Transfer to a Pension Trader Account
Step 1: Do you already have a Pension Trader Account (PTA)?
Click on the relevant button below. Please print and complete the forms. Or call us on 0808 231 4931† if you have any questions.
I have a PTA with Barclays Stockbrokers
I have a SIPP and want a PTA with Barclays Stockbrokers
Step 2: Request to transfer
Once you’ve completed your forms, please return them to the address below and we’ll take care of the rest. The transfer form has to be countersigned by the SIPP trustee, so we suggest that you return the form to us via your trustee.
Client Service Team
300 Bath Street
If you need any help, please call us on 0808 231 4931†
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.
It’s important to check that you will not incur penalties or give up valuable benefits when you transfer a pension. The value of investments can fall as well as rise. You may get back less than you invest. If you’re unsure about transferring, we recommend that you ask for independent advice. We don’t offer financial advice.