New structured products are currently unavailable.
If you have already purchased a Woolwich Plan Managers structured product via Barclays Investments or Barclays Financial Planning then you can access product snapshots and brochures or provide us with your maturity instructions.
Prior to maturity
We’ll write to you about 3 weeks before the scheduled maturity date to confirm the options available to you in anticipation of your investment maturing and the funds becoming available. You can provide your instructions by returning the maturity documentation we send to you before the scheduled maturity date. We’ll hold your instructions and act on them shortly after maturity.
If you choose to receive payment of your maturity proceeds and your instruction is complete and valid, then in the normal course of events, we’ll send the proceeds to you within 5 working days of the scheduled maturity date.
If required, please print, complete and return the form below to provide us with instructions in relation to your maturing or matured product.
5 weeks after maturity
If your maturing investment is held outside of an ISA and we haven’t received an instruction from you, we’ll issue your maturity proceeds within 5 working days from this date.
3 months after maturity
If your maturing investment is held within an ISA, and we haven’t received an instruction from you, we’ll contact you between 3 and 4 months from the maturity date to remind you to provide us with an instruction. We’ll hold your proceeds in an ISA-designated client money account to ensure that the tax-efficient ISA status is retained during this time.
6 months after maturity
If your maturing investment is held within an ISA and we haven’t received an instruction from you within 6 months from the maturity date, we’ll send you a cheque for your maturity proceeds within 5 working days of this date. Your ISA status will be lost at this point and any reinvestment of these proceeds into a new ISA will be treated as a new subscription. Your maturity proceeds will be held in a client money account during the period in which we continue to hold them, ensuring their tax-efficient ISA status is retained.
Transferring a structured product
Please complete the ‘Investment Plan Transfer Form’ below to transfer a structured product. You’ll need to seek advice from an IFA, and they’ll need to complete both the relevant section and an appropriate ‘know your customer’ declaration. Open and read the ‘Permitted transfers’ document below to see the types of transfer we can accept.
Make sure to read this page in full to find out how the process works before and after maturity. The information given here reflects the process we’ll follow for the structured product(s) you want to transfer, and may differ from the brochure.
There have been changes to some of the terms and conditions and these are detailed in the ‘Additional Terms’ document below. Please take the time to read this document.