Updated: 13-November-2017 Valid until: 17-November-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 143 830.00 | 7.540% | R 1 438 302.00 | 7.540% |
Absa | L | 8 | R 143 233.17 | 7.451% | R 1 432 331.74 | 7.451% | |
Assupol | G | 2.35 | 8 ; 11 | R 140 124.14 | 6.980% | R 1 430 295.39 | 7.420% |
Discovery* | G | 3.5 | 8 | R 137 488.24 | 6.574% | R 1 410 704.31 | 7.124% |
Old Mutual Wealth | L | 8 ; 13 | R 137 410.37 | 6.490% | R 1 420 473.18 | 7.190% | |
Clientele life* | G | 2.43 | 8 | R 136 815.81 | 6.470% | R 1 413 728.96 | 7.170% |
Momentum | G | 2.7 | 8 | R 136 583.92 | 6.400% | R 1 415 193.60 | 7.160% |
NEDgroup LIFE* | L | 8 | R 133 130.81 | 5.890% | R 1 402 446.75 | 6.998% | |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 390 823.00 | 6.750% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 2.09 | 8 | R 146 457.00 | 7.930% | R 1 464 573.00 | 7.930% |
Assupol | G | 2.35 | 8 ; 11 | R 142 099.92 | 7.280% | R 1 450 379.74 | 7.720% |
Discovery* | G | 3.5 | 8 | R 140 063.40 | 6.971% | R 1 436 455.97 | 7.512% |
Old Mutual Wealth | L | 8 ; 13 | R 139 879.38 | 6.870% | R 1 445 706.44 | 7.570% | |
Momentum | G | 2.7 | 8 | R 139 608.42 | 6.870% | R 1 445 576.14 | 7.610% |
Clientele life* | G | 2.43 | 8 ; 10 | R 138 884.23 | 6.790% | R 1 434 961.72 | 7.490% |
Liberty Life |
G |
3.1 | 8 | - | - | R 1 414 739.00 | 7.110% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Metropolitan | R 3 069.93 | R 4 438.54 | R 3 989.39 |
Discovery | R 2 946.58 | R 4 361.40 | R 4 000.56 |
Old Mutual | R 2 932.87 | R 4 358.54 | R 3 889.97 |
Momentum | R 2 862.50 | R 4 369.39 | R 4 016.77 |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) |
Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Just Lifetime Income (Low)6 | R 3 334.60 | R 4 710.83 | R 4 167.21 |
Just Lifetime Income (Med)6 | R 3 555.24 | R 4 866.93 | R 4 277.22 |
Just Lifetime Income (High)6 | R 3 854.23 | R 5 069.64 | R 4 445.58 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 982.19 | R 315.52 | R 1 666.67 | 15.918% |
Metropolitan | R 1 937.77 | R 271.10 | R 1 666.67 | 13.990% |
Old Mutual | R 1 910.13 | R 243.46 | R 1 666.67 | 12.746% |
Momentum | R 1 907.22 | R 240.55 | R 1 666.67 | 12.613% |
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 598.30 | R 95.24 | R 5 983.00 | R 952.37 | |
Clientele life* | G | 2.43 | 5 ; 9 | R 573.24 | R 89.35 | R 5 888.80 | R 940.10 |
Discovery* | G | 3.5 | 5 ; 6 | R 516.04 | R 37.92 | R 5 647.46 | R 700.06 |
NEDgroup LIFE* | L | 5 | R 480.58 | R 40.85 | R 5 561.04 | R 575.45 | |
Momentum | G | 2.7 | 5 | R 471.38 | R 42.28 | R 5 656.35 | R 785.10 |
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 594.35 | R 95.66 | R 6 099.50 | R 1 004.40 |
Discovery* | G | 3.5 | 5 ; 6 | R 540.83 | R 41.83 | R 5 891.90 | R 738.22 |
Momentum | G | 2.7 | 5 | R 506.20 | R 51.23 | R 5 995.83 | R 878.39 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : C254D A285C 25AAD 9011A |
Metropolitan | Metquote Codes : A0B51 D7F3B BEC80 A023F |
Metropolitan | Metquote Codes : F4928 E6D2E F7F55 E0390 |
Momentum | Ann : A-4HD4QEU-P4FBLCV-G7BBREW |
Momentum | Guar : G-YXD4Q9R-J4FOQSZ-GKHBBO9 |
Momentum | Ge : GE-DCEID-ECFDH-CLBCM-BFIBC-JGHDB-CIBCD |
Old Mutual | Max Income : 78KJTYYYJYJJJJJJJJHJHH3HK4NHL3HJYM8 |
Old Mutual | Ann : 3BWNR M94UD R7ACW VDPRP |
Old Mutual | Bond : TCGUUUUUUUUUUUUUUUUUUUF5UUUUUUUU8UL |