Updated: 15-January-2018 Valid until: 19-January-2018
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In order to understand the difference between guaranteed (G) and
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(L) rates, kindly click
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Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | L | 8 | R 139 601.00 | 6.900% | R 1 402 551.73 | 7.000% | |
1 Life | L | 8 | R 139 470.00 | 6.880% | R 1 394 705.00 | 6.880% | |
Absa | L | 8 | R 138 643.20 | 6.753% | R 1 386 431.97 | 6.753% | |
Assupol | G | 2.35 | 8 ; 11 | R 136 558.99 | 6.430% | R 1 393 400.14 | 6.860% |
Old Mutual Wealth | L | 8 ; 13 | R 133 230.34 | 5.850% | R 1 377 515.23 | 6.550% | |
Discovery* | G | 3.5 | 8 | R 133 098.96 | 5.885% | R 1 365 667.96 | 6.431% |
Clientele life* | G | 2.43 | 8 | R 132 752.89 | 5.830% | R 1 372 017.45 | 6.530% |
Momentum | G | 2.7 | 8 | R 132 732.89 | 5.830% | R 1 375 258.04 | 6.580% |
NEDgroup LIFE* | L | 8 | R 128 794.76 | 5.191% | R 1 356 648.21 | 6.290% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 356 063.00 | 6.220% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 142 034.00 | 7.270% | R 1 420 337.00 | 7.270% | |
Clientele life* | L | 8 | R 141 702.99 | 7.220% | R 1 423 650.29 | 7.320% | |
Assupol | G | 2.35 | 8 ; 11 | R 138 494.51 | 6.730% | R 1 413 069.51 | 7.160% |
Momentum | G | 2.7 | 8 | R 135 670.05 | 6.290% | R 1 404 763.14 | 7.030% |
Old Mutual* Wealth | L | 8 ; 13 | R 135 624.44 | 6.220% | R 1 401 985.83 | 6.920% | |
Discovery* | G | 3.5 | 8 | R 135 591.92 | 6.279% | R 1 390 597.47 | 6.817% |
Clientele life* | G | 2.43 | 8 | R 134 772.10 | 6.150% | R 1 392 748.29 | 6.850% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 379 404.00 | 6.580% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 934.89 | R 4 310.37 | R 3 860.61 |
Discovery | R 2 837.68 | R 4 219.22 | R 3 857.46 |
Old Mutual | R 2 758.03 | R 4 169.95 | R 3 688.65 |
Momentum | R 2 691.54 | R 4 177.46 | R 3 816.59 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 992.71 | R 4 401.55 | R 3 909.24 |
Just Lifetime Income (Med)6 | R 3 195.87 | R 4 544.78 | R 3 998.42 |
Just Lifetime Income (High)6 | R 3 485.84 | R 4 741.63 | R 4 135.19 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 953.20 | R 286.53 | R 1 666.67 | 14.670% |
Metropolitan | R 1 909.10 | R 242.43 | R 1 666.67 | 12.699% |
Old Mutual | R 1 886.28 | R 219.61 | R 1 666.67 | 11.643% |
Momentum | R 1 880.31 | R 213.64 | R 1 666.67 | 11.362% |
Institution | NatureSecurity | CARRatio | Notes | Gross annuity income (R100 000) | Taxable portion (R100 000) | Gross annuity income (R1 000 000) | Taxable portion (R1 000 000) |
---|---|---|---|---|---|---|---|
Absa | L | 5 | R 544.40 | R 79.86 | R 5 444.03 | R 798.63 | |
Clientele life* | G | 2.43 | 5 ; 9 | R 534.03 | R 78.14 | R 5 418.90 | R 803.30 |
Discovery* | G | 3.5 | 5 ; 6 | R 463.85 | R 23.97 | R 5 118.46 | R 553.46 |
Momentum | G | 2.7 | 5 | R 425.35 | R 30.20 | R 5 183.39 | R 653.11 |
NEDgroup LIFE* | L | 5 | R 425.13 | R 30.28 | R 5 005.30 | R 450.30 |
Institution | NatureSecurity | CARRatio | Notes | Gross annuity income (R100 000) | Taxable portion (R100 000) | Gross annuity income (R1 000 000) | Taxable portion (R1 000 000) |
---|---|---|---|---|---|---|---|
Clientele life* | G | 2.43 | 5 ; 9 | R 555.23 | R 84.12 | R 5 630.60 | R 863.80 |
Discovery* | G | 3.5 | 5 ; 6 | R 489.07 | R 27.59 | R 5 367.19 | R 589.19 |
Momentum | G | 2.7 | 5 | R 460.09 | R 38.42 | R 5 524.02 | R 739.67 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : C6168 FDE17 61B7F 201D1 |
Metropolitan | Metquote Codes : 170A4 08CDF B3DF2 70267 |
Metropolitan | Metquote Codes : 29D27 30948 34F2A 30309 |
Momentum | Ann : A-MXDGQEC-64F7I3J-IYBBRQZ |
Momentum | Guar : G-YXDGQ9O-J4EOQ7B-IKGBBG9 |
Momentum | Ge : GE-DCEJC-ECHDH-CLBCL-FDDBC-IKHDB-CDBCD |
Old Mutual | Max Income : PY2H6HYYYJYJJJJJJHJH3HHHL4HNLJHHAXM |
Old Mutual | Ann : XYEKN 5CLDX WFT9T 6R3NC |
Old Mutual | Bond : XW8UUUUUUUUUUUUUUUUUUUAKUUUUUUUM5GG |