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Popular Frequently Asked Questions

See all of our FAQ help points

What if I want to change one or more of my assumptions?
You may change the general assumptions or a specific assumption at any time and LifePlan will immediately re-calculate all affected values going forward.
Why is there no end date for credit cards and repayment loans.
LifePlan will estimate when your credit card balance and/or repayment loan will be repaid from your current balance, interest rate and expected monthly payments.
Why doesn't LifePlan calculate Capital Gains Tax (CGT)?
LifePlan cannot accurately calculate any future Capital Gains Tax liability as we do not request the purchase price or purchase date of any asset and we cannot calculate any relief that you may be entitled to in a year when an asset is sold.
What are 'Total Net Assets'
Total Net Assets in the Lifeplan Charts and in the Snapshot means 'All of your assets less any debts'.
How do I get the current value of my Private Pension Plan?
You can get the current value of your pension plan by phoning your plan provider or by contacting your financial adviser or online, if appropriate.

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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20 Manor Courtyard,
Hughenden Avenue,
High Wycombe,
HP13 5RE

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+44 (0)203 434 0000

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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