IM
Itumeleng M

1 reviews | Active since May 2010

04 Apr 2022, 12:41

Unprofessional service - irresponsive and unhelpful

Good day I had an RA with Old Mutual and have just recently had it transferred in to my Liberty pension. Although liberty has received the funds, they cannot process the ROT01 to SARS, as it has been declined twice by SARS, with the reason "06170 - Transfer/purchase & actual amount exceeds tolerance". This effectively means that they cannot confirm to SARS that the received the funds and it will cause a problem with my tax return. Liberty requires Old Mutual to cancel the tax directive they submitted to them and reapply for a new directive, however, after numerous emails sent since 09/02/2022, we do not receive any feedback or response from Old Mutual. I also gave authorization to our liberty consultant to help liaise with old mutual on this matter, however old mutual is not prepared, at this stage, to liaise with Jeni Bloemstein on this matter. I need this matter sorted out immediately. its really unfair to get such treatment from you unless if this is the treatment that you give to all your former clients. I find this very unprofessional and inconsiderate as this will impact on my returns negatively. I expect you to resolve this matter immediately.

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Replies (1)
Old Mutual
Old Mutual's reply04 Apr 2022, 13:04
Official
Dear Itumeleng

I am sorry to hear of the issues you are experiencing.  I will investigate and try to resolve this urgently.

Kind regards
Coleen Aanhuizen
Complaints Management