Latest Documents

Financial competence framework for adults in the European Union

This joint OECD/EU framework promotes a shared understanding of the financial competences adults need to make sound decisions on personal finance. The framework supports public policies, financial literacy programmes and educational materials to be developed by EU governments, educational institutions, industry and individuals. It also supports the exchange of good practices by policy makers and stakeholders.

Financial Literacy Levels in the Commonwealth of Independent States in 2021

This is the second wave of financial literacy surveys conducted by the OECD in the CIS countries - Armenia, Azerbaijan, Belarus, Kazakhstan, Kyrgyz Republic, Tajikistan, Uzbekistan and the Russian Federation. It contains a comprehensive section on financial resilience defined by four clusters of financial behaviours and attitudes.

Financial incentives for funded private pension plans: OECD country profiles, 2021

03/12/2021 - This report describes the tax treatment of retirement savings in OECD countries as of June 2021. It also covers non-tax financial incentives provided to encourage individuals to save for retirement in funded private pension plans.

Financial education in countries from the Constituency programme of the Netherlands Ministry of Finance

This project provides technical assistance to design and implement effective financial education initiatives that are adapted to the specific needs of participating countries in South East Europe.

Annual Survey of Large Pension Funds and Public Pension Reserve Funds

This annual survey monitors and compares the investment behaviour, asset levels, and performances of the largest institutional investors in each region or country covered and analyses in greater depth the general trends observed at a national level.

Understanding the tokenisation of assets in financial markets

G20/OECD-INFE Report on Navigating the Storm: MSMEs’ Financial and Digital Competencies in COVID-19 times

This report analyses the relationship between MSMEs’ financial literacy, digitalisation and impact of the COVID-19 crisis.

G20/OECD Report on Financial Consumer Protection and Financial Inclusion in the Context of COVID-19

This report provides a summary of the impact of the pandemic on financial consumers and financial inclusion, a global view of the measures implemented to support financial inclusion and protect financial consumers, and sets out the lessons learnt and effective approaches that can be drawn from the experience

G20/OECD-INFE Report on Supporting Financial Resilience and Transformation through Digital Financial Literacy

This report discusses the concept of financial resilience and its relationship with financial inclusion, financial literacy and financial well-being. It offers a wide range of case studies looking at the role of digital financial education initiatives addressing financial resilience and vulnerability.

ESG Investing and Climate Transition: Market Practices, Issues and Policy Considerations

Environmental, social and governance (ESG) investing is gaining traction as investors increasingly seek long term value and alignment with sustainability and climate-related objectives. This report highlights recent OECD research on ESG rating and investing and offers policy considerations to strengthen ESG practices.