Richard, together with his wife Naomi, formed RetireEasy in 2009 based on his own experiences with retirement planning, as a solution for anyone to use easily.
Richard's background lies mostly in finance where since the 1960s he was working in the industry. In 1999 Richard became Managing Director and a partner in a company managing real estate loans and investments for banks, which he sold in 2004 shortly before retiring himself.
Prior to relocating to the UK in 2009, and before RetireEasy, Naomi was primarily from an art, design and photography background managing her own successful art gallery in the USA, and establishing IRevelar.com, an on-line fine art photography business. Previously she represented a wide range of illustrators, copywriters, commercial photographers and film production houses, worked in the design industry and managed a design showroom.
Naomi is spearheading design and marketing for RetireEasy.
Like Richard, Mark has vast experience in financial planning having worked in the pensions industry since 1976. He is an Associate member of the Chartered Insurance Institute and has run his Independent Financial Adviser practice, specialising in the pensions arena since 1986. Mark’s deep experience in this area is a pivotal asset to the RetireEasy team.
Tony has spent well over 25 years writing and commentating on later life issues. He set up the first national newspaper for older people, has won national awards for his writing and campaigning, been cited in a parliamentary EDM for his work and received an OBE for services to older people.
Still a working writer and journalist, he spends his voluntary time as Chairman of the South West Forum on Ageing, helping to represent older people’s views into Government, and sits on the Partnership Board guiding the activities of the 900-strong national Age Action Alliance. He also regularly speaks nationally on issues including housing, digital inclusion, digital healthcare, fuel poverty and planning for retirement.
Your future may be a lot brighter than you think.
RetireEasy enables you to live the lifestyle you choose.
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