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Investment ISA and SIPP

Your account will continue to work as normal but moving to Barclays Investment Solutions Limited (Barclays Investment Solutions) means that any uninvested cash in your Smart Investor account will be held as Client Money and will not receive interest in line with current interest rates. We’ve explained more about Client Money in our FAQ.

The value of investments can fall as well as rise and you could get back less than you invest. If you’re not sure about investing, seek independent advice.

If you have an Investment ISA, your ISA manager is now Barclays Investment Solutions.

If you have a Barclays SIPP, this has also been transferred from Barclays Bank PLC to Barclays Investment Solutions. AJ Bell Management Ltd will continue to provide your pension services.

This doesn’t affect the tax efficiency of your Smart Investor Investment ISA or Barclays SIPP.

This recent letter or email explains how we made the changes.

If you receive this pack and you’ve recently instructed us to close your account, you don’t need to do anything – your request will be completed as soon as possible.