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 |
Frederick Krcmar | Retirements 1 | Case Study | Answer | Letter |
Jessica Rock | Retirements 1 | Case Study | Answer | Letter |
Basil Lukeman | Retirements 2 | Case Study | Answer | Letter |
Elsie Searle | Retirements 2 | Case Study | Answer | Letter |
Henry Beaton | Retirements 2 | Case Study | Answer | Letter |
XYZ Pensions and Life Assurance Scheme (CAT B)
Case Study | Exam | Number Crunching | Answer | Taking Action |
Ruby-Jane Rodriguez | Retirements 1 | Case Study | Answer | Letter |
Rusty-John Rodriguez | Retirements 1 | Case Study | Answer | Letter |
Rosy-Jess Rodriguez | Retirements 2 | Case Study | Answer | Letter |
Rowby-Jake Rodriguez | Retirements 2 | Case Study | Answer | Letter |
Roxy-Jade Rodriguez | Retirements 2 | Case Study | Answer | Letter |
RST Pension Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Gillian Ashton | Retirements 1 | Case Study | Answer | Letter |
Sean Greaves | Retirements 1 | Case Study | Answer | Letter |
Bert Turner | Retirements 2 | Case Study | Answer | Letter |
Brian Winstanley | Retirements 2 | Case Study | Answer | Letter |
Michelle Sherrock | Retirements 2 | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
Case Study | Exam | Number Crunching | Answer | Taking Action |
Dirk Noppert | Retirements 1 | Case Study | Answer | Letter |
Lucy Searle | Retirements 1 | Case Study | Answer | Letter |
Arthur Wade | Retirements 2 | Case Study | Answer | Letter |
Stefan Ratajski | Retirements 2 | Case Study | Answer | Letter |
Stephanie Humphries | Retirements 2 | Case Study | Answer | Letter |