Measuring Retirement Strategy Outcomes 

Mercer has developed a scorecard to assist trustees and their management teams to measure the success and effectiveness that their retirement strategy has had in improving their members’ outcomes in retirement. 

We believe this meets the regulators’ challenge in their joint thematic review to use metrics to assess the retirement outcomes provided to members. This scorecard consists of three overarching sections: benefits, member support and offerings. Each section is scored according to a series of weighted measures and detailed metrics. Trustees will be able to customise the weighting of each measure and metric depending on their strategic priorities.
We have developed a scorecard to assist trustees and their management teams to measure the success and effectiveness that their retirement strategy has had in improving their members’ outcomes in retirement.

Measuring Retirement Strategy Outcomes

Learn more about how Mercer's Measuring Retirement Strategy Outcomes scorecard can help super fund trustees.
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