Deaths Revision Pages


Number Crunching and Taking Action - 2021/22 Case Studies


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 StudyExamNumber CrunchingAnswerTaking Action





Jiang DuyiDeaths 1Case Study
Answer
Letter
Jeanette RingmerDeaths 1Case Study
Answer
Letter
Mark BatthewDeaths 2Case Study
Answer
Letter
Tom DuncourtDeaths 2Case Study
Answer
Letter
Linn SergensonDeaths 2Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Danielle RyeDeaths 1Case Study
Answer
Letter
Antonio SelphDeaths 1Case Study
Answer
Letter
Mike AhmadDeaths 2Case Study
Answer
Letter
Ying TauhDeaths 2Case Study
Answer
Letter
Tao YangDeaths 2Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Zandor CalebDeaths 1Case Study
Answer
Letter
Penny StratfordDeaths 1Case Study
Answer
Letter
Leon AlejandroDeaths 2Case Study
Answer
Letter
Mike FlorianDeaths 2Case Study
Answer
Letter
Zara TinoDeaths 2Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case StudyExamNumber CrunchingAnswerTaking Action





Beth RichardsonDeaths 1Case Study
Answer
Letter
Lowei MeiDeaths 1Case Study
Answer
Letter
Gina RossiDeaths 2Case Study
Answer
Letter
Andrin BenitoDeaths 2Case Study
Answer
Letter
Sarah SettleDeaths 2Case Study
Answer
Letter