Retirement Request - no action, silence. Back to the Ice Age
After sending in forms for a retirement (annuitisation) of a retirement annuity Sanlam didn't acknowledge email nor gave feedback but proceeded to call my client asking him to go to a branch in Kroonstad to get someone to help him. Are you living in the Ice Age? These type of requests are done via email by all the large insurers and investment houses. First email 31st of July. 2nd email 13th of August. No response. Wake up and start processing this request
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Replies (2)
Sanlam's replyOfficial
19 Aug 2019, 11:17Good day Sieg We are mindful that the client experience was not perhaps what you expected. We are committed to change it. It is for this purpose that your case was now escalated to the relevant department for urgent attention. Note that a consultant will make direct contact with you and make sure you get the direct contact detail of the consultant. We would encourage you that all future dealings relating to this matter should be handled directly with this consultant for a more expeditious handling of your case.
Regards
Client Relations
Regards
Client Relations
Sanlam's reply19 Aug 2019, 11:17
Official
Good day Sieg We are mindful that the client experience was not perhaps what you expected. We are committed to change it. It is for this purpose that your case was now escalated to the relevant department for urgent attention. Note that a consultant will make direct contact with you and make sure you get the direct contact detail of the consultant. We would encourage you that all future dealings relating to this matter should be handled directly with this consultant for a more expeditious handling of your case.
Regards
Client Relations
Regards
Client Relations
Sanlam's replyOfficial
19 Aug 2019, 11:33Good day Sieg
We were informed that a consultant will directly contact you. We will be closing the case on the Hello Peter platform. Should there be any other issues relating to the matter, we once again encourage you to make direct contact with the relevant consultant.
We value you as a client.
Regards
Client Relations
We were informed that a consultant will directly contact you. We will be closing the case on the Hello Peter platform. Should there be any other issues relating to the matter, we once again encourage you to make direct contact with the relevant consultant.
We value you as a client.
Regards
Client Relations
Sanlam's reply19 Aug 2019, 11:33
Official
Good day Sieg
We were informed that a consultant will directly contact you. We will be closing the case on the Hello Peter platform. Should there be any other issues relating to the matter, we once again encourage you to make direct contact with the relevant consultant.
We value you as a client.
Regards
Client Relations
We were informed that a consultant will directly contact you. We will be closing the case on the Hello Peter platform. Should there be any other issues relating to the matter, we once again encourage you to make direct contact with the relevant consultant.
We value you as a client.
Regards
Client Relations