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Flexible mortgages

A flexible mortgage will offer a number of possible options such as the ability to make underpayments or overpayments, to make lump sum payments, to borrow additional amounts or to take payment holidays.

The flexibility is nearly always conditional, for example you may have to build up a surplus of overpayments before taking a payment holiday.

Some mortgages are marketed as ‘flexible’ and include a significant number of features, however many other mortgages from high street lenders now include an element of flexibility as standard, such as the ability to make overpayments.

Advantages of a flexible mortgage

  • By making slightly higher monthly payments than required or paying off lump sums, you may be able to repay your mortgage loan more quickly and save interest over the mortgage term. However, many lenders now offer the option of paying off up to 10% of the mortgage loan a year on other mortgage types
  • You may be able to take a payment holiday when your budget is stretched
  • You may be able to borrow more than the initial mortgage amount - perhaps for some home improvements - up to an agreed limit. This lets you borrow at the mortgage rate, rather than taking out a loan which is often at a higher interest rate
  • Many deals feature daily interest which means that the interest due on your mortgage is calculated on a daily basis rather than monthly or yearly. This means that any payments you make have an impact on the amount outstanding on your mortgage loan within a day. A saving can therefore be made compared with monthly or yearly interest deals

Drawbacks of a flexible mortgage

  • You may not want to take advantage of all the options available and because you are likely to be paying for flexibility with a higher interest rate, you may find you could get a lower interest rate elsewhere
  • Many flexible mortgages feature a variable rate which means that an increase in interest rates would be reflected in increased monthly payments
  • Early repayment charges may apply for at least the term of any initial incentive deal period
  • There may be an arrangement or booking fee payable for a flexible mortgage

Your home may be repossessed if you do not keep up repayments on your mortgage.

A fee of up to 1.5% of the mortgage amount may be charged depending on individual circumstances. A typical fee is £295.