How to open a Pension Trader Account
Opening a Pension Trader Account (PTA) is easy. Here are a few steps to get ready:
- 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.
- Have your personal details and pension information at hand.
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.