TRUSTEE OPPORTUNITY 

Help shape the future of The Lewis Workplace Pension Trust

We are seeking to appoint a new non-affiliated Trustee to join our Board.

This is an opportunity to contribute your experience, independent judgement and commitment to good governance while helping safeguard the long-term interests of Scheme members.

Applications close 30 October 2026

Regulator introduces rules around accessing pension benefits

The Pensions Regulator has introduced the requirement for us to offer Pension Wise appointments for members who wish to

  • access their pension benefits or,
  • to give details of how to do so if the member declines the offer or,
  • we are unable to book a suitably convenient appointment.

This will apply to members who want to access their pension benefits or transfer their benefits to another scheme.  As such all members should be aware access to benefits cannot proceed until we have confirmation that the member has received guidance or opted out from receiving it.

Our pledge to combat pension scams

Why Us?

  • Dedicated & Customer Oriented

    Our team is dedicated to providing clients with a first class service where the members best interests are at the heart of what we do.   We grow the business effectively while always maintaining the quality of the client service being delivered.  We encourage members to engage so if you have any comments on the scheme or website please contact us.

  • Cost Effective & Inclusive
     

    To offer a cost effective, safe and Auto Enrolment compliant solution for all our clients to save for retirement.

  • Member Advice Included
     

    Our, face-to-face, bespoke regulated advice, provided by FCA regulated Lewis Investment, for both employers and members is just one of our unique features.  Members are invited to a free retirement review as part of the employee benefits offered by their employer.  Already a member?  Call our team today to arrange your review:  01202 738650

  • Innovative & Compliant

     


    We ensure that The Lewis Workplace Pension Trust is fully compliant with current legislation and requirements of The Pensions Regulator.  Ensuring that the most effective IT and marketing solutions are adopted and that they are maintained in a secure environment.

"For my whole working life it's been great to know that whenever I need something on the financial side of my business or personal life I can trust the team at Lewis to organise it for me.  So it was when I needed to set up a workplace pension, we are a very small company but the team looked after everything from start to finish and took whatever time was needed with each employee regardless of how small their contribution."

Simon Tolson - RUMSEY of Sandbanks

 

 

 

Companies that trust us

PRESS RELEASE: TLWPT embraces digital innovation to enhance member and employer experience
London, October 14, 2025
Administration Transition - Now Complete
We’ve moved to a new administrator to improve our service. Your pension benefits are not affected.
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