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 |
Charles Melon | Retirements 1 | Case Study | Answer | Letter |
Cynthia Plum | Retirements 1 | Case Study | Answer | Letter |
Adrian Cherry | Retirements 2 | Case Study | Answer | Letter |
Alfred Peach | Retirements 2 | Case Study | Answer | Letter |
Jeffrey Lemon | Retirements 2 | Case Study | Answer | Letter |
XYZ Pensions and Life Assurance Scheme (CAT B)
Case Study | Exam | Number Crunching | Answer | Taking Action |
Jessica Beech | Retirements 1 | Case Study | Answer | Letter |
Percival Willow | Retirements 1 | Case Study | Answer | Letter |
Andrew Redwood | Retirements 2 | Case Study | Answer | Letter |
Brian Spruce | Retirements 2 | Case Study | Answer | Letter |
Ruth Birch | Retirements 2 | Case Study | Answer | Letter |
RST Pension Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Emily Pope | Retirements 1 | Case Study | Answer | Letter |
James Bishop | Retirements 1 | Case Study | Answer | Letter |
Adrian Archdeacon | Retirements 2 | Case Study | Answer | Letter |
Jane Priest | Retirements 2 | Case Study | Answer | Letter |
Naomi Abbot | Retirements 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
Case Study | Exam | Number Crunching | Answer | Taking Action |
Lorraine Randall | Retirements 1 | Case Study | Answer | Letter |
Peter Knott | Retirements 1 | Case Study | Answer | Letter |
Andrew Edrich | Retirements 2 | Case Study | Answer | Letter |
Denis Underwood | Retirements 2 | Case Study | Answer | Letter |
Helen Snow | Retirements 2 | Case Study | Answer | Letter |