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Updated: 26-February-2018 Valid until: 02-March-2018
In order to understand the difference between guaranteed (G) and
linked
(L) rates, kindly click
here for a detailed explanation.
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | L | 8 | R 137 976.24 | 6.650% | R 1 386 243.17 | 6.750% | |
1 Life | L | 8 | R 137 460.00 | 6.570% | R 1 374 595.00 | 6.570% | |
Absa | L | 8 | R 136 531.34 | 6.426% | R 1 365 313.40 | 6.426% | |
Assupol | G | 2.35 | 8 ; 11 | R 133 948.85 | 6.020% | R 1 366 873.52 | 6.450% |
Discovery* | G | 3.5 | 8 | R 132 716.76 | 5.824% | R 1 361 746.30 | 6.370% |
Momentum | G | 2.7 | 8 | R 131 347.33 | 5.600% | R 1 360 906.81 | 6.360% |
Old Mutual Wealth | L | 8 ; 13 | R 131 226.54 | 5.570% | R 1 356 567.06 | 6.270% | |
Clientele life* | G | 2.43 | 8 | R 131 006.00 | 5.550% | R 1 354 081.15 | 6.250% |
NEDgroup LIFE* | L | 8 | R 130 808.75 | 5.518% | R 1 352 782.98 | 6.230% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 335 055.00 | 5.940% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | L | 8 | R 140 058.66 | 6.970% | R 1 407 145.52 | 7.070% | |
1 Life | L | 8 | R 139 928.00 | 6.950% | R 1 399 278.00 | 6.950% | |
Assupol | G | 2.35 | 8 ; 11 | R 135 854.75 | 6.320% | R 1 386 243.17 | 6.750% |
Discovery* | G | 3.5 | 8 | R 135 202.55 | 6.218% | R 1 386 604.28 | 6.756% |
Momentum | G | 2.7 | 8 | R 134 254.12 | 6.070% | R 1 389 974.72 | 6.810% |
Old Mutual* Wealth | L | 8 ; 13 | R 133 584.46 | 5.950% | R 1 380 665.12 | 6.650% | |
Clientele life* | G | 2.43 | 8 | R 133 003.96 | 5.870% | R 1 374 595.22 | 6.570% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 358 069.00 | 6.300% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 783.71 | R 4 153.44 | R 3 687.69 |
Old Mutual | R 2 672.11 | R 4 073.75 | R 3 588.46 |
Discovery | R 2 628.17 | R 4 035.32 | R 3 654.95 |
Momentum | R 2 514.30 | R 3 981.93 | R 3 604.16 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 891.55 | R 4 290.35 | R 3 793.77 |
Just Lifetime Income (Med)6 | R 3 098.32 | R 4 437.33 | R 3 885.88 |
Just Lifetime Income (High)6 | R 3 394.05 | R 4 640.43 | R 4 027.90 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 940.16 | R 273.49 | R 1 666.67 | 14.096% |
Metropolitan | R 1 888.18 | R 221.51 | R 1 666.67 | 11.732% |
Old Mutual | R 1 878.16 | R 211.49 | R 1 666.67 | 11.261% |
Momentum | R 1 867.42 | R 200.75 | R 1 666.67 | 10.750% |
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 519.12 | R 73.17 | R 5 191.24 | R 731.78 | |
Clientele life* | G | 2.43 | 5 ; 9 | R 514.36 | R 72.77 | R 5 222.40 | R 749.00 |
Discovery* | G | 3.5 | 5 ; 6 | R 453.71 | R 17.28 | R 5 010.68 | R 480.18 |
NEDgroup LIFE* | L | 5 | R 422.51 | R 29.78 | R 4 965.48 | R 441.60 | |
Momentum | G | 2.7 | 5 | R 405.44 | R 22.91 | R 4 974.72 | R 571.60 |
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 535.60 | R 78.57 | R 5 434.60 | R 807.70 |
Discovery* | G | 3.5 | 5 ; 6 | R 478.66 | R 20.57 | R 5 256.80 | R 512.69 |
Momentum | G | 2.7 | 5 | R 439.78 | R 30.61 | R 5 311.70 | R 652.81 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 38667 50882 D821A F01BE |
Metropolitan | Metquote Codes : 7555B 0DD51 5C74B C027F |
Metropolitan | Metquote Codes : A16D9 2960E CDEB4 E036D |
Momentum | Ann : A-UHCSQYW-J4FWJ6B-IVABBP9 |
Momentum | Guar : G-YHDSQ9A-J4GOQIW-IKEBBC9 |
Momentum | Ge : GE-DCEJC-FDIDH-CLBCL-CFKBC-IIFDB-CDBCD |
Old Mutual | Max Income : 262JYHJJJYJJYJJJHJHHHHHHLEHHLJHJVWK |
Old Mutual | Ann : 4TDRA 8MVEH X8S5S 94MXA |
Old Mutual | Bond : 758UUUUUUUUUUUUUUUUUUUC4UUUUUUUMNK4 |