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:

  • Step 1:

    Personal Info
     

    Personal Info

    Just some basic details about you and financial assumptions.

    Step 2:

    My Home
     

    My Home

    Details about your home if you own it and your mortgage if applicable.

    Step 3:

    Pensions
     

    Pensions

    Tell us about any pension plans you currently have.

    Step 4:

    Assets & Investments

    Assets & Investments

    From your current accounts to savings and other investments.

  • Step 5:

    Debts & Loans
     

    Debts

    Any debts, credit cards or loans you are still repaying.

    Step 6:

    Income
     

    Income

    Any details of other income you are generating

    Step 7:

    Expenditure
     

    Expenditure

    Any fixed, variable or planned future expenses you have.

     

    You're Done!
     

    You are 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)

Charts and Graphs

See examples of charts and graphs

 

 

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 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.

Contact

Email Us

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

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