Updated: 02-October-2017 Valid until: 06-October-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 138 495.00 | 6.730% | R 1 384 945.00 | 6.730% |
Absa | L | 8 | R 137 634.71 | 6.597% | R 1 376 347.13 | 6.597% | |
Assupol | G | 2.35 | 8 ; 11 | R 133 822.56 | 6.000% | R 1 365 589.95 | 6.430% |
Discovery* | G | 3.5 | 8 | R 133 166.87 | 5.896% | R 1 366 364.66 | 6.442% |
Old Mutual Wealth | L | 8 ; 13 | R 132 516.79 | 5.690% | R 1 370 529.12 | 6.390% | |
Clientele life* | G | 2.43 | 8 | R 131 752.40 | 5.670% | R 1 361 745.02 | 6.370% |
Momentum | G | 2.7 | 8 | R 129 818.33 | 5.360% | R 1 345 012.75 | 6.110% |
NEDgroup LIFE* | L | 8 | R 128 234.85 | 5.100% | R 1 350 670.36 | 6.196% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 341 849.00 | 6.060% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 2.09 | 8 | R 141 043.00 | 7.120% | R 1 410 434.00 | 7.120% |
Assupol | G | 2.35 | 8 ; 11 | R 135 727.02 | 6.300% | R 1 384 945.07 | 6.730% |
Discovery* | G | 3.5 | 8 | R 135 661.09 | 6.290% | R 1 391 306.93 | 6.828% |
Old Mutual Wealth | L | 8 ; 13 | R 134 898.36 | 6.060% | R 1 394 876.30 | 6.760% | |
Clientele life* | G | 2.43 | 8 ; 10 | R 133 759.45 | 5.990% | R 1 382 351.78 | 6.690% |
Momentum | G | 2.7 | 8 | R 132 692.15 | 5.820% | R 1 373 822.29 | 6.560% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 365 014.00 | 6.420% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 994.05 | R 4 346.42 | R 3 897.49 |
Discovery | R 2 793.97 | R 4 168.23 | R 3 830.05 |
Momentum | R 2 787.89 | R 4 274.78 | R 3 929.58 |
Old Mutual | R 2 769.42 | R 4 172.71 | R 3 697.72 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 3 192.14 | R 4 551.58 | R 4 005.26 |
Just Lifetime Income (Med)6 | R 3 415.20 | R 4 710.75 | R 4 118.47 |
Just Lifetime Income (High)6 | R 3 718.27 | R 4 918.60 | R4 291.19 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 938.95 | R 272.28 | R 1 666.67 | 14.043% |
Metropolitan | R 1 907.39 | R 240.72 | R 1 666.67 | 12.621% |
Momentum | R 1 893.50 | R 226.83 | R 1 666.67 | 11.980% |
Old Mutual | R 1 891.41 | R 224.74 | R 1 666.67 | 11.882% |
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 530.18 | R 74.45 | R 5 301.85 | R 744.53 | |
Clientele life* | G | 2.43 | 5 ; 9 | R 506.48 | R 70.66 | R 5 222.40 | R 749.00 |
Discovery* | G | 3.5 | 5 ; 6 | R 463.99 | R 23.50 | R 5 119.23 | R 548.13 |
NEDgroup LIFE* | L | 5 | R 422.82 | R 29.83 | R 4 969.81 | R 442.65 | |
Momentum | G | 2.7 | 5 | R 395.30 | R 27.20 | R 4 883.59 | R 625.10 |
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 527.74 | R 76.40 | R 5 434.60 | R 807.70 |
Discovery* | G | 3.5 | 5 ; 6 | R 472.94 | R 22.71 | R 5 367.53 | R 583.53 |
Momentum | G | 2.7 | 5 | R 430.36 | R 35.33 | R 5 228.42 | R 711.07 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 43A50 FC916 F6319 D0165 |
Metropolitan | Metquote Codes : A7F21 99360 CC5F5 8022D |
Metropolitan | Metquote Codes : E3E23 E96EC 97816 003D9 |
Momentum | Ann : A-MHDQQEU-T4F7NGZ-GCABRY3 |
Momentum | Guar : G-YHDQQ9Q-J4HOQB7-GKHBBG9 |
Old Mutual | Max Income : YQKJYHJYYYJYJYJJJJHHHHHHLEWNLJHJ5QN |
Old Mutual | Ann : HHPLJ TG8RH UQ5S5 NDV6N |
Old Mutual | Bond : WNGUUUUUUUUUUUUUUUUUUUC6UUUUUUUUSY8 |