Accolades

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Press reviews


Investors Chronicle

I don't often plug products, but I think that RetireEasy is offering the 'holy grail' solution that many of you have been waiting for...

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The Mail

...the software enables users to enter myriad combinations of assets and income including pensions, isas, and business and property interests.

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Citiwire

The service is likely to prove popular with retired accountants, although it is simple enough for anyone to use.

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IFA Online

Research carried out by RetireEasy.co.uk suggested 59% of men aged 50-70 take all of the financial planning responsibility in their households.

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The Guardian

The company behind it have built in almost every conceivable “if” and “what”, enabling you to personalise your own “spreadsheet”.

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The Independent

If their future was financially secure, RetireEasy found the majority of people would spend more.

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What our customers say


Christine and Norman Ramsdale

Christine and Norman Ramsdale
Business owners

The RetireEasy LifePlan modeling enabled us to look ahead 15, 20 or even 40 years. It did make me feel more confident. I realized that we would be OK, that we have choices and options.

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David Hansel

David Hansel
Attorney

I have just had a first run through inputting my data. The program works really well - even with my iPad running off a shaky 3G connection! The user interface is clear and simple

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Henry Berest

Henry Berest
IFA

I've been running RetireEasy for a few weeks now and have to say as a financial advisor, I am hugely impressed... entering information is easy and caters for simple financial arrangements right through to more complex ones.

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Christine and Norman Ramsdale

Christine and Norman Ramsdale

We’re both in good health and don’t especially want to retire, but we have had setbacks before, which have made us cautious about money.

The RetireEasy modeling enabled us to look ahead 15, 20 or even 40 years. It did make me feel more confident. I realised that we would be OK, that we have choices and options. In fact, I felt so relieved having had a hard look at the numbers that I immediately went out and bought a dress.

David Hansel

David Hansel

I have just had a first run through inputting my data.

The program works really well - even with my iPad running off a shaky 3G connection! The user interface is clear and simple.

I can already see the value of the product. It performs the sort of calculations that would be beyond me without its intelligent promptings and calculations, and gives me a picture of retirement

Henry Berest

Henry Berest

I've been running RetireEasy for a few weeks now and have to say as a financial advisor, I am hugely impressed. Naturally in my job, I've come across quite a few calculators and planning tools which purport to provide insight into people's future finances during retirement, and normally such tools fall short of the mark.

With RetireEasy it is different however, as entering information is easy and caters for simple financial arrangements right through to more complex ones without forcing me to answer questions which aren't relevant.

Crucially RetireEasy is not simply a "snapshot", it illustrates my finances throughout retirement and enables me to re-visit and update information as things change. The charts the calculator produces are exactly what the majority of my clients need; they are informative and quickly enable me to pinpoint any potential issues and get a clear picture of what their retirement finances will look like.

A nice feature of the tool is ability to also download your information in an Excel file so you can keep a record of the calculations.

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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