Mortgages for applicants with non-standard incomes

Mortgage myths

Getting a mortgage with non-standard income can be more complex, but many specialist lenders offer flexible options for self-employed applicants, contractors and people with multiple income streams.

If you run your own business, work as a contractor or have more than one income stream, there will be mortgage options available.

Running your own business? Unsure what you can borrow?

Unlike standard income mortgage applications, where affordability is often based on a multiplier of your annual salary, when you are running your own business, there are lenders with more flexible approaches to assessing affordability.

For example, some lenders include the share of net profits, not just the income you draw. If you are a contractor or a CIS worker, lenders will often accept day rates or payslips as proof of income.

If you have only been trading for a short period, this is not necessarily a barrier to getting a mortgage. Some lenders will accept one year’s trading history rather than the more typical 2-3 years of trading.

Another factor to consider before you start your mortgage application is that it is not always beneficial to pay yourself a higher salary to increase borrowing potential. In some cases, keeping profits within your business for tax efficiency can strengthen your affordability.

Shift worker, contractor or on commission?

Being paid commission, shift allowance and overtime payments can boost your mortgage affordability with certain lenders. While there are some lenders who only take basic salary into account, there are many more products on the market which are designed to help people with this type of income.

In some cases, any additional income from shift allowance, overtime or commission will count up to 100% in affordability calculations if you can provide evidence that these are consistent payments.

Over the last few years, the number of people with zero-hour contracts has increased, and many lenders have adjusted their affordability assessments to provide more flexibility for shift workers, agency staff, CIS workers and zero-hour contractors.

CIS contractors may be assessed in the same way as employed applicants, with more lenders starting to take this approach.

Image showing a family playing in a cardboard box

Being paid commission, shift allowance and overtime payments can boost your mortgage affordability with certain lenders.

Getting income from more than one source?

Lots of people supplement their income with freelance work or taking on part-time jobs and there are lenders who take a more flexible approach to this scenario. If you are in the category of receiving income from more than one source, some lenders will count up to 100% of your combined income in your affordability assessment.

If you can provide evidence that you are receiving regular and consistent additional income from a part-time job or freelance work, this could increase your borrowing potential. Also, income from bonuses, commission, shift allowances and overtime can boost your borrowing amount. Income from rental property or investments can also support affordability in many cases.

Over 55 and moving home?

Securing a mortgage when you are over 55 can be more difficult, as lenders will consider how long you are likely to be receiving a salary or whether your pension will cover mortgage repayments.

However, there are mortgage options available to applicants aged 55 or over, such as a Retirement Interest Only (RIO) product.

A RIO mortgage allows you to lower monthly payments on a mortgage by only paying off the interest, and then the capital is repaid when you sell your home in the future. Alternatively, the capital repayment can be paid off by using savings, pension pots or investments.

The terms on a RIO mortgage will often extend past retirement age, provided that the applicant can evidence that they will be able to continue covering the payments when they are no longer receiving a salary.

Looking for further information about your mortgage options with a non-standard income? Contact us to speak to our advisers for guidance on the most suitable products.