The UK’s only consumer “retirement planning dashboard” with live investment values launched

How can you best plan for your retirement years in the current uncertain economic climate?

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 Government and the financial sector are pushing hard to make a “pensions dashboard” available in the next few years; but ahead of that, AAA member has introduced what it describes as the UK’s first “retirement planning dashboard” – complete with an individual’s live share and fund values.

RetireEasy’s LifePlan gives 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 will 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.

The free retirement planner available to subscribers will continue, but the new Premium Service (available for £3.99 a month) takes the technology considerably further.

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.

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 £1.99 per month and the ‘Basic’ service will be free of charge.

Go to to find out more.

By Tony Watts OBE, Director of

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