We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
The Forum now has a brand new text editor, adding a bunch of handy features to use when creating posts. Read more in our how-to guide

Confused about overpayment charges!

I am currently on an SVR with Halifax. Balance on anniversary date on 1st Jan was 67k. After making overpayments balance is now 62k. I have been told on SVR I can make as many overpayments as I want without incurring charges.
Current interest rate is 3.99% and I am thinking of going onto a fixed 1.99% for 2 years from next month. I have been told I would incur charges if I pay more than 10% of the balance. Is this referring to anniversary balance or the balance from date I go onto fixed rate?
Also if I were to incur overpayment charges how is it calculated? As a % of the anniversary balance or the balance on the date the fixed rate started? Or is it just a %
of the amount above the 10% allowance e.g I overpaid an extra £1000 above the allowance, charge is 5% so charge is £50?

Comments

  • Landofwood
    Landofwood Posts: 765 Forumite
    Who told you you would incur charges for overpaying more than 10% while on the SVR?
  • sheramber
    sheramber Posts: 24,130 Forumite
    Part of the Furniture 10,000 Posts I've been Money Tipped! Name Dropper
    Charges are when on the fixed rate

    "I am thinking of going onto a fixed 1.99% for 2 years from next month. I have been told I would incur charges if I pay more than 10% of the balance."
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 353.6K Banking & Borrowing
  • 254.2K Reduce Debt & Boost Income
  • 455.1K Spending & Discounts
  • 246.7K Work, Benefits & Business
  • 603K Mortgages, Homes & Bills
  • 178.1K Life & Family
  • 260.7K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16K Discuss & Feedback
  • 37.7K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.