Useful charts and alerts

RetireEasy's LifePlan chart and visualisation tools make it easy for you to track and plan your finances right through your retirement.

Useful charts

Powerful but simple-to-use visualisation tools

RetireEasy visualises your LifePlan in easy-to-read charts to show you how much money you have available annually against how much money you expect to spend.

You can choose how simple or detailed you want the charts to be: they are totally adaptable and flexible to your needs.

This helps you build an accurate, immediate picture of any shortfalls in income during your retirement - or, indeed, if you could be spending a little bit more to live the retirement lifestyle you really want to live.

Charts and Alerts

Charts and Alerts

Intelligent Alerts

Get notified of any potential problems

RetireEasy's LifePlan dashboard has an intelligent notification system to alert you to any future potential problems or issues you might have - well in advance.

So if it looks like your current spending cannot be sustained, the system will suggest ways that you can take control of the situation, including contacting your financial adviser.

You can control how you receive the alerts too – either as an email or an alert that will appear on your dashboard when you log in.

Retirement Planning made Easy.

Enabling you to live the lifestyle you choose.

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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.

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