All Modules
The 2021-2022 Case Studies below are based on the Scheme Booklets and Tables of Factors that were used for the September 2021 and March 2022 examinations.
XYZ Pensions and Life Assurance Scheme Booklet (reviewed May 2021)
RST Pension Scheme Booklet (reviewed May 2021)
OPQ Retirement & Death Benefits Plan Booklet (reviewed May 2021)
Tables of Factors (reviewed May 2021)
Key Features (reviewed May 2021)
DEATHS
XYZ Pension and Life Assurance Scheme (CAT A)
Case Study | Exam | Number Crunching | Answer | Taking Action |
Jiang Duyi | Deaths 1 | Case Study | Answer | Letter |
Jeanette Ringmer | Deaths 1 | Case Study | Answer | Letter |
Mark Batthew | Deaths 2 | Case Study | Answer | Letter |
Tom Duncourt | Deaths 2 | Case Study | Answer | Letter |
Linn Sergenson | Deaths 2 | Case Study | Answer | Letter |
XYZ Pension and Life Assurance Scheme (CAT B)
Case Study | Exam | Number Crunching | Answer | Taking Action |
Danielle Rye | Deaths 1 | Case Study | Answer | Letter |
Antonio Selph | Deaths 1 | Case Study | Answer | Letter |
Mike Ahmad | Deaths 2 | Case Study | Answer | Letter |
Ying Tauh | Deaths 2 | Case Study | Answer | Letter |
Tao Yang | Deaths 2 | Case Study | Answer | Letter |
RST Pension Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Zandor Caleb | Deaths 1 | Case Study | Answer | Letter |
Penny Stratford | Deaths 1 | Case Study | Answer | Letter |
Leon Alejandro | Deaths 2 | Case Study | Answer | Letter |
Mike Florian | Deaths 2 | Case Study | Answer | Letter |
Zara Tino | Deaths 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
Case Study | Exam | Number Crunching | Answer | Taking Action |
Beth Richardson | Deaths 1 | Case Study | Answer | Letter |
Lowei Mei | Deaths 1 | Case Study | Answer | Letter |
Gina Rossi | Deaths 2 | Case Study | Answer | Letter |
Andrin Benito | Deaths 2 | Case Study | Answer | Letter |
Sarah Settle | Deaths 2 | Case Study | Answer | Letter |
RETIREMENTS
XYZ Pension and Life Assurance Scheme (CAT A)
Case Study | Exam | Number Crunching | Answer | Taking Action |
Martha Henderson | Retirements 1 | Case Study | Answer | Letter |
Mitchell Heta | Retirements 1 | Case Study | Answer | Letter |
Bert Nentjes | Retirements 2 | Case Study | Answer | Letter |
Georgina Dolan | Retirements 2 | Case Study | Answer | Letter |
Paul Sedlacek | Retirements 2 | Case Study | Answer | Letter |
XYZ Pensions and Life Assurance Scheme (CAT B)
Case Study | Exam | Number Crunching | Answer | Taking Action |
James White | Retirements 1 | Case Study | Answer | Letter |
Laura Black | Retirements 1 | Case Study | Answer | Letter |
Arthur Brown | Retirements 2 | Case Study | Answer | Letter |
Catherine Pink | Retirements 2 | Case Study | Answer | Letter |
Victor Green | Retirements 2 | Case Study | Answer | Letter |
RST Pension Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Beatrice De Sousa | Retirements 1 | Case Study | Answer | Letter |
Michael Schindler | Retirements 1 | Case Study | Answer | Letter |
Julie Gurney | Retirements 2 | Case Study | Answer | Letter |
Lewis Petersen | Retirements 2 | Case Study | Answer | Letter |
Warren Rydz | Retirements 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
Case Study | Exam | Number Crunching | Answer | Taking Action |
Anne Lawrenson | Retirements 1 | Case Study | Answer | Letter |
James O'Leary | Retirements 1 | Case Study | Answer | Letter |
Daniel Bonner | Retirements 2 | Case Study | Answer | Letter |
Lisa Aldridge | Retirements 2 | Case Study | Answer | Letter |
Stephanie Quinn | Retirements 2 | Case Study | Answer | Letter |
LEAVERS
XYZ Pension and Life Assurance Scheme (CAT A)
Case Study | Exam | Number Crunching | Answer | Taking Action |
Amie Howard | Leavers 1 | Case Study | Answer | Letter |
Victoro Nevarez | Leavers 2 | Case Study | Answer | Letter |
Lily Watts | Leavers 2 | Case Study | Answer | Letter |
Devan Estes | Leavers 2 | Case Study | Answer | Letter |
Hazel Fischer | Leavers 2 | Case Study | Answer | Letter |
XYZ Pension and Life Assurance Scheme (CAT B)
Case Study | Exam | Number Crunching | Answer | Taking Action |
Rory Thomas | Leavers 1 | Case Study | Answer | Letter |
Deliza Franklin | Leavers 2 | Case Study | Answer | Letter |
Amrita Semwal | Leavers 2 | Case Study | Answer | Letter |
Josh Riley | Leavers 2 | Case Study | Answer | Letter |
RST Pension Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Luke Tilgner | Leavers 1 | Case Study | Answer | Letter |
Wade Bond | Leavers 1 | Case Study | Answer | Letter |
Sarah Price | Leavers 2 | Case Study | Answer | Letter |
Lia Harper | Leavers 2 | Case Study | Answer | Letter |
Jon Monedero | Leavers 2 | Case Study | Answer | Letter |
Joy Maddox | Leavers 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
Case Study | Exam | Number Crunching | Answer | Taking Action |
Seno Giichi | Leavers 1 | Case Study | Answer | Letter |
Ben Ryan | Leavers 1 | Case Study | Answer | Letter |
Arjun Khati | Leavers 2 | Case Study | Answer | Letter |
Nicole White | Leavers 2 | Case Study | Answer | Letter |
Eve Powell | Leavers 2 | Case Study | Answer | Letter |
TRANSFERS
XYZ Pension and Life Assurance Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Jiang Li | TVIN | Case Study | Answer | Letter |
Vanessa York | TVIN | Case Study | Answer | Letter |
Lexi Barnes | TVOUT | Case Study | Answer | Letter |
Zachary Bombelles | TVOUT | Case Study | Answer | Letter |
RST Pension Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Joe Perry | TVIN | Case Study | Answer | Letter |
Katoe Ambrose | TVIN | Case Study | Answer | Letter |
Nuria Riba | TVOUT | Case Study | Answer | Letter |
Kenneth Norris | TVOUT | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
Case Study | Exam | Number Crunching | Answer | Taking Action |
Saul Rabellino | TVIN | Case Study | Answer | Letter |
Angelina Flowers | TVIN | Case Study | Answer | Letter |
Sara Thornton | TVOUT | Case Study | Answer | Letter |
Haru Oda | TVOUT | Case Study | Answer | Letter |
Luke Pate | TVOUT | Case Study | Answer | Letter |
Lucille Picard | TVOUT | Case Study | Answer | Letter |