Personal Banking Premier Business Wealth Management Corporate Log in Search Menu Transferring your Investments If you’ve got investments held elsewhere, why not transfer them to Smart Investor? Having everything in one place not only helps you take back control but you’ll also benefit from the features offered by Smart Investor. These include transparent fees, access to our Ready-made Investments, Barclays Funds List and Barclays Price Improver™. Remember too that if you’re transferring cash after selling an investment you will be “out of the market” for a period of time. When markets are volatile, this can mean you miss out on large movements in value, both up and down. Four steps to transfer Once you’ve opened either a Barclays Investment ISA, Investment Account or SIPP, you can move your investments across in just four simple steps: 1. Select provider Choose the provider you are moving from 2. Select investments Choose the investments you want to move 3. Review Check your choices are correct 4. Confirm Tell us you are happy to proceed The value of investments can fall as well as rise. You may get back less than you invest. Tax rules can change and their effects on you will depend on your individual circumstances. Why invest with Barclays? Invest via the Barclays app – if you have a Barclays current account you can see your investments, along with all the other products you have with us, in your online banking account and the Barclays app. You can also now buy and sell investments via the app too. If your current account is with another provider, you won’t have access to the app, but can still manage everything online. Invest in our Ready-made Investments – if you’re not sure where to invest or are short on time, we offer five Ready-made Investments that could help get you started. They invest in shares, bonds and cash to help spread risk but are all slightly different. You just need to read about the characteristics of each fund and choose the one that sounds most like you. Access thousands of other investment opportunities, covering funds, shares, gilts and bonds, Exchange Traded Funds (ETFs), Investment Trusts and new issues if you want to build your own investment portfolio. Get help narrowing down the search – some people find the amount of choice quite daunting so to help narrow it down we have the Barclays Funds List. This is a list of about 40 funds our experts have analysed and believe offer good long-term investment prospects. We go the extra mile to get you the best price – if you want to invest in shares, Exchange Traded Funds, investment trusts or Retail Estate Investment Trusts, you’ll benefit from Barclays Price Improver™. Every time you buy or sell, we’ll give you the best price available from our selected Retail Service Providers (RSPs). With Barclays Price Improver™, 92.5% of trades placed between January 2020 and December 2020 got a better price than the quoted price on the London Stock Exchange. Take advantage of resources you can rely on. We don’t give personalised advice, but our Research Centre, articles, videos and podcasts can help with your investment decisions. Before you transfer Find out about any charges, exit penalties, benefits you may lose or investments that you can’t transfer to us. If you transfer cash or investments from a Lifetime ISA to an Investment ISA, it will count as a Lifetime ISA withdrawal and you will incur the 20% government charge on the amount transferred. This charge was reduced from its normal rate of 25% by the Government in 2020 to help people access cash more freely during the pandemic. It is due to revert to 25% in April. We’ll rebate any charges incurred for transferring assets, up to a maximum of £500. You can view the terms and conditions of this offer in the last accordion below. Please note that this applies only to transfers into an ISA or GIA. Pensions are excluded. Offer ends on 29/11/2021 for any new transfer requests. For any existing transfer requests, this offer will continue to be valid. Transferring in cash If you’re transferring cash after selling your investments and maybe planning to repurchase them, remember you’ll be ‘out of the market’ for a time and there’ll be charges when you sell and reinvest. You may also have to pay capital gains tax when you sell if your investments aren’t held in an ISA. That means you’ll miss out on any rise in value and on any income from these investments during that period. You’ll also miss out on any corporate actions such as rights issues and on voting rights as well as any Shareholders’ benefits, for example, discounts on services, which you may not receive on the same terms when you repurchase the shares. There will be dealing charges to sell and repurchase investments. If you make capital gains outside of pensions or ISAs that exceed your annual allowances, you’ll need to pay capital gains tax. Remember, tax rules can and do change, and their effects on you will depend on your individual circumstances, which can also change. Transferring existing investments Transferring in pensions Terms and conditions of refunded transfer out charges Transfer to our Investment ISA You can transfer your existing investment and/or cash Individual Savings Account (ISAs) to a Barclays Investment ISA quickly and easily. Find out more about our Investment ISA Transfer an ISA Transfer to our Investment Account You can transfer a wide range of investments or whole accounts you have into our Investment Account. Find out more about our Investment Account Transfer an account Transfer to a Barclays SIPP If you have pensions elsewhere, you can transfer them to us at any time. Terms and conditions To begin your SIPP transfer, you first need to open a SIPP account, then you can start a transfer by going into your SIPP account in MyHub, choosing ‘Manage’ and then ‘Transfer in’. Bed and ISA A ‘Bed and ISA’ transaction is when you sell investments that you’re holding outside an ISA, then buy the same investments back within your ISA. Find out more about Bed and ISA Lodge paper shares electronically Transfer your share certificates to a Barclays Investment Account and make it easier to keep track of their performance. Find out more about lodgements Start your lodgement Plan & Invest Plan & Invest is a service which creates and manages a personalised Investment Plan just for you. Whether your long-term goal is your child’s university education, retirement or just building a nest egg, all you have to do is tell us a bit about yourself and then, if you’re ready to invest, let our experts select and manage your investments. Go to Plan & Invest Barclays investment updates Register to receive updates on the latest news and insights from our experts, plus information on all things Smart Investor and Plan & Invest. Register now Already have an account? If you already have an account, log in to continue. Log in Chat Use our online chat service to discuss your query with a member of our team. Chat now Call us If you have any questions, you can give us a call on 0800 279 36671. Important information Lines are open from 7:30am to 7:00pm Monday to Thursday, 7:30am to 6:00pm on Friday and closed during weekends and public holidays. To maintain a quality service, we may monitor or record phone calls. Call charges.Return to reference Contact us Protect yourself from fraud Lost or stolen card Help Branch Finder PPI information Structure changes MIFID II Service status Bank of England base rate Security certification Legal information Accessibility Cookies Privacy policy Careers Home.barclays FAQs Investment accounts How Smart Investor is changing Barclays Investment Solutions Limited provides wealth and investment products and services (including the Smart Investor investment services) and is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange and NEX. Registered in England. Registered No. 2752982. Registered Office: 1 Churchill Place, London E14 5HP. Barclays Bank UK PLC provides banking services to its customers and is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register No. 759676). Registered in England. 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