Number Crunching and Taking Action - 2025/26 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





Layla Hussein 
Leavers 1Case Study
Answer
Letter
Leander Merrick 
Leavers 1Case Study
Answer
Letter
Ava Davis 
Leavers 2Case Study
Answer
Letter
William Brown 
Leavers 2Case Study
Answer
Letter
Charlotte Miller 
Leavers 2Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Rajesh Patel 
Leavers 1
Case Study
Answer
Letter
Petula Smith 
Leavers 1 
Case Study
Answer
Letter
Ottilie Waverly 
Leavers 2
Case Study
Answer
Letter
Daniel Lewis 
Leavers 2
Case Study
Answer
Letter
Olivia Williams 
Leavers 2
Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Takeshi Sato 
Leavers 1
Case Study
Answer
Letter
George Thompson 
Leavers 1
Case Study
Answer
Letter
Bryony Caldwell 
Leavers 2
Case Study
Answer
Letter
Amelia Taylor 
Leavers 2
Case Study
Answer
Letter
Sofia Ruiz 
Leavers 2
Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case StudyExamNumber CrunchingAnswerTaking Action





Sven Johansson 
Leavers 1
Case Study
Answer
Letter
David Miller 
Leavers 1
Case Study
Answer
Letter
Liam O'Connor  
Leavers 2
Case Study
Answer
Letter
Isabella Conti 
Leavers 2
Case Study
Answer
Letter
Mia Wilson 
Leavers 2Case Study
Answer
Letter