
Barclays Plan & Invest is Barclays’ digital investment service. Only Barclays customers can use the service, which is access through online banking or the Barclays app.
Customers are recommended a managed portfolio of the bank’s preferred choice of active and passive funds. Investments are managed by the bank’s team of investment experts, a service that was previously only available to customers with large amounts to invest. Barclays has partnered with Scalable Capital to provide the service.
Visit The WebsiteAvailable products & Wrappers
General Investments | ISAs | JISAs | Pensions & SIPPs | Junior SIPP | Lifetime ISAs | Others |
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Table of charges
PLATFORM CHARGES | PRODUCT CHARGES | OTHER CHARGES | |
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Robo charge | 1.14% | ||
Ave underlying fund charge | 0.25%-0.45% |
Minimum Investments
Lump-sum | Top-ups | Monthly |
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£5,000 minimum investment (lumpsum or ISA transfer) | £100 minimum top-up | £100 minimum |
Compare the Platform Says
Products & Wrappers | Research & Guidance | Charges | OVERALL SERVICE | |
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This is a hybrid of robo investing and advice. But the charges are high compared to other solutions. |