Updated: 13-August-2018 Valid until: 17-August-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 142 631.00 | 7.360% | R 1 426 305.00 | 7.360% | |
Clientele life* | L | 8 | R 142 497.73 | 7.340% | R 1 431 627.39 | 7.440% | |
Absa | L | 8 | R 141 963.64 | 7.259% | R 1 419 636.38 | 7.259% | |
Assupol | G | 2.35 | 8 ; 11 | R 139 601.00 | 6.900% | R 1 424 977.33 | 7.340% |
Discovery* | G | 3.5 | 8 | R 134 889.18 | 6.168% | R 1 384 051.95 | 6.716% |
Old Mutual Wealth | L | 8 ; 13 | R 134 567.16 | 6.050% | R 1 391 301.29 | 6.750% | |
Momentum | G | 2.7 | 8 | R 134 144.00 | 6.050% | R 1 389 866.00 | 6.810% |
Clientele life* | G | 2.43 | 8 | R 134 012.04 | 6.030% | R 1 384 945.07 | 6.730% |
NEDgroup LIFE* | L | 8 | R 133 145.33 | 5.892% | R 1 372 432.96 | 6.536% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 380 391.00 | 6.590% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 145 240.00 | 7.750% | R 1 452 401.00 | 7.750% | |
Clientele life* | L | 8 | R 144 634.49 | 7.660% | R 1 453 074.61 | 7.760% | |
Assupol | G | 2.35 | 8 ; 11 | R 141 570.88 | 7.200% | R 1 445 001.99 | 7.640% |
Discovery* | G | 3.5 | 8 | R 137 438.94 | 6.567% | R 1 409 549.58 | 7.107% |
Momentum | G | 2.7 | 8 | R 137 138.00 | 6.520% | R 1 419 948.00 | 7.260% |
Old Mutual* Wealth | L | 8 ; 13 | R 137 007.22 | 6.430% | R 1 416 241.33 | 7.130% | |
Clientele life* | G | 2.43 | 8 | R 136 046.53 | 6.350% | R 1 405 831.78 | 7.050% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 404 393.00 | 6.950% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Old Mutual | R 2 905.48 | R 4 271.23 | R 3 838.96 |
Metropolitan | R 2 781.79 | R 4 207.48 | R 3 803.85 |
Discovery | R 2 744.91 | R 4 130.02 | R 3 767.59 |
Momentum | R 2 719.90 | R 4 210.68 | R 3 851.06 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 2 975.40 | R 4 371.71 | R 3 872.06 |
Just Lifetime Income (Med)6 | R 3 183.65 | R 4 518.86 | R 3 966.58 |
Just Lifetime Income (High)6 | R 3 478.18 | R 4 719.89 | R 4 110.96 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 961.66 | R 294.99 | R 1 666.67 | 15.038% |
Momentum | R 1 897.49 | R 230.82 | R 1 666.67 | 12.165% |
Old Mutual | R 1 879.36 | R 212.69 | R 1 666.67 | 11.317% |
Metropolitan | R 1 859.88 | R 193.21 | R 1 666.67 | 10.388% |
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 579.85 | R 87.19 | R 5 798.54 | R 871.97 | |
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 485.57 | R 29.78 | R 5 338.96 | R 614.82 |
NEDgroup LIFE* | L | 5 | R 472.04 | R 39.13 | R 5 222.89 | R 497.65 | |
Momentum | G | 2.7 | 5 | R 444.21 | R 36.34 | R 5 378.98 | R 721.32 |
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 594.35 | R 95.66 | R 6 021.50 | R 980.40 |
Discovery* | G | 3.5 | 5 ; 6 | R 510.85 | R 33.55 | R 5 588.25 | R 652.01 |
Momentum | G | 2.7 | 5 | R 479.28 | R 45.00 | R 5 722.55 | R 812.60 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : F68BD 9A196 D3194 701D1 |
Metropolitan | Metquote Codes : 013DD 5F6A4 180FD D020E |
Metropolitan | Metquote Codes : 3B229 2F48F D2B0B B034B |
Momentum | Ann : A-4XDCQE7-34G7LFF-KUABRIU |
Momentum | Guar : G-YHDCQ9P-J4EOQEJ-KKFBBS9 |
Momentum | Ge : GE-DCEJC-LCFDH-CLBCL-IFJBC-JCJDB-CDBCD |
Old Mutual | Max Income : 7NW873ZYYJYYYYJYHH3HYZ6Y3E33YNNJDH9 |
Old Mutual | Ann : FNHXS M94MK R7ACA YVNNU |
Old Mutual | Bond : TG8UUUUUUUUUUUUUUUUUUUA8UUUUUUUM6Y2 |