Old Mutual Refuses to Pay Beneficiaries, Requires Estate Late Account for Deceased Four Years Ago.

Old Mutual has caused significant delays and frustration by requesting endless documents from my siblings and me since November 2023, following the passing of our mother in March 2020. In November of last year, Old Mutual informed us of a policy in our mother's name with funds that needed to be claimed. Despite providing our identity documents and bank statements, they are now refusing to release the funds, insisting that we open a late estate account in our mother's name. This request is unreasonable, as the investments name my brother and me as beneficiaries, and the amount in question is less than R3000. It is clear from the policy owner's instructions that we are the intended beneficiaries, yet Old Mutual continues to make excuses, such as requesting my late sister's death certificate and an affidavit due to a misspelling. This situation is causing unnecessary distress, as we should not have to revisit the trauma of our mother's passing four years later due to Old Mutual's refusal to listen to reason. Their handling of this matter is deeply disappointing, and it reflects poorly on their commitment to customer care.