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Our services

Solutions tailored to your needs

From share plan administration to wealth management, we offer tailored solutions to help your employees build their savings and achieve their financial goals.

What we offer

  • Administration

    Whether it’s a bespoke equity plan for a small number of senior executives or a plan with thousands of global participants, we can provide you with a market-leading administration solution. Our integrated online global platform supports record keeping and trading, and you’ll have access to a dedicated implementation and client relationship team.

  • Dealing

    Your employees can manage their share plan portfolio 24/7 through our administration platform. All shares are held electronically, with access to real-time sale facilities and direct market access. Your employees can choose to hold their shares in their own nominee account.

  • Reporting

    Our reporting platform is easy to use – all reports are search engine driven, so you can design and format them in real time and use them for HR, finance, payroll, treasury, compliance or company secretary purposes.

  • Wealth management

    We offer a bespoke, personalised wealth management service that includes assets within, and outside of, share plans. Our Barclays colleagues can provide advice and solutions including tax, trust and estate planning, investment, credit and private banking.

  • Private markets

    You can organise and unify all stakeholders with a single, clear view of ownership. We can help you track your complete ownership ledger, report shareholder details and create ownership analysis – all in one place, with one database and one fully-integrated, cloud-based solution.

  • MoneyWorks

    MoneyWorks is an online hub of information designed to help inform employees about their financial wellbeing and achieve their financial goals.

Get in touch

Share plan participants

If you already participate in a share plan provided by your employer through Barclays, please call us on 0800 098 8703^.