Mercer Short Duration Fixed Income Fund Class Y-3 · NASDAQ:MSDYX
Mercer Short Duration Fixed Income Fund Class Y-3 — Mercer — Mercer Financial Wellbeing Webinar 2020
17 slides from Mercer Short Duration Fixed Income Fund Class Y-3's conference presentation, Jul 26, 2020
Slide 1: Super Empathy: Caring for your employees' financial wellbeing
?” ™ MERCER Super Empathy Caring for your emp wellbeing is a winning Methods to help improve employees’ financial wellbein 7 Mercer Financial Services Middle East Limited welcome to brighter Registered With DIFC, License No. CL0939 and Regulated by the DFSA.
Slide 2: Today's Super Speakers
y’s Super Speakers Tarek Zouiten Claudia Maldonado Retirement Business Leader, Principal, DC Savings & Financial Actuary Wellbeing _
Slide 3: Housekeeping
Housekeeping "e This session will be recorded and the We will ask you to participate in presentation will be shared with you. multiple polls. We look f dt ticipati Attendees’ microphones are by default ee . thech stand ah Participation muted but will become selectively in the Chatand Q&A. opened upo
Slide 4: Poll Question #1
Poll Question #1 Which of the following do you have in place to improve employee financial wellbeing? A. Financial wellbeing education targeted to different groups (e.g., young professionals, workers nearing retirement, women, etc.) B. Long-term financial planning (e.g., retirement path, earnings at
Slide 5: Why caring for employees financial wellbeing is a winning strategy
Why caring for employees financial wellbeing is a winning strategy? mprove loyalty ncrease engagement ncrease productivity Attract & retain key talent @% MERCER Copyright © 2020 Mercer Financial Services Middle East Limited. All rights reserved
Slide 6: The economic impact of COVID-19 on businesses has affected employee compensation and benefit programs
The economic impact of COVID-19 on businesses has affected employee compensation and benefit programs Cost management to mitigate business impact Most prevalent C&B actions: Headcount freezes / reductions 2020 salary increase delays / freezes of the participating organizations across the GCC have al
Slide 7: Helping your employees thrive is a business imperative
Helping your employees thrive is a business imperative 65% of HR expect wage stagnation continue 90% Employees prefer to work for an organization thatis known for responsible rewards 23% Copyright © 2020 Mercer Financial Services Middle East Limited. All rights reserved7
Slide 8: Poll Question #2
Poll Question #2 With regard to supporting wellbeing at work, which of the following best describes how your organization views maintaining the financial health of employees? A. B. Important, but not a core focus for our 2020 agenda A journey we are on, but there’s still work to do Embedded into our
Slide 9: What is the role of the workplace to support employees?
What is the role of the workplace to support employees? @% MERCER Copyright © 2020 Mercer Financial Services Middle East Limited. All rights reservedg
Slide 10: Four key findings from Mercer's Rethinking Financial Security and Savings in the UAE Report
Four key findings from Mercer’s “Rethinking Financial Security and Savings in the UAE” Report @ @ Insufficient long- term financial planning Lack of financial awareness = Main obstacles to savings are: = debt, * family support, " Belief that pension plans are complex and expensive " healthcare and =
Slide 11: There's no one-size-fits-all solution to address all employee needs
There’s no one-size-fits-all solution to address all employee needs. 62% worry about meeting their regular O monthly financial commitments * 52% would find an unexpected expense © of $400 difficult to cover * “lam keen to beef-up my emergency funds” Financial Education & Awareness Implement financia
Slide 12: Poll Question #3
Poll Question #3 Compared to pre COVID-19, to what extent do you think financial wellbeing programs will be beneficial to your employees and your organisation? A. Toagreat extent B. To amoderate extent C. Tosome extent D. To asmall extent E. Notatall @% MERCER Copyright © 2020 Mercer Financial Servi
Slide 13: How can companies provide better support?
How can companies provide better support? Financial Education Advice: Savings * Financial wellbeing sessions * Feasibility analyses * Interactive employee sessions * Education and awareness Valuation of End of Service Gratuity liabilities Funding accrued and / or future * Workplace savings plans * F
Slide 14: The importance of considering the different dimensions of financial wellbeing
The importance of considering the different dimensions of financial wellbeing of your employees Control over the day-to-day Not overspending income. Debt and expenses are manageable. BUDGETING * Income v expenses * Day to day money management MANAGING DEBT * Credit cards * Overdrafts * CarLoans * Co
Slide 15: Workplace Savings Solutions
Workplace Savings Solutions = Saving at source = workplace savings solution = Facilitated via employer payroll = Group scheme - drives economies of scale and cost efficiencies " Defined contribution arrangement = Visibility and control by individual employee = Greater accountability on individual em
Slide 16: Benefits unlocked with a successful financial wellbeing strategy
Benefits unlocked with a successful financial wellbeing strategy Helps achieve your business objectives x Ts Engaged employees * Better cash outflow management * Greater loyalty to employer * Enhanced employee value proposition * Improved financial understanding * Greater employee engagement * Promo
Slide 17: Thank you
~?” =" MERCER Thank you