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Updated: 09-October-2017 Valid until: 13-October-2017
In order to understand the difference between guaranteed (G) and
linked
(L) rates, kindly click
here for a detailed explanation.
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 2.09 | 8 | R 139 210.00 | 6.840% | R 1 392 097.00 | 6.840% |
Absa | L | 8 | R 138 394.28 | 6.715% | R 1 383 942.85 | 6.715% | |
Assupol | G | 2.35 | 8 ; 11 | R 135 026.22 | 6.190% | R 1 378 469.13 | 6.630% |
Discovery* | G | 3.5 | 8 | R 133 457.31 | 5.942% | R 1 369 344.73 | 6.488% |
Old Mutual Wealth | L | 8 ; 13 | R 132 610.99 | 5.730% | R 1 371 312.11 | 6.430% | |
Clientele life* | G | 2.43 | 8 | R 132 001.96 | 5.710% | R 1 364 307.34 | 6.410% |
Momentum | G | 2.7 | 8 | R 130 377.69 | 5.470% | R 1 350 789.28 | 6.230% |
NEDgroup LIFE* | L | 8 | R 128 568.28 | 5.154% | R 1 354 383.36 | 6.255% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 350 408.00 | 6.110% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 2.09 | 8 | R 141 769.00 | 7.230% | R 1 417 691.00 | 7.230% |
Assupol | G | 2.35 | 8 ; 11 | R 136 944.36 | 6.490% | R 1 397 969.94 | 6.930% |
Discovery* | G | 3.5 | 8 | R 135 956.97 | 6.336% | R 1 394 341.39 | 6.874% |
Old Mutual Wealth | L | 8 ; 13 | R 134 994.11 | 6.100% | R 1 395 672.86 | 6.800% | |
Clientele life* | G | 2.43 | 8 ; 10 | R 134 012.04 | 6.030% | R 1 384 945.07 | 6.730% |
Momentum | G | 2.7 | 8 | R 133 262.44 | 5.940% | R 1 379 708.47 | 6.680% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 373 628.00 | 6.470% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 991.32 | R 4 349.36 | R 3 897.36 |
Discovery | R 2 823.56 | R 4 208.10 | R 3 865.06 |
Old Mutual | R 2 784.71 | R 4 187.21 | R 3 714.54 |
Momentum | R 2 783.04 | R 4 279.81 | R 3 922.56 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 3 195.39 | R 4 554.28 | R 4 007.12 |
Just Lifetime Income (Med)6 | R 3 418.84 | R 4 713.88 | R 4 120.53 |
Just Lifetime Income (High)6 | R 3 722.46 | R 4 922.36 | R4 294.04 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 940.08 | R 273.41 | R 1 666.67 | 14.093% |
Metropolitan | R 1 909.95 | R 243.28 | R 1 666.67 | 12.738% |
Old Mutual | R 1 893.92 | R 227.25 | R 1 666.67 | 11.999% |
Momentum | R 1 893.05 | R 226.38 | R 1 666.67 | 11.959% |
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 538.23 | R 75.85 | R 5 382.31 | R 758.53 | |
Clientele life* | G | 2.43 | 5 ; 9 | R 514.36 | R 72.77 | R 5 301.00 | R 770.50 |
Discovery* | G | 3.5 | 5 ; 6 | R 467.47 | R 24.37 | R 5 154.53 | R 557.37 |
NEDgroup LIFE* | L | 5 | R 427.10 | R 30.63 | R 5 013.82 | R 452.13 | |
Momentum | G | 2.7 | 5 | R 401.30 | R 27.89 | R 4 943.65 | R 632.29 |
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 535.60 | R 78.57 | R 5 513.10 | R 830.00 |
Discovery* | G | 3.5 | 5 ; 6 | R 492.61 | R 27.98 | R 5 402.52 | R 592.93 |
Momentum | G | 2.7 | 5 | R 436.43 | R 36.09 | R 5 287.57 | R 718.05 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 95A21 0C1AA B4F2B 10143 |
Metropolitan | Metquote Codes : C06FF 3AF75 9BD6A A02CC |
Metropolitan | Metquote Codes : 1F757 D6D6C D34AF F03D0 |
Momentum | Ann : A-MHCSQEL-L4H7LCZ-GSABRYX |
Momentum | Guar : G-YHDSQ93-J4GOQNB-GKHBBG9 |
Old Mutual | Max Income : SQKJYHYYJYYJYJJJJJHJHH3HKESHLJHHP5Y |
Old Mutual | Ann : P5CV7 UE3MS TJWHW MAF7B |
Old Mutual | Bond : HNGUUUUUUUUUUUUUUUUUUUCAUUUUUUUMQV7 |