Superbank? Lloyds TSB swallows Britain's biggest mortgage & savings bank

by MoneyDoctor Thursday 18 September, 2008
Lloyds TSB takes over Halifax Bank Of Scotland plc

By now, you'll have heard some of the headlines — Lloyds TSB this morning announced a colossal £12billion takeover of Halifax Bank Of Scotland

The reverberations of this deal are echoing not just through the Hospital corridors, but all over the UK!

After all, HBOS Group is by far Britain's largest mortgage lender, with over 20% of the country's mortgage loans, and £16bn of savings at stake too.  The deal will effectively create a "Superbank" — dominating almost a third of the UK banking market.

At any other time, this deal wouldn't be allowed by the competition watchdogs.  But it's actually the size of HBOS that is crucial as to why this deal was allowed.  In fact, it wasn't just allowed, but positively encouraged by the Chancellor and the Prime Minister...

"The key thing is to maintain the stability in the banking system"

 

So said the Chancellor, Alastair Darling, commenting on the deal.  The reality over the last few days was that HBOS's share price had been collapsing under the weight of concern from investors.  Lloyds TSB's entry on the scene has given a welcome boost to confidence.

And as we learned from the Northern Rock implosion, confidence in banking is an important thing!

Because although HBOS is huge, it was becoming vulnerable to the kind of investor panic that can easily transmit to ordinary savers, prompting them to withdraw funds.  The sheer number of UK homes and businesses that would be affected by any hint of an HBOS collapse meant that it simply couldn't be allowed to fail.  That's what led the BBC to describe the deal as "effectively a rescue".

Lloyds TSB, on the other hand, described it very differently.  Its chairman Sir Victor Blank called the takeover "a unique opportunity to create the largest and the best financial services group in the United Kingdom".  He said:

"The combined group will be a great British bank, and one that’s able to compete globally." 

HBOS chairman Dennis Stevenson agreed with him, saying:

"Against the backdrop of the very high levels of volatility our industry is experiencing, the combined group will be one of the strongest players in the UK financial services sector."

Eric Daniels, the Lloyds TSB chief executive, also discouraged any suggestion that the takeover amounts to a rescue — saying "this is something we have been looking at for a good long while".

The transaction should be completed by the end of the year and although comments and reactions are only just coming out, it looks like the Superbank is being greeted as a much better option than letting market conditions threaten our big banks! 

So, on to the biggest question:

"Should I worry?"

 

This is brand new news and details are only just coming out.  But here at Money Hospital, we can see plenty of reasons to breathe easy...

  • If you've got a bank account, mortgage or savings with Lloyds, Halifax or any of the other names above — don't worry.  Investors have reacted well to this deal and your money is not in danger.  Existing deals will continue, and it'll be a while before any changes to products will emerge.  However, it's inevitable that there will be closure of some branches.  Announcements on this are not expected until next year.
  • If you're trying to get a mortgage or remortgage — the outlook is not bad.  The new bank, which will dominate UK market share, has said it expects to continue or even expand on current lending levels.
  • What's more, if you're a first time buyer (or will be soon) — there's good news.  This morning's press release says that the bank expects to create new mortgage opportunities specifically for first time buyers.
  • If you're concerned about the effect on the Scottish economy — Lloyds has moved quickly to assure everyone connected with HBOS that headquarters and AGM will stay in Edinburgh, it will preserve Scottish jobs and continue to print Scottish banknotes.
  • And if you're an HBOS shareholder — the bank has been valued at 232p a share, a lot higher than it was on the stock market last week.  No cash is involved; the deal means a straight swap, where you will get 0.83 Lloyds TSB shares for each HBOS share you own.

What do you think of the deal?  Are you a Lloyds TSB or an HBOS employee, customer or shareholder? Why not let us know your thoughts in the comments below?

 

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Comments

Mark @ Money Hospital says:

Thursday 18 September, 2008 / 16:51

Just to point out that as well as Lloyds TSB, Halifax and Bank Of Scotland, the new group will also include the following operations:

* C&G (Cheltenham & Gloucester)
* Birmingham Midshires (or BM Solutions)
* Clerical Medical
* Scottish Widows
* Black Horse Finance
* Lex Vehicle Leasing
* and esure, the online insurer

And don't forget that Lloyds TSB is still taking on many Northern Rock mortgage holders too.

