All Modules

The 2024-2025 Case Studies below are based on the Scheme Booklets and Tables of Factors that were used for the September 2023 and March 2024 examinations.


Booklets and Tables for the September 2024 and March 2025 Examinations

XYZ Pension and Life Assurance Scheme Booklet (reviewed April 2024)

RST Pensions Scheme Booklet (reviewed April 2024)

OPQ Retirement & Death Benefits Plan Booklet (reviewed April 2024)

Tables of Factors (reviewed April 2024)

Key Features (reviewed April 2024)


DEATHS

XYZ Pension and Life Assurance Scheme (Cat A)

Case StudyExamNumber CrunchingAnswerTaking Action





Hannah Hurrell
Deaths 1
Case Study
Answer
Letter
Jayne Usher
Deaths 1
Case Study
Answer
Letter
Tom DavyedDeaths 1Case Study
Answer
Letter
Simon TilsonDeaths 1Case Study
Answer
Letter
Katy PendroDeaths 1Case Study
Answer
Letter
Abigail HunterDeaths 2Case Study
Answer
Letter
Jol RannerDeaths 2Case Study
Answer
Letter
Sian BedrowDeaths 2Case Study
Answer
Letter
James Beaton
Deaths 2
Case Study
Answer
Letter
Lola Evans
Deaths 2
Case Study
Answer
Letter
Wessel Kuivenhoven
Deaths 2
Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Deta Clemens
Deaths 1
Case Study
Answer
Letter
Heather Edhouse
Deaths 1
Case Study
Answer
Letter
Oliver Schindler
Deaths 1
Case Study
Answer
Letter
Anna  TilenDeaths 1Case Study
Answer
Letter
Johan SmichelDeaths 1Case Study
Answer
Letter
Tina GreenDeaths 1Case Study
Answer
Letter
Yung ChenDeaths 2Case Study
Answer
Letter
Daniel KovackDeaths 2Case Study
Answer
Letter
Peter LittleDeaths 2Case Study
Answer
Letter
Daniel Littler
Deaths 2
Case Study
Answer
Letter
Lauren Gurney
Deaths 2
Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Beatrice Mansell
Deaths 1
Case Study
Answer
Letter
Gerwyn Clayton
Deaths 1
Case Study
Answer
Letter
Staci JonesDeaths 1Case Study
Answer
Letter
Marie AntallDeaths 1Case Study
Answer
Letter
Amit RahalDeaths 1Case Study
Answer
Letter
Rajesh SinghDeaths 2Case Study
Answer
Letter
Jen YunnanDeaths 2Case Study
Answer
Letter
Stefan Plaisier
Deaths 2
Case Study
Answer
Letter
Wesley Scutt
Deaths 2
Case Study
Answer
Letter
Yvette Price
Deaths 2
Case Study
Answer
Letter


OPQ Retirement & Death Benefits 

Case StudyExamNumber CrunchingAnswerTaking Action





Linda King
Deaths 1
Case Study
Answer
Letter
Peter Campbell
Deaths 1
Case Study
Answer
Letter
Tom JenkinsDeaths 1Case Study
Answer
Letter
Alan SmithDeaths 1Case Study
Answer
Letter
Joanne ParonDeaths 2Case Study
Answer
Letter
Phillipa GinoDeaths 2Case Study
Answer
Letter
Henrik BorgDeaths 2Case Study
Answer
Letter
Arthur Gilding
Deaths 2
Case Study
Answer
Letter
Gary Menzies
Deaths 2
Case Study
Answer
Letter
Sarah Humphries
Deaths 2
Case Study
Answer
Letter


RETIREMENTS

XYZ Pension and Life Assurance Scheme (CAT A)

