Your colleague investment benefits

How to transfer my Sharesave

If you choose to transfer your matured sharesave to Smart Investor, our SAYE help hub provides all the information that you’ll require to raise a successful transfer request. If you choose another investment provider, contact them directly for information needed to initiate a transfer through Global Stocks and Rewards.

Points to consider

1. Once your Sharesave has matured, the option to Sell or Transfer will be available on your Global Stocks and Rewards Dashboard under Sharesave. Select Sell or Transfer to begin your transfer application
2. It usually takes up to 30 days to complete a transfer to Smart Investor. Errors or missing information will delay your transfer past this SLA. Other providers timescales may vary.
3. For support, you can call the Smart Investor helpline on 0800 279 3667²

Why choose Smart Investor?

• Convenience – open an account in minutes and pay in from as little as £50
• Trusted – we’ve helped over 300,000 customers invest their money
• Accessible – check your investments and trade anytime online or with the Barclays app (if you have a Barclays Bank Account or Barclaycard)
• UK-based call centre – if you need any help or support our helpdesk is here for you
• Award-winning – Best Stocks & Shares ISA Provider 2022 at the Online Money Awards and ‘Best SIPP Provider 2022’ from the Shares Awards
• Transparent – our fees are straightforward and transparent

Choose your account

Which employees are required to report investment activity?

Those with roles that are subject to heightened controls for Personal Investments and Affiliations activity are required to report investment activity for personal trading accounts which you and/or your connected person(s) own.

Which employees are NOT required to report investment activity?

Those subject to Standard Controls do not need to report investment activity.

Where can I check if my role is subject to heightened or standard controls?

Login to Colleague Direct . Click on My Profile, located on the left menu bar. Then select Personal Details, where your PIA status will indicate if you are subject heightened or standard controls.

How do I set up account reporting?

Choose one of three ways:

1. Barclays App – select your Smart Investor Account, click on Settings in the top right corner, scroll to Employer Reporting Service, click Edit, click Yes and select your employer
2. Online banking – select Manage Account and then Employer Reporting Service
3. Over the phone – call us on 0800 279 3667²

For more information on disclosing your trading accounts visit Colleague Direct

Please ensure you comply with your local Personal Account Dealing rules. You may be required to disclose a trading account and seek line manager approval prior to placing trades and send post-trade confirmations to your Personal Account Dealing compliance team.

Help and support on hand

Our dedicated UK call teams are on hand to help you at any stage on your investment journey.

If you need any help or support call 0800 279 3667. Alternatively, you can book a call back with one of our specialists.²