Construct a complete retirement plan
Model pensions & investments & more
View “what-if” snapshot for shortfall
Single & couples versions
Just £2.99 per month
RetireEasy was developed by Richard Collinson who, like you, worried how long his money would last while living the lifestyle he wanted.
Finding there was nothing in the market that did the job, he created RetireEasy.
Using the examples provided we will guide you through using RetireEasy LifePlan.
See what people like you think!
Want to know when you can afford to retire? Or to ensure a comfortable retirement and that your money won’t run out in retirement?
Planning your retirement starts with knowing exactly how much you need to save before you stop earning… but can you do that yourself?
In fact, it couldn't be easier using the RetireEasy LifePlan. It's intuitive and straightforward to use and lets you take complete control of your finances.
How it works
Simply enter all of your key data – it will only take a few minutes – and easy-to-read charts will tell you:
How much you can spend each year in retirement without running out of money
If you can afford to retire early… or need to delay your retirement
Whether you can afford to gift family members early and so avoid Inheritance Tax on your estate
If you should plan to downsize in retirement to release funds
How much difference a lifetime mortgage would make to your retirement finances
Whether you need to save more… or can afford to reduce your monthly savings
How much inflation will affect your retirement plans
If you can afford that luxury item – like a cruise, a motorhome or new car
What would happen to your finances if you had to take early retirement
Some of the plans allow you to test out and save different scenarios to see just how your retirement plans would be affected by changes in inflation and to model multiple pensions and investments with different rates of yield and growth.
The RetireEasy LifePlan has helped thousands of people in or approaching retirement to confidently plan their retirement finances – and for just a few pounds a month it could do the same for you.
Don't worry about your retirement finances… take control of them. With a RetireEasy LifePlan.
30 November 2023
When do you plan to retire? Whatever age it is, you’ll want to reach that point in good health in order to enjoy your retirement to the full. Changing the way you work could just help you do that… By Tony Watts OBE Covid 19 brought a lot of changes to the way we live […]
RetireEasy’s lifestyle planners give you the freedom to take control of your future retirement finances. Its easy-to-use design helps you visualise your long-term plans - without the fear of running out of money.
RetireEasy is the UK’s only independent retirement planning tool. LifePlan gives you an overview of all of your assets – including investments, pensions, savings, business assets and properties – and the income you will receive after liabilities such as debts, mortgages and income tax. It is not just a snapshot, but shows you how your finances will evolve throughout your retirement.
With Premium LifePlan you can model a Lifetime Mortgage, create and compare up to 10 scenarios of your financial future, radically reduce life insurance costs through a Life Assurance Premium Checker and you can print user-friendly narrative reports.
RetireEasy was established in 2011 and has helped thousands of users to understand their finances throughout retirement and adjust their plans to ensure that their money will last.
You can now include all your additional savings, investments and Pension Contributions between now and your retirement, taking into account increasing these Additional Contributions year-on-year and stipulating whether these are one-off or recurring contributions. As always, you can revisit these projections and change them at any time either when your expectations change, or you have real numbers to replace projections already made.
There are now three additional charts, further breaking down your assets and income.
You can now also download spreadsheets giving you the opportunity to view all of your entered information, and your entire LifePlan in one glance.Sign up now