1 reviews | Active since May 2021
Bad and below standard service and advise
Financial planner Caolin Pillay of Standard Bank, Anton Lembede branch misinformed me when I approached him to enquire if I could access the 2/3 of my pension fund so that I could resign if I couldn't. He reassured me that I could access it and even suggested that I open an account with them so that the 2/3 portion could be paid into it. Last week the 07 May I called to enquire and I was informed that I, infact, could not access the 2/3 portion of my pension as it had to go into a Retirement annuity plan. When I went back to him he denied advising of such and put the blame on me and said I should have enquired from my HR. This has now caused a lot inconvenience and going back and forth as well as he said she said arguments took place.
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