Additional Revision Material (Previous Case Studies – 2019/20)

All Modules

The 2019-2020 Case Studies below are based on the Scheme Booklets and Tables of Factors that were used for the September 2019 and September 2020 examinations (please note that the September 2020 examinations were actually the March 2020 examinations, as these were postponed due to Covid-19).

XYZ Pension and Life Assurance Scheme Booklet(reviewed May 2019)

RST Pension Scheme(reviewed May 2019)

OPQ Retirement & Death Benefits Plan Booklet(reviewed May 2019)

Tables of Factors(reviewed May 2019)

Key Features Document(reviewed May 2019)

If you are prompted for a password at any point to access he following materials then please use: Bert07

Deaths

XYZ Pension and Life Assurance Scheme (CAT A)

Case Study	Exam	Number Crunching	Answer	Taking Action

Huw Davies	Deaths 1	Case Study	Answer	Letter
Marie Dupelle	Deaths 1	Case Study	Answer	Letter
Lawrence Jones	Deaths 1	Case Study	Answer	Letter
Sara Rani	Deaths 1	Case Study	Answer	Letter
Shelley Brown	Deaths 2	Case Study	Answer	Letter
Pedro Fernandez	Deaths 2	Case Study	Answer	Letter
Lui Ying	Deaths 2	Case Study	Answer	Letter

XYZ Pension and Life Assurance Scheme (CAT B)

Case Study	Exam	Number Crunching	Answer	Taking Action

Sarah Bean	Deaths 1	Case Study	Answer	Letter
Henry Boot	Deaths 1	Case Study	Answer	Letter
Rina Purma	Deaths 1	Case Study	Answer	Letter
Neil Jones	Deaths 2	Case Study	Answer	Letter
Alex Singh	Deaths 2	Case Study	Answer	Letter
Dio Thuan	Deaths 2	Case Study	Answer	Letter
Xia Yunnan	Deaths 2	Case Study	Answer	Letter

RST Pension Scheme

Case Study	Exam	Number Crunching	Answer	Taking Action

Anneke Anders	Deaths 1	Case Study	Answer	Letter
Ron Baker	Deaths 1	Case Study	Answer	Letter
Tina Smith	Deaths 1	Case Study	Answer	Letter
John Taylor	Deaths 1	Case Study	Answer	Letter
Andre Bernado	Deaths 2	Case Study	Answer	Letter
Danielle Liam	Deaths 2	Case Study	Answer	Letter
Juan Miguel	Deaths 2	Case Study	Answer	Letter

OPQ Retirement & Death Benefits Plan

Case Study	Exam	Number Crunching	Answer	Taking Action

Robyn Hughes	Deaths 1	Case Study	Answer	Letter
Rajesh Hussen	Deaths 1	Case Study	Answer	Letter
Gabriella Rodriguez	Deaths 1	Case Study	Answer	Letter
Petra Khan	Deaths 2	Case Study	Answer	Letter
Pam McGavin	Deaths 2	Case Study	Answer	Letter
Paulo Samos	Deaths 2	Case Study	Answer	Letter

Retirements

XYZ Pension and Life Assurance Scheme (CAT A)

Case Study	Exam	Number Crunching	Answer	Taking Action

Micheal Thorburn	Retirements 1	Case Study	Answer	Letter
Bethany Reardon	Retirements 2	Case Study	Answer	Letter
Frederick Higgins	Retirements 2	Case Study	Answer	Letter
Gemma Spencer	Retirements 2	Case Study	Answer	Letter
Mensur Werbenuik	Retirements 2	Case Study	Answer	Letter

XYZ Pension and Life Assurance Scheme (CAT B)

Case Study	Exam	Number Crunching	Answer	Taking Action

Julio Calzaghe	Retirements 1	Case Study	Answer	Letter
Arthur Leonard	Retirements 1	Case Study	Answer	Letter
Angela Minter	Retirements 2	Case Study	Answer	Letter
Cuthbert Hearns	Retirements 2	Case Study	Answer	Letter
Venessa Sibson	Retirements 2	Case Study	Answer	Letter

