If you’ve taken advantage of your ISA and PEP allowances over the years, chances are that your ISAs are now with a range of different providers. You can move these accounts from one provider to another and retain their tax benefits, you can also change the investments held within them.
By consolidating your ISAs with Barclays Stockbrokers you’ll have greater control. Not only will you be able to monitor your accounts, at a glance, but you’ll also have access to a wide range of investment products, advanced research and trading tools to help you make the most of your investments.
Why transfer to Barclays Stockbrokers?
- New lower annual administration charges which are calculated on the actual balance of your account:
- £30+VAT pa for balances up to £7,500; or
- £50+VAT pa for balances over £7,500
All investments in funds from our Funds Market are excluded when calculating our administration charges, so if you are fully invested in Funds Market funds, the ISA administration charge will be waived.
- Online dealing rates from just £6.95 for 11 trades or more a month; and the most you'll ever pay online is £12.
- Have greater control and a single view of all your tax efficient investments
- Get access to a wide range of products including equities, funds and Investment Notes.
- Advanced trading tools and research, including Barclays Wealth in house research
- We’ll pay up to £500* of any transfer or handling fees from your current provider
Please remember that selecting your own investments is not for everyone, you can lose money as well as gain. Tax treatment depends on your individual circumstances and may be subject to change in the future.
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We have won Investors Chronicle Stockbroker of the Year for the third consecutive year along with Best Level 2 Data Service for BARX and Best Online Stockbroker for Financial Security.
Already a client?
It’s easy to transfer your accounts by downloading one of the following forms
New to Barclays Stockbrokers?
It's easy to open an account and start trading
PEP changes in 2008?
From 6 April 2008 all PEPs became ISAs allowing you to merge your ISA and former PEP investments
Speak to our experts
Give us a call on 0800 068 6688†
*We will refund you when your ISA account is opened and we have received proof of transfer costs from your previous broker. This process normally takes around four weeks. Payment will be made to your chosen bank account or by cheque if this does not apply. Barclays Stockbrokers reserves the right to terminate or amend this offer at its discretion. We will refund up to £150 per account of transfer out costs charged by the ceding ISA Provider, up to a maximum of £500 per customer.
†Lines are open from 8.30 am to 6.30 pm Monday to Thursday and from 8.30 am to 6 pm Friday, excluding bank holidays. 0800 calls are free from a BT landline. The price on non BT phone lines may be different. Please contact your supplier for further details.
Barclays Stockbrokers is the Group name for the businesses of: Barclays Stockbrokers Limited, a member of the London Stock Exchange and PLUS. Registered No. 1986161; Barclays Sharedealing, Registered No. 2092410; Barclays Bank Trust Company, Registered No. 920880. Registered VAT No 243 8522 62. All companies are registered in England and the registered address is: 1 Churchill Place, London E14 5HP. All companies are authorised and regulated by the Financial Services Authority.
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