Updated: 03-July-2017 Valid until: 07-July-2017
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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*** |
---|---|---|---|---|---|---|---|
1Life | L | 2.09 | 8 | R 140 649.00 | 7.060% | R 1 406 489.00 | 7.060% |
Absa | L | 8 | R 138 348.02 | 6.707% | R 1 383 480.24 | 6.707% | |
Assupol | G | 2.35 | 8 ; 11 | R 135 982.58 | 6.340% | R 1 387 542.24 | 6.770% |
Old Mutual Wealth | L | 8 ; 13 | R 133 764.56 | 5.890% | R 1 383 321.88 | 6.590% | |
Discovery* | G | 3.5 | 8 | R 133 686.30 | 5.978% | R 1 371 694.34 | 6.525% |
Clientele life* | G | 2.32 | 8 | R 133 003.96 | 5.870% | R 1 374 595.22 | 6.570% |
Momentum | G | 2.7 | 8 | R 131 358.64 | 5.610% | R 1 360 967.53 | 6.370% |
NEDgroup LIFE* | L | 8 | R 130 486.04 | 5.466% | R 1 374 259.80 | 6.565% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 338 243.00 | 6.000% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 2.09 | 8 | R 143 229.00 | 7.450% | R 1 432 294.00 | 7.450% |
Assupol | G | 2.35 | 8 ; 11 | R 137 911.56 | 6.640% | R 1 407 145.52 | 7.070% |
Discovery* | G | 3.5 | 8 | R 136 190.26 | 6.372% | R 1 396 733.94 | 6.911% |
Old Mutual Wealth | L | 8 ; 13 | R 136 168.47 | 6.260% | R 1 407 896.12 | 6.960% | |
Clientele life* | G | 2.32 | 8 ; 10 | R 135 026.22 | 6.190% | R 1 395 357.16 | 6.890% |
Momentum | G | 2.7 | 8 | R 134 266.27 | 6.080% | R 1 390 115.98 | 6.820% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 361 300.00 | 6.360% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Paramount Life | R 3 075.85 | R 4 457.28 | R 4 118.36 |
Metropolitan | R 2 942.90 | R 4 299.89 | R 3 850.50 |
Old Mutual | R 2 807.56 | R 4 231.81 | R 3 747.98 |
Momentum | R 2 800.92 | R 4 301.99 | R 3 945.01 |
Discovery | R 2 782.37 | R 4 158.05 | R 3 821.74 |
Institution | Escalating with 10 yr C&T equivalent Estate Protect® * |
Single Life* with 10 yr C&T equivalent Estate Protect® * |
Joint & Survivor with 10 yr C&T equivalent Estate Protect® * |
---|---|---|---|
Paramount Life (Lower Rate) | R 3 205.13 | R 4 509.58 | R 4 135.47 |
Paramount Life (Average Rate) | R 3 680.16 | R 4 975.25 | R4 566.07 |
Paramount Life (Upper Rate) | R 6 953.10 | R 9 899.29 | R 8 706.76 |
Underwritten
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 3 107.73 | R 4 507.96 | R 3 924.02 |
Just Lifetime Income (Med)6 | R 3 326.16 | R 4 649.80 | R 4 021.66 |
Just Lifetime Income (High)6 | R 3 633.78 | R 4 851.52 | R 4 189.05 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 956.71 | R 290.04 | R 1 666.67 | 14.823% |
Metropolitan | R 1 913.37 | R 246.70 | R 1 666.67 | 12.894% |
Old Mutual | R 1 909.36 | R 242.69 | R 1 666.67 | 12.711% |
Momentum | R 1 899.56 | R 232.89 | R 1 666.67 | 12.260% |
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 542.37 | R 80.39 | R 5 423.70 | R 803.95 | |
Clientele life* | G | 2.35 | 5 ; 9 | R 514.36 | R 72.77 | R 5 301.00 | R 770.50 |
Discovery* | G | 3.5 | 5 ; 6 | R 470.79 | R 25.64 | R 5 188.63 | R 571.01 |
NEDgroup LIFE* | L | 5 | R 449.64 | R 34.78 | R 5 245.22 | R 502.55 | |
Momentum | G | 2.7 | 5 | R 413.27 | R 30.79 | R 5 067.41 | R 663.83 |
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 | 2.35 | 5 ; 9 | R 535.60 | R 78.57 | R 5 513.10 | R 830.00 |
Discovery* | G | 3.5 | 5 ; 6 | R 495.94 | R 29.29 | R 5 436.69 | R 607.00 |
Momentum | G | 2.7 | 5 | R 448.41 | R 39.15 | R 5 409.90 | R 750.89 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 19682 4B259 39C83 401F3 |
Metropolitan | Metquote Codes : 750CF FE460 53710 002E5 |
Metropolitan | Metquote Codes : 53B3B 0A92B 1D2E3 A03C3 |
Momentum | Ann : A-MXDWQEH-L4F7LFF-FKCBRY9 |
Momentum | Guar : G-YHDWQ9U-J4EOQSR-FKGBBW9 |
Old Mutual | Max Income : ZFKAZ3JYJYJYJJJJJHHHHH3HLV4HLHNJGLK |
Old Mutual | Ann : R5PS6 Q4H6B JTFLF ZN76R |
Old Mutual | Bond : KRGUUUUUUUUUUUUUUUUUUUA3UUUUUUUU6QW |