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's replyOfficial
31 Aug 2015, 15:58Hello 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
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
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
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
