Leavers Revision Pages


Number Crunching and Taking Action - 2021/22 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





Amie HowardLeavers 1Case Study
Answer
Letter
Victoro NevarezLeavers 2Case Study
Answer
Letter
Lily WattsLeavers 2Case Study
Answer
Letter
Devan EstesLeavers 2Case Study
Answer
Letter
Hazel FischerLeavers 2Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Rory ThomasLeavers 1
Case Study
Answer
Letter
Deliza FranklinLeavers 2
Case Study
Answer
Letter
Amrita SemwalLeavers 2
Case Study
Answer
Letter
Josh RileyLeavers 2Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Luke TilgnerLeavers 1
Case Study
Answer
Letter
Wade BondLeavers 1
Case Study
Answer
Letter
Sarah PriceLeavers 2
Case Study
Answer
Letter
Lia HarperLeavers 2
Case Study
Answer
Letter
Jon MonederoLeavers 2
Case Study
Answer
Letter
Joy MaddoxLeavers 2
Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case StudyExamNumber CrunchingAnswerTaking Action





Seno GiichiLeavers 1
Case Study
Answer
Letter
Ben RyanLeavers 1
Case Study
Answer
Letter
Arjun KhatiLeavers 2
Case Study
Answer
Letter
Nicole WhiteLeavers 2
Case Study
Answer
Letter
Eve PowellLeavers 2Case Study
Answer
Letter