affordability calculator - Southwark Council

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Affordability calculator We advise that you complete the fields below in order PLEASE NOTE: As a basic means test illustration, this document does not constitute an offer to purchase your home on Social Homebuy terms. Should you proceed to making a formal application, we will carry out a detailed financial assessement, using documents provided by you to verify your income and expenditure Section A - Your Property Property Type Number of bedrooms Estimated Value Please choose either "Flat" or "House" from the drop down list Please choose the appropriate bedroom size for your property from the drop down list FALSE The estimated value is based on Right to Buy valuations carried out in the 2008/09 financial year and desktop valuations of property in the councils Homesearch publication in the first quarter (Jan-Mar) 2009 Section B - Your Monthly Income Please enter the combined salary (after tax, national insurance and other deductions) for all purchasing applicants Applicants combined Net Salary Child maintenance payments received Income support Working tax credit Child tax credit Jobseekers allowance Housing benefit Child benefit One parent benefit Maternity pay Sickness/incapacity benefit Occupational pension State pension Widow's pension Any other income Total £0.00 Please enter the amount(s) you receive Section C - Your Personal Monthly Expenditure Personal Loan Car loan Car insurance Car tax MOT & Servicing Petrol Public transport Telephone (mobile) Child care/babysitting Child maintenance (paid out) Any other personal expenditure Total £0.00 Please enter the combined amount(s) as applicable for all purchasers Section D - Your Monthly Household expenditure Council Tax Gas & Electricity Telephone (landline) Water Contents Insurance Parking (i.e. garage hire/resident parking permit) Food, Clothing & Recreation (according to household category*) Any other Household Expenditure Total Please enter the relevant amount Please enter the relevant combined amount (as applicable) Please enter the relevant amount Please enter the relevant amount Please enter the relevant amount Please enter the relevant amount FALSE £0.00 This amount will be dictated by your Household Category Please enter the relevant amount - Please do not include your council rent Section E - Your Household Category Household category Please choose the relevant category from the drop down list in cell B73 A One person non-retired household B One person retired household not mainly dependent on state pensions C Two adult households with children D One adult household with children E One man, one woman non-retired household F One person retired household mainly dependent on state pensions G One man, one woman retired household mainly dependent on state pensions H One man, one woman retired household not mainly dependent on state pensions Section F - Service Charges Revenue Capital £71.29 £58.14 Revenue Service Charges relate to day-to-day services provided to your block/estate. The average estimated charges for 2009/10 have been apportioned over 12-months to give this figure. Capital Service Charges relate to Major Works to your block/estate. An average Major Works cost has been apportioned over 60 months to arrive at this figure Please note that these are average figures and your actual costs as a leaseholder will differ depending on service you receive and major works carried out Please also note that these figures are based on bed-size rather than by property type When you have completed all the relevant fields in the sections above, please double-check that the information you have entered is correct then open the 'Your Affordability' tab below for your affordability assessment breakdown Your Social Homebuy Affordability Based on the information you have completed in the 'Means Test' worksheet Your income Your expenditure Remainder £0.00 £0.00 £0.00 Initial Share Purchased Average valuation for your property type and size FALSE £ £ £ £ Social Homebuy Discount 4,000.00 8,000.00 12,000.00 16,000.00 Rent Purchase Price Service Charges Monthly Cost Major Works Maximum Mortgage Ability (per month) -£32.36 -£64.72 -£97.07 -£129.43 -£ -£ -£ -£ Maximum Affordable Mortgage 5,497 10,994 16,490 21,987 Can I afford to buy this percentage share in my home? N N N N 25.00% £ 50.00% £ 75.00% £ 100.00% -£ -£ -£ -£ 4,000.00 8,000.00 12,000.00 16,000.00 £ £ £ £ - £ £ £ £ 17.82 35.65 53.47 71.29 £ £ £ £ 14.54 29.07 43.61 58.14 Please note that the means test we carry out is used as a benchmark of your affordability. The mortgage rate you are actually offered may differ from the one we use in our means test. We do not consider a difference between the mortgage interest rates we use in our means test and the one you may have been offered by any particular mortgage provider as a ground for appeal. It is assumed that you will be taking out a capital and interest repayment mortgage over 25 years. The interest rate used in this means test is based on the Standard National Rate which was set by the government at 5.07% on 1st December 2008. Please note that this rate was lowered in February and April 2009, however we consider that the rate of 5.07% more accurately reflects the fixed rates currently available from high street mortgage lenders.

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