New pricing offer coming
Just contact yourbarclaysteam@barclays.com from your company email, provide your Smart Investor account number, and we’ll be in touch shortly with further information.
Unique benefits with Smart Investor
Compliant investing for you
Interest rates are struggling to keep up with record inflation, leaving many people worried about how they can maintain the spending power of their money. Investments have the potential to produce higher returns over the longer term, which can help maintain that spending power.
Investments can fall as well as rise so you might not get back what you invest. If you’re unsure which investments are right for you, please seek independent advice. Tax rules can change, and any benefits depend on your circumstances.
Why choose Smart Investor?
Smart Investor is our award-winning1 DIY investment platform designed for both experienced and novice investors providing tools, insights and research resources to support you in choosing your investments.
Our relationship with your employer allows us to offer
Automated account reporting
Your employer is required to monitor your investing activity to stay compliant with regulations.
Our service makes this easy by automatically and securely sending all information to your compliance team.
Set up your automated account reporting
We make reporting easy – choose one of three simple set-up options
Barclays app
Select your Smart Investor account, click the Settings icon in the top right then scroll to select your employer
Online banking
Select ‘Manage account’ then ‘Employer Reporting Service’
Over the phone
Call us on 0800 279 36672
Please be aware we take no responsibility for monitoring investor activity. It is the investor’s responsibility to set up reporting on applicable accounts and complete any additional requirements with your employer.
Open your account
We’ve got three types of account.
Choose the one you want to start with – you can always open another one later on.
Investment ISA
This is the most popular account people choose when they start to invest.
Tax rules can change and their effects vary depending on your individual circumstances.
Investment Account
A flexible account if you’ve already used your ISA allowance for the current tax year OR you’re already paying into an ISA with another provider.
SIPP Account
Designed to help you prepare for retirement.
You may have to pay tax when you come to withdraw money from your pension and tax rules can change in future. The way this affects you will depend on your individual circumstances.
If you are employed by an organisation with which Barclays has a corporate client relationship, then our services don’t form part of your remuneration package from your employer. The availability of our services via our bankers visiting your employer’s workplace isn’t funded by your employer and whether you take up our services is at your sole discretion and shouldn’t be considered to be a taxable employee benefit.
Important information
1. Barclays was named Best Stocks & Shares ISA Provider 2021 at the Shares Awards and Best Stocks & Shares ISA Provider 2022 at the Online Money awards.
2. Lines are open from 7:30am to 7:00pm Monday to Thursday, 7:30am to 6:00pm on Friday and closed during weekends and public holidays. To maintain a quality service, we may monitor or record phone calls. Call charges
