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  • Financial Planning for IFAs | IFA Professional Retirement Planning Tool | RetireEasy Pro
    most efficient and cost effective way for financial advisers to keep abreast of their clients circumstances and needs The dates of all edits and updates are automatically archived and readily accessible to meet RDR review obligations Access anywhere on PC or iPad Whether you use a PC Mac or a tablet computer LifePlan professional caters for you Unlike other tools this means you can log in and use it anywhere Connect and collaborate with clients At no extra cost you can invite clients to connect and collaborate with you on their LifePlan remotely and securely Intelligent reporting Manage your clients and their portfolios and LifePlans via a sophisticated and easy to use client management dashboard From here you can generate intelligent reports which can include your summary all charts and breakdowns and your recommendations RetireEasy is highly acclaimed and has featured in the press click a logo to learn more Safe secure and trustworthy You can use RetireEasy safe in the knowledge that we have the same 256 bit encryption and physical security that banks use See the full features table What others say RetireEasy is highly acclaimed and has featured in the press click a logo to learn more

    Original URL path: http://www.retireeasypro.co.uk/ (2016-04-26)
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  • Financial Planning for IFAs | IFA Professional Retirement Planning Tool | RetireEasy Pro
    most efficient and cost effective way for financial advisers to keep abreast of their clients circumstances and needs The dates of all edits and updates are automatically archived and readily accessible to meet RDR review obligations Access anywhere on PC or iPad Whether you use a PC Mac or a tablet computer LifePlan professional caters for you Unlike other tools this means you can log in and use it anywhere Connect and collaborate with clients At no extra cost you can invite clients to connect and collaborate with you on their LifePlan remotely and securely Intelligent reporting Manage your clients and their portfolios and LifePlans via a sophisticated and easy to use client management dashboard From here you can generate intelligent reports which can include your summary all charts and breakdowns and your recommendations RetireEasy is highly acclaimed and has featured in the press click a logo to learn more Safe secure and trustworthy You can use RetireEasy safe in the knowledge that we have the same 256 bit encryption and physical security that banks use See the full features table What others say RetireEasy is highly acclaimed and has featured in the press click a logo to learn more

    Original URL path: http://www.retireeasypro.co.uk/professional (2016-04-26)
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  • RetireEasy
    your account E Mail Password Stay signed in Forgot your password Don t have an account Register here RetireEasy 2016 Terms Conditions Privacy Policy SaaS Solutions from Cyber Duck Follow

    Original URL path: http://www.retireeasypro.co.uk/professional/login (2016-04-26)
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  • Register for RetireEasy Pro | RetireEasy Pro
    advisers you wish to register If you are unsure at this stage please fill in n a Email address This is what you ll use to sign in If you are a single IFA firm you will need to register your firm both as IFA administrator and as IFA user You will need two different email addresses and passwords Please follow these instructions Password We recommend at least 6 characters with a mixture of letters and numbers Retype password for verification Your postcode Find your address Prefer to enter the address manually Address Address2 City How did you hear about us Please select an option Exhibition Magazine Newspaper Press Google Other Search Engine Facebook Twitter Forum Blog Online Ads Friends Other I have read and accept the Terms Conditions We will send you an invoice for your first month upon completion of the two week trial period All invoices are payable in 7 days Any delay in payment may result in a suspension of service Just a few reasons why RetireEasy is the right choice for you IFA Approved RetireEasy has been reviewed tested and approved by financial experts Wholly independent As a wholly UK based company RetireEasy is not

    Original URL path: http://www.retireeasypro.co.uk/professional/register (2016-04-26)
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  • LifePlan Professional | IFA Retirement Calculator | RetireEasy Pro
    level of access you want to give to each client You can grant full access to individual clients enabling them to log in and edit their assets and liabilities and generate reports collaboratively with you Alternatively for some clients you may decide only read only or even no access is more appropriate Entering client details in a snap Enter client details through our 7 guided and intuitive sections including Personal information desired income Home Including mortgages and second homes Pension drawdown plans Assets investments Debts loans Income annuities Expected and planned expenditure No matter how simple or complex their financial arrangements we have it covered including pension contributions and income leading up to retirement Powerful reporting tools Helpful charts Our powerful chart and visualisation tools make it effortless for you to track and plan finances with your clients throughout their retirement You can choose how simple or detailed you want the charts to be they are totally adaptable and flexible to your needs This helps you build an accurate immediate picture of your client s retirement enabling you to model a variety of scenarios both in future and today s values Data exports If you prefer you can always choose to print a schedule of the data in tabular format or download an excel spreadsheet One click reporting You can generate a report containing your client s charts and data at the click of a button from your client management dashboard The report is in word document format so can easily be customised by you to include a logo a summary and your recommendations for the client Automatic accurate Intelligent automation RetireEasy LifePlan does all of the hard work by calculating everything from income tax the system is regularly updated to reflect current tax rates to calculating the impact that

