Feature packed planning

Below you can see a comparison of features available to both
single and couples users.



Overview

Singles


Select

Couples


Select
Wholly independent
IFA approved
Safe and secure
Great customer service and e-mail support
Tooltips, glossary and FAQs
Intuitive and easy to use

Planning

Ability to plan for whole of your retirement
Can be updated at any time
Takes account of pensions, assets, incomes, debts and expenses
Ability to plan future pensions contributions pre-retirement
Ability to plan additional savings and investments
Automatically calculates income tax
Automatic updates for new tax rates & pension rules
Snapshot alert shows when funds run out
Enables user to adjust plans to ensure funds last (see case studies)
Snapshots instantly shows effect of edits and updates

Reports and forecasts

Comprehensive charts showing assets and income throughout retirement years
All forecasts in fututre AND current values
Downloadable spreadsheets for inputs and forecasts

Couples

Dual Tax tables
Allocate assets between partners
Allocate income between partners
Provides for different retirement and pension dates
Amalgamates partners' details for combined charts and forecasts

 

Start planning today

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.

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.

Contact

Email Us

59-60 Russell Square,
London,
WC1B 4HP

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.

Sign up now