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 |
|---|---|---|---|---|---|---|
Table of charges
| PLATFORM CHARGES | PRODUCT CHARGES | OTHER CHARGES | |
|---|---|---|---|
| Robo charge | 0.95% +VAT | ||
| 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 the Platform Says
| Products & Wrappers | Research & Guidance | Charges | OVERALL SERVICE | |
|---|---|---|---|---|
| This is a hybrid of robo investing and advice. But the charges are high compared to other solutions. | ||||