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 |
Dmitry Ivanov | TVIN | Case Study | Answer | Letter |
Gretal Lindstrom | TVIN | Case Study | Answer | Letter |
Grace Clark | TVOUT | Case Study | Answer | Letter |
Henry Harris | TVOUT | Case Study | Answer | Letter |
RST Pension Scheme
Case Study | Exam | Number Crunching | Answer | Taking Action |
Aoife Murphy | TVIN | Case Study | Answer | Letter |
Caspian Aldridge | TVIN | Case Study | Answer | Letter |
Harper Anderson | TVOUT | Case Study | Answer | Letter |
Matthew Wright | TVOUT | Case Study | Answer | Letter |
OPQ Retirement Death Benefits Plan
Case Study | Exam | Number Crunching | Answer | Taking Action |
Alejandro Garcia | TVIN | Case Study | Answer | Letter |
Imogen Faraday | TVIN | Case Study | Answer | Letter |
Priya Sharma | TVOUT | Case Study | Answer | Letter |
Nicolas Dupont | TVOUT | Case Study | Answer | Letter |
Charles Moore | TVOUT | Case Study | Answer | Letter |
Isabella Brown | TVOUT | Case Study | Answer | Letter |