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Updates and Views from RetireEasy





Have women been short changed with their pension?

Are you, or is someone you know, a woman born in the 1950s? If so they may well be one of 700,000 caught in what has been described as a “brutal pensions trap”. Former pensions minister Steve Webb has just admitted publicly what many people have been saying for a long time now: the Government […]

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Why future care costs should feature in your retirement plans

Old age doesn’t come alone, writes Tony Watts OBE.  One of the by products of extending life expectancies is that a great many of us will spend at least several years – possibly even a decade or longer – needing some form of health or social care support. And while most of us conjure up […]

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Are You Paying More Tax Than You Need To?

RetireEasy is a totally independent organisation and we strive to bring you the most up to date and interesting blogs and thoughts written by our resident experts, Mark Soper A.C.I.I and Tony Watts OBE. Sometimes, however, we come across a great piece of material that simply needs to be shared and the attached flyer written […]

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Those Aged Between 65 and 79 Are The Happiest Group In The UK

We hear from the ONS today that the happiest age group are those aged between 65 and 79 and that ties in perfectly with the RetireEasy slogan ‘’Don’t worry, be happy’’  The ONS report goes on to suggest that married couples and those still working part-time and healthy are the happiest of all.  The key […]

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How Will Employers React To The Tapering Of The Annual Allowance For Their High Earners

The Tapered Annual Allowance affects employees with adjusted income exceeding £150,000 and threshold income that exceeds £110,000. The Annual allowance will gradually reduce from £40,000 to £10,000 p.a. where adjusted earnings exceed £210.000. This new rule effective from 6 April 2016 may at first sight only appear to impact the 300,000 or so individuals lucky […]

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Retirees and pre-retirees live in fear of financial ruin

Two thirds worry about money on a monthly basis and majority have negative views of retirement years. The majority of people in the UK in or nearing retirement are afraid they will not have enough money to continue funding their lifestyle after they retire, according to a study released today by the UK’s first online service […]

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RetireEasy launched as a FREE product May 2014

Post-Budget confusion leads to retirement revamp The online financial planning website RetireEasy.co.uk will become a free service this month in response to a dramatic uplift in queries from retirees following recent Government changes to the rules applicable to pension drawdown arrangements. General confusion among retirees on how to manage their pension pot from April 2015 […]

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Check out the value of your deferred defined benefit pension and avoid inadvertently walking into a Lifetime Allowance Tax Charge

With all the speculation on what the Chancellor will or won’t do in the Budget, many individuals have or are preparing to make larger than normal pension contributions to capture the higher rate tax reliefs currently available. The flip side of tax relief on contributions paid in, is a potential tax charge on excessive pension […]

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Pensions Under Attack Again

Well, the rumour mill has started in earnest about what further changes to the pension rules George Osborne may or may not be contemplating in the March budget. The Daily Mail’s website – This Is Money – has launched a campaign to ‘’stop savers’ pensions being destroyed.’’ There may be some mileage in it and […]

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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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