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Husband used our savings - what to do now?

70 replies

BojoGo · 25/06/2022 11:05

A WWYD question with a bit of context. Sorry this is long. Also I know a lot of this is first world problems as we are both employed and not on benefits so very fortunate and I know so many are struggling worse than us. I don't mean to sound entitled and I hope that I am not.

My husband works in a job that has bonuses awarded annually for exceptional work. Last year he was awarded the top bonus which after tax came to around £20k. He was notified about the bonus at Xmas and the money came through in Jan. We were v happy as whilst we both work we have DC and like everyone the usual costs and the money was going to make a huge difference to us. We had a historical loan which we've been paying off, and our plan is to eventually get a family home (we are currently saving for a larger deposit) but where we live (SE) family homes are expensive.

Anyway we talked through how we would allocate the money to pay off our loan quicker and reduce our monthly outgoings which would be a massive burden off our shoulders and allow us to start setting money aside each month for deposit savings, and a tiny bit for a well earned holiday as we had our DC in Covid and like everyone were very keen to get a break.

In January, without my knowledge my husband invested the lions share of the money in some stocks and shares, crypto and NFTs. At the time he says he was convinced this was a no brainer as everything was on the up. Then Ukraine happened and stocks and shares / crypto plummeted. Long story short, we still have the investments but they are now worth a tiny fraction of when he invested, so we can't withdraw the money.

He confessed what he had done at the time. Needless to say I was absolutely bloody furious, hurt, betrayed that he had made this unilateral decision, and without talking to me. His actions have meant that instead of that little bit of security we now have no back up. We now have continued loan repayments each month where we could have got rid of those. It also affects our credit rating which is not great and if we had paid off our loan we would have been able to bring it up quicker. Now we are in a precarious position I feel in terms of credit rating / seeking larger mortgage in the future. Above all I am someone who feels very insecure without a little bit of savings set aside in case of disaster / redundancy / unexpected events.

At the time in Feb we had a major falling out and I took time to absorb what he'd done. He was absolutely out of order and I was livid. He was never trying to justify his actions. He said he had been bloody stupid, and he let ideas of investing in crypto run away with him, and stupidly thought we would double our money as things looked so good in Jan. He accepts that regardless, he should have spoken to me. He apologises every week and feels bad. I'm still pissed off as what with cost of living we are having to really cut back even more now and have zero money for extras. First world problems I know, as we are just about able to pay our monthly mortgage and bills as it stands, but we are really having to cut back in our outgoings, groceries etc. We won't be able to have our longed for holiday this year, and are struggling to afford any extras at all such as haircuts, dd birthday etc. I know many people are in this position, so don't mean to sound entitled at all. But it's so frustrating as we had the money and didn't need to be in this position.

Anyway I've had to decide whether to keep being angry or move forward. I take my marriage vows seriously and whilst he's been a total idiot and disrespected us, at the same time I know in his stupid mind at the time he thought he was helping our family. He is beyond remorseful and everyone makes mistakes. So I'm now trying to move forward with him as a team.

There is a possibility that husband might be awarded another bonus next January. Times are hard so we are not banking on his company doing do, but he had his annual review and his manager said it looks very likely as he's had another great year, is a top performer at work and never has time off etc. If he did receive the next bonus that would obviously be great, but a) it's not until January and b) no guarantees. Husband says he would pay the whole lot into my account. He's not going to make the same mistake again as he's learnt his lesson but wants me to 100% trust him.

So in the meantime we have no savings, no extras, and loan repayments every month. It's feeling really difficult and I'm always scared in case an unexpected thing comes up.

This brings me to my question. Throughout all of this drama I have forgotten that a few years ago before we got married I put £5000 in an ISA account. As I said I can't sleep at night if I know there's no rainy day money, so hence I did this and promptly left it. I didn't think about it as in my mind it was a little nest egg not to be touched. I can't believe I forgot about it but I did. I don't receive letters about it and haven't looked at the online app for a year or so. However i received a notification and I've just checked and it's still there. I haven't told husband yet - plan to do so later but just want to get my thoughts straight.

Do we withdraw this money to pay down our loan and get our monthly repayments down? Or do I leave the £5k in the ISA so we have an emergency fund? I'm torn as it gives us that buffer in case of emergency but on the other hand getting our loan down would help us out each month so much.

I know husband will immediately say pay down the loan, as the repayments are stressing us both out, and he doesn't have the same mentality as me about having a safety net in savings.

What with cost of living crisis I am getting scared basically. Thanks for reading if you got this far.

OP posts:
RiverSkater · 25/06/2022 11:41

Can you renegotiate the loan and stick it on 0% credit cards?

If not, pay off the loan then use the money you were using to do that as savings as you are paying off the loan and interest and wasting that money.

Sympathy here though. My partner got us into so much debt from being stupid I don't think I'll ever forgive him.

Beamur · 25/06/2022 11:44

Can you pay off some debt and still keep maybe £2k for emergencies?

HollowTalk · 25/06/2022 11:56

Has he kept the money in the investments? They will go back up again, won't they?

Has your ISA increased in value? How much is your loan? What difference would paying that £5000 off it make each month?

flapjackfairy · 25/06/2022 12:03

I.would pay half off the loan and leave the other half foremergencies .

