Pensions

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Pension Reforms – New Rules and Guidance for the Pension and Retirement Income Markets

FCA policy statement on new rules to address risks and challenges faced by consumers in the pension and retirement income markets

Financial Conduct Authority policy statement summarizes responses to its consultation paper and publishes final rules and guidance on areas where it proposed changes to the FCA Handbook. New rules and guidance are designed to: i) promote competition; ii) ensure the market works well; and iii) protect consumers.

Publisher: National Regulators Release date: Apr 2016 Country: United Kingdom

Type: Law, Regulation and Policy

Topics: Consumer education and protection, Transparency and disclosure

Sectors: Pensions

Climate Change and Financial Stability

TC executive panel session on risks and opportunities presented by climate change

Toronto Centre executive panel session at the IMF-World Bank Spring Meetings discusses how regulators, supervisors and governments can: i) increase awareness of the likely impacts of climate change on financial systems and financial stability; ii) respond to new and increased risks by adapting and enhancing existing regulation, supervision and disclosure requirements affecting intermediaries, market infrastructures and products; and iii) promote financial market and product innovations related to climate change, such as green bonds and market-based financing of green infrastructure initiatives.

Publisher: Toronto Centre Release date: Apr 2016

Type: TC Videos

Topics: Climate change

Sectors: Pensions

Common Framework for Risk Assessment and Transparency for IORPs

EIOPA recommendations to strengthen regulation of institutions for Occupational Retirement Provision (IORPs)

European Insurance and Occupational Pensions Authority recommendation for introducing a European framework for risk assessment and transparency for IORPs based on common valuation rules and a standardized risk assessment. Refrains from suggesting to harmonize capital or funding.

Publisher: Regional Standard-Setting Bodies Release date: Apr 2016

Type: Implementation

Topics: Supervisory framework, Transparency and disclosure

Sectors: Pensions

Key Information Documents (KIDs) for Packaged Retail and Insurance-based Investment Products (PRIIPs)

EBA, EIOPA, ESMA standard on information disclosure for Packaged Retail and Insurance-based Investment Products

European Banking Authority, European Insurance and Occupational Pensions Authority and the European Securities and Markets Authority standard on rules on content and presentation of Key Information Documents (KID) for PRIIPs, which generally are retail investment products that frequently are combined with insurance coverage or can be complex and difficult to understand. Provides EU retail investors with consumer-friendly information to enable them to understand and compare PRIIPs across EU.

Publisher: Regional Standard-Setting Bodies Release date: Apr 2016

Type: Standard

Topics: Consumer education and protection, Transparency and disclosure

Sectors: Pensions

Payment Aspects of Financial Inclusion

BIS and World Bank guiding principles to advance financial inclusion through payments systems

Bank for International Settlements and World Bank report analyzes payment aspects of financial inclusion. Premised on two main points: i) efficient, accessible and safe retail payment systems and services are critical for greater financial inclusion; and ii) a transaction account is an essential financial service and can also serve as a gateway to other financial services.

Publisher: International Organizations Release date: Apr 2016

Type: Consultative, discussion and issues paper

Topics: Financial inclusion

Sectors: Pensions

Risk Management Procedures for Non-Centrally Cleared OTC Derivatives

EBA, EIOPA and ESMA standard sets out framework of European Market Infrastructure Regulation

European Banking Authority, European Insurance and Occupational Pensions Authority, and European Securities and Markets Authority final draft Regulatory Technical Standards (RTS) aim to increase safety of OTC derivatives markets in EU. Standards cover risk mitigation techniques related to exchange of collateral to cover exposures arising from non-centrally cleared over-the-counter (OTC) derivatives. Specify criteria concerning intragroup exemptions and definitions of practical and legal impediments to prompt transfer of funds between counterparties.

Publisher: Regional Standard-Setting Bodies Release date: Mar 2016

Type: Standard

Topics: Systemic risk, Risk management

Sectors: Pensions

Financial Advice Market Review

FCA and HM Treasury report on improving customers’ access to financial advice

Financial Conduct Authority and HM Treasury report sets out series of measures to tackle barriers to consumers accessing advice and stimulate development of a market that provides affordable and accessible financial advice and guidance. Recommendations fall into three key areas: i) affordability; ii) accessibility; and iii) liabilities and consumer redress.

Publisher: National Regulators Release date: Mar 2016 Country: United Kingdom

Type: Consultative, discussion and issues paper

Topics: Consumer education and protection

Sectors: Pensions

Global Standard Setting Bodies and Financial Inclusion - The Evolving Landscape

2nd GPFI White Paper on international standard setting bodies and financial inclusion

Global Partnership for Financial Inclusion White Paper aims to raise awareness of the changing financial landscape, to inform ongoing work by the international standard setting bodies and other global bodies, and to promote the integration of financial inclusion objectives into internationally agreed standards and guidance that can be applied effectively at the country level. Discusses new challenges poses by digitization of financial services. Examines standards and guidance issued by organizations working with financial inclusion, specifically the Financial Stability Board, Basel Committee on Banking Supervision, Committee on Payments and Market Infrastructures, Financial Action Task Force, International Association of Deposit Insurers and the International Organization of Securities Commissions.

Publisher: International Organizations Release date: Mar 2016

Type: Consultative, discussion and issues paper

Topics: Financial inclusion, Consumer education and protection

Sectors: Pensions

Policy Frameworks to Support Women's Financial Inclusion

AFI and WWB report examines ways to close financial inclusion gender gap

Alliance for Financial Inclusion and Women's World Banking study examines efforts of policymakers and central bankers who are developing an enabling environment for financial inclusion of women. Seven policy measures could have a major impact on women's financial inclusion and accelerate progress of national strategies: i) greater focus on value proposition of women's financial inclusion; ii) gender-disaggregated data collection and research to provide a basis for fine-tuning policy; iii) reforms to legal and regulatory frameworks to create space for innovation that supports greater financial inclusion for women; iv) development of financial infrastructure to support implementation of sound policy; v) refined and strengthened financial consumer protection regulation that balance protection with expanded outreach; vi) financial education and financial literacy programs; and vii) legislation and regulations, addressing social norms that constrain women's financial inclusion.

Publisher: Others Release date: Mar 2016

Type: Consultative, discussion and issues paper

Topics: Gender equality, Financial inclusion

Sectors: Pensions

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Resources

382 records

Pension Reforms – New Rules and Guidance for the Pension and Retirement Income Markets

Climate Change and Financial Stability

Common Framework for Risk Assessment and Transparency for IORPs

Key Information Documents (KIDs) for Packaged Retail and Insurance-based Investment Products (PRIIPs)

Payment Aspects of Financial Inclusion

Risk Management Procedures for Non-Centrally Cleared OTC Derivatives

Financial Advice Market Review

Global Standard Setting Bodies and Financial Inclusion - The Evolving Landscape

Policy Frameworks to Support Women's Financial Inclusion

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