Stocks and shares ISA

By holding a Stocks and Shares ISA you can benefit from the Government’s annual ISA allowance. This means that you can hold a range of investments, including Shares, Unit Trusts, Gilts and Bonds in a tax-efficient way.

With low online commission rates and no initial charge on around 2,500 funds, Saga Share Direct, provided by Barclays Stockbrokers Limited, is one of the most competitively priced services in the market.

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Stocks and Shares ISA

Please remember that shares are high-risk investments which means that their value, and the income from them, can fall as well as rise and you may not get back the full amount invested. Saga Share Direct, provided by Barclays Stockbrokers, is unable to offer you advice and this service is not suitable for everyone. If you have any doubt whether it is suitable for you, you should obtain expert financial advice. Available to UK residents aged 50 or over.

Trading Accounts & ISAs - summary

These are nominee dealing and portfolio administration accounts provided by Barclays Stockbrokers, which you can open over the phone today. These accounts allow you to buy and sell investments online and by phone, and the investments are held on your behalf by Barclays Stockbrokers.

Low online trading rates

If you choose to do your trading online you will be charged £9.75 per trade once you have made more than 9 trades in three months (that’s just three trades a month). If you deal less than that you will still only be charged £11.95 per trade.

Great telephone trading rates

You may choose to trade over the phone where you’ll be speaking to a Saga Share Direct consultant and have the comfort that an expert is carrying out the deal for you. We pride ourselves on the service offered and you’ll be charged a competitive commission based on the value of your trade.

Whether you choose to trade online or over the phone, you’ll have access to a range of great features:

  • You can choose to deal in a wide range of investments including funds, UK equities, bonds and gilts, allowing you to spread the risk of your investments by diversifying your portfolio.
  • View your account valuation, information and history online 24 hours a day, allowing you to make your trading decisions at the time most convenient for you.
  • Access to a range of comprehensive equity and funds research from Barclays’ experts, from Digital Look and from Financial Express, as well as the latest pricing and news.
  • Access to a daily email from Digital Look helping you keep up-to-date with the latest market and investment news so you can make the investment choices that are right for you.
  • Access to Price Improver, which finds you the best price available to us when you deal.
  • Access to Funds Market – a selection of the UK’s most popular and innovative funds from leading fund managers at specially discounted initial charges.
     

Open your account today

Call 0800 206 1948 and speak to a friendly agent who will talk you through the process. Lines are open 7.30am to 6pm, Monday to Friday, except Bank Holidays.

Download a Trading Account Guide if you’d like some more information about how a Saga Share Direct account could help you. You’ll also find some useful forms and brochures that you may find helpful in our Brochures and forms section.

Saga Share Direct is a registered trading name of Acromas Financial Services Limited. Saga Share Direct is provided and operated by Barclays Stockbrokers Limited (BSL), which is authorised and regulated by the Financial Services Authority and is a member of the London Stock Exchange and PLUS. Barclays Stockbrokers Limited is registered in England (Company No: 1986161). Registered Office: 1 Churchill Place, London, E14 5HP