Updated: 05-February-2018 Valid until: 09-February-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 140 255.17 | 7.000% | R 1 409 117.97 | 7.100% | |
1 Life | L | 8 | R 139 928.00 | 6.950% | R 1 399 278.00 | 6.950% | |
Absa | L | 8 | R 139 129.56 | 6.828% | R 1 391 295.61 | 6.828% | |
Assupol | G | 2.35 | 8 ; 11 | R 136 430.73 | 6.410% | R 1 392 096.68 | 6.840% |
Old Mutual Wealth | L | 8 ; 13 | R 134 156.22 | 5.970% | R 1 387 211.99 | 6.670% | |
Clientele life* | G | 2.43 | 8 | R 133 507.24 | 5.950% | R 1 379 762.38 | 6.650% |
NEDgroup LIFE* | L | 8 | R 133 119.80 | 5.888% | R 1 375 166.98 | 6.579% | |
Discovery* | G | 3.5 | 8 | R 132 975.57 | 5.865% | R 1 364 401.90 | 6.411% |
Momentum | G | 2.7 | 8 | R 132 607.66 | 5.810% | R 1 373 960.50 | 6.560% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 358 461.00 | 6.230% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 142 498.00 | 7.340% | R 1 424 977.00 | 7.340% | |
Clientele life* | L | 8 | R 142 365.03 | 7.320% | R 1 430 295.39 | 7.420% | |
Assupol | G | 2.35 | 8 ; 11 | R 138 364.79 | 6.710% | R 1 411 751.35 | 7.140% |
Old Mutual* Wealth | L | 8 ; 13 | R 136 567.05 | 6.340% | R 1 411 855.06 | 7.040% | |
Momentum | G | 2.7 | 8 | R 135 542.05 | 6.270% | R 1 403 437.77 | 7.010% |
Clientele life* | G | 2.43 | 8 | R 135 535.61 | 6.270% | R 1 400 586.64 | 6.970% |
Discovery* | G | 3.5 | 8 | R 135 466.22 | 6.259% | R 1 389 308.34 | 6.797% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 381 791.00 | 6.590% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 926.49 | R 4 296.41 | R 3 847.46 |
Discovery | R 2 769.14 | R 4 188.22 | R 3 824.06 |
Old Mutual | R 2 763.84 | R 4 176.49 | R 3 696.05 |
Momentum | R 2 657.44 | R 4 128.25 | R 3 777.06 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 994.78 | R 4 403.55 | R 3 911.51 |
Just Lifetime Income (Med)6 | R 3 198.46 | R 4 546.86 | R 4 000.72 |
Just Lifetime Income (High)6 | R 3 488.99 | R 4 743.76 | R 4 137.89 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 948.78 | R 282.11 | R 1 666.67 | 14.476% |
Metropolitan | R 1 902.26 | R 235.59 | R 1 666.67 | 12.385% |
Old Mutual | R 1 886.16 | R 219.49 | R 1 666.67 | 11.637% |
Momentum | R 1 877.89 | R 211.22 | R 1 666.67 | 11.248% |
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 548.09 | R 79.35 | R 5 480.87 | R 793.45 | |
Clientele life* | G | 2.43 | 5 ; 9 | R 541.89 | R 80.33 | R 5 497.40 | R 825.50 |
Discovery* | G | 3.5 | 5 ; 6 | R 460.38 | R 21.61 | R 5 081.52 | R 527.64 |
NEDgroup LIFE* | L | 5 | R 450.16 | R 34.85 | R 5 246.90 | R 503.00 | |
Momentum | G | 2.7 | 5 | R 420.98 | R 26.90 | R 5 133.90 | R 615.55 |
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 563.06 | R 86.38 | R 5 709.00 | R 886.60 |
Discovery* | G | 3.5 | 5 ; 6 | R 485.50 | R 25.12 | R 5 329.31 | R 562.23 |
Momentum | G | 2.7 | 5 | R 455.36 | R 34.88 | R 5 471.18 | R 699.22 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : EB5BE A72C9 79E7D C0167 |
Metropolitan | Metquote Codes : 342E2 906B1 DC7A3 E0234 |
Metropolitan | Metquote Codes : 715B1 77D8A 45B91 903B4 |
Momentum | Ann : A-MHCMQY6-N4EON7J-I9DBRA2 |
Momentum | Guar : G-YXDMQ9T-J4GOQN7-IKEBBK9 |
Momentum | Ge : GE-DCEJC-FBHDH-CLBCL-ECJBC-IKFDB-CDBCD |
Old Mutual | Max Income : A62H6HYYJYYJJYJJHJHHHH3HL4HNQJHJ6M8 |
Old Mutual | Ann : BD42A VPHYQ FWJ3J Y7P5H |
Old Mutual | Bond : Q58UUUUUUUUUUUUUUUUUUUAXUUUUUUUUC8C |