Berkeley Burke SIPP (PO-7436)
Complainant: Mr Robert Goodwin
Complaint Topic: Breach of trust
Ref: PO-7436
Outcome: Not upheld
Respondent: Berkeley Burke SIPP Administration Limited
Type: Pension complaint or dispute
Date:
Complaint summary
Mr Goodwin has complained that Berkeley Burke failed in their duty of care to him in that they did not carry out proper due diligence with regards to his proposed investment in Green Oil Plantations.
Summary of the Ombudsman’s determination and reasons
The complaint should not be upheld because it was not Berkeley Burke’s responsibility, as trustee and administrator of the SIPP, to carry out the level of due diligence suggested by Mr Goodwin.
View determination
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