06/11/2020 - Retirement savings in pension funds, pension insurance contracts and in other vehicles exceeded the USD 50 trillion mark worldwide for the first time at the end of 2019, with USD 49.2 trillion in the OECD area and USD 1.7 trillion in other reporting jurisdictionsRead more
07/12/2020 - Prepared against the backdrop of the COVID-19 pandemic, the 2020 edition discusses policy guidelines to help governments strengthen the resilience of their retirement savings and old-age pension systems.Read more
17 and 20 May 2021 - This workshop brought together a panel of speakers and commentators from various international standard-setting organisations and from the pension community to take stock on sustainability disclosure developments. Findings from this meeting informed the discussion on how to implement the IOPS Supervisory Guidelines on the Integration of ESG Factors in the Investment and Risk Management of Pension Funds.Read more
We review funded and private pension systems across the world, analyse policy and technical issues, formulate policy recommendations and promote international policy dialogue.
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.
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.
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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.
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.
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.
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.
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.
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.
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This publication presents the full text of the Code of Liberalisation of Current Invisible Operations under which adhering countries have accepted legally binding obligations.