P1 Platform

P1 is an open-architecture, cloud-based advised platform which provides its own GIA, ISA, JISA and Sipp as well as a number of third-party products. The platform is digital-only and advisers can link software, such as back-office ststems and cashflow planning tools, to the platform. It allows white-labelling of platforms and access to its Managed Portfolio Service and Bespoke Investment Service, managed by P1’s investment team.

Visit The Website

Available products & wrappers

General investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Other

						Various products available via third-party providers

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

				Overseas Equities available

Table of charges

	Platform charges	Product charges
0-£1,000,000	0.15%
£1,000,000 +	0.00%
SIPP		£50 + VAT (Accumulation) £125 + VAT (in Drawdown) £100 + VAT per UFPLS per year

Research, tools and information

Reporting suite

The P1 Platform has launched a proprietary reporting suite which allows advisers using the platform to create customisable reports, including performance reports where a range of benchmarks can be selected to graph against real portfolio performance data over any timeframe. The performance report can display cumulative and discrete monthly performance data, alongside asset allocation, geographical and sector breakdowns. The reporting suite includes high-level management information, valuations, capital gains tax reports, and ISA allowance reports.