P1 Investment Services | Advice, Not Admin

Supporting advisers to meet Consumer Duty with confidence.

The FCA's Consumer Duty rules (July 2023) raised the bar on the standard of care advice firms must provide, placing client outcomes at the centre of every stage of the product and service journey. At P1, that focus has always shaped how we work, and we're here to help you meet your obligations with clarity.

The FCA’s Consumer Duty rules (July 2023) raised the bar on the standard of care advice firms must provide, placing client outcomes at the centre of every stage of the product and service journey. At P1, that focus has always shaped how we work, and we’re here to help you meet your obligations with clarity.

What does Consumer Duty mean for your business?

To comply with Consumer Duty, firms must:

Provide clear information

Clients receive clear, timely and understandable information, so they can weigh their options and make informed, effective decisions at every stage.

Offer responsive support

Help is accessible and responsive throughout the client journey, not just at the point of sale, so no one is left without answers when they need them.

Enable easy switching

Switching or cancelling a product is as straightforward as buying it, with no barriers, friction or hidden hurdles standing in the way.

The Four Outcomes

Consumer Duty is built around four key outcomes. The P1 Platform is designed to support all of them.

01 · Products and Services

Delivering good outcomes

The P1 Platform is built for UK investors with medium to long-term goals, using regulated investment products and services. It suits a wide range of client needs and offers a cost-effective solution across different investment scenarios.

Open accounts quickly
Access a broad range of tax wrappers
Manage investments efficiently, advised or discretionary
Fully paperless onboarding and transfers

02 · Price and Value

Demonstrating fair value

The platform delivers strong value for money without compromising on functionality or service, with pricing and outcomes kept under regular review.

Transparent, competitive pricing
Ongoing monitoring to ensure fair value
Continuous improvements to client outcomes

03 · Consumer Understanding

Clear and simple communication

Clients can always understand the information they receive, with clear reporting and plain English throughout.

Plain English across all documentation
Clear, relevant reporting
A simple, easy-to-navigate interface
No unnecessary complexity or jargon

04 · Consumer Support

Responsive and accessible service

Clients get the support they need at every stage of their journey, freeing you to focus on their financial goals.

Fast response times
Clear, effective communication
High service standards
Reduced admin burden for advisers

An opportunity, not just an obligation.

Consumer Duty is a chance to improve and evolve your business. Handled well, it strengthens the things that set good firms apart. At P1, we're committed to helping you embrace these changes and deliver consistently good outcomes for your clients.

Consumer Duty is a chance to improve and evolve your business. Handled well, it strengthens the things that set good firms apart. At P1, we’re committed to helping you embrace these changes and deliver consistently good outcomes for your clients.

Consumer Duty

How we support advisers.