Number Crunching and Taking Action - 2026/27 Case Studies  

Example Case Studies are available in this section.


For Number Crunching:

Take a look at an individual Case Study from the Number Crunching column.

Calculate the DEATH benefits payable (using the appropriate Scheme Booklet and Tables of Factors).

Check your answers against the answers provided in the Answer column.

For Taking Action:

Take a look at the information required to be communicated in the Letter associated with a chosen Case Study from the Taking Action column.

For the purposes of the CPC examinations, learners will be presented with a draft Letter which will be associated with one of the Case Studies.  Learners will then be expected to:

a) Transcribe data required to be populated in the draft Letter accurately from their Case Study answers to the answer box.

b) Identify and detail basic expected information not communicated in the draft Letter to the answer box.

c) Identify and correct information wrongly communicated in the draft Letter to the answer box.


XYZ Pension and Life Assurance Scheme (Cat A)

Case StudyExamNumber CrunchingAnswerTaking Action





Hannah HurrellDeaths 1Case Study
Answer
Letter
Jayne UsherDeaths 1Case Study
Answer
Letter
James BeatonDeaths 2Case Study
Answer
Letter
Lola EvansDeaths 2Case Study
Answer
Letter
Wessel KuivenhovenDeaths 2Case Study
Answer
Letter
Lewis Macari
Deaths 1
Case Study
Answer
Letter
Shona Buchan
Deaths 1
Case Study
Answer
Letter
Norman Pearson
Deaths 2
Case Study
Answer
Letter
Samantha Greenhoff
Deaths 2
Case Study
Answer
Letter
Spencer Stepney
Deaths 2
Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Deta ClemensDeaths 1Case Study
Answer
Letter
Heather EdhouseDeaths 1Case Study
Answer
Letter
Oliver SchindlerDeaths 1Case Study
Answer
Letter
Daniel LittlerDeaths 2Case Study
Answer
Letter
Lauren GurneyDeaths 2Case Study
Answer
Letter
Boris Gates
Deaths 1
Case Study
Answer
Letter
Geraldine Beattie
Deaths 1
Case Study
Answer
Letter
Jennifer Burley
Deaths 2
Case Study
Answer
Letter
Liam Whymark
Deaths 2
Case Study
Answer
Letter
Rodney Wark
Deaths 2
Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Beatrice MansellDeaths 1Case Study
Answer
Letter
Gerwyn ClaytonDeaths 1Case Study
Answer
Letter
Stefan PlaisierDeaths 2Case Study
Answer
Letter
Wesley ScuttDeaths 2Case Study
Answer
Letter
Yvette PriceDeaths 2Case Study
Answer
Letter
Jessica Hughes
Deaths 1
Case Study
Answer
Letter
Stanley Clemence
Deaths 1
Case Study
Answer
Letter
Audrey Heighway
Deaths 2
Case Study
Answer
Letter
Lorna Keegan
Deaths 2
Case Study
Answer
Letter
Peter Callaghan
Deaths 2
Case Study
Answer
Letter


OPQ Retirement & Death Benefits 

Case StudyExamNumber CrunchingAnswerTaking Action





Linda KingDeaths 1Case Study
Answer
Letter
Peter CampbellDeaths 1Case Study
Answer
Letter
Arthur GildingDeaths 2Case Study
Answer
Letter
Gary MenziesDeaths 2Case Study
Answer
Letter
Sarah HumphriesDeaths 2Case Study
Answer
Letter
Juanita Duran
Deaths 1
Case Study
Answer
Letter
Linda Bugner
Deaths 1
Case Study
Answer
Letter
Marvin Hearns
Deaths 2
Case Study
Answer
Letter
Sarah Leonard
Deaths 2
Case Study
Answer
Letter
Thomas Hagler
Deaths 2
Case Study
Answer
Letter