Meet the Other Phone. Only the apps you allow.

Meet the Other Phone.
Only the apps you allow.

Buy now

Please or to access all these features

Money matters

Find financial and money-saving discussions including debt and pension chat on our Money forum. If you're looking for ways to make your money to go further, sign up to our Moneysaver emails here.

Arranging a private loan

3 replies

WorldAtlasOfTea · 02/02/2015 09:52

We have a mortgage of ~£65k. We will soon be moving to our lenders SVR, which is ~5.5%. We have non-standard circumstances, so I'm not yet sure whether we will be able to get ourselves another deal.

My mum has that sort of money in cash, on which she is earning more like 1.5%.

It seems an obvious solution for her to lend us the money, and we pay her at 3 or 4%. We save, she gains. We wouldn't be doing this out of charity in either direction, but as a mutually beneficial arrangement. She would have less security than with a bank, but realistically, in the sort of circumstances where we couldn't afford to pay her back, she would probably bail us out with the cash anyway. We'd have to agree notice periods for terminating the agreement on either side, but that's doable.

What do we need to know? If we sign an agreement and swap copies, will that make the arrangement clear in the future? And what interest rate should we choose? Is there an obvious rate to track? It all works as long as we split the difference (roughly) between her savings rate and our mortgage rate, so how do we formalise that?

OP posts:
TalkinPeace · 02/02/2015 13:28

Write an agreement that suits you both.
Both sign both copies.
Done.

I've borrowed from friends and family before. So long as there is a signed agreement its easy.

WorldAtlasOfTea · 02/02/2015 14:04

Thanks, Talkin. Glad to hear it's that simple.

Any suggestions for how to specify an interest rate? We could come up with one that would work today, but what if rates rise or fall?

OP posts:
TalkinPeace · 02/02/2015 15:00

One of the ones I had was set at 1.5% above base
repayments monthly - capital and interest - by standing order
early repayment welcomed if circumstances change

it did the trick

New posts on this thread. Refresh page