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 Study | Exam | Number Crunching | Answer | Taking Action |
Shania Fox | Leavers 1 | Case Study | Answer | Letter |
David Hernandez | Leavers 2 | Case Study | Answer | Letter |
Kaye Richardson | Leavers 2 | Case Study | Answer | Letter |
Blake Chapman | Leavers 2 | Case Study | Answer | Letter |
Petra Olsen | Leavers 2 | Case Study | Answer | Letter |
XYZ Pension and Life Assurance Scheme (CAT B)
Case Study | Exam | Number Crunching | Answer | Taking Action |
Finlay Kerr | Leavers 1 | Case Study | Answer | Letter |
Viktoria Schuster | Leavers 2 | Case Study | Answer | Letter |
Sarika Varma | Leavers 2 | Case Study | Answer | Letter |
Duncan Bannnister | Leavers 2 | Case Study | Answer | Letter |
RST Pension Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Simon Armstrong | Leavers 1 | Case Study | Answer | Letter |
Colton Miller | Leavers 1 | Case Study | Answer | Letter |
Edie McGregor | Leavers 2 | Case Study | Answer | Letter |
Emily Davies | Leavers 2 | Case Study | Answer | Letter |
Martin Atkinson | Leavers 2 | Case Study | Answer | Letter |
Elodie Stokes | Leavers 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
Case Study | Exam | Number Crunching | Answer | Taking Action |
Kwasi Akintola | Leavers 1 | Case Study | Answer | Letter |
Richard Barr | Leavers 1 | Case Study | Answer | Letter |
Elias Scott | Leavers 2 | Case Study | Answer | Letter |
Tara Herbert | Leavers 2 | Case Study | Answer | Letter |
Michaela Adamson | Leavers 2 | Case Study | Answer | Letter |