Welcome to the March P1PELINE. February brought some great independent recognition for our portfolios, and with April 5th approaching faster than expected, we've got everything you need for a smooth tax year end.

Also, CIO Will Dickson shares his latest thoughts on what the evolving US-Iran conflict means for markets.

Investment News 

Escalating conflict between the US, Israel, and Iran is having significant implications for global markets, with particular attention on the Strait of Hormuz, a critical chokepoint for around one-fifth of the world's oil supply.

Market movements have so far remained measured. Oil and gold prices have risen, while equities and bonds have held broadly steady. The situation, however, remains fluid, and the question of whether oil could push past $100/barrel depends heavily on how events develop.

Our latest commentary looks carefully at both scenarios and what they may mean for portfolios, as well as why thoughtful diversification remains an important consideration in uncertain times.

Read the full commentary

MPS Comparator Award

We've been shortlisted for the Defaqto MPS Comparator Awards 2026, and our Asset Tracker models are confirmed Highly Commended at minimum, placing them in the top 2% of the entire UK platform MPS universe. Independent recognition. Top 2%. We'll take that.

Morningstar Ratings

More good news for our portfolio range. We're pleased to share that nine P1 Investment Management portfolios have achieved 4 and 5 star Morningstar ratings.

Our P1 Asset Tracker Adventurous and P1 Asset Tracker Moderate have reached 5 star ratings, putting them in the elite top 10% of the 1,500 listed portfolios. A further seven portfolios across our Asset Tracker, Responsible, and Wealth Accumulator ranges earned 4 stars, landing in the next 22.5%.

These ratings reflect genuine, risk-adjusted performance.

Learn more about our 4 and 5 Star Portfolio Range

Platform News

Tax Year End Hub

April 5th is closer than it feels. With Easter falling immediately before tax year end this year, the window to get everything settled is tighter than usual. Early submissions make everyone's life easier, here are the key dates to keep in mind:

27 March: Bed & ISA instructions deadline 2 April: Funding expectations to be logged 5 April, 23:59: All payments must be received

Everything you need, dates, deadlines, and practical guidance — is on our Tax Year End page.

Visit our Tax Year End Hub