Entering your details
RetireEasy's seven step guided process makes it easy and quick
for you to enter all of your relevant financial information.
Learn more about our simple 7 step process:
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Step 1:
Personal Info
Just some basic details about you and financial assumptions.
Step 2:
My Home
Details about your home if you own it and your mortgage if applicable.
Step 3:
Pensions
Tell us about any pension plans you currently have.
Step 4:
Assets & Investments
From your current accounts to savings and other investments.
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Step 5:
Debts & Loans
Any debts, credit cards or loans you are still repaying.
Step 6:
Income
Any details of other income you are generating
Step 7:
Expenditure
Any fixed, variable or planned future expenses you have.
You're Done!
Now you can begin using visualisation and what-if tools.
* During the process you can select if a step is applicable or not.
Using: Using LifePlan
The LifePlan dashboard is your personal chart to track your finances during retirement. The charts and graphs are easy and intuitive to use.
(LifePlan Classic & LifePlan Premium only)
See examples of charts and graphs
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.
With Premium LifePlan you can model a Lifetime Mortgage, create and compare up to 10 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.
