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Mortgage Early Repayment Charge Dispute

A completed fictional complaint disputing the application and calculation of a mortgage early repayment charge.

Jurisdiction: England and Wales - completed fictional worked example

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An editable Microsoft Word version is available from the interactive page.

Important: This sample provides general legal information only and is not legal advice. Check the law, prescribed forms and signing requirements that apply to your exact jurisdiction and circumstances before use.

# MORTGAGE EARLY REPAYMENT CHARGE DISPUTE

Date: 18 February 2037

Parties: Daniel Wright and Westmoor Bank plc

## 1. Purpose and parties

I dispute the £7,860 early repayment charge applied to the redemption statement for my mortgage on 42 Fern Road, Leeds LS12 3RF. I asked for a redemption figure on 2 February 2037 after the fixed-rate period ended on 31 January, but the statement applied a charge described in an earlier draft as ending with the fixed period.

## 2. Facts, scope and terms

The offer documents and annual statements do not explain why the charge remains payable after 31 January or how £7,860 was calculated. Please suspend collection of the disputed sum, provide the contractual clause, calculation and relevant tariff, and issue a corrected statement if the charge does not apply.

## 3. Process and responsibilities

This is a complaint under your internal complaints procedure and does not admit the charge or waive any right. I ask for a final response within the applicable period and reserve referral to the Financial Ombudsman Service, subject to its jurisdiction and time limits. I enclose the offer, statements and correspondence.

## 4. Evidence, records and safeguards

The parties should retain the relevant contract, notice, invoices, records and correspondence, and restrict access to personal or confidential information to those who need it. The stated amounts and dates are fictional worked-example facts and require checking against source records.

## 5. Review, escalation and outcome

If the issue is not resolved, the parties should identify the appropriate next step, which may include an internal process, mediation, court or regulator. Silence or part performance is not treated as acceptance or waiver.

## 6. Reservations and practical protections

This document is a general fictional example, not individual legal advice and not a guarantee of eligibility, liability or outcome. Where necessary, an independent professional should check the facts and current law.

## 7. England and Wales law and completion

This completed fictional sample is made on the date above under the law of England and Wales and subject to mandatory protections. It does not exclude any right, liability or remedy that cannot lawfully be excluded.

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