Do you know how much your savings and investments are worth?
UK’s first ‘retirement planning dashboard’ lets you know precisely what your savings and investments are worth.
How can you know if or when you can afford to retire with pensions and investments values on a rollercoaster?
Or if what you’ve saved and invested will provide you with a comfortable retirement in the current uncertain economic climate? And for how long?
The Government and the financial sector are pushing hard to make a “pensions dashboard” available in the next few years; but ahead of that, RetireEasy.co.uk has introduced the UK’s first “retirement planning dashboard” – complete with an individual’s live share and fund values.
For the last few years, RetireEasy’s free LifePlan has been giving users an overview of all of their assets – including investments, pensions, savings, business assets and properties – and the income they receive. By using the program, users know when they can afford to retire, how much they can expect to safely take each year from their savings and investments, and whether their current savings will provide them with a comfortable future.
Now, in partnership with Morningstar, a leading provider of independent investment research, the new Premium LifePlan not only provides live updates on stocks and fund values to users of the new Premium service, but subscribers can also model a Lifetime Mortgage, create and compare multiple scenarios of their financial future, radically reduce life insurance costs through a Life Assurance Premium Checker and print user-friendly narrative reports.
Even though state pensions have outstripped inflation due to the triple-lock pensions system, average retirement incomes have fallen since pensions liberalisation in April 2015. Market volatility means it has never been more important for those in or nearing retirement to receive tailored, live updates on the value of their investments if they want an accurate assessment of their situation.
The new Premium Service (available for £3.99 a month) takes the technology considerably further.
New users can also access RetireEasy’s ‘Classic’ and ‘Basic’ services, which do not feature live updates, but provide a number of planning tools that users can choose depending on their needs. The ‘Classic’ service will be available to new users at £2.99 per month and the ‘Basic’ service will be free of charge.
Go to www.retireeasy.co.uk to find out more.
The contents of this article are for reference purposes only and do not constitute financial or legal advice. Independent financial or legal advice should be sought in relation to any specific matter. Articles are published by us without any knowledge or notice of the circumstances in which you or anyone else may use or rely on articles or any copy of the information, guidance or documents obtained from articles. We operate and publish articles without undertaking or accepting any duty of care or responsibility for articles or their contents, services or facilities. You undertake to rely on them entirely at your own risk, and without recourse to us. No assurance of the quality of articles is given or undertaken (whether as to accuracy, completeness, fitness for any purpose, conformance to any description or sample, or otherwise), or as to the timeliness of the publication.
Latest posts by Silversurfers Editor (see all)
- How many portions of fruit and veg do you eat each day? - February 23, 2017
- The unwavering popularity of Optiflame® - February 20, 2017
- Is a Jaffa Cake a biscuit or a cake? - February 20, 2017
- The Active Collection from Hotter - February 20, 2017
- Enjoy the benefits of owning a dog without the commitment - February 20, 2017
Leave a Comment!
Community Terms & Conditions
These content standards apply to any and all material which you contribute to our site (contributions), and to any interactive services associated with it.
You must comply with the spirit of the following standards as well as the letter. The standards apply to each part of any contribution as well as to its whole.
be accurate (where they state facts); be genuinely held (where they state opinions); and comply with applicable law in the UK and in any country from which they are posted.
Contributions must not:
contain any material which is defamatory of any person; or contain any material which is obscene, offensive, hateful or inflammatory; or promote sexually explicit material; or promote violence; promote discrimination based on race, sex, religion, nationality, disability, sexual orientation or age; or infringe any copyright, database right or trade mark of any other person; or be likely to deceive any person; or be made in breach of any legal duty owed to a third party, such as a contractual duty or a duty of confidence; or promote any illegal activity; or be threatening, abuse or invade another’s privacy, or cause annoyance, inconvenience or needless anxiety; or be likely to harass, upset, embarrass, alarm or annoy any other person; or be used to impersonate any person, or to misrepresent your identity or affiliation with any person; or give the impression that they emanate from us, if this is not the case; or advocate, promote or assist any unlawful act such as (by way of example only) copyright infringement or computer misuse.
Nurturing a safe environment
Our Silversurfers community is designed to foster friendships, based on trust, honesty, integrity and loyalty and is underpinned by these values.
We don't tolerate swearing, and reserve the right to remove any posts which we feel may offend others... let's keep it friendly!