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Annual DC Pension Statements and the Communications Challenge

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Author Info

  • Pablo Antolín
  • Debbie Harrison

Abstract

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. Relevés annuels de retraite des plans à cotisations définies et le défi Ce document examine et évalue le contenu et la forme du relevé annuel de retraite envoyé aux adhérents des plans de retraite par capitalisation à cotisations définies dans certains pays de l?OCDE et hors OCDE. Les objectifs de le recherche sont d?identifier les éventuels défauts dans les processus de planification et de conception du relevé, de considérer les barrières potentielles dans les communications aux adhérents et de souligner les tendances et modèles de bonnes pratiques dans ces domaines essentiels. L?objectif global est de développer des directives recommandées pour les organisateurs, de manière à ce que le relevé puisse être élaboré comme un moyen efficace (impact) et efficient (analyse de rentabilité, rapport qualité/prix) pour délivrer l?information essentielle aux adhérents et encourager des actions appropriées de leur part.

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File URL: http://dx.doi.org/10.1787/5k97gkd06kth-en
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Bibliographic Info

Paper provided by OECD Publishing in its series OECD Working Papers on Finance, Insurance and Private Pensions with number 19.

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Date of creation: 11 Jun 2012
Date of revision:
Handle: RePEc:oec:dafaad:19-en

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Keywords: financial literacy; defined contribution; Pension statement; financial education; communication;

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Cited by:
  1. Pablo Antolin & Olga Fuentes, 2012. "Communicating Pension Risk To Dc Plan Members: The Chilean Case Of A Pension Risk Simulator," Working Papers 55, Superintendencia de Pensiones, revised Nov 2012.

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