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Interest rates: What would a rise mean for you? | |
(4 months later) | |
After the latest comments from the Bank of England, financial analysts think a rise in the Bank's base rate from 0.5% to 0.75% in May has become much more likely, with another one expected to follow in the Autumn. | |
Any such rise would produce both winners and losers. | |
The winners could include 45 million savers, who have already seen interest rates begin to tick up after the previous rise in November. | |
Those planning on buying an annuity to finance their retirement are also likely to benefit. | |
But at least four million households with variable or tracker rate mortgages are likely to see their payments increase once again. | |
Variable-rate mortgages | |
Across the UK, 9.2 million households have a mortgage. | Across the UK, 9.2 million households have a mortgage. |
Of these, about half are on a standard variable rate or a tracker rate, amounting to between four and five million households. | |
These are the people who would be most affected, as their monthly payments would increase. | |
Those on such variable rates tend to be older, and with relatively small outstanding mortgage balances. | Those on such variable rates tend to be older, and with relatively small outstanding mortgage balances. |
According to the Nationwide, a 0.25% rate rise means someone on a £200,000 mortgage would face paying around an extra £25 a month, or about £300 a year. | |
Fixed-rate mortgages | |
The vast majority of new mortgage loans - 94% - are on fixed interest rates, typically for two or five years. | The vast majority of new mortgage loans - 94% - are on fixed interest rates, typically for two or five years. |
Currently half of all outstanding loans are on fixed rates, equating to about 4.5 million households. | |
Such rates have already started to rise since November's rate increase, and are now likely to tick up further over the coming weeks. | |
Of course none of these borrowers would see an immediate rise, even in May. | |
However, when such borrowers reach the end of their term, they may find they have to make higher monthly payments. | However, when such borrowers reach the end of their term, they may find they have to make higher monthly payments. |
That said, they could - depending on when they took out their loan - end up on a cheaper deal. Lenders offering fixed rates tend to be especially competitive. | That said, they could - depending on when they took out their loan - end up on a cheaper deal. Lenders offering fixed rates tend to be especially competitive. |
Savers | Savers |
In theory, saving rates should begin to rise, in anticipation of any rise in May. | |
But after November's rate increase, banks were slow to pass on any rise to savers, or they typically passed on a fraction of the full increase. | |
According to the Bank of England, returns on cash Individual Savings Accounts (ISAs) actually fell in December. | |
While savers could expect returns of 1.47% in October, that fell to 1.23% in December. | |
So savers should not start celebrating. | |
However, competition for savers' deposits may increase in the months ahead, and this could have a beneficial affect on saving rates. | |
One reason for that is the end - in January - of the Funding for Lending Scheme and the Term Funding Scheme, which enabled banks to borrow cheaply from the Bank of England. | |
Now the banks may have to turn to savers instead. | |
Annuities | Annuities |
Any rate rise might also good for retirees buying an annuity - a financial product that provides an income for life. | |
Annuity rates follow the yields - or interest rates - on long-dated government bonds, otherwise known as gilts. | Annuity rates follow the yields - or interest rates - on long-dated government bonds, otherwise known as gilts. |
With the expectation of rising base rates, these yields have also been rising, giving retirees better value for money when they buy an annuity. | With the expectation of rising base rates, these yields have also been rising, giving retirees better value for money when they buy an annuity. |
Back in November 2011, a 65 year-old buying a joint annuity for £100,000 would have got an annual income of £5,404. Last year, that had dropped by £1,318 to £4,086. | |
However, by December the figure had risen back to £4,468. | |
Depending on how the market views the likelihood of further base rate rises, annuity rates may continue to creep up. | Depending on how the market views the likelihood of further base rate rises, annuity rates may continue to creep up. |
According to Willliam Burrows of Better Retirement, a 1% rise in gilt yields translates into an 8% rise in annuity rates. | |
But we are still a long way from the heady days of the 1990s, when a £100,000 pension pot would have bought an annual income of around £15,000 a year. | But we are still a long way from the heady days of the 1990s, when a £100,000 pension pot would have bought an annual income of around £15,000 a year. |