Leavers Revision Pages

Number Crunching and Taking Action - 2024/25 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





Ophelia CarterLeavers 1Case Study
Answer
Letter
Runako MoyoLeavers 1Case Study
Answer
Letter
Emma CooperLeavers 2Case Study
Answer
Letter
Fahriye BataLeavers 2Case Study
Answer
Letter
Kenneth SmithLeavers 2Case Study
Answer
Letter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Ben ThomasLeavers 1
Case Study
Answer
Letter
Alicia BradburyLeavers 2
Case Study
Answer
Letter
Barnaby WilliamsLeavers 2
Case Study
Answer
Letter
Kartika PerbesiLeavers 2Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Danyar AlievLeavers 1
Case Study
Answer
Letter
David RichardsonLeavers 1
Case Study
Answer
Letter
Donya SadeghiLeavers 2
Case Study
Answer
Letter
Heather TibotLeavers 2
Case Study
Answer
Letter
Jocelyn YarrellLeavers 2
Case Study
Answer
Letter
Patrick SawingsLeavers 2
Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case StudyExamNumber CrunchingAnswerTaking Action





Achim WagnerLeavers 1
Case Study
Answer
Letter
Edward ChallengerLeavers 1
Case Study
Answer
Letter
Esther De La NoyeLeavers 2
Case Study
Answer
Letter
Matthew ParishLeavers 2
Case Study
Answer
Letter
Olivia GoslingLeavers 2Case Study
Answer
Letter