private Pensions

    OECD Good Practices for Financial Education Relating to Private Pensions, 2008

  • 29-February-2008

    English, , 346kb

    Sovereign wealth and pension fund issues

    Sovereign Wealth Funds (SWFs) are pools of assets owned and managed directly or indirectly by governments to achieve national objectives. These funds have raised concerns about financial stability, corporate governance and political interference and protectionism.This presentation by Adrian Blundell-Wignall, Yu-Wei Hu, and Juan Yermo was prepared for the Global Pension Summit which took place on 28-29 February 2008 at the Suzou Garden

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  • 19-February-2008

    English, , 602kb

    Seventh Examination of Members’ Reservations to the Insurance and Private Pensions Provisions of the Code of Liberalisation of Current Invisible Operations

    This report on the Seventh Examination of Members’ Reservations to the Insurance and Private Pensions Provisions of the Code of Liberalisation of Current Invisible Operations was approved by the OECD Council on 19 February 2008. The main results and conclusions relating to the seventh examination process are given in a Note by the Secretary-General. The full set of findings is presented in the accompanying report.

  • 19-February-2008

    English

    OECD countries agree on further liberalisation commitments in insurance and private pensions

    OECD countries have agreed on further liberalisation commitments in the areas of insurance and private pensions. The OECD Code of Liberalisation of Current Invisible Operations has been amended to broaden the insurance obligations of the Code and introduce new obligations on private pensions, thereby establishing a new, high standard for cross-border trade in insurance and private pensions services.

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  • 10-May-2007

    English, , 167kb

    OECD Guidelines on Funding and Benefit Security in Occupational Pension Plans

    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.

  • 27-February-2007

    English

    Facing the Future: Korea's Family, Pension and Health Policy Challenges

    This summary study looks at existing Korean family, health and pension policies from an international perspective and considers them in view of the emerging policy challenges in Korea. It was presented at a policy forum on Low fertility and Ageing Society, in September 2006 in Seoul.

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  • 23-January-2007

    English, , 290kb

    Working Paper 7: Survey of Investment Choice by Pension Fund Members

    This document focuses on some key analytical and policy issues regarding investment choice by pension plan/fund members in occupational defined contribution and personal pension arrangements during the accumulation stage.

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