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To begin planning your retirement lifestyle, please select an option below:




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Single Version

  • All assets belong to user
  • Single Tax Table
  • One State Pension
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Couples Version

  • Allocate assets & income
  • Dual Tax Tables
  • Combined Reports
Choose this version

See the full features table


RetireEasy Features

Below you can see a comparison of features available to single and couples users

Overview

Singles

Couples
Wholly independentTickTick
IFA ApprovedTickTick
Safe and SecureTickTick
Great Customer Service and e-mail supportTickTick
Tooltips, Glossary and FAQsTickTick
Intuitive and Easy to UseTickTick

Planning

  
Ability to Plan the Whole of Your RetirementTickTick
Can be updated at any timeTickTick
Takes Account of Pensions, Assets, Incomes, Debts and ExpensesTickTick
Ability to Plan future Pensions Contributions pre-RetirementTickTick
Automatically calculates income taxTickTick
Automatic updates for new Tax Rates and Pension RulesTickTick
Snapshot Alert shows when funds run outTickTick
Enables User to adjust plans to ensure funds last (see case studies)TickTick
Snapshot Instantly shows Effect of Edits and UpdatesTickTick

Reports and Forecasts

  
Comprehensive Charts Showing Assets and Income throughout Retirement YearsTickTick
All Forecast in Future AND Current ValuesTickTick
Downloadable Spreadsheets for Input and ForecastsTickTick

Couples

  
Allocate assets between partnersTickTick
Allocate income between partnersTickTick
Dual Tax tablesTickTick
Provides for different retirement and pension datesTickTick
Amalgamates partners' details for combined charts and forecastsTickTick
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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