September 2019 / September 2020 Examination Series Revision Documentation


All Modules


The 2019-2020 Case Studies below are based on the Scheme Booklets and Tables of Factors that were used for the September 2019 and September 2020 examinations (please note that the September 2020 examinations were actually the March 2020 examinations, as these were postponed due to Covid-19).


XYZ Pension and Life Assurance Scheme Booklet(reviewed May 2019)  

RST Pension Scheme(reviewed May 2019)

OPQ Retirement & Death Benefits Plan Booklet(reviewed May 2019)

Tables of Factors(reviewed May 2019)

Key Features Document(reviewed May 2019)


Deaths


XYZ Pension and Life Assurance Scheme (CAT A)

Case StudyExamNumber CrunchingAnswerTaking Action





Huw DaviesDeaths 1Case StudyAnswerLetter
Marie DupelleDeaths 1Case StudyAnswerLetter
Lawrence JonesDeaths 1Case StudyAnswerLetter
Sara RaniDeaths 1Case StudyAnswerLetter
Shelley BrownDeaths 2Case StudyAnswerLetter
Pedro FernandezDeaths 2Case StudyAnswerLetter
Lui YingDeaths 2Case StudyAnswerLetter


XYZ Pension and Life Assurance Scheme (CAT B)

Case StudyExamNumber CrunchingAnswerTaking Action





Sarah BeanDeaths 1Case StudyAnswerLetter
Henry BootDeaths 1Case StudyAnswerLetter
Rina PurmaDeaths 1Case StudyAnswerLetter
Neil JonesDeaths 2Case StudyAnswerLetter
Alex SinghDeaths 2Case StudyAnswerLetter
Dio ThuanDeaths 2Case StudyAnswerLetter
Xia YunnanDeaths 2Case StudyAnswerLetter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





Anneke AndersDeaths 1Case StudyAnswerLetter
Ron BakerDeaths 1Case StudyAnswerLetter
Tina SmithDeaths 1Case StudyAnswerLetter
John TaylorDeaths 1Case StudyAnswerLetter
Andre BernadoDeaths 2Case StudyAnswerLetter
Danielle LiamDeaths 2Case StudyAnswerLetter
Juan MiguelDeaths 2Case StudyAnswerLetter


OPQ Retirement & Death Benefits Plan

Case StudyExamNumber CrunchingAnswerTaking Action





Robyn HughesDeaths 1Case StudyAnswerLetter
Rajesh HussenDeaths 1Case StudyAnswerLetter
Gabriella RodriguezDeaths 1Case StudyAnswerLetter
Petra KhanDeaths 2Case StudyAnswerLetter
Pam McGavinDeaths 2Case StudyAnswerLetter
Paulo SamosDeaths 2Case StudyAnswerLetter


Retirements


XYZ Pension and Life Assurance Scheme (CAT A)

Case Study
Exam
Number CrunchingAnswerTaking Action





Micheal ThorburnRetirements 1Case StudyAnswerLetter
Bethany ReardonRetirements 2Case StudyAnswerLetter
Frederick HigginsRetirements 2Case StudyAnswerLetter
Gemma SpencerRetirements 2Case StudyAnswerLetter
Mensur WerbenuikRetirements 2Case StudyAnswerLetter


XYZ Pension and Life Assurance Scheme (CAT B)

Case Study
Exam
Number CrunchingAnswerTaking Action





Julio CalzagheRetirements 1Case StudyAnswerLetter
Arthur LeonardRetirements 1Case StudyAnswerLetter
Angela MinterRetirements 2Case StudyAnswerLetter
Cuthbert HearnsRetirements 2Case StudyAnswerLetter
Venessa SibsonRetirements 2Case StudyAnswerLetter


RST Pension Scheme

Case Study
Exam
Number CrunchingAnswerTaking Action





Bernard CallaghanRetirements 1Case StudyAnswerLetter
Josephine SherwoodRetirements 1Case StudyAnswerLetter
Jane BarnesRetirements 2Case StudyAnswerLetter
Jason BlissetRetirements 2Case StudyAnswerLetter
Sarah JacketRetirements 2Case StudyAnswerLetter


OPQ Retirement & Death Benefits Plan

Case Study
Exam
Number CrunchingAnswerTaking Action





Mavis ClaytonRetirements 1Case StudyAnswerLetter
Agatha SuljovicRetirements 2Case StudyAnswerLetter
Arthur NoppertRetirements 2Case StudyAnswerLetter
James BuntingRetirements 2Case StudyAnswerLetter
Peter CrossRetirements 2Case StudyAnswerLetter


Leavers

XYZ Pension and Life Assurance Scheme (CAT A)

Case Study
Exam
Number CrunchingAnswerTaking Action





Kathryn RichardsonLeavers 1Case StudyAnswerLetter
Daniel PooleLeavers 1Case StudyAnswerLetter
Simon TinsleyLeavers 2Case StudyAnswerLetter
Olivia WellsLeavers 2Case StudyAnswerLetter


XYZ Pension and Life Assurance Scheme (CAT B)

Case Study
Exam
Number CrunchingAnswerTaking Action





Raymond JohnsonLeavers 1Case StudyAnswerLetter
Joanne AshtonLeavers 2Case StudyAnswerLetter
Lucy BakerLeavers 2Case StudyAnswerLetter
Richard MacGregorLeavers 2Case StudyAnswerLetter


RST Pension Scheme

Case Study
Exam
Number CrunchingAnswerTaking Action





Peter HughesLeavers 1Case StudyAnswerLetter
John WilliamsLeavers 1Case StudyAnswerLetter
Francoise BonnayLeavers 2Case StudyAnswerLetter
Aditi JoshiLeavers 2Case StudyAnswerLetter
George MilnerLeavers 2Case StudyAnswerLetter
Ken TanakaLeavers 2Case StudyAnswerLetter


OPQ Retirement & Death Benefits Plan

Case Study
Exam
Number CrunchingAnswerTaking Action





Joshua KirkLeavers 1Case StudyAnswerLetter
Jacob ThompsonLeavers 1Case StudyAnswerLetter
Grace HarrisonLeavers 2Case StudyAnswerLetter
Maria ThomasLeavers 2Case StudyAnswerLetter

 


Transfers

XYZ Pension and Life Assurance Scheme 

Case StudyExamNumber CrunchingAnswerTaking Action





Peter PeacockTVINCase StudyAnswerLetter
Dawn LedgerTVINCase StudyAnswerLetter
Aditi SinghTVOUTCase StudyAnswerLetter
Paul HartlandTVOUTCase StudyAnswerLetter


RST Pension Scheme

Case StudyExamNumber CrunchingAnswerTaking Action





John JacobsTVINCase StudyAnswerLetter
Joanna ScottTVINCase StudyAnswerLetter
Sonja DeloiseTVOUTCase StudyAnswerLetter
Howard WilliamsTVOUTCase StudyAnswerLetter


OPQ Retirement & Death Benefits Plan

Case StudyExamNumber CrunchingAnswerTaking Action





Ravi GanatraTVINCase StudyAnswerLetter
Jackie TrentTVINCase StudyAnswerLetter
Dominica StoltzTVOUTCase StudyAnswerLetter
Simon GoldbrookTVOUTCase StudyAnswerLetter
Dan FentonTVOUTCase StudyAnswerLetter
Hayley FinleyTVOUTCase StudyAnswerLetter