Berkeley Burke wins leave to take FOS SIPP case to Court of Appeal

This autumn

Hannah Godfrey
clock • 1 min read

Embattled SIPP administrator Berkeley Burke has been granted permission to appeal the judgement delivered against it in October last year.

Lord Justice Hickinbottom in the Court of Appeal, Civil Division, granted the appeal, which will be held at the Court of Appeal sometime in autumn 2019. The appeal is in respect of last year's High Court decision that rejected the self-invested personal pension (SIPP) provider's claim against a Financial Ombudsman Service (FOS) decision.  In the original decision, the ombudsman ruled the SIPP administrator had to compensate a client after it failed to carry out appropriate due diligence on their investment. Berkeley Burke, which facilitated the investment, argued it carried out the...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Retirement

Defensive income before retirement: A four layered framework

Defensive income before retirement: A four layered framework

Entering decumulation can be an unsettling time for clients

Joe Simpson
clock 10 August 2026 • 4 min read
The FCA's decumulation challenge: Can UK REITs help deliver sustainable retirement income?

The FCA's decumulation challenge: Can UK REITs help deliver sustainable retirement income?

A look at the three Ss of retirement income

James Peel
clock 04 August 2026 • 7 min read
What the decumulation shift means for advice firms, and how the best are responding

What the decumulation shift means for advice firms, and how the best are responding

'Technology is part of this picture in ways that are worth being honest about'

Andy Zanelli
clock 14 July 2026 • 4 min read