The Lewis Work Place Pension achieves Master Trust Assurance Framework accreditation from The Pension Regulator

The Scheme Trustees and the Workplace Pension team are delighted to announce that the Lewis Workplace Pension has obtained Master Trust Assurance Framework (MAF) accreditation and have been added to The Pension Regulators published list of approved pension schemes.  To view the full list of accredited scheme's click here.

The Lewis Workplace Pension was established to provide an auto enrolment solution for our Corporate clients and the team have worked hard to achieve this accreditation.

This voluntary framework was developed by the Institute of Chartered Accountants in England and Wales (ICAEW) in collaboration with The Pensions Regulator to help employers identify schemes that have been measured against ‘control objectives’ relating to governance and administration.

This achievement demonstrates the scheme’s ability to meet the high standards set out by the Pension Regulator and the commitment to ensure that these standards are maintained in the future.

If you want to know more about the scheme please visit our Lewis Workplace Pension Pages.

Announcing the Appointment of Simon Warner as a Director of Lewis Investment

The board of Lewis Investment are delighted to announce the appointment of Simon Warner as a Director of the Company with effect from 2nd May 2018.

Simon has been working with us as a Financial Adviser since March 2011 and will continue to work closely with his clients.   In his new role Simon will also be responsible for technology, co-ordinating IT Activities and developments to ensure that we keep up with the ever-changing technological landscape.

Please join us in congratulating Simon on this appointment.

Changes at Cofunds

Following the acquisition of Cofunds from Legal & General by Aegon on 1st January 2017. Investors will have received correspondence advising them of the change and providing the new Terms and Conditions which took effect from 30th April 2018.

A further change will be the upgrade from the Cofunds platform to the Aegon platform. These changes will be visible online and on the first statement provided following the upgrade which is due to take effect on Tuesday 8th May.

The intention is that at the end of the journey investors will have access to a financial planning platform with a wider investment choice and enhanced online functionality that’s simple, powerful and intuitive to use.

Please note that your portfolio is unaffected and will remain invested throughout the upgrade.

About Aegon

For 186 years, Aegon have been helping people take responsibility for their financial future.

Their business began when Scottish Equitable was founded in Edinburgh in 1831. Who then became part of Aegon in 1994. Currently, they support 2 million customers across the UK and 26 million worldwide, who entrust them with over €815 billion of savings and investments

Although the platform is changing and will look different Aegon are committed to investing in the service and will be making new feature and investment products available in the future.

If you access your investments online you should have received instructions on how to get started on the Aegon platform; if not click here.

Please note their change of address:                 

Aegon Cofunds Administration

PO Box 17491

Edinburgh EH12 1PB

Our Continued Support

Aegon and Cofunds have kept us informed and updated throughout the journey and we are excited at the prospect of new investment products for our clients and a wider investment choice.

We will continue to monitor the services and performance provided and are happy to continue to support Aegon/Cofunds for the foreseeable future.

If you have any questions or concerns please contact your adviser here at Lewis’.

Lee van Hoyland to speak at the Assurance Summit 2018

Lee will be speaking on day three of the Assurance Summit taking place on 26th February and running for five days. 

Lee's topic:

"Proving smaller master trusts are a key part of the solution for automatic enrolment”.

The case for the ability of smaller master trusts to get better outcome for members whilst demonstrating high standards of governance and robust funding, operations and communications.

30 Years! – A message from Tim Lewis

“2017 marks a special year for us. We are proud to celebrate 30 years of service, something we would not have achieved without the continued custom and support from our valued clients. I would like to take the opportunity to say ‘thank you’ to them, they have contributed to our success and I appreciate their loyalty, trust and support.

To our staff, for your commitment, dedication and loyalty I am truly grateful. I personally want to thank you for your devotion and passion in all that you do.

From the modest beginnings in 1987 the company has grown beyond all expectations. Over the last 30 years the business has seen and endured many challenges and changes. We have grown with our clients and I am extremely proud of what the company has achieved and have some exciting plans for the future.

I hope that our commitment to service, our strong belief in forging strong relationships and our integrity continues to help our business for the next 30 years!”

Tim

Congratulations to Lee van Hoyland

 

We are delighted to announce that Lee van Hoyland has been awarded a prize for the best performance among those Insurance Institute of Bournemouth students completing their Advanced Diploma in the PFS examination in 2016.

Lee collected his certificate at the Annual Dinner on Friday 31st March 2017 at the Vitality Stadium in Bournemouth.

I’m sure everyone will join us in congratulating Lee on this achievement.

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