EvolveMyRetirement
Simon Taylor
"Valuable Retirement Tool"
My wife and I had a financial review and pension planning session with an advisor a few years ago which utilised a professional, widely adopted software.
It was a very worthwhile experience.
Time has moved on, a few things in our finances have changed a little bit, and I wondered if it was possible that a similar software was available for use directly by ourselves. Something we could try different scenarios with, without triggering a full blown and costly review.
In EvolveMyRetirement, I have found it!
Does everything I could want and more.
I think we will be making use of the program for a long time.
Customer
"Good tool to evaluate pension scenarios"
Good tool to evaluate pension scenarios
I Cable
"Straight forward to enter data."
Straight forward to enter data.
Interesting to see result.
Good to be able to update and fine tune data.
Now need to act upon it !
Richard Wood
"What a great tool"
What a great tool. Easy to use and fit for purpose.
Giulio Vuolo
"First impression is very good"
First impression is very good. interesting. Looks like a good approach and will play with it alongside a more traditional cashflow analysis.
mark ellis
"to complicated"
to complicated, advice thereafter to vague
Fabio
"Good Service!"
Good Service!
oneoften totheten
"Brilliant retirement planning tool - just get it."
Until I discovered EvolveMyRetirement, I had been planning my retirement in a spreadsheet and relying on the 4% "rule of thumb" for drawdown while making my best guess at the optimum retirement saving and drawdown strategies.
EvolveMyRetirement is a game-changer - it is a brilliant tool that will find an optimum strategy for your circumstances. It provides deep insight into questions such as;
1) Am I saving enough?
2) How much can I safely drawdown?
3) Which sources of income should I draw on?
and many more.
The support from the company is excellent with responsive replies to questions and feedback.
It is a powerful tool which is very user-friendly for what it does. Of course it still requires a reasonable degree of financial and numerical knowledge to use, but if you can use a spreadsheet you should be fine.
Given what it does, the paid version is an absolute bargain, even if (or especially if) you intend to employ a financial advisor to plan your retirement. Highly recommended.
Alex
"Straightforward & helpful"
Straightforward & helpful to assess how reasonable spending can potentially ensure a dignified retirement.
Wojciech Szymanski
"Excellent tool"
Excellent tool. It helps me clearly understand my spending in relation to my retirement savings.
Highly recommended...
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