Who are Crown Trustees?

Crown Trustees are a specialist firm of advisers and consultants to pensions schemes and trusts offering administration, governance, consultancy and investment services that trustees, employers and pension schemes need to run their plans.

In an ever changing and more complex world, we believe that so called smaller pension schemes have a requirement to be managed in a different way to larger schemes, and as such can benefit from this approach.

By being people driven, and not system orientated, every member in the scheme can have access to a professional adviser backed up with the same level of knowledge and commitment to the respective employer, giving a combined approach to help ensure pension schemes are well run, well invested and regularly reviewed for the benefit of all.

fiananial-advisor
financial-advisor

Our focus is to develop long term relationships with the members, trustees and sponsors and as such to be able to adapt to changes in legislation, the global economic environment and underlying pension funds/assets which means that all parties can benefit from the peace of mind of knowing their long term retirement strategies are as up to date as possible.

With the use of leading-edge systems and technology to help manage this process we can provide in-depth analysis and modelling of investment scenarios and retirement forecasts.

We also believe that trustees of other assets and investments can benefit from the same approach, and have a proven track record in advising both pension and trusts over many years.

Contact us now to see how we can help you with a free no-obligation initial meeting.

Given the current Covid conditions, we recognise that this may not necessarily be appropriate to meet face to face and are happy to conduct video meetings where necessary if you would prefer.

l
Pension and Trust experts, Chartered Insurance and Pension Management Institute qualified
l
Pension schemes typically up to 250 members
l
Wide experience in all types of pension and trust planning to help you meet your governance requirements
l
Only plain English and no jargon used in all our communications
l
Specialist adviser assigned to you and the scheme members where required
l
Use of leading-edge technology and research systems
michelle king

Michael King

Michael is a Chartered Financial Planner and Independent Financial Adviser and has arranged many Group Pensions and Auto Enrolment schemes for companies and their staff.

He holds the Chartered Insurance Institute Certificate in Discretionary Investment Management and provides oversight and governance on pension scheme investment choices and performance of the investment funds within.

He also holds the Pension Management Institute Award in Pension Trusteeship which enables Michael to act as a professional Trustee for Pension schemes, Chair of Pension Trustee Boards and professional investment adviser to pension schemes.

This has given him extensive experience and knowledge and combined by taking the time to get to know clients, staff and other trustee members in schemes, a detailed understanding of the issues faced by all these different groups which can be used to develop long term working relationships.

Trusted Partners With Whom We Work

Anna Knight Associates

Anna Knight Associates

Anna Knight Associates Ltd LogoAnna Knight CMgr, FCMI is a Chartered Manager with over 25 years’ management and project work experience in the health and social care sector. Familiar with not for profit, private, charitable status and public sector delivery, Anna has previously held the role of Chair of the Dorset Care Homes Association and until 2021 managed a care home with an outstanding rating.  Anna is currently involved in the management and development of a pilot project with a Local Authority and CCG tasked with the setting up of a Trusted Assessor Scheme.

Anna has worked in mental health, learning disabilities, forensics, housing and specialist commissioning. Anna is the Director of Anna Knight Associates Ltd and works with a variety of care providers across the country delivering support with HR consultations, income, profit and void management, recruitment and retention including fee negotiations with commissioners, the NHS and Local Authority brokerage teams.

Anna has a sibling with a learning disability and has been responsible for overseeing all his healthcare and support needs for over 16 years.  This gives her significant insight into the needs of families and friends trying to plan, support and manage care needs for vulnerable adults.

Anna also works alongside a Financial Advisor and specialist legal team on trust funds and care provision for vulnerable adults.  This includes welfare checks, care and support plan inspection and assessments, financial advocacy advice etc.

Contact Anna Knight Associates

5 + 6 =