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 RETIREMENT 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 RETIREMENT 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 CrunchingAnswerTaking Action





Frederick KrcmarRetirements 1Case Study
Answer
Letter
Jessica RockRetirements 1Case Study
Answer
Letter
Basil LukemanRetirements 2Case Study
Answer
Letter
Elsie SearleRetirements 2Case Study
Answer
Letter
Henry BeatonRetirements 2Case Study
Answer
Letter


XYZ Pensions and Life Assurance Scheme (CAT B)

Case Study
Exam
Number CrunchingAnswerTaking Action





Ruby-Jane RodriguezRetirements 1Case Study
Answer
Letter
Rusty-John RodriguezRetirements 1Case Study
Answer
Letter
Rosy-Jess RodriguezRetirements 2Case Study
Answer
Letter
Rowby-Jake RodriguezRetirements 2Case Study
Answer
Letter
Roxy-Jade RodriguezRetirements 2Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Gillian AshtonRetirements 1Case Study
Answer
Letter
Sean GreavesRetirements 1Case Study
Answer
Letter
Bert TurnerRetirements 2Case Study
Answer
Letter
Brian WinstanleyRetirements 2Case Study
Answer
Letter
Michelle SherrockRetirements 2Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case Study
Exam
Number CrunchingAnswerTaking Action





Dirk NoppertRetirements 1Case Study
Answer
Letter
Lucy SearleRetirements 1Case Study
Answer
Letter
Arthur WadeRetirements 2Case Study
Answer
Letter
Stefan RatajskiRetirements 2Case Study
Answer
Letter
Stephanie HumphriesRetirements 2Case Study
Answer
Letter