The value of your investments in UK shares, corporate bonds, gilts (coming soon) and most investment funds will automatically re-calculate on a daily basis using the last known end of trading share or unit price.
You can now create and save up to 3 LifePlans, choosing one version as your live LifePlan. You then have the ability to compare each saved version with your live model to see the effect of changes that you make. Then, name the LifePlan that most fits your future plans and that will become your new live Plan. Any time you log in you will be able to play with these different scenarios to best reflect changing plans or financial circumstances.
You can now model a Lifetime mortgage in your LifePlan Premium. Lifetime mortgages are now becoming a popular (and likely to become a mainstream) way of accessing the value previously locked up in the main home in order to meet retirement lifestyle requirements, repay mortgages, and pay for healthcare care later in life. We have now incorporated a dedicated tab in the ‘Home’ Section which will enable users of the Premium Version of LifePlan to model a number of different options... including interest paid in full, partial interest payments – or interest fully rolled up and added to capital.
You will now be able to download and print a narrative report which will summarise all of the main outcomes of your LifePlan. It will include various key charts and the values of your assets at relevant dates in the future, allowing you to see all of the important information in one place.
Are YOU paying more than you need to in commission for your life cover? Check our handy table, which shows potential savings of hundreds of pounds each year.
Your future may be a lot brighter than you think.
RetireEasy enables you to live the lifestyle you choose.
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.
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.
There are now three additional charts, further breaking down your assets and income.
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