Mercer's DB Buyout Zone - Health Check Your Scheme

Mercer's DB Buyout Zone - Health Check Your Scheme

Mercer's DB Buyout Zone - Health Check Your Scheme

Recorded: 23 October 2019

  • Overview
    • Mercer’s DB Buyout Zone is aimed at schemes that have a realistic possibility of buying out benefits with an insurer within the next, say, 3-5 years – ‘in the zone’.

      Our aim is to help our clients get to buyout as efficiently as possible, through alignment of services, economies of scale, and dedicated project management. We have built a suite of tools to help – from an initial ‘health check’ to check current status; managing and monitoring progress on the journey; and ultimately moving to buyout.

  • Why attend?
    • This webinar will be focused on the ‘health check’ aspects of Mercer’s DB Buyout Zone. We will drill down into some of the specifics that will make you well-positioned to buy out:

      • Data: is the quality of your data sufficient to satisfy an insurer? If not, how far away are you and what actions do you need to take?

      • Buyout pricing: how accurate is the desktop assessment of your buyout position versus actual market pricing?
      • • Investment strategy: how much risk are you taking, and how much risk do you need to take, to get to your target? How ready are you to transact?
      • Join us on 23rd October for more information and a Q&A at the end of the webinar.
  • Who should attend?
    • TBC
  • Speakers
    • Steve Geere , Actuarial Consultant, Senior Partner 
      Shona Davies , Actuarial Consultant, Senior Associate
      David Ellis , UK Pensions Insurance Specialist, Partner 
      Gareth Donegan , Director