Occupational Disability

There are two distinct benefits offered for Occupational Disability:

Capital Disability

Capital Disability pays you a lump sum if you are occupationally disabled, in other words, unable to do your day to day job.

This is available as an accelerated and non-accelerated option (Capital Disability Plus). The difference between Capital Disability and Capital Disability Plus is that Capital Disability is taken as part of your Life Cover, and claiming on this reduces the Life Cover sum assured. Whereas the Capital Disability Plus is taken in addition to your Life Cover, claiming on this benefit does not affect the Life Cover sum assured.

Disability Restrictions

Capital Disability/Plus

  • Covers the life assured against the risk of becoming permanently unable to perform the duties of his/her occupation, in which case the sum assured is payable as a lump sum.
  • The Capital Disability benefit accelerates Life Cover on claim.
  • The Capital Disability Plus benefit is a non-accelerated benefit and does not accelerate life cover on claim.
  • Capital Disability Plus is a core risk protection benefit.

Entry ages:

  • Min: 15 next birthday, 20 for Age Rated
  • Max: 60 next birthday (Renewable and Age Rated)
  • Max: 64 next birthday (Level)

Benefit term:

Cover provided until the contract anniversary directly preceding the 65th birthday.

Benefit limits:

  • Min: R100 000
  • Max: R20 000 000

Waiting period:

No waiting period applies.  The benefit is paid once the permanence of the condition is established.

Types of cover:

  • Own Occupation Disability (OOD) benefit is payable if the life assured cannot do their specific job. 

  • The Own or any Reasonable Occupation (OD) benefit is paid if the life assured is unable to perform their job or any reasonable job.

 

Income Disability

Income Disability pays you a monthly income if you are unable to perform your occupational duties. This benefit is paid if you are permanently or temporarily disabled.

This is only available as a non-accelerated benefit, which means it can only be taken in addition to your Life Cover, and laiming on this benefit does not reduce your Life Cover sum assured.

There are two options of occupational disability:

  • Own occupation disability (OOD), which is cover for your own current job
    The benefit is payable if you cannot do your specific job. For example, if you are a surgeon and suffer from an injury, then this benefit will be paid even if you have the experience and training to become a lecturer.

  • Own or reasonable occupation disability (OD), which is cover for your own or similar job
    The benefit will only be paid if you are unable to perform your job or any reasonable job. So, using the example above, if the surgeon has the experience and training to be a lecturer, but is unable to perform this role because of the disability, then the claim will be paid.

Disability Restrictions

Income Disability

  • This benefit pays out a monthly income if the life assured is unable, due to illness or injury, to perform the duties of his own occupation.
  • It is a non-accelerated core risk protection benefit.

 Benefit term:

  • Term to age 60
  • Term to age 65

Benefit limits:

  • Min: R2 000 p.m.
  • Max:
    • R150 000 p.m.  for professionals
    • R110 000 p.m. for non-professionals

Waiting periods:

  • 7 days backdated to 1 day *
  • 7 days *
  • 1 month
  • 3 months
  • 6 months
  • 12 months
  • 24 months

* Specific conditions apply

Income Disability Top Up

Pays an additional top up amount that is effectively 100% of the monthly income for a maximum of 2 years.

Not available on the 12 and 24-month waiting periods.

This benefit is payable for a maximum of 2 years.