PROGRESS

The final email before Christmas!

As we're sure you have plenty on your mind right now, we'll keep it short and sweet.

Holiday opening hours:

• 23rd Dec (Monday):                9am - 5pm
• 24th Dec (Christmas Eve):     9am - 3pm
• 25th Dec (Christmas Day):     CLOSED
• 26th Dec (Boxing Day):          CLOSED
• 27th Dec (Friday):                   9am - 5pm
• 30th Dec (Monday):                9am - 5pm
• 31st Dec (New Year's Eve):    9am - 3pm
• 1st Jan (New Year's Day):      CLOSED
• 2nd Jan (Tuesday):                 9am - 5pm

November 2024 Updates:

Platform:

• 🧏♂️ Self-serve payment expectations deletion
• 💷 Withdrawal Sustainability Report
• 💻 One for the diary - Jan 16th - P1 presenting on Platform Due Diligence at Verve GROW Webinar

Investment Management:

• 💰 P1 Ethcial World Fund now on Interactive Investor
• ✔️ P1 Investment Management now available on Platform One
• 📊 P1 Q1 2025 Macro Outlook - download report

Have a great Christmas and Happy New Year.

P1 Investment Services

UPDATES:

❌: Self-serve delete payment expectations

Users can now delete payment expectations for bank transfers directly through the professional portal, eliminating the need to request deletions through the team. This update is part of our ongoing effort to enable you to manage client accounts more independently.

📄: Withdrawal Sustainability Report

This new report in Report Pilot is designed to provide critical insights into the sustainability of your clients' withdrawal rates, offering valuable support for planning retirement income longevity. The report identifies clients with regular withdrawals from their accounts, whether pensions, ISAs, or GIAs, and provides details such as:

• Regular withdrawal amount
• Account Cash Reserves
• Total account size
• Auto-divestment status
• Estimation of how many months current rate of withdrawal rate can be sustained.

Accounts with less than three months of sustainable withdrawals at the current rate are flagged for your attention.

If you’d like to see the report in action or book a session with our team to learn more, get in touch using the details below.

💻: Verve GROW Webinar: Platform Due Diligence

P1 have teamed up with Verve Group to deliver one of their GROW webinars. We'll be talking all things platform due diligence. The learning outcomes are: 

• Understand the different third-party platform review systems and how they influence outcomes.
• Understand what the filters and terms on the review tools really mean. The tools streamline due diligence, but advisers need to know what’s underlying and what’s important when taking shortcuts.
• Identify good platform due diligence and how to do it if you’re not using third-party tools.
• Explain the roles of segmentation, Consumer Duty, and frequency in platform due diligence.
• Differentiate due diligence in the face of business needs and clients’ needs.

So, join us on the 15th Jan by registering your place and learn all things platform due diligence. 

UPDATES:

🤝 P1 Ethical World Fund now on Interactive Investor

• P1’s Ethical World Multi-Asset Fund is now available on Interactive Investor. This fund adheres to the highest ethical standards, featuring a dedicated allocation to sustainable energy and is 100% fossil-free divested. To learn more about the fund, contact Jonathan Richards for further information or to discuss investment opportunities.

💰P1 Investment Management on Platform One

• Due to demand, P1 portfolios are now available on Platform One. We'll start with a limited number of portfolios but can expand this on request and are also able to launch our Mandated Model Portfolio Service on the platform as well. If you are a Platform One user and would like to learn about P1 Investment Management services, please contact Jonathan Richards . 

P1 Q1 2025 Quarterly Macro Outlook

• P1's CIO, William Dickson Chartered FCSI , reviews the last quarter of the year and the big news that was Trump's election victory, looking at how market absorbed this and what it means for the coming year. Read the full review here.