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  • Pricing & Features | RetireEasy
    FAQs Intuitive and easy to use Planning Ability to plan for whole of your retirement Can be updated at any time Takes account of pensions assets incomes debts and expenses Ability to plan future pensions contributions pre retirement Ability to plan additional savings and investments Automatically calculates income tax Automatic updates for new tax rates pension rules Snapshot alert shows when funds run out Enables user to adjust plans to ensure funds last see case studies Snapshots instantly shows effect of edits and updates Reports and forecasts Comprehensive charts showing assets and income throughout retirement years All forecasts in fututre AND current values Downloadable spreadsheets for inputs and forecasts Couples Dual Tax tables Allocate assets between partners Allocate income between partners Provides for different retirement and pension dates Amalgamates partners details for combined charts and forecasts Start planning today It s FREE Retirement Planning made easy Enabling you to live the lifestyle you choose RetireEasy 2016 Terms Conditions Privacy Policy SaaS Solutions from Cyber Duck Follow us LinkedIn Facebook Twitter More information Navigation About us What is RetireEasy How it works Accolades FAQs Security News Press Contact Privacy Policy Terms Conditions Info Retirement Planning Retirement Plans Pension Calculator Pension Plans

    Original URL path: https://www.retireeasy.co.uk/why/features (2016-04-27)
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  • Easy to use | RetireEasy
    1 Personal Info Just some basic details about you and financial assumptions Step 2 My Home Details about your home if you own it and your mortgage if applicable Step 3 Pensions Tell us about any pension plans you currently have Step 4 Assets Investments From your current accounts to savings and other investments Step 5 Debts Loans Any debts credit cards or loans you are still repaying Step 6 Income Any details of other income you are generating Step 7 Expenditure Any fixed variable or planned future expenses you have You re Done Now you can begin using visualisation and what if tools prev next During the process you can select if a step is applicable or not Using Using LifePlan The LifePlan dashboard is your personal chart to track your finances during retirement The charts and graphs are easy and intuitive to use See examples of charts and graphs Start planning today It s FREE Retirement Planning made easy Enabling you to live the lifestyle you choose RetireEasy 2016 Terms Conditions Privacy Policy SaaS Solutions from Cyber Duck Follow us LinkedIn Facebook Twitter More information Navigation About us What is RetireEasy How it works Accolades FAQs Security News

    Original URL path: https://www.retireeasy.co.uk/howitworks/easy-to-use/entering-details (2016-04-27)
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  • Easy to use | RetireEasy
    need to complete LifePlan Automated calculations Helpful charts graphs Timely alerts Getting set up is easy Click the Register button at the top and you will be taken to a secure registration Singles or Couples Version Not sure which version of RetireEasy is right for you RetireEasy offers two versions one for single users and one for users entering details as a couple The couples version enables users to enter two sets of information such as pensions savings and expenses for each person whereas on the single version you can only enter details for one person 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 Next Entering details RetireEasy has a simple seven step guided process to make it easy and quick for you to enter all of your relevant financial information See our simple 7 step process in more detail Start planning today It s FREE Retirement Planning made easy Enabling you to live the lifestyle you choose RetireEasy 2016 Terms Conditions Privacy Policy SaaS Solutions from Cyber Duck Follow us LinkedIn Facebook Twitter More information Navigation About us What is RetireEasy How it works Accolades FAQs Security News Press Contact Privacy Policy Terms Conditions Info Retirement Planning Retirement Plans Pension Calculator Pension Plans Retirement Income Retirement Annuity Planning for Retirement Planning Retirement Plan for Retirement Retirement Planner Not yet retired You can now include all your additional savings investments and Pension Contributions between

