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Funded and private pensions

In focus

  • 2019 OECD/IOPS Global Forum on Private Pensions

    7-8 November 2019, Tirana, Albania - The 2019 Global Forum on Private Pensions will be jointly organised by the OECD, the International Organisation of Pension Supervisors (IOPS) and the Albanian Financial Supervisory Authority (AFSA). It will discuss how to develop and supervise occupational pension arrangements with a particular focus on Central, Eastern and South-Eastern Europe.

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  • Launch of the OECD Pensions Outlook

    03/12/2018 - The 2018 edition of the OECD Pensions Outlook discusses policy options to help governments ensure that people will get the most out of the pension system.

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  • Pension Markets in Focus

    30/10/2019 - Pension assets have been growing over the last decade, reaching USD 44.1 trillion worldwide at the end of 2018, despite a decline relative to end-2017.

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We review funded and private pension systems across the world, analyse policy and technical issues, formulate policy recommendations and promote international policy dialogue.


The OECD Long-term Investment Project


Improving the design of retirement saving pension plans


Mortality and life expectancy - longevity risk

 

Retirement savings adequacy


Global pension statistics


 Annuity products


Financial incentives and retirement savings

 

ISSA/OECD/IOPS Private Pensions Database

350

 

 


  • 3-December-2019

    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-November-2019

    English

    Financial incentives and retirement savings

    Launched in 2014, this project is reviewing the cost effectiveness of tax and other financial incentives. It is assessing more efficient ways of using public money to increase savings for retirement, retirement income and replacement rates.

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  • 29-November-2019

    English, PDF, 3,010kb

    Financial incentives for funded private pension plans: OECD country profiles, 2019

    29/11/2019 - This report describes the tax treatment of retirement savings in OECD countries. It also covers non-tax financial incentives provided to encourage individuals to save for retirement in funded private pension plans.

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  • 3-November-2019

    English, PDF, 7,477kb

    Financing Infrastructure in APEC Economies: APEC/OECD Report on Selected Effective Approaches

    As APEC economies adopt measures to accelerate infrastructure development and financing, this report provides them with a selected set of effective approaches to financing infrastructure, including blended finance.

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  • 30-October-2019

    English

    Pension Markets in Focus

    Pension assets have been growing over the last decade, reaching USD 44.1 trillion worldwide at the end of 2018, despite a decline relative to end-2017. This trend is attributable to positive real net returns over the long term, and to increased contributions paid as more people are being covered by a pension plan in a number of countries, especially in those with recent mandatory or auto-enrolment programmes.

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  • 30-October-2019

    English, PDF, 3,637kb

    Pension Markets in Focus 2019

    29 October 2019 - Pension assets have been growing over the last decade, reaching USD 44.1 trillion worldwide at the end of 2018, despite a decline relative to end-2017. This trend is attributable to positive real net returns over the long term, and to increased contributions paid as more people are being covered by a pension plan in a number of countries, especially in those with recent mandatory or auto-enrolment programmes

    Related Documents
  • 9-September-2019

    English

    OECD review of pension systems in Peru

    This review assesses Peru’s pension system in its entirety, looking at both public and private, pay-as-you-go (PAYG) financed and funded pension provisions. The review then provides policy options to help tackle old-age poverty; establish a solid framework for the contributory pension system to meet its objectives.

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  • 9-September-2019

    English

    OECD Reviews of Pension Systems: Peru

    This review assesses Peru’s pension system in its entirety, looking at both public and private, pay-as-you-go (PAYG) financed and funded pension provisions. The review then provides policy options to help tackle old-age poverty; establish a solid framework for the contributory pension system to meet its objectives; improve the coverage and level of pensions; and optimise the design and improve the regulation of the funded private pension component. A further goal of these proposals is to improve the Peruvian population’s trust that the country’s pension system will be able to deliver secure retirement income in old age. The review is the fifth in a series of country reviews of pension systems [Ireland (2014), Mexico (2016), Latvia (2018), and Portugal (2019)]. These reviews provide countries with policy options that will help them improve the functioning of their overall pension system. Tailored policy options are proposed based on the specificities of the national pension system, and on international best practices regarding reforms, design and regulation of pension systems.
  • 18-July-2019

    English

    Annual Survey of Investment Regulation of Pension Funds

    Each year, the OECD publishes a survey of the investment regulation of pension funds which describes the main quantitative investment regulations applied to pension funds in 77 economies. The survey questionnaire covers all types of pension plans financed via pension funds.

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  • 27-June-2019

    English

    Global insurance market trends

    This 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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