Capital management

AFR/EC RECONCILIATION

AFR should exceed EC and for ING Group as a whole there should be a prudent buffer. The target for the buffer at Group level is 20%. For details regarding the computation of EC see the section entitled ‘Risk management’.

AFR/EC Reconciliation

  2007 2006
ING Group Available Financial Resources(1) 49,715 48,774
less Group EC(2) 35,000 34,500
less EC Group(3) 1,000 1,000
Surplus/(deficit) 13,715 13,274

(1) AFR ING Bank, amounting to EUR 31,733 million (2006: EUR 25,784 million) plus AFR ING Insurance, amounting to EUR 22,710 million (2006: EUR 27,200 million) less core debt ING Group, amounting to EUR 4,728 million (2006: EUR 4,210 million).

(2) EC Insurance plus EC Bank less 15% diversification effect (10% in 2006).

(3) EC of the ING Group parent company mainly includes market risk on share based payment plans and market risk on the assets backing ING Bank equity.

Capital base

  Insurance Bank Group
  2007 2006 2007 2006 2007 2006
Shareholders’ equity (parent) 17,911 21,917 25,511 21,298 37,208 38,266
Group hybrid capital(1) 2,202 1,665 6,397 5,726 8,620 7,606
Group leverage/core debt(2)         4,728 4,210
Total capitalisation 20,113 23,582 31,908 27,024 50,556 50,082
             
Adjustments to equity:            
– Revaluation reserves fixed income & other(3) –289 –2,097 –759 –1,350 –963 –3,352
– Revaluation reserves excluded from Tier-1(4)     –2,952 –1,256    
– Insurance hybrid capital(5) 2,250 2,250        
– Minorities 891 1,770 1,668 1,367    
Deductions Tier-1 (as of 2007)     –93      
Available regulatory capital 22,965 25,505 29,772 25,785    
             
Other qualifying capital(6)     11,792 11,445    
DAC/ViF adjustments (50%)(7) 4,070 3,618        
Group leverage (core debt)         –4,728 –4,210
Adjusted Equity (a) 27,035 29,123 41,564 37,230 44,865 42,520
             
Ratios            
Core debt (b) 4,267 4,802     4,728 4,210
Debt/Equity ratio (b/(a+b)) 13.63% 14.15%     9.53% 9.01%

(1) Tier-1 instruments issued by ING Group (e.g. perpetual debt securities and preference shares), at nominal value. Group hybrid Tier-1 instruments other than preference shares are provided as hybrid capital to ING Insurance or ING Bank.

(2) Investments in subsidiaries less equity (including hybrid capital) of the Group holding company. This net debt position is provided as equity to ING Insurance and ING Bank.

(3) Includes for ING Group EUR 1,895 million (2006: EUR –1,709 million) of the revaluation reserve relating to fixed income securities (net of the effect of shadow accounting), EUR –438 million (2006: EUR –1,357 million) cash flow hedge and EUR –2,420 million (2006: EUR –286 million) relating to goodwill. The Dutch banking regulator requires this deduction to be made from Tier-1 capital. ING applies this prudent method to ING Bank, ING Insurance and ING Group.

(4) Includes EUR –2,138 million (2006: EUR –579 million) in participations (e.g. Kookmin, Bank of Beijing), EUR –595 million (2006: EUR –386 million) for Real Estate for own use and EUR –220 million (2006: EUR –116 million) relating to ING Bank’s investment portfolio. The Dutch banking regulator requires this deduction to be made from Tier-1 capital. This deduction is added back to Tier-2 capital.

(5) Tier-1 instruments issued by the ING Insurance e.g. perpetual debt securities, at nominal value.

(6) Includes EUR 14,199 million (2006: EUR 12,366 million) Tier-2 capital and nil (2006: EUR 330 million) Tier-3, offset by EUR 2,407 million (2006: EUR 1,251 million) consisting of financial participations and the residual risk remaining after securitisations.

(7) Mainly includes EUR 8,565 million (2006: EUR 7,701 million) representing 50% of the present value of future profits generated by policies in force (Value in Force), offset by EUR 4,494 million (2006: EUR 4,183 million) representing 50% of the non-Dutch deferred acquisition costs.

The capitalisation of ING Group remained strong throughout 2007. All leverage ratios were within their targets. The debt/equity ratio of ING Group as at year-end 2007 was at 9.53% (2006: 9.01%). The debt/equity ratio of ING Insurance as at year-end 2007 was at 13.63% (2006: 14.15%). The ING Bank Tier-1 ratio ended at 7.39% a slight decrease from 7.63% at December 2006.

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