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 |
Tom Davyed | Deaths 1 | Case Study | Answer | Letter |
Simon Tilson | Deaths 1 | Case Study | Answer | Letter |
Katy Pendro | Deaths 1 | Case Study | Answer | Letter |
Abigail Hunter | Deaths 2 | Case Study | Answer | Letter |
Jol Ranner | Deaths 2 | Case Study | Answer | Letter |
Sian Bedrow | Deaths 2 | Case Study | Answer | Letter |
XYZ Pension and Life Assurance Scheme (CAT B)
Case Study | Exam | Number Crunching | Answer | Taking Action |
Anna Tilen | Deaths 1 | Case Study | Answer | Letter |
Johan Smichel | Deaths 1 | Case Study | Answer | Letter |
Tina Green | Deaths 1 | Case Study | Answer | Letter |
Yung Chen | Deaths 2 | Case Study | Answer | Letter |
Daniel Kovack | Deaths 2 | Case Study | Answer | Letter |
Peter Little | Deaths 2 | Case Study | Answer | Letter |
RST Pension Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Staci Jones | Deaths 1 | Case Study | Answer | Letter |
Marie Antall | Deaths 1 | Case Study | Answer | Letter |
Amit Rahal | Deaths 1 | Case Study | Answer | Letter |
Rajesh Singh | Deaths 2 | Case Study | Answer | Letter |
Jen Yunnan | Deaths 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits
Case Study | Exam | Number Crunching | Answer | Taking Action |
Tom Jenkins | Deaths 1 | Case Study | Answer | Letter |
Alan Smith | Deaths 1 | Case Study | Answer | Letter |
Joanne Paron | Deaths 2 | Case Study | Answer | Letter |
Phillipa Gino | Deaths 2 | Case Study | Answer | Letter |
Henrik Borg | Deaths 2 | Case Study | Answer | Letter |