    Original URL path: https://www.retireeasy.co.uk/howitworks/easy-to-use/set-up (2016-04-27)
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  • Case studies | RetireEasy
    to relax and not worry about his finances in retirement Here we take you through his situation the problem he is facing and the way this is portrayed in the RetireEasy LifePlan Then we show you the options he has to resolve this the solution he chooses and how RetireEasy illustrates that the problem has now been eliminated Here are the key details Adam entered into RetireEasy Age 61 Retirement age 66 Desired Income 25 000 increasing in line with inflation Assumptions Inflation 3 General Growth of Assets 5 General Yield on Assets 3 Home Value 300 000 Growing at 5 Mortgage 50 000 SIPP Value today 100 000 Growing at 8 Start age 66 25 tax free lump sum taken 10 pa drawdown State Pension 8 000 pa Start age 66 ISA Value 10 000 Growth and Yield as per General Assumptions Personal Investments Fidelity Fund Value 100 000 Growth and Yield as per General Assumptions Income Part time job Earnings 15 000 per annum before tax Increases 10 per annum Duration From Age 66 to 70 What the LifePlan charts reveal The solution Adam then had a number of choices He could plan to downsize his home prior to age 82 enter into an Equity Release transaction reduce his Desired Income from Retirement Age or he could reduce his Desired Income prior to age 82 He chose to plan to downsize his home by 30 at age 80 pay off his mortgage and re invest the surplus funds in readily available investments that would produce growth and yield in line with his General Assumptions Start planning today It s FREE Retirement Planning made easy Enabling you to live the lifestyle you choose RetireEasy 2016 Terms Conditions Privacy Policy SaaS Solutions from Cyber Duck Follow us LinkedIn Facebook Twitter

    Original URL path: https://www.retireeasy.co.uk/howitworks/case-studies/adam-smith (2016-04-27)
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  • Case studies | RetireEasy
    in retirement in 7 years time They love travelling and want to see much more of the world than they have been able to given their busy lives Here s how they learnt what they could do to make these dreams come true Age 60 and 55 Retirement age 67 and 62 Desired Income 50 000 increasing in line with inflation Assumptions Inflation 3 General Growth of Assets 5 General Yield on Assets 3 Home Value 400 000 Growing at 5 Mortgage No mortgage SIPP Raymond Value today 100 000 Growing at 8 Already drawing and has taken tax free entitlement 6 pa drawdown Alice Value today 100 000 Growing at 8 Already drawing and has taken tax free entitlement 6 pa drawdown State Pension Raymond 10 000 pa commencing at age 67 Alice 10 000 pa commencing at age 62 ISA Raymond 1 ISA totalling 10 000 Alice 2 ISAs totalling 20 000 Growth and Yield as per General Assumptions Personal Investments Joint held Fidelity Fund Value 100 000 Growth and Yield as per General Assumptions What the LifePlan charts reveal The solution Raymond and Alice then had a number of choices They could plan to downsize their home prior to age 80 enter into an Equity Release transaction reduce their Desired Income from Retirement Age or they could reduce their Desired Income prior to Raymond reaching 80 However none of these options appealed to them Raymond and Alice still had 7 years to go before retirement so they instead decided that they would make additional contributions to each of their SIPPs in that time They would each contribute 20 000 to their SIPPs per year until retirement Start planning today It s FREE Retirement Planning made easy Enabling you to live the lifestyle you choose RetireEasy 2016 Terms

