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Mercer Pension Risk Exchange®

What Is Mercer Pension Risk Exchange

Mercer Pension Risk Exchange is our unique and award-winning monitoring and pricing platform that brings together buyers and sellers of bulk annuities.

It is a sophisticated online marketplace which facilitates defined benefit pension buy-ins and buyouts and empowers all parties with the confidence to act decisively.

The Exchange provides you with timely and relevant management information, facilitates the discovery of pricing opportunities, and helps you transact much more efficiently than ever before.

Key Benefits
  • Obtain pricing that is produced for you directly by insurers, not estimated by your advisors.
  • Receive monthly scheme-specific pricing for a pension buy-in and/or buyout and monitor how it develops over time.
  • Access the information you really need to set strategy for your UK defined benefit pension scheme.
  • Be ready to act fast to avoid missing opportunities.
  • Place your scheme in a position to potentially receive special exclusive bids from insurers.

The Exchange supports all types of bulk annuity transactions

  • Deals of any size and complexity
  • Buy-ins
  • Buyouts and eventual wind-ups
  • Medically underwritten bulk annuities
Research With a Competitive Edge

Much of the research available to financial intermediaries has been commoditized and does little to distinguish one firm from another. Mercer, with more than 120 research professionals worldwide, provides qualitative insights along with quantitative analysis:

  • The Global Investment Manager Database (GIMD™) delivers in-depth information on more than 5,000 fund managers’ abilities to successfully generate investment ideas in the separately managed account space across all asset classes.
  • Dedicated boutiques provide thorough, forward-looking insights for alternatives, bonds, equities, and real estate.
  • Mercer Viewpoint™ provides high-level qualitative insights across thousands of funds.
  • Mercer Manager Analysis Portal™ (Mercer MAP®) provides access to the qualitative research used by Mercer’s consultants. The “Head Office” version is designed for your in-house fund research team, whereas the white-label “Front Office” version gives advisors access to Mercer’s qualitative insights, portfolio construction, and client-ready presentation capabilities.
What Trustees Think

The Exchange brings a market place approach to bulk annuity sales and purchases by seeking to match pension scheme demand and insurer capacity. This supports purchase decisions by trustees, capacity allocation by insurers and, in the end, real transactions, all of which can only be beneficial.” - Costas Yiasoumi, Head of Core Business, Pension Risk Transfer at Legal & General

Find Out How Mercer Can Help

“The pension de-risking market is entering an exciting period with a lot of innovation. I believe this new technology platform will lead the way in helping clients understand market pricing and, most importantly the point at which transacting works best for the scheme. Timing can often be the most important factor in realising best value.” - Phill Beach (Director UK Pension Risk Transfer-Core Business) - Legal & General


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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