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.
XYZ Pension and Life Assurance Scheme (CAT A)
| Case Study | Number Crunching | Answer | Taking Action |
| Elizabeth Bannister | Case Study | Answer | Letter |
| Lawrence Landy | Case Study | Answer | Letter |
| Lorna Bayi | Case Study | Answer | Letter |
| Martina Elliot | Case Study | Answer | Letter |
| Stephen Walker | Case Study | Answer | Letter |
XYZ Pensions and Life Assurance Scheme (CAT B)
| Case Study | Number Crunching | Answer | Taking Action |
| Angela Rose | Case Study | Answer | Letter |
| Arthur Simmons | Case Study | Answer | Letter |
| James Bedford | Case Study | Answer | Letter |
| Jane Foster | Case Study | Answer | Letter |
| Mark Goater | Case Study | Answer | Letter |
RST Career Average Earnings Scheme
| Case Study | Number Crunching | Answer | Taking Action |
| Christopher Beattie | Case Study | Answer | Letter |
| Jessica Mariner | Case Study | Answer | Letter |
| Paula Mills | Case Study | Answer | Letter |
| Samuel Wark | Case Study | Answer | Letter |
| Stanley Osborne | Case Study | Answer | Letter |
OPQ Retirement and Death Benefits Plan
| Case Study | Number Crunching | Answer | Taking Action |
| Amy Rees | Case Study | Answer | Letter |
| Jane Wilson | Case Study | Answer | Letter |
| Joseph Deller | Case Study | Answer | Letter |
| Petula Bristow | Case Study | Answer | Letter |
| Stephen Lowe | Case Study | Answer | Letter |
