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 |
Layla Hussein | Leavers 1 | Case Study | Answer | Letter |
Leander Merrick | Leavers 1 | Case Study | Answer | Letter |
Ava Davis | Leavers 2 | Case Study | Answer | Letter |
William Brown | Leavers 2 | Case Study | Answer | Letter |
Charlotte Miller | Leavers 2 | Case Study | Answer | Letter |
XYZ Pension and Life Assurance Scheme (CAT B)
Case Study | Exam | Number Crunching | Answer | Taking 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 Study | Exam | Number Crunching | Answer | Taking 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 Study | Exam | Number Crunching | Answer | Taking 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 2 | Case Study | Answer | Letter |