Mercer | Pension Risk Exchange – Longevity Swaps

Financial Intermediary Partnerships

Wealth and Investments

Introducing Longevity Swaps Capabilities on Mercer Pension Risk Exchange®

As well as bringing clarity to the UK pension buy-in and buyout market since 2015, Mercer Pension Risk Exchange now provides similar transparency and insight to the longevity swap market. The Exchange gathers the required information, and presents it in a coherent way online, instilling the confidence required for sponsoring employers and trustees to act decisively.

The Exchange helps sponsors and trustees of UK DB schemes act with confidence by sourcing pricing and terms directly from reinsurers, enabling thorough consideration of a potential longevity swap.

Key Benefits

  • Access the information you really need to set de-risking strategy for your UK defined benefit pension scheme.
  • Gather initial estimated longevity swap pricing, based on actual scheme profile and informed by reinsurers.
  • Receive scheme-specific pricing from reinsurers for a longevity swap transaction and observe how it develops over time.
  • Obtain a consolidated view of pricing that is produced for you directly by reinsurers, not estimated by your advisors, along with financial metrics to evaluate the options.
  • Place the scheme in the ‘shop window’ and be in a position to act fast to avoid missing opportunities (including potential bulk annuity deals, if relevant).

The Exchange Supports All Types of Longevity Swap

  • Deals of all sizes and all complexities.
  • "Streamlined" Longevity Hedging via SmartDB
  • "Pass-through" Longevity Swaps
  • Use of Captives

Awards and Accreditations

Lead Adviser on all major longevity transactions completed in 2016

Pensions Age Innovation Award 2016 for Mercer Pension Risk Exchange®

European Pensions Awards 2016 European Pensions Innovation Award

European Pensions Awards 2016 Risk Management Firm of the Year

UK Pensions Awards 2015 DB Investment Innovation of the Year for SmartDB®

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