How does RetireEasy work?

Watch the Video

You'll be amazed at how quickly you can be up and running with your RetireEasy account with our simple, seven-step guided process.

Enter your details

1 Enter your details

Our 7 step guided process makes it easy and quick for you to enter all of your relevant financial information.

  • Caters for both simple and complex financial arrangements
  • You choose which steps are applicable to you
  • Automatically saves progress and you can revisit at any time
  • Couples version enables people to assign assets or income to individuals with the plan

Learn more about our simple 7 step process

See a list of what you might need to have to hand


2 Helpful charts and graphs (LifePlan Classic & LifePlan Premium only)

Our automated charts and graphs make it easy for you to track and plan finances right through retirement.

  • Get 6 useful charts plotting your income, capital, investments, home value and expenses in retirement
  • Choose which time span to forecast
  • All values show in both future value and at today's value on rolling over the charts
  • Tax is automatically calculated
  • Download a spreadsheet version of your plan at any time

See more examples of charts and graphs


Helpful charts and graphs

Timely alerts

3 Timely alerts

Get immediate snapshots of how changes you make affect your retirement plan and receive timely alerts.

  • Snapshots on all pages so you can see the effects of any changes to your plan immediately
  • Receive email alerts in advance of any future events you have predicted in the plan (such as a home downsize)
  • Have the freedom to know that you can afford the retirement lifestyle you want to live

Learn more about setting up your account


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.

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.


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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