Mercer | Pension Risk Exchange

Financial Intermediary Partnerships

Wealth and Investments

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

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

“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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