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Spring newsletter

Date post: 17-Feb-2017
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THE CAPTAIN’S LOG Issue 10|Spring 2016 Auto-Enrolment| New Team Member| Sports Team Sponsor| Vlog Auto-Enrolment Seminar On the 11 th of February, Navigator held a seminar at the Belmont Hotel in Banbridge with the aim of educating local business owners on Auto – Enrolment. Geoff Clarke from Xafinity and Iain Ferguson from the Workers Pension Trust were in attendance to offer expert advice on the subject. Geoff spoke about the rules and regulations surrounding Auto-Enrolment, the employer’s obligations and how to implement them. Iain then spoke about the role of the Workers Pension Trust and how it operates. Sponsorship Deal At the start of the season, Navigator became proud sponsors of Kilkeel Hockey Club. The 2XI team’s kit is sponsored by the company, and Navigator are delighted to be able to support a local club in the community. We would like to wish the teams all the best for the remainder of the season. Investment issues As many of you will have noticed, over the last 6 months the markets have been fairly poor. We are aware that this can be a worry to some, but we would like to Navigator were delighted to host a meeting of the EBIS group earlier in the year. The EBIS group meets regularly to discuss the latest thinking in investment research and how this might help their clients, and EBIS Group Investment Strategy Meeting held at Navigator
Transcript
Page 1: Spring newsletter

THE CAPTAIN’S LOG

Issue 10|Spring 2016Auto-Enrolment| New Team Member| Sports Team Sponsor| Vlog

Auto-Enrolment SeminarOn the 11th of February, Navigator held a seminar at the Belmont Hotel in Banbridge

with the aim of educating local business owners on Auto – Enrolment. Geoff Clarke

from Xafinity and Iain Ferguson from the Workers Pension Trust were in attendance to

offer expert advice on the subject. Geoff spoke about the rules and regulations

surrounding Auto-Enrolment, the employer’s obligations and how to implement

them. Iain then spoke about the role of the Workers Pension Trust and how it

operates.

Sponsorship Deal

At the start of the season, Navigator became proud sponsors of Kilkeel Hockey Club. The 2XI team’s kit is sponsored by the company, and Navigator are delighted to be able to support a local club in the community. We would like to wish the teams all the best for the remainder of the season.

Investment issues

As many of you will have noticed, over the last 6 months the markets have been fairly poor. We are aware that this can be a worry to some, but we would like to reiterate that the markets behave in a cyclical fashion, and that the rise and fall are all part of the cycle. In fact, they are beginning to level out as we speak, and we are hopeful that this will continue.

Navigator were delighted to host a meeting of the EBIS group earlier in the year. The EBIS group meets regularly to discuss the latest thinking in investment research and how this might help their clients, and to share ideas about best practice in financial planning.

EBIS GroupInvestment Strategy Meeting held at Navigator

Page 2: Spring newsletter

Another new addition… In January, Mark Buchanan came on board the Navigator team as a new Financial Planning Analyst. We asked him a few questions about how he is getting on.

Q1 - What do you enjoy about Financial Planning?

As I came straight from school, I didn't know much about financial planning. Since joining Navigator every day is a learning curve for me, which is more enjoyable than you'd think.

Q2 – What is it like to work for Navigator?

Working for Navigator is key experience that cannot be bought, and I have learned that planning and organisation is key when it comes to dealing with money. If you are able to manage your finances/money then it will help you to live a life you can afford.

Q3 - What are your plans for the future?

My plans for the future are still unknown: I am currently on a gap year between school and University. Working for Navigator has helped me to reach a decision to continue in the maths/finance route in life.

Tweet All About It

Some of our favourite tweets from the last few months:Destination FP@DestinationFPIt's never too early to think about retirement - Start saving early, so you can retire when you want to.

Richard Branson @richardbransonNot being able to quit your job shouldn’t mean you have to quit your dreams.

Entrepreneur@EntrepreneurHaving a happy workplace is tantamount to doing great work.

Tweet us at:@davidcroziercfp@DRkirkpatrick@franknolan3@DestinationFP 

Navigator Financial Planning Ltd12 SeaviewWarrenpointCo DownBT34 3NY

Tel. 028 3085 1199Email. [email protected]

Online Vlog

Destination shoot short advice videos

Recently, Destination Financial planning has been posting short, informative videos on their Facebook Page. These videos (hosted by Dale) are an effort to enlighten viewers to the various ways to maximise their financial productivity. To see more, please visit our Facebook page at https://www.facebook.com/destinationfp.


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