Number Crunching and Taking Action - 2023/24 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





Ian FisherTVINCase Study
Answer
Letter
Sarah DanceTVINCase Study
Answer
Letter
Nicola PadgettTVOUTCase Study
Answer
Letter
Paul NoakesTVOUTCase Study
Answer
Letter


RST Pension Scheme

Case Study
Exam
Number CrunchingAnswerTaking Action





Daniel SmythTVINCase Study
Answer
Letter
Leonie BauerTVINCase Study
Answer
Letter
Bryson MillerTVOUTCase Study
Answer
Letter
Isabella WilliamsTVOUTCase Study
Answer
Letter


OPQ Retirement Death Benefits Plan

Case Study
Exam
Number CrunchingAnswerTaking Action





Alison BradshawTVINCase Study
Answer
Letter
Ashton KellyTVINCase Study
Answer
Letter
Camille RochefortTVOUTCase Study
Answer
Letter
Carmen PerezTVOUTCase Study
Answer
Letter
Johannes KallioTVOUTCase Study
Answer
Letter
Vikram BahriTVOUTCase Study
Answer
Letter