DB
Dee B

1 reviews | Active since Sept 2016

01 Dec 2025, 14:00

Alex Forbes take a lesson from Old Mutual on how its done

Months ago I started the process of claiming my deceased brother’s unclaimed pension. HE died 23 years ago.

Over the past 6 weeks, I have submitted my brother's death certificate and other documents to at least 3 different departments at Alex Forbes and to at least 4 o 5 different people!! Over and over and over again

This is a joke and has taken more than 6 weeks and still no end to every one asking for the same information from me over and over again. Take a lesson from Old Mutual who completed the process in one week.

I have already submitted the application form, death certificates, ID books, bank accounts etc etc many times to your different departments. Now Trudon Pension is chipping in. Does anyone at Alex Forbes know what they are doing?

Now Trudon Pension Fund is starting the process all over again by asking for my brother’s death certificate. Well, if Trudon needs any of the many documents I have already sent to Alex Forbes, they can get them from the many different departments at Alex Forbes.

I have recently come out of hospital after major surgery and am due to return overseas in a week and need this matter settled by end of business tomorrow. I am 76 years old and do not need to put up with this extreme incompetence.

0
Replies (4)
DB
Dee B's update01 Dec 2025, 15:17
Reviewer Update
Now your 'competent' staff is asking me for my brother's birth certificate. HE DIED IN CHINA 23 years ago. My mother is dead. Where must I find his birth certifiate. If this is company 'policy' and not just the result of incompetence on behalf of your staff, please ask me why Alex Forbes will not accept my brother's passport - WITH ID number and date of birth on it - just because the passport expired in 2010? This is a real comedy show. You have a perfect coloured copy of his passport page, so please stop making your company look ridiculous by asking for his birth certificate. That's it. I'm tired of this now. I will go straight to your management to complain.
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply01 Dec 2025, 16:49
Official
Dear Dorothy , 

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. 
 
We will investigate your complaint and provide feedback on the contact details provided.   
 
Regards 
Alexforbes Customer Experience 
DB
Dee B's update01 Dec 2025, 21:16
Reviewer Update
PLEASE
PLEASE
PLEASE
PLEASE
I need to speak to someone in your management and not junior staff who make laughable requests.
I repeat. Alex Forbes take a lesson from OldMutual and Sanlam who finalized their payments within a week of my submitting EXACTLY THE SAME DOCUMENTS you now find inadequate.

PLEASE
PLEASE
Someon save me from the incompetence of Alex Forbes.
DB
Dee B's update05 Dec 2025, 12:18
Reviewer Update
I am returning overseas soon.
You need to pay out money's due.
Don't be ridiculous by asking me to get my dead brothers birth certificate from Zambia.
I am now reporting you to FAIS Ombud.