CJ
Christelle J

1 reviews | Active since Feb 2010

23 Aug 2024, 12:04

Pension fund lump sum never paid,

After months of requesting what happened to a lump sum on my pension for what I received a IT3, had to declare the income and pay a penalty at SARS, I still go net get any answers on my e-mails.

On a telephone call it was confirmed that the lump sum was never paid out and from there I just do not get any response from any one,

Worst ever company

0
Replies (2)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply23 Aug 2024, 13:04
Official
Dear   Christelle  , 
 
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 
 
CJ
Christelle J's update19 Sept 2024, 14:31
Reviewer Update
Still no result on my complaint.
I do receive a lot of feedback, however it make no sense to me, only mentions IT 3's and article 14...
and SARS.
SARS is not my problem, I sorted it myself at SARS just to be able to complete the tax returns.
No answer as to what happened to my funds.

They do not even answer why it is taking 3 years and still no one can tell me what is going on.

Now there not only two tax directives - now it is 3???

Christelle.
19/09/24