|Safe and secure|
|Great customer service and e-mail support|
|Tooltips, glossary and FAQs|
|Intuitive and easy to use|
|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|
|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|
Your future may be a lot brighter than you think.
RetireEasy enables you to live the lifestyle you choose.
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.
Premium LifePlan not only provides live updates on stocks and fund values, provided by Morningstar, and you can model a Lifetime Mortgage, create and compare up to 3 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.
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.
There are now three additional charts, further breaking down your assets and income.
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