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Best Practices / Guidelines


  • 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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  • 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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  • 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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  • 11-January-2011

    English, , 243kb

    OECD/IOPS Good Practices for Pension Funds’ Risk Management Systems

    The OECD/IOPS Good Practices for Pension Funds’ Risk Management Systems aim to outline the main features of risk management systems which pension funds employ. They cover the role of management in the risk management process, look in more detail at investment risk, funding risk and operational risk (including outsourcing) control, and the risk management mechanisms which might be in place (including monitoring and reporting). The

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  • 17-December-2010

    English

    IOPS Toolkit for Risk-based Pensions Supervision

    This Toolkit assists pension supervisors to identify potential risks faced by pension plans or funds and assess the financial and operational factors in place to minimise and mitigate those risks.

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  • 28-janvier-2010

    Français, , 178kb

    Principes directeurs pour la protection des droits des membres et beneficiaires des plans de pension professionnels

    Les principes directeurs sont destinés à guider les autorités de réglementation, de contrôle et autres autorités impliquées dans la conception, l'administration et la gestion de plans de pension.

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  • 28-janvier-2010

    Français, , 189kb

    Principes de l’OICP relatifs au contrôle des pensions privées

    Les Principes de l’OICP relatifs au contrôle des pensions privées entendent couvrir les plans de retraite individuels et professionnels, ainsi que les fonds de pension.

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    Also AvailableEgalement disponible(s)
  • 7-juillet-2009

    Français, , 177kb

    Lignes directrices de l'OCDE sur la gouvernance des fonds de pension

    Ces lignes directrices visent à mettre en place des normes internationales pour la gouvernance des fonds de pension privés, afin de préserver les retraites des conséquences d'une mauvaise gestion et d'actes frauduleux.

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    Also AvailableEgalement disponible(s)
  • 7-juillet-2009

    Français, , 315kb

    Recommandation de l'OCDE sur les principes fondamentaux de réglementation des pensions professionelles

    Une réglementation et une gestion plus efficientes des régimes de pension des sociétés sont essentielles pour que les salariés d'aujourd'hui puissent profiter demain de pensions de retraite adéquates. Cette Recommandation de l'OCDE invite les pays à encourager la mise en oeuvre des Principes fondamentaux de réglementation des pensions professionnelles qui devraient aider à la réalisation de ces objectifs.

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