Funded and private pensions


  • 29-April-2008

    English, , 172kb

    OECD Recommendation on good practices for financial education relating to private pensions

    Many people have a poor understanding of the financial issues that affect their lives, according to OECD analysis. To help them, OECD countries have agreed new good practices on financial education relating to private pensions and insurance.

  • 28-March-2008

    English, , 172kb

    OECD Good Practices for Financial Education Relating to Private Pensions

    OECD Good Practices for Financial Education Relating to Private Pensions, 2008

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  • 29-February-2008

    English, , 346kb

    Sovereign wealth and pension fund issues

    Sovereign Wealth Funds (SWFs) are pools of assets owned and managed directly or indirectly by governments to achieve national objectives. These funds have raised concerns about financial stability, corporate governance and political interference and protectionism.This presentation by Adrian Blundell-Wignall, Yu-Wei Hu, and Juan Yermo was prepared for the Global Pension Summit which took place on 28-29 February 2008 at the Suzou Garden

  • 19-February-2008

    English, , 602kb

    Seventh Examination of Members’ Reservations to the Insurance and Private Pensions Provisions of the Code of Liberalisation of Current Invisible Operations

    This report on the Seventh Examination of Members’ Reservations to the Insurance and Private Pensions Provisions of the Code of Liberalisation of Current Invisible Operations was approved by the OECD Council on 19 February 2008. The main results and conclusions relating to the seventh examination process are given in a Note by the Secretary-General. The full set of findings is presented in the accompanying report.

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  • 19-February-2008

    English

    OECD countries agree on further liberalisation commitments in insurance and private pensions

    OECD countries have agreed on further liberalisation commitments in the areas of insurance and private pensions. The OECD Code of Liberalisation of Current Invisible Operations has been amended to broaden the insurance obligations of the Code and introduce new obligations on private pensions, thereby establishing a new, high standard for cross-border trade in insurance and private pensions services.

  • 10-May-2007

    English, , 167kb

    OECD Guidelines on Funding and Benefit Security in Occupational Pension Plans

    These guidelines, approved as an OECD Recommendation by the Council, set out good practices in the area of pension funding and benefit security. They cover regulatory issues such as the valuation of pension liabilities, funding rules, the role of insolvency guarantee arrangements and creditor rights of pension plan beneficiaries in case of insolvency of the company that sponsors the pension plan.

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  • 23-January-2007

    English, , 290kb

    Working Paper 7: Survey of Investment Choice by Pension Fund Members

    This document focuses on some key analytical and policy issues regarding investment choice by pension plan/fund members in occupational defined contribution and personal pension arrangements during the accumulation stage.

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  • 29-November-2006

    English

    G8 International Conference on Improving Financial Literacy

    This Conference, convened under the auspices of Russia' G8 Presidency, was held in Moscow on 29-30 November 2006. The aim of the conference was to recognise the increased need for financial education in both developed and developing countries.

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  • 9-November-2006

    English

    OECD Seminar on "Pension Fund Regulation and Risk Management", Istanbul, 9 November 2006

    The OECD international seminar on "Pension Fund Regulation and Risk Management", sponsored by Risklab and Allianz Global Investors (AGI), was held back to back with the OECD Global Forum on Private Pensions in Istanbul, Turkey on 9 November 2006.

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  • 29-March-2006

    English

    OECD/IOPS Conference on Private Pensions in Latin America: 29-30 March 2006

    This conference, which took place in Santiago, Chile, on 29-30 March 2006 focused on an evaluation of the private pension system in Chile and the lessons that can be drawn from Chile’s experience for other countries.

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