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Who has paid chunks off their mortgage? Was it worth it?

84 replies

TwoCoffeesandAMilkshake · 02/04/2023 17:02

(Numbers are not accurate, but demonstrate the reality).

We don’t have many savings due to a job/ house move that was needed due to covid. We owe (for example) £80 000 over 22 years (did it like this to keep repayments low). If we stick to the plan, we'll pay back £130 000. This means £50 000 worth of interest. Now that I have seen the stark figures, I can’t imagine paying that much interest.

I have savings of £8000 - saved for some work that needs doing and I don’t want to get a loan. Would I be mad to pay off £5000 and then try to save again. I imagine saving £5000 (in case of emergency), then paying this lump off the mortgage. It would mean a limited safety net of savings.

OP posts:
Rainsdropskeepfalling · 02/04/2023 18:04

We do both - over pay every month (max we can pay is 3X the monthly payment) to reduce the term and make a part payment (limited to 10% of sum owed) to reduce the term. But we only started doing this once we had a good buffer in savings for immediate use

KateAusten · 02/04/2023 18:07

I paid off two £10k lump sums from what I can remember. It was worth it as it brought the monthly repayments down a lot and with interest saving rates so poor it seemed like a good idea

I tried to do another lump sum last night but the site was closed for maintenance

pickledandpuzzled · 02/04/2023 18:08

This isn't a decision you need to make just once. So you can spend a year overpaying, then reflect and see whether to add a chunk or not. Do the maths.

I find we were much less inclined to fritter money on little things- taking lunch to work instead of getting a sandwich deal- when we saw our mortgage go down.

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PetitPorpoise · 02/04/2023 18:09

Another vote for saving the overpayments in a high interest account.

Muddydogpawprints · 02/04/2023 18:11

I overpay a bit each month, £80 or so, not much, but also make a lump payment every year, minimum of £3K. Even that small amount makes a difference. We've taken years off the mortgage.

timetorefresh · 02/04/2023 18:12

Look at offset mortgages? Your savings reduce the interest you pay but are still accessible

Beautiful3 · 02/04/2023 18:15

Yes we did the same and over paid by a few thousand, each year in chunks. It's great because our repayments are now so low. I think it's worth it.

Raindropsonuebells · 02/04/2023 18:16

I overpaid mine and when I was made redundant it was well worth it - I managed to change career and work in a way I preferred purely because I’d overpaid when times were good

cafecreme · 02/04/2023 18:18

We did between 2010 and 2020 to bring mortgage down to a manageable level. I would have paid the whole thing off once we were in a position to do so but dh disagreed because interest rates were so low. We sold last year and are buying/moving overseas but given interest rates have risen so much I think we would now pay off asap.

CrapBucket · 02/04/2023 18:23

It depends how old you are as well, what the work is that needs doing, if you have dependents… do the sums and then think about what you want life to be like.

E.g. No point living in a leaky cold house for 15 years and owning it 5 years sooner and never taking the kids on holiday, compared to living in a warm dry house with kids enjoying a happy childhood and owning it 5 years later.

PippaF2 · 02/04/2023 18:44

I'd keep your savings as a buffer. Last thing you need is no money and a broken boiler, or a leaky roof or anything really going wrong - then having to take a loan out which would be much higher interest than your mortgage and being lumbered with two debts.

Cap out your savings at a level that suits you - I think 3-6 months of monthly salary is the advice.

And then stop saving but use the savings you would have been banking to make overpayments. You'll be surprised how much you take off.

pinkpirlie · 02/04/2023 18:49

Depending on your mortgage interest rate you will likely get higher interest on your savings, than you will save by overpaying your mortgage.
Eg
My mortgage is 3.4%, but I can get savings up to 7% (drip fed into regular saver) at several banks (I have 7%, 6%, and a few 5% savers). I'm getting 3.25% on my easy access savings too. So overall I am making more money than the mortgage is costing me.

The previous link from MSE let's you input to see if you're better off.

With only £8k in savings I think it wouldn't be a good idea to move liquid savings into an illiquid asset, especially with interest rates where they are, but definitely worth doing a comparison.

