Defined benefit pension solutions to help you reduce risk and pursue better outcomes
Key objectives of a defined benefit pension
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Delivering positive retirement outcomes
Managing a DB strategy is not as easy task. In attempt to deliver better returns, you need to be able to identify and seize opportunities that help to meet your long term funding requirements, while dealing with challenges such as sustainability, longevity, interest rate volatility and regulatory pressures. -
Limiting plan risk exposure
Generally speaking, it is important that DB plans manage the risk of future underfunding and take steps to ensure member benefits are appropriately secure. To assist in managing these uncertainties, plan fiduciaries can usefully consider a range of solutions including investment strategy, hedging, risk transfer, offering member options, and arranging financial support.
How to address common defined benefit pension challenges
A range of solutions for every stage of your defined benefit plan journey
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Mercer Pension Risk Exchange
An online marketplace for organisations and trustees considering a bulk annuity transaction. The exchange provides direct access to up-to-date insurer pricing and shows the cost of an annuity transaction relative to scheme funding and accounting metrics.
Contact us to find out more. -
Mercer Dynamic De-risking Solution
Capitalising on our risk management and operational expertise, this solution provides a framework to define your target endgame, along with a roadmap to get there. The roadmap helps you to react to market conditions and continue on the path to your desired outcome.
Contact us to find out more. -
Implementation and OCIO
We can help you define, develop and implement your investment strategy by addressing areas such as governance, risk, sustainability and diversification. We flex our services to suit your needs and help you achieve your investment goals. -
Defined benefit (DB) dashboard
This is an interactive online tool that provides an overview of key statistics from all your defined benefit plans globally, including investment strategy, funding position, projected cash flows and value at risk. It can be customised to drill down to different levels of plan information, and allows users to assess ‘what-if’ scenarios.
Contact us to find out more. -
Sustainable investments
We help you build a sustainable investment strategy that integrates environmental, social and governance (ESG) considerations; diversity, equity and inclusion (DEI) factors and seeks an optimal mix between positive change and favourable returns. -
Asset manager research
By subscribing to MercerInsight®, an alliance with eVestment, you can gain access to data, analytics and our forward-looking research on asset managers and thousands of investment strategies across both public and private markets.
Introducing some of our team
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1 ESG investing refers to environmental, social, and governance considerations that may have a material impact on financial performance, and therefore are taken into account, alongside other economic and financial metrics, in assessing the risk and return potential of an investment. Thematic investing involves investing with a goal, at least in part, to achieve an impact on an environmental, social, or governance issue, alongside generating return and mitigating risk. As always, the decision whether to invest in ESG-themed options, like all options, must be made pursuant to a prudent process with the objective of advancing the financial interest of the plan and its participants.
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