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Popular Frequently Asked Questions

See all of our FAQ help points

The whole of my SIPP is invested in equities so I dont know how long it will last?
LifePlan shows you in the ‘my capital’ chart how long your SIPP will last based on the estimated rate of growth and the level of income that you have selected. You can change these factors at any time and LifePlan will immediately re-calculate any new expiry date.
What does LifePlan mean by general estimate for income (yield)?
This is how much you estimate your investments to pay out (or re-invest) as annual income expressed as a percentage of the capital sum invested.
What if I change when I plan to take one or more of my pensions?
LifePlan allows you to make changes to the retirement age of each of your individual pension plans at any time and can model if you plan to stagger taking your retirement benefits.
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 SIPP?
A SIPP is a Self Invested Personal Pension.

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 up to 3 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