Publications & Documents


  • 12-April-2005

    English, , 169kb

    OECD Glossary of Pension Terms

    The Working Party on Private Pensions has developed this glossary with a view to developing a common understanding and vocabulary.

  • 15-December-2004

    English, , 145kb

    OECD Check-List of Criteria to Define Terrorism for the Purpose of Compensation

    Developed by the OECD Insurance Committee, this checklist was adopted by the OECD Council on 15 December 2004.

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  • 8-December-2004

    English, , 208kb

    Treatment of Conflicts of Interest

    This paper focuses on the identification of potential conflict of interest situations through effective supervisory techniques, and examines possible regulatory gaps in existing laws. First, it provides an overview of a typical pension plan cycle, and compares the conflicts of interest rules and regulations of six countries–Chile, Costa Rica, Hungary, Mexico, Poland, and Slovenia—and examines how these would apply to typical conflict

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  • 7-December-2004

    English, , 257kb

    OECD Guidelines for the Protection of Rights of Members and Beneficiaries in Occupational Pension Plans

    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.

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  • 24-November-2004

    English, , 38kb

    Guidelines for Good Practice for Insurance Claim Management

    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

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  • 22-November-2004

    English

    OECD Conference on Catastrophic Risks and Insurance

    Paris, 22-23 November 2004. This conference addressed the issue of the management and compensation of large-scale disasters - be they natural catastrophes, accidental man-made disasters, or terrorist acts.

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  • 14-May-2004

    English

    Ageing Societies and the Looming Pension Crisis

    The challenge of ageing populations has countries seeking new ways to finance retirement plans. OECD research suggests implementing a range of reforms, from changing workplace practices and labor policies to altering state pension plans and encou...

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  • 3-May-2004

    English

    Third International OECD Conference on Private Pensions

    Rio de Janeiro, Brazil, 3-4 May 2004. This conference focused on personal pension plans and their interaction with insurance and financial markets, particularly the institutional structure of the supervisory agencies...

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  • 2-April-2004

    English

    2nd EIR/OECD Conference on Pensions and Long-run Investments

    2 April 2004, Paris, France. The 2nd EIR/OECD Conference on Pensions and Long-run Investments focused on pension fund investment in both Defined Benefit and Defined Contribution systems.

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  • 30-March-2004

    English

    Third OECD/INPRS Conference on Private Pensions in Asia and 2004 Asian-Pacific Regional INPRS Meeting

    Manila, Philippines, 30 March–1 April 2004. Organised by the ADB and the OECD under the aegis of the INPRS, this conference discussed issues relevant to the regulation and supervision of private pensions and insurance companies.

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