Funded Pension Statistics
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This dataset comprises statistics pertaining to pensions indicators.It includes indicators such as occupational pension funds' asset as a % of GDP, personal pension funds' asset as a % of GDP, DC pension plans' assets as a % of total assets. Pension fund and plan types are classified according to the OECD classification. Three dimensions cover this classification: pension plan type, definition type and contract type.

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Bibliographic citation:
Organisation for Economic Co-operation and Development: OECD Pension Statistics. UK Data Service. http://dx.doi.org/10.5257/oecd/pen/2018-10

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Yearly

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The Global Pension Statistics' project is compiled on the basis of various national administrative sources (e.g. data are reported by pension supervisory authorities, financial market authorities, ministries of finance, or national statistical offices).

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Click to expand Date last updated
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26th October 2018

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Annual

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Start: 1980
End: 2017

Data for all countries refer to the calendar year running from 1st of January to 31st of December, with some exceptions for Australia and Egypt (up to 2016 included) where data refer to the financial year (ending in June), and New Zealand (until 2014).
Data for New Zealand up to 2014 are based on a 31 March balance date for most of the schemes.

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Depending on the variable:
- Millions of national currency or millions of USD for financial variables;
- Thousands for membership variables;
- Units for the number of funding entities and pension plans

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Data collected within the framework of this project pertains to assets, asset allocation, liabilities, income, expenditure, membership and number of funds.

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Personal Pension Plan: Access to such plans is linked to an employment or professional relationship between the plan member and the entity that establishes the plan (the plan sponsor). Occupational plans may be established by employers or groups thereof (e.g. industry associations) and labour or professional associations, jointly or separately. The plan may be administered directly by the plan sponsor or by an independent entity (a pension fund or a financial institution acting as pension provider). In the latter case, the plan sponsor may still have oversight responsibilities over the operation of the plan.

Occupational Pension Plan: Access to these plans does not have to be linked to an employment relationship. The plans are established and administered directly by a pension fund or a financial institution acting as pension provider without any intervention of employers. Individuals independently purchase and select material aspects of the arrangements. The employer may nonetheless make contributions to personal pension plans. Some personal plans may have restricted membership.

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Pension fund and plan types are classified according to the OECD classification. Three dimensions cover this classification: pension plan type, definition type and contract type. Not all combinations of those dimensions produce a result. The following lines present the combinations that can be set by users.

- Occupational pension plans/Defined benefit/Pension funds - Occupational pension plans/Defined benefit/Book reserve - Occupational pension plans/Defined benefit/Pension insurance contracts - Occupational pension plans/Defined benefit/Total all funds - Occupational pension plans/Defined contribution/Pension funds - Occupational pension plans/Defined contribution/Pension insurance contracts - Occupational pension plans/Defined contribution/Investment companies managed funds - Occupational pension plans/Defined contribution/Banks managed funds - Occupational pension plans/Defined contribution/Total all funds - Occupational pension plans/Total, by definition type/Pension funds - Occupational pension plans/Total, by definition type/Book reserve - Occupational pension plans/Total, by definition type/Pension insurance contracts - Occupational pension plans/Total, by definition type/Investment companies managed funds - Occupational pension plans/Total, by definition type/Banks managed funds - Occupational pension plans/Total, by definition type/Total all funds

- Personal pension plans/Defined contribution/Pension funds - Personal pension plans/Defined contribution/Pension insurance contracts - Personal pension plans/Defined contribution/Investment companies managed funds - Personal pension plans/Defined contribution/Banks managed funds - Personal pension plans/Defined contribution/Total all funds - Personal pension plans/Total, by definition type/Pension funds - Personal pension plans/Total, by definition type/Pension insurance contracts - Personal pension plans/Total, by definition type/Investment companies managed funds - Personal pension plans/Total, by definition type/Banks managed funds - Personal pension plans/Total, by definition type/Total all funds

- Total, by pension plan type/Defined benefit/Pension funds - Total, by pension plan type/Defined benefit/Book reserve - Total, by pension plan type/Defined benefit/Pension insurance contracts - Total, by pension plan type/Defined benefit/Total all funds - Total, by pension plan type/Defined contribution/Pension funds - Total, by pension plan type/Defined contribution/Pension insurance contracts - Total, by pension plan type/Defined contribution/Investment companies managed funds - Total, by pension plan type/Defined contribution/Banks managed funds - Total, by pension plan type/Defined contribution/Total all funds - Total, by pension plan type/Total, by definition type/Pension funds - Total, by pension plan type/Total, by definition type/Book reserve - Total, by pension plan type/Total, by definition type/Pension insurance contracts - Total, by pension plan type/Total, by definition type/Investment companies managed funds - Total, by pension plan type/Total, by definition type/Banks managed funds - Total, by pension plan type/Total, by definition type/Other - Total, by pension plan type/Total, by definition type/Total all funds

Funded Pension StatisticsAbstract

This dataset comprises statistics pertaining to pensions indicators.It includes indicators such as occupational pension funds' asset as a % of GDP, personal pension funds' asset as a % of GDP, DC pension plans' assets as a % of total assets. Pension fund and plan types are classified according to the OECD classification. Three dimensions cover this classification: pension plan type, definition type and contract type.

Contact person/organisation

Get in touchhttp://ukdataservice.ac.uk/help/get-in-touch.aspxData source(s) used

The Global Pension Statistics' project is compiled on the basis of various national administrative sources (e.g. data are reported by pension supervisory authorities, financial market authorities, ministries of finance, or national statistical offices).

