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Barclays Plan & Invest

Barclays Plan & Invest is only open to Barclays customers. It offers a combination of robo-advice and human investment management. Investors are given a choice of the high street giant’s recommended selection of active and passive funds. It is accessed either by online banking or through its dedicated app.

Investments are managed by Barclays’ team of investment experts, a service previously only available to customers with large amounts to invest. Barclays has partnered with Scalable Capital to provide the service.

Available products & wrappers

General investments ISAs Lifetime ISAs Junior ISAs Pensions & SIPPs Junior pensions & SIPPs Other

Table of charges

Platform charges Product charges Other charges
Robo charge 0.95%
Ave underlying fund charge 0.25%-0.45%

Research, tools and information

Advice, help and contact

UK-based phone support, suite of videos and articles.

Minimum investments

Lump-sum Top-ups Monthly
£5,000 minimum investment (lumpsum or ISA transfer) £100 minimum top-up £100 minimum

Compare + Invest review of Barclays Plan & Invest

Products & wrappers Research & guidance Charges Overall rating
2/5
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2/5
3/5

What is Barclays Plan and Invest?

This is a curious animal - one might call it a crossbreed - that is to say that it uses a combination of robo advice, ie, algorithms and human investment management. It is only available for Barclays customers and requires a minimum investment of £5000 but this does not have to be paid in all at once

Our review of Barclays Plan and Invest

Barclays Plan and Invest is a solid tool but not an especially innovative one. On the plus side the website looks good and there is lots of information on its FAQs.