NS
Nadine S

1 reviews | Active since Mar 2025

07 Oct 2025, 15:47

Appalling Service from Momentum – Unresolved IRP5 Issue

I am extremely disappointed with the service received from Momentum.

While completing my 2025 eFiling tax return, I discovered an IRP5 issued by “Momentum Lewensversekeraars” with a substantial amount I know nothing about. Unable to submit my return, I logged an online query with Momentum on 6 October (Ref: ***) but received no acknowledgement or feedback.

When I called the Momentum call centre, the first consultant bluntly told me I had “sent the query to the wrong address” — even though I used their official platform. The second consultant was more helpful and confirmed that no payouts were made on my profile, meaning the IRP5 was likely an error. She advised me to contact SARS, who confirmed the IRP5 was issued by Momentum (on 28 August 2025) and must be corrected by them.

After spending over an hour between Momentum and SARS, I called again — only to reach the same unhelpful consultant, who responded rudely and defensively, showing no interest in resolving the issue.

This experience has been frustrating, time-consuming, and completely unprofessional. Momentum urgently needs to improve its customer support and accountability — clients deserve better than this.

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Replies (3)
Momentum (SA)
Momentum (SA)'s reply08 Oct 2025, 09:25
Official
Dear Nadine,

Thank you for bringing your concerns to ou attention, and please accept our sincere apologies for the service which you have received this far.

We will escalate the matter to the management team of Funds@Work for assistance and feedback.

Kind regards

NS
Nadine S's update17 Oct 2025, 11:59
Reviewer Update
Thank you for resolving the matter. I have now received the background regarding the tax directive, which was issued by another division within Momentum. Please bear in mind that, as an outsider, I am not fami**** with the various divisions within the organisation, and the division in question was also not clearly specified in the tax directive. Nonetheless, I would like to commend everyone at Momentum who assisted in tracing the origin of this tax directive. I only wish this had been the response when I first contacted Momentum, but I sincerely appreciate the efforts of those who were willing to help—thank you!
Momentum (SA)
Momentum (SA)'s reply17 Oct 2025, 12:11
Official
Dear Nadine,

Thank you for taking the time to provide us with your feedback.  It is wonderful to hear positive feedback from our clients. 

We're glad to hear that the matter has been successfully resolved.

Kind regards
NH