The 2024-2025 Case Studies below are based on the Scheme Booklets and Tables of Factors that were used for the September 2024 and March 2025 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 Study | Exam | Number Crunching | Answer | Taking Action |
| Andrew Richard | Deaths 1 | Case Study | Answer | Letter |
| Cecilia Lloyds | Deaths 1 | Case Study | Answer | Letter |
| Alvin Kanhail | Deaths 2 | Case Study | Answer | Letter |
| Gemma Greenidge | Deaths 2 | Case Study | Answer | Letter |
| Leroy Fredericks | Deaths 2 | Case Study | Answer | Letter |
XYZ Pension and Life Assurance Scheme (Cat b)
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Albert Marshall | Deaths 1 | Case Study | Answer | Letter |
| Suzanna Holding | Deaths 1 | Case Study | Answer | Letter |
| Henry Ambrose | Deaths 2 | Case Study | Answer | Letter |
| Joanne Garner | Deaths 2 | Case Study | Answer | Letter |
| Wesley Robert | Deaths 2 | Case Study | Answer | Letter |
RST Pension Scheme
|
OPQ Retirement & Death Benefits
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Alison Minter | Deaths 1 | Case Study | Answer | Letter |
| Eliza Boza- Edwards | Deaths 1 | Case Study | Answer | Letter |
| Jason Honeyghan | Deaths 2 | Case Study | Answer | Letter |
| Penelope Conteh | Deaths 2 | Case Study | Answer | Letter |
| Seamus McGuigan | Deaths 2 | Case Study | Answer | Letter |
RETIREMENTS
XYZ Pension and Life Assurance Scheme (CAT A)
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Alison Banks | Retirements 1 | Case Study | Answer | Letter |
| Spencer Moore | Retirements 1 | Case Study | Answer | Letter |
| Annabel Cohen | Retirements 2 | Case Study | Answer | Letter |
| Patricia Wilson | Retirements 2 | Case Study | Answer | Letter |
| William Charlton | Retirements 2 | Case Study | Answer | Letter |
XYZ Pensions and Life Assurance Scheme (CAT B)
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Joseph Ball | Retirements 1 | Case Study | Answer | Letter |
| Lornal Hurst | Retirements 1 | Case Study | Answer | Letter |
| Beverley Stiles | Retirements 2 | Case Study | Answer | Letter |
| Petula Peters | Retirements 2 | Case Study | Answer | Letter |
| Robin Hunt | Retirements 2 | Case Study | Answer | Letter |
RST Pension Scheme
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Anna Thomson | Retirements 1 | Case Study | Answer | Letter |
| Martin Lillee | Retirements 1 | Case Study | Answer | Letter |
| Abigail Marsh | Retirements 2 | Case Study | Answer | Letter |
| Jeremy Chappell | Retirements 2 | Case Study | Answer | Letter |
| Lucy Walters | Retirements 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Amy Frazier | Retirements 1 | Case Study | Answer | Letter |
| Sabrina Ali | Retirements 1 | Case Study | Answer | Letter |
| Eric Foreman | Retirements 2 | Case Study | Answer | Letter |
| Michelle Liston | Retirements 2 | Case Study | Answer | Letter |
| Richard Holmes | Retirements 2 | Case Study | Answer | Letter |
LEAVERS
XYZ Pension and Life Assurance Scheme (CAT A)
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Ophelia Carter | Leavers 1 | Case Study | Answer | Letter |
| Runako Moyo | Leavers 2 | Case Study | Answer | Letter |
| Emma Cooper | Leavers 2 | Case Study | Answer | Letter |
| Fahriye Bata | Leavers 2 | Case Study | Answer | Letter |
| Kenneth Smith | Leavers 2 | Case Study | Answer | Letter |
XYZ Pension and Life Assurance Scheme (CAT B)
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Ben Thomas | Leavers 1 | Case Study | Answer | Letter |
| Alicia Bradbury | Leavers 2 | Case Study | Answer | Letter |
| Barnaby William | Leavers 2 | Case Study | Answer | Letter |
| Kartika Perbesi | Leavers 2 | Case Study | Answer | Letter |
RST Pension Scheme
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Danyar Aliev | Leavers 1 | Case Study | Answer | Case Study |
| David Richardson | Leavers 1 | Case Study | Answer | Case Study |
| Donya Sadeghil | Leavers 2 | Case Study | Answer | Case Study |
| Heather Tibot | Leavers 2 | Case Study | Answer | Case Study |
| Jocelyn Yarrell | Leavers 2 | Case Study | Answer | Case Study |
| Patrick Sawings | Leavers 2 | Case Study | Answer | Case Study |
OPQ Retirement & Death Benefits Plan
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Achim Wagner | Leavers 1 | Case Study | Answer | Letter |
| Edward Challenger | Leavers 1 | Case Study | Answer | Letter |
| Esther DeLaNoye | Leavers 2 | Case Study | Answer | Letter |
| Matthew Parish | Leavers 2 | Case Study | Answer | Letter |
| Olivia Gosling | Leavers 2 | Case Study | Answer | Letter |
TRANSFERS IN AND OUT
XYZ Pension and Life Assurance Scheme
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Albert Bauer | TVIN | Case Study | Answer | Letter |
| Sarah Eastman | TVIN | Case Study | Answer | Letter |
| Keith Roscow | TVOUT | Case Study | Answer | Letter |
| Kersten Eklund | TVOUT | Case Study | Answer | Letter |
RST Pension Scheme
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Sabel Alonso | TVIN | Case Study | Answer | Letter |
| Richard Kipling | TVIN | Case Study | Answer | Letter |
| Douglas Batteux | TVOUT | Case Study | Answer | Letter |
| Maria Jeffrey | TVOUT | Case Study | Answer | Letter |
OPQ Retirement Death Benefits Plan
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Annal Libertine | TVIN | Case Study | Answer | Letter |
| Bobby Richardson | TVIN | Case Study | Answer | Letter |
| Abiodun Ekeziel | TVOUT | Case Study | Answer | Letter |
| Elena Ortiz | TVOUT | Case Study | Answer | Letter |
| Luis Torres | TVOUT | Case Study | Answer | Letter |
| Vivian Greenyer | TVOUT | Case Study | Answer | Letter |
