| Subject Area | Financial Regulation and Supervision |
| Issuing Body | Organisation for Economic Co-operation and Development (OECD) |
| Date of Issuance | 2004; updated June 2009 |
| Location | |
| Summary Description |
High-level principles for the regulation of occupational (and other private) pension systems, covering pension funds and other financing mechanisms for pension arrangements. |
| Detailed Description |
The Core Principles aim to achieve more efficient regulation and management of private pension plans, with a focus on company-based and occupational arrangements. The Core Principles, which are non-binding, cover seven key areas: conditions for effective regulation and supervision; the establishment of pension entities; their funding and asset management; the protection of member and beneficiaries' rights; and how funds should be governed and supervised. |
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Assessment Methodology
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| Description | The Methodology provides a structured approach for evaluating a jurisdiction's occupational pension regulatory system in relation to the Core Principles. The Methodology may also be used for evaluating personal pension plans that are secured via pension funds. |
| Issuing Body | Organisation for Economic Co-operation and Development (OECD) |
| Date of Issuance | 1 January 2010 |
| Location |