Old Mutual Database *******

I have one Living Annuity Policy with Old Mutual (Policy No. ***5). However, for the 2022 Tax Year, Old Mutual has loaded two IRP5 Certificates on to my SARS Efiling Profile. One certificate in the amount of R***** and another one for R*****. The only tax certificate I received from Old Mutual was for R***** which is correct and this is the only policy I have with them.

The certificate for R***** does not belong to me and I never received such funds from them.

I have tried to get Old Mutual to correct this on my Efiling Profile since November last year when I picked this up while trying to submit my tax return. I have made numerous calls to their call centre, have emailed multiple emails to them and also have visited the Old Mutual Office based in George, Western Cape. The contact person at the George office is Verne Fortuin (see emails below which I have included for your information) but now she is also not responding to me.

I have also visited SARS office in George and have phoned the call centre twice but they advise me that they cannot help me as it is up to Old Mutual to fix the problem.

I also contacted the Tax Ombud but they advise me the same. I contact the Insurance Ombud and they have advised me to the Pension Fund Adjudicator which I have now done. I await their response. I cannot believe the disregard that Old Mutual has for their clients. It has taken 10 months of enquiring and still the problem has not been fixed.