Transfers In and Out Revision Pages


Number Crunching and Taking Action


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.

XYZ Pension and Life Assurance Scheme

Case StudyNumber CrunchingAnswerTaking Action




Lucia AguayoCase Study
Answer
Letter
Leslie EdgarCase Study
Answer
Letter
Anika HannCase Study
Answer
Letter
Callum SmithCase Study
Answer
Letter


RST Career Average Earnings Scheme

Case StudyNumber CrunchingAnswerTaking Action




Lola AmbroseCase Study
Answer
Letter
Amy BeringerCase Study
Answer
Letter
Li WeiCase Study
Answer
Letter
Adam WilsonCase Study
Answer
Letter


OPQ Retirement and Death Benefits Plan

Case StudyNumber CrunchingAnswerTaking Action




Hector AguirreCase Study
Answer
Letter
Maribel BlanchetCase Study
Answer
Letter
Paul EvansCase Study
Answer
Letter
Sophie JacksonCase Study
Answer
Letter
Alberado SantosCase Study
Answer
Letter
Margaret SmithCase Study
Answer
Letter