19 Jun 2025

The value of adding financial coaching to your wellbeing strategy with TrinityBridge's Marcus Read

Marcus Read, director of workplace financial wellbeing for TrinityBridge  speaks at REBA’s Congress 2025.

If you are unable to see the video below, please follow the link here to view the session. 

With financial stress at an all-time high and employees looking for more personalised support, what value could a financial coaching service add to your financial wellbeing programme and how will it benefit your employees?

This session unveiled exclusive new research, conducted in conjunction with YouGov, revealing which employees would use financial coaching and for what, and how it can bridge the gap between financial education and financial advice.   

  • Understand how financial coaching complements and enhances existing financial wellbeing benefits  

  • Explore the employees that are most likely to engage and why  

  • Confirm the value employees get from financial coaching and, importantly, what they would do in its absence    

  • Examine how coaching bridges the advice gap not addressed by other benefits education   

  • Learn how financial coaching can be positioned as a strategic lever for retention, engagement and wellbeing.  

Supplied by REBA Associate Member, TrinityBridge Limited, formerly Close Brothers Asset Management

TrinityBridge has been delivering workplace financial wellbeing programmes to some of the UK’s best-known employers for over 55 years.

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