TP
Tarryn P

1 reviews | Active since Jun 2014

26 Sept 2024, 16:07

USELESS and PATHETIC SERVICE

I've been trying to get my profile sorted for nearly a month!! It shows I have 2 retirement funds which I DO NOT! I had 2 separate investment policies within ONE retirement fund making up the total balance but since they "Upgraded" the AF Connect portal it shows I have 2 funds which now means I have to submit 2 claims and pay 2 administration fees to get the total of my savings as it would be useless to make 1 withdrawal.

I WANT ANSWERS - I've made 3 requests to MERGE the 2 into one fund policy so I can make one claim thus far after holding 20+ minutes EACH TIME to get through only to be left with no outcome

0
Replies (2)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply27 Sept 2024, 10:04
Official
Dear   Tarryn 
 
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 
TP
Tarryn P's update01 Oct 2024, 11:45
Reviewer Update
I am STILL waiting on a resolution - your agents are ***********