Guides & Tools

Useful guides, tools and videos from RetireEasy.





Helpful guides

Guides and tools - Helpful guides

Helpful guides and experts tips for all things retirement.

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Alerts & updates

Guides and tools - Alerts and updates

Alerts and updates on all new and upcoming developments.

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Case studies

Guides and tools - Case studies

Let us guide through the LifePlan tool via a case study.

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FAQs

Guides and tools - FAQs

All of your frequently asked questions answered by us.

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Glossary

Guides and tools - Glossary

Demystifying financial jargon associated with retirement planning

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Videos

Guides and tools - Videos

Watch an in-depth video guide to using RetireEasy LifePlan.

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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.

Contact

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Hughenden Avenue,
High Wycombe,
HP13 5RE

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+44 (0)203 434 0000

LifePlans

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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