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Once you contact Willis Towers Watson
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You will be scheduled to attend a virtual meeting and will take place on Microsoft Teams.
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You will receive a short questionnaire that you are required to complete and return before the meeting.
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This questionnaire must be received by Willis Towers Watson at least 3 days before your meeting – or it will need to be rescheduled.
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You will attend your meeting with a WTW Financial Planning Consultant. We would encourage you to bring someone along with you to the meeting.
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You will receive a written report in the days following your meeting summarising your offer and presenting the analysis discussed at the meeting.