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Updated: 07-May-2018 Valid until: 11-May-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 139 079.42 | 6.820% | R 1 396 009.99 | 6.900% | |
1 Life | L | 8 | R 138 819.00 | 6.780% | R 1 388 192.00 | 6.780% | |
Absa | L | 8 | R 136 777.94 | 6.464% | R 1 379 108.29 | 6.640% | |
Discovery* | G | 3.5 | 8 | R 136 065.90 | 6.353% | R 1 396 125.89 | 6.902% |
Assupol | G | 2.35 | 8 ; 11 | R 135 663.19 | 6.290% | R 1 384 296.38 | 6.720% |
Old Mutual Wealth | L | 8 ; 13 | R 132 867.54 | 5.760% | R 1 374 002.49 | 6.470% | |
Clientele life* | G | 2.43 | 8 | R 132 314.43 | 5.760% | R 1 368 158.05 | 6.470% |
Momentum | G | 2.7 | 8 | R 132 121.00 | 5.730% | R 1 368 913.00 | 6.480% |
NEDgroup LIFE* | L | 8 | R 131 885.08 | 5.691% | R 1 363 188.25 | 6.393% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 346 767.00 | 6.050% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 141 373.00 | 7.170% | R 1 413 729.00 | 7.170% | |
Clientele life* | L | 8 | R 141 175.13 | 7.140% | R 1 417 029.90 | 7.220% | |
Discovery* | G | 3.5 | 8 | R 138 637.97 | 6.752% | R 1 421 845.97 | 7.293% |
Assupol | G | 2.35 | 8 ; 11 | R 137 588.56 | 6.590% | R 1 403 863.02 | 7.020% |
Old Mutual* Wealth | L | 8 ; 13 | R 135 276.99 | 6.140% | R 1 398 632.92 | 6.840% | |
Momentum | G | 2.7 | 8 | R 135 071.00 | 6.200% | R 1 398 412.00 | 6.940% |
Clientele life* | G | 2.43 | 8 | R 134 328.31 | 6.080% | R 1 388 842.29 | 6.790% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 370 202.00 | 6.410% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Old Mutual | R 2 813.99 | R 4 170.49 | R 3 731.73 |
Metropolitan | R 2 812.86 | R 4 181.73 | R 3 712.26 |
Discovery | R 2 597.32 | R 3 977.75 | R 3 632.65 |
Momentum | R 2 575.69 | R 4 060.83 | R 3 677.66 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 959.99 | R 4 361.58 | R 3 864.55 |
Just Lifetime Income (Med)6 | R 3 167.17 | R 4 507.75 | R 3 957.13 |
Just Lifetime Income (High)6 | R 3 461.33 | R 4 708.27 | R 4 098.97 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 939.88 | R 273.21 | R 1 666.67 | 14.084% |
Metropolitan | R 1 903.97 | R 237.30 | R 1 666.67 | 12.464% |
Momentum | R 1 878.04 | R 211.37 | R 1 666.67 | 11.255% |
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 539.53 | R 79.67 | R 5 473.80 | R 818.80 |
Absa | L | 5 | R 521.61 | R 73.46 | R 5 216.11 | R 734.64 | |
Discovery* | G | 3.5 | 5 ; 6 | R 492.95 | R 26.94 | R 5 408.27 | R 581.92 |
NEDgroup LIFE* | L | 5 | R 432.43 | R 31.58 | R 5 059.92 | R 461.90 | |
Momentum | G | 2.7 | 5 | R 415.73 | R 26.19 | R 5 082.33 | R 608.35 |
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 560.71 | R 85.69 | R 5 685.50 | R 879.70 |
Discovery* | G | 3.5 | 5 ; 6 | R 517.78 | R 30.45 | R 5 653.13 | R 616.49 |
Momentum | G | 2.7 | 5 | R 450.64 | R 34.25 | R 5 423.25 | R 693.09 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : D4653 87C25 0E493 501DE |
Metropolitan | Metquote Codes : 14F77 B43A9 B93CA D0237 |
Metropolitan | Metquote Codes : 90949 1B86A ED8A4 B035D |
Momentum | Ann : A-MXDGQYQ-V4EOOXJ-J3CBB9W |
Momentum | Guar : G-YHDGQ9Q-J4FOQR7-JKGBBS9 |
Momentum | Ge : GE-DCEJC-IBJDH-CLBCL-DJDBC-IJHDB-CDBCD |
Old Mutual | Max Income : T4WXS3YYYYYYYJYJJHHHJZZY3EJHKHHJZ8M |
Old Mutual | Ann : NFEK3 63HQ2 7RNPN QFCTW |
Old Mutual | Bond : 3L8UUUUUUUUUUUUUUUUUUUC9UUUUUUUUWZL |