Additional Revision Material (Previous Case Studies – 2020/21)


All Modules

The 2020-2021 Case Studies below are based on the Scheme Booklets and Tables of Factors that were used for the March 2021 examinations.

XYZ Pension and Life Assurance Scheme Booklet (reviewed May 2020

RST Pension Scheme Booklet (reviewed May 2020

OPQ Retirement & Death Benefit Plan Booklet (reviewed May 2020

Tables of Factors (reviewed May 2020

Key Features (reviewed May 2020)


DEATHS 

XYZ Pension and Life Assurance Scheme (CAT A) 

Case StudyExamNumber CrunchingAnswerTaking Action





Victoria ArcherDeaths 1Case StudyAnswerLetter
June ConsellerDeaths 1Case StudyAnswerLetter
James TrevorDeaths 1Case StudyAnswerLetter
Haag KaschakDeaths 2Case StudyAnswerLetter
Jon PareshDeaths 2Case StudyAnswerLetter
Alesha RahalDeaths 2Case StudyAnswerLetter


XYZ Pension and Life Assurance Scheme (CAT B) 

Case StudyExamNumber CrunchingAnswerTaking Action





Sarah BeanDeaths 1Case StudyAnswerLetter
Henry BootDeaths 1Case StudyAnswerLetter
Rina PurmaDeaths 1Case StudyAnswerLetter
Neil JonesDeaths 2Case StudyAnswerLetter
Alex SinghDeaths 2Case StudyAnswerLetter
Dio ThuanDeaths 2Case StudyAnswerLetter


RST Pension Scheme 

Case StudyExamNumber CrunchingAnswerTaking Action





Thomas DavisDeaths 1Case StudyAnswerLetter
Slav DulikDeaths 1Case StudyAnswerLetter
Tricia JohnsonDeaths 1Case StudyAnswerLetter
Roberta WallingtonDeaths 1Case StudyAnswerLetter
Galel AlmasiDeaths 2Case StudyAnswerLetter
Hai ChenDeaths 2Case StudyAnswerLetter
Felicia DixonDeaths 2Case StudyAnswerLetter


OPQ Retirement & Death Benefits Plan 

Case StudyExamNumber CrunchingAnswerTaking Action





Lucy SpigotDeaths 1Case StudyAnswerLetter
Hose FernandezDeaths 1Case StudyAnswerLetter
Tony PatelDeaths 1Case StudyAnswerLetter
Jung LaiDeaths 2Case StudyAnswerLetter
Gail RobertsDeaths 2Case StudyAnswerLetter

 

RETIREMENTS 

XYZ Pension and Life Assurance Scheme (CAT A) 

Case StudyExamNumber CrunchingAnswerTaking Action





Lawrence LandyRetirements 1Case StudyAnswerLetter
Lorna BayiRetirements 1Case StudyAnswerLetter
Elizabeth BannisterRetirements 2Case StudyAnswerLetter
Martina ElliottRetirements 2Case StudyAnswerLetter
Stephen WalkerRetirements 2Case StudyAnswerLetter


XYZ Pensions and Life Assurance Scheme (CAT B) 

Case StudyExamNumber CrunchingAnswerTaking Action





Jane FosterRetirements 1Case StudyAnswerLetter
Mark GoaterRetirements 1Case StudyAnswerLetter
Angela RoseRetirements 2Case StudyAnswerLetter
Arthur SimmonsRetirements 2Case StudyAnswerLetter
James BedfordRetirements 2Case StudyAnswerLetter


RST Pension Scheme 

Case StudyExamNumber CrunchingAnswerTaking Action





Jessica MarinerRetirements 1Case StudyAnswerLetter
Christopher BeattieRetirements 1Case StudyAnswerLetter
Paula MillsRetirements 2Case StudyAnswerLetter
Samuel WarkRetirements 2Case StudyAnswerLetter
Stanley OsborneRetirements 2Case StudyAnswerLetter


OPQ Retirement & Death Benefits Plan 

Case StudyExamNumber CrunchingAnswerTaking Action





Amy ReesRetirements 1Case StudyAnswerLetter
Stephen LoweRetirements 1Case StudyAnswerLetter
Jane WilsonRetirements 2Case StudyAnswerLetter
Joseph DellerRetirements 2Case StudyAnswerLetter
Petula BristowRetirements 2Case StudyAnswerLetter


LEAVERS

XYZ Pension and Life Assurance Scheme (CAT A) 

Case StudyExamNumber CrunchingAnswerTaking Action





Bianka DagmarLeavers 1Case StudyAnswerLetter
Artur BaranouLeavers 2Case StudyAnswerLetter
Jennifer AddingtonLeavers 2Case StudyAnswerLetter
Martin CarpenterLeavers 2.Case StudyAnswerLetter


XYZ Pension and Life Assurance Scheme (CAT B) 

Case StudyExamNumber CrunchingAnswerTaking Action





James HughesLeavers 1Case StudyAnswerLetter
Grace DickinsonLeavers 2Case StudyAnswerLetter
Paul BaxterLeavers 2Case StudyAnswerLetter
Suzanne CarrLeavers 2Case StudyAnswerLetter


RST Pension Scheme 

Case StudyExamNumber CrunchingAnswerTaking Action





Amir ChowdhuryLeavers 1Case StudyAnswerLetter
Noah WilliamsLeavers 1Case StudyAnswerLetter
Ailsa CookLeavers 2Case StudyAnswerLetter
Annabel ZirkelLeavers 2Case StudyAnswerLetter
Naomi BalinksiLeavers 2Case StudyAnswerLetter
Tomas LopesLeavers 2Case StudyAnswerLetter


OPQ Retirement & Death Benefits Plan 

Case StudyExamNumber CrunchingAnswerTaking Action





Juan RuedaLeavers 1Case StudyAnswerLetter
James PetersonLeavers 1Case StudyAnswerLetter
Marta DobsonLeavers 2Case StudyAnswerLetter
Elena BaileyLeavers 2Case StudyAnswerLetter


TRANSFERS

XYZ Pension and Life Assurance Scheme 

Case StudyExamNumber CrunchingAnswerTaking Action





Lucia AguayoTVINCase StudyAnswerLetter
Leslie EdgarTVINCase StudyAnswerLetter
Anika HanneTVOUTCase StudyAnswerLetter
Callum SmithTVOUTCase StudyAnswerLetter


RST Pension Scheme 

Case StudyExamNumber CrunchingAnswerTaking Action





Amy BeringerTVINCase StudyAnswerLetter
Li WeiTVINCase StudyAnswerLetter
Lola AmbroseTVOUTCase StudyAnswerLetter
Adam WilsonTVOUTCase StudyAnswerLetter


OPQ Retirement & Death Benefits Plan 

Case StudyExamNumber CrunchingAnswerTaking Action





Hector AguirreTVINCase StudyAnswerLetter
Margaret SmithTVINCase StudyAnswerLetter
Maribel BlanchetTVOUTCase StudyAnswerLetter
Paul EvansTVOUTCase StudyAnswerLetter
Sophie JacksonTVOUTCase StudyAnswerLetter
AbelardoTVOUTCase StudyAnswerLetter