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floyd M

1 reviews | Active since Aug 2021

22 Apr 2025, 18:51

Transfer of Retirement funds

The worst experience. I have Submitted a claim with Momentum to transfer my funds to Alexander Forbes. Momentum has been waiting for Alexander to confirm my client number from the 11th of March 2025 till to to date, nothing from Alexander Forbes, when I call the agent from Alexander Forbes keeps on saying I will follow up it's been a month and few days. I have to call and be given lame excuses. Only if employers would allow us to nominate our own FSP. You guys are the worst

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Replies (1)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply23 Apr 2025, 07:04
Official
Dear Floyd

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