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The Core Principles ( issued in 2004; updated June 2009) 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.

Assessment Methodology

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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.It was issued by Organisation for Economic Co-operation and Development (OECD) on 1 January 2010.