Case Study
Exam
Number CrunchingAnswerTaking Action





Antoinette Wenig
Retirements 1
Case Study
Answer
Letter
Patrick Rafferty
Retirements 1
Case Study
Answer
Letter
Frederick KrcmarRetirements 1Case Study
Answer
Letter
Jessica RockRetirements 1Case Study
Answer
Letter
Basil LukemanRetirements 2Case Study
Answer
Letter
Elsie SearleRetirements 2Case Study
Answer
Letter
Henry BeatonRetirements 2Case Study
Answer
Letter
Jean Tricole
Retirements 2
Case Study
Answer
Letter
Joan Grundy
Retirements 2
Case Study
Answer
Letter
Norma Roelofs
Retirements 2
Case Study
Answer
Letter


XYZ Pensions and Life Assurance Scheme (CAT B)

Case Study
Exam
Number CrunchingAnswerTaking Action





Gabriel Hempel
Retirements 1
Case Study
Answer
Letter
Robyn Veenstra
Retirements 1
Case Study
Answer
Letter
Ruby-Jane RodriguezRetirements 1Case Study
Answer
Letter
Rusty-John RodriguezRetirements 1Case Study
Answer
Letter
Rosy-Jess RodriguezRetirements 2Case Study
Answer
Letter
Rowby-Jake RodriguezRetirements 2Case Study
Answer
Letter
Roxy-Jade RodriguezRetirements 2Case Study
Answer
Letter
Albert Sparidaans
Retirements 2
Case Study
Answer
Letter
Beau Goffin
Retirements 2
Case Study
Answer
Letter
Norman Kenny
Retirements 2
Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Jennifer Bunting
Retirements 1
Case Study
Answer
Letter
William Rock
Retirements 1
Case Study
Answer
Letter
Gillian AshtonRetirements 1Case Study
Answer
Letter
Sean GreavesRetirements 1Case Study
Answer
Letter
Bert TurnerRetirements 2Case Study
Answer
Letter
Brian WinstanleyRetirements 2Case Study
Answer
Letter
Michelle SherrockRetirements 2Case Study
Answer
Letter
Jacob Woodhouse
Retirements 2
Case Study
Answer
Letter
John Aspinall
Retirements 2
Case Study
Answer
Letter
Kara Doets
Retirements 2
Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case Study
Exam
Number CrunchingAnswerTaking Action





Erica Greaves
Retirements 1
Case Study
Answer
Letter
Jasons Gates
Retirements 1
Case Study
Answer
Letter
Dirk NoppertRetirements 1Case Study
Answer
Letter
Lucy SearleRetirements 1Case Study
Answer
Letter
Arthur WadeRetirements 2Case Study
Answer
Letter
Stefan RatajskiRetirements 2Case Study
Answer
Letter
Stephanie HumphriesRetirements 2Case Study
Answer
Letter
Evelyn Kist
Retirements 2
Case Study
Answer
Letter
Simon Gawlas
Retirements 2
Case Study
Answer
Letter
Trevor Wade
Retirements 2
Case Study
Answer
Letter


LEAVERS

XYZ Pension and Life Assurance Scheme (CAT A)

Case StudyExamNumber CrunchingAnswerTaking Action





Layla Hussein 
Leavers 1
Case Study
Answer
Letter
Leander Merrick 
Leavers 1
Case Study
Answer
Letter
Shania FoxLeavers 1Case Study
Answer
Letter
David HernandezLeavers 2Case Study
Answer
Letter
Kaye RichardsonLeavers 2Case Study
Answer
Letter
Blake Chapman
Leavers 2Case Study
Answer
Letter
Petra OlsenLeavers 2Case Study
Answer
Letter
Ava Davis 
Leavers 2
Case Study
Answer
Letter
William Brown 
Leavers 2
Case Study
Answer
Letter
Charlotte Miller 
Leavers 2
Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Rajesh Patel 
Leavers 1
Case Study
Answer
Letter
Petula Smith 
Leavers 1 
Case Study
Answer
Letter
Finlay KerrLeavers 1
Case Study
Answer
Letter
Viktoria SchusterLeavers 2
Case Study
Answer
Letter
Sarika VarmaLeavers 2
Case Study
Answer
Letter
Duncan BannnisterLeavers 2Case Study
Answer
Letter
Ottilie Waverly 
Leavers 2
Case Study
Answer
Letter
Daniel Lewis 
Leavers 2
Case Study
Answer
Letter
Olivia Williams 
Leavers 2
Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Takeshi Sato 
Leavers 1
Case Study
Answer
Letter
George Thompson 
Leavers 1
Case Study
Answer
Letter
Simon ArmstrongLeavers 1
Case Study
Answer
Letter
Colton MillerLeavers 1
Case Study
Answer
Letter
Edie McGregorLeavers 2
Case Study
Answer
Letter
Emily DaviesLeavers 2
Case Study
Answer
Letter
Martin AtkinsonLeavers 2
Case Study
Answer
Letter
Elodie StokesLeavers 2
Case Study
Answer
Letter
Bryony Caldwell 
Leavers 2
Case Study
Answer
Letter
Amelia Taylor 
Leavers 2
Case Study
Answer
Letter
Sofia Ruiz
Leavers 2
Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case StudyExamNumber CrunchingAnswerTaking Action





