Number Crunching and Taking Action - 2022/23 Case Studies


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 CrunchingAnswerTaking Action





Chang WuTVINCase Study
Answer
Letter
Isabella SerranoTVINCase Study
Answer
Letter
Emma WaltersTVOUTCase Study
Answer
Letter
Samuel KerrTVOUTCase Study
Answer
Letter


RST Pension Scheme

Case Study
Exam
Number CrunchingAnswerTaking Action





Patrick DavidsonTVINCase Study
Answer
Letter
Catia SilvaTVINCase Study
Answer
Letter
Penelope NelsonTVOUTCase Study
Answer
Letter
Forbes CameronTVOUTCase Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case Study
Exam
Number CrunchingAnswerTaking Action





Mattis KappelTVINCase Study
Answer
Letter
Jasmine TaylorTVINCase Study
Answer
Letter
Siobhan KellyTVOUTCase Study
Answer
Letter
Dae SeongTVOUTCase Study
Answer
Letter
Claude CartierTVOUTCase Study
Answer
Letter
Rosalie DupontTVOUTCase Study
Answer
Letter