Compare The Platform: Barclays Plan & Invest

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Barclays Plan & Invest

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.

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Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPs Junior SIPP Lifetime ISAs Others
Research, Tools and Information

Advice, help and contact

UK-based phone support, suite of videos and articles.

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
2.0
3.0
2.0
3.0
This is a hybrid of robo investing and advice. But the charges are high compared to other solutions.