We didn't let two bank holidays in May slow us down. The teams were busy developing new features and improving our service to you and our clients. Here's what we got up to; read more detail below:
P1 Platform:
P1 Investment Management
P1 in the press
Harry Webster, our Head of Marketing, discussed in Money Marketing how age may not be the best way to segment and understand clients, especially as the FCA desires deeper client insight.
Upcoming Webinars:
In response to feedback from our adviser community, and recognising their vital role in an adviser’s toolkit, we’ve launched the Joint GIA option on the P1 Platform. You can now open Joint GIAs and link two accounts to each one.
There is no product fee for a Joint GIA. Charging is calculated using the value of each client separately, including the full value of the Joint GIA, and then applying the lowest charge to the Joint GIA.
This is subject to our minimum charge of £5 per month (£60 per annum), and whether a client reaches the maximum charge of £125 per month.
A full breakdown of Joint GIA charging can be found at our FAQ page here.
Again, following adviser demand, specifically the desire to more easily identify check GIA balances while checking remaining ISA allowances, our development team has updated the ISA Allowance report to include GIA balances
We appreciate it's a small change, but we hope it makes your lives a bit easier. We’re proud to share that the update was completed within 4 hours of the suggestion being made. When we can help, we aim to act as quick as we can.
James Bishop has joined us as Senior Platform Account Manager, helping us expand our team as we continue to prioritise great customer service. With experience at M&G Wealth, Old Mutual, Aberdeen, and AXA Wealth, James brings valuable insight into the needs of the adviser community.
While we always want feedback from our advisers, we appreciate that advisers aren’t the only users of our technology, so we recently conducted a platform client survey. This short survey was sent to all clients on the P1 Platform. The aim is to ensure the P1 Platform and associated service meet our clients’ needs and is accessible, while gauging overall opinion of the P1 Platform.
The results showed strong client satisfaction:
35% of clients find the P1 Platform "Very Easy" to use and navigate.
78% rate it as "Very" or "Fairly" easy to use and navigate.
25% find the information on the platform "Extremely Useful".
75% rate the information as "Useful" to "Extremely useful".
60% are "Happy" with their overall platform experience.
Fewer than 5% reported being "Unhappy".
These findings support James Priday’s article in Money Marketing, which highlights how both advisers and clients expect – and deserve – modern, intuitive user interfaces. Read here if you missed it above.
P1 Investment Services has been shortlisted at the Money Marketing 2025 Awards for 2 technology categories.
Best Platform
Adviser Technology Provider
We're thrilled our continued efforts are recognised by our industry peers. We're shortlisted alongside some great companies doing exciting things in our industry, so it's a real honour.
Bring on September!
And, if you're an adviser who is sceptical to industry awards, our head of marketing put together a short piece on why industry awards matter – and how they benefit the entire profession, not just the winners. Read it here.
And the investment management team didn’t miss out either, P1 Investment Management has also been shortlisted for:
Best Outsourced Investment Management
Again, we're thrilled the investment team continues to receive recognition for their hard work in delivering positive outcomes for clients.
P1's Will Dickson will be hosting our quarterly investment webinar.
In a world where tariffs are imposed one minute, removed the next, and then reintroduced shortly after, markets remain jittery. Let P1’s CIO calmly guide you through what’s happening and what it means, including how P1’s portfolios are positioned and performing.
As a bonus, the webinar will feature a deep dive on gold, led by Will, and its role in portfolios and its recent value trends. As long-term holders of the asset, we’ll explain our rationale, why we continue to hold it and how it supports portfolio resilience in volatile markets..
25th June 14:00 - Register here and stay informed.
Join us on 15 July at 11:00 for a talk from adviser business consultants Jigsaw Tree. They’ll explore the benefits firms gain from mapping their processes, spotting inefficiencies, and fine-tuning them — so you can spend less time on operational tasks and admin and more time advising clients.