Case studies

Using the example profiles below we will guide you through using RetireEasy LifePlan.




Adam Smith

Adam Smith
Age: 61 Retirement age: 66 Desired income: £25K

Adam has recently signed up to RetireEasy and has discovered a problem looming which he must resolve in order to be able to relax and not worry about his finances in retirement.

Raymond and Alice Berry

Raymond and Alice Berry
Age: 60 / 55 Retirement age: 67 /62 Desired income: £50K

Raymond, a solicitor and his wife, Alice, a dentist, signed up to the RetireEasy LifePlan when they realised that they needed to be sure they had sufficient funds to meet their lifestyle expectations in retirement in 7 years time.

Jackie Williams

Jackie Williams
Age: 59 Retirement age: 63 Desired income: £20K

Jackie signed up to RetireEasy as she was planning to fulfil her dream of a six month luxury worldwide cruise when she retired at her new State Pension Age of 63.

Peter and Jane Bush

Peter and Jane Bush
Age: 64 / 63 Retirement age: 65 Desired income: £24K

Peter owns a successful landscape gardening firm and had intended to stop working in 6 months at age 65 when he planned to pass the business to his two sons.

 

Start planning today

Retirement Planning made easy.

Your future may be a lot brighter than you think.
RetireEasy enables you to live the lifestyle you choose.

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