Transfers In and Out Revision Pages


Number Crunching and Taking Action - 2021/22 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





Jiang LiTVINCase Study
Answer
Letter
Vanessa YorkTVINCase Study
Answer
Letter
Lexi BarnesTVOUTCase Study
Answer
Letter
Zachary BombellesTVOUTCase Study
Answer
Letter


RST Pension Scheme

Case Study
Exam
Number CrunchingAnswerTaking Action





Joe PerryTVINCase Study
Answer
Letter
Katoe AmbroseTVINCase Study
Answer
Letter
Nuria RibaTVOUTCase Study
Answer
Letter
Kenneth NorrisTVOUTCase Study
Answer
Letter


OPQ Retirement & Death Benefits Plan

Case Study
Exam
Number CrunchingAnswerTaking Action





Saul RabellinoTVINCase Study
Answer
Letter
Angelina FlowersTVINCase Study
Answer
Letter
Sara ThorntonTVOUTCase Study
Answer
Letter
Haru OdaTVOUTCase Study
Answer
Letter
Luke PateTVOUTCase Study
Answer
Letter
Lucille PicardTVOUTCase Study
Answer
Letter