Updated: 14-May-2018 Valid until: 18-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 138 754.22 | 6.770% | R 1 392 748.96 | 6.850% | |
1 Life | L | 8 | R 138 495.00 | 6.730% | R 1 384 945.00 | 6.730% | |
Absa | L | 8 | R 136 418.51 | 6.408% | R 1 383 017.05 | 6.700% | |
Discovery* | G | 3.5 | 8 | R 136 367.65 | 6.400% | R 1 399 222.07 | 6.949% |
Assupol | G | 2.35 | 8 ; 11 | R 135 599.39 | 6.280% | R 1 383 647.94 | 6.710% |
Old Mutual Wealth | L | 8 ; 13 | R 132 644.26 | 5.750% | R 1 371 523.82 | 6.450% | |
Momentum | G | 2.7 | 8 | R 132 371.00 | 5.770% | R 1 371 502.00 | 6.520% |
Clientele life* | G | 2.43 | 8 | R 132 126.87 | 5.730% | R 1 365 589.95 | 6.430% |
NEDgroup LIFE* | L | 8 | R 131 702.84 | 5.662% | R 1 361 304.52 | 6.363% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 348 961.00 | 6.110% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 141 043.00 | 7.120% | R 1 410 434.00 | 7.120% | |
Clientele life* | L | 8 | R 140 846.02 | 7.090% | R 1 413 728.96 | 7.170% | |
Discovery* | G | 3.5 | 8 | R 138 945.37 | 6.799% | R 1 424 999.17 | 7.340% |
Assupol | G | 2.35 | 8 ; 11 | R 137 524.03 | 6.580% | R 1 403 207.25 | 7.010% |
Momentum | G | 2.7 | 8 | R 135 326.00 | 6.240% | R 1 401 056.00 | 6.980% |
Old Mutual* Wealth | L | 8 ; 13 | R 135 049.53 | 6.130% | R 1 396 109.51 | 6.830% | |
Clientele life* | G | 2.43 | 8 | R 134 138.47 | 6.050% | R 1 386 243.17 | 6.750% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 372 462.00 | 6.470% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 853.08 | R 4 218.17 | R 3 756.85 |
Old Mutual | R 2 852.04 | R 4 208.95 | R 3 774.67 |
Discovery | R 2 622.45 | R 4 017.18 | R 3 633.03 |
Momentum | R 2 611.56 | R 4 088.32 | R 3 720.13 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 973.13 | R 4 375.08 | R 3 878.77 |
Just Lifetime Income (Med)6 | R 3 179.77 | R 4 520.67 | R 3 971.08 |
Just Lifetime Income (High)6 | R 3 472.79 | R 4 720.14 | R 4 112.20 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 947.61 | R 280.94 | R 1 666.67 | 14.425% |
Metropolitan | R 1 906.53 | R 239.86 | R 1 666.67 | 12.581% |
Momentum | R 1 877.71 | R 211.04 | R 1 666.67 | 11.239% |
Old Mutual | R 1 868.01 | R 201.34 | R 1 666.67 | 10.778% |
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 5 536.60 | R 836.70 |
Absa | L | 5 | R 519.94 | R 75.00 | R 5 199.38 | R 750.02 | |
Discovery* | G | 3.5 | 5 ; 6 | R 496.47 | R 27.86 | R 5 443.89 | R 591.61 |
NEDgroup LIFE* | L | 5 | R 430.31 | R 31.18 | R 5 038.42 | R 457.40 | |
Momentum | G | 2.7 | 5 | R 420.81 | R 28.99 | R 5 137.08 | R 640.08 |
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 556.80 | R 84.57 | R 5 748.10 | R 898.10 |
Discovery* | G | 3.5 | 5 ; 6 | R 521.27 | R 31.39 | R 5 688.46 | R 626.35 |
Momentum | G | 2.7 | 5 | R 455.86 | R 37.24 | R 5 479.35 | R 726.56 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : A598E 9B92D 12938 C01F8 |
Metropolitan | Metquote Codes : 7150E 49D25 73C78 202BB |
Metropolitan | Metquote Codes : 09815 02F67 C1804 203F7 |
Momentum | Ann : A-MHDIQYN-N4GONHJ-JXABRA7 |
Momentum | Guar : G-YHDIQ9Q-J4HOQC7-JKEBBK9 |
Momentum | Ge : GE-DCEJC-ICGDH-CLBCL-ECGBC-IJLDB-CDBCD |
Old Mutual | Max Income : F4WXSHYYYYYYYYJYHHHHYY6Y3EJHKHHJ54F |
Old Mutual | Ann : G9ZNV FCSF3 V5Q8Q P6XD6 |
Old Mutual | Bond : RL8UUUUUUUUUUUUUUUUUUUC7UUUUUUUMKEG |