Number Crunching and Taking Action - 2024/25 Case Studies

Learners should be aware that there WILL BE CHANGES for the next series of CPC examinations in September 2024. 

For Deaths, learners will now be expected to test the monetary value of any lump sum death benefits against the monetary value of the deceased member’s remaining LS&DBA.   

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 StudyExamNumber CrunchingAnswerTaking Action





Andrew RichardsDeaths 1Case Study
Answer
Letter
Cecilia LloydDeaths 1Case Study
Answer
Letter
Alvin Kanhai
Deaths 2Case Study
Answer
Letter
Gemma GreenidgeDeaths 2Case Study
Answer
Letter
Leroy FredericksDeaths 2Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Albert MarshallDeaths 1Case Study
Answer
Letter
Suzanna HoldingDeaths 1Case Study
Answer
Letter
Henry AmbroseDeaths 2Case Study
Answer
Letter
Joanne GarnerDeaths 2Case Study
Answer
Letter
Wesley RobertsDeaths 2Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Nicole CoeDeaths 1Case Study
Answer
Letter
Sebastian BedfordDeaths 1Case Study
Answer
Letter
Emma FosterDeaths 2Case Study
Answer
Letter
Jonathan CramDeaths 2Case Study
Answer
Letter
Oliver OvettDeaths 2Case Study
Answer
Letter


OPQ Retirement & Death Benefits 

Case StudyExamNumber CrunchingAnswerTaking Action





Alison MinterDeaths 1Case Study
Answer
Letter
Eliza Boza-EdwardsDeaths 1Case Study
Answer
Letter
Jason HoneyghanDeaths 2Case Study
AnswerLetter
Penelope ContehDeaths 2Case Study
Answer
Letter
Seamus McGuiganDeaths 2Case Study
Answer
Letter