FC
Francois C

1 reviews | Active since Sept 2019

13 Sept 2019, 19:49

Sanlam service

I have a retirement annuity with Sanlam. The plan was to increase the monthly payment so I could put away a bit more. The following month after the discussion I had with my advisor the incorrect amount went off my account. More than the agreed amount obviously. It has been a 3 month struggle to get the situation sorted out after I have sent them the correct documentation. Every time I phone them, they are still busy investigating and my money can't be refunded. It is funny how quick the debit order can go off, but when it comes to giving your money back due to their incompetence, it can't be done. Extremely ticked off.

0
Replies (3)
Sanlam
Sanlam's reply13 Sept 2019, 19:52
Official
Dear Francois

We are sorry to hear of your experience and will investigate your complaint.

Kind regards
Sanlam Client Relations
Sanlam
Sanlam's reply16 Sept 2019, 13:58
Official
We confirm the conversation you had with a consultant from Client Relations.  It was confirmed that your request for a premium decrease was granted from 1 August 2019, and that the overpaid premiums were refunded to your account.

We trust that you are satisfied with the outcome, and again apologize for any inconvenience you had to endure.

Kind regards
Client Relations
FC
Francois C's update16 Sept 2019, 14:33
Reviewer Update
Thank you for the assistance. It is highly appreciated.

Kind regards
Francois