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Best Practices / Guidelines


  • 8-November-2023

    English

    OECD Recommendation on Building Financial Resilience to Disaster Risks

    Adopted by the OECD Council on 23 February 2017, this Recommendation provides high-level policy guidance for designing a strategy for addressing the financial impacts of disasters on individuals, businesses and sub-national levels of governments, as well as the implication for public finances.

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  • 2-November-2020

    English

    Strategic Policies for Sustainable Infrastructure

    The Sustainable Infrastructure Policy Initiative pilots the development of instruments, analysis and data related to sustainable infrastructure using expertise from 17 directorates and agencies across the organisation.

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  • 23-November-2017

    English

    OECD Guidelines on Insurer Governance

    The OECD Guidelines on Insurer Governance provide guidance and serve as a reference point for insurers, governmental authorities, and other relevant stakeholders in OECD and non-OECD countries.

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  • 25-October-2017

    English, PDF, 898kb

    OECD/INFE Policy Framework for Investor Education

    This paper suggests a policy framework for investor education, focusing on investor education as a component of increasing awareness of financial institutions and markets, encouraging participation and fruitful investment strategies, and ensuring financial well-being for individuals and their families.

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  • 1-October-2016

    English

    Measuring financial literacy among adults

    Assessing the levels of financial literacy in the population is a key component of a successful national strategy for financial literacy, enabling policy makers to identify gaps and design appropriate responses.

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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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  • 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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  • 27-mars-2012

    Français, PDF, 649kb

    Guide détaillé pour l’évaluation des programmes en matière d’éducation financière

    Guide détaillé pour l’évaluation des programmes en matière d’éducation financière

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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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  • 15-October-2011

    English, , 815kb

    OECD INFE Measuring Financial Literacy: Questionnaire and Guidance Notes for Conducting an Internationally Comparable Survey of Financial Literacy

    This new document, developed by the OECD International Network on Financial Education (INFE), provides national authorities and other interested bodies with a core questionnaire that can be used to survey levels of financial literacy and detailed guidance on how to implement such a survey.

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