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The Application of Behavioural Insights to Financial Literacy and Investor Education Programmes and Initiatives | IOSCO & OECD
5.5 MB | 06-06-2018
This publication reports the results of complementary surveys of members of both the International Organization of Securities Commissions (IOSCO) and the Organisation for Economic Co-operation and Development International Network on Financial Education (OECD/INFE). These surveys explored the extent to which behavioural insights are used to guide fi nancial literacy and investor education policies and practice.
A behavioural approach to managing money: Ideas an results from the Financial Capability Lab | The Money Advice Service, The Behavioural Insights Team & Ipsos MORI
11.2 MB | 01-05-2018
Making the most of our money helps us to achieve our goals and build for the future. This is why, the Money Advice Service launched the Financial Capability Strategy for the UK designed to improve the ability of millions of people to make the most of their money. The strategy is highly ambitious, with a focus on stimulating fresh thinking and new ideas that can help organisations, and particularly those in the financial services sector, to transform the way they serve and support UK citizens.
Good practices on information provision for DC schemes
2.1 MB | 24-01-2013
With this report, as EIOPA, we wish to support European and national policymakers
when they draft information requirements for occupational Defined Contribution (DC)
schemes where members bear the investment risk and in particular the format of
annual statements and pre-enrolment information. It enables policymakers to take
into account established and recent insights about the way people process
information and make financial decisions.
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