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AIBU?

Share your dilemmas and get honest opinions from other Mumsnetters.

.... to be miffed my parents did equity release without discussing it with the rest of the family? (long)

211 replies

tittybangbang · 10/06/2008 15:30

...... namely my brother, my sister and myself? We only found out after the deal was signed.

Mum (75)and dad (80) live in a good sized detached house in a lovely village. The house needed a bit doing to it and they didn't have savings to pay for new windows/a new kitchen/new cars, although as an ex civil servant my dad has a good index linked pension. So without discussing it with us they borrowed 100K against the house - and the interest on the loan will roll up until the house is sold. My dad made all the decisions and organised the whole thing. My mum just signed on the dotted line. She said to me that she didn't really understand what the equity release involved or the implications for the future - which I'm not surprised at as my dad has always treated her like a child in matters relating to money. She's never earned much and my dad's been in charge of all the household spending. He's said things to me in the past like 'your mother doesn't really understand money'. They didn't take independent advice on equity release - just talked to the solicitor who was working for the company who sold them the product. At one point they did consider down-sizing but my dad said he couldn't consider living in a semi-detached property because he likes his privacy.

I'm worried now that with falling house prices and increasing interest rates they'll end up within five years being saddled with a debt so huge that they simply won't be able to move, and then they'll be stuck in a big house they can't cope with (the garden is a quarter of an acre and they're worn out looking after it), or afford to heat, and has no downstairs toilet or bathroom (a big issue for my mum as she has problems with her joints). It's not such an issue while my dad is alive but if he dies before my mum (more of a likelyhood as he's had several small strokes in the last year) the household income will be halved overnight and she has no pension of her own. I dread the thought of my mum being marooned in that house, unable to get up the stairs to the loo, spending all her pension on getting people to come in to cut their 100 foot hedge and mow the massive lawn, and being too frightened to turn the heating on........ I'm going to have to work full time at some point to service our massive mortage. How am I going to be there for my mum when she needs me? I can bearly cope with my own house and my three children and dog, let alone maintaining my parents property and helping them when they're not able to cope with it themselves, or with living in a house which is not suitable for elderly, frail people but which they're stuck in because there's no money left in the property to buy anything else.

The other side of this that's really bothering me is that I've suddenly discovered I'd been unknowingly harbouring a sense of entitlement over my parents estate, and I feel really ashamed about it. I left home early (at 18) and haven't expected or had have much help from them in financial terms over my adult life. I've always felt that this was the way things ought to be - that you shouldn't expect to get money from your parents and should go out and shift for yourself. That's why I feel ashamed when I face up to how resentful I now feel since it's dawned on me that if things proceed the way they are now, I'm likely not to get a bean when they die - the entire estate will be sold off and the money will go to the bank to pay the extortionate interest on the loan they've taken out. I'm thinking - you don't have any right to anything, but then I think about how I feel about my own children and how gutted I'd feel about my entire estate being handed over to the bank on my death.

Maybe also I feel more upset about it now as I've had worries about money over the past six months - a health scare (that hasn't quite resolved) that has really made me worry for my future, plus a whole load of unavoidable expenses that have put a strain on the family budget. I should say - we're not poor, but we're like many families in the UK right now: big mortgage, big household bills and only one income.....

It's stirred up other thoughts as well that I feel really uncomfortable with. I can't help comparing my parents behavior with that of my inlaws, who were less well off and lived in a smaller house, but who saved for all their 4 children so they were all able to afford the deposit on a house when they left home. My parents never saved anything for me, and didn't encourage me to save either. I must be the only person I know who never even had a post office account as a child..........

Oh dear - does this all sound really moany? I think the worst of this whole thing is that it's given me negative feelings about my beloved parents - particularly my dad. I should be treasuring the time I have with them now not feeling resentful and hard done by.......

Sigh.

Any words of wisdom anyone?

