We are almost ready to start your transfer
Before you continue, we just need to make sure that you accept the Terms and Conditions and the rates and charges for this account.
I am opening a Pension Trader Account as part of an existing SIPP
Please complete and return the documents below:
Please note that the transfer form should be completed for stock transfers and countersigned by the SIPP trustee.
Transferring cash? Call us on 0808 231 4931† and we will help you arrange it.
To give account access to your financial adviser or other nominated user please complete and return a User Access form [PDF, 262KB]
This form should be countersigned by your financial adviser and the SIPP trustee.
I am opening a Pension Trader Account as part of an existing SSAS
Barclays Stockbrokers are realigning our investment platform to focus entirely on retail private investors.
As a result we are no longer able to accept Pension Trader Account for SSAS applications.
Please speak to your Professional SSAS Trustee or Administrator who will be able to help you choose an alternative provider.
Once you have completed your forms, please return them to the below address and we will take care of the rest.
Client Service Team
300 Bath Street