For Number Crunching:
Take a look at an individual Case Study from the Number Crunching column.
Calculate the TRANSFER 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 TRANSFER 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
Case Study | Exam | Number Crunching | Answer | Taking Action |
Ian Fisher | TVIN | Case Study | Answer | Letter |
Sarah Dance | TVIN | Case Study | Answer | Letter |
Nicola Padgett | TVOUT | Case Study | Answer | Letter |
Paul Noakes | TVOUT | Case Study | Answer | Letter |
RST Pension Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Daniel Smyth | TVIN | Case Study | Answer | Letter |
Leonie Bauer | TVIN | Case Study | Answer | Letter |
Bryson Miller | TVOUT | Case Study | Answer | Letter |
Isabella Williams | TVOUT | Case Study | Answer | Letter |
OPQ Retirement Death Benefits Plan
Case Study | Exam | Number Crunching | Answer | Taking Action |
Alison Bradshaw | TVIN | Case Study | Answer | Letter |
Ashton Kelly | TVIN | Case Study | Answer | Letter |
Camille Rochefort | TVOUT | Case Study | Answer | Letter |
Carmen Perez | TVOUT | Case Study | Answer | Letter |
Johannes Kallio | TVOUT | Case Study | Answer | Letter |
Vikram Bahri | TVOUT | Case Study | Answer | Letter |