CoraggioCara · 25/06/2022 12:09

Use money saving expert, step change or any number of the excellent debt charities.

My understanding is that the standard advice is to pay down/off anything that is attracting interest(your loan?) As that interest outstrips anything you are likely to earn on your savings.

The rainy day thing is flawed thinking because - while you are paying interest on borrowed money - your rainy day is now.

Petronus · 25/06/2022 12:11

I think I might ‘forget’ about the money all over again and not tell him at the moment. Always good to have a fall back.

bloodyunicorns · 25/06/2022 12:11

Typical newbie investor investing in crypto and expecting massive profits... what was he thinking?

If he wants to invest again, he needs to consult an IFA, who will look at tour overall financial situation and make recommendations to suit you and your family.

FemmeNatal · 25/06/2022 12:11

HollowTalk · 25/06/2022 11:56

Has he kept the money in the investments? They will go back up again, won't they?

Has your ISA increased in value? How much is your loan? What difference would paying that £5000 off it make each month?

There is no reason to assume that they will ever go back up. Continuing to leave the no et in such volatile products is very risky.

Velvian · 25/06/2022 12:12

How much is left on the loan?
Would it work if you made kind repayments from the £5k until January, at which point you can hopefully pay it off?

Weenurse · 25/06/2022 12:15

Half to loan and half for emergencies.

Calmdown14 · 25/06/2022 12:19

How much is the loan, what is the APR, what proportion of your monthly outgoings does it represent?

As a family would you genuinely save the difference or be more likely to fritter it?

Hallyup89 · 25/06/2022 12:23

Don't worry, I'm sure another bonus higher than the annual salary of a lot of people will help out. He must be earning a shit load to get that. I'm sure you'll cope.

itsjusttoohot · 25/06/2022 12:29

How on Earth can he be such a high earner that he gets a £20k bonus but you have debt and no other substantial savings? And you don't own a property? I think you need to take a hard look at your finances because something doesn't add up.

prepared101 · 25/06/2022 12:35

A 20k bonus after tax even at basic tax rate (unlikely) is around £30k before deductions.

Bonuses don't normally exceed 15% of income so based on the assumption he's a higher earner I can't understand why you are in this position.

RandomMess · 25/06/2022 12:35

The loan is costing you interest and you are struggling monthly.

You could pay off the loan and put 50% of the current monthly repayments into a savings pot and be better off each month.

Unless debt is 0% you will always be better off repaying them if you are able to.

Ariela · 25/06/2022 12:38

I'd guess that your ISA has done reasonably well and suggest you use £4-5k of the £5k initial investment to pay off the loans and keep the remainder + what it has earned over the past few years (won't be masses) as emergency spare fund for boiler breakdown or whatever.

jossysgiant · 25/06/2022 12:40

How much does he earn that he receives a 20k after tax bonus? It can't be a small amount- can't really see why you would be struggling.

hopelesslydevotedtoGu · 25/06/2022 12:43

If you put the 5k towards paying off the loan, how much extra money would you have per month?

I think I'd put it towards the loan then use the extra money to build up rainy day pot again.

FemmeNatal · 25/06/2022 12:45

prepared101 · 25/06/2022 12:35

A 20k bonus after tax even at basic tax rate (unlikely) is around £30k before deductions.

Bonuses don't normally exceed 15% of income so based on the assumption he's a higher earner I can't understand why you are in this position.

Where are you getting this 15% number from?

ErinAoife · 25/06/2022 12:45

As a rule for stock exchange investment, never put in what you can't afford to lose.

ELM8 · 25/06/2022 12:46

I think it all depends how much of a difference the 5k would make... if he's likely to get a huge bonus again in 6 months I'd probably do nothing and just be as frugal as you can knowing that there's light at the end of a relatively short tunnel.

If the 5k would make a huge difference then use it on the proviso he gives you 5k out of his next bonus to put back in there...

couldishouldigoforit · 25/06/2022 12:49

Strictly speaking you expected to use his bonus to pay down loans so it's only fair that you do the same with your "bonus" - although I'm sceptical that anyone "forgets" they have £5k sat aside.

PeekabooAtTheZoo · 25/06/2022 12:55

FemmeNatal · 25/06/2022 12:11

There is no reason to assume that they will ever go back up. Continuing to leave the no et in such volatile products is very risky.

Worst advice ever.

LivingDeadGirlUK · 25/06/2022 12:55

I think I would 'forget' about the ISA again until next year, and see if your husband really has learned his lesson here. If your husband can potentially get another bonus of even double that in 6 months time, I would leave him to sort out this mess with that.

It's a huge bonus that does point to at least your husband being a very high earner. I do understand that the more people earn the more they spend, but you may find that having a really good look at your finances and spending could save you a significant amount.

P205 · 25/06/2022 12:56

How much is the loan?

I would definitely use the ISA money to pay off the loan or pay towards it. Debt is just such a sink for money.

I wouldn’t prioritize a holiday when your kid is so young. They tend to end up just being really stressful.

You seem a bit disorganized in your thinking about money. I think you both need to sit down, write down all your money, income, budget, etc. and really get a hold on what you are spending on, where you can make cuts and what your priorities are for saving for.

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