Number Crunching and Taking Action - 2022/23 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





Charles Melon
Retirements 1Case Study
Answer
Letter
Cynthia PlumRetirements 1Case Study
Answer
Letter
Adrian CherryRetirements 2Case Study
Answer
Letter
Alfred PeachRetirements 2Case Study
Answer
Letter
Jeffrey LemonRetirements 2Case Study
Answer
Letter


XYZ Pensions and Life Assurance Scheme (CAT B)

Case Study
Exam
Number CrunchingAnswerTaking Action





Jessica BeechRetirements 1Case Study
Answer
Letter
Percival WillowRetirements 1Case Study
Answer
Letter
Andrew RedwoodRetirements 2Case Study
Answer
Letter
Brian SpruceRetirements 2Case Study
Answer
Letter
Ruth BirchRetirements 2Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Emily PopeRetirements 1Case Study
Answer
Letter
James BishopRetirements 1Case Study
Answer
Letter
Adrian ArchdeaconRetirements 2Case Study
Answer
Letter
Jane PriestRetirements 2Case Study
Answer
Letter
Naomi AbbotRetirements 2Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case Study
Exam
Number CrunchingAnswerTaking Action





Lorraine RandallRetirements 1Case Study
Answer
Letter
Peter KnottRetirements 1Case Study
Answer
Letter
Andrew EdrichRetirements 2Case Study
Answer
Letter
Denis UnderwoodRetirements 2Case Study
Answer
Letter
Helen SnowRetirements 2Case Study
Answer
Letter