Private Pensions

OECD reviews private pension systems in member countries, analyses policy and technical issues, formulates policy recommendations and promotes policy dialogue with non-OECD countries. The Global Pension Statistics project aims to provide a valuable device for measuring and monitoring the pension industry. Permanent url: www.oecd.org/daf/pensions.

What's new

Pension Funds Recovering in 2009, says OECD

26-Oct-2009

Pension funds staged a partial recovery in the first half of 2009, generating investment returns of 3.5% in nominal terms. But, as of 30 June 2009, total pension funds assets still remained 14% below their December 2007 levels, according to the latest edition of OECD Pensions Markets in Focus.

2008 Survey of Investment Regulation of Pension Funds

23-Oct-2009

This survey describes quantitative investment regulations on pension funds in OECD and selected non-OECD countries as of end December 2008. The information collected concerns all forms of quantitative portfolio restrictions (minima and maxima) applied to autonomous pension funds in OECD countries at different legal levels (law, regulation, industry norms, etc).

 

Private pensions in Latin America have emerged stronger after the financial and economic crisis

16-Oct-2009

Participants at the annual IOPS/OECD Global Forum on Private Pensions discussed the impact and policy responses to the financial and economic crisis on the pension industry, with a particular focus on the major policy developments in the Brazilian pension industry.

Private pensions need long-term, appropriate performance benchmarks

19-Oct-2009

The OECD and the World Bank today announced the preliminary results of their project evaluating the financial performance of pension funds around the world.

The project aims to examine how to measure financial performance of pension funds taking into account the link between participants’ benefits to the performance of financial markets.

OECD/IOPS Global Forum on Private Pensions in Latin America

from 14-Oct-2009 to 15-Oct-2009

The Global Forum examined reform progress and recent pension fund industry developments in Brazil and the Latin American region, focusing on the main challenges facing defined contribution, privately-managed individual pension schemes.

The Financial Crisis: Reform and Exit Strategies

17-Sep-2009

The financial crisis required governments to make massive interventions in their financial systems. This book sets out priorities for reforming incentives in financial markets as well as for phasing out these emergency measures.

Financing retirement and healthcare in a rapidly ageing world

02-Sep-2009

Demographic trends challenge the financial sustainability of pay-as-you-go pension and healthcare systems, as well as capital-funded systems and risk undermining access and quality. Published by the World Economic Forum, with the support of the OECD and Mercer, this report highlights options to better cater for changing retirement and healthcare expectations.

OECD calls for strengthening pension fund governance in its revised regulatory principles

07-Jul-2009

The OECD has issued guidance for private pension systems that calls for stronger regulation and better governance. The OECD Core Principles of Occupational Pension Regulation lay out a blueprint for policymakers to improve the regulation and supervision of private pension systems, covering the various aspects of the operation of these syetems, such as licensing, governance, funding, investment and the rights of pension plan members.

Financial Market Trends No.96

10-Jul-2009

This edition focuses on issues related to the financial and economic crisis, including articles on corporate governance lessons, government guarantees for financial institutions, private pensions, sovereign borrowing, government debt issuance, and the role of stock exchanges in corporate governance.

Private Pensions and Policy Responses to the Crisis

23-Jun-2009

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 public pension promises and in turn to increase the importance of private pension savings for retirement.

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OECD expert, Fiona Stewart, talks about the impact of the crisis on private pensions

Private pensions and the crisis

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Covering 58 countries worldwide

Complementary and Private Pensions throughout the World 2008

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Improving Financial Education and Awareness on Insurance and Private Pensions