HR
Hendrik R

1 reviews | Active since Feb 2022

08 Feb 2022, 15:49

Not a happy Customer

Not a pleasant experience with Momentum, since December 2021 all documentation were sent in for a portion withdrawal from my matured retirement annuity, even appointed a Momentum financial planner to assist. I have been in contact with the planner on a regular basis, not even the Momentum Financial planner can give me straight answers, He communicated with me in January with the promised payout dates, this was promised the funds will be in my account on the 1st or 2nd of February, needless to say I recieved a call from him on the 2nd of Jan and was promised again the funds will be my account on Friday 4 Jan, I then followed up on o7 Jan and were again told he was in communication with the relevant people that advised him the moneys will be transferred on the same day 07 Jan, Followed up again on 08 Jan just to find out it was not done! once again promised the funds will be done and proof will be mailed. The poor Financial planner even sent me an sms stating the payment is "out of his hands" So Momentum, please tell me who can give me true answers as not even people employed by yourself can give me straight and honest answers, PS: it is truly concerning to see the 1.44 star average on this site and by scanning just a couple of pages...... now let us see the response I will update the progress on this forum.

0
Replies (5)
Momentum (SA)
Momentum (SA)'s reply08 Feb 2022, 15:57
Official
Thank you for bringing this situation to our attention. We always aim to deliver the best service and, regrettably, you did not have a positive service experience. Please allow us an opportunity to investigate your concerns and assist you.

Please provide us with the following additional details and any other information to assist us in our investigation; full names, surname, identity number, policy/contract/investment number. You may add it as supplementary information on this posting or post it as a private reply. 

Kind regards
CK
HR
Hendrik R's update08 Feb 2022, 16:55
Reviewer Update
Sent Momentum the requested documentation @16:04...
Recieved a mail from Momentum @ 16:39 with pop on one of the policy's paid, Thank you,
Now just answers on the 2nd policy.
Regards
Momentum (SA)
Momentum (SA)'s reply09 Feb 2022, 09:51
Official
Thank you for the additional information provided. 
 
From the onset, I would like to confirm that we appreciate the valuable time invested by you, to voice your concerns in respect of this sensitive matter. The instructions should have been finalised quicker and unfortunately this did not happen. I would like to personally apologise for the frustration, inconvenienced and distress this caused. 

We are busy finalising your withdrawal instructions and due to the personal nature of the information, comprehensive feedback will be provided per e-mail. I will keep you updated on our progress with your instructions. 

Kind regards
CK
HR
Hendrik R's update09 Feb 2022, 14:18
Reviewer Update
Thank you Charmaine Klopper from Momentum. This is how it should be done. All matters now have been resolved within a Day.
Seems Momentum do value it's customers.
Thanks to all involved sorting the matter
Regards
Hendrik
Momentum (SA)
Momentum (SA)'s reply09 Feb 2022, 16:07
Official
Dear Hendrik,

Thank you for the positive feedback provided. I am pleased that your concerns has now been addressed to your satisfaction.  

It is so great to hear that we have exceeded your expectations in the handling of your complaint and we hope to continue doing so in all your future interactions with us!
 
Kind regards
Charmaine