The Lewis Workplace Pension Trust (TLWPT)
How we helped TLWPT transform administration, bring operations in-house, and lay the foundation for long-term automation.
Delivery time
A complete administration transformation delivered on time,
within scope and budget.
Full
Operational independence
Seamless transition from outsourced administration to full in-house control.
Reduced administrative effort and enhanced service quality
TLWPT, a UK master trust, made the strategic decision to transition from outsourced administration to a fully in-house model — a shift that required a complete transformation of technology and processes within a fixed deadline.
Their legacy environment lacked the scalability, automation and control needed to support long-term efficiency and meet increasing regulatory expectations. With just nine months to deliver, the project demanded precision and proven expertise.
TLWPT needed a platform capable of supporting its future ambitions while ensuring a smooth and secure operational transition — and enabling streamlined core processes that benefit both employers and members on behalf of the scheme trustees. So they came to Lumera.

Laying the groundwork for transformation
From day one, the project was a deeply collaborative effort between TLWPT and Lumera. The team focused on consolidating legacy technology, redesigning core processes and establishing a fully operational administration environment, all within an ambitious timeline.
By moving to Lumera, TLWPT gained an enterprise grade, scalable platform supporting critical functions including contribution processing, fund trading automation, scheme accounting and workflow management. This shift reduced operational friction, strengthened governance and eliminated technical debt.
While these efficiency gains were significant the true transformation lay in TLWPT’s newfound operational independence.

Delivering a flexible, future-ready administration platform
Lumera’s platform provided TLWPT with the flexibility and control needed to meet scheme-specific requirements without relying on custom development. Its API-first architecture enabled seamless integration with external systems, allowing TLWPT to design the right operational model from day one.
Beyond the broader operational improvements realised earlier in the project, this architectural foundation delivered even greater strategic value. With modern lifecycle functions standardised and automated, TLWPT could shift its focus from managing legacy constraints to delivering value.
This new platform capability also strengthened TLWPT’s position across the wider pensions value chain — enhancing compliance, improving data governance and opening doors for future service innovation.

Unlocking measurable improvements and future potential
Since go-live, TLWPT has streamlined essential administration processes, from contribution validation and reconciliation to investment operations, significantly reducing effort while improving the experience for both employers and members.
The new environment provides full transparency and control over data quality, strengthening regulatory compliance and giving TLWPT a clearer platform for differentiation in a competitive market.
With legacy constraints removed, the master trust is now well-positioned to pursue future innovation, supported by Lumera’s future-proof platform.

“Becoming Lumera’s first UK client comes with the benefit of their experience from serving over 20 million members across Europe. Taking control of our administration was the next natural step,
a move greatly facilitated by this solution.”
Tim Lewis
Founder
TLWPT’s transition marks a pivotal moment: a full platform replacement delivered on time, within scope and on budget — driven by close collaboration and proven implementation expertise.
With modernised operations, strengthened governance and a flexible architecture, TLWPT has enhanced its competitive position and removed long-standing barriers to growth.
And this is only the beginning. Lumera now provides the foundation for TLWPT to continue innovating, scaling and shaping member-focused services — setting a new benchmark for modern pension administration in the UK.
The results
The Prudent Revolution
The Prudent Revolution is our model of change — transformation without disruption — tailor-made for the most complex (and most highly regulated) industry in the world.
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