Printable narrative reports






Download and print a narrative report to summarise all key outcomes of your default LifePlan, or any of your other scenarios. It will include summary charts and values of your assets at key dates in the future, presenting all of the important information in one place.

The report will also include a summary of inputs to check that you have correctly entered all of your information.

  • 1 You can access your Narrative Report by clicking the ‘Printable Report’ button on your Dashboard. This will download a Microsoft Word version of the file that you can open.
  • 2 If you wish to keep a hard copy, click ‘Print’ from your Microsoft Word menu. This will give you a convenient way of comparing different outcomes over time.

 

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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.

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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.

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