OP posts:
WideWebWitch · 10/06/2008 15:32

None of your business imo. They can do whatever they like, it doesn'#t sound like mis selling.

posieflump · 10/06/2008 15:32

'I should be treasuring the time I have with them now not feeling resentful and hard done by....... '

that's what you have to keep telling yourself
so many of us don't get anything from our parens either
It's not a big deal
You have to learn from them and start your own savings for yourself and your family

getbackinyouryurtjimjams · 10/06/2008 15:33

YABU but I think you know that.

Their house, their money, their business.

WideWebWitch · 10/06/2008 15:33

And you're "going to have to work ft to service your massive mortgage" er, yes, you might. Or dont have a massivbe mortgage. Sorry, you sound v selfish.

SoupKitchen · 10/06/2008 15:34

Yabu they can make their own decisions

posieflump · 10/06/2008 15:35

yanbu though to worry aout what will happen to them in their old age

pagwatch · 10/06/2008 15:35

you are not the only one who never had savings organized by their parents. neither my DH or i had a bean from our parents - mine because they couldn't DH's because they didn't see why they should. We paid for our own wedding and home and everything since.

When we were first married we were broke - absoloutely broke but i never expected my parents to help me out.

TBH I can understand your concerns about the growing debt etc but i can't see how it is any of your business what they do with their money. And I am a bit at adults who expect their parents to still be providing them with income.

MrsGuyOfGisbourne · 10/06/2008 15:36

Sorry - but I'm afraid I think YABU. Like you say, as a adult it is up to ou to make your own way, and they should spend their money while they can still enjoy it. i have repeatedly suggested to my M & D that they do an equity release and spend the lot on cruises! I hate it when I see old people scrimping and saving and skimping on heating so as to 'leave' something to their children, especially when the (not suggesting this is you) the children bleat about the cost of their parents care homes, and risk to their inheritance when it does not occur to them to look after the parents themselves.

Remotew · 10/06/2008 15:37

You should be treasuring the time you have with them. I agree with that. At least you know that the big inheritence will not be a reality now so can get over that and not base your future finances on it.

LambethLil · 10/06/2008 15:37

Poor you, your Dad might have acted without consulting you to avoid worrying you, or looking as if he wanted bailing out. It could well never be a problem though and though its easier said than done worrying about what might happen in the future with house prices, etc if fruitless. I'm pretty certain that the equity release scheme will be transrerable, so won't necessarily affect your Mum

2point4kids · 10/06/2008 15:38

so you want them to move to a small poky place that they wont be happy in for the rest of their lives just so you can have more of an inheritence when they die?

If they want to release the equity and it makes them happy to stay where they are and do the house up then you should be happy for them.
You AND your brothers and sisters can worry about helping your Mum IF she needs it as and when she needs it later on.

YABU

claricebeansmum · 10/06/2008 15:38

So how else did you expect them to make the improvements to their house?

They worked hard for it and it is theirs to do with as they will. It has absolutely nothing to do with you. Perhaps they deliberately did not ask their DC whether they should do it or not as they anticipated this type of response?

If you don't like your big mortgage, downsize.

LambethLil · 10/06/2008 15:38

X posted before all the other judgements. You come accross as not at all moany or selfish, just caring BTW.

Oliveoil · 10/06/2008 15:39

we told our parents to release some equity in their house as they were 'saving it for us'

we all work and are adults and told them straight, we didn't want/expect it

(although we are not talking the same sort of equity as you are I don't think)

what do your siblings think? are you the only one worrying/annoyed?

pagwatch · 10/06/2008 15:42

absoloutely Olive !
I am constantly telling my mum to spend her income as she sees fit.
My dad died a few years ago - I wish he had enjoyed the fruits of all those years of hard work a bit before he died.

Iota · 10/06/2008 15:43

putting aside any questions of inheritance expectations etc, it is unfortunate that your parents did not seek impartial advice - there are different types of schemes and some are not as suitable as others.

here is a bbc article about it, advising people to seek advice before they buy.

