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.

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.

Nova Friary 75 – Fully Subscribed

In the centre of the Welsh Capital City of Cardiff in a prominent leisure location. The property is opposite the Hilton Hotel and a 5-minute walk from the Principality Stadium (previously The Millennium Stadium) which has a capacity of 72,500. The two modern well-lit leisure units are arranged over the ground floor totalling 14,864 sq ft with total rent passing at £269,000 per annum.

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