TrinityBridge Seminars
TrinityBridge being used for Financial Education Programme
The University of Warwick Pensions Team have engaged TrinityBridge (formerly Close Brothers) to provide retirement seminars as part of its financial education programme to assist employees at the University.
They have delivered workplace financial education for over 50 years and are trusted to deliver fully holistic from hire to retire services to over 250 of the UK’s best-known organisations.
The retirement seminars can either be a whole day face to face event, or they can be hosted virtually. Pre-recorded videos covering the following topics will be made available to employees who book onto the webinars through the Virtual Retirement Hub:
- Planning a positive transition
- Adapting to a different lifestyle
- State entitlements
- Will and Estate planning
Face to face whole day events will be taking place on the following dates:
Friday 3rd October 2025 - 8.30am to 5pm - Scarman
An online webinar focusing on the financial aspects will be taking place on the following date:
Wednesday 30th July 2025
Numbers are limited, so you will need to register at the following link.
The examples and information provided by TrinityBridge are strictly for illustration purposes only and should not be treated as financial advice. The information they provide is used to demonstrate different scenarios which may apply and is being provided as part of the financial education programme. If employees are unsure of what decisions to make about their own financial situation they may wish to seek independent financial advice.
TrinityBridge Disclaimer
The material is intended for you and must not be shared with anyone either inside or outside your organisation without prior permission from ourselves.
This material is for information purposes only. It is not intended to be relied upon to make any investment decision. Although the information herein has been obtained from sources believed to be reliable, neither TrinityBridge or any of its employees guarantee its accuracy, completeness or fairness. The most recent data has been used where possible. Except in so far as liability under any statute cannot be excluded, no member of TrinityBridge accepts liability (whether arising in contract, tort or negligence) for any error or omission in this document.
The information contained in this presentation is believed to be correct but cannot be guaranteed where data is sourced from third parties. Opinions constitute our judgment as at the date shown and are subject to change without notice. This document is not intended as an offer or solicitation to buy or sell securities, nor does it constitute a personal recommendation.
- Past performance is not a reliable indicator of future returns.
- No investment, or investment strategy, is without risks. The value of investments will go up and
down and clients may get back less than invested. - Any tax benefits depend on individual circumstances. Tax rules are subject to change.