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Updated: 07-January-2019 Valid until: 11-January-2019
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 | 8 | R 139 536.00 | 6.890% | R 1 398 624.00 | 6.940% | |
Absa* | L | 8 | R 139 260.22 | 6.848% | R 1 392 602.20 | 6.848% | |
Clientele life* | L | 8 | R 138 429.64 | 6.720% | R 1 390 794.19 | 6.820% | |
Clientele life* | G | 2.43 | 8 | R 137 137.36 | 6.520% | R 1 377 822.88 | 6.620% |
Assupol | G | 1.94 | 8 ; 11 | R 136 751.57 | 6.460% | R 1 395 357.16 | 6.890% |
Discovery* | G | 3.5 | 8 | R 133 801.16 | 5.997% | R 1 372 888.17 | 6.544% |
Momentum | G | 2.7 | 8 | R 131 423.00 | 5.620% | R 1 361 683.00 | 6.370% |
NEDgroup LIFE* | L | 8 | R 130 799.57 | 5.517% | R 1 348 192.76 | 6.157% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1 Life | L | 8 | R 142 100.00 | 7.280% | R 1 424 314.00 | 7.330% | |
Clientele life* | L | 8 | R 140 506.08 | 7.038% | R 1 411 656.10 | 7.139% | |
Clientele life* | G | 2.43 | 8 | R 139 194.42 | 6.838% | R 1 398 490.22 | 6.938% |
Assupol | G | 1.94 | 8 ; 11 | R 138 689.26 | 6.760% | R 1 415 048.60 | 7.190% |
Discovery* | G | 3.5 | 8 | R 136 330.36 | 6.394% | R 1 398 180.12 | 6.933% |
Momentum | G | 2.7 | 8 | R 134 357.00 | 6.080% | R 1 391 161.00 | 6.830% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Old Mutual | R 2 951.48 | R 4 310.26 | R 3 887.17 |
Metropolitan | R 2 838.84 | R 4 279.58 | R 3 887.53 |
Discovery | R 2 836.75 | R 4 221.01 | R 3 846.06 |
Momentum | R 2 786.34 | R 4 289.95 | R 3 936.64 |
Assupol Life | R 2 689.25 | R 4 139.78 | R 3 734.58 |
Assupol Life (rewired)7 | R 3 164.44 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa | R 1 951.45 | R 284.78 | R 1 666.67 | 14.593% |
Momentum | R 1 895.50 | R 228.83 | R 1 666.67 | 12.072% |
Old Mutual | R 1 870.52 | R 203.85 | R 1 666.67 | 10.898% |
Metropolitan | R 1 856.96 | R 190.29 | R 1 666.67 | 10.248% |
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 550.15 | R 80.28 | R 5 501.51 | R 802.85 | |
Clientele life* | G | 2.43 | 5 ; 9 | R 517.00 | R 73.48 | R 5 245.00 | R 755.14 |
Discovery* | G | 3.5 | 5 ; 6 | R 472.84 | R 26.66 | R 5 210.11 | R 582.08 |
NEDgroup LIFE* | L | 5 | R 443.19 | R 33.55 | R 4 930.75 | R 434.50 | |
Momentum | G | 2.7 | 5 | R 412.34 | R 29.19 | R 5 055.51 | R 645.08 |
Assupol | G | 1.94 | R 5 448.18 | R 500.34 |
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 538.39 | R 79.35 | R 5 458.37 | R 814.43 |
Discovery* | G | 3.5 | 5 ; 6 | R 498.24 | R 30.38 | R 5 460.65 | R 618.81 |
Momentum | G | 2.7 | 5 | R 447.65 | R 37.51 | R 5 400.44 | R 732.30 |
Assupol | G | 1.94 | R 5 649.81 | R 518.86 |
Institute | Annuity code |
---|---|
Metropolitan | Metquote Codes : 1BDC8 A6791 56ACC 30190 |
Metropolitan | Metquote Codes : 1B11C 9830B 3B27C 002A7 |
Metropolitan | Metquote Codes : BFFC3 33C31 55810 80365 |
Momentum | Ann : A-4HDEQEM-H4FBKTZ-MKCBRYY |
Momentum | Guar : G-YHDEQ9N-J4HOQ2J-MKEBBK9 |
Momentum | Ge : GE-DCEKC-EBJDH-CLBCL-DGGBC-IIGDB-CDBCD |
Old Mutual | Max Income : TZJMPD6TZZYYYYYJH33JZ56YRVJJNHHJ4J9 |
Old Mutual | Ann : L7GDH WLH6X 7RNPN 66C7D |
Old Mutual | Bond : |