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Overpay or ISA?

Hi peeps,

I'm currently overpaying about £500 per month to try and make a dent in the mortgage. I have roughly £500 which I could either pay into an ISA or add to the overpayment. Really not sure which way is best? I have some savings already so I have emergency fund if required...I'm a committed MFW.

I know there are lots if money savvy peeps out there so any advice is much appreciated.

Andrea

Comments

  • SG27
    SG27 Posts: 2,773 Forumite
    What interest rate is your mortgage?

    If the mortgage rate is higher than the ISA rate then it's better to overpay. For me I like to building up savings at the same time too.
  • CLAPTON
    CLAPTON Posts: 41,865 Forumite
    10,000 Posts Combo Breaker
    do you have a pension?

    are you young or about to retire?
  • Andrea75
    Andrea75 Posts: 66 Forumite
    Mortgage rate is 3.99% and I'm far from retirement. I like to have a savings nest egg too, don't we all? Never know what's for the best here
  • If you can get 4% in your ISA, put it there.
    If it's lower than 4%, then clear your mortgage, and best of luck.
    Feb 2012 - onwards MF achieved
    September 2016 - Back into clearing a mortgage - Was due to be paid off in 32 years in March 2047 -
    April 2018 down to 28.00 months vs 30.04 months at normal payment.
    Predicted mortgage clearing 03/2047 - now looking at 02/2045

    Aims: 1) To pay off mortgage within 20 years - 2037
  • Andrea75
    Andrea75 Posts: 66 Forumite
    I thought paying the mortgage would be the better option....I guess it'll be worth it in the end. Thanks for that
This discussion has been closed.
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