CB
Chris B

1 reviews | Active since Jan 2017

16 Apr 2025, 12:51

Thanks for Nothing Alexander Forbes.

My Masscash provident money was with Sanlam, but when I wanted to withdraw it they told me that I had been transferred to Alexander Forbes and that because the transfer was in progress I could not withdraw it for a couple of months. I made it clear on several occasions that I had retired and am now living in Botswana. Alexander Forbes used the documents that I had submitted to Sanlam and could obviously see that at 62 I was eligible for retirement. Apparently I had ticked the wrong box which was "withdrawal claim" which is what I was doing. Being 62 I would have thought that they would advise me instead of requesting a tax directive purely on a document which was not even an Alexander Forbes document but a Sanlam document. I got not assistance in trying to rectify this and was told that I had to go the SARS. SARS tells me that while it would take some effort on Alexander Forbes's part, that they are the ones who could rectify it. I advise people to not have too much faith in Alexander Forbes.

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Replies (1)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply16 Apr 2025, 14:52
Official
Dear Chris ,

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 Escalation