Direct source

Bibliographic citation:
Organisation for Economic Co-operation and Development: OECD Pension Statistics. UK Data Service. http://dx.doi.org/10.5257/oecd/pen/2018-10

Source Periodicity

Yearly

Unit of measure used

Depending on the variable:
- Millions of national currency or millions of USD for financial variables;
- Thousands for membership variables;
- Units for the number of funding entities and pension plans

Variables collected

Data collected within the framework of this project pertains to assets, asset allocation, liabilities, income, expenditure, membership and number of funds.

Periodicity

Annual

Reference period

Start: 1980
End: 2017

Data for all countries refer to the calendar year running from 1st of January to 31st of December, with some exceptions for Australia and Egypt (up to 2016 included) where data refer to the financial year (ending in June), and New Zealand (until 2014).
Data for New Zealand up to 2014 are based on a 31 March balance date for most of the schemes.

Date last updated

26th October 2018

Other data characteristics

Data shown in the newsletter "Pension Markets in Focus" draws mainly on data collected within the framework of this project.

Pension Markets in Focushttp://www.oecd.org/pensions/private-pensions/pensionmarketsinfocus.htm
Geographic coverage

List of OECD Member Countrieshttp://www.oecd.org/about/membersandpartners/list-oecd-member-countries.htmKey statistical concept

Data include pension funds per the OECD classification by type of pension plans and by type of pension funds. All types of plans are included (occupational and personal, mandatory and voluntary). The OECD classification considers both funded and book reserved pension plans that are workplace-based (occupational pension plans) or accessed directly in retail markets (personal pension plans). Both mandatory and voluntary arrangements are included. The data include plans where benefits are paid by a private sector entity (classified as private pension plans by the OECD) as well as those paid by a funded public sector entity.

Pension funds include also some personal pension arrangements like the Individual Retirement Accounts (IRAs) in the United States as well as funds for government workers. The coverage of the statistics follows the regulatory and supervisory framework. All authorised pension funds are therefore normally covered by the Global Pension Statistics exercise. Assets pertaining to reserve funds in social security systems are excluded.

OECD Classificationhttp://www.oecd.org/dataoecd/0/49/38356329.pdfClassification(s) used

Personal Pension Plan: Access to such plans is linked to an employment or professional relationship between the plan member and the entity that establishes the plan (the plan sponsor). Occupational plans may be established by employers or groups thereof (e.g. industry associations) and labour or professional associations, jointly or separately. The plan may be administered directly by the plan sponsor or by an independent entity (a pension fund or a financial institution acting as pension provider). In the latter case, the plan sponsor may still have oversight responsibilities over the operation of the plan.

Occupational Pension Plan: Access to these plans does not have to be linked to an employment relationship. The plans are established and administered directly by a pension fund or a financial institution acting as pension provider without any intervention of employers. Individuals independently purchase and select material aspects of the arrangements. The employer may nonetheless make contributions to personal pension plans. Some personal plans may have restricted membership.

Recommended uses and limitations

Pension fund and plan types are classified according to the OECD classification. Three dimensions cover this classification: pension plan type, definition type and contract type. Not all combinations of those dimensions produce a result. The following lines present the combinations that can be set by users.

- Occupational pension plans/Defined benefit/Pension funds - Occupational pension plans/Defined benefit/Book reserve - Occupational pension plans/Defined benefit/Pension insurance contracts - Occupational pension plans/Defined benefit/Total all funds - Occupational pension plans/Defined contribution/Pension funds - Occupational pension plans/Defined contribution/Pension insurance contracts - Occupational pension plans/Defined contribution/Investment companies managed funds - Occupational pension plans/Defined contribution/Banks managed funds - Occupational pension plans/Defined contribution/Total all funds - Occupational pension plans/Total, by definition type/Pension funds - Occupational pension plans/Total, by definition type/Book reserve - Occupational pension plans/Total, by definition type/Pension insurance contracts - Occupational pension plans/Total, by definition type/Investment companies managed funds - Occupational pension plans/Total, by definition type/Banks managed funds - Occupational pension plans/Total, by definition type/Total all funds

- Personal pension plans/Defined contribution/Pension funds - Personal pension plans/Defined contribution/Pension insurance contracts - Personal pension plans/Defined contribution/Investment companies managed funds - Personal pension plans/Defined contribution/Banks managed funds - Personal pension plans/Defined contribution/Total all funds - Personal pension plans/Total, by definition type/Pension funds - Personal pension plans/Total, by definition type/Pension insurance contracts - Personal pension plans/Total, by definition type/Investment companies managed funds - Personal pension plans/Total, by definition type/Banks managed funds - Personal pension plans/Total, by definition type/Total all funds

- Total, by pension plan type/Defined benefit/Pension funds - Total, by pension plan type/Defined benefit/Book reserve - Total, by pension plan type/Defined benefit/Pension insurance contracts - Total, by pension plan type/Defined benefit/Total all funds - Total, by pension plan type/Defined contribution/Pension funds - Total, by pension plan type/Defined contribution/Pension insurance contracts - Total, by pension plan type/Defined contribution/Investment companies managed funds - Total, by pension plan type/Defined contribution/Banks managed funds - Total, by pension plan type/Defined contribution/Total all funds - Total, by pension plan type/Total, by definition type/Pension funds - Total, by pension plan type/Total, by definition type/Book reserve - Total, by pension plan type/Total, by definition type/Pension insurance contracts - Total, by pension plan type/Total, by definition type/Investment companies managed funds - Total, by pension plan type/Total, by definition type/Banks managed funds - Total, by pension plan type/Total, by definition type/Other - Total, by pension plan type/Total, by definition type/Total all funds

Guide to OECD Pensions Statisticshttp://ukdataservice.ac.uk/use-data/guides/dataset/pensions.aspx
Other comments

Copyright:
Organisation for Economic Co-operation and Development

Terms andConditionshttp://ukdataservice.ac.uk/get-data/how-to-access/conditions.aspx