1 reviews | Active since Nov 2012
Sanlam annuity
My retirement annuity from Sanlam is about to pay out. A couple of months ago I received a letter from Sanlam stating in brief the options I have because I want to let this annuity to continue. I was referred to a financial adviser from Bluestar financial services or Glacier. I'm not sure what their name is because I found both names in their correspondence. In the same letter I was warned against removing the annuities from Sanlam itself because they got better options. Bluestar only informed me only in part of an option they have for me. I wasn’t impressed with their services because of the lack of feedback for me to make a proper decision. I'm a total novice when comes to investments and need guidance what to do with the investment. When I ask for a basic percentage growth of the options, I have was send a stack of Investment information that I totally do not understand. In the mean time I phoned Sanlam trying to get someone from them to help me because in the first letter the indicated that they have better options. Only lip service and every time I speak to somebody, they told me they are not allowed to give me information of the options they have, and I must speak to my consultant. I received again a letter informing me against removing the annuities from Sanlam itself and that their options are better. The letter was emailed from Kowie Uys to my financial adviser to me. I then phoned Sanlam asking to speak to this person I was told I'm not allowed to. If I had known this was the bad service I would get when I invested with Sanlam forty years ago, I would have stopped it immediately. I'm at a dead-end here where no one in Sanlam is able or willing to give me advice on investing so that I can have a better future.
We acknowledge receipt of your complaint and will arrange for investigation.
Kind regards,
Client Relations
Best regards,
We acknowledge receipt of your complaint and will arrange for investigation.
Kind regards,
Client Relations
Best regards,
We acknowledge receipt of your post and take note of the content. The advisor Mrs Ria Welman was appointed on Friday to make contact with you . She informed us this afternoon that she will still contact you today.
Kind Regards,
Client Relations
Best regards,
We acknowledge receipt of your post and take note of the content. The advisor Mrs Ria Welman was appointed on Friday to make contact with you . She informed us this afternoon that she will still contact you today.
Kind Regards,
Client Relations
Best regards,
We have been informed that Mrs Welman made contact with you, She confirmed that an appointment was set for tomorrow at 11 .
Kind Regards,
Client Relations
Best regards,
We have been informed that Mrs Welman made contact with you, She confirmed that an appointment was set for tomorrow at 11 .
Kind Regards,
Client Relations
Best regards,
Best regards,
Best regards,