If at the time of remortgaging you'd get a lower interest rate if you had a better LTV at this point it would be worth considering paying a lump sum off at this time.

BotterMon · 02/04/2023 18:53

I could only overpay 10% a year so I reduced the term of the mortgage to allow me to overpay each month to use up the money and then extended the term again until I had enough to pay it off in one go. Saved a fortune in interest fees and wasn't charged to reduce and extend overall term.

MysteryBelle · 02/04/2023 18:54

Look into dividing monthly mortgage into weekly payments which automatically means extra payments a year, and the paying down of interest weekly instead of monthly which makes a huge difference.

And yes, I think it’s a good idea if you have a large chunk, to apply it to the mortgage.

We paid off our 30 year mortgage in 9 years by doing the first thing I mentioned.

Beebumble2 · 02/04/2023 18:54

I’d keep a larger portion of your savings as a buffer, then when you’ve saved more, pay off a little more.
We weathered the 17% of the 90s and adjusted our living costs accordingly. There were only tracker mortgages then, ( unless a special deal) when the rate came down we were so used to living carefully we left the payments as they were. It reduced our mortgage by a decade.

CatOnTheChair · 02/04/2023 18:58

Yes, we did - but by regular monthly payments rather than lump sums.
I agree with the comment about not reducing your savings safety net, but start diverting some of the monthly savings amount into the mortgage. Say you currently save £200 a month, maybe put £150 onto the mortgage, and keep the other £50 going into the savings.

Even small amounts can make a big difference.

TwoCoffeesandAMilkshake · 02/04/2023 19:00

MysteryBelle · 02/04/2023 18:54

Look into dividing monthly mortgage into weekly payments which automatically means extra payments a year, and the paying down of interest weekly instead of monthly which makes a huge difference.

And yes, I think it’s a good idea if you have a large chunk, to apply it to the mortgage.

We paid off our 30 year mortgage in 9 years by doing the first thing I mentioned.

I’ve never even thought of weekly payments - does it really make a big difference?

OP posts:
Ariela · 02/04/2023 19:50

Check the terms under which you're allowed to over pay. It may be you can only make 1 lump sum a year - so now, just before the end of the financial year might be a good time. It may also be that you can only pay off 5% or 10% or so of the balance per year.

Look at how much redundancy you'd each get, and how long the notice period is. If it's 3 months, in this climate plenty of time to get and start a new job, especially as you say you have insurance for redundancy.

On that basis look at how quickly you'd build savings back up.

I would think £5k affordable given how low your mortgage appears - but we don't know how much you're earning & able to save per month.

MysteryBelle · 02/04/2023 19:52

TwoCoffeesandAMilkshake · 02/04/2023 19:00

I’ve never even thought of weekly payments - does it really make a big difference?

Yes it really made a big difference for us. 21 years difference. We paid off a 30 year mortgage in 9 years. It is a huge mystery to me why everybody doesn’t do this. And strangely the money experts even my fave Dave Ramsey barely skirts the topic. There might be one sentence that says it might help to overpay but no explanation, not much of anything. This tip needs to be shouted far and wide but it isn’t because we all know why.

Op, pay no attention to the people who are rabidly against you paying big chunks of your mortgage, how leaving your mortgage alone to pay endless interest and decades of payments is oh so wonderful, and they’ll give you all kinds of reasons.

The fact is, it is of course better to be mortgage free and own your home outright, as soon as reasonably possible. There are exceptions to everything in life but generally and overwhelmingly, it is obviously better to not have a mortgage. Common sense 101.

3luckystars · 02/04/2023 19:52

Pay your mortgage fortnightly or weekly if you can and look at reducing the term rather than paying off chunks.

look at Karl Jeacles mortgage calculator online. Good luck.

grapehyacinthisactuallyblue · 02/04/2023 20:04

We've paid our mortgage in 6 years. We had quite a big chunk of money in the first place, and all my wages went into paying the mortgage and lived with my dh's wages for those years.

Being free of mortgage is wonderful. So, if you can, I definitely would.

