Updated: 21-May-2018 Valid until: 25-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*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 140 780.00 | 7.080% | R 1 407 803.00 | 7.080% | |
Clientele life* | L | 8 | R 140 583.18 | 7.050% | R 1 412 410.30 | 7.150% | |
Absa | L | 8 | R 138 644.40 | 6.753% | R 1 405 583.24 | 7.046% | |
Assupol | G | 2.35 | 8 ; 11 | R 137 330.59 | 6.550% | R 1 401 896.46 | 6.990% |
Discovery* | G | 3.5 | 8 | R 137 225.52 | 6.534% | R 1 408 024.37 | 7.083% |
Old Mutual Wealth | L | 8 ; 13 | R 133 867.71 | 5.970% | R 1 383 903.84 | 6.670% | |
Clientele life* | G | 2.43 | 8 | R 133 507.24 | 5.950% | R 1 379 762.38 | 6.650% |
NEDgroup LIFE* | L | 8 | R 132 895.63 | 5.853% | R 1 373 127.94 | 6.547% | |
Momentum | G | 2.7 | 8 | R 132 621.00 | 5.810% | R 1 374 094.00 | 6.560% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 351 761.00 | 6.180% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 143 363.00 | 7.470% | R 1 433 627.00 | 7.470% | |
Clientele life* | L | 8 | R 142 696.97 | 7.370% | R 1 433 627.24 | 7.470% | |
Discovery* | G | 3.5 | 8 | R 139 819.45 | 6.933% | R 1 433 963.63 | 7.475% |
Assupol | G | 2.35 | 8 ; 11 | R 139 274.83 | 6.850% | R 1 421 661.58 | 7.290% |
Old Mutual* Wealth | L | 8 ; 13 | R 136 294.96 | 6.350% | R 1 408 710.97 | 7.050% | |
Momentum | G | 2.7 | 8 | R 135 582.00 | 6.280% | R 1 403 838.00 | 7.020% |
Clientele life* | G | 2.43 | 8 | R 135 535.61 | 6.270% | R 1 400 586.64 | 6.970% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 375 340.00 | 6.540% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 885.35 | R 4 254.55 | R 3 795.03 |
Old Mutual | R 2 882.27 | R 4 242.06 | R 3 809.83 |
Discovery | R 2 669.63 | R 4 056.63 | R 3 701.86 |
Momentum | R 2 653.33 | R 4 155.69 | R 3 774.46 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 997.88 | R 4 402.97 | R 3 907.88 |
Just Lifetime Income (Med)6 | R 3 204.25 | R 4 547.67 | R 3 999.70 |
Just Lifetime Income (High)6 | R 3 496.20 | R 4 745.46 | R 4 139.67 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 957.26 | R 290.59 | R 1 666.67 | 14.847% |
Metropolitan | R 1 911.23 | R 244.56 | R 1 666.67 | 12.796% |
Momentum | R 1 891.38 | R 224.71 | R 1 666.67 | 11.881% |
Old Mutual | R 1 871.56 | R 204.89 | R 1 666.67 | 10.948% |
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 552.09 | R 83.22 | R 5 599.30 | R 854.70 |
Absa | L | 5 | R 545.55 | R 81.00 | R 5 455.47 | R 809.96 | |
Discovery* | G | 3.5 | 5 ; 6 | R 506.33 | R 30.42 | R 5 543.80 | R 618.43 |
NEDgroup LIFE* | L | 5 | R 442.44 | R 33.40 | R 5 157.85 | R 483.25 | |
Momentum | G | 2.7 | 5 | R 424.05 | R 29.98 | R 5 170.83 | R 651.01 |
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 573.24 | R 89.35 | R 5 810.70 | R 916.70 |
Discovery* | G | 3.5 | 5 ; 6 | R 531.05 | R 33.98 | R 5 787.50 | R 653.60 |
Momentum | G | 2.7 | 5 | R 459.13 | R 38.29 | R 5 514.63 | R 738.41 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 3A7CE 31D86 C10FA C0174 |
Metropolitan | Metquote Codes : 029B2 7E8EF 2C875 E02BC |
Metropolitan | Metquote Codes : 49A00 40A1E 519CE 4030D |
Momentum | Ann : A-MXDKQEG-64HOPYJ-JABBRAV |
Momentum | Guar : G-YHDKQ9T-J4FOQBB-JKGBBK9 |
Momentum | Ge : GE-DCEJC-IDDDH-CLBCL-EJLBC-IKFDB-CDBCD |
Old Mutual | Max Income : R4WXSJYYYYYYYYYJHHHHYZ6YKEJHKHNJCYH |
Old Mutual | Ann : 9WWYE GQ7GD E4CAC YHN38 |
Old Mutual | Bond : YL8UUUUUUUUUUUUUUUUUUUAGUUUUUUUUMQU |