KR
Kathleen R

1 reviews | Active since Mar 2011

31 Aug 2015, 15:48

Unable to access my pension fund

I had a retirement annuity with Alexander Forbes via the company I was working for. This was supposed to have been paid out when I turned 65 but I was having difficulties with SARS and couldn't get a tax clearance and therefore Alexander Forbes would not pay out. My tax problems were resolved at the beginning of the year. However, I simply cannot get Alexander Forbes to pay my money to me. I have filled in all the necessary documentation on more than one occasion and this has been submitted via my financial advisor. I turn 70 in November and need the money. Please<br> Advise!!!!

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Replies (1)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply31 Aug 2015, 15:58
Official
Hello Kate2911,

Thank you for bringing this matter to our attention.

we do apologize for the delay you are experiencing in the processing of your claim.

I am investigating into this and will provide you with feedback on your details provided.

Kind Regards
Kiren Singh