KH
Keegan H

1 reviews | Active since Jan 2015

27 Jul 2020, 18:48

Momentum pension fund stuff up

The company I worked at, used Momentum for the pension scheme. When I resigned, I asked for the R25 000 tax free withdrawal (needed for a house deposit) and the rest to go into a preservation fund. The first problem started when I got some random R 19 000 odd number deposited into my account. Upom querying this, it was forwarded to "please help this client" then I hear stuff all back for a year! Now it comes to tax season, my return is going to be stuffed and Momentum send me an sms with a reference number asking me to phone them to finalize the withdrawal. You phone me!! Maybe you Can get that right?!

0
Replies (3)
Momentum (SA)
Momentum (SA)'s reply28 Jul 2020, 08:49
Official
Your posting has been duly noted.  I can assure you that the matter will receive urgent attention.
 
 Kind Regards
 CK 
Momentum (SA)
Momentum (SA)'s reply28 Jul 2020, 12:54
Official
To assist us in tracing you claim, kindly provide us with the name of the Fund that you belonged to.

Kind regards
CK
KH
Keegan H's update29 Jul 2020, 16:32
Reviewer Update
Funds At Work through Momentum was the fund used.