PROGRESS: April 2025

IMPORTANT - Service wide: Improving Customer Service with New Telephone System

We're pleased to let you know that we’re upgrading our contact support desk to enhance communication and improve our overall client service.

Our new number for all P1 enquiries will be live from Monday 12th May.

📞 01392 304505 📞

Please update your records accordingly. We look forward to providing you with an even better service.

Here's what we got up to in April:

Platform:

• Transfer provider auto-completing
  
• Innovation Award Win

Upcoming Webinars:

• Data Makes The (Advice) World Go Round | Nicky Sevel | Woven Advice
  • 21st May, 11:00. 1hr CPD. Register your place here. 
• Q2 Macro Investment Update | Will Dickson, CIO | P1 Investment Management
  • 25th June, 14:00. 1hr CPD. Register your place here. 

📝: Transfer Provider Auto-complete

This isn’t a revolutionary platform change, but it’s another small step toward improving the adviser experience.

With the range of providers continuing to grow, we're helping you find the right ones. To make that easier, the 'Provider' dropdown has been replaced with a searchable auto-complete field. This allows users to quickly search and select their provider without scrolling through a long list. 

 

🏆: Win Innovation Award

The P1 Platform won Innovation of the Year at the MoneyAge Wealth & Asset Management Awards.  

This particular award means a lot to us because innovation isn't just a buzzword for us. It has always been at the core of the P1 Platform, with the aim of delivering forward-looking innovations to help Advisers run their businesses efficiently, not just fix problems that shouldn't exist in the first place.

 

In 2025, we have already launched Wealth Pilot, and we look forward to showing you what else we have in the pipeline.

A special thanks to everyone behind the scenes, working hard on our innovations, who make this possible.

💻: Time & Money Webinar Series

This month we're teaming up with Woven Advice to look into how adivsers can get more from their data, helping them improve business and client outcomes. 

Nicky will help you develop a better understanding of the data in your advice firm, how to get the most from it and how to unlock it's real value as we step into the era of AI. 

• Learn how to leverage data to grow your advice firm

• The uses of data to ensure on going compliance

• Improving data quality in preperation for AI.

• Real-world Use Cases