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Funded and private pensions

In focus

  • Pension Markets in Focus

    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 jurisdictions

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  • OECD Pensions Outlook

    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.

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  • Virtual workshop on the implementation of IOPS supervisory ESG guidelines and sustainability disclosure

    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.

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  • 24-February-2022

    English

    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.

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  • 23-February-2022

    English

    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.

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  • 27-January-2022

    English

    OECD Reviews of Pension Systems: Slovenia

    This review provides policy recommendations on how to improve the Slovenian pension system, building on the OECD’s best practices in pension design. It details the Slovenian pension system and identifies its strengths and weaknesses based on cross‑country comparisons. The Slovenian pension system consists of a mandatory defined benefit pay‑as‑you‑go public scheme and supplementary private schemes. The review also describes the first layer of old‑age social protection in Slovenia and discusses possible ways to improve communication about pensions. The OECD Reviews of Pension Systems: Slovenia is the seventh in the pension review series.
  • 3-December-2021

    English, PDF, 2,219kb

    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.

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  • 12-November-2021

    English

    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.

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  • 12-November-2021

    English

    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.

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  • 12-November-2021

    English

    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.

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  • 3-September-2021

    English

    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.

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  • 9-August-2021

    English

    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.

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  • 29-June-2021

    English, PDF, 3,329kb

    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.

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