Financial Losses With Organic Investment Management

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High-Risk Investment Fears Prompt FCA to Act

The Financial Conduct Authority (FCA) have raised concerns over unrated and potentially high risk investments that Organic Investment Management advised their customers to make.

This resulted in the FCA restricting the permission of Organic Investment Management in December 2018. The company can no longer carry out regulated activities and have now fallen into Administration.

Many people were advised by Organic Investment Management to use a Self Invested Personal Pension (SIPP) to invest significant levels of pension money into a series of high risk and unregulated funds and bonds. These have now been suspended because the assets held within them cannot be accurately valued.

This could lead to customers of Organic Investment Management suffering high levels of loss on pensions and investments made through the company.

If this affects you, then Neglect Assist may be able to help you pursue a No Win, No Fee claim for compensation to recover your losses. Please call us on 0208 870 7849 for free and without obligation advice.

Failings Of Organic Wealth Management

As a company whose business activities are authorised and regulated by the FCA, Organic Investment Management are subject to strict professional standards.

They must abide by rules and regulations prescribed by the FCA. Breaches of these provisions could mean that they are held responsible financial losses that follow.

We believe that Organic Investment Management may have breached several important, fundamental regulatory rules prescribed by the FCA with regards to the dealings they have had with customers.

The company were issued with numerous warnings over inadequate compliance. The FCA commented;

the exposure of…portfolios to illiquid, potentially high risk, assets was identified as a particular concern

Furthermore, the Financial Ombudsman Service has previously stated that businesses such as Organic Wealth Management have a duty to warn customers not to proceed with unsuitable SIPP investments. They should therefore take into account the personal circumstances of each individual customer. We feel there are numerous situations where this may not have not occurred.

If you have suffered financial loss as a result of investing or transferring a pension with Organic Wealth Management then, please call us on 0208 870 7849 for free and without obligation advice.

Many thanks for the work in settling my claim. I will recommend you.

Why Choose Us?

  • We have over 15 years’ specialist experience in financial services professional negligence with a team of lawyers working exclusively on these cases.
  • You only normally get one shot at making a pension or investment mis-selling claim.  If it is not done properly it can be rejected.  It is important you submit the right evidence, presented in the right way and emphasising important points.  Unlike claims submitted to the Ombudsman who only uphold up to 60% of pension and investment complaints*, if we take your case on and it is within time limits, we are successful in over 95% of our cases.
  • We only operate on a “no win, no fee” basis.  If you are not successful you do not pay us a penny.
  • We are leaders in pension and investment negligent law and are frequently asked by newspapers, TV and radio for commentary on this area of law.  We also give lectures on our specialist work to other lawyers.
  • We are pursuing several ground-breaking group claims.  One such case was Adams v Options SIPP.  Hundreds of our clients had their pensions defrauded by unregulated introducers and advisers.  These advisers had disappeared with the money and the Ombudsman had rejected many complaints because these advisers were unregulated.  We pursued claims against the self-invested personal pension (SIPP) operators for failing to make proper checks on these introducers and other regulatory breaches.  After years of fighting, including losing the first court case, we persuaded the Court of Appeal these pension operators were liable.  Thousands of pensioners have been able to recover their lost pensions as a result.
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Mis-selling or mis-management by a SIPP Operator?

Have you suffered financial losses on a SIPP operated by a SIPP operator? If so, then you may have grounds for bringing a No Win No Fee claim.

Some SIPP operators have entered into dealings with third party advisers who are not authorised and regulated by the Financial Conduct Authority to give pension or investment advice. This is despite their regulatory body publishing alerts and giving warnings against such actions.

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Mis-sold or mis-managed investment or pension?

  • You were sold an investment without having been properly advised of the risks
  • Your personal circumstances or attitude to risk wasn’t properly considered
  • You were sold a SIPP or poor returning annuity
  • You were advised to invest all or most of your savings into a single investment
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