Business

One million more UK homeowners set to face higher mortgages

BBC Business · 2026-07-07

AI SUMMARY

• What happened: The Bank of England has revised its forecasts, indicating that an additional one million UK homeowners will face higher mortgage bills due to the ongoing conflict in Iran, bringing the total to over five million by the end of 2028. • Why it matters: This increase in mortgage costs could impact household finances, particularly for lower-income households, while the overall financial resilience of households remains relatively stable despite rising debt levels. • What to watch next: Homeowners nearing the end of fixed-rate mortgage terms should prepare for potential increases in monthly repayments, and the market will be closely monitored for changes in mortgage rates and consumer spending habits amid ongoing geopolitical tensions.

**One Million More UK Homeowners Set to Face Higher Mortgages**

As the ongoing conflict in Iran continues to impact global markets, the Bank of England has revised its forecasts, indicating that an additional one million homeowners in the UK will face higher mortgage bills than previously anticipated. This adjustment brings the total number of homeowners expected to see increased monthly payments to just over five million by the end of 2028.

In December, the Bank had projected that around four million homeowners would experience rising mortgage costs. The latest Financial Stability Report highlights that while the situation has worsened due to external factors, the impact on household finances may not be as severe as experienced in recent years.

For homeowners preparing to roll off fixed-rate mortgages in the next two years, the Bank estimates an average increase of £45 in monthly repayments. This is a significant decrease compared to the average rise of £120 that borrowers faced when securing new deals between late 2022 and 2024. However, for the 750,000 homeowners currently benefiting from interest rates below 3%, the outlook is less favorable. These individuals are expected to see an average increase of £170 per month as they transition to new mortgage products.

The report reveals that more than 80% of mortgage customers are currently on fixed-rate deals, which means their interest rates remain stable until the end of their term, typically lasting two to five years. As these fixed-rate agreements expire, homeowners will need to reassess their financial situations and consider new mortgage options.

Interestingly, the Bank notes that over two million borrowers on two-year fixed deals expiring by the end of 2028 are likely to remortgage at rates close to their existing ones, resulting in minimal changes to their repayments. However, these borrowers may not experience the anticipated reductions in payments over the coming years, a shift attributed to the ongoing geopolitical tensions.

The Bank of England's report also highlights broader economic implications, particularly for lower-income households, including renters, who are more vulnerable to rising energy prices. These households typically allocate a larger portion of their income to essential expenses, which limits their ability to adjust their spending in response to inflationary pressures. Despite these challenges, the report suggests that overall household finances remain resilient, with debt levels low compared to historical averages. While some low-income households may face increased financial strain, the Bank does not foresee a significant decline in consumer spending as a result of rising debt levels.

In addition to the mortgage outlook, the report addresses concerns regarding the rapid advancements in artificial intelligence (AI) and the associated risks of cyber attacks. The Bank warns that the valuation of AI stocks may be becoming increasingly stretched, raising concerns about a potential market bubble.

As the financial landscape continues to evolve in response to external pressures, homeowners and prospective buyers alike will need to stay informed about changing mortgage rates and market conditions. The Bank of England's forecasts serve as a crucial reminder of the interconnectedness of global events and their potential impact on personal finance in the UK.

In conclusion, the revised mortgage forecasts underscore the challenges facing homeowners in the UK amid ongoing geopolitical tensions. With a significant number of homeowners expected to see increased mortgage costs, the financial implications will likely resonate throughout the economy, affecting spending habits and overall financial stability.

Source: BBC Business
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