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What is the most SAVY FINANCIAL thing you have ever done?????

16 replies

drosophila · 13/02/2007 20:40

I'm looking for ways to be money smart. I have changed mortgage lenders and got 0% credit cards but just wondered if there is anything else I could be doing.

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megandsoph · 13/02/2007 20:43

Shopping at Aldi or Lidl has stated saving me a bloody fortune a month and the food from there really isn't bad at all.

megandsoph · 13/02/2007 20:43

started *

drosophila · 13/02/2007 20:46

Are groceries the main area you have saved money?

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fruitful · 13/02/2007 20:47

My answer to your title is "married my dh". But here is some more useful advice - money saving expert site

lulumama · 13/02/2007 20:49

fixed rate mortgage through an IFA

and shopping at aldi & lidl !

Plibble · 13/02/2007 20:50

Hee hee. I was at Uni with that money saving expert!

drosophila · 13/02/2007 20:51

Thanks I've been on there but I am looking for something that would make a big difference e.g I know of people that changed their mortgage to a interest only (not taking out a seperate policy so that their montly payments were lower. I'm not sure how clever that is but it made me think I bet there are ways to make your money work harder maybe taking a risk.

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megandsoph · 13/02/2007 21:02

Am not a big spender as it is. I also do the Uswitch thing alot. I don't have credit cards and hold a basic bank account so I can't go overdrawn.

Ladymuck · 15/02/2007 18:28

Lump sum pension contributions prior to kids.

Offset mortgage.

Regukar review of standing orders and driect debits to ensure that you've got best rates and are not paying for stuff you don't use.

drosophila · 15/02/2007 20:04

Have you saved much with offset mortgage and do you need to be really disciplined

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charliecat · 15/02/2007 20:07

Got a tescos credit card. Because I put all my food and petrol and bills and everything on it...money I would be spending anyway...and get points for doing so....which I then swop for days out with the kids in the summer which I would otherwise be unable to afford.
www.tesco.com/deals

charliecat · 15/02/2007 20:08

get yourself a mortgage pig

Ladymuck · 15/02/2007 20:40

Re offset - I'm not sure exactly how much we've saved, but it would run into thousands I guess. We have separate accounts which are just linked together and "offset", so no, no particular discipline at all. I guess the only thing that I do make sure that I do is to transfer any extra payments (eg bonuses of share sales etc) from a current account inot a savings account.

charliecat · 15/02/2007 21:42

any other ideas?

drosophila · 16/02/2007 07:58

Ladymuck. Can youexplain further how it works.

I thought you had one account and everything got paid into it salary etc. My fear was always that I would spend too much and do the opposite of what is intended to happen iykwim.

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Ladymuck · 16/02/2007 09:38

Well our mortgage is with First Direct. We have a joint mortgage account which is -£300,000, and then a series of savings accounts, one which is earmarked by us as "capital repayment" for the mortgage, but we also have savings accounts for school fees and other items (I prefer being able to separate some things as I agree that a single point can be confusing). At least one savings account is in my name only at present so you don't have to have everything as joint. We also have our joint cheque account.

All of these accounts are "linked", so that mortgage interest is calculated daily on the total net balance (this assumes that the overall balance is a negative one due to the mortgage). Ie I don't earn any interest on my savings or current account, but instead I see a reduction in my mortgage payment. I think that it is also possible to keep your mortgage payment constant each month and see the interest savings being deducted directly from your mortgage balance, so you see the mortgage reduce each month.

Now for my mortgage I would be paying interest at around 6% say, but that is paid out of my taxed income. So, as a 40% tax payer, the interest on my savings is currently earning me the equivalent of 10% gross. The other benefit for me is that I have a larger overall mortgage than I need. We probably only needed a mortgage of £200,000 when we bought this house, but could borrow up to £300,000. By having the extra £100,000 in the savings account it is not costing us anything, but if we ever needed it for either household improvements or say an investment opportunity then we have free and easy access to it (without having to apply for a further remortgage and pay for arrangement or valuation fees). In our case we have now fully offset our mortgage with our savings for school fees. As our youngest starts school this year we'll see a rise in school fees which may mean we go into a debt position again, but our position is very flexible.

The offset has worked for us as both get bonuses at different times of the year which can be invested in this way for the short term at a "tax-free" rate of interest. We use ISAs as well but mainly for equity investments. If you earn and spend a similar amount each month then you may not get much benefit, but we have noticed significant benefits as our income and expenditure is quite "lumpy" eg school fees are paid 3 times per year, and our other luxury would be a holiday or two. If your incoem and expenditure is fairly flat then this may not work as well, and you also may be able to find better mortgage rates by shopping around.

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