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 |
Madison Clarke | Leavers 1 | Case Study | Answer | Letter |
Diego Molina | Leavers 2 | Case Study | Answer | Letter |
Naomi Hughes | Leavers 2 | Case Study | Answer | Letter |
George Russell | Leavers 2 | Case Study | Answer | Letter |
Lina Geelen | Leavers 2 | Case Study | Answer | Letter |
XYZ Pension and Life Assurance Scheme (CAT B)
Case Study | Exam | Number Crunching | Answer | Taking Action |
Lucas Hunter | Leavers 1 | Case Study | Answer | Letter |
Lara Vinke | Leavers 2 | Case Study | Answer | Letter |
Binita Khatri | Leavers 2 | Case Study | Answer | Letter |
Timothy Jackson | Leavers 2 | Case Study | Answer | Letter |
RST Pension Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Soren Fleming | Leavers 1 | Case Study | Answer | Letter |
Emmett Appleton | Leavers 1 | Case Study | Answer | Letter |
Evie Jones | Leavers 2 | Case Study | Answer | Letter |
Mia Weber | Leavers 2 | Case Study | Answer | Letter |
Tom Ross | Leavers 2 | Case Study | Answer | Letter |
Anna Sutherland | Leavers 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
Case Study | Exam | Number Crunching | Answer | Taking Action |
Amari Oladipo | Leavers 1 | Case Study | Answer | Letter |
Colin Black | Leavers 1 | Case Study | Answer | Letter |
Stefan Berger | Leavers 2 | Case Study | Answer | Letter |
Daisy White | Leavers 2 | Case Study | Answer | Letter |
Olivia Shaw | Leavers 2 | Case Study | Answer | Letter |