Analytical advice

Decisions that are important to your business require well-reasoned arguments. Therefore, our advisory services are always based on a thorough and objective analysis of the pensions market.

Our unique analysis tool

For that particular purpose, we have developed our own unique analysis tool called Market@wise.

The tool allows our brokers to analyse and compare your business' pension and healthcare schemes with the offers of the pension companies across 235 different parameters.

Those parameters range from everything from the pension companies' specific product terms for e.g. loss of earning capacity, critical illness, sustainability to financial parameters, such as prices, costs and return. Those variables are what differentiate the various pension companies from each other and they can be of great importance to your employees' pension.

In all our analyses, we use a colour scale in the form of red, amber and green colours. The visual representation of our advisory services makes it easy for you to see what pension solutions we believe match you and your employees' needs better than other.

Our sustainability analysis

Since 2018, we have every year prepared a sustainability analysis for the purpose of comparing how pension companies work to promote sustainability.

In our analysis, we compare the performance of pension companies within areas such as:

Range and quality of sustainable savings products
Activities in and memberships of national and international sustainability networks
The extent to which they manage to translate sustainability strategies at executive level to decision-making basis for the portfolio manager

As the pension companies develop in the area, we dig deeper into our analyses. This is the case as the companies develop more sustainable savings products.

The pensions market must be easy to understand

It is important to be vigilant if you think about changing your business' pension scheme. The framework agreements of the pension companies vary a lot and can often be both confusion and difficult to grasp.

However, Söderberg & Partners believes that thorough and independent analysis of the pensions market provides the best basis for good pension advice. That is also the reason why we have one of the largest independent Nordic analysis departments in the pension and insurance industry.

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Occupational pension scheme

For you as an employee

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