Updated: 04-September-2017 Valid until: 08-September-2017
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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 | 2.09 | 8 | R 137 847.00 | 6.630% | R 1 378 469.00 | 6.630% |
Absa | L | 8 | R 135 100.35 | 6.202% | R 1 351 003.46 | 6.202% | |
Assupol | G | 2.35 | 8 ; 11 | R 134 075.24 | 6.040% | R 1 368 158.05 | 6.470% |
Discovery* | G | 3.5 | 8 | R 132 341.58 | 5.764% | R 1 357 896.76 | 6.310% |
Old Mutual Wealth | L | 8 ; 13 | R 132 178.13 | 5.640% | R 1 367 023.40 | 6.340% | |
Clientele life* | G | 2.43 | 8 | R 131 440.99 | 5.620% | R 1 358 547.54 | 6.320% |
Momentum | G | 2.7 | 8 | R 128 279.61 | 5.120% | R 1 328 933.39 | 5.860% |
NEDgroup LIFE* | L | 8 | R 127 397.76 | 4.962% | R 1 341 734.42 | 6.056% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 338 740.00 | 6.010% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 2.09 | 8 | R 140 321.00 | 7.010% | R 1 403 207.00 | 7.010% |
Assupol | G | 2.35 | 8 ; 11 | R 135 982.58 | 6.340% | R 1 387 542.24 | 6.770% |
Discovery* | G | 3.5 | 8 | R 134 820.35 | 6.159% | R 1 382 684.47 | 6.695% |
Old Mutual Wealth | L | 8 ; 13 | R 134 553.62 | 6.010% | R 1 391 308.30 | 6.710% | |
Clientele life* | G | 2.43 | 8 ; 10 | R 133 444.24 | 5.940% | R 1 379 115.63 | 6.640% |
Momentum | G | 2.7 | 8 | R 131 105.90 | 5.580% | R 1 357 395.75 | 6.310% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 361 840.00 | 6.370% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 3 013.12 | R 4 363.33 | R 3 920.20 |
Discovery | R 2 814.74 | R 4 198.47 | R 3 829.10 |
Momentum | R 2 786.51 | R 4 269.50 | R 3 927.58 |
Old Mutual | R 2 709.99 | R 4 113.06 | R 3 630.44 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 3 009.28 | R 4 320.04 | R3 783.28 |
Just Lifetime Income (Med)6 | R 3 254.76 | R 4 512.02 | R3 927.19 |
Just Lifetime Income (High)6 | R 3 616.69 | R 4 799.65 | R 4 171.09 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 930.40 | R 263.73 | R 1 666.67 | 13.662% |
Metropolitan | R 1 902.26 | R 235.59 | R 1 666.67 | 12.385% |
Momentum | R 1 886.35 | R 219.68 | R 1 666.67 | 11.646% |
Old Mutual | R 1 883.72 | R 217.05 | R 1 666.67 | 11.523% |
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 501.54 | R 68.52 | R 5 015.36 | R 685.20 | |
Clientele life* | G | 2.43 | 5 ; 9 | R 494.65 | R 67.56 | R 5 104.20 | R 717.10 |
Discovery* | G | 3.5 | 5 ; 6 | R 454.05 | R 21.02 | R 5 018.55 | R 522.12 |
NEDgroup LIFE* | L | 5 | R 411.56 | R 27.88 | R 4 854.24 | R 418.48 | |
Momentum | G | 2.7 | 5 | R 376.67 | R 23.43 | R 4 694.19 | R 584.90 |
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 515.94 | R 73.19 | R 5 316.70 | R 774.90 |
Discovery* | G | 3.5 | 5 ; 6 | R 479.31 | R 24.56 | R 5 267.71 | R 557.05 |
Momentum | G | 2.7 | 5 | R 411.94 | R 31.35 | R 5 039.80 | R 667.77 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 8115D 9F113 23196 C01D1 |
Metropolitan | Metquote Codes : 08779 7EE85 AF44D C0241 |
Metropolitan | Metquote Codes : D0FCF EED4C D3E1D 20332 |
Momentum | Ann : A-MXCIQEG-T4H7OIJ-GCABRYV |
Momentum | Guar : G-YXDIQ9X-J4FOQKO-GKFBBG9 |
Old Mutual | Max Income : 6KKJJ3JYYYYYJJYJHJHHHH3HLV4HL3HHGN2 |
Old Mutual | Ann : GWG35 WKBW9 5VUXU HNQFE |
Old Mutual | Bond : 5VGUUUUUUUUUUUUUUUUUUUCRUUUUUUUM2B4 |