Updated: 23-October-2017 Valid until: 27-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 139 928.00 | 6.950% | R 1 399 278.00 | 6.950% |
Absa | L | 8 | R 139 147.44 | 6.830% | R 1 391 474.39 | 6.830% | |
Assupol | G | 2.35 | 8 ; 11 | R 135 918.66 | 6.330% | R 1 386 892.58 | 6.760% |
Discovery* | G | 3.5 | 8 | R 133 928.02 | 6.017% | R 1 374 174.52 | 6.563% |
Old Mutual Wealth | L | 8 ; 13 | R 133 044.42 | 5.840% | R 1 375 393.68 | 6.550% | |
Clientele life* | G | 2.43 | 8 | R 132 690.18 | 5.820% | R 1 372 017.45 | 6.530% |
Momentum | G | 2.7 | 8 | R 131 136.27 | 5.540% | R 1 358 694.12 | 6.290% |
NEDgroup LIFE* | L | 8 | R 128 310.24 | 5.112% | R 1 351 392.94 | 6.208% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 353 503.00 | 6.210% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 2.09 | 8 | R 142 498.00 | 7.340% | R 1 424 977.00 | 7.340% |
Assupol | G | 2.35 | 8 ; 11 | R 137 846.91 | 6.630% | R 1 406 488.53 | 7.060% |
Discovery* | G | 3.5 | 8 | R 136 436.50 | 6.411% | R 1 399 259.35 | 6.950% |
Old Mutual Wealth | L | 8 ; 13 | R 135 435.03 | 6.220% | R 1 399 826.24 | 6.920% | |
Clientele life* | G | 2.43 | 8 ; 10 | R 134 708.63 | 6.140% | R 1 392 748.29 | 6.850% |
Momentum | G | 2.7 | 8 | R 134 041.31 | 6.000% | R 1 387 816.56 | 6.740% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 376 832.00 | 6.570% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 2 999.40 | R 4 358.39 | R 3 906.80 |
Discovery | R 2 844.77 | R 4 241.45 | R 3 866.36 |
Momentum | R 2 836.30 | R 4 345.64 | R 3 989.27 |
Old Mutual | R 2 809.89 | R 4 216.30 | R 3 744.30 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 3 218.33 | R 4 579.87 | R 4 033.83 |
Just Lifetime Income (Med)6 | R 3 441.09 | R 4 738.67 | R 4 146.39 |
Just Lifetime Income (High)6 | R 3 743.62 | R 4 945.94 | R 4 318.64 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 952.01 | R 285.34 | R 1 666.67 | 14.618% |
Metropolitan | R 1 913.37 | R 246.70 | R 1 666.67 | 12.894% |
Momentum | R 1 901.52 | R 234.85 | R 1 666.67 | 12.351% |
Old Mutual | R 1 898.20 | R 231.53 | R 1 666.67 | 12.198% |
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 539.17 | R 80.27 | R 5 491.75 | R 802.79 | |
Clientele life* | G | 2.43 | 5 ; 9 | R 526.17 | R 75.97 | R 5 418.90 | R 803.30 |
Discovery* | G | 3.5 | 5 ; 6 | R 473.35 | R 26.05 | R 5 214.27 | R 575.12 |
NEDgroup LIFE* | L | 5 | R 424.61 | R 30.15 | R 4 981.57 | R 445.00 | |
Momentum | G | 2.7 | 5 | R 411.36 | R 30.93 | R 5 048.82 | R 665.43 |
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 547.38 | R 81.88 | R 5 630.60 | R 863.80 |
Discovery* | G | 3.5 | 5 ; 6 | R 498.46 | R 29.69 | R 5 461.91 | R 611.06 |
Momentum | G | 2.7 | 5 | R 446.57 | R 39.30 | R 5 393.42 | R 753.46 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 12EB2 DFB8F F5AD2 2011B |
Metropolitan | Metquote Codes : 08F68 6887C FD4E2 10237 |
Metropolitan | Metquote Codes : 583A5 BC9D0 43BB5 D0344 |
Momentum | Ann : A-MXDWQEV-34EBMZF-GGDBRY9 |
Momentum | Guar : G-YXDWQ9J-J4HOQ3B-GKFBBW9 |
Old Mutual | Max Income : XQKJZHYYYJYJYJJJJJHHHHHHKESHLJHH9P4 |
Old Mutual | Ann : LBRDP SAFKU HL9T9 DE3PV |
Old Mutual | Bond : ANGUUUUUUUUUUUUUUUUUUUAKUUUUUUUUZPZ |