Our fees

Get a quick snapshot of what your fees could be.

View a handy infographic explaining our fees.


Customer fees (based on asset holding)

Fee percentage is calculated daily based on closing asset balance (excluding cash).

Funds1
0.2% p.a.


Other investments2
0.1% p.a.


Minimum fee per month3
£4


Maximum fee per month
£125



Transaction fees (when you buy or sell an investment)

Fees are based on the type of investments you choose to buy or sell, and the channel through which you buy and sell them.

Funds1
(Online) 
£3


Other investments 2
(Online)
£6


All automated
regular investments
£1


All investments
(Telephone)
£25


You’ll pay a single monthly customer fee, plus a transaction fee each time you trade. That’s it, there are no other costs. Fees correct as at January 2018.


What’s included in your customer fees?

Anything that covers the running of your account, but doesn’t directly relate to transactions, including:

  • Custody of your investments
  • Maintenance of your accounts
  • Automatic dividend reinvestments
  • Transferring cash or investments in from another provider
  • Transferring cash or investments out to another provider
  • Moving cash or investments between accounts 
  • Portfolio analysis when logged in to your account
  • Tailored, relevant insight and articles to help you be a smarter investor
  • Support from our knowledgeable team by phone or live web chat
  • All other sundry activities that may arise

Third party charges

When you buy shares, including investment trusts, the Government imposes Stamp Duty at the following rates:

  • 0.5% Stamp Duty on all UK share purchases settled through CREST, rounded up to the nearest 1p
  • 0.5% Stamp Duty on all UK share purchases not settled through CREST, rounded up to the nearest £5
  • 1% Stamp Duty on Irish registered stock

The Panel of Takeovers and Mergers (PTM) also charges £1 on all UK share transactions with a combined value of over £10,000.

Please note that funds, Exchange Traded Funds (ETFs) and investment trusts come with charges and expenses applied by the fund manager to cover the costs of buying and selling the underlying investments and managing the fund. Most funds we offer have no initial charge, but if there is one, it is a fee levied by the fund manager and Barclays doesn’t keep any part of it.


Pension Administration Charges

Please note these fees apply to existing SIPP customers. Fees for the new Barclays SIPP have yet to be confirmed and fees may be more or less than those currently charged.

In addition to the Customer and Transaction fees above, there are Pension Account Administration charges if you currently have a Barclays SIPP. All SIPP accounts pay an AJ Bell Administration fee of £31.25 + VAT per quarter or part thereof (£125 + VAT p.a). This fee will be collected by Barclays and paid to AJ Bell. No part of this fee is kept by Barclays.

Depending on your activity additional SIPP charges may apply. See a full list of SIPP fees [PDF, 425KB]

You are currently unable to open a SIPP. However, you can be the first to know when the Barclays SIPP becomes available.


Important changes to how we are organised and the accounts we offer

Changes to interest rates as a result of the ring fenced bank, created in response to a change in UK legislation, are due to take effect from 30 September 2018

Barclays Investment Solutions Ltd will hold all uninvested cash held in Investment ISAs, Investment Accounts and SIPP Accounts as Client Money with a selection of Approved Banks or other third parties.

In the current interest rate and market environment no interest is paid on cash held as Client Money.

Barclays Bank UK plc will offer an Investment Saver to customers who have an Investment Account. Any cash in the Investment Saver will be held on deposit and will not be subject to the Client Money rules.

Interest rates applied to the Investment Saver

Interest is paid on the first day of each month, based on the cash held in your account the previous month.

Investment Saver interest rates may change from time to time. We’ll let you know if they do, as we’ve set out in our terms and conditions.

Interest rates paid on cash held in an Investment Saver: 0.05% pa /AER(4)


Ready to start? Open an account now

Start investing today with an account to suit your needs. You can apply for an account online in minutes - it’s quick and easy to get going. Remember that investments can fall in value and you may get back less than you invest.

Investment ISA

Make the most of your tax-free ISA allowance before you invest anywhere else.

Tax laws are subject to change. The value of the various tax benefits to you depends on your personal circumstances.


Investment Account

An easy to use account, designed for when you’ve already used your Investment ISA but still have more to invest.


Transfer investments to us

It’s really easy to transfer existing investments and ISAs to us. You may save money and have access to a wider range of investments.

Make sure you’re fully aware of any charges, and all the drawbacks and any valuable benefits that you could lose, before you go ahead with a transfer.



We’re here to help

We hope this information makes it easy to understand our fees. If you’d like to find out more, call us on 0800 279 3667* or 0141 352 3919* or you can find all the different ways to get in touch with us here.

Notes:
1 Funds - Unit Trusts & Open Ended Investment Companies (OEICs) only.
2 Other Investments - all asset classes except the funds above.
3 The minimum fee will only apply once you add cash or investments to your account.
4AER (Annual Equivalent Rate) illustrates what the interest rate would be if interest was paid and compounded once each year.

*Call charges may apply. Please check with your service provider. To maintain a quality service we may monitor or record phone calls.


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