DaDaDa · 10/06/2008 15:45

YABU but I can understand why. You had mentally 'banked' your inheritance from the house - it's hard not to factor that in when you're making future financial plans - and it's been taken from you, but it's your parents decision. When I was younger there were always those parents who chipped in for cars, travel, deposits on flats - mine (like yours) never did, but that was their decision and it has made me value money and understand the need to work.

Don't beat yourself up about the way you're feeling but you need to try to get past your resentment.

TheMadHouse · 10/06/2008 15:45

I would have been pleased if this was my mum or MIL and FIL.

In fact my mum is just finnishing off spening the last of her savings having a downstairs bathroom installed, the house decorated etc.

I am glad. I want her to be comfotable in her HOME (she has lived in it for 35 years) and she doesnt want to and nor will I force her to downsize.

You should be glad that they are doing up their HOME and choosing to spend their time together. If one or the other got ill, then they might beforeced to sell their home like my gradad did.

You need to put it in perspective. They worked for what they have and didnt get an inheritancve, I dont see whey we should all expect one

colacubes · 10/06/2008 15:49

Good for them, they deserve to reap the rewards of all their hard work, their money, their life. Sorry but you will have to do for yourself, as I am sure your parents had to do before you.

Go spend time with them in their beloved home, thats probably why they fought so hard to keep it, because its the family home, where all their memories are, go make some more.

expatinscotland · 10/06/2008 15:50

It's their house and their business and I'll bet they bought it so cheap they'll NEVER lose money on it, even with having to pay back teh equity loan.

lalalonglegs · 10/06/2008 15:50

Agree with Iota that they have probably been ripped off.

hopefully · 10/06/2008 15:50

I think the area YANBU in is wishing your parents had taken proper advice - they could have ensured they had a scheme that was transferable, guaranteed no negative equity (I don't think there are many companies that don't guarantee that now though), had a good interest rate etc etc.

You know YABU re the inheritance, but I understand it's still upsetting when you've mentally (even if subconsciously) allowed for something and then you find you're not getting it.

Incidentally, I received a press release this morning with some research that suggests that equity release is going to become an increasingly important part of financial planning, as many equity release providers are able to offer really competitive interest rates compared to the main market, and with investments failing it's going to be the only sensible option. Anyone else whose parents are tempted - make sure they get proper advice, equity release can be a really valuable retirement product!

jellybeans · 10/06/2008 15:51

YABU I don't think people should expect parents to discuss their financial decisions with them and never expect any money to be left to you either! (I just don't get it, I don't care if my parents leave me nought, they have done enough for me and should spend their own money!) Few people I know, me included, had any savings or 'post office accounts so that is not unusual.

cestlavie · 10/06/2008 15:51

YABU, but I think you know that as others have said. Rather than it being because you have been deprived of some direct financial assistance (although I'll bet you were always clothed, fed and housed etc) I suspect it's more likely because you feel like they've taken away your financial 'safety net' - i.e. you've always believed that if your finances go tits up, at the end of the day you've got a big lump of money to fall back on if/ when your parents die (not that you're wishing them dead obviously, but just that you have that reassurance at the back of your mind).

I guess you also know that they are entitled to do whatever they want with the money and property which they've worked hard for but even if you didn't they're hardly frittering it away on fripperies but actually re-investing into the house. Personally, as others have said, I'd like to see my mum spending more of her money on silly things in any event. Her and dad have/ had spent far too long worrying about us.

I suspect also that you know your concerns about negative equity are pretty thin as well. If the property is as large and as gorgeous as it sounds, then £100K of mortgage against it isn't going to create negative equity that readily - how much do you think the house is worth today? I'll bet there's still a big slice of equity left in it.

DaDaDa · 10/06/2008 15:52

Some harsh judgements here. If the house is impractically large it would have made a lot more sense for the OP's parents to have downsized and enjoyed a more comfortable retirement without paying unnecessary interest, without even taking into account the inheritance angle.

Might be worth talking to them about using some of the money to install a downstairs wet room to make the house more adaptable?

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