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 Crunching | Answer | Taking Action |
| Martha Henderson | Retirements 1 | Case Study | Answer | Letter |
| Mitchell Heta | Retirements 1 | Case Study | Answer | Letter |
| Bert Nentjes | Retirements 2 | Case Study | Answer | Letter |
| Georgina Dolan | Retirements 2 | Case Study | Answer | Letter |
| Paul Sedlacek | Retirements 2 | Case Study | Answer | Letter |
XYZ Pensions and Life Assurance Scheme (CAT B)
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| James White | Retirements 1 | Case Study | Answer | Letter |
| Laura Black | Retirements 1 | Case Study | Answer | Letter |
| Arthur Brown | Retirements 2 | Case Study | Answer | Letter |
| Catherine Pink | Retirements 2 | Case Study | Answer | Letter |
| Victor Green | Retirements 2 | Case Study | Answer | Letter |
RST Pension Scheme
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Beatrice De Sousa | Retirements 1 | Case Study | Answer | Letter |
| Michael Schindler | Retirements 1 | Case Study | Answer | Letter |
| Julie Gurney | Retirements 2 | Case Study | Answer | Letter |
| Lewis Petersen | Retirements 2 | Case Study | Answer | Letter |
| Warren Rydz | Retirements 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Anne Lawrenson | Retirements 1 | Case Study | Answer | Letter |
| James O'Leary | Retirements 1 | Case Study | Answer | Letter |
| Daniel Bonner | Retirements 2 | Case Study | Answer | Letter |
| Lisa Aldridge | Retirements 2 | Case Study | Answer | Letter |
| Stephanie Quinn | Retirements 2 | Case Study | Answer | Letter |
