Best Practices / Guidelines


  • 29-August-2016

    English

    Public consultation on a draft Recommendation on Guidelines on Insurer Governance

    The OECD is currently revising the Recommendation of the Council on Guidelines on Insurer Governance. The draft text was made available for public comment from 12 July until 29 August 2016. This consultation is now closed.

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  • 16-November-2015

    English, PDF, 330kb

    G20/OECD High-level Principles on SME Financing

    SMEs are important engines of innovation, growth, job creation and social cohesion. However, they can only reach their full potential if they obtain the finance necessary to start, sustain and grow their business. These voluntary principles provide broad guidelines on how to enhance access by SMEs to finance to help increase the contribution of SMEs to resilient and inclusive growth.

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  • 28-April-2015

    English

    G20-OECD High-level Principles of Long-term Investment Financing by Institutional Investors

    These high-level principles are intended to help governments facilitate and promote long-term investment by institutional investors, particularly among institutions such as pension funds, insurers and sovereign wealth funds, that typically have long duration liabilities and consequently can consider investments over a long period.

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  • 4-March-2013

    English

    OECD Guidelines on Insurer Governance

    Revised in 2011, these Guidelines reflect lessons learned from the financial crisis, including the need for a board with necessary leadership, expertise, and independent decision-making, effective risk management and internal control systems and integrated firm-wide reporting within an insurer, sound compensation arrangements, and well-understood group structures.

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  • 29-June-2012

    English

    OECD guidelines relating to private pensions

    This page provides access to guidelines adopted by the OECD relating to private pensions.

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  • 11-June-2012

    English, Excel, 92kb

    OECD Roadmap for the good design of defined contribution pension plans

    This roadmap identifies elements of good design and public policy to assist countries to strengthen retirement income adequacy in an environment where pension benefits result from assets accumulated during working life. This roadmap was approved and endorsed by the OECD Working Party on Private Pensions in June 2012.

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  • 6-December-2011

    English

    OECD/IOPS Good Practices on Pension Funds' Use of Alternative Investments and Derivatives

    These good practices reflect what pensions regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. They outline how supervisors should oversee such investments and suggest possible regulatory controls.

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  • 6-December-2011

    English, , 228kb

    OECD/IOPS Good Practices on Pension Funds’ Use of Alternative Investments and Derivatives

    The Good Practices reflect what pension regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. The Good Practices outline how supervisors should oversee such investments and suggest possible regulatory controls. The character of the Good Practices emphasizes the overriding principle that it is the responsibility of pension

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  • 11-January-2011

    English, , 243kb

    OECD/IOPS Good Practices for Pension Funds’ Risk Management Systems

    The OECD/IOPS Good Practices for Pension Funds’ Risk Management Systems aim to outline the main features of risk management systems which pension funds employ. They cover the role of management in the risk management process, look in more detail at investment risk, funding risk and operational risk (including outsourcing) control, and the risk management mechanisms which might be in place (including monitoring and reporting). The

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  • 17-December-2010

    English

    IOPS Toolkit for Risk-based Pensions Supervision

    This Toolkit assists pension supervisors to identify potential risks faced by pension plans or funds and assess the financial and operational factors in place to minimise and mitigate those risks.

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