Retirements Revision Pages


Number Crunching and Taking Action - 2021/22 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





Martha HendersonRetirements 1Case Study
Answer
Letter
Mitchell HetaRetirements 1Case Study
Answer
Letter
Bert NentjesRetirements 2Case Study
Answer
Letter
Georgina DolanRetirements 2Case Study
Answer
Letter
Paul SedlacekRetirements 2Case Study
Answer
Letter


XYZ Pensions and Life Assurance Scheme (CAT B)

Case Study
Exam
Number CrunchingAnswerTaking Action





James WhiteRetirements 1Case Study
Answer
Letter
Laura BlackRetirements 1Case Study
Answer
Letter
Arthur Brown Retirements 2Case Study
Answer
Letter
Catherine PinkRetirements 2Case Study
Answer
Letter
Victor GreenRetirements 2Case Study
Answer
Letter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Beatrice De SousaRetirements 1Case Study
Answer
Letter
Michael SchindlerRetirements 1Case Study
Answer
Letter
Julie GurneyRetirements 2Case Study
Answer
Letter
Lewis PetersenRetirements 2Case Study
Answer
Letter
Warren RydzRetirements 2Case Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case Study
Exam
Number CrunchingAnswerTaking Action





Anne LawrensonRetirements 1Case Study
Answer
Letter
James O'LearyRetirements 1Case Study
Answer
Letter
Daniel BonnerRetirements 2Case Study
Answer
Letter
Lisa AldridgeRetirements 2Case Study
Answer
Letter
Stephanie QuinnRetirements 2Case Study
Answer
Letter