The Pension Ombudsman Service (POS) has dismissed a complaint against self-invested personal pension (SIPP) provider Berkley Burke, ruling it was not the firm's responsibility to carry out detailed due diligence on unregulated investments.
Brought by investor Robert Goodwin, the case centred on his Berkley Burke's duty of care to him regarding his SIPP investment in unregulated collective investment scheme Green oil Plantation, in which...
Three years at Wells Fargo
Effective from 9 December 2019
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