Number Crunching and Taking Action - 2023/24 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





Tom DavyedDeaths 1Case Study
Answer
Letter
Simon TilsonDeaths 1Case Study
Answer
Letter
Katy PendroDeaths 1Case Study
Answer
Letter
Abigail HunterDeaths 2Case Study
Answer
Letter
Jol RannerDeaths 2Case Study
Answer
Letter
Sian BedrowDeaths 2Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Anna  TilenDeaths 1Case Study
Answer
Letter
Johan SmichelDeaths 1Case Study
Answer
Letter
Tina GreenDeaths 1Case Study
Answer
Letter
Yung ChenDeaths 2Case Study
Answer
Letter
Daniel KovackDeaths 2Case Study
Answer
Letter
Peter LittleDeaths 2Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Staci JonesDeaths 1Case Study
Answer
Letter
Marie AntallDeaths 1Case Study
Answer
Letter
Amit RahalDeaths 1Case Study
Answer
Letter
Rajesh SinghDeaths 2Case Study
Answer
Letter
Jen YunnanDeaths 2Case Study
Answer
Letter


OPQ Retirement & Death Benefits 

Case StudyExamNumber CrunchingAnswerTaking Action





Tom JenkinsDeaths 1Case Study
Answer
Letter
Alan SmithDeaths 1Case Study
Answer
Letter
Joanne ParonDeaths 2Case Study
Answer
Letter
Phillipa GinoDeaths 2Case Study
Answer
Letter
Henrik BorgDeaths 2Case Study
Answer
Letter