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  • Contact RetireEasy Pro | RetireEasy Pro
    tax legislation Yes We keep LifePlan regularly updated to reflect the latest income tax legislation and keep you regularly notified of any updates Q Can I add unlimited clients on here Yes You can create as many plans clients as you wish on here Q Can I give my clients access to edit or populate their own plans Yes You can choose to give your clients full access to their

    Original URL path: http://www.retireeasypro.co.uk/professional/contact (2016-04-26)
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  • Watch the RetireEasy LifePlan Professional demo

    Original URL path: http://www.retireeasypro.co.uk/professional/video (2016-04-26)
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  • 31 December 2012 The key goals of RDR are to ensure that Consumers are offered a transparent and fair charging system for the advice they receive Consumers are clear about the service they receive Consumers receive advice from highly respected professionals To achieve these goals the FSA has published new rules and requirements for advisers as follows Adviser firms must explicitly disclose and separately charge clients for their services Adviser

    Original URL path: http://www.retireeasypro.co.uk/professional/rdr (2016-04-26)
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  • Can be updated at any time Takes Account of Pensions Assets Incomes Debts and Expenses Ability to Plan future Pensions Contributions pre Retirement Automatically calculates income tax Automatic updates for new Tax Rates and Pension Rules Snapshot Alert shows when funds run out Enables User to adjust plans to ensure funds last see case studies Snapshot Instantly shows Effect of Edits and Updates Reports and Forecasts Comprehensive Charts Showing Assets

    Original URL path: http://www.retireeasypro.co.uk/professional/features (2016-04-26)
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  • RetireEasy
    form below and we can give you a personalised one on one short demo of RetireEasy LifePlan Professional going through any requirements or questions you have showing you how the system works and how to manage client LifePlans Full Name

