Hellopeter
Share Your Experience
GW
Gerrit W

1 reviews | Active since Dec 2011

23 May 2018, 15:46

Service not received

I have a policy that should have been paid out to me after my 55th birthday. I completed the documents and send it to Momentum : 1. 6th of May 2. 8th , 10th 11th I kept on follow up emails. No reply of any sort till the 14th May. 3. 14th of May I spoke to Grant who informed me that they need page 4 of 9 and page 9 of 9. That I need to complete which I did. Grant also informed me that Madelein Rossouw was dealing with my request. I send all the documents again and add the 2 pages. 4. 15th of May I got a reply from Luke Lazarus and he asked again they don’t have the 9th page. 5. I also call your call centre and I asked when will the funds be paid out and I was told the documents is by the Tax people and as soon as they get it back it would be finalized. 6. 15th Kagisho Sebopa reply and he said “We acknowledge receipt of the outstanding requirements. We will proceed accordingly and send confirmation once finalized”. 7. 22th May I received a email from Janine ****samy saying “Kindly note that we will only start the process on 1 June 2018 becuse you turned 55 in May 2018.” The only thing is that frustrated me I had to do follow up’s and the fact that I was told they are already working on my stuff and now I get a reply they will only start the process 1st of June so who is talking the truth. I even got and email to rate your service which I reply to about above mention service. I call your call center Yesterday and I was holding on for 15 min with no assistance. You can contact me via email **********

0
Replies (2)
GW
Gerrit W's update23 May 2018, 16:25
Reviewer Update
I have emails from Bianca Beukes Mon 05/02/2018 07:40 " Neem asseblief kennis dat u die aftree opsie kan doen sodra u 55 jaar oud word of u kan wag tot die polis se eind datum." • Another email Mon 05/02/2018 11:28 from Skye Van Tonder saying after i asked what would the difference be if i take it as soon as i turn 55 or if i wait till July .”Die waarde sal met min of meer R500.00 verskil as u die waarde uit neem in Mei in plaas van Julie. Let asseblief op dat die waardes nie gewaarborg is nie.” • Even when I phoned in and I believe you have access to the telephone calls when I asked how far it is I was told it is by the tax people. Not one of my phone calls i was told this. • Tue 22/05/2018 15:39 email from Janine ****samy Saying :” Kindly note that we will only start the process on 1 June 2018 becuse you turned 55 in May 2018.” • I think I will take it up with the ombudsman because you are busy contradicting yourself. Could you please send me the CEO email adddress because this is not how you do business
Momentum (SA)
Momentum (SA)'s reply25 May 2018, 12:41
Official

Dear Mr van Wyk,

Our call centre agent app**** for a tax directive yesterday - we app**** for the directive with the identity number on the current I.D. copy that you provided. SARS have declined the tax directive, as the ID number that they have on record for you does not match the I.D. number on your current ID.

Please can you contact SARS to update your ID number to allow Momentum to reapply for the tax directive? Unfortunately, unless you contact SARS to amend their records, every directive that Momentum applies for will be declined.

Please can you confirm once the records have been updated at SARS so that we can reapply for the tax directive accordingly.

Kind regards,

N D'Arch.