WTW launched Via Retirement in the US on October 26, 2026, expanding its wealth business with a service designed to help eligible individuals plan their transition from saving for retirement to drawing income.

Key Takeaways

  • The service combines retirement scenario modeling, investment advice and access to an annuity marketplace.
  • Eligibility requirements apply, and the service is not available to all members of the public.
  • A WTW affiliate earns a commission when a referred client purchases a fixed annuity.

What Via Retirement offers

Via Retirement brings together real-time scenario modeling, access to investment model portfolios and personalized advice from investment adviser representatives. It also offers a marketplace of annuity products supported by insurance brokers.

Users can assess how retirement timing, spending, goals and income sources may affect their financial strategy. The platform is intended to help with decisions such as whether to roll retirement-plan savings into an individual retirement account and how to allocate assets.

WTW said the offering extends its services beyond the accumulation of retirement savings. Julie Gebauer, president of Health, Wealth & Career at WTW, said the service addresses the need for support during the transition into retirement.

Eligibility, fees and limitations

Via Retirement is subject to eligibility requirements and is not available to all members of the general public. WTW said users do not have to purchase products to receive investment advice.

Willis Towers Watson Securities provides the investment advisory services and digital platform. When a recommended asset allocation includes fixed annuities, it refers the client to an agent at affiliated insurance brokerage Towers Watson Retiree Insurance Services, which earns a commission on a resulting sale. Fixed annuity transactions are separate from the advisory firm's fees and services.

Projections and financial illustrations rely on assumptions and user-provided information and do not guarantee results. Investments can lose value, and investments and annuities may not be suitable for everyone. Ongoing monitoring and discretionary investment management are available only after a client enters into the applicable advisory agreement.

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