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Updated: 19-March-2018 Valid until: 23-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 138 429.64 | 6.720% | R 1 390 794.19 | 6.820% | |
1 Life | L | 8 | R 137 976.00 | 6.650% | R 1 379 762.00 | 6.650% | |
Assupol | G | 2.35 | 8 ; 11 | R 134 518.36 | 6.110% | R 1 372 661.53 | 6.540% |
Discovery* | G | 3.5 | 8 | R 133 179.22 | 5.898% | R 1 365 491.36 | 6.428% |
Old Mutual Wealth | L | 8 ; 13 | R 132 178.42 | 5.690% | R 1 366 657.88 | 6.390% | |
NEDgroup LIFE* | L | 8 | R 131 918.49 | 5.697% | R 1 364 004.36 | 6.405% | |
Clientele life* | G | 2.43 | 8 | R 131 752.40 | 5.670% | R 1 361 745.02 | 6.370% |
Momentum | G | 2.7 | 8 | R 131 658.19 | 5.650% | R 1 364 127.73 | 6.410% |
Absa | L | 8 | R 127 110.58 | 4.915% | R 1 271 105.82 | 4.915% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 343 350.00 | 6.040% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 140 518.00 | 7.040% | R 1 405 175.00 | 7.040% | |
Clientele life* | L | 8 | R 140 517.53 | 7.040% | R 1 411 751.35 | 7.140% | |
Assupol | G | 2.35 | 8 ; 11 | R 136 430.73 | 6.410% | R 1 392 096.68 | 6.840% |
Discovery* | G | 3.5 | 8 | R 135 673.67 | 6.292% | R 1 391 435.93 | 6.830% |
Momentum | G | 2.7 | 8 | R 134 571.86 | 6.120% | R 1 393 396.88 | 6.860% |
Old Mutual* Wealth | L | 8 ; 13 | R 134 553.63 | 6.060% | R 1 390 935.63 | 6.760% | |
Clientele life* | G | 2.43 | 8 | R 133 759.45 | 5.987% | R 1 382 351.78 | 6.690% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 366 559.00 | 6.400% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 818.42 | R 4 176.19 | R 3 719.42 |
Old Mutual | R 2 805.51 | R 4 141.39 | R 3 715.39 |
Discovery | R 2 631.64 | R 4 037.86 | R 3 657.06 |
Momentum | R 2 560.06 | R 4 034.89 | R 3 661.45 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 924.59 | R 4 324.92 | R 3 828.88 |
Just Lifetime Income (Med)6 | R 3 131.01 | R 4 471.16 | R 3 920.70 |
Just Lifetime Income (High)6 | R 3 425.59 | R 4 672.67 | R 4 062.17 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 933.52 | R 266.85 | R 1 666.67 | 13.801% |
Metropolitan | R 1 890.74 | R 224.07 | R 1 666.67 | 11.851% |
Momentum | R 1 874.21 | R 207.54 | R 1 666.67 | 11.074% |
Old Mutual | R 1 850.86 | R 184.19 | R 1 666.67 | 9.952% |
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 522.24 | R 74.90 | R 5 301.00 | R 770.50 |
Discovery* | G | 3.5 | 5 ; 6 | R 459.64 | R 19.03 | R 5 071.08 | R 498.87 |
NEDgroup LIFE* | L | 5 | R 434.90 | R 32.00 | R 5 089.91 | R 468.33 | |
Absa | L | 5 | R 412.39 | R 56.92 | R 4 123.88 | R 569.16 | |
Momentum | G | 2.7 | 5 | R 410.29 | R 24.86 | R 5 025.60 | R 593.52 |
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 484.56 | R 22.38 | R 5 316.96 | R 531.87 |
Momentum | G | 2.7 | 5 | R 444.70 | R 32.73 | R 5 363.31 | R 675.78 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 4A7E3 69670 7EA0F F0132 |
Metropolitan | Metquote Codes : DFF0B 48086 24784 A02A3 |
Metropolitan | Metquote Codes : E74BE 4036A BCF09 10363 |
Momentum | Ann : A-MXCYQYD-Z4EWP3R-IDDBBPQ |
Momentum | Guar : G-YHDYQ9H-J4HOQ4W-IKEBBC9 |
Momentum | Ge : GE-DCEJC-GCLDH-CLBCL-CGIBC-IIKDB-CDBCD |
Old Mutual | Max Income : L5WW5RZZYYZYYYYYHHHHYZAZKEHNLNNJ6MQ |
Old Mutual | Ann : YJNSS KVJSV CPERE Z9WCA |
Old Mutual | Bond : 6P8UUUUUUUUUUUUUUUUUUUC6UUUUUUUMS6D |