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Case Study:

Ms C from Birmingham

£36,000 ongoing

type of claim Financial Advice - SIPP
NO WIN, NO FEE

She held all of her retirement savings in a private pension fund valued at around £36,000. She was inexperienced with financial dealings and was reliant upon this money for her future retirement. As a result, she required a low risk pension option which would keep her capital secure.

She was contacted by a company who advised that she could achieve significantly better returns by transferring the full amount to a Self Invested Personal Pension (SIPP) with Berkeley Burke.

She agreed to the transfer and Berkeley Burke then allowed the SIPP to be invested into teak tree plantations in Brazil. This was a high risk, unregulated and speculative form of pension investment. Ms C has not received any return on this investment and the fund is now illiquid. The prospects of her receiving any sort of return on the SIPP are deemed to be low.

We are currently representing her in a no win, no fee claim against Berkeley Burke to recover the full capital amount that she invested, plus interest. We are claiming compensation of over £36,000.

Why choose Neglect Assist?

  • 17 Years of Specialist Experience: With 17 years in professional negligence law, our specialist team focuses exclusively on cases like yours, ensuring expert support every step of the way.
  • 95% Success Rate: We have a proven 95% success rate for cases within time limits—far superior to the ombudsman’s 60% uphold rate for pension and investment complaints*.
  • £150+ Million Recovered Since 2007: We’ve successfully recovered millions for clients who suffered financial losses due to negligent advice or mis-sold investments, demonstrating our ability to deliver results.
  • 1000’s of Successful Clients: Our extensive experience and results speak for themselves—we’ve helped thousands of clients achieve justice.
  • NO WIN, NO FEE Guarantee: You pay nothing unless we win, giving you peace of mind and the confidence to seek the compensation you deserve—completely risk-free.
  • Recognised Industry Leaders: We are leaders in professional negligence law and are frequently asked by newspapers, TV and radio for commentary on this area of law.
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