Product Launches
WTW Launches Via Retirement, Combining Advice, Portfolios and Annuities
By News Desk ·
Key takeaways
- WTW launched Via Retirement in the US on October 26, 2026, extending its wealth business into retirement financial solutions.
- Via Retirement combines real-time scenario modeling, investment model portfolios, personalized advice from investment adviser representatives and an annuity marketplace supported by insurance brokers.
- Julie Gebauer, President of Health, Wealth & Career at WTW, said the offering addresses the growing market need to support the transition from retirement savings to living in retirement.
WTW launched Via Retirement in the US on October 26, 2026, extending its wealth business into financial solutions for people entering retirement. Stock Titan reported the launch, which brings together investment advisory, annuity products and personalized advice.
What Via Retirement Offers US Workers
Via Retirement is available in the US market and combines WTW's retirement and investment expertise with personalized advice and technology, extending the company's capabilities from savings accumulation through the transition into retirement. The offering includes real-time scenario modeling, access to investment model portfolios, personalized investment advice by investment adviser representatives, and a marketplace of annuity products 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. WTW said the offering is subject to eligibility requirements and is not available to all members of the general public, and that purchase of products is not required to receive investment advice.
"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."
WTW said the offering aims to help employers extend the value of their retirement programs as defined contribution plans have become the primary source of retirement savings for millions of workers. The company said much of that employer support ends when individuals retire and enter a fragmented retail market.
WTW's Recent Product and Market Moves
On October 19, 2026, WTW launched the RiskAgility Financial Modeller AI Assistant with semi-autonomous agentic capabilities, enabling actuarial teams to delegate complex multi-step tasks, Fintech News reported. The assistant interprets requirements, builds models, runs tests and documents outcomes under governance.
On October 12, 2026, WTW appointed Darrel Beaton as director of underwriting in its insurance consulting and technology business in North America, effective October 5, Insurance Business America reported. Beaton joined from Effectus Insurance, where he served as chief underwriting officer for 16 years.
On October 5, 2026, Insurance Journal reported that US commercial insurance rates rose 0.5% in the second quarter of 2026, according to WTW's CLIPS survey, down from 2.5% in the first quarter and 3.8% in the second quarter of 2025.
Via Retirement's Availability
WTW said Via Retirement is available in the US market, with eligibility requirements applying. The company said additional information regarding fees, compensation arrangements, conflicts of interest and product-specific disclosures will be provided before any purchase decision is made.