Enjoy up to £1000 Cashback

When you transfer in cash or investments

You could earn up to £1,000 cashback if you transfer to us by 30 August.
Terms and conditions apply. Capital at risk.

The value of investments can fall as well as rise and you may get back less than you invest. Tax rules can change, and individual effects vary. If you’re unsure about investing, seek independent advice. You should always check the costs involved before transferring and whether you’d lose any valuable benefits.

Enjoy £50 - £1,000 cashback when you transfer to us

If you have investments or cash elsewhere, you can earn up to £1,000 cashback if you transfer them to us by 30 August.

You’ll need to register your details and transfer a minimum value of £5,000. Pensions aren’t eligible. For more information, see our FAQs [PDF, 80KB] and terms and conditions [PDF, 88KB].

See how much cashback you could get

The amount of cashback you get will depend on the total value of your completed transfers. You need to make the transfer request by 30 August for it to be eligible for cashback.

Transfer amount Cashback amount
£5,000 - £9,999 £50
£10,000 - £24,999 £100
£25,000 - £49,999 £250
£50,000 - £74,999 £350
£75,000 - £99,999 £500
£100,000+ £1,000

Before transferring your investments, find out about any charges, exit penalties, benefits you may lose or investments that you can’t transfer to us.

The value of investments can fall as well as rise and you may get back less than you invest.

Open an account with us

To transfer in, you’ll need an account with us – either an Investment (Stocks & Shares) ISA or an Investment Account. Once it’s open, you can start the transfer straight away.

Investment ISA

This is the most popular account people choose when they start to invest.

You can pay in up to £20,000 in the 2024/25 tax year and any returns you make are tax-free.

Investment Account

A flexible account if you’ve already used your ISA allowance for the current tax year. There’s no limit on the amount you can invest, and you can withdraw your cash at any time.

Already have an Investment ISA and/or Investment Account with us? Log in to Online Banking to request a transfer.

How to transfer your investments

After registering for our cashback offer, here’s what you’ll need to do to transfer in your investments to us and ensure they count towards your cashback:

  1. Open the right account – you’ll need to open the type of account you want to transfer in to, an Investment ISA or an Investment Account
  2. Log in to Online Banking and select ‘Transfer in investments’ – within either your Investment ISA or Investment Account
  3. Transfer in cash or investments – choose between transferring your assets in their current form or selling them and transferring the cash proceeds
  4. Provide your details – tell us the name of your current provider, your account details and how much you want to transfer
  5. We’ll do the rest – for most transfers, that’s all you need to do. We’ll work with your current provider to move the cash or assets. If your current provider needs signed paperwork, we’ll add this to ‘Statements and documents’ in Online Banking for you to sign and return to us.

Transfer timescales – the amount of time it takes to complete can vary depending on where you switch from. Typically, it takes around 30 days but sometimes it can take longer.

Things to remember

  • Investments can fall as well as rise in value and you may get back less than you invest
  • Barclays Smart Investor doesn’t offer personal investment advice. Investments, including our Ready-made Investments, aren’t for everyone. If you're unsure about investing, seek independent advice
  • Smart Investor is an investment service for UK residents. Our service is not available to US persons, even where resident in the UK
  • “Tax-efficient” indicates that growth/income are exempt from UK income or capital gains tax provided all ISA conditions are met. The level and basis of tax can change and the value of tax relief depends on your personal circumstances.