Barclays Plan & Invest
Barclays Plan & Invest is only open to Barclays customers. It offers a combination of robo-advice and human investment management. Investors are given a choice of the high street giant’s recommended selection of active and passive funds. It is accessed either by online banking or through its dedicated app.
Investments are managed by Barclays’ team of investment experts, a service previously only available to customers with large amounts to invest. Barclays has partnered with Scalable Capital to provide the service.
Available products & wrappers
| General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior pensions & SIPPs | Other |
|---|---|---|---|---|---|---|
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| Robo charge | 0.95% | ||
| Ave underlying fund charge | 0.25%-0.45% |
Minimum investments
| Lump-sum | Top-ups | Monthly |
|---|---|---|
| £5,000 minimum investment (lumpsum or ISA transfer) | £100 minimum top-up | £100 minimum |
Compare + Invest review of Barclays Plan & Invest
| Products & wrappers | Research & guidance | Charges | Overall rating |
|---|---|---|---|
What is Barclays Plan and Invest?
This is a curious animal - one might call it a crossbreed - that is to say that it uses a combination of robo advice, ie, algorithms and human investment management. It is only available for Barclays customers and requires a minimum investment of £5000 but this does not have to be paid in all at once
Our review of Barclays Plan and Invest
Barclays Plan and Invest is a solid tool but not an especially innovative one. On the plus side the website looks good and there is lots of information on its FAQs.
