Which RetireEasy LifePlan is right for you?

You want to know how long your funds will last in retirement…
but your finances might be straightforward or more complex.




So there are three different LifePlans to choose from – allowing you to select the one that meets your needs best and provides you with the right platform to make an informed decision about your future.

LifePlan BASIC is for you if…

  • you have only one asset in each of the following categories: ISA, National Savings or Share or Fund investment or you are happy to consolidate into one entry in each category.
  • you have no plans to downsize your home in the future, or of taking out a Lifetime Mortgage;
  • you only need to see the headlines and not the details of how your finances will perform throughout your retirement.

LifePlan BASIC costs just £1.99 per month



LifePlan CLASSIC is for you if you want all the features of LifePlan Basic PLUS…

  • you have more than one asset in any of the following categories: ISA, National Savings or Share or Fund investment;
  • you want to apply different growth and yield assumptions for different investments;
  • you wish to view charts which will enable you to see how your assets and income will perform throughout your retirement;
  • you might consider a home downsize at some time and want to see the impact of this on your retirement finances;
  • you would like to download and print your results, a summary of your inputs and spreadsheets.

LifePlan CLASSIC costs just £2.99 per month



LifePlan PREMIUM is for you if you want all the features of LifePlan Classic PLUS…

  • you have multiple share or fund investments and would like their values to be updated every day automatically – giving you an accurate assessment of your current financial situation at a glance;
  • you would like to see the effect of taking out a Lifetime Mortgage on your retirement finances in the future, allowing you to see more easily the impact of using your home as an asset;
  • you would like to create and save multiple scenarios to make it easier to compare your options;
  • you would like to download a printable report showing charts and the values of your assets at a future date – enabling you to view and share your financial situation more easily.

LifePlan PREMIUM costs just £3.99 per month

It’s easy to upgrade your account, or (if you find you no longer need it) to move back to a simpler one.

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.

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 multiple 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

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Hughenden Avenue,
High Wycombe,
HP13 5RE

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+44 (0)203 434 0000

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