    Original URL path: http://www.retireeasypro.co.uk/professional/demo (2016-04-26)
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  • RetireEasy
    represented by an individual that individual warrants that he or she is at least 18 years old b The Adviser Subscriber will check and confirm the identity of any person wanting to register as an Adviser User as a pre condition to that person being provided with a user ID to access the Services via the Account At each monthly renewal of its subscription the Adviser Subscriber will reconfirm that each user ID remains associated with a current Adviser User c Subject to RetireEasy s data protection obligations as set out at Condition 13 the responsibility for the security of the Adviser Subscriber user ID password and other Account details rests with the Adviser Subscriber The Adviser Subscriber agrees to notify RetireEasy immediately if it becomes aware of any unauthorised use of its Account or any other breach of security d RetireEasy shall supply and make available on the Website the User Agreement and Privacy Policy that govern the terms on which Adviser Users can access use and or edit as the case may be the Website and the LifePlan Professional Tool and upload or download Information All agreements between the Adviser Subscriber and Adviser Users in relation to the Website and the LifePlan Professional Tool shall be subject to and governed by the User Agreement and Privacy Policy The Adviser Subscriber shall not allow any Adviser User to access and use the Account on any other contractual terms or pursuant to any other privacy policy e Access to the LifePlan Professional Tool is limited to the number of seat licences the Adviser Subscriber requires with one seat licence permitting 1 individual Adviser User to access the Website at any one time The number of seat licences the Adviser Subscriber has purchased shall be listed in the Online Form and subsequently on invoices and via the Account If the Adviser Subscriber wishes to increase the number of seat licences it requires it must notify RetireEasy and pay the current additional subscription fee for each additional seat as would be advised and or detailed on the Website f The rights granted under this Condition 8 are granted to the Adviser Subscriber and its Adviser Users only and solely for the purposes referred to in the Terms in particular as described in Conditions 1 and 14 a and in relation to Adviser Users the User Agreement The rights shall not be considered granted to any of the Adviser Subscriber s or Clients other offices business divisions subsidiaries group or holding companies g Each Adviser User must complete RetireEasy s registration procedure which includes accepting all the terms of the User Agreement and Privacy Policy and if not a Client must be and remain whilst the Agreement continues the Adviser Subscriber s full time employee working exclusively at the Adviser Subscriber s office and within the Adviser Subscriber s business If any Adviser User who is not a Client ceases to work exclusively at the Adviser Subscriber s office and within its business the Adviser Subscriber must notify RetireEasy so that it can terminate that Adviser User s registration and if the Adviser Subscriber so requests transfer the registration to another of the Adviser Subscriber s full time employees working exclusively at the Adviser Subscriber s office and within its business h The Adviser Subscriber shall maintain a written list of the Adviser Users using the Account and shall provide such list to RetireEasy as may be reasonably requested by RetireEasy from time to time i The Adviser Subscriber shall ensure that each Adviser User keeps a secure password for his or her use of the Services via the Account that such password is changed no less frequently than monthly and that each User keeps his or her password confidential j If the Adviser Subscriber discovers that the Services are via the Account or otherwise being used by third parties who are not Adviser Users or have not entered into a contract with RetireEasy permitting them to access and use the Services the Adviser Subscriber agrees to inform RetireEasy immediately k RetireEasy may audit the Website regarding the name and password for each Adviser User Such audit may be conducted no more than once per month at our expense and shall be exercised with reasonable prior notice in a manner so as to not substantially interfere with normal conduct of the Adviser Subscriber s or any of its Adviser Users business If such audit reveals that passwords have been provided to individuals who are not Adviser Users and without prejudice to our other rights the Adviser Subscriber shall promptly disable such passwords and shall not issue any new passwords to such individuals 9 The Information and the Adviser Subscriber s Intellectual Property a The Adviser Subscriber acknowledges and agrees that it and or the Adviser Users are entirely responsible for the Information The Adviser Subscriber represents and warrants to RetireEasy that it owns or otherwise has the right to use the Information b RetireEasy does not purport to own the Information RetireEasy acknowledges that all intellectual property and other rights subsisting in the Information are and shall remain the property of the Adviser Subscriber and or the Adviser Users The Adviser Subscriber grants to RetireEasy a non exclusive licence to make the Information available on the Website for the provision of the Services and to further use reproduce distribute transmit and display the Information if it wishes RetireEasy to provide it with other services and or products Further the Adviser Subscriber understands that RetireEasy may make such changes to the Information as it deems necessary to ensure conformity with the technical requirements of the Website or the Services The Adviser Subscriber agrees that this licence shall permit RetireEasy to take these actions 10 RetireEasy s Intellectual Property a The word RetireEasy the RetireEasy logo and Website and all other names logos icons and marks identifying RetireEasy and its products and services are trade marks of RetireEasy and may not be used without the prior written approval of RetireEasy The RetireEasy logo is a registered trade mark in the European Union registration number E9749615 b With the exception of the Information all rights title and ownership to all intellectual property rights in the Website including the LifePlan Professional Tool remain with RetireEasy Except as expressly provided in the Agreement nothing shall be construed to grant to the Adviser Subscriber any right title or interest in or to the Website or to RetireEasy s LifePlan Professional Tool All rights not expressly granted by RetireEasy in the Agreement are reserved c In relation to the Website and the Services the Adviser Subscriber shall not i incorporate copy duplicate modify distribute or otherwise use or share any content on the Website or in the LifePlan Professional Tool with any other person firm company organisation business or other third party except for the purpose of using such content to include in reports to the Adviser Subscriber s Clients ii attempt to reverse compile disassemble reverse engineer or otherwise reduce to human perceivable form any of the Website or LifePlan Professional Tool except as may be allowed by any applicable law iii assign transfer charge or deal in any other matter with its obligations or the benefit of or any of the rights granted to you under the Agreement iv attempt to obtain or assist others in obtaining access to or taking content from the Website or the LifePlan Professional Tool other than as provided under this Condition 10c v direct instruct advise authorise encourage or seek to persuade any of its Adviser Users to do any of the acts referred to in Conditions 10c i iv 11 Fees a To create the Account and to use the Services the Adviser Subscriber must pay the applicable subscription fees as quoted on the Website from time to time and pursuant to electronic invoices which RetireEasy will issue to it under the Agreement b RetireEasy will issue a first invoice electronically to the Adviser Subscriber once the Adviser Subscriber has successfully completed and submitted the Online Form and has been accepted as an Adviser Subscriber by RetireEasy c Once the first invoice is paid RetireEasy will issue subsequent invoices to the Adviser Subscriber on a monthly basis at the beginning of each calendar month d All invoices are payable within 7 days of receipt unless otherwise specified on the Website or otherwise agreed in writing between RetireEasy and the Adviser Subscriber e On payment of the subscription fee for a particular month the Adviser Subscriber will have the use of the Account and the Services for that month f To pay the subscription fees the Adviser Subscriber will need a valid debit or credit card and or a PayPal account The methods of payment RetireEasy accepts are set out in further detail on the Website g When using PayPal the Adviser Subscriber acknowledges that it enters