Updated: 28-May-2018 Valid until: 01-June-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 139 274.83 | 6.850% | R 1 399 277.80 | 6.950% | |
1 Life | L | 8 | R 139 079.00 | 6.820% | R 1 390 794.00 | 6.820% | |
Absa | L | 8 | R 136 881.73 | 6.480% | R 1 387 713.17 | 6.773% | |
Discovery* | G | 3.5 | 8 | R 136 783.43 | 6.465% | R 1 403 488.22 | 7.014% |
Assupol | G | 2.35 | 8 ; 11 | R 136 430.73 | 6.410% | R 1 392 096.68 | 6.840% |
Old Mutual Wealth | L | 8 ; 13 | R 133 638.31 | 5.950% | R 1 381 361.66 | 6.660% | |
Clientele life* | G | 2.43 | 8 | R 133 381.27 | 5.930% | R 1 379 115.63 | 6.640% |
Momentum | G | 2.7 | 8 | R 132 997.00 | 5.870% | R 1 377 990.00 | 6.620% |
NEDgroup LIFE* | L | 8 | R 132 796.00 | 5.837% | R 1 372 502.20 | 6.538% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 348 800.00 | 6.150% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 141 637.00 | 7.210% | R 1 416 369.00 | 7.210% | |
Clientele life* | L | 8 | R 141 372.90 | 7.170% | R 1 420 337.01 | 7.270% | |
Discovery* | G | 3.5 | 8 | R 139 369.00 | 6.864% | R 1 429 343.96 | 7.406% |
Assupol | G | 2.35 | 8 ; 11 | R 138 364.79 | 6.710% | R 1 411 751.35 | 7.140% |
Old Mutual* Wealth | L | 8 ; 13 | R 136 061.26 | 6.330% | R 1 406 122.92 | 7.030% | |
Momentum | G | 2.7 | 8 | R 135 966.00 | 6.340% | R 1 407 818.00 | 7.080% |
Clientele life* | G | 2.43 | 8 | R 135 408.12 | 6.250% | R 1 399 932.10 | 6.960% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 372 356.00 | 6.520% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 888.03 | R 4 260.55 | R 3 798.18 |
Old Mutual | R 2 856.96 | R 4 215.85 | R 3 781.02 |
Discovery | R 2 672.79 | R 4 057.40 | R 3 702.47 |
Momentum | R 2 621.94 | R 4 117.33 | R 3 735.34 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 992.97 | R 4 397.18 | R 3 902.80 |
Just Lifetime Income (Med)6 | R 3 198.82 | R 4 541.76 | R 3 994.04 |
Just Lifetime Income (High)6 | R 3 490.63 | R 4 739.73 | R 4 133.68 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 945.36 | R 278.69 | R 1 666.67 | 14.326% |
Metropolitan | R 1 908.24 | R 241.57 | R 1 666.67 | 12.659% |
Momentum | R 1 885.84 | R 219.17 | R 1 666.67 | 11.622% |
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 536.39 | R 78.79 | R 5 442.40 | R 809.90 |
Absa | L | 5 | R 524.16 | R 75.09 | R 5 241.62 | R 750.91 | |
Discovery* | G | 3.5 | 5 ; 6 | R 501.02 | R 28.87 | R 5 489.94 | R 602.12 |
NEDgroup LIFE* | L | 5 | R 439.49 | R 32.85 | R 5 132.84 | R 477.73 | |
Momentum | G | 2.7 | 5 | R 426.74 | R 29.19 | R 5 195.30 | R 641.10 |
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 557.58 | R 84.79 | R 5 654.41 | R 870.60 |
Discovery* | G | 3.5 | 5 ; 6 | R 525.78 | R 32.41 | R 5 733.98 | R 636.96 |
Momentum | G | 2.7 | 5 | R 461.68 | R 37.44 | R 5 537.68 | R 727.65 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : A1DE4 7F5CA 18D79 0017E |
Metropolitan | Metquote Codes : F501E A0D76 94E36 C02D0 |
Metropolitan | Metquote Codes : 1A367 13777 1DC3A B0367 |
Momentum | Ann : A-MXCMQY4-64FOLZJ-JPABRAR |
Momentum | Guar : G-YHDMQ9D-J4EOQLB-JKFBBS9 |
Momentum | Ge : GE-DCEJC-IDKDH-CLBCL-ELMBC-IKLDB-CDBCD |
Old Mutual | Max Income : D4WXSHYYYYZYJYYJJH3HJZ6Y3EJJJNNH949 |
Old Mutual | Ann : B4MCS HN6HT SBXUX WG8CA |
Old Mutual | Bond : 2L8UUUUUUUUUUUUUUUUUUUAXUUUUUUUUDYC |