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.

How our Expert Services add value

Pension funds and collective foundations aim to provide sustainable benefits to their members while ensuring financial stability for years to come. Not an easy task, especially in times of continuously changing circumstances and evolving rules.

With a dedicated, competent expert at your side, you can ensure your pension plans not only conform to all applicable regulations, but are also set up robustly for continued success. 

At Mercer, we draw on decades of experience and profound expertise as a Swiss pension fund expert when consulting you on the strategic alignment of your pension fund or collective foundation.

How we can support you

Our experts in Zurich and Geneva support you with a range of topics, including:
  • Actuarial valuations (calculating of actuarial liabilities, creation of actuarial balance sheet, analysis of profit and loss, expert confirmation)
  • Confirmation of the financial stability and regulatory compliance of your plans
  • Design of pension plans in compliance with regulatory demands
  • Consulting on strategic alignment, surplus-sharing models or education sessions for members of the Board of Trustees
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