Enabling DB schemes achieve smaller pension risk transfer deals
Smaller pension buy-in or buyout deals may be more attainable than you think.
In the market for pension buyouts and buy-ins, big transactions get the headlines and DB schemes looking for smaller deals can struggle to get the attention of insurers.
For deals involving liabilities valued at £100 million or less this problem is particularly acute. Even if an insurer does offer a quote it may be at a disproportionally high price.
This isn’t surprising when you consider that providing a quote costs an insurer about as much as a small car.
Getting your pension risk transfer deal noticed
Mercer's Streamlined Quotation Service can help your DB scheme overcome this obstacle to transferring pension risk. Here’s how:
- By combining information from multiple schemes in the same format we make it easier and cheaper for insurers to provide quotes.
- This approach creates competition, increasing your chance of a proposal that is financially attractive for you and your members.
- We send the information to insurers at the same time every month, allowing you to monitor prices and carry out a transaction at the right time.
This short video tells you more about how the Mercer Streamlined Quotation Service works.
Before you access this page, please read and accept the terms and legal notices below. You’re about to enter a page intended for sophisticated, institutional investors only.
This content is provided for informational purposes only. The information provided does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities, or an offer, invitation or solicitation of any specific products or the investment management services of Mercer, or an offer or invitation to enter into any portfolio management mandate with Mercer.
Past performance is not an indication of future performance. If you are not able to accept these terms and conditions, please decline and do not proceed further. We reserve the right to suspend or withdraw access to any page(s) included on this website without notice at any time and Mercer accepts no liability if, for any reason, these pages are unavailable at any time or for any period.