Mr W from Gwent

MR W had a final salary pension scheme with a transfer value of around £107,000. This represented all of his retirement savings and he was dependent upon this money to fund his future retirement. With this in mind, he did not want to place the fund at any risk.

He was informed that a better level of return could be achieved by transferring the full amount to a Self Invested Personal Pension (SIPP) administered by Berkeley Burke. He was inexperienced with pension matters and was therefore completely reliant upon the advice received. He agreed to make the transfer based upon the strength of the recommendation received, and the SIPP was then used to invest into storage pods.

This was in fact completely contrary to Mr W’s requirement for a low risk pension option as the investment was unregulated and came with a considerable element of risk. He has since received returns of under £1,000 and has been unable to exit the SIPP because no buyer for the storage pods can be found.

He approached us for advice and assistance in bringing a no win, no fee claim against Berkley Burke to recover his financial losses incurred by investing into the SIPP. We are representing him in an ongoing case and are seeking compensation of over £107,000.

If you’ve suffered losses due to poor investment advice or SIPP mismanagement, contact us today for expert advice and support in recovering your money.

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