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Offset / Current Account
With an offset mortgage the interest charge is calculated daily as
opposed to yearly, which can make a significant difference to the cost
for those on a repayment mortgage. They also provide flexibility and
allow for periods
of both under and overpayment to suit the borrower's
changing financial circumstances. There are two basic types of offset
mortgage.
With Current Account Mortgages, the bank account and
mortgage are combined as one, so customers view just one statement and
have one balance. For example, if there is £4,000 in the current
account and the mortgage is £100,000, the customer's balance will
register £96,000 overdrawn. The balance is calculated daily and the
homeowner pays interest only on the balance. Borrowers can also place
any savings into the account in order to reduce the debt balance.
The second type of offset is where the deposits are
kept in separate accounts or 'pots', but linked for the purposes of
calculating interest. Lenders offering this type of product include
Barclays and Woolwich, through Openplan, Intelligent Finance (IF), Egg,
First Direct, Newcastle building society, Northern Rock and Yorkshire
building society. Again borrowers pay interest only on the mortgage,
minus savings.
The negatives
Interest rates on offset mortgages will rarely be the cheapest
available and offsetting, therefore, is only worthwhile if you have a
reasonable amount of money in your savings or current account.
Professional, unbiased advice
Finding the best mortgage to suit your personal circumstances can be time
consuming and confusing, so it's make sense to get a broker to do the hard work
for you.
You can get a free no obligation quote from an independent and impartial broker
who will compare mortgage
products from the whole UK market and will not be tied to any mortgage provider,
ensuring that you receive unbiased advice.
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