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Berkeley Burke SIPP (PO-8922)

Complainant: Mrs Y
Complaint Topic: Breach of trust
Ref: PO-8922
Outcome: Not upheld
Respondent: Berkeley Burke
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mrs Y’s complaint and no further action is required by Berkeley Burke

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

Complaint summary

Mrs Y has complained that Berkeley Burke failed to supply her with her client file and failed in their duty of care to her in that they did not carry out proper due diligence with regard to her proposed investment in GFI Teak.

She asks for a full refund of all fees, a full refund of the money she transferred in to the SIPP together with interest, and further redress for the distress and inconvenience she has been caused.

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