Resources
The IOPS is an independent, standard-setting body whose mission is to promote good practices in pension supervision and to serve as a world-wide forum for policy dialogue and the exchange of information.
The key resource of the IOPS is its very active membership. Research projects are proposed and developed by country members and project teams – ensuring the great involvement, relevance and commitment to all projects undertaken.
IOPS Principles of Private Pension Supervision
The IOPS Principles of Private Pension Supervision (pdf) provide a set of principles to cover the necessary requirements for an efficient and effective pension supervisory regime.
Widely adopted and used by supervisory authorities from around the world, they outline 10 main areas for effective pension supervision. [more]
Methodology
The Methodology for Review of Supervisory Systems using IOPS Principles (pdf) provides a structured framework to pension supervisory authorities for a self-assessment vs. the Principles or an assessment by 3rd parties. [version française disponible ici]
Guidelines and Good Practices on Pension Supervision
These guidelines and good practices aim to help pension supervisory authorities to identify the areas of weakness to bring the regulation and supervisory regimes and techniques in line with international standards. Although they are not legally binding instruments, the Members are encouraged to observe and adopt them and identify the areas of weakness to bring the regulation and supervisory regimes and techniques in line with international standards.
View the Guidelines
IOPS Toolkit for Risk-based Supervision
The IOPS Toolkit for Risk-based Supervision (RBS) provides a 5-module framework for pensions supervisors looking to apply a system of risk-based supervision.
Annual Reports
IOPS Annual Report 2018: Activities from 1 January - 31 December 2018 and 2017 Financial Statements
IOPS Annual Report 2017: Activities from 1 January - 31 December 2017 and 2016 Financial Statements
IOPS Annual Report 2016: Activities from 1 January - 31 December 2016 and 2015 Financial Statements
Useful links
OECD Global Pension Statistics Project (GPS)
This project provides a valuable means for measuring and monitoring the pension industry. It allows inter-country comparisons of current statistics and indicators on key aspects of retirement systems across OECD and non-OECD countries.
This annual report, which now covers 87 countries, gives an overview of private pension systems worldwide and outlines latest developments.
Database of complementary and private pensions
The ISSA/OECD/IOPS Complementary and Private Pensions Database provides a comprehensive data source on the regulation of private pension systems worldwide. It is publicly available on website of The International Social Security Association (ISSA):
Articles and Documentation of Interest
Cambridge Journal of Pension Economics and Finance
Since its founding in 2001, the Journal of Pension Economics and Finance has served as the only peer-reviewed journal focusing on pension economics and finance issues.
Through its association with the OECD and the International Organisation of Pension Supervisors (IOPS), this journal has become an influential outlet for research on pension issues and is widely circulated to the top academic departments as well as leading regulators, policymakers and international organisations.
Members can access JPEF issues online through this link.
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