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Updated: 16-April-2018 Valid until: 20-April-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 138 105.66 | 6.670% | R 1 387 542.24 | 6.770% | |
1 Life | L | 8 | R 137 847.00 | 6.630% | R 1 378 469.00 | 6.630% | |
Absa | L | 8 | R 135 502.05 | 6.265% | R 1 355 020.48 | 6.265% | |
Discovery* | G | 3.5 | 8 | R 134 521.58 | 6.111% | R 1 380 280.08 | 6.658% |
Assupol | G | 2.35 | 8 ; 11 | R 134 518.36 | 6.110% | R 1 373 305.85 | 6.550% |
Old Mutual Wealth | L | 8 ; 13 | R 132 262.07 | 5.700% | R 1 367 518.96 | 6.400% | |
NEDgroup LIFE* | L | 8 | R 131 904.64 | 5.694% | R 1 363 886.53 | 6.403% | |
Clientele life* | G | 2.43 | 8 | R 131 814.75 | 5.680% | R 1 362 385.24 | 6.380% |
Momentum | G | 2.7 | 8 | R 131 609.00 | 5.650% | R 1 363 615.00 | 6.400% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 338 725.00 | 5.960% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 140 386.00 | 7.020% | R 1 403 863.00 | 7.020% | |
Clientele life* | L | 8 | R 140 189.65 | 6.990% | R 1 408 460.24 | 7.090% | |
Discovery* | G | 3.5 | 8 | R 137 064.39 | 6.509% | R 1 405 708.21 | 7.048% |
Assupol | G | 2.35 | 8 ; 11 | R 136 430.73 | 6.410% | R 1 392 748.29 | 6.850% |
Old Mutual* Wealth | L | 8 ; 13 | R 134 660.36 | 6.080% | R 1 392 032.76 | 6.780% | |
Momentum | G | 2.7 | 8 | R 134 548.00 | 6.110% | R 1 393 136.00 | 6.860% |
Clientele life* | G | 2.43 | 8 | R 133 822.56 | 6.000% | R 1 382 999.74 | 6.700% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 362 050.00 | 6.320% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 767.54 | R 4 128.97 | R 3 661.78 |
Old Mutual | R 2 758.70 | R 4 107.14 | R 3 666.24 |
Discovery | R 2 611.48 | R 4 004.35 | R 3 655.64 |
Momentum | R 2 534.41 | R 4 008.46 | R 3 630.44 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 930.00 | R 4 328.97 | R 3 831.90 |
Just Lifetime Income (Med)6 | R 3 137.21 | R 4 475.55 | R 3 924.59 |
Just Lifetime Income (High)6 | R 3 431.92 | R4 677.10 | R 4 066.80 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 944.32 | R 277.65 | R 1 666.67 | 14.280% |
Metropolitan | R 1 895.43 | R 228.76 | R 1 666.67 | 12.069% |
Momentum | R 1 877.94 | R 211.27 | R 1 666.67 | 11.250% |
Old Mutual | R 1 856.09 | R 189.42 | R 1 666.67 | 10.206% |
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 526.17 | R 75.97 | R 5 340.30 | R 781.40 |
Absa | L | 5 | R 509.42 | R 72.75 | R 5 094.19 | R 727.46 | |
Discovery* | G | 3.5 | 5 ; 6 | R 474.61 | R 22.05 | R 5 222.17 | R 530.33 |
NEDgroup LIFE* | L | 5 | R 432.69 | R 31.60 | R 5 065.14 | R 462.93 | |
Momentum | G | 2.7 | 5 | R 410.52 | R 25.58 | R 5 029.43 | R 602.02 |
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 547.38 | R 81.88 | R 5 552.30 | R 841.20 |
Discovery* | G | 3.5 | 5 ; 6 | R 499.58 | R 25.46 | R 5 468.43 | R 563.91 |
Momentum | G | 2.7 | 5 | R 445.33 | R 33.53 | R 5 370.80 | R 685.85 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 57E37 FC753 A09ED 301E2 |
Metropolitan | Metquote Codes : CEDF1 7FBAB D28DA 20229 |
Metropolitan | Metquote Codes : 06544 2EEEC 6073F 00312 |
Momentum | Ann : A-MXDAQYE-Z4GWLRR-JNCBBPU |
Momentum | Guar : G-YHDAQ96-J4GOQSO-JKGBBS9 |
Momentum | Ge : GE-DCEJC-HCIDH-CLBCL-CHDBC-IIJDB-CDBCD |
Old Mutual | Max Income : N9WX9LZYYYYYJYYJHJ3JJZ6YKEHN3HNHXMM |
Old Mutual | Ann : MPJWW 36D4F 8XBVB WE58Z |
Old Mutual | Bond : G48UUUUUUUUUUUUUUUUUUUCYUUUUUUUM58C |