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Updated: 05-March-2018 Valid until: 09-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 139 274.83 | 6.850% | R 1 399 277.80 | 6.950% | |
1 Life | L | 8 | R 138 819.00 | 6.780% | R 1 388 192.00 | 6.780% | |
Absa | L | 8 | R 137 933.59 | 6.643% | R 1 379 335.91 | 6.643% | |
Assupol | G | 2.35 | 8 ; 11 | R 134 899.11 | 6.170% | R 1 376 531.09 | 6.600% |
Discovery* | G | 3.5 | 8 | R 133 438.75 | 5.939% | R 1 369 154.36 | 6.486% |
Old Mutual Wealth | L | 8 ; 13 | R 132 874.29 | 5.750% | R 1 374 175.62 | 6.450% | |
Clientele life* | G | 2.43 | 8 | R 132 126.87 | 5.730% | R 1 365 589.95 | 6.430% |
NEDgroup LIFE* | L | 8 | R 131 899.42 | 5.694% | R 1 364 062.38 | 6.406% | |
Momentum | G | 2.7 | 8 | R 131 533.78 | 5.630% | R 1 362 838.63 | 6.390% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 352 059.00 | 6.120% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | L | 8 | R 141 372.90 | 7.170% | R 1 420 337.01 | 7.270% | |
1 Life | L | 8 | R 141 307.00 | 7.160% | R 1 413 070.00 | 7.160% | |
Assupol | G | 2.35 | 8 ; 11 | R 136 815.81 | 6.470% | R 1 396 009.99 | 6.900% |
Discovery* | G | 3.5 | 8 | R 135 938.07 | 6.333% | R 1 394 147.53 | 6.871% |
Old Mutual* Wealth | L | 8 ; 13 | R 135 262.25 | 6.120% | R 1 398 587.49 | 6.820% | |
Momentum | G | 2.7 | 8 | R 134 444.69 | 6.100% | R 1 392 080.12 | 6.840% |
Clientele life* | G | 2.43 | 8 | R 134 138.47 | 6.050% | R 1 386 243.17 | 6.750% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 375 268.00 | 6.480% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 810.39 | R 4 170.10 | R 3 712.97 |
Old Mutual | R 2 797.20 | R 4 136.18 | R 3 706.89 |
Discovery | R 2 605.42 | R 3 998.98 | R 3 653.39 |
Momentum | R 2 550.20 | R 4 019.14 | R 3 646.95 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 923.06 | R 4 323.84 | R 3 827.07 |
Just Lifetime Income (Med)6 | R 3 129.42 | R 4 470.40 | R 3 918.84 |
Just Lifetime Income (High)6 | R 3 424.45 | R 4 672.64 | R 4 060.48 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 943.86 | R 277.19 | R 1 666.67 | 14.260% |
Metropolitan | R 1 893.30 | R 226.63 | R 1 666.67 | 11.970% |
Momentum | R 1 869.36 | R 202.69 | R 1 666.67 | 10.843% |
Old Mutual | R 1 850.49 | R 183.82 | R 1 666.67 | 9.934% |
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 534.59 | R 76.23 | R 5 345.86 | R 762.30 | |
Clientele life* | G | 2.43 | 5 ; 9 | R 530.10 | R 77.05 | R 5 379.60 | R 792.30 |
Discovery* | G | 3.5 | 5 ; 6 | R 462.51 | R 19.58 | R 5 100.02 | R 504.54 |
NEDgroup LIFE* | L | 5 | R 435.16 | R 32.08 | R 5 094.90 | R 469.30 | |
Momentum | G | 2.7 | 5 | R 407.78 | R 23.57 | R 4 999.55 | R 578.95 |
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 551.31 | R 83.00 | R 5 591.50 | R 852.40 |
Discovery* | G | 3.5 | 5 ; 6 | R 487.40 | R 22.93 | R 5 345.53 | R 537.56 |
Momentum | G | 2.7 | 5 | R 442.29 | R 31.36 | R 5 336.70 | R 660.68 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 89A4E E725C 57A6E 601E9 |
Metropolitan | Metquote Codes : 94BC5 BE284 65AC1 90275 |
Metropolitan | Metquote Codes : 5F3C5 17919 172D6 303C1 |
Momentum | Ann : A-MHDUQYX-Z4EWPTR-IDDBBPY |
Momentum | Guar : G-YHDUQ9P-J4EOQ9O-IKFBBC9 |
Momentum | Ge : GE-DCEJC-GBHDH-CLBCL-CGEBC-IIIDB-CDBCD |
Old Mutual | Max Income : A5W26QZZYZYYYYYYHHHHJZ5ZLEHHLNNJCKD |
Old Mutual | Ann : RLHYY VKEV8 FWJ3J U7PFW |
Old Mutual | Bond : QP8UUUUUUUUUUUUUUUUUUUCFUUUUUUUUMP5 |