UK’s only consumer retirement dashboard with live investment values launched

4th October 2016 by RetireEasy




UK’s only consumer retirement dashboard with live investment values launched

  • RetireEasy Premium to go live on 30 September
  • As Royal London closes existing service
  • Information becomes ‘ever more important’ in volatile market

LONDON, 29 SEPTEMBER 2016 – The UK’s only independent retirement planning tool with live daily updates on stocks and fund values will be launched by on 30 September, which will coincide with the closure of Royal London’s live Money Manager service for approximately 30,000 users.

Royal London is set to jettison users – both retirees and pre-retirees – of its Money Manager financial planning service on 30 September by closing all existing plans. Instead, it has said it will provide a series of online guides and tools, although these will not be bespoke to each user.

However, RetireEasy believes that market volatility means it has never been more important for those in and nearing retirement to receive tailored, live updates on the value of their investments: even though state pensions have outstripped inflation due to the triple-lock pensions system, average retirement incomes have fallen since pensions liberalisation in April 2015.1

In partnership with Morningstar, a leading provider of independent investment research in North America, Europe, Australia, and Asia, RetireEasy’s new ‘Premium’ LifePlan service provides daily updates on the value of users’ stocks and funds portfolios for £3.99 per month.

RetireEasy’s LifePlan gives users an overview of all of their assets – including investments, pensions, savings, business assets and properties – and the income they receive.

The new Premium LifePlan not only provides live updates on stocks and fund values to users of the new Premium service, but subscribers can also model a Lifetime Mortgage, create and compare multiple scenarios of their financial future, radically reduce life insurance costs through a Life Assurance Premium Checker and print user-friendly narrative reports.

New users can also access RetireEasy’s ‘Classic’ and ‘Basic’ services, which do not feature live updates, but provide a number of planning tools that users can choose depending on their needs. The ‘Classic’ service will be available to new users at £1.99 per month and the ‘Basic’ service will be free of charge.

Richard and Naomi Collinson, Co-founders of, said: “We launched RetireEasy six years ago in order to give peace of mind to those in or nearing retirement. Our aim was to help them see how much money they can live on without worrying about their future financial security.

“However, given the volatility of the markets and falling pensions returns, launching a live update service for shares and funds becomes ever more important and is the next logical step. As other providers pull out of this market despite the dire need among retirees, we hope to give them solace: they can now be aware of the real value of their assets, at any time, allowing them to plan for their financial futures.” 



Issued by Peregrine Communications on behalf of RetireEasy

 For more information please contact:

Karolis Adomaitis on 020 3040 0873



The average retirement income for those saving into a personal pension and taking an income via an annuity has fallen by almost 10% in the year to April 2016. The average pension fund has also fallen by 2.3% over the same period (MoneyFacts Personal Pension and Annuity Trends Treasury Report, April 2016).


About is the only, independent, holistic online tool that gives those in or nearing retirement peace of mind by empowering them to plan for their financial future.

Its online planning service, LifePlan, is a highly interactive, intuitive, flexible and easy-to-use web-based program, which is an entirely safe and secure resource. Its ‘Basic’ and ‘Classic’ versions offer different financial planning tools, while its ‘Premium’ version offers live updates on users pensions and investment portfolios. aids multi-asset financial planning by optimising capital and income, factoring in debt liabilities such as a mortgage, along with a range of assets including property, one or more private retirement plans, investment portfolio and cash.

The business was formed in 2010 by Richard and Naomi Collinson, and Mark Soper.

For more information, visit


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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