Our Pension Trader Account allows you to actively manage part or all of your existing pension savings without having to change how they are administered. 
Transfer to a PTA

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.
Barclays Stockbrokers
Client Service Team
Tay House
300 Bath Street
G2 4LH

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.

    †0808 calls from a BT landline are free. For other lines please check with your telecoms provider. Calls may be recorded, for monitoring the quality of our service and security purposes. If you’re calling from outside the UK, please dial +44 141 352 3937. Our opening hours are 8am to 6:30pm Monday to Thursday, 8am to 6pm on Friday (excluding bank holidays) and 9:30am to 12:30pm on Saturday.

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