Example Case Studies are available as normal in the Case Studies section of this website.
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 |
| Hannah Hurrell | Deaths 1 | Case Study | Answer | Letter |
| Jayne Usher | Deaths 1 | Case Study | Answer | Letter |
| James Beaton | Deaths 2 | Case Study | Answer | Letter |
| Lola Evans | Deaths 2 | Case Study | Answer | Letter |
| Wessel Kuivenhoven | Deaths 2 | Case Study | Answer | Letter |
XYZ Pension and Life Assurance Scheme (CAT B)
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Deta Clemens | Deaths 1 | Case Study | Answer | Letter |
| Heather Edhouse | Deaths 1 | Case Study | Answer | Letter |
| Oliver Schindler | Deaths 1 | Case Study | Answer | Letter |
| Daniel Littler | Deaths 2 | Case Study | Answer | Letter |
| Lauren Gurney | Deaths 2 | Case Study | Answer | Letter |
RST Pension Scheme
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Beatrice Mansell | Deaths 1 | Case Study | Answer | Letter |
| Gerwyn Clayton | Deaths 1 | Case Study | Answer | Letter |
| Stefan Plaisier | Deaths 2 | Case Study | Answer | Letter |
| Wesley Scutt | Deaths 2 | Case Study | Answer | Letter |
| Yvette Price | Deaths 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Linda King | Deaths 1 | Case Study | Answer | Letter |
| Peter Campbell | Deaths 1 | Case Study | Answer | Letter |
| Arthur Gilding | Deaths 2 | Case Study | Answer | Letter |
| Gary Menzies | Deaths 2 | Case Study | Answer | Letter |
| Sarah Humphries | Deaths 2 | Case Study | Answer | Letter |
