DJ
Desree J

1 reviews | Active since Jul 2019

24 Jul 2019, 11:00

Bad bad service received by Alexander Forbes

My husband John Jameson was retrenched on 30 April 2019. Forms to claim his pension from Alexander Forbes was submitted by RDM and received by Alexander Forbes on 17 May 2019. On following up with them we were told that they await his last pension deduction. We then followed up a week later and we were told that they received the April deduction and is now waiting for the May payment. We advised them that no salary was received so no deduction was made as his final working day was 30.4.2019.

They then promised that the case will be forwarded to an administrator and the will call is before close of day. No call. We followed up a week later and was told that they checking whether the divorce order was paid out. On receipt of that information we were told that they are in the process of payment. We then followed up thru our advisor and myself as well as the HR of RDM. No feedback received. Then we wer told in the beginning of July that Alexander Forbes is no longer administrating the RDM account and that Momentum took the file over. The account they suppose to do the transfer from was closed on 27 May or June and they can do nothing and gave a. Email address od momentum. Needless to say, no response from Momentum either.

We are at our witsend as everyone is referring us left right and centre and in the meantime interest are earned by the fund and we are unable to activate our annuity.

Please help

0
Replies (2)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply24 Jul 2019, 12:39
Official
Dear Desree


Thank you for taking the time to advise us of the service that you received.
I hereby acknowledge receipt of your complaint and apologise for the inconvenience caused.
I will investigate into your query and provide feedback with the contact details provided.
                                                
Kind Regards,

Client Services

KN





KVL-373
DJ
Desree J's update24 Jul 2019, 13:02
Reviewer Update
Thank you for your reply. Much appreciated