Page Content
Text

Once you contact Willis Towers Watson

Image
One Icon
Text

You will be scheduled to attend a virtual meeting and will take place on Microsoft Teams.

Image
Two Icon
Text

You will receive a short questionnaire that you are required to complete and return before the meeting.

Image
Three Icon
Text

This questionnaire must be received by Willis Towers Watson at least 3 days before your meeting – or it will need to be rescheduled.

Image
Four Icon
Text

You will attend your meeting with a WTW Financial Planning Consultant. We would encourage you to bring someone along with you to the meeting.

Image
Five Icon
Text

You will receive a written report in the days following your meeting summarising your offer and presenting the analysis discussed at the meeting.