KC
Karen C

1 reviews | Active since Oct 2015

15 Apr 2025, 12:48

ALEX FORBES - OF NO SERVICE AT ALL

I have called Alex Forbes twice to enquire as to whether there were surplus funds for my late Mother.

There are all sorts of excuses, she was too old, there is no surplus, according to Regulation 35(4) these funds could be in the unclaimed benefit fund due to the fact that they could not trace her.

To be honest this is ridiculous as she was employed during the time and either they can't be bothered or are just not interested in checking.

It would be appreciated if a Senior representative of the Company could kindly explain what age has to do with surplus and exactly how they frame these sorts of issues. I am not interested in excuses just resolution and a document proving that there is no surplus due to her, fully expecting that they will not resolve this issue.

In view of the above that is exactly the reason why my fund was transferred elsewhere.

Regards

0
Replies (1)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply15 Apr 2025, 14:06
Official
  Dear   Karen ,

At Alexander Forbes, our clients are important to us and I am sorry to learn that you’re dissatisfied with our service. Thank you for taking the time to bring this to our attention.  
 
We hereby acknowledge receipt of your complaint and apologies for the inconvenience caused. 
 
We will investigate your query and provide feedback with the contact details provided.   
  
Kind Regards 

Customer Insights and Escala