Reassess and elevate your retirement income strategy
Is your retirement income strategy delivering the outcomes your members need? And can you demonstrate to regulators and stakeholders that your approach is effective?
In a changing regulatory environment and with rising member expectations, trustees need a clear, reliable way to measure success. Mercer’s retirement strategy assessment provides a flexible framework to evaluate, refine, and optimise your retirement income strategies – helping you improve member outcomes with confidence.
Why now is the time for trustees to revisit their retirement strategies
Standards like SPS 515 and SPG 515 demand more than compliance - they require trustees to demonstrate measurable, meaningful member outcomes. Many funds face challenges in accurately assessing the true impact of their retirement income strategies on member outcomes.
Mercer’s assessment tool enables trustees to:
- Quantify member outcomes across all areas of your strategy
- Identify strengths and gaps in current approaches
- Set realistic, achievable goals aligned with best practices
- Track progress over time by updating the tool annually
Introducing Mercer’s retirement strategy assessment solution
Built on decades of expertise and direct experience working with some of Australia’s leading superannuation funds, Mercer’s assessment tool combines best practices with the measures recommended by regulators. It empowers trustees to:
- Measure the effectiveness of their retirement income strategies on member outcomes
- Make data-driven decisions to enhance member outcomes
- Demonstrate compliance with evolving regulatory standards
- Build trust and confidence with members and regulators
Mercer’s retirement strategy assessment tool is designed to provide trustees with a comprehensive, flexible framework — enabling them to measure, evaluate, and enhance member outcomes with confidence.
This innovative solution is transforming how trustees approach retirement strategy planning – making measurement straightforward, impactful, and aligned with regulatory expectations.
Take action today
Speak with a Mercer superannuation and retirement specialist to learn how we can support your strategy and improve member outcomes.
Measuring Retirement Strategy Outcomes
Discover Mercer’s latest framework and how our assessment tool can help trustees evaluate and optimise their superannuation strategies for better member outcomes.
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