Leavers Revision Pages

Number Crunching and Taking Action - 2022/23 Case Studies


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.

PLEASE WRITE FULL ANSWERS AND NOT BULLET POINTS


XYZ Pension and Life Assurance Scheme (CAT A)

Case StudyExamNumber CrunchingAnswerTaking Action





Madison ClarkeLeavers 1Case Study
Answer
Letter
Diego MolinaLeavers 2Case Study
Answer
Letter
Naomi HughesLeavers 2Case Study
Answer
Letter
George RussellLeavers 2Case Study
Answer
Letter
Lina GeelenLeavers 2Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Lucas HunterLeavers 1
Case Study
Answer
Letter
Lara VinkeLeavers 2
Case Study
Answer
Letter
Binita KhatriLeavers 2
Case Study
Answer
Letter
Timothy JacksonLeavers 2Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Soren FlemingLeavers 1
Case Study
Answer
Letter
Emmett AppletonLeavers 1
Case Study
Answer
Letter
Evie JonesLeavers 2
Case Study
Answer
Letter
Mia WeberLeavers 2
Case Study
Answer
Letter
Tom RossLeavers 2
Case Study
Answer
Letter
Anna SutherlandLeavers 2
Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case StudyExamNumber CrunchingAnswerTaking Action





Amari OladipoLeavers 1
Case Study
Answer
Letter
Colin BlackLeavers 1
Case Study
Answer
Letter
Stefan BergerLeavers 2
Case Study
Answer
Letter
Daisy WhiteLeavers 2
Case Study
Answer
Letter
Olivia ShawLeavers 2Case Study
Answer
Letter