Leavers Revision Pages

Number Crunching and Taking Action - 2023/24 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





Shania FoxLeavers 1Case Study
Answer
Letter
David HernandezLeavers 2Case Study
Answer
Letter
Kaye RichardsonLeavers 2Case Study
Answer
Letter
Blake Chapman
Leavers 2Case Study
Answer
Letter
Petra OlsenLeavers 2Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Finlay KerrLeavers 1
Case Study
Answer
Letter
Viktoria SchusterLeavers 2
Case Study
Answer
Letter
Sarika VarmaLeavers 2
Case Study
Answer
Letter
Duncan BannnisterLeavers 2Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Simon ArmstrongLeavers 1
Case Study
Answer
Letter
Colton MillerLeavers 1
Case Study
Answer
Letter
Edie McGregorLeavers 2
Case Study
Answer
Letter
Emily DaviesLeavers 2
Case Study
Answer
Letter
Martin AtkinsonLeavers 2
Case Study
Answer
Letter
Elodie StokesLeavers 2
Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case StudyExamNumber CrunchingAnswerTaking Action





Kwasi AkintolaLeavers 1
Case Study
Answer
Letter
Richard BarrLeavers 1
Case Study
Answer
Letter
Elias ScottLeavers 2
Case Study
Answer
Letter
Tara HerbertLeavers 2
Case Study
Answer
Letter
Michaela AdamsonLeavers 2Case Study
Answer
Letter