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Transferring your investments

If you have got investments elsewhere, why not transfer them to us? Having everything in one place not only helps you take back control but you’ll also benefit from the features offered by our services. These include transparent fees, access to our Ready-made Investments, Discretionary investment management, Barclays Funds List and Barclays Price Improver™.

When you transfer your investments to us, you have the choice of managing your own investment portfolio on Smart Investor or if you would prefer our experts to help create a portfolio tailored to your needs and financial goals then Plan & Invest might be right for you. On Smart Investor, you can use our insights and research resources to help make your own investment decisions. If you’re unsure what investments suit your needs or simply don’t have time to build your own portfolio, our experts at Plan & Invest can help create an investment portfolio tailored to you and your individual goals.

Remember too that if you’re transferring cash after selling an investment you will be “out of the market” for a period of time. When markets are volatile, this can mean you miss out on movements in value, both up and down.

Are you comfortable managing your own portfolio? Transfer your investments to Barclays Smart Investor

Smart Investor is our DIY investment platform designed for both experienced and novice investors who want to manage their own portfolios.

If you’re a novice investor or looking for some inspiration, we have a range of five ready-made Investment funds to help jump start your portfolio.

Or if you’re confident choosing your own investments, Smart Investor has a wide range of funds, ETFs and shares for you to build out your portfolio.

We provide the tools, helpful insights and research resources, to help you take control and make your own investment decisions.

Through an Investment ISA, general Investment Account and/or a SIPP online you can gain access to thousands of investment options.

If you enjoy selecting your own investments and have existing accounts elsewhere, then why not transfer them over to Smart Investor.

Learn more about Smart Investor

Learn more about Barclays Smart Investor fees

Are you looking for more managed investments? Transfer your investments to Plan & Invest

Plan & Invest is a digital wealth manager, which means you can leave everything in the hands of our experts. They’ll create and manage an investment portfolio entirely tailored to you and your financial goals.

If you don’t know where to start, or you simply don’t have the time to make your own investment portfolio, Plan & Invest could be the right option for you.

With Plan & Invest, you can transfer your cash over from another provider into an ISA or general Investment Account. You can take comfort knowing that your Investment Plan is created from more than 10,000 different investment options and is truly personalised.

Learn more about Plan & Invest

Learn more about Barclays Plan & Invest fees [PDF, 651KB]

Why invest with Barclays Smart Investor?

Invest via the Barclays app – if you have a Barclays current account you can see your investments, along with all the other products you have with us, in your online banking account and the Barclays app. You can also now buy and sell investments via the app too. If your current account is with another provider, you won’t have access to the app, but can still manage everything online.

Invest in our Ready-made Investments – if you’re not sure where to invest or are short on time, we offer five Ready-made Investments that could help get you started. They invest in shares, bonds and cash to help spread risk but are all slightly different. You just need to read about the characteristics of each fund and choose the one that matches your own attitude to risk and goals.

Access thousands of other investment opportunities, covering funds, shares, gilts and bonds, Exchange Traded Funds (ETFs), Investment Trusts and new issues if you want to build your own investment portfolio.

Get help narrowing down the search – some people find the amount of choice quite daunting so to help narrow it down we have the Barclays Funds List. This is a list of about 40 funds our experts have analysed and believe offer good long-term investment prospects.

We go the extra mile to get you the best price – if you want to invest in shares, Exchange Traded Funds, investment trusts or Retail Estate Investment Trusts, you’ll benefit from Barclays Price Improver™. Every time you buy or sell, we’ll give you the best price available from our selected Retail Service Providers (RSPs). With Barclays Price Improver™, 94.08% of trades placed between January 2021 and December 2021 got a better price than the quoted price on the London Stock Exchange.

Take advantage of resources you can rely on. We don’t give personalised advice, but our Research Centre, articles, videos and podcasts can help with your investment decisions.

Why invest with Plan & Invest?

When you choose Plan & Invest, our experts create and manage your investment portfolio for you. This means you can sit back knowing our experts are taking care of your investments and helping your portfolio grow to achieve your goals. If you’re unsure how to invest your money or simply don’t have the time, then Plan & Invest might be right for you.

Because we take the time to get to know you, you can be sure we’re doing what's best for you when we design your Investment Plan. We won’t pigeon hole you like many other investment providers – we consider over 10,000 investment options when creating your plan to make sure it’s truly tailored to you.

We’re different because although you access it digitally, Plan & Invest has real people managing your investments behind the scenes. Our experts do use algorithms but they’re also the people who oversee your investments and their performance.

Before you transfer

Find out about any charges, exit penalties, benefits you may lose or investments that you can’t transfer to us.

If you transfer cash or investments from a Lifetime ISA to an Investment ISA, it will count as a Lifetime ISA withdrawal and you will incur the 20% government charge on the amount transferred.

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