Annual survey of investment regulation of pension funds and other pension providers 2020
By The OECD
This report describes the main quantitative investment regulations that pension funds are subject to in OECD and a selection of non-OECD countries (most of which are IOPS Member countries).
This report also covers the investment rules for other pension providers (such as life insurance companies) for some countries, such as Denmark, France, Ireland, Korea, Latvia and Sweden among OECD countries and Jordan among non-OECD jurisdictions.
The information reflects the rules in force at the end of 2019 (or the latest year available).
2. The survey covers all types of pension plans. Regulations may vary by types of plans (occupational/ personal, mandatory/voluntary, defined benefit (DB)/defined contribution (DC), etc.).
In this respect, the tables list the types of plans or funds that the investment regulations apply to. 3. The information collected concerns all forms of quantitative portfolio restrictions (minima and maxima) imposed on pension funds and other pension providers by different levels of binding rules (law, regulation, guidelines, etc.).
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