Funded and private pensions

Global insurance market trends

This annual report analyses insurance market statistics collected by the OECD to monitor the insurance industry’s overall performance and health. It covers all OECD countries plus selected Asian, African and Latin American countries.

Improving the design of retirement saving pension plans

The OECD Recommendation for the Good Design of Defined Contribution Pension Plans 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.

OECD Reviews of Pension Systems: Slovenia

Financial incentives for funded private pension plans: OECD country profiles, 2021

03/12/2021 - This report describes the tax treatment of retirement savings in OECD countries as of June 2021. It also covers non-tax financial incentives provided to encourage individuals to save for retirement in funded private pension plans.

Pension Markets in Focus

This report gives an overview of private pension systems worldwide and outlines latest developments. It assesses the amount of assets in funded and private pension plans, describes the way these assets are invested in financial markets, and looks at how investments have performed, both in the past year and over the past decade.

Global pension statistics

The Global Pension Statistics Project measures and monitors the pension industry, allowing inter-country comparisons of current statistics and indicators on key aspects of retirement systems.

Annual Survey of Large Pension Funds and Public Pension Reserve Funds

This annual survey monitors and compares the investment behaviour, asset levels, and performances of the largest institutional investors in each region or country covered and analyses in greater depth the general trends observed at a national level.

Annual Survey of Investment Regulation of Pension Funds and Other Pension Providers

Each year, the OECD publishes a survey of the investment regulation of pension funds and other pension providers which describes the main quantitative investment regulations applied to pension funds in 80 economies. The survey questionnaire covers all types of pension plans financed via pension funds.

OECD Codes of Liberalisation of Capital Movements and of Current Invisible Operations

The Codes of Liberalisation constitute legally binding rules, stipulating progressive, non-discriminatory liberalisation of capital movements, the right of establishment and current invisible transactions (mostly services). All non-conforming measures must be listed in country reservations against the Codes.

OECD Code of Liberalisation of Current Invisible Operations

This publication presents the full text of the Code of Liberalisation of Current Invisible Operations under which adhering countries have accepted legally binding obligations.