into a separate agreement with PayPal on different terms and conditions for the provision by them of on line payment and invoicing services Your use of PayPal is subject to eligibility availability and compliance with PayPal s terms and conditions The Adviser Subscriber acknowledges and agrees that RetireEasy does not act as a payment services provider or any other intermediary in respect of payments RetireEasy is not a party to the Adviser Subscriber s agreement with PayPal and will not in any circumstances be liable to the Adviser Subscriber for any third party claim or liability relating to the provision of PayPal s on line payment services PayPal may at its sole discretion and without liability determine if the Adviser Subscriber is suitable to use a PayPal account to pay for the Services RetireEasy does not accept any liability to the Adviser Subscriber in respect of such determination h All fees include VAT and will be as quoted on the Website from time to time with the exception of any obvious error In cases of obvious error RetireEasy is under no obligation to provide the Adviser Subscriber with the Services at the lower price RetireEasy reserves the right to change its fee rates upon 30 days prior written notice to the Adviser Subscriber such revised fee rates to take effect on the expiry of this 30 day notice period The Adviser Subscriber may then either continue to use the Website and the LifePlan Professional Tool which is deemed acceptance of these changes to the fee rates or elect to terminate the Agreement i Neither the Adviser Subscriber nor the Adviser Users are permitted to charge a fee for or in any way resell the use of any part of the LifePlan Professional Tool via the Adviser Subscriber s Account or at all 12 Termination of the Agreement a Subject to the remaining provisions of Condition 12 the Agreement shall continue in full force and effect while the Adviser Subscriber s monthly subscription fees are paid up to date b RetireEasy may terminate or suspend the Agreement and the Adviser Subscriber s subscription immediately and without prior notice or liability if the Adviser Subscriber breaches any of the Terms including any failure by the Adviser Subscriber to pay its subscription fees If RetireEasy terminates the Agreement and the Adviser Subscriber s subscription under this Condition 12 b the Adviser Subscriber shall have no right to any refund of its fees c If the Adviser Subscriber wishes to terminate the Agreement it may simply discontinue using the Services or send an email to prosupport retireeasy co uk Subject always to Condition 12 a if the Adviser Subscriber terminates the Agreement it shall have no right to any refund of its fees although RetireEasy shall exercise its discretion in this regard on a case by case basis d RetireEasy may at any time terminate the Agreement on providing not less than 30 days written notice to the Adviser Subscriber Where applicable RetireEasy will refund to the Adviser Subscriber on a pro rata basis any subscription fee that has been paid for a given month and which is refundable on account of the Adviser Subscriber not receiving the benefit of a full month s subscription due to the termination e RetireEasy at its discretion may without liability suspend and or cancel the use of or access to the LifePlan Professional Tool of any Adviser User if in RetireEasy s reasonable opinion the Adviser User is in breach of the User Agreement f When and howsoever the Agreement expires or is terminated RetireEasy shall continue to store the Information on its servers for a further 6 months During this 6 month period the Adviser Subscriber may request an electronic copy of its Clients Information at a charge of 25 for each Client to be sent to the Adviser Subscriber s nominated e mail address If the Adviser Subscriber s Clients do not request their life plans within this 6 month period RetireEasy may then delete all the Information from its servers THE Adviser SUBSCRIBER ACKNOWLEDGES AND AGREES THAT ON THE EXPIRY OF THIS 6 MONTH PERIOD EACH CLIENT S INFORMATION INCLUDING ALL ACCOUNT INFORMATION MAY BE DELETED FROM RETIREEASY S DATABASE AND THAT RETIREEASY SHALL HAVE NO LIABILITY TO THE Adviser SUBSCRIBER WHATSOEVER FOR SUCH TERMINATION AND DELETION g All provisions of the Agreement relating to the Information to payment to intellectual property to liability and to indemnification shall survive termination 13 Data Protection a In this Condition 13 a Data Protection Legislation means any applicable data protection and privacy legislation in force anywhere in the world including the Data Protection Act 1998 DPA and the Privacy and Electronic Communications EC Directive Regulations 2003 and b the terms Personal Data Data Controller Data Processor and Process and Processing shall have the meanings given to them in the DPA and include Personal Data relating to Clients b To the extent RetireEasy Processes any Personal Data when performing its obligations under this Agreement Data i the Adviser Subscriber acknowledges that it is the Data Controller of the Data and that RetireEasy is acting on the Adviser Subscriber s behalf as a Data Processor of the Data ii RetireEasy will keep the Data reasonably confidential and reasonably secure from disclosure to unauthorised third parties c Each party to the Agreement warrants to the other that in performing its obligations under the Agreement it will comply with the Data Protection Legislation d The Adviser Subscriber will obtain and maintain all appropriate notifications and consents under the DPA in order to allow RetireEasy to Process the Data that it is required to Process as part of performing its obligations under the Agreement without such Processing contravening the DPA e RetireEasy shall comply with obligations equivalent to those imposed on the Adviser Subscriber as Data Controller under the seventh data protection principle set out in the DPA and in particular i ensure that it has and maintains appropriate safeguards for the security of the Data including appropriate technical and organisational security measures to prevent unlawful Processing of and accidental loss or destruction of or damage to the Data ii having regard to the state of technological development and the cost of implementing any measures and the harm that might result from its unauthorised or unlawful Processing or accidental loss destruction or damage 14 Liability a The LifePlan Professional Tool is merely a tool to assist in planning Clients retirement RetireEasy does not verify or check the Information The Adviser Subscriber uses the LifePlan Professional Tool and the Services entirely at its own risk b The Adviser Subscriber must evaluate and bear all risks associated with the use of the LifePlan Professional Tool and the Information or any reliance on said Tool and Information These risks include failing to obtain third party permissions to use content owned by them In no circumstances will RetireEasy be liable in any way for the Information or for any loss or damage of any kind incurred as a result of the Information being made available via the Services and or failing to comply with applicable law c If there is any dispute between the Adviser Subscriber and any third party in relation to the Information RetireEasy is under no obligation to either the Adviser Subscriber or that third party to become involved unless required by law to do so d RetireEasy is not authorised by the UK Financial Services Authority or under the UK Financial Services and Markets Act 2000 RetireEasy does not purport to give advice of any kind on what the Adviser Subscriber should or should not do with its Clients income and assets The Adviser Subscriber remains responsible for any decision that it makes in using the Website and in taking such decisions regard must be had to the restrictions on the scope of the Services and to the large number of other factors financial and or otherwise of which the Adviser Subscriber and the Adviser Users should be aware from sources other than the Website e As the networks on which PCs laptops notebooks and smartphones can sometimes be unreliable RetireEasy can only use its reasonable endeavours to ensure the Website and the Account are always available Thus RetireEasy will not be liable if for any reason the Website or the Account is unavailable at any time or for any period In particular access to the Website and the Account may be suspended temporarily without notice in the case of network or system failure maintenance or repair or reasons beyond RetireEasy s control RetireEasy may also without notice at its sole discretion modify the features availability operation and or look and feel of the Website or LifePlan Professional Tool at any time f The express terms of this Agreement are in place of all warranties representations conditions terms undertakings and obligations which but for the Agreement would be implied or incorporated into the Agreement or any collateral agreement by statute common law custom trade usage course of dealing or otherwise all of which are excluded to the

