View all of your investments online in the one place, reduce account charges and use our research centre by transferring to Barclays Stockbrokers.
Transfer investment accounts

Transferring your investments is easy

We’ve made transferring as easy as possible. You can transfer individual investments and whole accounts.

Transferring your investments

1. How to transfer

Simply select the type of account your investments are held in or the type of account you want to transfer:

If you want to transfer more than one account, please reselect each one and complete the relevant form

2. Complete your form

Having chosen your account in step 1, click on the relevant button below. Please complete the form, print, sign and send it to us.

3. Send it to us

Once you’ve completed the form, please sign and send it to the address below. We’ll take care of the rest.
Barclays Stockbrokers
Transfers In
Tay House
300 Bath Street
G2 4LH
If you’d like us to help, please call our transfer team on 0808 256 3849*. You can also leave a message and ask them to call you when it suits you.

Why transfer your investments?

When you hold your investments with a number of different providers, it can be difficult and time-consuming to keep track of how they’re all doing. But with a Barclays Stockbrokers account, you can make it quick and easy.

How long will it take?

Our transfer team organises everything after we’ve received your form. We’ll also tell you how the transfer is progressing.
You can contact your current provider to ensure they’re processing your transfer as quickly as possible.

The actual time needed depends on a number of factors, including:
  • The time it takes your current provider to respond to our requests
  • The type of assets that are being transferred – cash typically takes 1-2 weeks; funds, equities and non-UK listed investments can take between 4-6 weeks, although please note if your current provider does not transfer electronically (i.e. relies on postal communication) this can make transfer times longer, in some cases up to 12 weeks.
  • The possibility of additional documentation needed by us or your current provider
  • The possibility of you still having to pay fees to your current provider, including closure and administration fees.

    What are the transfer costs?

    It’s usually free. We refund transfer costs charged by your current provider.

    Simply tell us about the transfer costs you’ve paid after the transfer. We’ll refund them – we need proof of course – we cover up to £500 for any exit fees you may incur. This usually takes about two weeks.

    Refunds can be made into your chosen bank account or by cheque. They can also be added to your Barclays Stockbrokers MarketMaster or SIPP when a pension has been transferred. You can view the terms and conditions of this offer here.

Why choose Barclays Stockbrokers?

With Barclays Stockbrokers you’re in control. You can view all your investments online – in one place – whenever you like.

We offer a wide range of investments to match your objectives and give you access to over 2,000 funds from more than 100 providers at no initial charge. We also offer shares, gilts, bonds, Exchange Traded Funds (ETFs) and Exchange Traded Commodities (ETCs)
What can you transfer?

You can transfer cash, individual investments like stocks or funds, and one or more investment accounts including Investment ISAs,  Cash ISAs, Trading Accounts, SIPPs and Pension Trader Accounts.

We do not accept defined benefit pensions and suggest that you carefully consider that you are not giving up valuable benefits before you action any transfer. This generally means that only the pension types listed below may be suitable for transferring to a SIPP. If it is a work place scheme and you are still an active member of the pension scheme, you are likely to give up important benefits it you were to transfer. For example your employer will be making contributions on your behalf and there are likely to be spouse’s pensions and death benefits associated with it.

​Defined Contribution Scheme - Contract Structure
​Defined Contribution - Personal Pension
​Other Pension schemes
  • Group Personal Pension
  • Group Stakeholder pension
  • Group SIPP
  • Workplace savings/auto enrolment
  • ​Self Invested Personal Pension
  • Personal Pension
  • Stakeholder Pension
  • Section 32 policy (also known as buyout bonds)
    Retirement Annuity Plan
  • ​International Personal Pensions
  • Open Annuities
  • Qualifying Registered Overseas Pension Scheme (QROPS)

Before you transfer

Transferring your ISAs and pensions doesn’t affect their tax-efficient status. But you should make sure that you don’t have to pay penalties or give up valuable benefits. Tax rules can change and whether they benefit you will depend on your circumstances.

We don’t accept transfers from a final salary pension scheme, because it's unlikely to be in your best interest to move it.

Things to consider before transferring pensions:

  • You’re happy to manage your own pension investments
  • Your pension can be transferred. Not all pensions can be transferred to our SIPP. It may not be in your best interest to move certain pensions. That’s why we don’t accept transfers from defined benefit pension schemes like final salary plans.
  • You’re not giving up valuable benefits by transferring. For example, if it is a work place scheme and you are still an active member of the pension scheme you are likely to give up important benefits if you were to transfer. For example, your employer will be making contributions on your behalf and there are likely to be spouse’s pensions and death benefits associated with it.
Things to consider before transferring cash ISAs

You should consider carefully whether you’re prepared to accept the higher risks that come with investing your money. The value of investments can fall as well as rise. You may get back less than you invest. If you’re unsure, we recommend you ask for independent financial advice.

What will you save?

If you invest fully in funds from the Funds Market, there are no initial charges, account charges or dealing charges to pay. By transferring investments into one account, you could save on account charges too.
With all your investments are in one place, you could save time, as it’s quick to see how they’re performing. You might also reduce the amount of paperwork you receive.

More information

You can find more information here:

*0808 calls are free if made from a UK landline. 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 3942. Calls to 0141 numbers are charged at local rate, mobile costs may vary - please check with your telecoms provider. 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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