Updated: 30-April-2018 Valid until: 04-May-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 138 429.64 | 6.720% | R 1 390 794.19 | 6.820% | |
1 Life | L | 8 | R 138 170.00 | 6.680% | R 1 381 704.00 | 6.680% | |
Absa | L | 8 | R 136 120.73 | 6.362% | R 1 372 481.79 | 6.537% | |
Discovery* | G | 3.5 | 8 | R 136 047.06 | 6.350% | R 1 395 932.55 | 6.899% |
Assupol | G | 2.35 | 8 ; 11 | R 135 026.22 | 6.190% | R 1 377 822.88 | 6.620% |
Old Mutual Wealth | L | 8 ; 13 | R 132 007.96 | 5.700% | R 1 364 540.93 | 6.410% | |
Clientele life* | G | 2.43 | 8 | R 131 814.75 | 5.680% | R 1 363 025.70 | 6.390% |
Momentum | G | 2.7 | 8 | R 131 734.00 | 5.670% | R 1 364 905.00 | 6.420% |
NEDgroup LIFE* | L | 8 | R 131 563.46 | 5.640% | R 1 359 788.43 | 6.339% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 340 491.00 | 6.030% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 140 715.00 | 7.070% | R 1 407 146.00 | 7.070% | |
Clientele life* | L | 8 | R 140 517.53 | 7.040% | R 1 411 751.35 | 7.140% | |
Discovery* | G | 3.5 | 8 | R 138 618.71 | 6.749% | R 1 421 649.06 | 7.290% |
Assupol | G | 2.35 | 8 ; 11 | R 136 944.36 | 6.490% | R 1 397 316.38 | 6.920% |
Momentum | G | 2.7 | 8 | R 134 675.00 | 6.130% | R 1 394 453.00 | 6.880% |
Old Mutual* Wealth | L | 8 ; 13 | R 134 401.38 | 6.080% | R 1 389 000.73 | 6.780% | |
Clientele life* | G | 2.43 | 8 | R 133 822.56 | 6.000% | R 1 383 647.94 | 6.710% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 363 915.00 | 6.400% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Old Mutual | R 2 815.57 | R 4 171.57 | R 3 733.44 |
Metropolitan | R 2 780.86 | R 4 147.07 | R 3 677.62 |
Discovery | R 2 594.46 | R 3 941.01 | R 3 597.93 |
Momentum | R 2 579.83 | R 4 067.48 | R 3 683.75 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 960.27 | R 4 361.46 | R 3 867.18 |
Just Lifetime Income (Med)6 | R 3 166.02 | R 4 506.47 | R 3 958.49 |
Just Lifetime Income (High)6 | R 3 458.47 | R4 705.57 | R 4 098.48 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 938.66 | R 271.99 | R 1 666.67 | 14.030% |
Metropolitan | R 1 903.97 | R 237.30 | R 1 666.67 | 12.464% |
Momentum | R 1 880.48 | R 213.81 | R 1 666.67 | 11.370% |
Old Mutual | R 1 864.09 | R 197.42 | R 1 666.67 | 10.591% |
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 531.67 | R 77.49 | R 5 395.30 | R 796.70 |
Absa | L | 5 | R 514.44 | R 72.18 | R 5 144.38 | R 721.75 | |
Discovery* | G | 3.5 | 5 ; 6 | R 492.58 | R 26.73 | R 5 404.34 | R 579.61 |
NEDgroup LIFE* | L | 5 | R 428.85 | R 30.90 | R 5 022.80 | R 454.08 | |
Momentum | G | 2.7 | 5 | R 412.30 | R 26.26 | R 5 049.27 | R 609.95 |
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 552.87 | R 83.44 | R 5 607.10 | R 856.90 |
Discovery* | G | 3.5 | 5 ; 6 | R 517.40 | R 30.23 | R 5 649.14 | R 614.10 |
Momentum | G | 2.7 | 5 | R 447.30 | R 34.35 | R 5 391.05 | R 694.91 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : BC089 463AA D9047 6013A |
Metropolitan | Metquote Codes : 17C32 B4D6B FA132 D02A8 |
Metropolitan | Metquote Codes : 20A6B 0C794 9176B 103BB |
Momentum | Ann : A-MXDEQYL-V4EOKDJ-J3CBB9W |
Momentum | Guar : G-YXDEQ9J-J4FOQU7-JKEBBS9 |
Momentum | Ge : GE-DCEJC-HECDH-CLBCL-CLJBC-IILDB-CDBCD |
Old Mutual | Max Income : C9WX9HYYYYYYYJYJJHHHJZ6YKEJHKHNJLV4 |
Old Mutual | Ann : X56NU EU6EA GZKDK 9SY8G |
Old Mutual | Bond : D48UUUUUUUUUUUUUUUUUUUCCUUUUUUUU93R |