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This paper assesses the impact of different quantitative approaches to regulate investment risk on the retirement income stemming from defined contribution (DC) pension plans. It looks at how such regulations affect the spectrum of investment policies available and, through this channel, how they affect the retirement income that an individual may expect from a DC pension plan.
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These guidelines aim at setting international standards for the governance of private pension funds, in view of protecting people's pensions from mismanagement and fraud.
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Methodology for Assessing Implementation of OECD Core Principles of Occupational Pension Regulation
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This OECD Recommendation invites governments to encourage implementation of the Core Principles of Occupational Pension Regulation to assist in meeting those objectives.
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This report describes why occupational pensions play a major role in OECD countries and worldwide, complementing retirement income from state sources. Their financial importance is highlighted by the volume of assets they manage on behalf of plan members, USD 22 trillion at the end of 2008. Population ageing has also led many OECD countries to undertake a wide range of pension reforms – the overall effect of which has been to reduce
This paper explores how uncertainty over investment returns affects pension systems. The scale of investment risk is measured in this paper using historical data on returns on equities and bonds in major OECD economies over the past quarter century.
This paper explores how uncertainty over investment returns affects individuals’ retirement incomes and government budgets. The paper uses the OECD pension models to explore the implications of a range of possible outcomes for investment returns.
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OECD Good Practices on Financial Education and Awareness Relating to Credit, OECD, 2009
This conference focused on corporate governance of insurance companies, the role of financial intermediaries in financial education and annuities and pension.
The current financial crisis has had a major impact on global pension assets, with the OECD estimating declines of $5.4tn (over 20%) at the end of 2008. This is putting pressure on funding levels for defined benefit (DB) pension plans, and has served a severe blow to members of defined contribution (DC) plans close to retirement, denting confidence in many DC systems. This paper discusses responses to current financial and economic