Updated: 02-July-2018 Valid until: 06-July-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 141 769.08 | 7.230% | R 1 423 650.29 | 7.320% | |
1 Life | L | 8 | R 141 769.00 | 7.230% | R 1 417 691.00 | 7.230% | |
Absa | L | 8 | R 141 081.05 | 7.126% | R 1 410 810.45 | 7.126% | |
Discovery* | G | 3.5 | 8 | R 140 178.49 | 6.988% | R 1 438 323.72 | 7.540% |
Assupol | G | 2.35 | 8 ; 11 | R 139 079.42 | 6.820% | R 1 419 675.09 | 7.260% |
Old Mutual Wealth | L | 8 ; 13 | R 136 641.15 | 6.330% | R 1 412 901.72 | 7.030% | |
Clientele life* | G | 2.43 | 8 | R 135 790.88 | 6.310% | R 1 403 207.25 | 7.010% |
Momentum | G | 2.7 | 8 | R 135 676.00 | 6.290% | R 1 405 897.00 | 7.050% |
NEDgroup LIFE* | L | 8 | R 132 661.47 | 5.815% | R 1 368 888.08 | 6.481% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 373 514.00 | 6.550% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 144 366.00 | 7.620% | R 1 443 660.00 | 7.620% | |
Clientele life* | L | 8 | R 143 897.11 | 7.550% | R 1 445 001.99 | 7.640% | |
Discovery* | G | 3.5 | 8 | R 142 828.24 | 7.390% | R 1 464 821.21 | 7.934% |
Assupol | G | 2.35 | 8 ; 11 | R 141 043.42 | 7.120% | R 1 439 640.21 | 7.560% |
Old Mutual* Wealth | L | 8 ; 13 | R 139 118.93 | 6.710% | R 1 438 229.23 | 7.410% | |
Momentum | G | 2.7 | 8 | R 138 720.00 | 6.760% | R 1 436 335.00 | 7.510% |
Clientele life* | G | 2.43 | 8 | R 137 846.91 | 6.630% | R 1 424 313.68 | 7.330% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 397 482.00 | 6.920% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 3 004.16 | R 4 393.73 | R 3 931.52 |
Old Mutual | R 2 982.32 | R 4 359.15 | R 3 928.47 |
Discovery | R 2 766.57 | R 4 164.99 | R 3 799.96 |
Momentum | R 2 740.95 | R 4 250.39 | R 3 878.08 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 3 124.72 | R 4 540.02 | R 4 053.36 |
Just Lifetime Income (Med)6 | R 3 326.58 | R 4 679.61 | R 4 140.65 |
Just Lifetime Income (High)6 | R 3 611.01 | R 4 869.19 | R4 273.39 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 960.44 | R 293.77 | R 1 666.67 | 14.985% |
Metropolitan | R 1 928.34 | R 261.67 | R 1 666.67 | 13.570% |
Momentum | R 1 902.94 | R 236.27 | R 1 666.67 | 12.416% |
Old Mutual | R 1 886.66 | R 219.99 | R 1 666.67 | 11.660% |
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 570.86 | R 85.55 | R 5 708.57 | R 855.44 | |
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 539.53 | R 39.14 | R 5 879.92 | R 709.81 |
NEDgroup LIFE* | L | 5 | R 466.49 | R 38.03 | R 5 172.94 | R 486.53 | |
Momentum | G | 2.7 | 5 | R 458.23 | R 36.89 | R 5 518.53 | R 725.13 |
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 563.95 | R 42.84 | R 6 120.60 | R 746.30 |
Momentum | G | 2.7 | 5 | R 493.19 | R 45.62 | R 5 859.35 | R 816.21 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : D4F89 6DED7 E25F4 50142 |
Metropolitan | Metquote Codes : 879C7 E1178 B586E E020C |
Metropolitan | Metquote Codes : F6D80 441A5 D1C8D A03CA |
Momentum | Ann : A-4HCWQEW-H4FBIVF-J4CBRIU |
Momentum | Guar : G-YXDWQ9V-J4HOQLJ-JKFBBK9 |
Momentum | Ge : GE-DCEJC-KBEDH-CLBCL-JEGBC-JFEDB-CDBCD |
Old Mutual | Max Income : YFWXVJZYYZYYJYYJJ3H3YZ6YKE3JYNNJRBM |
Old Mutual | Ann : 6RPES T42TH UQ5SD RWBUC |
Old Mutual | Bond : WR8UUUUUUUUUUUUUUUUUUU8NUUUUUUUURKR |