Custodian Wealth / Custodian SIPP Pension Claim

What Happened

Custodian Wealth operates the Custodian SIPP platform, a self-invested personal pension product available through IFA and platform channels. Custodian SIPP has faced complaint activity relating to the suitability of investments held within the SIPP wrapper and the due diligence conducted on the adviser networks and investments directed to the platform.

Platform SIPP operators — Berkeley Burke applies: The fact that Custodian SIPP operates as a platform rather than a direct-to-consumer product does not reduce its Berkeley Burke [2018] due diligence obligations on investments and introducers.

Which Claim Routes Apply

Route 1

Direct Complaint

A formal DISP complaint to Custodian Wealth is the required first step.

No cap

Route 2

FOS Escalation

The FOS has jurisdiction over complaints about Custodian SIPP operator failures.

Up to £455,000

⚠ Time Limit Warning — Act Now

The six-year FOS clock runs from the date of transfer. Act now to preserve your complaint rights. See redressadvisory.com/time-limits for the full limitation framework.

Frequently Asked Questions

What was my Custodian SIPP used to invest in?

Custodian SIPP is a platform wrapper that can hold a wide range of investments. Complaints typically arise where IFAs directed clients into non-standard, illiquid, or high-risk investments via the Custodian platform.

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