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Weekend reading: National scandal

What caught my eye this week.

Considering the high hurdle that politicians and business leaders have set themselves for something to be considered a sacking offence, I was surprised to see the boss of National Savings & Investments (NS&I) resign this week.

Of course, the NS&I FUBAR [1] was a rough experience for the 37,500 people affected. NS&I’s mistakes saw bereaved families facing delays accessing their relatives’ Premium Bonds with a total value of up to £476m.

To give just one example from a BBC report [2]:

Tracy McGuire-Brown from Newbury in Berkshire […] took six years to claim £2,000 in premium bonds her late father had left in his will.

The 61-year-old former care home manager says she “cannot describe how upsetting and frustrating” it was to deal with NS&I, and that she had to send in her father’s will and other original documents at her own expense.

“It was the most awful, awful experience,” she says.

No doubt – and not what anyone wants to deal with in the wake of the death of a loved one.

However, NS&I has more than 24 million customers holding £240bn with the institution, so the number affected is relatively small. According to Which [3] the problems were caused by administrative failures – bad, certainly, but not malicious. The long delay between problems emerging and NS&I coming clean is problematic, but again the scale of the operation mitigates this to some extent.

With all that said – and, again, not to make light of having to fight to get your own money back – I think the real reason boss Dax Harkins had to go was because NS&I is held to a higher standard than a typical High Street bank, on the basis of its 100% government backing.

Trust buster

I’ve often recommended NS&I savings or Premium Bonds to fretful – but essentially financially uninterested – friends and relatives looking for somewhere safe to put their cash. Especially after the financial crisis.

No worries about bank runs with NS&I, or Financial Services Compensation Scheme limits [4], or your savings somehow getting muddled up in riskier lending. Just okay interest rates, the infinitesimal chance to win big with ERNIE [5], and a recommendation made in the same vein as nobody getting fired for buying IBM [6].

Also, faith in NS&I’s systems underwrites the Premium Bond draw.

There are already conspiracies about which Bonds win and who gets what prizes. NS&I can do without incompetence creeping into the mix, too.

Further reading:

Have a great weekend.

From Monevator

Commodities are working – Monevator [10]

The natural yield model portfolio wheels are turning – Monevator [11] [Members [12]]

From the archive-ator: A plan to be financially independent in ten years – Monevator [13]

News

OECD says UK will be hardest hit by Iran war, sees 4% inflation – CNBC [14]

World faces ‘stark and deep recession’, says BlackRock boss – This Is Money [15]

Temporary petrol shortages possible at some pumps, warns ASDA – Guardian [16]

How Trump and the oil price move in sync [Charts]BBC [17]

Reminder: the state pension age rises in April – Which [18]

Buying UK housing most affordable since 2015 on price-to-earnings basis… – ONS [19]

…as London house prices drop again… – City AM [20]

…but rents are at an all-time high relative to incomes – Sky [21]

Final candidates for seven new towns named – BBC [22]

SpaceX’s mooted IPO valuation is in another orbit – Sherwood [23]

Government defends landlord tax hikes as ‘fairer’ system – Property 118 [24]

FCA launches later life mortgage [a.k.a. equity release] study – Mortgage Strategy [25]

[26]

Who ate all China’s stock market returns? [Paywall]FT [27]

Products and services

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The savings accounts that will pay you up to 5% – Which [28]

How to swap houses for your holidays – Guardian [29]

Don’t rely on AI to find you the best savings deal – Which [30]

Get up to £3,000 cashback when you open or switch to an Interactive Investor [31] SIPP. Terms and fees apply, affiliate link – Interactive Investor [31]

HSBC, Barclays, Nationwide, and Halifax hike mortgage costs – Yahoo Finance [32]

Five-year mortgages now cheaper than two-year fixes again – Mortgage Strategy [33]

Fixed-rate mortgages go above 5.5%, but 4% trackers are available – This Is Money [34]

