Updated: 19-February-2018 Valid until: 23-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 138 624.32 | 6.750% | R 1 392 748.29 | 6.850% | |
1 Life | L | 8 | R 138 170.00 | 6.680% | R 1 381 704.00 | 6.680% | |
Absa | L | 8 | R 137 101.13 | 6.514% | R 1 371 011.33 | 6.514% | |
Assupol | G | 2.35 | 8 ; 11 | R 135 026.22 | 6.190% | R 1 377 822.88 | 6.620% |
Discovery* | G | 3.5 | 8 | R 133 525.35 | 5.953% | R 1 370 042.92 | 6.499% |
Old Mutual Wealth | L | 8 ; 13 | R 132 378.25 | 5.730% | R 1 368 578.50 | 6.440% | |
Momentum | G | 2.7 | 8 | R 132 107.68 | 5.730% | R 1 368 780.15 | 6.480% |
Clientele life* | G | 2.43 | 8 | R 132 001.96 | 5.710% | R 1 364 948.52 | 6.420% |
NEDgroup LIFE* | L | 8 | R 131 558.98 | 5.639% | R 1 360 388.51 | 6.349% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 344 890.00 | 6.070% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | L | 8 | R 140 714.55 | 7.070% | R 1 413 728.96 | 7.170% | |
1 Life | L | 8 | R 140 649.00 | 7.060% | R 1 406 489.00 | 7.060% | |
Assupol | G | 2.35 | 8 ; 11 | R 136 944.36 | 6.490% | R 1 397 316.38 | 6.920% |
Discovery* | G | 3.5 | 8 | R 136 026.29 | 6.347% | R 1 395 052.31 | 6.885% |
Momentum | G | 2.7 | 8 | R 135 031.01 | 6.190% | R 1 398 013.39 | 6.930% |
Old Mutual* Wealth | L | 8 ; 13 | R 134 756.94 | 6.110% | R 1 392 890.12 | 6.810% | |
Clientele life* | G | 2.43 | 8 | R 134 012.04 | 6.030% | R 1 385 593.99 | 6.740% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 368 045.00 | 6.430% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 875.06 | R 4 244.62 | R 3 789.74 |
Old Mutual | R 2 803.47 | R 4 136.79 | R 3 712.16 |
Discovery | R 2 747.03 | R 4 151.00 | R 3 790.40 |
Momentum | R 2 558.32 | R 4 032.10 | R 3 658.89 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 986.60 | R 4 393.61 | R 3 902.46 |
Just Lifetime Income (Med)6 | R 3 190.26 | R 4 536.75 | R 3 991.61 |
Just Lifetime Income (High)6 | R 3 480.39 | R 4 733.41 | R 4 128.48 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 932.44 | R 265.77 | R 1 666.67 | 13.753% |
Metropolitan | R 1 894.58 | R 227.91 | R 1 666.67 | 12.030% |
Momentum | R 1 873.20 | R 206.53 | R 1 666.67 | 11.026% |
Old Mutual | R 1 847.74 | R 181.07 | R 1 666.67 | 9.800% |
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 522.94 | R 71.92 | R 5 229.40 | R 719.21 | |
Clientele life* | G | 2.43 | 5 ; 9 | R 522.24 | R 74.90 | R 5 301.00 | R 770.50 |
Discovery* | G | 3.5 | 5 ; 6 | R 464.01 | R 20.30 | R 5 115.60 | R 512.36 |
NEDgroup LIFE* | L | 5 | R 432.36 | R 31.55 | R 5 064.68 | R 462.83 | |
Momentum | G | 2.7 | 5 | R 414.58 | R 25.16 | R 5 068.98 | R 596.11 |
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 543.46 | R 80.77 | R 5 513.10 | R 830.00 |
Discovery* | G | 3.5 | 5 ; 6 | R 488.91 | R 23.68 | R 5 361.26 | R 545.68 |
Momentum | G | 2.7 | 5 | R 449.08 | R 33.05 | R 5 405.97 | R 678.99 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 28421 0B873 41965 B01A8 |
Metropolitan | Metquote Codes : 6BCC3 3D20D D6D8D B0290 |
Metropolitan | Metquote Codes : 30E17 995A0 6D6BE 003FA |
Momentum | Ann : A-MHCQQY7-Z4EWP3R-IDDBBPQ |
Momentum | Guar : G-YHDQQ9G-J4HOQRW-IKGBBC9 |
Momentum | Ge : GE-DCEJC-FCLDH-CLBCL-EJKBC-IJHDB-CDBCD |
Old Mutual | Max Income : L6WM9XZZYZYZYYZJHHHHJ65ZLENHLJHH7U2 |
Old Mutual | Ann : JFN6R KVNKV CPERE Z9W2Y |
Old Mutual | Bond : 658UUUUUUUUUUUUUUUUUUUC8UUUUUUUU7MP |