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Barclays to take investment education to the high street


Barclays Financial Planning is launching an education programme starting with a series of investment seminars, aimed at educating customers on investment opportunities, to help them make the most of their money. The seminar programme will then be rolled out across the UK and later to different parts of the world.

The first seminar will be held on Wednesday July 25th and Barclays customers will hear presentations from three of the UK’s top investment managers with over 60 years of investment experience between them. The speakers include Fidelity’s Anthony Bolton, New Star’s Theodora Zemek and Jupiter’s John Chatfield Roberts. Each of the speakers will give a presentation outlining their own investment experiences and share the secrets of their success.

Stephen Ingledew, Commercial Director for Barclays Financial Planning comments: “Education on investments is becoming increasingly important for consumers in the UK, not only because of the demographic time bomb, but because the investment opportunities are now more global due to the changing economy. As one of the world’s largest asset managers with over £1 trillion under management, covering over 50 markets, Barclays is extremely well placed to educate UK consumers on investments and of the opportunities in today’s changing global economy.”

The ‘secret of successful investing’ seminar will take place at the London Marriott Grosvenor Hotel, Grosvenor Square, at 6pm with presentations scheduled to begin at 6.30pm. The event will be hosted by Bret Packard, Managing Director Barclays Financial Planning, Premier Banking, Deposit Products.

About Barclays

Barclays PLC is a major global financial services provider engaged in retail and commercial banking, credit cards, investment banking, wealth management and investment management services. Barclays is one of the largest financial services companies in the world by market capitalisation. Operating in over 50 countries and employing 123,000 people, Barclays move, lend, invest and protect money for over 27 million customers and clients worldwide. With over 300 years of history and expertise in banking, Barclays PLC has six major businesses.

UK Banking delivers banking products and services to over 14 million retail customers and 780,000 businesses in the UK.

Barclaycard is one of the leading credit card businesses in Europe, and has 9.8 million UK customers and 6.4 million international cards in issue.

Barclays International Retail and Commercial Banking operations have over 2 million international clients, in geographies which currently include France, Spain, Portugal, Italy, India, Africa and the Middle East. Absa has an additional 8.3 million retail customers in South Africa.

Barclays Capital, the investment banking division, provides corporate, institutional and government clients with solutions to their financing and risk management needs.

Barclays Global Investors is one of the world’s largest asset managers and a leading provider of investment management products and services. Total assets under management at 31st December 2006 were $1.8 trillion.

Barclays Wealth serves affluent, high net worth and intermediary clients worldwide, providing private banking, asset management, stockbroking, offshore banking, wealth structuring and financial planning services. At 31st December 2006, total client assets were £93.0 billion.

Barclays Financial Planning PR contact:

Andrew McDougall
Barclays Retail Banking
PR Manager
1 Churchill Place
E14 5HP
+44 (0)20 7116 6159


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