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Best Practices / Guidelines


  • 23-March-2006

    English, , 62kb

    OECD Guidelines on Pension Fund Asset Management

    These guidelines, approved as an OECD Recommendation by the Council, set out good practices in the area of pension fund asset management. They cover regulatory issues such as the prudent person rule, the statement of investment policy, quantitative investment limits and valuation.

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  • 7-December-2004

    English, , 257kb

    OECD Guidelines for the Protection of Rights of Members and Beneficiaries in Occupational Pension Plans

    These guidelines, approved in September 2003 by the Working Party on Private Pensions, set forth core rights and protections for plan members and beneficiaries that are generally intended to be implemented and monitored by pension regulators and supervisors.

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  • 24-November-2004

    English, , 38kb

    Guidelines for Good Practice for Insurance Claim Management

    Developed by the OECD Insurance Committee, these guidelines for good practice address every step of the insurance claim management process, particularly: adequate information and assistance to the policyholder for claim reporting; efficient claim filing methods; operational fraud detection and prevention measures; adequate, fair and transparent claim assessment and processing; expeditious claim settlement; effective complaint and

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  • 6-January-2001

    English, , 35kb

    Fifteen Principles for the Regulation of Private Occupational Pension Schemes

    The International Network of Pensions Regulators and Supervisors, grouping 100 regulatory and supervisory institutions from more than 60 countries, has approved a set of principles for the regulation of private occupational pension plans designed...

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