Keeping you in the loop

As previously advised the Lewis Offices were closed following the Prime Minister’s announcement introducing significant new restrictions on business activities and further guidance on social distancing.

The Health & Safety of our staff, their families and our clients was our first and foremost priority.  With all our staff working from home it has been “business as usual” for the last couple of weeks and we have been able to deliver our normal level of service.  Our team have been like graceful swans furiously paddling below the surface dealing with this extraordinary situation.

As no one knows how long the current measures will remain in place we have now moved to our second priority – ensuring that we can maintain a level of service to you our clients throughout these uncertain times.

We have taken our own financial advice and made some really tough decisions due to the significant reduction in new business.  It is not, and will never be, our intention to lose any of our most valuable assets, our people, but to make this possible we have temporarily reduced our team of advisers and support staff. 

We have placed them on furlough (a new Government job protection scheme) so they can continue to receive an income through this uncertain time. Please be assured that this process has been carried out in consultation with our entire team and they are all keen to ensure your interests are paramount. 

We also wanted to ensure that when the time is right we will be ready to help play are part in keeping the economy going and will need our experienced team to do this.

If you try to contact your normal adviser and receive an out of office reply this will contain the contact details of our authorised financial adviser directors - please do email them they will be happy to provide advice and guidance.

These are unprecedented times and our team will be doing their best to respond to you as quickly as possible, so please be patient with us.  We will endeavour to continue to be here for you, COVID-19 or not.

Please stay safe

Tim

Precautionary Office Closure

As a precautionary measure and to minimise the exposure and spread of the Coronavirus we have closed our office.  The health and well-being of our team, our clients and their families are of paramount importance to us.  In line with government guidance we have taken steps to enable our team to work from home where ever possible.

We have asked our advisers to conduct client meetings via Facetime, Skype or telephone and to stop all unnecessary travel.  Where possible correspondence will be sent by email or made accessible via our client portal.

We will continue to operate all services during this time but it may take a little longer than usual to speak to one of our team.  You can still contact us on 01202 718400.

We thank you for your understanding and patience.

Stay well and take care.

Tim Lewis

YMCA Bournemouth Big Sleep Easy 2019

On the evening of Saturday 16th November 2019, Simon Warner and David Kiss joined almost 200 staff, managers and directors from businesses and organisations across Dorset who braved the cold to take part in the YMCA Bournemouth Big Sleep Easy.  They built their own shelters out of cardboard boxes and spent the night outside at Bournemouth Sports Club.

The total funds raised, just short of £38k, will help the YMCA Bournemouth to continue in their work enabling homeless individuals to return to independent accommodation and a positive long-term future.

Donations can still be made until 31st March 2020 so if you would like to donate their fund raising pages are:

David - https://uk.virginmoneygiving.com/DavidKiss

Simon - https://uk.virginmoneygiving.com/SimonWarner11

IF YOU DO DONATE - DON’T FORGET TO TICK THE GIFT AID BOX!

A New Year and a new name for Carey Pensions

"From the 1st January 2020, we are changing our name to Options, this represents a new year and a new chapter in our growth, now as part of STM group.

Our team here in Milton Keynes thanks you for your continued support, which we value, and we promise to continue to support you too.
We’ll be launching Options to the market place in the New Year.  We encourage you to visit our new website, www.optionspensions.co.uk from 1st January.

We are confident and committed to delivering our promises to do things right.
 
If you have any questions at all, please call us on 0330 124 1510 or, after 1st January 2020, send us an email at lewis@optionspensions.co.uk and we will be happy to help.
 
We hope you have a wonderful Christmas and we look forward to working with you in the new year."
 
Christine Hallett
CEO, Carey Pensions UK

The Lewis Workplace Pension Trust (TLWPT)

The Lewis Workplace Pension Trust (TLWPT) has been granted Master Trust authorisation by The Pension Regulator

We are pleased to announce today, Tuesday 3rd September, that The Lewis Workplace Pension Trust has now been granted Master Trust Authorisation by The Pension Regulator (TPR). This means that the scheme is one of just 22 authorised schemes available in the UK!

Lewis Investment is the proud sponsor of TLWPT, and it is our underlying belief that saving alone is not enough. Therefore, TLWPT offers regulated advice to its members via the scheme sponsor Lewis Investment. We believe that every member should be given the opportunity to make informed decisions about their financial future. The TLWPT provides the whole package, by offering a low-cost pension structure, bespoke financial advice and great past performance, with differing investment solutions to suit the individual member’s needs and risk appetite. Our face to face meetings with employers and members is just one of our unique features.

TLWPT looks forward to future growth attracting new small and medium UK & International employers.

“We completely recognise that pensions are central to an employee’s long-term financial future.  We are very proud to play a part in helping our corporate clients meet their auto enrolment obligations.” said Tim Lewis, MD of Lewis Investment.

“I would like to thank everyone involved for making this possible”.

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