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Updated: 04-June-2018 Valid until: 08-June-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*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 140 059.00 | 6.970% | R 1 400 587.00 | 6.970% | |
Clientele life* | L | 8 | R 139 927.78 | 6.950% | R 1 405 831.78 | 7.050% | |
Absa | L | 8 | R 139 263.16 | 6.848% | R 1 392 631.61 | 6.848% | |
Discovery* | G | 3.5 | 8 | R 137 484.99 | 6.574% | R 1 410 686.66 | 7.124% |
Assupol | G | 2.35 | 8 ; 11 | R 137 137.36 | 6.520% | R 1 399 277.80 | 6.950% |
Old Mutual Wealth | L | 8 ; 13 | R 135 002.11 | 6.080% | R 1 396 037.48 | 6.790% | |
Clientele life* | G | 2.43 | 8 | R 134 201.73 | 6.060% | R 1 387 542.24 | 6.770% |
Momentum | G | 2.7 | 8 | R 133 639.00 | 5.970% | R 1 384 637.00 | 6.730% |
NEDgroup LIFE* | L | 8 | R 133 285.89 | 5.915% | R 1 377 565.38 | 6.616% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 352 911.00 | 6.230% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 142 631.00 | 7.360% | R 1 426 305.00 | 7.360% | |
Clientele life* | L | 8 | R 142 033.70 | 7.270% | R 1 426 969.75 | 7.370% | |
Discovery* | G | 3.5 | 8 | R 139 369.00 | 6.864% | R 1 436 674.97 | 7.516% |
Assupol | G | 2.35 | 8 ; 11 | R 139 079.42 | 6.820% | R 1 419 013.43 | 7.250% |
Old Mutual Wealth | L | 8 ; 13 | R 137 450.24 | 6.460% | R 1 421 062.83 | 7.160% | |
Momentum | G | 2.7 | 8 | R 136 623.00 | 6.440% | R 1 414 606.00 | 7.180% |
Clientele life* | G | 2.43 | 8 | R 136 238.52 | 6.380% | R 1 408 460.24 | 7.090% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 376 556.00 | 6.600% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 906.78 | R 4 280.07 | R 3 816.96 |
Old Mutual | R 2 884.98 | R 4 247.23 | R 3 813.69 |
Discovery | R 2 671.45 | R 4 058.10 | R 3 702.84 |
Momentum | R 2 644.58 | R 4 141.74 | R 3 761.67 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 3 015.97 | R 4 423.21 | R 3 927.52 |
Just Lifetime Income (Med)6 | R 3 222.64 | R 4 567.99 | R 4 019.41 |
Just Lifetime Income (High)6 | R 3 514.78 | R 4 765.71 | R 4 159.61 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 946.98 | R 280.31 | R 1 666.67 | 14.397% |
Metropolitan | R 1 914.22 | R 247.55 | R 1 666.67 | 12.932% |
Momentum | R 1 889.77 | R 223.10 | R 1 666.67 | 11.806% |
Old Mutual | R 1 872.72 | R 206.05 | R 1 666.67 | 11.003% |
Institution | NatureSecurity | CARRatio | Notes | Gross annuity income (R100 000) | Taxable portion (R100 000) | Gross annuity income (R1 000 000) | Taxable portion (R1 000 000) |
---|---|---|---|---|---|---|---|
Absa | L | 5 | R 548.92 | R 79.03 | R 5 489.21 | R 790.29 | |
Clientele life* | G | 2.43 | 5 ; 9 | R 544.24 | R 80.99 | R 5 520.90 | R 832.20 |
Discovery* | G | 3.5 | 5 ; 6 | R 509.49 | R 31.38 | R 5 575.95 | R 628.66 |
NEDgroup LIFE* | L | 5 | R 444.06 | R 33.70 | R 5 182.87 | R 488.80 | |
Momentum | G | 2.7 | 5 | R 434.20 | R 30.96 | R 5 272.74 | R 660.67 |
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 565.41 | R 87.06 | R 5 732.40 | R 893.50 |
Discovery* | G | 3.5 | 5 ; 6 | R 525.78 | R 32.41 | R 5 819.49 | R 664.05 |
Momentum | G | 2.7 | 5 | R 469.14 | R 39.31 | R 5 613.73 | R 747.75 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 5AEC1 66267 4DA30 70127 |
Metropolitan | Metquote Codes : D4421 0EDAB A4184 E02FA |
Metropolitan | Metquote Codes : 47AE5 836D4 96EE0 70333 |
Momentum | Ann : A-MHDOQEZ-D4G7IUZ-JABBRA6 |
Momentum | Guar : G-YXDOQ9O-J4HOQCB-JKEBBK9 |
Momentum | Ge : GE-DCEJC-JBGDH-CLBCL-FLIBC-JBLDB-CDBCD |
Old Mutual | Max Income : 6VWXSJZJYYZYJYYJJH3HYY6Y3EJJJNNJ6XM |
Old Mutual | Ann : FSG3Z WKZW9 5VUXU 4MQAJ |
Old Mutual | Bond : 5Z8UUUUUUUUUUUUUUUUUUUA9UUUUUUUMP67 |