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 is free
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 wish to view charts which will enable you to see how your assets and income will perform throughout your retirement;
- you want to see the impact of a future downsize of your home on your retirement finances
- you would like to download and print your results
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 and 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. Just go to this page and you’ll be taken through the simple steps.
