How this calculator works
The repayment scenario amortises the mortgage to zero over the selected term. The interest-only scenario pays only monthly interest, leaving the original capital outstanding. A separate savings calculation estimates the monthly contribution required to build a pot equal to the mortgage balance by the end of the term.
How to use it
- Enter the mortgage balance, interest rate and remaining term.
- Enter a cautious return assumption for a separate repayment vehicle if you want to model one.
- Compare the repayment payment with the interest-only payment.
- Pay particular attention to the capital still outstanding under interest-only.
- Compare the interest-only payment plus required saving with the repayment mortgage payment.
Assumptions and limitations
This is not a recommendation to use investments or savings to repay an interest-only mortgage. Returns are uncertain, fees and tax can apply, and a repayment vehicle can underperform. Lenders have specific eligibility and repayment-strategy requirements.