LR
L R

1 reviews | Active since Jul 2019

30 Jul 2019, 11:40

Retirement Fund Transfer

In March 2019, I've requested Momentum to transfer my Retirement fund to my new provider. I've complete all the necessary documents and my new provider has supp**** all the required information. It has been more than 4 months and my request has not yet been processed. I've contacted momentum on several occasions but nobody can provide me with any feedback. A message was sent to the administrator but nothing was done. I've contacted the call centre and Xolani advised I will be contacted by Sharmain but no contact has been made. Im not sure if my money will ever be transferred or even given to me.

0
Replies (3)
Momentum (SA)
Momentum (SA)'s reply30 Jul 2019, 12:03
Official
Thank you for taking the time to inform us of your concerns. It has been referred for investigation and feedback will be provided. 

Kind regards
CK
Momentum (SA)
Momentum (SA)'s reply30 Jul 2019, 15:57
Official
I refer to our telephone conversation and confirm that our staff member has contacted you.

Please accept my most sincere apologies for the delay and lack of communication.

Kind Regards

Sue
LR
L R's update25 Sept 2019, 12:42
Reviewer Update
Still waiting for feedback. Tax Directive not sent.