    Original URL path: http://www.retireeasypro.co.uk/professional/legal/termsandconditions (2016-04-26)
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  • RetireEasy
    or reorganisation but we will take steps with the aim of ensuring that your privacy rights continue to be protected Other than as set out above RetireEasy will not disclose any of your personal data without your permission to anyone unless RetireEasy is required by law to do so for example if required to do so by a court order or for the purposes of prevention of fraud or other crime Tell a Friend Gift Vouchers The Website may allow you to send details of RetireEasy and its products and services or RetireEasy gift vouchers to your friends by e mail Before you use our tell a friend or gift voucher service please satisfy yourself that your friend will want to receive the email from you Before RetireEasy sends on your tell a friend gift voucher email RetireEasy will check that your friend has not previously asked us not to send emails to them about RetireEasy s products and services On the basis this is not the case RetireEasy will send on your email and message to your friend and in doing so confirm to them who RetireEasy is Cookies When you visit the Website RetireEasy may store some information commonly known as cookies on your computer Cookies are pieces of information that a website transfers to your hard drive to store and sometimes track information about you Cookies are specific to the server that created them and cannot be accessed by other servers which means that they cannot be used to track your movements around the web Passwords and credit card numbers are not stored in cookies A cookie helps you get the best out of the Website and helps RetireEasy to provide you with a more customised service RetireEasy uses cookies for the following purposes RetireEasy uses cookies so that you will not have to re enter your details each time you visit the Website and RetireEasy uses cookies to track how the Website is used and to improve and update it You can block or erase cookies from your computer if you want to your browser s help screen or manual should tell you how to do this but certain parts of the Website are reliant on the use of cookies to operate correctly and may not work correctly if you set your browser not to accept cookies The website at www aboutcookies org provides in depth information about cookies The website at www aboutcookies org also tells you how to remove cookies from your browser Transferring your information outside of Europe As part of the services offered to you through the Website the information you provide to RetireEasy may be transferred to countries outside of the European Economic Area EEA By way of example this may happen if any of our servers are from time to time located in a country outside of the EEA or if one of RetireEasy s service providers is located in a country outside of the EEA By way of example

    Original URL path: http://www.retireeasypro.co.uk/professional/legal/privacypolicy (2016-04-26)
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  • RetireEasy
    we can help you get back in to your account safely Fill out the form below to request an e mail with information on how to reset your password Email address RetireEasy 2016 Terms Conditions Privacy Policy SaaS Solutions from

    Original URL path: http://www.retireeasypro.co.uk/guard/forgot_password (2016-04-26)
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web-archive-uk.com, 2017-12-18