Failure to follow basic instructions effectively

I have been attempting for almost two months to have an annuity investment transferred from Alexander Forbes to PPS. Initially, I was informed that Alexander Forbes was unable to locate the investment, despite the fact that I was able to view it on their own client portal.

I subsequently lodged a formal complaint with their complaints department. Unfortunately, this process proved ineffective. Although I provided all the required details at the outset, I was later asked to supply my identity number again when I followed up for feedback.

This raises serious concerns regarding their internal processes and the level of competence app**** to matters involving significant investment decisions.

It is concerning that an institution entrusted with managing and transferring significant retirement investments displays this level of inefficiency and lack of internal coordination.