Product Transfers

Switch to a better mortgage deal with your existing lender. Product transfers offer a simpler alternative to remortgaging, often with lower fees and faster processing.

Your home/property may be repossessed if you do not keep up repayments on a mortgage or other debt secured on it.

Product transfers

What is a Product Transfer?

A product transfer allows you to switch to a new mortgage deal with your existing lender without changing lenders. This can be a simpler and more cost-effective alternative to remortgaging.

Switch Your Deal

Move from your current mortgage product to a new one with the same lender, often with better rates or terms.

  • Stay with your current lender
  • Access to new product rates
  • Simplified application process

Lower Costs

Product transfers typically have lower fees than remortgaging, as you're not changing lenders or requiring new legal work.

  • Reduced application fees
  • No legal fees required
  • No valuation costs

Faster Process

Since you're staying with your existing lender, the process is typically much faster than a full remortgage application.

  • Quicker approval times
  • Less paperwork required
  • Streamlined process

When to Consider a Product Transfer

Product transfers can be beneficial in various situations. Understanding when they make sense helps you make the right decision.

End of Fixed Rate

When your fixed rate period ends and you're moved to the lender's standard variable rate, a product transfer can secure a better rate.

Cost Considerations

If remortgaging costs are high due to early repayment charges or legal fees, a product transfer may be more cost-effective.

Credit Concerns

If your credit score has changed or you're concerned about affordability checks, staying with your current lender may be easier.

Time Constraints

When you need to secure a new rate quickly, product transfers typically process much faster than full remortgages.

Product Transfer vs Remortgage

Understanding the differences between product transfers and remortgaging helps you choose the right option for your situation.

Key Differences

Both options allow you to switch to a better mortgage deal, but they work differently:

Lender: Product transfer keeps you with the same lender, remortgage allows you to switch
Costs: Product transfers are typically cheaper with lower fees
Speed: Product transfers are usually faster to complete

Quick Comparison

Product Transfer:

Lower costs

Faster process

Less paperwork

Limited to current lender

Remortgage:

Potentially better rates

More flexibility

Higher costs

Longer process

The Product Transfer Process

Understanding the steps involved in a product transfer helps you prepare and know what to expect.

1. Check Your Options

Review your current lender's available products and compare rates. Consider whether a product transfer or remortgage would be better for your situation.

2. Apply for New Product

Complete the application for your chosen new product. This is typically simpler than a full mortgage application as you're an existing customer.

3. Affordability Check

Your lender will still need to verify you can afford the new payments, but this is usually less stringent than a new mortgage application.

4. Product Switch

Once approved, your mortgage will switch to the new product on the agreed date, typically at the end of your current deal period.

5. No Legal Work

Unlike remortgaging, product transfers don't require new legal work, making the process simpler and more cost-effective.

Benefits and Considerations

Product transfers offer several advantages, but it's important to consider all factors before making your decision.

Benefits

Product transfers offer several advantages over remortgaging in the right circumstances.

  • Lower application fees
  • No legal costs
  • Faster processing
  • Less paperwork
  • No valuation required

Considerations

There are some limitations to consider when choosing a product transfer over remortgaging.

  • Limited to current lender's products
  • May not access best market rates
  • Less flexibility than remortgaging
  • Still subject to affordability checks
  • Early repayment charges may apply

Cost Analysis

Calculate whether a product transfer or remortgage would be more cost-effective for your situation.

  • Compare total costs
  • Consider early repayment charges
  • Factor in rate differences
  • Calculate break-even point
  • Consider long-term savings

Ready to Switch Your Mortgage Product?

Get expert advice on whether a product transfer or remortgage is right for you. Our qualified Advisers can help you most appropriate deals.

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