TC
Tman C

1 reviews | Active since Aug 2016

04 Jan 2026, 15:58

Second pot withdrawal rejected.

Im so annoyed right now. I tried to withdrawing from my employer-sponsored retirement fund and the system stated that Im only allowed 1 withdrawal during the tax year. The strange thing is that I last withdrew from this pot in Sep 2024 so this withdrawal is within the stipulated requirements. Im not sure if my previous outvest savings is restricting this withdrawal since Alexforbes tookover Outvest last 2024. The outvest RA was individually managed Investment and not employer one. Can someone explain this issue so that I can make a decision that suit my personal plans?

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Replies (1)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply05 Jan 2026, 10:51
Official
Dear  Tman  

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