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Popular Frequently Asked Questions

See all of our FAQ help points

I have answered all the questions and my current progress shows less than 100%?
Do not worry if this occurs as you may have legitimately skipped a step. Lifeplan will still calculate in most cases where progress is less than 100%.
I have an investment that is not specified in any of the Lifeplan questions.
If this investment generates taxable income, enter these details as a Personal Investment in the Assets and Investments  section. If this investment generates tax-free income, enter these details in the ISA/other tax-free  investment section within Assets and Investments.
Why doesn't LifePlan calculate Capital Gains Tax (CGT)?
LifePlan cannot accurately calculate any future Capital Gains Tax liability as we do not request the purchase price or purchase date of any asset and we cannot calculate any relief that you may be entitled to in a year when an asset is sold.
Why is there no end date for credit cards and repayment loans.
LifePlan will estimate when your credit card balance and/or repayment loan will be repaid from your current balance, interest rate and expected monthly payments.
How often should I review my LifePlan?
We recommend that you review and update your LifePlan at least once a month.

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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