TPR Executive Pension Scheme (PO-4827)

Complaint summary

Mr Evans complains that his fellow trustee, Mr Robert Evans, has failed to co-operate with requests to sign a form which would enable him to transfer his pension benefits to another company.

Summary of the Ombudsman’s determination and reasons

The complaint should be upheld against Robert Evans because:

• the evidence supports the Applicant’s contention that Robert Evans failed to sign the relevant documentation; and
• the respondent has not provided any compelling reasons why, despite having been contacted on a number of occasions, he did not sign the transfer forms.