Retirement fund claim

I am writing to formally lodge a complaint regarding the handling of my late husband’s Retirement Fund claim.

Background: • Claim initiated: June • Initially handled by: Fund Administrator • Administrator indicated the claim was migrated to the Corporate Department as an unclaimed benefit. • Upon enquiry, Corporate Department stated they did not have the claim. • After approximately a month, the claim was “discovered” and confirmed to be with Corporate. • I was informed that no claim assessor had been appointed, and that I would be contacted once one was available.

My concerns: • The claim was misplaced for a significant period, resulting in delays. • There has been no clear accountability or proactive communication from Liberty. • Despite starting this process in June, the claim remains pending with no definitive timeline for resolution.

Action Requested: 1. Immediate appointment of a claim assessor. 2. A clear written explanation for the delay. 3. A firm, written timeline for finalising my claim.

If this matter is not resolved within 14 working days, I will have no choice but to escalate it to the Office of the Pension Funds Adjudicator and the FAIS Ombud.

I trust Liberty will treat this matter with the urgency and professionalism it deserves.