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These case studies were received from the Office of the Short-term Ombud. Please note that these cases does not set a precedent for any other cases.
Here is a few case studies received from the Short-term Ombud's office. The importance of the correct advice and follow-up on any action taken comes to mind when reading these case studies.
The LOA has implemented an enquiry mechanism on its website (http://www.loa.co.za) where it is possible to determine whether a particular intermediary has been S referenced.
The latest rulings by the PFA relate to penalties imposed on the cessation of contributions, reduction of contributions, advancement of retirement age. The issue of illustrated values was also canvasses in the rulings.
If I were tasked with taking my firm’s customer experience (CX) to the next level, I would: