Quick Start

  1. If you haven't already done so, sign up for free. This gives you access to the app and ensures you don't lose the information you enter. You'll receive an email with a link to activate your account.
  2. Log in to your account.
  3. Once you've logged in you'll land on a page where you can create your plan with some initial high-level information.
  4. After saving your plan you'll be taken to the Members page. A plan can have either one or two members. For each member you first enter basic information on the member.
  5. Once you've created a member you can add further specific information for that member by choosing from the displayed options. These include guaranteed income (including annuities & Defined Benefit pension income), employments, self-employments, other income, debts, life insurance and inheritances.
  6. If any members of the plan own properties, you should enter these on the Assets page. Such tangible assets can include a main home, any holiday homes, buy-to-let properties or undeveloped land. You can also enter assets for things like cars and works of art.
  7. Next you should go to the Spending page. Here you can enter both your essential and discretionary spending. It's important to enter all of your essential spending. Your discretionary spending is optional; if you decide to enter it, the program will later compare it to what it calculates you can actually afford.
  8. By this point you've entered everything the program needs in order to generate your strategy. Now go to the Strategy page and press the 'Generate' button. The program will email you when your strategy is ready, or you can just wait a few minutes.
  9. Once your strategy is ready it will appear on the Strategy page. You strategy consists of the high-level financial decisions that the program has optimised for you.
  10. To see the implications of following your strategy go to the Results page. On this page you'll find several different charts that help give you an in-depth understanding of what your financial future may look like. There's also a detailed explanatory report that includes an action list for putting your current strategy into practice.
  11. If you want to try to improve your strategy, go back to the Strategy page. There you can either ask the program to optimise it further, or you can edit it manually (a Standard subscription is required for this).
  12. Should your circumstances change, you can always go back and edit your plan. After this you should optimise your strategy, otherwise your strategy won't have taken your changes into account.
  13. As sophisticated as EvolveMyRetirement® is, we strongly recommend that you consult a financial advisor before acting on any strategy it generates. We've made it very easy to share your plan with someone else, and it costs you nothing; in fact you'll be rewarded with additional credits to optimise your plan. Just return to the Plan page and press the Share button. You'll be asked for the email address of your nominated person, for example a financial advisor or family member. They'll be notified by email.
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