EvolveMyRetirement

Financial Operations and Advisory
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31 reviews
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Customer Reviews about

EvolveMyRetirement

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Simon Taylor

5.00/5.00

"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.

30/03/2023

Customer

5.00/5.00

"Good tool to evaluate pension scenarios"

Good tool to evaluate pension scenarios

12/03/2023

I Cable

5.00/5.00

"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 !

14/02/2023

Richard Wood

5.00/5.00

"What a great tool"

What a great tool. Easy to use and fit for purpose.

21/01/2023

Giulio Vuolo

5.00/5.00

"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.

30/12/2022

mark ellis

1.00/5.00

"to complicated"

to complicated, advice thereafter to vague

10/11/2022

Fabio

5.00/5.00

"Good Service!"

Good Service!

30/05/2022

oneoften totheten

5.00/5.00

"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.

04/04/2022

Alex

5.00/5.00

"Straightforward & helpful"

Straightforward & helpful to assess how reasonable spending can potentially ensure a dignified retirement.

02/02/2022

Wojciech Szymanski

5.00/5.00

"Excellent tool"

Excellent tool. It helps me clearly understand my spending in relation to my retirement savings.
Highly recommended...

24/12/2021
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