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nicole W

1 reviews | Active since Jan 2011

17 Feb 2015, 16:35

Bad service-section 14 transfer

I have recently tried to change my retirement annuity from Old Mutual to liberty Life. I completed the relevant forms and forwarded them to Old Mutual's section 14 department. I have a duly appointed financial advisor who has the authority to act on my behalf. this matter has been outstanding since December 2014. I faxed through the required documentation in December. They came back and required other supporting documentation which I emailed through to them in January. In February they requested the same information which I have on numerous occasions forwarded. I have asked my financial advisor to contact them but they have refused to be of any assistance to her. i have spoken to the call centre agents who send me from pillar to post and it seems that no-one knows who works with what and cannot assist. i have sent queries to Old Mutual via their online query process but no-one has bothered to contact me. i have not had any feedback and I have to continously follow up with them, yet not having the satisfaction to get some feedback. To this day, i am still unaware of what is happening with my retirement. TCF is clearly not important. Can sum1 please help me!!!1

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Replies (1)
Old Mutual
Old Mutual's reply19 Feb 2015, 11:42
Official
Hello nicolewill,

I am sorry to hear of the service you are experiencing. I have escalated this to the manager of the Section 14 transfers and they will be in contact with you directly and provide me with feedback.

Kind regards
Belinda Hunt
Complaints Management