SP
Shelley P

1 reviews | Active since Jul 2012

28 Jul 2022, 12:54

Bad Service, Assistance Needed

My mother passed away a year ago and I was left with a policy which I shouldn't have to pay taxes for as he already paid tax. SARS charged me tax. I called my broker and about a month later, no luck. I then called Old Mutual myself and they told me that a tax directive had not been created so they can't give me a tax certificate and he 'fears' this! He said he would escalate it which will take another 5 working days, in other words, a week before I know if they can assist me or not, otherwise, I must pay SARS R6 000. Please can a manager call me to assist? I have another exceptionally large policy at Old Mutual which I will move if this is not sorted out asap. The assistance that I have received so far is unacceptable.

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Replies (3)
SP
Shelley P's update28 Jul 2022, 13:27
Reviewer Update
Thanks, Thabiet
SP
Shelley P's update29 Jul 2022, 13:08
Reviewer Update
So I got an email from Old Mutual saying that they don't give tax certificates even though SARS needs one from me for my non-taxable policy. I spent about 2 hours on the phone, then spoke to my broker who spoke to Old Mutual who said I need to fight SARS myself; they won't help me. So we invested our money with Old Mutual, it's not supposed to be taxable, SARS is taxing me and Old Mutual will not assist. Time to move my policies over to a company that will assist me. I must pay thousands of rands of tax to SARS which I don't owe - thanks to Old Mutual.
Old Mutual - please don't send an email, have the decency to pick up the phone next time and speak to me.
SP
Shelley P's update04 Aug 2022, 17:24
Reviewer Update
No one has contacted me or even tried to sort this issue out!
OLD MUTUAL CALL ME BACK AND SORT THIS ISSUE OUT! I AM NOT GOING TO LEAVE IT, IT'S MY MONEY YOU HAVE!