Deaths Revision Pages


Number Crunching and Taking Action


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.

XYZ Pension and Life Assurance Scheme (CAT A)

Case StudyExamNumber CrunchingAnswerTaking Action





Victoria ArcherDeaths 1Case Study
Answer
Letter
June ConsellerDeaths 1Case Study
Answer
Letter
James TrevorDeaths 1Case Study
Answer
Letter
Haag KaschakDeaths 2Case Study
Answer
Letter
Jon PareshDeaths 2Case Study
Answer
Letter
Alesha RahalDeaths 2Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Grace BealeDeaths 1Case StudyAnswerLetter
Michael TallisDeaths 1Case StudyAnswerLetter
Steven ThomasDeaths 1Case StudyAnswerLetter
Martin BrownDeaths 2Case StudyAnswerLetter
Sarah TailorDeaths 2Case StudyAnswerLetter
George YorkDeaths 2Case StudyAnswerLetter


RST Career Average Earnings Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Thomas DavisDeaths 1Case Study
Answer
Letter
Slav DulikDeaths 1Case Study
Answer
Letter
Tricia Johnson
Deaths 1Case Study
Answer
Letter
Roberta Wallington
Deaths 1Case Study
Answer
Letter
Galel AlmasiDeaths 2Case Study
Answer
Letter
Hai ChenDeaths 2Case Study
Answer
Letter
Felicia DixonDeaths 2Case Study
Answer
Letter


OPQ Retirement and Death Benefits Plan

Case StudyExamNumber CrunchingAnswerTaking Action





Lucy SpigotDeaths 1Case Study
Answer
Letter
Hose FernandezDeaths 1Case Study
Answer
Letter
Tony PatelDeaths 1Case Study
Answer
Letter
Jung LaiDeaths 2Case Study
Answer
Letter
Gail RobertsDeaths 2Case Study
Answer
Letter