Number Crunching and Taking Action - 2025/26 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





Dmitry Ivanov 
TVINCase Study
Answer
Letter
Gretal Lindstrom 
TVINCase Study
Answer
Letter
Grace Clark 
TVOUTCase Study
Answer
Letter
Henry Harris 
TVOUTCase Study
Answer
Letter


RST Pension Scheme

Case Study
Exam
Number CrunchingAnswerTaking Action





Aoife Murphy 
TVINCase Study
Answer
Letter
Caspian Aldridge 
TVINCase Study
Answer
Letter
Harper Anderson 
TVOUTCase Study
Answer
Letter
Matthew Wright 
TVOUTCase Study
Answer
Letter


OPQ Retirement Death Benefits Plan

Case Study
Exam
Number CrunchingAnswerTaking Action





Alejandro Garcia 
TVINCase Study
Answer
Letter
Imogen Faraday 
TVINCase Study
Answer
Letter
Priya Sharma 
TVOUTCase Study
Answer
Letter
Nicolas Dupont 
TVOUTCase Study
Answer
Letter
Charles Moore 
TVOUTCase Study
Answer
Letter
Isabella Brown 
TVOUTCase Study
Answer
Letter