RST Pension Scheme

Case Study	Exam	Number Crunching	Answer	Taking Action

Bernard Callaghan	Retirements 1	Case Study	Answer	Letter
Josephine Sherwood	Retirements 1	Case Study	Answer	Letter
Jane Barnes	Retirements 2	Case Study	Answer	Letter
Jason Blisset	Retirements 2	Case Study	Answer	Letter
Sarah Jacket	Retirements 2	Case Study	Answer	Letter

OPQ Retirement & Death Benefits Plan

Case Study	Exam	Number Crunching	Answer	Taking Action

Mavis Clayton	Retirements 1	Case Study	Answer	Letter
Agatha Suljovic	Retirements 2	Case Study	Answer	Letter
Arthur Noppert	Retirements 2	Case Study	Answer	Letter
James Bunting	Retirements 2	Case Study	Answer	Letter
Peter Cross	Retirements 2	Case Study	Answer	Letter

Leavers

XYZ Pension and Life Assurance Scheme (CAT A)

Case Study	Exam	Number Crunching	Answer	Taking Action

Kathryn Richardson	Leavers 1	Case Study	Answer	Letter
Daniel Poole	Leavers 1	Case Study	Answer	Letter
Simon Tinsley	Leavers 2	Case Study	Answer	Letter
Olivia Wells	Leavers 2	Case Study	Answer	Letter

XYZ Pension and Life Assurance Scheme (CAT B)

Case Study	Exam	Number Crunching	Answer	Taking Action

Raymond Johnson	Leavers 1	Case Study	Answer	Letter
Joanne Ashton	Leavers 2	Case Study	Answer	Letter
Lucy Baker	Leavers 2	Case Study	Answer	Letter
Richard MacGregor	Leavers 2	Case Study	Answer	Letter

RST Pension Scheme

Case Study	Exam	Number Crunching	Answer	Taking Action

Peter Hughes	Leavers 1	Case Study	Answer	Letter
John Williams	Leavers 1	Case Study	Answer	Letter
Francoise Bonnay	Leavers 2	Case Study	Answer	Letter
Aditi Joshi	Leavers 2	Case Study	Answer	Letter
George Milner	Leavers 2	Case Study	Answer	Letter
Ken Tanaka	Leavers 2	Case Study	Answer	Letter

OPQ Retirement & Death Benefits Plan

Case Study	Exam	Number Crunching	Answer	Taking Action

Joshua Kirk	Leavers 1	Case Study	Answer	Letter
Jacob Thompson	Leavers 1	Case Study	Answer	Letter
Grace Harrison	Leavers 2	Case Study	Answer	Letter
Maria Thomas	Leavers 2	Case Study	Answer	Letter

Transfers

XYZ Pension and Life Assurance Scheme

Case Study	Exam	Number Crunching	Answer	Taking Action

Peter Peacock	TVIN	Case Study	Answer	Letter
Dawn Ledger	TVIN	Case Study	Answer	Letter
Aditi Singh	TVOUT	Case Study	Answer	Letter
Paul Hartland	TVOUT	Case Study	Answer	Letter

RST Pension Scheme

Case Study	Exam	Number Crunching	Answer	Taking Action

John Jacobs	TVIN	Case Study	Answer	Letter
Joanna Scott	TVIN	Case Study	Answer	Letter
Sonja Deloise	TVOUT	Case Study	Answer	Letter
Howard Williams	TVOUT	Case Study	Answer	Letter

OPQ Retirement & Death Benefits Plan

Case Study	Exam	Number Crunching	Answer	Taking Action

Ravi Ganatra	TVIN	Case Study	Answer	Letter
Jackie Trent	TVIN	Case Study	Answer	Letter
Dominica Stoltz	TVOUT	Case Study	Answer	Letter
Simon Goldbrook	TVOUT	Case Study	Answer	Letter
Dan Fenton	TVOUT	Case Study	Answer	Letter
Hayley Finley	TVOUT	Case Study	Answer	Letter