Live share and fund feeds into your LifePlan




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. This means your LifePlan investment funds will always present the latest valuation each time you log-in, saving you the time and effort of locating correct prices and calculating values. This feature is powered by the leading fund research company, MorningStar.

  • 1 Enter details of shares and funds in the "Shares and Funds" section in the "Assets and Investments" tab, not in the "Personal Investments" section.
  • 2 Enter a name for the investment.
  • 3 In the next field you are prompted to start typing the name of the stock or fund, or the ISIN number (the Stock Exchange code for the share or fund). The predictive function will give you a list of options after entering two or three letters/numbers and you can scroll down the list to identify and select the correct one. For instance, if you type in "SHEL" you will see "RDSA Royal Dutch Shell PLC" and "RDSB Royal Dutch Shell PLC" representing the Shell "A" and "B" shares. Select which one you have. With funds there will be many more options with similar names, so it is important to select the precise fund in which you have invested.
  • 4 Enter the number of shares or units you hold in this investment.
  • 5 In the next field the value of your investment will appear (thanks again to Morningstar for this feature).
  • 6 That's it, the value of your holding will thereafter be updated automatically each day.

 

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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 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.

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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.

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