Manage an investment portfolio within your existing Barclays Stockbrokers Self Invested Personal Pension (SIPP) or Small Self Administered Scheme (SSAS).
Pension Trader Account (PTA)

Pension Trader Account (PTA)

With our Pension Trader Account (PTA) you take control over investing the money in your Self Invested Personal Pension (SIPP).

The PTA enables you to build an investment portfolio that matches your objective and attitude to risk.

It’s a new tax year, so get ahead of the game with your annual pension contribution allowance.

Pension Trader Account

Open a PTA
Transfer to a PTA

Remember:​​​

  • 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
  • Tax rules may change and whether particular tax rules benefit you, will depend on your individual circumstances
  • Affordable

    We’ve cut the cost of investing for most of our clients (all investment types except funds, Unit trusts, non-European Quoting Service (EQS) and International Securities). Pay low commission rates online from £5.95 to £11.95 per transaction. Find out more about our charges.

  • Dependable

    With Barclays Stockbrokers Price Improver®, you get the most competitive price available from our selected Retail Service Providers (market makers) every time you trade in individual securities. 91% of deals placed between January and October 2015 got a better price than the London Stock Exchange*.

  • Valuable

    The more you trade in individual securities, the less you pay

    £5.95 per deal when you place 20 or more deals per month
    £8.95 per deal when you place 10-19 deals per month
    £11.95 per deal when you place 1-9 deals per month.
  • Flexible

    The PTA gives you the flexibility to choose your pension administrator and keep your pension where it is. We’ll work closely with your provider to make the opening of your PTA go smoothly. And once that's done, you can use it to manage the whole or part of your pension funds.

We’ll pay some of your transfer costs

Your existing broker or pension plan manager may charge you transfer costs. Simply tell us about the costs you’ve paid after your account has been transferred and we’ll refund up to £500. Refunds can be made into your chosen bank account or by cheque. Any refunds relating directly to your pension can be refunded into your PTA. Barclays Stockbrokers reserves the right to terminate or amend this offer at its discretion. View the terms and conditions.

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.

Open an Investment ISA
Transfer to a PTA

Things to remember:​​​

  • Barclays Stockbrokers offers an execution-only service. We don’t give you investment advice.
  • 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.
  • *Statistics are based on all qualifying deals placed by Barclays Stockbrokers on behalf of clients from 1 January 2015 to 31 October 2015 on the London Stock Exchange covering trades placed within MarketMaster®, Investment ISA and SIPP accounts across the following asset classes - stocks and shares, Exchange Traded Funds, investment trusts and Real Estate Investment Trusts.

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