Financial Times FT.com

Remortgaging

Published: January 28 2004 10:28 | Last updated: January 28 2004 10:28

Remortgaging is what you do when you switch your mortgage to a new lender without actually buying a new home.

Why remortgage?

Like millions of borrowers, you probably have a variable rate mortgage. If you don’t have a redemption penalty on your current loan, you could save many hundreds of pounds a year by switching to a better value fixed or discounted loan. For example:

  • If you are paying 5.5 per cent on a standard variable rate, your monthly interest payments on a £100,000 interest-only loan work out at £458.
  • Switch to a discounted rate where you pay 3.5 per cent for one year and your monthly payments immediately fall to £292, a saving of £2,000 over a year.
With savings like these to be made, it may be worth switching your loan even if you would have to pay a redemption penalty. You need to work out how much you will save compared with the penalty involved.

Are there any costs?

You may have to pay an application fee, a valuation fee and solicitors’ fees too. That could add up to £700 or £800, which may wipe out any potential savings from a lower rate if you have a small loan.

Some lenders offer special deals for borrowers looking to remortgage to minimise these costs. The rate may not be the most competitive, but it is balanced by benefits such as a free valuation, no application fee, and cashback of £250 or £300 to cover your legal costs. This can work well if you have a small loan.

It is worth talking to your own lender before moving your mortgage to find out if they can offer you a better deal. You could avoid some of the costs involved in switching to a new lender.

Research the market

Take a good look around before deciding where to apply. You may get special remortgage terms from some lenders, but you will also be excluded from some deals that lenders do not make available to borrowers who want to remortgage. These are some of the points to watch:

  • Look at the rate you will move on to after any special deal has ended, and think about whether it might mean having to remortgage again in a few years’ time.
  • Consider instead switching to a lender who offers good value over the longer term, perhaps by pledging to maintain a competitive standard variable rate.
  • Take a look at flexible current account and offset mortgages to see if they would suit you. The tax advantages and cost efficiency of such schemes can be compelling.