Leavers Revision Pages


Number Crunching and Taking Action


For Number Crunching:

Take a look at an individual Case Study from the Number Crunching column.

Calculate the LEAVER 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/member to communicate the LEAVER 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.


XYZ Pension and Life Assurance Scheme (CAT A)

Case StudyExamNumber CrunchingAnswerTaking Action





Bianka DagmarLeavers  1Case Study
Answer
Letter
Artur BaranouLeavers 2Case Study
Answer
Letter
Jennifer AddingtonLeavers 2Case Study
Answer
Letter
Martin CarpenterLeavers 2.Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





James HughesLeavers 1
Case Study
Answer
Letter
Grace DickinsonLeavers 2
Case Study
Answer
Letter
Paul BaxterLeavers 2
Case Study
Answer
Letter
Suzanne CarrLeavers 2Case Study
Answer
Letter


RST Career Average Earnings Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Amir ChowdhuryLeavers 1
Case Study
Answer
Letter
Noah WilliamsLeavers 1
Case Study
Answer
Letter
Ailsa CookLeavers 2
Case Study
Answer
Letter
Annabel ZirkelLeavers 2
Case Study
Answer
Letter
Naomi BalinksiLeavers 2
Case Study
Answer
Letter
Tomas LopesLeavers 2
Case Study
Answer
Letter


OPQ Retirement and Death Benefits Plan

Case StudyExamNumber CrunchingAnswerTaking Action





Juan RuedaLeavers 1
Case Study
Answer
Letter
James PetersonLeavers 1
Case Study
Answer
Letter
Marta DobsonLeavers 2
Case Study
Answer
Letter
Elena BaileyLeavers 2
Case Study
Answer
Letter