Mercer | Pension Risk Exchange

Wealth and Investments

Mercer Pension Risk Exchange®

What Is Mercer Pension Risk Exchange

At Mercer we believe that you should be able to access the information you really need to set strategy for your UK defined benefit pension scheme.

With this in mind, we have launched the Mercer Pension Risk Exchange, a market leading innovative product for trustees and plan sponsors considering a full or partial buy-in or buyout.

The Exchange is a sophisticated monitoring and pricing platform which offers a new online marketplace for trustees and sponsors including access to exclusive insurer proposals.

What Trustees Think

I think that this is a brilliant initiative. I would encourage sponsoring employers and trustees with a buy-in or buyout in their short to medium term plans to give this a very close listen.

- Steve Southern (Director)

- Steve Southern Trustees Limited

Key Benefits

A Ground Breaking Approach to Pension Risk Management

  • Provides actual insurer pricing – not an advisor’s estimate
  • Is the ONLY solution that provides genuine scheme-specific pricing based on full scheme disclosures and produced directly by insurers on a regular basis
  • Brings clarity to the buy-in and buyout market by providing a robust two-way information flow and a real marketplace for insurers and schemes.

Supports All Types of Buy-In or Buyout

  • Deals of any size and complexity
  • Buy-ins, buyouts and eventual wind-ups
  • Medically underwritten bulk annuities

What Insurers Think

“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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