1 reviews | Active since Dec 2016

10 Feb 2026, 11:47

Tax free account

I had 2 tax free accounts with old mutual. A few months back I went old mutual branch in Kempton park and advised them that I want to have 1 policy and increase the premium, I was advised to take a unit trust, I did that and the 2 account to be canceled. 1st months got a debit order from the unit trust and the tax free account which was supposed to ve canceled. I spoke to the financial advisor Lihle and she assured me that it will canceled and she did a withdrawal on the unit trust account. 4 months now and I'm still having the same issue. I tried speaking to the financial advisor Lihle whk did the unit trust policy for me but she is not helping anymore and she is not responding to my messages. If this issue is not getting resolved I will be canceling all the policies I have with old mutual as your service is poor. I tried calling customer care and the waiting on the phone just to speak to someone and have the policy canceling is a mess, the phone is not being g answered but when calling different departments they quick to answer. Old mutual you better fix this or I will be canceling everything.

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Replies (1)
Old Mutual
Old Mutual's reply10 Feb 2026, 13:20
Official
Good day,

We acknowledge receipt of your review and sincerely apologise for the service experience you encountered. We are committed to investigating this matter thoroughly and will make direct contact with you during business hours should further information be required.

Kind regards
Old Mutual Complaints Management