OECD Working Papers on Finance, Insurance and Private Pensions

2079-7117 (en ligne)
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Selected studies on finance, insurance and private pensions policy prepared for dissemination in order to stimulate wider discussion and further analysis and obtain feedback from interested audiences. The studies provide timely analysis and background on industry developments, structural issues, and public policy in the financial sector. Topics include risk management, governance, investments, benefit protection, and financial education. Previous papers addressing these policy issues are available via http://dx.doi.org/10.1787/19936397.

Annual DC Pension Statements and the Communications Challenge You or your institution have access to this content

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Pablo Antolín1, Debbie Harrison2
Author Affiliations
  • 1: OECD, France

  • 2: Pensions Institute, Cass Business School, United Kingdom

11 juin 2012
Bibliographic information
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This paper examines and evaluates the content and design of the annual pension statement sent to members of funded defined contribution (DC) pension schemes in a selection of OECD and non-OECD countries. The aims of the research are to identify the potential shortcomings in statement planning and design processes, to consider potential barriers in communications to members, and to highlight trends and models of good practice in these critical areas. The overarching objective is to develop recommended guidelines for organisers, so that the statement can be developed as an effective (impact) and efficient (cost-benefit analysis, value for money) medium to deliver essential member information and to encourage appropriate member actions.
communication, defined contribution, Pension statement, financial literacy, financial education
Classification JEL:
  • D14: Microeconomics / Household Behavior and Family Economics / Household Saving; Personal Finance
  • D18: Microeconomics / Household Behavior and Family Economics / Consumer Protection
  • G23: Financial Economics / Financial Institutions and Services / Non-bank Financial Institutions ; Financial Instruments ; Institutional Investors
  • G28: Financial Economics / Financial Institutions and Services / Government Policy and Regulation
  • I28: Health, Education, and Welfare / Education and Research Institutions / Government Policy
  • J26: Labor and Demographic Economics / Demand and Supply of Labor / Retirement ; Retirement Policies
  • O16: Economic Development, Innovation, Technological Change, and Growth / Economic Development / Financial Markets ; Saving and Capital Investment ; Corporate Finance and Governance
  • O19: Economic Development, Innovation, Technological Change, and Growth / Economic Development / International Linkages to Development ; Role of International Organizations
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