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

We’re moving to Barclays Smart Investor

On 28 August, Barclays Stockbrokers will be replaced by Barclays Smart Investor, the new direct investing service.

If you’d like to transfer any investments in or out of your existing Barclays Stockbroker account(s), please make sure all forms are with us by 18 August. Any transfer requests received after this date will be completed on Barclays Smart Investor and may take a little longer than normal.

Transferring your investments is easy

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


Why transfer your investments?

Some providers may not give you access to all the investments you want. But with a Barclays Stockbrokers account, you can get quick and easy access to over 2,000 funds from more than 100 fund managers, shares, exchange traded funds, exchange traded commodities, gilts and corporate bonds. Furthermore, 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.

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 send us proof of the transfer costs that you’ve paid, after the transfer. We’ll refund 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. You can view the terms and conditions of this offer here.

Why choose Barclays Stockbrokers?

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).

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

What can I transfer?

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

We don’t accept defined benefit pensions, but you should carefully consider whether or not you’re giving up valuable benefits before you start any transfer, and pension transfers in particular. This generally means that only the pension types listed below may be suitable for transferring to a SIPP. If it’s a workplace scheme and you’re still an active member, you’re likely to give up important benefits it you 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 market annuities
  • Qualifying Registered Overseas Pension Scheme (QROPS)

Before transferring investments you’ll need to consider the following:

  • Whether there will be any charges from your current provider. We’ll rebate transfer-out charges up to a maximum of £500. View the terms and conditions of this offer
  • Check that there are no exit penalties or other benefits that you might lose and that you won't lose out by selling any investments you can’t transfer to us
  • Check that any assets you want to continue holding can be transferred, rather than being sold and the cash reinvested.

If you’re transferring in cash, having sold your investments perhaps intending to repurchase them, remember:

  • You’re ‘out of the market’, so for a time, you won’t hold some or all of your investments and you’ll lose out on:
    • Any rise in their value
    • Any corporate actions e.g. rights issues
    • Any returns e.g. dividends or interest
    • Shareholders’ benefits (which may not be available on the same terms or at all if you repurchase)
    • Voting rights
  • Cash typically takes 1-2 weeks to transfer between brokers
  • You’ll incur dealing charges to sell and repurchase investments
  • You may make capital gains, which depending on your personal circumstances could mean paying capital gains tax, though they may fall within your annual allowances. Remember that tax rules may change and their effects on you will depend on your circumstances.

If you’re transferring existing investment holdings:

  • There will be a period when you won’t be able to sell these while they transfer from your current provider to your new one. This should be a short period as the investments re-registration is processed but the flexibility that you have during the transfer process will depend on the broker you are transferring from
  • During the transfer from your old provider to your new one, you may experience delays in receiving dividends, other income and information, as well as delays to notification of voting rights, exercising shareholders’ concessions or corporate actions, such as rights issues, which may affect your ability to respond where deadlines are shorter.

ISAs and pensions

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 interests to move it.

Things to know before transferring cash ISAs

You should think carefully about whether you’re prepared to accept the higher risks that come with choosing your own investments to put your pension money in. 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.

Things to check before transferring pensions:

  • Be certain that you’re happy to manage your own pension investments
  • Check your pension can be transferred. Not all pensions can be transferred to our SIPP. It may not be in your best interests to move certain pensions. That’s why we don’t accept transfers from defined benefit pension schemes like final salary plans
  • Make sure you’re not giving up valuable benefits by transferring. For example, if it’s a workplace scheme and you’re still an active member, you’re likely to give up important benefits if you transfer, or your employer will be making contributions on your behalf and there are likely to be spouse’s pensions and death benefits associated with it.

More information

Switching funds into clean share classes

If you transfer funds to us that are in a bundled share class (so-called because they charge a higher Annual Management Charge (AMC) which incorporates the fee earned by the fund manager for running the fund and the amount previously paid to cover administration of the investment), they’ll be switched within your Barclays Stockbrokers account to the equivalent clean share class. These are holdings within the same investment fund but generally have lower charges as they don’t include any provision for administration fees in the AMC, since regulation now requires that these are now charged separately. A switch is the sale of your bundled holdings to buy the clean share class.

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.

*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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