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 |
Chang Wu | TVIN | Case Study | Answer | Letter |
Isabella Serrano | TVIN | Case Study | Answer | Letter |
Emma Walters | TVOUT | Case Study | Answer | Letter |
Samuel Kerr | TVOUT | Case Study | Answer | Letter |
RST Pension Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Patrick Davidson | TVIN | Case Study | Answer | Letter |
Catia Silva | TVIN | Case Study | Answer | Letter |
Penelope Nelson | TVOUT | Case Study | Answer | Letter |
Forbes Cameron | TVOUT | Case Study | Answer | Letter |
OPQ Retirement & Death Benefits Plan
Case Study | Exam | Number Crunching | Answer | Taking Action |
Mattis Kappel | TVIN | Case Study | Answer | Letter |
Jasmine Taylor | TVIN | Case Study | Answer | Letter |
Siobhan Kelly | TVOUT | Case Study | Answer | Letter |
Dae Seong | TVOUT | Case Study | Answer | Letter |
Claude Cartier | TVOUT | Case Study | Answer | Letter |
Rosalie Dupont | TVOUT | Case Study | Answer | Letter |