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Popular Frequently Asked Questions

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What does LifePlan mean by Private Pension Plan?
A Private Pension plan means any pension plan where you have accumulated a fund that will be used in the future to provide an annuity or an income drawdown arrangement e.g. a Personal Pension Plan (Individual or Group), a Stakeholder Pension Plan (Individual or Group), a Defined Contribution (Money Purchase) Occupational Pension Scheme, a S32 Buy Out Plan.
I am taking a tax-free income from my investment (insurance) bond, where do I enter this in my LifePlan?
As you are receiving tax-free income, you should enter this bond in the Assets and Other Tax-Free Savings section.
Do I enter dividends before or after tax.
Please enter dividends net of income tax.
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.
Where will I find the annual National Insurance Contributions (NIC) deducted from my annual pay.
You can get this from your P60 or from your employer. Alternatively, you can estimate the annual figure by taking the NIC from one of your payslips and multiplying this  by 12.

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.

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