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Updated: 11-June-2018 Valid until: 15-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*** |
---|---|---|---|---|---|---|---|
Clientele life* | L | 8 | R 141 702.99 | 7.220% | R 1 423 650.29 | 7.320% | |
1 Life | L | 8 | R 141 637.00 | 7.210% | R 1 416 369.00 | 7.210% | |
Absa | L | 8 | R 140 914.24 | 7.100% | R 1 409 142.42 | 7.100% | |
Assupol | G | 2.35 | 8 ; 11 | R 139 209.67 | 6.840% | R 1 420 999.17 | 7.280% |
Discovery* | G | 3.5 | 8 | R 138 903.12 | 6.793% | R 1 425 237.61 | 7.344% |
Old Mutual Wealth | L | 8 ; 13 | R 136 307.76 | 6.310% | R 1 409 259.97 | 7.010% | |
Clientele life* | G | 2.43 | 8 | R 135 663.19 | 6.290% | R 1 401 896.46 | 6.990% |
NEDgroup LIFE* | L | 8 | R 134 536.33 | 6.113% | R 1 389 901.59 | 6.806% | |
Momentum | G | 2.7 | 8 | R 134 333.00 | 6.080% | R 1 391 965.00 | 6.840% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 366 976.00 | 6.380% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 144 232.00 | 7.600% | R 1 442 319.00 | 7.600% | |
Clientele life* | L | 8 | R 143 830.23 | 7.540% | R 1 445 001.99 | 7.640% | |
Discovery* | G | 3.5 | 8 | R 141 528.76 | 7.194% | R 1 451 494.05 | 7.737% |
Assupol | G | 2.35 | 8 ; 11 | R 141 175.13 | 7.140% | R 1 440 979.16 | 7.580% |
Old Mutual* Wealth | L | 8 ; 13 | R 138 779.35 | 6.690% | R 1 434 521.86 | 7.390% | |
Clientele life* | G | 2.43 | 8 | R 137 717.69 | 6.610% | R 1 422 987.14 | 7.310% |
Momentum | G | 2.7 | 8 | R 137 332.00 | 6.550% | R 1 421 955.00 | 7.290% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 390 743.00 | 6.740% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 969.04 | R 4 346.97 | R 3 890.48 |
Old Mutual | R 2 962.97 | R 4 327.10 | R 3 901.64 |
Momentum | R 2 721.23 | R 4 212.76 | R 3 852.99 |
Discovery | R 2 720.73 | R 4 097.59 | R 3 737.59 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 3 067.53 | R 4 476.47 | R 3 985.14 |
Just Lifetime Income (Med)6 | R 3 271.16 | R 4 618.67 | R 4 074.60 |
Just Lifetime Income (High)6 | R 3 559.14 | R 4 812.51 | R 4 211.15 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 953.66 | R 286.99 | R 1 666.67 | 14.690% |
Metropolitan | R 1 920.64 | R 253.97 | R 1 666.67 | 13.223% |
Momentum | R 1 892.31 | R 225.64 | R 1 666.67 | 11.924% |
Old Mutual | R 1 879.24 | R 212.57 | R 1 666.67 | 11.312% |
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 567.24 | R 83.33 | R 5 672.44 | R 833.30 | |
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 525.25 | R 35.31 | R 5 735.33 | R 669.65 |
NEDgroup LIFE* | L | 5 | R 455.89 | R 35.98 | R 5 305.13 | R 516.15 | |
Momentum | G | 2.7 | 5 | R 444.74 | R 35.22 | R 5 382.53 | R 707.80 |
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 586.54 | R 93.30 | R 5 943.50 | R 956.60 |
Discovery* | G | 3.5 | 5 ; 6 | R 549.80 | R 38.95 | R 5 977.28 | R 705.56 |
Momentum | G | 2.7 | 5 | R 479.83 | R 43.81 | R 5 724.83 | R 798.04 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 541F3 B0F5B 10D14 101C0 |
Metropolitan | Metquote Codes : C87AC A8A0E CCF33 10211 |
Metropolitan | Metquote Codes : 06375 5C62B A664E 303D0 |
Momentum | Ann : A-MXDQQEC-L4H7N4Z-JUABRIX |
Momentum | Guar : G-YHDQQ9T-J4HOQOR-JKFBB29 |
Momentum | Ge : GE-DCEJC-JCDDH-CLBCL-IDIBC-JDCDB-CDBCD |
Old Mutual | Max Income : VWX4YYYYZYYYYYJJ3HHJZ6YHEJHKHNJHPH |
Old Mutual | Ann : RG9SX DB3DG ANRET 6V755 |
Old Mutual | Bond : BZ8UUUUUUUUUUUUUUUUUUU8VUUUUUUUMFC2 |