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Popular Frequently Asked Questions

See all of our FAQ help points

What does LifePlan mean by SSAS?
A SSAS is a Small Self Administered Scheme.
Under ISAs why does it show separate rates for growth and income?
Some stocks and shares ISAs are designed to distribute income and if you choose not to take the income it is reinvested back into the ISA. The ISA may, therefore, increase in value by the reinvested income and by any increase in the valuation of the share/stock holdings that make up the ISA.
What does LifePlan mean by Downsize/Equity Release?
Downsize / Equity Release is where you release all or a proportion of any equity that has accumulated in your home by either selling or re-mortgaging your home. LifePlan asks you if you wish to repay any outstanding mortgage with the equity that is released.  Note: If you plan to sell your home to fund care home costs please answer ‘no’ to Downsize and complete the Care Home Costs section in Expenditure.
What do I need to enter the amount of cash I have?
LifePlan calculates each year how much capital you need to use to provide your Desired Annual Income. The ‘capital take’ you need uses up your available cash first, by default, before using the capital from any other of your investments. It is possible to change the order in which LifePlan uses capital take – see ‘change the order’ adjacent to the chart selection tabs.
Where do I enter details of my Premium Bonds and other National Savings investments.
Enter these details in the National Savings section within Assets and Investments.

Retire Easy Ltd.

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.

Premium LifePlan not only provides live updates on stocks and fund values, provided by Morningstar, and you can model a Lifetime Mortgage, create and compare multiple 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.


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New features on RetireEasy.

Not yet retired?

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.

New useful charts?

There are now three additional charts, further breaking down your assets and income.

Download your data in a spreadsheet?

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