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BERKELEY BURKE AND PENSION MIS-SELLING
Many people were advised (either by a regulated Independent Financial Adviser, or by an unregulated introducer) to transfer their pension into a SIPP: A Self Invested Personal Pension with Berkley Burke.
Like all SIPPs, Berkley Burke SIPPs can hold a wide range of investments, including HIGH-RISK and UNREGULATED investments, which should only be sold to people who either earn enough money to run those risks (Over £100k per year) or people with “Sophisticated Investor” status.
But when people who aren’t High-Net Worth Individuals, or Sophisticated Investors end up in Berkley Burke SIPPs with high-risk investments, it can spell disaster, often leading to pension funds losing tens-of-thousands and devastated retirement plan.
In 2014, the Financial Ombudsman Service found Berkeley Burke had failed to perform sufficient due-diligence in allowing a client to invest in a high-risk investment: Sustainable AgroEnergy.
Berkeley Burke tried to appeal the decision through a Judicial Review, but lost the case on the 30th October 2018, meaning that it may be held accountable if found to have failed with due diligence in other unsuitable SIPP cases.
There are many high-risk investments that have been linked to Berkeley Burke, including but not limited to:
We’ve won SIPP claims relating to Berkeley Burke before!
We’ve rescued money from negligent advice cases where the IFA used Berkeley Burke
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Who can make a claim?
Short answer: People who have taken negligent financial advice to setup a Berkeley Burke SIPP and make high-risk investments.
The advice may be negligent if you don’t fit any of the following descriptions:
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