Pensions

382 records

No records

Toolkit for Measuring Financial Literacy and Financial Inclusion

OECD/INFE 2015 toolkit to collect internationally comparable information

Organisation for Economic Co-operation and Development International Network on Financial Education financial literacy and financial inclusion measurement toolkit incorporates: i) methodological guidance; ii) questionnaire to capture information about financial behaviour, attitudes and knowledge to assess levels of financial literacy and financial inclusion; iii) optional questions; iv) detailed annexes, covering interview briefing and online surveys; and v) checklist for submitting data.

Publisher: International Organizations Release date: Mar 2015

Type: Consultative, discussion and issues paper

Topics: Consumer education and protection, Financial inclusion

Sectors: Pensions

2015-16 Report on Plans and Priorities

Statement of OSFI’s priorities for the 2015-2016 fiscal year

Office of the Superintendent of Financial Institutions of Canada annual report on plans and priorities. Key component of OSFI's public accountability framework. Includes organizational expenditure overview, analysis of programs by strategic outcome, and future-oriented statement of operations.

Publisher: National Regulators Release date: Feb 2015 Country: Canada

Type: Others

Topics: Transparency and disclosure, Supervisory framework

Sectors: Pensions

Guidelines on System of Governance

EIOPA guidelines on governance arrangements of regulated firms issued pursuant to the Solvency II capital regime

European Insurance and Occupational Pensions Authority guidelines set out requirements for governance arrangements to: i) ensure sound and prudent management of undertakings without unduly restricting them in choosing how to organize themselves; and ii) provide guidance on regular review of system of governance and proper documentation.

Publisher: Regional Standard-Setting Bodies Release date: Jan 2015

Type: Guideline

Topics: Corporate governance, Compliance function, Capital adequacy

Sectors: Pensions

Guidelines on Own Risk and Solvency Assessment

EIOPA guidelines under the Solvency II capital regime

European Insurance and Occupational Pensions Authority guidelines for supervisory authorities to: i) provide for sound and prudent risk management of undertakings through better understanding of undertaking’s overall solvency needs and capital allocation as well as interrelation between risk and capital management in a forward looking perspective; and ii) provide an additional perspective on solvency assessment by assessing undertaking’s risk profile against assumptions underlying calculation of its regulatory capital requirements with a view to checking whether risk profile is adequately covered by the Solvency II Capital Requirement.

Publisher: Regional Standard-Setting Bodies Release date: Jan 2015

Type: Guideline

Parent: Taking-up and Pursuit of the Business of Insurance and Reinsurance (Solvency II)

Topics: Capital adequacy, Risk management

Sectors: Pensions

SDG Industry Matrix for Financial Services

UN and KPMG report on opportunities for financial services industry to contribute to UN's sustainable development goals

United Nations Global Compact and KPMG report profiles opportunities, principles-based initiatives and collaborations for the financial services industry to create value for shareholders as well as for society by contributing to achievement of the UN's sustainable development goals.

Publisher: International Organizations Release date: Jan 2015

Type: Consultative, discussion and issues paper

Topics: Climate change , Gender equality, Financial inclusion

Sectors: Pensions

National Strategies for Financial Education

OECD/INFE policy handbook on national financial education strategies

Organisation for Economic Co-operation and Development International Network on Financial Education policy handbook highlights main trends in national strategies worldwide for financial education. Handbook supports government and public authorities in developed and emerging economies to address challenges in the implementation of national strategies. Analyzes relevant case studies, highlights effective practices and provides a checklist for action.

Release date: Jan 2015

Type: Consultative, discussion and issues paper

Peer: Principles and Good Practices for Financial Education and Awareness

Topics: Consumer education and protection, Financial inclusion

Sectors: Pensions

Supervising Distribution of Annuities and Other Forms of Pension Pay-out

Overview of main pension products, their distribution and their supervision in IOPS member jurisdictions

International Organization of Pension working paper reviews different types of pension products offered by different IOPS member jurisdictions and how they are distributed. Presents how IOPS members supervise entities providing and advising on these products. Identifies main challenges pension supervisors face with respect to supervising these products and proposes some possible responses to these challenges.

Publisher: Global Standard-Setting Bodies Release date: Dec 2014

Type: Consultative, discussion and issues paper

Topics: Consumer education and protection, Transparency and disclosure, Conduct

Sectors: Pensions

Progress Report on Transforming Shadow Banking into Resilient Market-Based Financing

Overview of the FSB's strategies to build more sustainable sources of financing

Overview of the Financial Stability Board’s two-pronged strategy to i) create a system-wide monitoring framework to track developments in the shadow banking system with a view to identifying the build-up of systemic risks and initiating corrective actions where necessary; and ii) developing policy measures in five areas where oversight and regulation needs to be strengthened to reduce excessive build-up of leverage, as well as maturity and liquidity mismatching in the system.

Publisher: Global Standard-Setting Bodies Release date: Nov 2014

Type: Implementation

Topics: Shadow banking, Corporate governance

Sectors: Pensions

Guidelines for Private and Not-for-Profit Stakeholders in Financial Education

OECD/INFE guidelines create a framework for national financial education strategies and programs and for the development of codes of conduct

Organisation for Economic Co-operation and Development International Network on Financial Education guidelines for public authorities to set a framework and define criteria for the involvement of private and not-for-profit stakeholders: i) national financial education strategies and programs; and ii) to develop their own codes of conduct and guide their initiatives. Guidelines address: i) scope, including a definition of the stakeholders addresses and modalities of their involvement; ii) guidelines that relevant private and not-for-profit stakeholders should be encouraged to follow when involved in financial education policies and initiatives; and iii) compliance issues.

Publisher: International Organizations Release date: Nov 2014

Type: Guideline

Peer: Principles and Good Practices for Financial Education and Awareness

Topics: Consumer education and protection, Financial inclusion, Compliance function

Sectors: Pensions

Effective Approaches to Support Implementation of G20/IOSCO Principles on Financial Education and Awareness

OECD guidance on implementing Principle 5

Organisation for Economic Co-operation and Development guidance addresses one of the 10 G20/OECD High-Level Principles on Financial Consumer Protection. Complements the effective approaches developed by the G20/OECD Task Force on Financial Consumer Protection on the other nine G20 High-Level Principles on Financial Consumer Protection, which were issued in two parts.

Publisher: International Organizations Release date: Sep 2014

Type: Guideline

Parent: G20 High-Level Principles on Financial Consumer Protection

Peer: G20 High-Level Principles on Financial Consumer Protection, Effective Approaches to Support Implementation of G20/OECD Principles on Financial Consumer Protection - Part 2, Good Practices on Consumer Protection Related to Private Pension Systems

Topics: Consumer education and protection, Corporate governance, Conduct

Sectors: Pensions

Display # Page 28 of 33 Total: 328

Start
Prev
23
24
25
26
27
28
29
30
31
32
Next
End

Resources

382 records

Toolkit for Measuring Financial Literacy and Financial Inclusion

2015-16 Report on Plans and Priorities

Guidelines on System of Governance

Guidelines on Own Risk and Solvency Assessment

SDG Industry Matrix for Financial Services

National Strategies for Financial Education

Supervising Distribution of Annuities and Other Forms of Pension Pay-out

Progress Report on Transforming Shadow Banking into Resilient Market-Based Financing

Guidelines for Private and Not-for-Profit Stakeholders in Financial Education

Effective Approaches to Support Implementation of G20/IOSCO Principles on Financial Education and Awareness

Browse by Category

TC Notes

Sector

Topic

Country

Resource Type

Year Released

Publisher Type