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The UK mortgage market has seen its biggest shock since the UK mini-Budget, with the conflict involving Iran pushing borrowing costs sharply higher over the past month.

New data from Moneyfacts shows that more than 1,200 mortgage deals have been withdrawn in just one month, significantly reducing options for borrowers.

Mortgage rates have also risen quickly. The average two year fixed rate has increased from 4.84% to 5.84%, while five-year fixes have gone up from 4.96% to 5.75%, the steepest rise since late 2022.

The impact is being felt most by borrowers coming off older fixed rate deals. Many are now facing increases of more than 3 percentage points, leading to much higher monthly repayments. On a typical £250,000 mortgage, this means paying around £150 more per month, with even bigger increases for those with smaller deposits.

Even the cheapest deals have become more expensive. The lowest two year fixed rate at 60% loan to value has risen by over one percentage point, as lenders respond to higher funding costs.

The conflict has rapidly changed expectations, pushing up borrowing costs in a short space of time. While the increases are not as extreme as those seen after the mini-Budget, they are still significant and have made mortgages much less affordable.

Many borrowers will face a noticeable rise in costs, especially those coming off older five-year deals, where rates have more than doubled, potentially adding hundreds of pounds to monthly payments.

With rates rising, fewer deals available and ongoing uncertainty, the market has become more volatile. Borrowers and brokers now need to act quickly, as competitive deals may not last long. Anyone planning to buy or remortgage this year should expect to pay significantly more than they would have before the conflict began.

Data tables

Table 1: Average mortgage rates

 

Mini-Budget 2022

Iran conflict 2026

Mortgage term

23 Sep-22

24 Oct-22

Difference

1 Mar-26

1 Apr-26

Difference

Average 2 Year Fixed Mortgage

4.74%

6.55%

+181 bps

4.84%

5.84%

+100 bps

Average 5 Year Fixed Mortgage

4.75%

6.43%

+168 bps

4.96%

5.75%

+79 bps

Average mortgage rates compared before and at the end of a 31-day period.

Source: Moneyfactscompare.co.uk

 

Table 2: Product availability

 

Mini-Budget 2022

Iran conflict 2026

Mortgage term

23 Sep-22

24 Oct-22

Difference

1 Mar-26

1 Apr-26

Difference

Available residential mortgage products

3,961

3,067

-894 (22.6% of the market)

7,484

6,201

-1,283 (17% of the market)

Net change in available residential mortgage products before and at the end of a 31-day period.

Source: Moneyfactscompare.co.uk

Table 3: Effect on remortgage customers

Mortgage term & LTV

Old rate

New rate

Difference

Monthly difference

Annual difference

Remortgage from a 2-year fix – average rate

5.80%

5.84%

+4 bps

+£6

+£72

Remortgage from a 2-year fix – lowest rate (60% LTV)

4.46%

4.66%

+20 bps

£28

+£336

Remortgage from a 5-year fix – average rate

2.77%

5.84%

+307 bps

+£430

+£5,160

Remortgage from a 5-year fix – lowest rate

1.23%

4.66%

+343 bps

+£444

+£5,328

2-year average mortgage rate and lowest rate as per 1 April 2024 . 5-year average mortgage rates and lowest rate as per 1  April 2021 compared to cost of borrowing £250,000 over 25 years to average and lowest 2-year fixed rate available to remortgage customers as per 1 April 2026).

 Source: Moneyfactscompare.co.uk

Table 4: Change in average mortgage costs at different LTVs

Mortgage term & LTV

1 Mar-26

1 Apr-26

M-o-m difference

Extra cost (monthly)

Extra cost (annual)

Average 2 Year Fixed Mortgage

4.84%

5.84%

+100bps

+£148

+£1,777

Average 2 year fixed (95%)

5.45%

6.40%

+95 bps

+£145

+£1,736

Average 2 year fixed (90%)

5.08%

6.12%

+104 bps

+£156

+£1,872

Average 2 year fixed (75%)

4.72%

5.70%

+98 bps

+£144

+£1,731

Average 2 year fixed (60%)

4.23%

5.39%

+116 bps

+£167

+£2,007

Average 5 Year Fixed Mortgage

4.96%

5.75%

+79 bps

+£117

+£1,405

Average 5 year fixed (95%)

5.47%

6.18%

+71 bps

+£108

+£1,292

Average 5 year fixed (90%)

5.12%

5.98%

+86 bps

+£129

+£1,544

Average 5 year fixed (75%)

4.90%

5.66%

+76 bps

+£112

+£1,347

Average 5 year fixed (60%)

4.56%

5.43%

+87 bps

+£127

+£1,520

Cost of borrowing £250,000 over 25 years at rates on 1 March 2026 versus 1 April 2026.

Rates on a first of month basis

Source: Moneyfactscompare.co.uk

Table 5: Lowest rates

 

Mini-Budget 2022

Iran conflict 2026

Mortgage term

1 Sep-22

1 Oct-22

Difference

1 Mar-26

1 Apr-26

Difference

Lowest two-year fixed rate (60% LTV)

3.24%

4.56%

+132 bps

3.51%

4.60%

+109 bps

Source: moneyfactscompare.co.uk