Get up to £1,500 cashback when you transfer your cash and/or investments to Charles Stanley Direct through this affiliate link [35]. Terms apply – Charles Stanley [35]

Natwest switch offer: £150, or £250 for Premier account – Be Clever With Your Cash [36]

What are passkeys and why should you use them for security? – Oblivious Investor [37]

The best and worst family deals at major UK attractions – Be Clever With Your Cash [38]

Loft-style apartments for sale, in pictures – Guardian [39]

Comment and opinion

Could the triple-lock be scrapped, and should it be? – This Is Money [40]

Index funds work – Money Changes Everything [41]

Echoes of history: what the oil shock means for your money [Paywall]FT [42]

Seven lessons from ‘enoughfluencers’ on how to live a simpler, happier life – Guardian [43]

Yes you can beat the market by avoiding its worst days. But you won’t – Morningstar [44]

Why are young people taking so many unwise financial risks? – Bloomberg Advisor Perspectives [45]

Safe until crisis: what 300 years of wars reveals about government debt – CEPR [46]

Your financial past isn’t true. Neither is your future – The Net Worthwhile Weekly [47]

The quiet transformations that separate investors from stewards – Bogumil Baranowski [48]

How to compare well – Mr Stingy [49]

The woes of managing money for a friend or relative – Financial Samurai [50]

Hendrik Bessembinder has updated his influential stock return study [Research]SSRN [51]

Naughty corner: Active antics

The big problem with UK investment trusts – City AM [52]

VCTs brace for record season after ‘bonkers’ tax relief cut – This Is Money [53]

The reality of setting up as a solo investment advisor – Flyover Stocks [54]

Ex-US markets look a good bet for value investors… – Verdad [55]

…as Verdad’s founder Dan Rasmussen warns on private equity and more – Arena [56]

In Elon Musk’s mind, SpaceX and Tesla have already merged – Sherwood [57]

Tetra Pak: the shape of innovation – Quartr [58]

Kindle book bargains

The End of Reality by Jonathan Taplin – £0.99 on Kindle [59]

Boomerang by Michael Lewis – £0.99 on Kindle [60]

Money Men by Dan McCrum – £0.99 on Kindle [61]

Economica by Victoria Bateman – £0.99 on Kindle [62]

Or pick up one of the all-time great investing classics – Monevator shop [63]

Environmental factors

Britain sets new wind power generation record – RE News [64]

Green energy enquiries surge as households fear price spike – This Is Money [65]

Plug-in solar panels to become legal in the UK – Which [66]

Evan Davis: heat pumps work for me – BBC [67]

Earth’s climate increasingly out of balance – World Meteorological Organisation [68]

The carbon burden of US companies – Klement on Investing [69]

An unstoppable mushroom is tearing through North American forests – BBC [70]

Robot overlord roundup

So long, SoraSpyglass [71]

Human musicians are doomed – Klement on Investing [72]

Inside China’s robotics revolution – Guardian [73]

There will be no permanent underclass – Of Dollars and Data [74]

Not at the dinner table

The world’s policeman is on the take – New York Times [75] [h/t Abnormal Returns [76]]

Treason in the futures market – Paul Krugman [77]

There isn’t always a ‘long arc’ of morality – Noahpinion [78]

Democracy watchdog finds Trump aiming for dictatorship – Guardian [79]

There’s an information void at the heart of the Iran war – Bloomberg [80]

The voter fraud fraud – The Bulwark [81]

Off our beat

Cheap drones are reshaping the war in the sky – Reuters [82]

Five years of lessons from running a bookstore – Ryan Holiday [83]

“I escaped North Korea with my mum. But…”BBC [84]

The clock in our genes – Aeon [85]

Scientists identify a speech trait that foreshadows cognitive decline – Science Alert [86]

The indirect – and sometimes surprising – benefits of vaccines – Stat [87]

Google search tips and hacks – Card Catalog [88]

And finally…

“Human beings have a remarkable ability to accept the abnormal and make it normal.”
– Andy Weir, Project Hail Mary [89]

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