CR
Caroline R

1 reviews | Active since Feb 2016

15 May 2023, 18:59

Disguted by the service I have received from Alexander Forbes

Sanlam was the pension fund administrators appointed by my previous employer. I resigned in February and my last day was on the 28th February 2023. I requested a pension withdrawal in March and submitted all documents to Sanlam, the administration of my fund withdrawal was assigned to in Bongani Mabena.

On the 16th of April SARS issued a tax directive to Bongani. I then communicated again with Bongani on the 22nd April, where he confirmed that all the necessary authorisations and tax directives were received and payment has been processed. He then indicated that the money will reflect in my account by Wednesday 26th April.

I was then referred to AF. I called AF and they INITIALLY claimed that they have no record of my fund and they are on downtime until the 15th May 2023. which is not acceptable as it goes against the agreement I signed with Sanlam that my funds will be paid in 4-6weeks.

Fastforward to today, Finally got hold of AF after numerous attempts this morning. I then left my email and contacts. At 2:35pm today, Bongani Mabena then sent an email indicating that my funds were paid into a standard bank account. I DO NOT HAVE A STANDARD BANK ACCOUNT. I was asked to capture my Account details on submission of my claim and also attached proof of account. SO HOW WAS MY MONEY PAID INTO A DIFFERENT ACCOUNT, AN ACCOUNT I DO NOT OWN.

0
Replies (1)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply16 May 2023, 08:15
Official
Dear Caroline

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 Escalations