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 Study | Exam | Number Crunching | Answer | Taking Action |
| Victoria Archer | Deaths 1 | Case Study | Answer | Letter |
| June Conseller | Deaths 1 | Case Study | Answer | Letter |
| James Trevor | Deaths 1 | Case Study | Answer | Letter |
| Haag Kaschak | Deaths 2 | Case Study | Answer | Letter |
| Jon Paresh | Deaths 2 | Case Study | Answer | Letter |
| Alesha Rahal | 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 |
RST Pension Scheme
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Thomas Davis | Deaths 1 | Case Study | Answer | Letter |
| Slav Dulik | Deaths 1 | Case Study | Answer | Letter |
| Tricia Johnson | Deaths 1 | Case Study | Answer | Letter |
| Roberta Wallington | Deaths 1 | Case Study | Answer | Letter |
| Galel Almasi | Deaths 2 | Case Study | Answer | Letter |
| Hai Chen | Deaths 2 | Case Study | Answer | Letter |
| Felicia Dixon | Deaths 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Lucy Spigot | Deaths 1 | Case Study | Answer | Letter |
| Hose Fernandez | Deaths 1 | Case Study | Answer | Letter |
| Tony Patel | Deaths 1 | Case Study | Answer | Letter |
| Jung Lai | Deaths 2 | Case Study | Answer | Letter |
| Gail Roberts | Deaths 2 | Case Study | Answer | Letter |
RETIREMENTS
XYZ Pension and Life Assurance Scheme (CAT A)
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Lawrence Landy | Retirements 1 | Case Study | Answer | Letter |
| Lorna Bayi | Retirements 1 | Case Study | Answer | Letter |
| Elizabeth Bannister | Retirements 2 | Case Study | Answer | Letter |
| Martina Elliott | Retirements 2 | Case Study | Answer | Letter |
| Stephen Walker | Retirements 2 | Case Study | Answer | Letter |
XYZ Pensions and Life Assurance Scheme (CAT B)
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Jane Foster | Retirements 1 | Case Study | Answer | Letter |
| Mark Goater | Retirements 1 | Case Study | Answer | Letter |
| Angela Rose | Retirements 2 | Case Study | Answer | Letter |
| Arthur Simmons | Retirements 2 | Case Study | Answer | Letter |
| James Bedford | Retirements 2 | Case Study | Answer | Letter |
RST Pension Scheme
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Jessica Mariner | Retirements 1 | Case Study | Answer | Letter |
| Christopher Beattie | Retirements 1 | Case Study | Answer | Letter |
| Paula Mills | Retirements 2 | Case Study | Answer | Letter |
| Samuel Wark | Retirements 2 | Case Study | Answer | Letter |
| Stanley Osborne | Retirements 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Amy Rees | Retirements 1 | Case Study | Answer | Letter |
| Stephen Lowe | Retirements 1 | Case Study | Answer | Letter |
| Jane Wilson | Retirements 2 | Case Study | Answer | Letter |
| Joseph Deller | Retirements 2 | Case Study | Answer | Letter |
| Petula Bristow | Retirements 2 | Case Study | Answer | Letter |
LEAVERS
XYZ Pension and Life Assurance Scheme (CAT A)
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Bianka Dagmar | Leavers 1 | Case Study | Answer | Letter |
| Artur Baranou | Leavers 2 | Case Study | Answer | Letter |
| Jennifer Addington | Leavers 2 | Case Study | Answer | Letter |
| Martin Carpenter | Leavers 2 | .Case Study | Answer | Letter |
XYZ Pension and Life Assurance Scheme (CAT B)
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| James Hughes | Leavers 1 | Case Study | Answer | Letter |
| Grace Dickinson | Leavers 2 | Case Study | Answer | Letter |
| Paul Baxter | Leavers 2 | Case Study | Answer | Letter |
| Suzanne Carr | Leavers 2 | Case Study | Answer | Letter |
RST Pension Scheme
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Amir Chowdhury | Leavers 1 | Case Study | Answer | Letter |
| Noah Williams | Leavers 1 | Case Study | Answer | Letter |
| Ailsa Cook | Leavers 2 | Case Study | Answer | Letter |
| Annabel Zirkel | Leavers 2 | Case Study | Answer | Letter |
| Naomi Balinksi | Leavers 2 | Case Study | Answer | Letter |
| Tomas Lopes | Leavers 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Juan Rueda | Leavers 1 | Case Study | Answer | Letter |
| James Peterson | Leavers 1 | Case Study | Answer | Letter |
| Marta Dobson | Leavers 2 | Case Study | Answer | Letter |
| Elena Bailey | Leavers 2 | Case Study | Answer | Letter |
TRANSFERS
XYZ Pension and Life Assurance Scheme
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Lucia Aguayo | TVIN | Case Study | Answer | Letter |
| Leslie Edgar | TVIN | Case Study | Answer | Letter |
| Anika Hanne | TVOUT | Case Study | Answer | Letter |
| Callum Smith | TVOUT | Case Study | Answer | Letter |
RST Pension Scheme
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Amy Beringer | TVIN | Case Study | Answer | Letter |
| Li Wei | TVIN | Case Study | Answer | Letter |
| Lola Ambrose | TVOUT | Case Study | Answer | Letter |
| Adam Wilson | TVOUT | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Hector Aguirre | TVIN | Case Study | Answer | Letter |
| Margaret Smith | TVIN | Case Study | Answer | Letter |
| Maribel Blanchet | TVOUT | Case Study | Answer | Letter |
| Paul Evans | TVOUT | Case Study | Answer | Letter |
| Sophie Jackson | TVOUT | Case Study | Answer | Letter |
| Abelardo | TVOUT | Case Study | Answer | Letter |
