Mercer | Mercer Funded Status Monitor Pro (FSMPro)

Financial Intermediary Partnerships

Wealth and Investments

Mercer Funded Status Monitor Pro

Enabling Key Monitoring and Strategic Analysis when you need it

Pension schemes need simple access to reliable information. Mercer’s Funded Status Monitor Pro (Mercer FSMPro) has been at the forefront of providing access to this information since 2012 helping provide robust scheme monitoring across the globe.  In the UK alone, Mercer FSMPro is currently monitoring over 400 plans with combined assets of over £350 billion, representing a significant proportion of the UK DB market.


Benefits of FSMPro

With FSMPro, plan sponsors are up to date with key financial information and can take greater control of their plan’s future development through:

  • Understanding of Risk - Better understanding of the impact of market movements and changes to the key assumptions as well as the risks inherent within the pension plan.
  • Position monitoring - Easily view current, historic or future projected positions to help anticipate year end positions for accounting or annual funding updates.
  • Forecasting - Link directly to future forecasts for examining P&L and recovery plans, including future contribution strategies
  • What-If Analysis - Perform powerful what if analysis around financial and demographic assumptions
  • Risk Exposure - Explore easy to understand value at risk exposures
  • Advanced warning - Support your de-risking mechanism with email notifications as and when trigger metrics are hit
  • Buyout - Explore the powerful Buyout module showing the cost of winding up a plan based on actual monthly insurer transaction experience
  • Consistency – Ability for both plan sponsors and trustees to perform consistent analysis using a familiar platform
  • Aggregation – Can combine multiple plans to provide overall picture for multi-plan sponsors or trustees, including multiple geographies


FSM Screenshot 1 FSM Screenshot 2


Mercer Awards and Accreditations

The Institute and Faculty of Actuaries Quality Assurance Scheme (QAS) accreditation

European Pensions Awards 2016 Risk Management Firm of the Year

European Pensions Awards 2016 European Pensions Innovation Award

Financial News Investment Consultancy of the last 20 Years

Pensions Age Innovation Award 2016 for Mercer Pension Risk Exchange®

Portfolio Institutional #1 overall in 2016 Consultant Survey — for the 3rd year in a row

Chief Investment Officer 2016 Outsourced Survey #1 Provider

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