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Updated: 16-October-2017 Valid until: 20-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 138 819.00 | 6.780% | R 1 388 192.00 | 6.780% |
Absa | L | 8 | R 137 966.14 | 6.648% | R 1 379 661.37 | 6.648% | |
Assupol | G | 2.35 | 8 ; 11 | R 134 581.76 | 6.120% | R 1 373 305.85 | 6.550% |
Discovery* | G | 3.5 | 8 | R 133 531.54 | 5.954% | R 1 370 106.41 | 6.500% |
Old Mutual Wealth | L | 8 ; 13 | R 132 640.39 | 5.760% | R 1 371 429.17 | 6.460% | |
Clientele life* | G | 2.43 | 8 | R 132 189.37 | 5.740% | R 1 366 231.61 | 6.440% |
Momentum | G | 2.7 | 8 | R 130 883.43 | 5.480% | R 1 356 093.46 | 6.230% |
NEDgroup LIFE* | L | 8 | R 127 977.38 | 5.057% | R 1 348 158.61 | 6.157% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 351 328.00 | 6.150% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 2.09 | 8 | R 141 373.00 | 7.170% | R 1 413 729.00 | 7.170% |
Assupol | G | 2.35 | 8 ; 11 | R 136 494.85 | 6.420% | R 1 392 748.29 | 6.850% |
Discovery* | G | 3.5 | 8 | R 136 032.59 | 6.348% | R 1 395 116.98 | 6.886% |
Old Mutual Wealth | L | 8 ; 13 | R 135 023.89 | 6.130% | R 1 395 791.68 | 6.830% | |
Clientele life* | G | 2.43 | 8 ; 10 | R 134 201.73 | 6.060% | R 1 386 892.58 | 6.760% |
Momentum | G | 2.7 | 8 | R 133 784.33 | 5.940% | R 1 385 174.32 | 6.670% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 374 592.00 | 6.510% |
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 2 820.27 | R 4 208.90 | R 3 860.76 |
Momentum | R 2 813.56 | R 4 321.61 | R 3 963.28 |
Old Mutual | R 2 792.55 | R 4 197.59 | R 3 724.36 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 3 211.89 | R 4 572.17 | R 4 026.48 |
Just Lifetime Income (Med)6 | R 3 434.68 | R 4 730.94 | R 4 139.18 |
Just Lifetime Income (High)6 | R 3 737.10 | R 4 938.11 | R 4 311.50 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 948.57 | R 281.90 | R 1 666.67 | 14.467% |
Metropolitan | R 1 910.38 | R 243.71 | R 1 666.67 | 12.757% |
Momentum | R 1 901.95 | R 235.28 | R 1 666.67 | 12.371% |
Old Mutual | R 1 895.51 | R 228.84 | R 1 666.67 | 12.073% |
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 536.22 | R 77.58 | R 5 362.16 | R 775.75 | |
Clientele life* | G | 2.43 | 5 ; 9 | R 510.42 | R 71.71 | R 5 261.70 | R 759.70 |
Discovery* | G | 3.5 | 5 ; 6 | R 468.44 | R 24.67 | R 5 164.34 | R 560.54 |
NEDgroup LIFE* | L | 5 | R 420.21 | R 29.35 | R 4 944.13 | R 437.23 | |
Momentum | G | 2.7 | 5 | R 408.74 | R 30.66 | R 5 022.62 | R 662.99 |
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 531.67 | R 77.49 | R 5 473.80 | R 818.80 |
Discovery* | G | 3.5 | 5 ; 6 | R 493.57 | R 28.28 | R 5 412.30 | R 596.18 |
Momentum | G | 2.7 | 5 | R 444.00 | R 39.03 | R 5 367.72 | R 750.41 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 8BA62 EC170 F21CE 401BC |
Metropolitan | Metquote Codes : C8006 56CC1 EEAE0 50267 |
Metropolitan | Metquote Codes : 30E17 995A0 6D6BE 003FA |
Momentum | Ann : A-MHDUQEZ-L4H7PMZ-GKCBRYX |
Momentum | Guar : G-YXDUQ97-J4FOQWB-GKEBBW9 |
Old Mutual | Max Income : NQKJZHJYYJYYJJYJHJJHHHHHLESHLJHJFMK |
Old Mutual | Ann : 9JA4G 36U4L 8XBVB 42SGB |
Old Mutual | Bond : GNGUUUUUUUUUUUUUUUUUUUC7UUUUUUUU8LP |