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:
For the chosen Case Study, write a letter to the trustees / beneficiaries to communicate the DEATH benefits payable and the action to be taken.
Compare the contents of your letter with the information required to be communicated from the Taking Action column.
PLEASE WRITE FULL ANSWERS AND NOT BULLET POINTS
XYZ Pension and Life Assurance Scheme (Cat A)
Case Study | Exam | Number Crunching | Answer | Taking Action |
Andrew Richards | Deaths 1 | Case Study | Answer | Letter |
Cecilia Lloyd | Deaths 1 | Case Study | Answer | Letter |
Alvin Kanhai | 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 Roberts | Deaths 2 | Case Study | Answer | Letter |
RST Pension Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Nicole Coe | Deaths 1 | Case Study | Answer | Letter |
Sebastian Bedford | Deaths 1 | Case Study | Answer | Letter |
Emma Foster | Deaths 2 | Case Study | Answer | Letter |
Jonathan Cram | Deaths 2 | Case Study | Answer | Letter |
Oliver Ovett | Deaths 2 | Case Study | Answer | Letter |
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 |