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Barclays staff pension 1964 scheme

The Barclays Bank UK Retirement Fund (the UKRF) 2025

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The document is a transfer guide for members of the Barclays Bank UK Retirement Fund (UKRF) specifically regarding the 1964 Pension Scheme. It outlines key provisions, options for transferring benefits, and details about retirement savings, including Additional Voluntary Contributions (AVCs) and Special Company Contributions (SCCs). The guide emphasizes the importance of seeking independent financial advice and provides contact information for further assistance. It also explains various terms related to pensions, retirement age, and potential tax implications.

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Click ‘Get Form’ to open The Barclays Bank UK Retirement Fund (the UKRF) document in the editor.
Begin by reviewing the introductory section, which outlines the key provisions of the 1964 Pension Scheme. Familiarize yourself with any special terms that may apply to your situation.
Fill in your personal details in the designated fields, ensuring accuracy for effective processing of your retirement benefits.
Navigate to the section regarding Additional Voluntary Contributions (AVCs) and Special Company Contributions (SCCs). Indicate your preferences for these contributions based on your retirement plans.
Review the transfer options available to you. Select which categories of benefits you wish to transfer, if applicable, and provide any necessary documentation as prompted.
Finally, ensure all sections are completed before saving your changes. Use our platform’s features to sign and distribute the document as needed.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is Barclays pension good?

Our award winning Self-Invested Personal Pension (Best SIPP award 2022 at the Shares Awards) is designed to help you prepare for retirement. Let us help you build your retirement pot and make your own investment decisions.

Who manages Barclays pension scheme?

Barclays Pension Funds Trustees Limited (the Trustee) is the trustee of the Barclays Bank UK Retirement Fund (the UKRF). Barclays Bank plc (the Bank) is the sponsoring employer.

What is the Ukrf Lifestyle Fund range?

The UKRF Lifestyle Fund range is comprised of underlying pooled investment funds, which includes the UKRF Diversified Growth Fund (DGF). The DGF is also available as a self-select fund. In Q3 2023, the Trustee agreed to amend the volatility target of the DGF from 9% to 10%.

Who has the best pension system?

Which countries have the best retirement systems in the world? The Netherlands, Iceland and Denmark have the top three systems, ing to the 2024 Mercer CFA Institute Global Pension Index. The top three were unchanged from last years report.

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How Smart Pension investment performance compares to competitors over the last three years Pension provider3 years cumulative performance Smart Pension (D) 20.0% Aviva (E) 13.4% Penfold (B) 14.0% Royal London (G) 13.8%6 more rows

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Invest in an award-winning SIPP The valuable tax benefits of a pension make it an important part of saving for your future. Choose to invest for your retirement with Barclays on Smart Investor, voted Best SIPP Provider 2022 at the Shares Awards.

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The Better Business Bureau gives Barclays an A+ rating. A strong BBB rating signifies the company is transparent in how it handles business, responds effectively to customer complaints, and is honest in its advertising.

Can I cash in my Barclays pension?

If you dont need as much as 25% of your total fund, you could take out some cash tax-free giving whats left more time to potentially benefit from investment growth. Alternatively, you could take out more than 25% as a lump sum, but youll need to pay tax on it.