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 StudyExamNumber CrunchingAnswerTaking Action





Jiang DuyiDeaths 1Case Study
Answer
Letter
Jeanette RingmerDeaths 1Case Study
Answer
Letter
Mark BatthewDeaths 2Case Study
Answer
Letter
Tom DuncourtDeaths 2Case Study
Answer
Letter
Linn SergensonDeaths 2Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Danielle RyeDeaths 1Case Study
Answer
Letter
Antonio SelphDeaths 1Case Study
Answer
Letter
Mike AhmadDeaths 2Case Study
Answer
Letter
Ying TauhDeaths 2Case Study
Answer
Letter
Tao YangDeaths 2Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Zandor CalebDeaths 1Case Study
Answer
Letter
Penny StratfordDeaths 1Case Study
Answer
Letter
Leon AlejandroDeaths 2Case Study
Answer
Letter
Mike FlorianDeaths 2Case Study
Answer
Letter
Zara TinoDeaths 2Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case StudyExamNumber CrunchingAnswerTaking Action





Beth RichardsonDeaths 1Case Study
Answer
Letter
Lowei MeiDeaths 1Case Study
Answer
Letter
Gina RossiDeaths 2Case Study
Answer
Letter
Andrin BenitoDeaths 2Case Study
Answer
Letter
Sarah SettleDeaths 2Case Study
Answer
Letter


RETIREMENTS

XYZ Pension and Life Assurance Scheme (CAT A)

Case Study
Exam
Number CrunchingAnswerTaking Action





Martha HendersonRetirements 1Case Study
Answer
Letter
Mitchell HetaRetirements 1Case Study
Answer
Letter
Bert NentjesRetirements 2Case Study
Answer
Letter
Georgina DolanRetirements 2Case Study
Answer
Letter
Paul SedlacekRetirements 2Case Study
Answer
Letter


XYZ Pensions and Life Assurance Scheme (CAT B)

Case Study
Exam
Number CrunchingAnswerTaking Action





James WhiteRetirements 1Case Study
Answer
Letter
Laura BlackRetirements 1Case Study
Answer
Letter
Arthur Brown Retirements 2Case Study
Answer
Letter
Catherine PinkRetirements 2Case Study
Answer
Letter
Victor GreenRetirements 2Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Beatrice De SousaRetirements 1Case Study
Answer
Letter
Michael SchindlerRetirements 1Case Study
Answer
Letter
Julie GurneyRetirements 2Case Study
Answer
Letter
Lewis PetersenRetirements 2Case Study
Answer
Letter
Warren RydzRetirements 2Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case Study
Exam
Number CrunchingAnswerTaking Action





Anne LawrensonRetirements 1Case Study
Answer
Letter
James O'LearyRetirements 1Case Study
Answer
Letter
Daniel BonnerRetirements 2Case Study
Answer
Letter
Lisa AldridgeRetirements 2Case Study
Answer
Letter
Stephanie QuinnRetirements 2Case Study
Answer
Letter


LEAVERS

XYZ Pension and Life Assurance Scheme (CAT A)

Case StudyExamNumber CrunchingAnswerTaking Action





Amie HowardLeavers 1Case Study
Answer
Letter
Victoro NevarezLeavers 2Case Study
Answer
Letter
Lily WattsLeavers 2Case Study
Answer
Letter
Devan EstesLeavers 2Case Study
Answer
Letter
Hazel FischerLeavers 2Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Rory ThomasLeavers 1
Case Study
Answer
Letter
Deliza FranklinLeavers 2
Case Study
Answer
Letter
Amrita SemwalLeavers 2
Case Study
Answer
Letter
Josh RileyLeavers 2Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Luke TilgnerLeavers 1
Case Study
Answer
Letter
Wade BondLeavers 1
Case Study
Answer
Letter
Sarah PriceLeavers 2
Case Study
Answer
Letter
Lia HarperLeavers 2
Case Study
Answer
Letter
Jon MonederoLeavers 2
Case Study
Answer
Letter
Joy MaddoxLeavers 2
Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case StudyExamNumber CrunchingAnswerTaking Action





Seno GiichiLeavers 1
Case Study
Answer
Letter
Ben RyanLeavers 1
Case Study
Answer
Letter
Arjun KhatiLeavers 2
Case Study
Answer
Letter
Nicole WhiteLeavers 2
Case Study
Answer
Letter
Eve PowellLeavers 2Case Study
Answer
Letter


TRANSFERS

XYZ Pension and Life Assurance Scheme

Case Study
Exam
Number CrunchingAnswerTaking Action





Jiang LiTVINCase Study
Answer
Letter
Vanessa YorkTVINCase Study
Answer
Letter
Lexi BarnesTVOUTCase Study
Answer
Letter
Zachary BombellesTVOUTCase Study
Answer
Letter


RST Pension Scheme

Case Study
Exam
Number CrunchingAnswerTaking Action





Joe PerryTVINCase Study
Answer
Letter
Katoe AmbroseTVINCase Study
Answer
Letter
Nuria RibaTVOUTCase Study
Answer
Letter
Kenneth NorrisTVOUTCase Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case Study
Exam
Number CrunchingAnswerTaking Action





Saul RabellinoTVINCase Study
Answer
Letter
Angelina FlowersTVINCase Study
Answer
Letter
Sara ThorntonTVOUTCase Study
Answer
Letter
Haru OdaTVOUTCase Study
Answer
Letter
Luke PateTVOUTCase Study
Answer
Letter
Lucille PicardTVOUTCase Study
Answer
Letter