Sven Johansson 
Leavers 1
Case Study
Answer
Letter
David Miller 
Leavers 1
Case Study
Answer
Letter
Kwasi AkintolaLeavers 1
Case Study
Answer
Letter
Richard BarrLeavers 1
Case Study
Answer
Letter
Elias ScottLeavers 2
Case Study
Answer
Letter
Tara HerbertLeavers 2
Case Study
Answer
Letter
Michaela AdamsonLeavers 2Case Study
Answer
Letter
Liam O'Connor  
Leavers 2
Case Study
Answer
Letter
Isabella Conti 
Leavers 2
Case Study
Answer
Letter
Mia Wilson 
Leavers 2
Case Study
Answer
Letter


TRANSFERS IN AND OUT

XYZ Pension and Life Assurance Scheme

Case Study
Exam
Number CrunchingAnswerTaking Action





Dmitry Ivanov 
TVIN
Case Study
Answer
Letter
Gretal Lindstrom 
TVIN
Case Study
Answer
Letter
Ian FisherTVINCase Study
Answer
Letter
Sarah DanceTVINCase Study
Answer
Letter
Nicola PadgettTVOUTCase Study
Answer
Letter
Paul NoakesTVOUTCase Study
Answer
Letter
Grace Clark 
TVOUT
Case Study
Answer
Letter
Henry Harris 
TVOUT
Case Study
Answer
Letter


RST Pension Scheme

Case Study
Exam
Number CrunchingAnswerTaking Action





Aoife Murphy 
TVIN
Case Study
Answer
Letter
Caspian Aldridge 
TVIN
Case Study
Answer
Letter
Daniel SmythTVINCase Study
Answer
Letter
Leonie BauerTVINCase Study
Answer
Letter
Bryson MillerTVOUTCase Study
Answer
Letter
Isabella WilliamsTVOUTCase Study
Answer
Letter
Harper Anderson 
TVOUT
Case Study
Answer
Letter
Matthew Wright 
TVOUT
Case Study
Answer
Letter


OPQ Retirement Death Benefits Plan

Case Study
Exam
Number CrunchingAnswerTaking Action





Alejandro Garcia 
TVIN
Case Study
Answer
Letter
Imogen Faraday 
TVIN
Case Study
Answer
Letter
Alison BradshawTVINCase Study
Answer
Letter
Ashton KellyTVINCase Study
Answer
Letter
Camille RochefortTVOUTCase Study
Answer
Letter
Carmen PerezTVOUTCase Study
Answer
Letter
Johannes KallioTVOUTCase Study
Answer
Letter
Vikram BahriTVOUTCase Study
Answer
Letter
Priya Sharma 
TVOUT
Case Study
Answer
Letter
Nicolas Dupont 
TVOUT
Case Study
Answer
Letter
Charles Moore 
TVOUT
Case Study
Answer
Letter
Isabella Brown 
TVOUT
Case Study
Answer
Letter