WTW expands wealth businesses with launch of Via Retirement

NEW YORK, October 26, 2026 – WTW (NASDAQ: WTW), a leading global advisory, broking and solutions company, today announced the launch of Via Retirement^[1], expanding its wealth business into the growing market for financial solutions in retirement. The new offering being made available in the US market brings together WTW’s deep retirement and investment expertise with personalized advice and technology, extending the company’s capabilities across the retirement lifecycle from savings accumulation through the transition into retirement.

As defined contribution plans have become the primary source of retirement savings for millions of workers, demand is growing for solutions that provide individuals with the option to convert accumulated retirement-focused investments into sustainable retirement income. While employers have invested significantly in helping employees save, much of that support ends when individuals retire from a company and enter a fragmented retail market. Via Retirement positions WTW to address this underserved need while helping employers extend the value of their retirement programs.

“Via Retirement builds on WTW’s decades of success supporting individuals to improve their financial security,” said Julie Gebauer, President of Health, Wealth & Career at WTW. “By combining our retirement and investment expertise with personalized advice and intuitive technology, Via Retirement addresses the growing market need to support the transition from retirement savings to living in retirement.”

Via Retirement brings together real-time scenario modeling^[2], access to investment model portfolios, and personalized investment advice^[3] by investment adviser representatives, and a marketplace of annuity products^[4] supported by insurance brokers. Individuals can evaluate how decisions about retirement timing, goals, spending and income sources may affect their financial strategy and compare a range of retirement investment and income options in one place.

Via Retirement strengthens WTW’s proposition across the full retirement lifecycle, bringing together its capabilities with the goal of helping clients address evolving retirement needs and support better outcomes. Learn more about Via Retirement.

About WTW

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help organizations sharpen their strategy, enhance organizational resilience, motivate their workforce and maximize performance. Working shoulder to shoulder with our clients, we uncover opportunities for sustainable success and provide perspective that moves you.

Footnotes

1. Via Retirement by WTW is the brand name of the combined investment advisory and fixed-insurance brokerage products and services that are offered by Willis Towers Watson Securities, LLC (“WTWS”) and Towers Watson Retiree Insurance Services, Inc (“TWRIS”). Investment advisory services, including the Via Retirement digital platform (the Platform”) and investment advice provided on the Platform, are offered and provided by Willis Towers Watson Securities, LLC (“WTWS”), an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training and does not constitute SEC approval, endorsement, or recommendation. WTWS provides investment advisory services to Clients through the Platform, combining a web-based financial planning and asset allocation tool with individualized guidance provided to Clients by investment adviser representatives (“IARs”). The Platform is intended to help Clients manage the complexity of retirement decision-making including whether to roll over their retirement plan into individual retirement account(s) (“IRA(s)”), establish an asset allocation appropriate to their risk and return objectives, and implement that allocation efficiently. WTWS and Towers Watson Retiree Insurance Services, Inc., an insurance brokerage firm (“TWRIS”), are commonly owned affiliates, and when a client’s recommended asset allocation includes a general allocation to fixed annuities, WTWS refers the Client to a TWRIS insurance agent to evaluate whether to purchase a fixed annuity, consistent with the Client’s best interest, a service for which TWRIS earns a commission on the resulting sale. Fixed annuity transactions are not purchased through or part of WTWS’ advisory fees or services. Via Retirement by WTW is subject to eligibility requirements and is not available to all members of the general public. Purchase of products is not required to receive investment advice. Investments and annuities involve risks and may not be suitable for everyone. Investments will fluctuate and may lose value. Return to article undo
2. Retirement projections are provided for informational purposes only, allocation advice results, income estimates and other financial illustrations are projections based on assumptions built into the project models and information provided by the user, may not reflect all relevant financial circumstances, and do not guarantee future results. Actual outcomes may differ materially. Information provided through the Platform is intended to support retirement-financial decisions. Neither the platform, service center representatives. Investment advisor representatives, nor insurance brokers provide legal, tax, or accounting advice.  Service center representatives also do not provide investment advice or recommendations. Ongoing monitoring, discretionary investment management, and other advisory services are available only after you become a WTWS client and enter into the applicable advisory agreement with WTWS. Return to article undo
3. Retirement outcomes are not guaranteed and will vary based on individual circumstances, financial decisions, investment performance, market conditions, and other factors. Return to article undo
4. Products available through Via Retirement may be offered by affiliated or unaffiliated providers. Additional information regarding fees, compensation arrangements, conflicts of interest and product-specific disclosures will be provided before any purchase decision is made. Return to article undo