What you may need to complete your LifePlan

These are the documents you may need to have to hand when
you first enter your information in the RetireEasy LifePlan.

Not all will apply to you and remember you can log out at any time to gather further information. The LifePlan will automatically save all information entered so far and you can of course return at any time to complete the LifePlan and start accessing your Reports and Forecasts.
(LifePlan Classic & LifePlan Premium only)

1 *Date(s) of Birth
2 Anticipated date of retirement for you.
3 Your estimate of likely average inflation over the life of the LifePlan (up to 40 years). Don’t worry, you can adjust this figure at any time. At present, the UK Government’s target for the CPI measure of inflation is 2% per annum.
4 Your estimates of the Growth and Yield (income) per annum likely to be produced by your investments. Again, this is an average over the whole period of the LifePlan and can be adjusted at any time. If you are not sure, then your Financial Adviser may be able to help.
5 Anticipated *date(s) and amounts of State Pension at commencement. These details can be obtained from the Pensions Office.
6 Current value/s of your pension plan/s and the age when you expect to take the benefits from each plan. If in a drawdown arrangement you will need to enter the current amount of income and tax free cash withdrawals, if any, and how long you expect to take these. Your adviser or Drawdown administrator will have these figures to hand.
7 The value of your home and any other properties you may own, whether a second home or an investment. For buy-to-lets you will additionally need the rental income, management fees and monthly outgoings.
8 Details of any Mortgages you may have, including the expected average interest rate over the life of the mortgage (not just the current rate which may be a low, fixed or discounted rate).
9 Details of all savings and investments. Remember, you do not have to enter details of Bank Account numbers or actual names of investments – for additional security, you can code them e.g. ‘Investment A’ or ‘Bank Account B’. Just remember to keep a record somewhere of how you are identifying each asset.
10 Details of any business you may own
11 Details of any personal possessions that you may sell at some future date in order to help support your lifestyle.
12 Details of any loans or other debts you may have, including credit card debts that you do not clear monthly.

*also for your partner, if applicable.


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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.

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