At Barclays Stockbrokers we offer two kinds of investment accounts that allow you to manage some or all of your pension savings. Find out more.
Pensions we offer

Pensions we offer

Barclays Stockbrokers has two investment accounts to allow you to manage your pension savings.

Read about the April 2016 Pension Changes

  • If you don't have a Self Invested Personal Pension (SIPP), you can open a Barclays Stockbrokers SIPP
  • If you've already got a SIPP you can open a Pension Trader Account (PTA).

You can use our SIPP or PTA to manage some or all of your pension savings. Both enable you to profit from the same tax advantages that other pensions offer - the PTA receiving this through your existing pension arrangement. This includes you getting up to 45% tax relief on your contributions.

In addition, you can take a 25% tax-free lump sum when you retire. And you don't have to pay Income Tax or Capital Gains Tax on your investment returns. Their value to you of the benefits offered by a pension will depend on your individual circumstances. These tax rules can change in future.

Sign up to our free 

newsletter

Remember:

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

Open a SIPP Open a PTA


Barclays Stockbrokers SIPP

Pension Trader Account

You can open a SIPP (administered by specialist pension administrator AJ Bell) and an investment account with Barclays Stockbrokers with a single application.

The Barclays Stockbrokers SIPP gives you access to a wide range of assets through our state-of-the-art investment platform.

The Pension Trader Account (PTA) allows you to invest funds from your existing SIPP with Barclays Stockbrokers.

It gives you access to a wide range of assets through our flexible investment platform. There's no need to change your existing personal pension scheme.

WHO MIGHT THIS SUIT?

Someone who:

  • Wants to control how their pension is invested with an execution-only investment account, managing all or part of their pension fund
  • Doesn't have a SIPP or wants to switch to our SIPP to benefit from our competitive administration charges and wide investment choice
  • Has the expertise and experience to manage their pension investments.

WHO MIGHT THIS SUIT?

Someone who:

  • Wants to control how part of their pension is invested with an execution- only investment account
  • Already has a SIPP with another pension provider
  • Has the expertise and experience to manage their pension investments.

Who might this not suit

Key points to consider:

  • Managing your own pension isn't everyone's cup of tea. You need skill and experience to make decisions that meet your objectives and plans for retirement
  • Tax rules don't last forever. Right now pensions may be treated favourably, but that could change and much depends on your individual circumstances
  • The value of investments can fall as well as rise. If you're unsure about SIPPs or specific investments, we recommend you ask for independent financial advice

Need more information about opening a Barclays Stockbrokers SIPP?

  • Call us on 0808 1594 953†

Need more information about opening a Pension Trader Account?

  • Call us on 0808 2314 931†
  • Pension Trader Account is compatible with a number of the UK’s leading SIPP providers.
Open a barclays Stockbrokers SIPP Open a Pension Trader 

Account

0808 calls are free from a BT landline. The price on non BT phone lines may be different - please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes. If 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.

Please wait …