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.

Remortgage with current lender?

Hello

In need of some advice, please (another rise in interest rate panic thread).

I'm currently with HSBC on a 2.99% interest Fixed Rate which ends in August 2023.

My question is - would it be worth staying with HSBC or going with a new lender entirely next year?

Situation: the mortgage is £115k with 42 LTV and the current home value is 200k.

Comments

  • MFWannabe
    MFWannabe Posts: 2,277 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    Personally I’d say it’s too early to be considering what to do yet 
    No one knows what the interest rates will be and what deals you can get 
    look nearer the time when you can without any ERC to pay 
    07/12/24:  Debt total £9,000
    07/12/24:  Savings:   £20,000

  • JMA74
    JMA74 Posts: 264 Forumite
    100 Posts First Anniversary Name Dropper
    Probably see whats happening around Feb/March time. Then you can secure a 6 month offer from another lender whilst you wait for the hsbc existing customer deals to open up
    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.
  • K_S
    K_S Posts: 6,837 Forumite
    1,000 Posts Fourth Anniversary Photogenic Name Dropper
    @fashionheart Sorry to start off being pedantic but I want to differentiate between a remortgage (moving to a new lender) and a product-switch/PT (staying with the current lender, HSBC in this case)

    One huge advantage of being with HSBC is it's pro-rated ERC of 1% / year remaining on the fix. So, in the final year, if you did a remortgage or a PT that completed on 01 July 2023 (2 months before the end of your fix), the ERC payable would only be two-twelfths of 1%. So about £190 for a loan size of 115k. Please do check the ERC section of your original mortgage offer to confirm this.

    The second advantage is that, unlike a lot of other mainstream lenders, even if an ERC is involved, HSBC will allow you to delay a PT for up to 4 months (120 days to be precise).

    I don't have an opinion on what exactly you should do and what will work out best on hindsight will depend on future interest rates but hopefully the above will help you make a more informed decision while taking advantage of the flexibility that HSBC products offer when it comes to the end of a fix.
    Hello

    In need of some advice, please (another rise in interest rate panic thread).

    I'm currently with HSBC on a 2.99% interest Fixed Rate which ends in August 2023.

    My question is - would it be worth staying with HSBC or going with a new lender entirely next year?

    Situation: the mortgage is £115k with 42 LTV and the current home value is 200k.

    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. 

    PLEASE DO NOT SEND PMs asking for one-to-one-advice, or representation.

Meet your Ambassadors

Categories

  • All Categories
  • 347.2K Banking & Borrowing
  • 251.6K Reduce Debt & Boost Income
  • 451.8K Spending & Discounts
  • 239.4K Work, Benefits & Business
  • 615.3K Mortgages, Homes & Bills
  • 175.1K Life & Family
  • 252.8K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16K Discuss & Feedback
  • 15.1K Coronavirus Support 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.