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Updated: 23-April-2018 Valid until: 27-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*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 137 912.00 | 6.640% | R 1 379 116.00 | 6.640% | |
Clientele life* | L | 8 | R 137 782.29 | 6.620% | R 1 384 296.38 | 6.720% | |
Absa | L | 8 | R 135 727.76 | 6.300% | R 1 357 277.65 | 6.300% | |
Discovery* | G | 3.5 | 8 | R 134 310.10 | 6.077% | R 1 378 110.17 | 6.624% |
Assupol | G | 2.35 | 8 ; 11 | R 134 265.01 | 6.070% | R 1 370 086.66 | 6.500% |
NEDgroup LIFE* | L | 8 | R 131 539.90 | 5.636% | R 1 360 115.07 | 6.345% | |
Momentum | G | 2.7 | 8 | R 131 050.00 | 5.560% | R 1 357 824.00 | 6.310% |
Old Mutual Wealth | L | 8 ; 13 | R 130 985.18 | 5.520% | R 1 354 220.74 | 6.220% | |
Clientele life* | G | 2.43 | 8 | R 130 696.00 | 5.500% | R 1 350 898.08 | 6.200% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 330 800.00 | 5.860% |
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 139 862.38 | 6.940% | R 1 405 175.28 | 7.040% | |
Discovery* | G | 3.5 | 8 | R 136 848.92 | 6.475% | R 1 403 498.38 | 7.014% |
Assupol | G | 2.35 | 8 ; 11 | R 136 174.50 | 6.370% | R 1 389 492.68 | 6.800% |
Momentum | G | 2.7 | 8 | R 133 977.00 | 6.020% | R 1 387 087.00 | 6.760% |
Old Mutual* Wealth | L | 8 ; 13 | R 133 360.25 | 5.900% | R 1 378 496.00 | 6.600% | |
Clientele life* | G | 2.43 | 8 | R 132 690.18 | 5.820% | R 1 371 373.61 | 6.520% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 354 015.00 | 6.220% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 770.20 | R 4 134.98 | R 3 664.95 |
Old Mutual | R 2 734.61 | R 4 080.80 | R 3 638.70 |
Discovery | R 2 571.15 | R 3 976.22 | R 3 597.55 |
Momentum | R 2 503.80 | R 3 980.19 | R 3 592.04 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 909.49 | R 4 306.35 | R 3 808.05 |
Just Lifetime Income (Med)6 | R 3 117.58 | R 4 453.76 | R 3 901.66 |
Just Lifetime Income (High)6 | R 3 413.40 | R4 656.49 | R 4 045.13 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 939.45 | R 272.78 | R 1 666.67 | 14.065% |
Metropolitan | R 1 893.73 | R 227.06 | R 1 666.67 | 11.990% |
Momentum | R 1 873.40 | R 206.73 | R 1 666.67 | 11.035% |
Old Mutual | R 1 853.43 | R 186.76 | R 1 666.67 | 10.077% |
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 |
Absa | L | 5 | R 510.52 | R 71.80 | R 5 105.22 | R 718.04 | |
Discovery* | G | 3.5 | 5 ; 6 | R 472.15 | R 21.45 | R 5 197.21 | R 524.03 |
NEDgroup LIFE* | L | 5 | R 428.63 | R 30.88 | R 5 023.01 | R 454.10 | |
Momentum | G | 2.7 | 5 | R 403.47 | R 23.72 | R 4 957.03 | R 581.46 |
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 497.14 | R 24.85 | R 5 443.69 | R 557.49 |
Momentum | G | 2.7 | 5 | R 438.27 | R 31.60 | R 5 298.34 | R 664.41 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 3B2EE E5B3A 56AA5 C0122 |
Metropolitan | Metquote Codes : BA084 737B2 681EA 20258 |
Metropolitan | Metquote Codes : BA6C1 45CE2 1A1CA 203D9 |
Momentum | Ann : A-MXCCQYW-Z4EWJHR-JVDBBXY |
Momentum | Guar : G-YHDCQ9N-J4EOQFO-JKFBBC9 |
Momentum | Ge : GE-DCEJC-HDFDH-CMBCL-BHJBC-IHKDB-CDBCD |
Old Mutual | Max Income : X9WX9LYYYYYYJYYJJH3JJZ6YKEJH3NHHQ4F |
Old Mutual | Ann : 6WFDK SA7KU HL9T9 D2JHK |
Old Mutual | Bond : A48UUUUUUUUUUUUUUUUUUUCKUUUUUUUUXXL |