Case studies
Using the example profiles below we will guide you through using RetireEasy LifePlan.
Adam Smith
Adam has recently signed up to RetireEasy and has discovered a problem looming which he must resolve in order to be able to relax and not worry about his finances in retirement.
Raymond and Alice Berry
Raymond, who is a solicitor, and his wife, Alice, a dentist, signed up to the RetireEasy LifePlan when they realised that they needed to be sure they had sufficient funds to meet their lifestyle expectations in retirement in seven years' time.
Jackie Williams
Jackie signed up to RetireEasy as she was planning to fulfil her dream of a six-months luxury worldwide cruise when she retired at her new State Pension Age of 63.
Peter and Jane Bush
Peter owns a successful landscape gardening firm and intends to stop working in six months at age 65 when he plans to pass the business to his two sons.
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.
