Opening an account is simple, familiarise yourself with the terms, key features and gather your personal details and pension information.
How to open a PTA

How to open a Pension Trader Account

Opening a Pension Trader Account (PTA) is easy. Here are a few steps to get ready:

  1. Please read the Terms and conditions [PDF, 477KB], Barclays Terms [PDF, 1.3MB] and Rates and charges [PDF, 191KB] before you start – we’ll ask you to confirm that you agree with them.
  2. Have your personal details and pension information at hand.

Apply now

You can download an application form below. Please complete it with your pension administrator and send it to us by post.

SSAS Pension Trader Account

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.


  • The value of your investments can fall as well as rise and you may get back less than you initially invested.
  • Investing in your own pension fund is not for everyone, if you are unsure please seek independent advice.

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