This deal truly is a large one. But after last year's bad news of Northern Rock and all the recent trouble in the US, I'm glad that we've got something more like a success story to write about.

Ron Fenton says:

Thursday 18 September, 2008 / 20:48

Last year I changed my mortgage from Northern Rock just before it went down to - yes you guessed it Halifax.

Nxt time I remortgage I think I might put a bet on my new mortgage company going bust or being taken over!!!!!

Garry Ullah says:

Friday 19 September, 2008 / 08:34

I am a Lloyds/TSB morgage holder and I am concerned with the future while, I understand & appreciate the takeover of HBOS it seems as if customer choice is slowly being eroded in this sector of buisiness.I do not believe that consumers will benifit in the long term by this kind of action & that future markets may well be controlled by fewer & fewer banks thus reducing cometition this cannot be good for the consumer.

James Heron says:

Friday 19 September, 2008 / 10:02

The demise of HBOS has been on the cards since BoS and Halifax merged in 2001. It's been well demonstrated in the past that Building Society executives cannot manage Banks. A Bank is a different animal altogether and it is as well HBOS is going back into safe hands. A bit ironic though that the executives who got it into the mess it became will walk away with pockets bulging whilst shareholders are left to lick thier wounds!

beingsalt says:

Friday 19 September, 2008 / 10:45

how do you know that? about the executives I mean..?

Anthony Hamerton says:

Friday 19 September, 2008 / 11:54

It looks to me like the Share Holders are yet again going to get the Raw deal here. Not even six months ago Share Holders {Being One} received a letter saying HBOS needed to raise 4 Billion so were selling off shares at If I recall correctly, 275.00 p each. So if the SUPER BANK TSB are now only paying 232 p per share and only giving .83 of a TSB Share for every one you own, I would say Share Holders are going to have something to say!

Money & Finance {Click} says:

Friday 19 September, 2008 / 11:57

Do you think it's a good idea that TSB are taking on the UK's Biggest Mortage Lenders Book Debt. Could this cause more problems for the NEW SuperBank... Let's look at the state of the Housing market for a start, Arrears up, Repo's up...

pete rafferty says:

Friday 19 September, 2008 / 20:59

I am thinking about switching my current variable rate / repayment mortgage to the one account mortgage shriker plan.

Is this a good idea ? or should i sit tight for a while

I have no tie in at present.

Mark @ Money Hospital says:

Monday 22 September, 2008 / 11:27

Hi Pete,

You can get advice on this by speaking to a mortgage adviser -- free of charge via this site. Go to the Mortgages tab and click on Mortgage Advice, you'll get a call back from an FSA-qualified adviser.

They'll be able to help you weigh up all the circumstances for your individual case.

beingsalt says:

Tuesday 23 September, 2008 / 10:38

Anthony, on the market last week you would have gotten as little as 88p a share at one point -- and nothing at all if the bank went kaputt. I don't know what you mean by "yet again going to get the raw deal here". From what I see, you got a good one.

If you don't agree, I'll buy yours at today's rate of 183p...

andrea says:

Friday 26 September, 2008 / 21:44

Lloyds TSB - super bank! oh my god - they are terrible to bank with as it is. I closed all of my accounts with them recently. The same bank that gives kids debit cards. Doesnt tell you the whole story etc etc etc .........Wow . The banking version of BT. Thank god I dont have any accounts with them anymore!

Cici says:

Tuesday 30 September, 2008 / 18:21

I agree with a few previous comments: Lloyds IS the banking version of BT. Whether it's a good idea that Lloyds are taking on the UK's Biggest Mortage Lenders Book Debt. And lastly, consumer choice, I can't help but feel they are monopolizing.

DUNCAN BENNETT says:

Wednesday 01 October, 2008 / 08:37

Old BANK of SCOTLAND was my bank since i was a school leaver it was then called BRITISH LINEN BANK I am now over 60 i left BOS arround time of take over by HALIFAX .The bank itself was 'OK' i suppose but the quality
of some of the staff was abismall to say the least ,will all these changes
effect the quality of customer care ,i do not think so banks do not have products to sell so they should make abetter job of selling themselves and follow up with QUALITY SERVICE .I will watch with interest to see changes if any. I must admit i enjoy watching bank employee,s sweating over job security,how many people have they in the past put in same position.

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