RoseandVioletCreams · 02/04/2023 20:24

Definitely keep the 8 grand.

Maybe put it in pb? And over pay each month instead.

MysteryBelle · 02/04/2023 21:19

The important thing about dividing monthly payment into weekly payments is that the principal gets reduced weekly, instead of and more quickly than monthly, which in turn makes the interest less, as the interest is then based on that lower amount each time. Yes, it makes a HUGE difference. Don’t take my word for it. Do it and find out for yourself. I am amazed at the timidity of people to do something so very simple and effortless that will shave years and years, or decades in my case, off their mortgage in the most painless way I know of. I think it’s because they haven’t been ‘told’ to do it by the ‘experts’. And of course paying chunks is good too as that will make the principal less which in turn makes the interest less, which then makes the term shorter. Folks, this is basic math!!

The question to ask, is why the media and govt and money experts and rich people don’t tell the masses this. They get paid to give stupid ‘tips’ we all already know. ‘Live beneath your means. Divide risk between safe investments and risky investments. Pay yourself first (savings). Pay debt with highest interest rate first’ 🙄 we already know all that.

They never give specific truly great and simple tips like divide monthly mortgage payment into weekly payments. We little people without accountants and connections just assume the monthly is the norm, because it is presented to us that way, and so the thought doesn’t enter our head that there’s anything we can do about it.

And you’ve got people posting these scholarly sounding articles by our betters who admonish us to not pay off our mortgage. ‘Far better to do this that and the other and continue paying gigantic interest payments for decades.’ Think.

There are a lot of things they don’t tell us that they keep to themselves. They like being in superior positions to the dirty masses. While pretending to be humanitarians but imposing restrictions on us that they exempt themselves from. And they make money off our paying monthly (like mortgage companies). I do wonder why even the seemingly well intentioned people who claim to want to help and advise us, like Dave Ramsey whom I actually otherwise admire, don’t tell us this. None of them do.

The only reason I know about it is because a few years into my first mortgage, there was advice going around for a short while (it seems that particular good advice is absent on purpose nowadays), to pay biweekly so I changed to that (had no idea that weekly was possible). I discovered to my joy somehow we were paying our mortgage off significantly faster and just due to that and indeed paid off a 30 year in 13 years. I was young and naive and simply didn’t realize that it would make that big of a difference. Or else everybody would be talking about it, right?

Then when we bought our second house, the monthly was kind of high, and I was already used to biweekly, so I thought, it’d be easier budget wise if we could divide it further into weekly, so I asked our mortgage lender to divide monthly into weekly. Of course that paid it off even faster. Again, I didn’t realize at first just how big a difference it made going from biweekly to weekly. So that is how I stumbled onto the most fantastic and best financial decision I ever made in my life. My husband and I consider that one decision we can be proud of among all the mistakes we’ve made.

I bet if everybody started doing it, they’d change the rules (that they are careful to not make us aware of) on us. So I suggest you get on it asap.

Call your mortgage lender and say ‘I want to divide my monthly mortgage payment into weekly payments.’ That’s it. Ask for an amortization schedule and also your online account will keep track of your principal so you can actually work out the approximate date when you’ll pay your house off early. I was pleased to be a year off though in my estimation. We paid off our second house (30 yr mortgage) in 9 instead of 10 years. If I can do this, a person with no financial savvy whatsoever, anybody can.

If the mortgage rules are different where you are, then there might be a cap on what you can pay, or penalties or paying off debts early etc. We don’t have those unfair and exploitative limitations here in USA, at least not yet. Everything is hurtling leftward at warp speed.

I have nothing to gain by sharing my experience except to help people like me whose dream is to own their own home and a bit of land without going broke or paying thousands in interest when you don’t have to (unless your preference is for renting an apartment depending on where you want or need to live, walkable location, employment, etc). Obviously I can’t cover all possible living arrangements in one post, I just know someone will start lecturing me on the exceptions as this is mn.

Asdf12345 · 02/04/2023 21:23

Personally I wouldn’t. We have enough in savings to pay the mortgage off in full but get more in dividends each year than the mortgage payments so keep repaying the minimum.

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