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Halifax 10% overpayment

Anyone know the 10% penanlty free allowance on a halifax mortgage, is it 10% of total or 10% of each sub account before they wack you?
Don't put your trust into an Experian score - it is not a number any bank will ever use & it is generally a waste of money to purchase it. They are also selling you insurance you dont need.

Comments

  • 10% of the balance as at 1st January each year.

    See full details here

    https://www.halifax-intermediaries.co.uk/pdf/10-overpayment-concession.pdf
    I am a Mortgage Adviser
    You should note that this site doesn't check my status as a mortgage adviser, so you need to take my word for it. This signature is here as I follow MSE's Mortgage Adviser Code of Conduct. Any posts on here are for information and discussion purposes only and shouldn't be seen as financial advice.
  • chanz4
    chanz4 Posts: 11,057 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Xmas Saver!
    LRmortgage wrote: »
    10% of the balance as at 1st January each year.

    See full details here

    https://www.halifax-intermediaries.co.uk/pdf/10-overpayment-concession.pdf


    Thanks for that we have x3 sub accounts, I was going to pay the fees off the x2 accounts but wasn't sure and cant really tell if that would go against me..
    Don't put your trust into an Experian score - it is not a number any bank will ever use & it is generally a waste of money to purchase it. They are also selling you insurance you dont need.
  • zenshi
    zenshi Posts: 1,142 Forumite
    Part of the Furniture 500 Posts
    I’ve just had this discussion with their mortgage adviser. Like you I have sub accounts and was under the impression I could pay 10% per year of the total...however my mortgage ( unsure if it’s across the board) I can pay 10% of each sub account which equates to the same overall figure

    But I want to pay extra only on one account and was told the penalty was 3% of the extra over my allowance.
    Hope I’ve made sense!
    LBM.....sometime in 2013 £27,056. 10 creditors
    June 20.....£7,587.....3 creditors left 72% paid

    £26,200 on interest only part of mortgage (July 16)...will chip away £17,103
    £49,200 repayment mortgage ( July 16) £37,764
  • chanz4
    chanz4 Posts: 11,057 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Xmas Saver!
    zenshi wrote: »
    I’ve just had this discussion with their mortgage adviser. Like you I have sub accounts and was under the impression I could pay 10% per year of the total...however my mortgage ( unsure if it’s across the board) I can pay 10% of each sub account which equates to the same overall figure

    But I want to pay extra only on one account and was told the penalty was 3% of the extra over my allowance.
    Hope I’ve made sense!

    Thank you that's the way I had read things, but they don't really make things clear. Its like the fee account its none interest adding but be good to see it go as is £250
    Don't put your trust into an Experian score - it is not a number any bank will ever use & it is generally a waste of money to purchase it. They are also selling you insurance you dont need.
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