Getting set up is easy!
You'll be set up and going in minutes with RetireEasy's easy-to-follow steps for entering all the important information about yourself. If you are using a 'couples' version, you simply enter the data for both of you. If you need to skip any steps and come back to them later on, well that's fine too. Whatever you save will still be there next time you log in.
Creating an account
Whether you are signing up as a single person or as a couple, the sign-up process is the same.
On the sign up page you will be asked a few simple questions about yourself and to select the version of RetireEasy you wish to use. You can choose to register either as a single person or as a couple if the account is for two people who share financial information.
Entering your financial information
Don't worry, you won't find any financial jargon here!
Once signed up, you can access your online LifePlan dashboard. From here you can check your LifePlan at a glance and then add in any 'what-if' scenarios - but first you will need to enter some financial information about yourself.
This is done in seven easy-to-follow steps: personal information, my home, assets & investments, debts & loans, pensions, other income and expenditure. If any steps don't apply to you, or you don't have the information to hand, you can skip them and come back to them later. RetireEasy saves your details as you progress, so you won't lose any information you input.
RetireEasy will guide you through the whole process and put everything in plain, simple English so you won't be confused by any financial jargon.
We're also based in the UK, so you know support is just round the corner too.
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.
