LPH Executive Pension Scheme (PO-12354)

Ombudsman’s Determination

Outcome

Mr T’s complaint is upheld and to put matters right Mr Howard shall sign the relevant change of address, share indemnity and investment transfer documents that are required to facilitate Mr T’s transfer from the Scheme into his self-invested personal pension (SIPP).

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr T has complained that Mr Howard has breached his duties as Trustee by repeatedly refusing to sign documents which would allow him to transfer his share of the Scheme to a SIPP.

In bringing his complaint to this Office, Mr T is being represented by Barnett Waddingham.