P1 Platform Support
p1-im.co.uk
Investment Account Management
Client Account Management
Investment Account Management
Investments
Pensions
Cash & Assets
Payments & Withdrawals
Transfers
Fees & Charges
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P1 Platform Support
Investment Account Management
Client Account Management
Investment Account Management
Investments
Pensions
Cash & Assets
Payments & Withdrawals
Transfers
Fees & Charges
Investment Account Management
How do I create an investment account?
How do I change the model portfolio linked to an investment account?
What investment wrappers do you offer?
Can I set up more than one of the same investment wrappers?
How do I edit an investment account's details?
How do I set up a self-trade account for a client?
Investments
How can I process a bed and ISA/pension?
Does the P1 Platform offer a flexi-ISA?
Who is the ISA manager?
Do you offer a LISA?
Pensions
Do you offer prefunding on tax relief?
Do you accept Defined Benefit (DB) pension transfers?
How do I request a drawdown payment?
Do you offer Beneficiary Drawdown?
Who are the Trustees of the P1 Pension?
What is the PSTR of the P1 Pension?
What drawdown options do you offer?
Who is the Scheme Administrator of the P1 Pension?
What is the PSR of the P1 Pension?
Can my employer use my P1 Pension as my workplace pension?
Do you offer a Junior SIPP?
Do you accept transfers with a protected retirement age?
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