    Original URL path: https://www.retireeasy.co.uk/howitworks/case-studies/raymond-and-alice-berry (2016-04-27)
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  • Case studies | RetireEasy
    to RetireEasy as she was planning to fulfil her dream of a six month luxury Worldwide cruise when she retired from her new State Pension Age of 63 Jackie has saved hard during her working life and had earmarked her personal pension lump sum to pay for the 20 000 cruise and wanted to know how this would affect her finances in retirement In this case study we show how the cruise affected Jackie s finances and how a potential shortfall was avoided Age 59 Retirement age 63 Desired Income 20 000 increasing in line with inflation Assumptions Inflation 2 5 General Growth of Assets 3 General Yield on Assets 3 Home Value 350 000 Growing at 0 Mortgage No mortgage Private pension Value today 100 000 Growing at 6 Start age 63 25 tax free lump sum taken 5 pa drawdown Final salary pension 5 000 pa from age 60 State Pension 8 000 pa from age 66 ISA Value today 30 000 Growth and Yield as per General Assumptions Bank Balance Value today 15 000 What the LifePlan charts reveal The solution Jackie had a number of choices She could reluctantly reduce the budget for her cruise but with the aid of her LifePlan she readily saw that by making a modest reduction in her inflated desired income at 73 the shortfall was deferred until her mid 90s Jackie started making plans for her cruise comforted by the visualisation of her future finances that LifePlan brings Start planning today It s FREE Retirement Planning made easy Enabling you to live the lifestyle you choose RetireEasy 2016 Terms Conditions Privacy Policy SaaS Solutions from Cyber Duck Follow us LinkedIn Facebook Twitter More information Navigation About us What is RetireEasy How it works Accolades FAQs Security News Press Contact Privacy

    Original URL path: https://www.retireeasy.co.uk/howitworks/case-studies/jackie-williams (2016-04-27)
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  • Case studies | RetireEasy
    and his wife Jane are dedicated cyclists and followers of the Tour de France Peter wanted to ensure they could both continue their lifestyle and the cycling tours in retirement but Peter s pension was significantly lower than he had anticipated due to falling annuity rates Peter and his wife subscribed to the Retireeasy LifePlan and in this case study we find out how the shortfall in their retirement income was alleviated Age 64 and 63 Retirement age 65 Desired Income 24 000 increasing in line with inflation Assumptions Inflation 2 General Growth of Assets 2 General Yield on Assets 2 Home Value 325 000 Growing at 0 Mortgage no mortgage Private Pension Value today 200 000 Growing at 2 Start age 65 25 tax free lump sum taken 6 pa drawdown State Pension Peter 5 000 pa commencing at age 65 Jane 6 000 pa already started ISA Value today 15 000 Growth and Yield as per General Assumptions Bank Balance Value today 20 000 Business Investment Own a landscape gardnening firm valued at 100 000 No income in retirement and no plans to sell What the LifePlan charts reveal The solution Peter had a number of choices including downsizing his home and selling the business but this would be difficult as his two sons continued to work there Using their LifePlan Peter and Jane could look at all these options but they soon found that by continuing to receive a net income of 10 000 p a in this case the income came from the business but it could have come from any other job the shortfall was deferred until Peter was aged 90 something they both could accept Start planning today It s FREE Retirement Planning made easy Enabling you to live the lifestyle you choose RetireEasy

    Original URL path: https://www.retireeasy.co.uk/howitworks/case-studies/peter-and-jane-bush (2016-04-27)
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  • Easy to use | RetireEasy
    from LifePlan My desired income chart This chart shows how you will achieve your desired income level in the future and where the income will come from You can change the time span of the chart as well as rollover or click the bars to gain extra insight into what each bar comprises My capital This chart shows the projected value and the value in today s terms using your selected growth and inflation assumptions of your home less any mortgage your remaining pension funds and your assets investments You can control the time span which you wish to view your income for My investments The Investments chart shows the value of the various types of your investments excluding pension funds throughout the Lifeplan You can control the time span which you wish to view your income for My income breakdown The income chart shows what makes up your income apart from capitalising selling assets or investments in the future You can control the time span which you wish to view your income for My home The home chart shows the net value of your home and your mortgage in the future You can control the time span you wish to view your home value and mortgage for My expenses The expenditure chart shows your total budgeted expenses this year against your planned annual cash draw desired income to provide you with your approximate disposable income after tax mortgage and any other loan repayments per annum month or even day Excel spreadsheet You can either choose to download your LifePlan in the format of an excel spreadsheet or open a printer friendly page with all of the details of your LifePlan LifePlan schedule The LifePlan Schedule allows you to view everything you have entered into the RetireEasy LifePlan in an

    Original URL path: https://www.retireeasy.co.uk/howitworks/easy-to-use/using-life-plan (2016-04-27)
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