New Director Appointment

New Director Appointment

We are delighted to announce the appointment of Sophie Potts as the new Compliance Director of Lewis Investment.  Sophie assumed her new post on 1st January 2024 following approval from the Financial Conduct Authority.

Sophie brings a wealth of experience from her previous employment as an Area Quality Development Manager for Mortgages within a high street bank.  She has progressed, within Lewis Investment, from a paraplanner, attaining the required qualifications, to becoming a qualified adviser, Dip PFS and then on to Compliance Officer.

Tim Lewis, Managing Director remarked:  “I am delighted that Sophie has accepted our offer to join the Lewis Board.  We encourage the personal development of all our employees and Sophie is a shining example of just how far hard work and dedication can take you. 

Fellow directors Fiona Garvey, Annabel Donne, Lee van Hoyland and Simon Warner all welcome Sophie to the Lewis Board.

Sophie Potts, Compliance Director

Sophie Potts, Compliance Director

Commenting on her appointment Sophie said: “I am delighted to be joining the Board of Directors and very much look forward to helping shape the future of Lewis Investment and developing our services”

TLWPT Good News!

The Lewis Workplace Pension Trust

Good News!

We are delighted to attach the charts from the April 2023 edition of Corporate Adviser, showing TLWPT at the top of the charts (1 year and 5 years to retirement). Good news for our Members!
 
Equally significant is the return for younger savers at 28.30% over the last 5 years and achieving fourth place over 1 year for younger savers (our Default 1 fund) with a return of -5.2%.

These results are impressive considering the significant losses of most of the Master Trusts in the last 12 months, with NEST at  -9.18% and NOW pensions at -19.80%.
 
The independent commentary on the last page states 'the derisking strategy has delivered particularly impressive returns over the past year, when many defaults have seen significant losses in the run up to retirement’.

 

 

'A very well done to all the team, the Trustees and the Investment Committee - it's great seeing all their hard work being recognised.'
Tim Lewis
Managing Director
Lewis Investment

TLWPT has top result again!

TLWPT has top result again!

We are delighted that the latest Corporate Adviser Pensions Average (CAPA) shows The Lewis Workplace Pension Trust (TLWPT) Default 4 fund came out top again for the 2nd quarter running (for the risk/return data over one year to the end of Q3 September 2022, for an older saver, with 5 years to State Pension Age, 1 year annualised). 

Also, our default fund for younger savers, 30 years from retirement, 3 year, annualised has come out 4th ahead of a number of large established workplace schemes.

The results are based on the average performance over the period for all schemes for which data is available.

If you would like to know more about The Lewis Workplace Pension Trust visit their website at www.lewismastertrust.co.uk/

Consumer Duty Update

Consumer Duty Update

The FCA has launched a new regime to support and develop firm-client relationships, called The Consumer Duty. This new regulation will lead to a major shift in financial services as it sets out higher expectations and clearer standards for regulated firms. While we are confident that achieving ‘good consumer outcomes’ is already hard wired into our day-to-day operations, there is always room for improvement. As such, we will be making some substantial changes to our business to improve how we work with you. These changes may result in some adjustments to the services we provide to ensure we can maintain the level you have come to expect.
 
While reviewing our products and services, we aim to resolve any issues as quickly as we can as we move through this process. We appreciate many companies may ask you for feedback or to complete a survey which can be annoying, but should you receive a request from us in the coming months, please respond if possible as your feedback is invaluable and highly appreciated.
 
We welcome and embrace these changes and intend to fully play our part in improving the Financial Services Industry. This will result in enabling good financial decisions, vital for financial wellbeing, and we look forward to working with you under the new consumer duty rules.

 

 

 

Consumer Duty

Something to Shout About

SOMETHING TO SHOUT ABOUT!

TLWPT comes Top of Workplace Pension Schemes for their Default 4 Fund

 

The press has recently reported that due to the turmoil of recent months and the losses to savers, those approaching retirement have been worst hit; the younger savers having longer to recover.

We are delighted that the latest Corporate Adviser Pensions Average (CPA) dataset which shows that the TLWPT Default 4 fund came out top (to year end 30th June 2022) for savers one day from state pension age, before charges are deducted.  TLWPT Default 1 fund was positioned 4th out of all mastertrust schemes with one year performance to 30th June 2022.

Together with our team of advisers we never forget that the funds in our care belong to our members.  Using a common-sense approach, we always strive to protect your benefits as if they were our own.  When building our default portfolios, whether for those just starting out with pension savings or for those closer to retirement we endeavour to anticipate possible deviations in the market.

It is satisfying to see that our strategy has preserved wealth for members approaching retirement during challenging times and validated the knowledge, skill and experience of our team who continually manage the risks when dealing with our members’ benefits.

If you would like to know more about The Lewis Workplace Pension Trust visit their website Home - TLWPT (lewismastertrust.co.uk).

Source: Corporate Adviser Magazine September 2022

Bournemouth YMCA Big Sleep Easy 2022

Raising awareness of the hardships of homelessness

This Saturday 15th October, a team from Lewis Investment, together with other local businesses, will be taking part in the Big Sleep Easy event supporting YMCA Bournemouth.  The funds raised are to help them to continue in their work enabling homeless individuals to return to independent accommodation and a positive long-term future.

Our team will be building their own shelters from cardboard boxes and spending the night outside, albeit in a safer environment than thousands living on the streets.

We wish every success to the many businesses taking part and hope the weather is kind.

If you would like to donate, please CLICK HERE

DON’T FORGET TO TICK THE GIFT AID BOX IF YOU ARE A TAXPAYER TO ADD AN EXTRA 25p FOR EVERY £1 DONATED !

Her Majesty Queen Elizabeth II

Her Majesty Queen Elizabeth II

We are extremely saddened by the death of Her Majesty the Queen. She faithfully served the nation as our Sovereign, putting duty first, during her long and glorious reign.

We send our sincere and heartfelt sympathy to the Royal Family.

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