Retirement and pensions
Pension solutions to meet the needs of employers and employees
Employers and trustees have an important role to play to ensure that retirement works for everyone. Those with defined benefit (DB) plans face ever-growing risks such as low interest rates, market volatility and longer life spans.
Whilst defined contribution (DC) plans address some of these concerns for employers, the risk is moved over to the employees, who are responsible for saving for their own retirement and exposed to the risk of low return.
We can help you assess your requirements and design and execute an efficient and flexible retirement programme – including customised plans, such as hybrid arrangements to suit your workforce.
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Asset-Liability Management
A funding and investment strategy must be defined in such a way that the obligations of a pension plan can be financed in the long term without having to take unsustainable risks in the short and medium term. ALM studies enable you to make informed decisions. -
Expert services
In the face of continuously changing circumstances, pensions funds and collective foundations need expert advice and support to safeguard the financial stability of their plans and to offer attractive benefits to their insured members. -
International valuations
When it comes to international valuations of pension liabilities according to IAS19 (IFRS) or ASC 715-30 (US GAAP) and other standards (e.g. IPSAS), trust a partner that focuses on quality and stays on top of all regulatory developments. -
Specialised services
As a pension fund or multinational company in Switzerland, you face many challenges that cannot be solved with standard approaches. With our specialized retirement services, we support you in finding the right solutions.
Mercer CFA Institute Global Pension Index 2022
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1 June 30, 2024. The assets under advisement data (AUA Data) reported here include aggregated assets under advisement for Mercer Investments LLC [and its affiliated companies globally (Mercer)]. The AUA Data has been derived from a variety of sources, including, but not limited to, third-party custodians or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the data sourced from third parties in compiling the AUA Data. Where available, the AUA Data are provided as of the date indicated (the Reporting Date). To the extent information was not available as of the Reporting Date; information from a date closest in time to the Reporting Date, which may be of a date more or less recent in time than the Reporting Date, was included in the AUA Data. The AUA Data include assets of clients that have engaged Mercer to provide ongoing advice. Global AUA includes clients that have engaged Mercer to provide project-based services at any time within the 12-month period ending on the Reporting Date, as well as assets of clients that subscribe to Mercer’s Manager Research database delivered through the MercerInsight® platform as of the Reporting Date.
2 December 31, 2024. The assets under management data (the AUM Data) reported here include aggregated assets for which Mercer Investments LLC [and its global affiliates] provide discretionary investment management services as of the dates indicated. With respect to certain commitment-based private funds managed by Mercer Investments LLC or its global affiliates, the AUM data includes committed but uncalled capital, which may also be reflected in client assets otherwise managed by Mercer Investments LLC or its global affiliates. The AUM Data reported here may differ from regulatory assets under management reported in the Form ADV for Mercer Investments. For regulatory assets under management, please see the Form ADV for Mercer Investments which is available upon request by contacting Compliance Department, Mercer Investments 99 High Street, Boston, MA 02110.
3 September 30, 2024
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*30 June 2022
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