Nova Parkway 78 – Fully Subscribed

Hillside House is an attractive detached office building, prominently located on the corner of a desirable business park within walking distance of Bristol Parkway rail station, with a current fastest journey time to London (Paddington) of 86 mins with anticipated reduction to 79 mins following electrification at the end of this year. Other tenants on the park include The MOD, Handelsbanken, Gleeds and Cunningham Lindsay. The park also includes a Virgin Active Health club and local shopping parade, both within a short walk of the building.

 

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’.

Nova BIA 77 – Fully Subscribed

Prominently located on Aviation Park West, adjacent to Bournemouth International Airport, the 2 buildings were constructed in 2002 by respected builder ‘Glossbrook’ and comprise; Winchester House a modern production facility with ancillary offices extending to approximately 17,200 sq ft and Loewy House a modern open plan office building, over 3 floors, designed to be easily capable of sub-division. The building extends to approximately 26,380 sq ft.

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