OECD Working Papers on Finance, Insurance and Private Pensions

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.


Identification and Assessment of Publicly Available Data Sources to Calculate Indicators of Private Pensions

Considering the growing role of private and funded pension provision and the sensitivity of private pension provision to the economic climate, there is an increasing need of comparable and reliable information on private pension plans in order to better monitor retirement income adequacy and the role of private provision in retirement income. Key indicators of the extent to which private pension provision contributes to the adequacy of pensions are the level of coverage that private pensions have across countries‘ workforce, contributions made into pension funds and personal retirement accounts, and benefits paid to retirees. This paper provides the assessment of data sets available to estimate pension coverage, contributions and benefits in private pensions and discusses ways to use available data sets in order to better inform policy discussions on the role of private pensions on retirement benefit adequacy. It covers all EU-27 Member States and selected non-EU countries.


Keywords: contribution, funded pensions, benefits, coverage, private pensions
JEL: C81: Mathematical and Quantitative Methods / Data Collection and Data Estimation Methodology; Computer Programs / Methodology for Collecting, Estimating, and Organizing Microeconomic Data; Data Access; J26: Labor and Demographic Economics / Demand and Supply of Labor / Retirement; Retirement Policies; G23: Financial Economics / Financial Institutions and Services / Non-bank Financial Institutions; Financial Instruments; Institutional Investors; J32: Labor and Demographic Economics / Wages, Compensation, and Labor Costs / Nonwage Labor Costs and Benefits; Retirement Plans; Private Pensions
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