    Original URL path: http://www.retireeasypro.co.uk/professional/explained (2016-04-26)
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  • RetireEasy Pro Benefits | RetireEasy Pro
    RetireEasy LifePlan Professional is hosted on the cloud so it is accessible anytime from any computer There is no need to download software LifePlan Professional just works whether you are at your desk at home or with a client iPad compatible LifePlan Professional has been designed so that you can use it on the go using a tablet PC such as an iPad Simply access the website as you normally would to get the optimised iPad experience you don t need to download an app or anything like that PC or Mac It doesn t matter to us You can use RetireEasy LifePlan Professional no matter what operating system you use whether it is Windows or Mac based This makes LifePlan Professional ideal for when you meet clients in their homes as you have the choice to use your tablet or notebook laptop or even use the client s computer Easy to use and intuitive Creating plans is easy We ve developed LifePlan Professional with financial advisers to ensure a smooth logical and intuitive user experience from creating a LifePlan and entering the necessary financial data right through to generating reports and updating LifePlans It doesn t matter how complex or simple your client s financial situation is LifePlan Professional can cater for them No training required As well as being intuitive we have also provided tooltips throughout the LifePlan screens and a glossary to help guide you when you re unsure of what to enter Webinars are however available upon request where we will be more than happy to discuss a specific scenario or requirement with you Proven respected product RetireEasy LifePlan has already achieved acclaim in press reviews from the likes of Investors Chronicle The Independent The Mail on Sunday Which Money and IFAonline Flexible subscription Affordable monthly

    Original URL path: http://www.retireeasypro.co.uk/professional/benefits (2016-04-26)
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  • RetireEasy Pro Pricing | RetireEasy Pro
    For more than 4 advisers 50 per adviser per month It s really that simple Try it for free for 2 weeks Plus 3 months at half price Get started with your free trial today All prices ex VAT No obligations no credit card required Frequently Asked Questions Q How do you handle billing RetireEasy LifePlan Professional is a monthly subscription which is invoiced at the start of each calendar month All invoices are payable in 7 days Any delay in payment may result in a suspension of service Q Can I cancel anytime You can cancel your RetireEasy LifePlan Professional subscription at any time There is no minimum term or notice period Q Can I increase or reduce the number of advisers on my account Yes via your advisor dashboard you can add or remove advisers from your account Clients assigned to an adviser who is being removed will automatically become unassigned so you can easily assign them to another adviser We calculate your monthly invoice amount based on the number of advisers you have on your account in the previous calendar month Q Will I need training to use this product No the product is incredibly intuitive to

    Original URL path: http://www.retireeasypro.co.uk/professional/pricing (2016-04-26)
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  • About RetireEasy Pro | RetireEasy Pro
    anyone to use easily Richard s background lies mostly in finance where since the 1960s he was working in the industry In 1999 Richard became Managing Director and a partner in a company managing real estate loans and investments for banks which he sold in 2004 shortly before retiring himself Naomi Collinson Chairman Co founder Prior to relocating to the UK in 2009 and before RetireEasy Naomi was primarily from an art design and photography background managing her own successful art gallery in the USA and establishing IRevelar com an on line fine art photography business Previously she represented a wide range of illustrators copywriters commercial photographers and film production houses worked in the design industry and managed a design showroom Naomi is spearheading design and marketing for RetireEasy Mark Soper A C I I Managing Director Like Richard Mark has vast experience in financial planning having worked in the pensions industry since 1976 He is an Associate member of the Chartered Insurance Institute and has run his Independent Financial Adviser practice specialising in the pensions arena since 1986 Mark s deep experience in this area is a pivotal asset to the RetireEasy team Chris Collinson Project Manager Chris has

    Original URL path: http://www.retireeasypro.co.uk/professional/about (2016-04-26)
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