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 |
| Alison Banks | Retirements 1 | Case Sudy | Answer | Letter |
| Spencer Moore | Retirements 1 | Case Study | Answer | Letter |
| Annabel Cohen | Retirements 2 | Case Study | Answer | Answer |
| Patricia Wilson | Retirements 2 | Case Study | Answer | Letter |
| William Charlton | Retirements 2 | Case Study | Answer | Letter |
XYZ Pensions and Life Assurance Scheme (CAT B)
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Joseph Ball | Retirements 1 | Case Study | Answer | Letter |
| Lorna Hurst | Retirements 1 | Case Study | Answer | Letter |
| Beverley Stiles | Retirements 2 | Case Study | Answer | Letter |
| Petula Peters | Retirements 2 | Case Study | Answer | Letter |
| Robin Hunt | Retirements 2 | Case Study | Answer | Letter |
RST Pension Scheme
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Anna Thomson | Retirements 1 | Case Study | Answer | Letter |
| Martin Lillee | Retirements 1 | Case Study | Answer | Letter |
| Abigail Marsh | Retirements 2 | Case Study | Answer | Letter |
| Jeremy Chappell | Retirements 2 | Case Study | Answer | Letter |
| Lucy Walters | Retirements 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
| Case Study | Exam | Number Crunching | Answer | Taking Action |
| Amy Frazier | Retirements 1 | Case Study | Answer | Letter |
| Sabrina Ali | Retirements 1 | Case Study | Answer | Letter |
| Eric Foreman | Retirements 2 | Case Study | Answer | Letter |
| Michelle Liston | Retirements 2 | Case Study | Answer | Letter |
| Ricardo Holmes | Retirements 2 | Case Study | Answer | Letter |
