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Repayment options

What to know which type of mortgage suits you best? We have gathered together some handy information for you to help you make the best decision.

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Before taking out an interest only mortgage it’s important, and your responsibility, to plan how you will repay the capital at the end of the mortgage term.

You must get sound advice on all the options available to you before making any choices. Below are two of the most common ways of repaying an interest only mortgage:

  • Endowment - a policy set up with an insurance company of your choice.
  • ISA - a savings plan set up with an organisation of your choice.

Type of Repayment

  • Repayment - Monthly payments are made up partly of interest and partly of capital. i.e. the money you have borrowed.
  • Interest Only - Monthly payments consist only of interest on the money you have borrowed. You repay the capital at the end of the term.
Repayment options
Endowment ISA

Aims
On maturity to pay off your mortgage.

Yes Yes

Risks
Influenced by stock market conditions so on maturity it may not produce enough capital to repay your mortgage.

If this happens, you will have to make up the shortfall.

Yes Yes

Review
You must continually check how your plan is performing and that it will provide sufficient capital. This is your responsibility but we will remind you to do this in your annual mortgage statement.

Yes Yes

Payment
Interest only payments are paid to us and monthly premiums are paid to your endowment/ISA provider.

Yes Yes

Life Cover

Whether you choose a repayment or interest only mortgage it's important to consider what happens if you or your partner dies. Repayment and interest only mortgages don't automatically provide life cover. We recommend that you take out life cover unless it is included in your endowment policy.

Commonly asked questions about Interest Only mortgages

What happens if I want to cash in my ISA or Endowment early?

ISA - You may be able to receive back some of the money you have paid into your ISA. However if you do this, particularly in the early years, you may receive less than you paid in.

Endowment – If it’s within the first few years of the policy, the amount you get back could be less than the premiums you have paid. If you do this you will be left with no life cover and will have to make alternative arrangements for this.

What happens if I don’t make any arrangements to pay back the capital I have borrowed?

You will still owe us the capital at the end of your repayment term. This will mean you will have to repay it from your own resources and it could potentially lead to selling your property.

If I wanted to convert my mortgage from Interest only to Repayment could I do it?

Yes you can. You may want to do this if you have stopped paying endowment policy premiums or into an ISA. This will mean that your monthly payments to us will increase as your monthly repayment will include some of the capital that you owe each month.

Will my ISA or Endowment provider keep you informed of how my plan is performing?

No they don’t provide us with any details so we have no knowledge of how your plan is progressing. It’s important and your responsibility that you keep checking on how your plan is performing to ensure that you are able to repay the money you have borrowed at the end of the mortgage repayment term.

How it works

The interest you are charged on our fixed rate further advance stays the same for fixed rate period. At the end of this period, your mortgage will revert to our standard variable rate.

Advantages of our fixed rate further advance:

  • You pay the same amount each month during the fixed rate term
  • Protect your mortgage payments from interest rate rises during the fixed rate term
  • Interest is calculated daily, which will lead to interest savings over the term of the mortgage

Consider one of our other mortgages if:

  • You want to take advantage of possible reducing interest rates with a flexible tracker or discount rate further advance

Notes

We may offer different products and/or similar but differently priced products through our various channels (branches, Derbyshire Direct, Intermediaries and the web). For full details of all available products, please contact us.