Updated: 26-March-2018 Valid until: 30-March-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 137 137.36 | 6.520% | R 1 377 822.88 | 6.620% | |
1 Life | L | 8 | R 136 944.00 | 6.490% | R 1 369 444.00 | 6.490% | |
Assupol | G | 2.35 | 8 ; 11 | R 133 570.25 | 5.960% | R 1 363 025.70 | 6.390% |
Discovery* | G | 3.5 | 8 | R 132 685.97 | 5.819% | R 1 361 430.44 | 6.365% |
Old Mutual Wealth | L | 8 ; 13 | R 131 709.44 | 5.630% | R 1 361 657.16 | 6.340% | |
Momentum | G | 2.7 | 8 | R 131 409.45 | 5.610% | R 1 361 550.50 | 6.370% |
Clientele life* | G | 2.43 | 8 | R 131 378.78 | 5.610% | R 1 358 547.54 | 6.320% |
NEDgroup LIFE* | L | 8 | R 130 826.46 | 5.521% | R 1 352 713.00 | 6.229% | |
Absa | L | 8 | R 126 378.91 | 4.794% | R 1 263 789.06 | 4.794% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 337 283.00 | 5.960% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 139 405.00 | 6.870% | R 1 394 052.00 | 6.870% | |
Clientele life* | L | 8 | R 139 209.67 | 6.840% | R 1 398 623.75 | 6.940% | |
Assupol | G | 2.35 | 8 ; 11 | R 135 471.85 | 6.260% | R 1 382 351.78 | 6.690% |
Discovery* | G | 3.5 | 8 | R 135 171.19 | 6.213% | R 1 386 282.64 | 6.751% |
Momentum | G | 2.7 | 8 | R 134 317.62 | 6.080% | R 1 390 632.16 | 6.820% |
Old Mutual* Wealth | L | 8 ; 13 | R 134 076.11 | 6.010% | R 1 385 845.82 | 6.710% | |
Clientele life* | G | 2.43 | 8 | R 133 381.27 | 5.930% | R 1 379 115.63 | 6.640% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 360 416.00 | 6.330% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 767.59 | R 4 130.60 | R 3 665.23 |
Old Mutual | R 2 744.73 | R 4 087.41 | R 3 648.85 |
Discovery | R 2 608.49 | R 4 001.70 | R 3 654.53 |
Momentum | R 2 502.69 | R 3 978.40 | R 3 609.33 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 902.85 | R 4 300.91 | R 3 803.80 |
Just Lifetime Income (Med)6 | R 3 110.03 | R 4 447.96 | R 3 896.32 |
Just Lifetime Income (High)6 | R 3 405.70 | R 4 650.81 | R 4 038.79 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 935.24 | R 268.57 | R 1 666.67 | 13.878% |
Metropolitan | R 1 889.46 | R 222.79 | R 1 666.67 | 11.791% |
Momentum | R 1 869.70 | R 203.03 | R 1 666.67 | 10.859% |
Old Mutual | R 1 849.35 | R 182.68 | R 1 666.67 | 9.878% |
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 514.36 | R 72.77 | R 5 222.40 | R 749.00 |
Discovery* | G | 3.5 | 5 ; 6 | R 454.02 | R 17.87 | R 5 014.41 | R 486.71 |
NEDgroup LIFE* | L | 5 | R 420.71 | R 29.45 | R 4 942.80 | R 436.88 | |
Momentum | G | 2.7 | 5 | R 406.42 | R 23.41 | R 4 986.45 | R 577.43 |
Absa | L | 5 | R 403.94 | R 56.06 | R 4 039.39 | R 560.58 |
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 479.01 | R 21.20 | R 5 260.94 | R 519.56 |
Momentum | G | 2.7 | 5 | R 440.93 | R 31.17 | R 5 323.68 | R 659.07 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : EE47E 3335C E6CCE 601EE |
Metropolitan | Metquote Codes : 874CF 3013F 8CB2D 502AE |
Metropolitan | Metquote Codes : 99B3F 761B8 E61BA 60328 |
Momentum | Ann : A-UHD2QYF-J4HWJ7B-IVDBBX9 |
Momentum | Guar : G-YXD2Q9V-J4FOQHW-IKGBBC9 |
Momentum | Ge : GE-DCEJC-GDIDH-CMBCL-CCGBC-IIGDB-CDBCD |
Old Mutual | Max Income : 25WW5RZYYZYYYYYJHHHHJZ6Y3EHNKHNHER2 |
Old Mutual | Ann : R9TLE 97YE7 X8S5S R4MX8 |
Old Mutual | Bond : 7P8UUUUUUUUUUUUUUUUUUUCRUUUUUUUML2V |