The Lewis Workplace Pension Scheme

Lewis Investment is proud to offer a modern and competitively costed, Master Trust with advice.

A Master Trust is an occupational pension scheme where each employer has its own division within the master arrangement.

There is one legal trust and, therefore, one Trustee Board. The Trustee retains decision making independence for each division on things such, investment funds and service providers under a trust-wide governance structure. The decisions over benefit and contribution levels typically reside with the employer. The original trust-based schemes were developed in the 1950’s. At this time, a number of insurance companies set up schemes allowing any number of employers to participate, avoiding the costs associated with an employer running its own trust-based scheme.

Governance

 

The Lewis Master Trust scheme is governed by the trustees who each ensure that the administration and investment management of the scheme is in the best interests of members.

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Trustees

 

The Trustees are ultimately responsible for all aspects of running the scheme including the administration, the investment and the governance, giving comfort to employers and members that the scheme is being well managed.

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Investment Committee

The Investment Committee monitor the market and the existing default, lifestyle and model portfolios and reports directly to the trustees with any recommended changes.

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Third Party Administrator

Carey Corporate Pensions UK Limited is the Scheme Administrator.

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Appointed Scheme Advisor

Lewis Investment is the scheme sponsor and appointed financial adviser for the scheme.

Founded in 1987 Lewis' are a privately owned, Poole based firm of independent financial advisers, who are directly authorised and regulated by the Financial Conduct Authority ('FCA').

As well as taking part in the investment committee they also provide in-house support to the participating employers and their employees.  Lewis' dedicated Workplace Pension Team is there not only to manage and invest the scheme's funds but also to provide advise and assistance to Members.

Lewis offer a full suite of financial planning and provide further information covering all aspects of the scheme; this available on their website.

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