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Francis B

1 reviews | Active since Apr 2024

19 May 2025, 08:17

SANLAM Lack of Empathy - No Feedback

I have recently retired and SANLAM messed up my tax on the lumpsum. TAX payments to SARS were done completely incorrectly by SANLAM as the tax free lumpsum for the pre-01 March 1998 rule for public sector funds were not considered. I have confirmed the tax free portion in October 24 with SANLAM of which i still have the proof Even much more worrying is that I get no feedback whatsoever from SANLAM

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Replies (5)
Sanlam
Sanlam's reply19 May 2025, 08:24
Official
Good day Francis

We are so sorry to hear about this and have arranged for assistance from Sanlam Corporate.

Regards
Sanlam Client Care
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Francis B's update19 May 2025, 17:55
Reviewer Update
Pease your URGENT attention. NOT what you have been giving to me thus far. Your complaint center is really not working. The IRP5 must be cancelled by SANLAM and a new one must be issued. I spoke to SARS and they indicated SANLAM should have picked up the fault and cancelled the incorrect Tax Directive and requested it to be corrected prior to the payments. SANLAM is just washing their hands now ........ I have requested the directive prior to the payments but SANLAM did not want to comply
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Francis B's update26 May 2025, 09:21
Reviewer Update
One week later ........
Sanlam
Sanlam's reply26 May 2025, 11:25
Official
Hello Francis

We have followed up with Sanlam Corporate.

Regards
Sanlam Client Care
Sanlam
Sanlam's reply26 May 2025, 15:42
Official
We have received feedback that Sanlam Corporate has been in touch with you via email and you have been assisted.

Regards
Sanlam Client Care