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Principles and Good Practices for Financial Education and Awareness, OECD, 2005
Organised by OECD and IOPS, this conference took place on 27-28 April 2005 in Bangkok, Thailand.
English, Excel, 1,493kb
This book presents classification schemes approved by OECD countries for pension plans and pension funds. In addition, it includes a glossary of terminology frequently used in discussions of pensions. This book is presented in both English and in French, and is designed to be a practical tool for those working in the field.
Discussions on pension policy are often unnecessarily complicated by misunderstandings over basic definitions. Therefore, one of the first tasks of the OECD Working Party on Private Pensions was the creation of a classification of private pension systems that was applicable worldwide. The classification contains a separate glossary of terms used in the private pensions field.
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The Working Party on Private Pensions has developed this glossary with a view to developing a common understanding and vocabulary.
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Developed by the OECD Insurance Committee, this checklist was adopted by the OECD Council on 15 December 2004.
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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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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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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
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.