Energise Your Business
Energise
Your Business
What we do to solve the 2nd problem
We are Life and Financial Planners working with employees to boost engagement within forward-thinking companies that genuinely care about their people. Our service is a deeply impactful benefit for businesses that value their teams’ well-being and growth.
Businesses with high engagement are
40% more profitable
People who are engaged at work are
43% more productive
... better at meeting customer needs
...78% better at solving problems
...87% happier in life
Life, Financial & Career Planning
Life, Financial and Career planning empowers people to fulfil their dreams, yet it’s rarely discussed or prioritised in traditional workplaces.
This then makes it almost impossible for companies to align an individual's career progress with a life they truly love.
For an employee to be able to articulate how life would pan out in an ideal world over the next 30 years allows you, as an employer, to build out a career path with them, which aligns with their goals and dreams.
Most workplaces don’t, or don't know how to address this, yet personal finance and life goals are major drivers of employee satisfaction.
Aligning the two empowers individuals to pursue their dreams and lead fulfilling lives while contributing positively at work.
Engaged, Fulfilled & Happy Employees
Research shows that employee engagement is a widespread challenge, with only 1 in 5 employees feeling truly connected to their work, while over half are “quiet quitters,” lacking genuine motivation.
This disengagement costs the global economy approximately $8.8 trillion in lost productivity each year.
Less than 10% of SMEs have a formal engagement strategy. This lack of alignment and motivation has a direct impact on your bottom line.
We bridge this gap by aligning employees’ life and financial goals with their work, resulting in heightened engagement and which research shows boosts company profitability by up to 21%.
Our approach drives a deeper commitment to personal and professional growth, creating a more engaged, productive, and fulfilled workforce.
Empowered Team
Life and Financial Planning
Life and financial planning empowers people to fulfil their dreams, yet it’s rarely discussed or prioritised in traditional workplaces.
We aim to shift the financial planning landscape to be grounded in life planning, supporting individuals in building meaningful, sustainable futures.
Most workplaces don’t address this, yet personal finance and life goals are major drivers of employee satisfaction. We aim to transform traditional financial planning by first enabling people to create deeply meaningful life plans.
This empowers individuals to pursue their dreams and lead fulfilling lives while contributing positively at work.
Our approach turns life and financial planning into a transformative tool for engagement happiness and performance, helping companies create meaningful work environments that inspire purpose and direction
Energise Your Business
Engaged Employees
Research shows that employee engagement is a widespread challenge, with only around 32% of employees feeling truly connected to their work, while over half are “quiet quitters,” lacking genuine motivation.
This disengagement costs the global economy approximately $8.8 trillion in lost productivity each year.
Many SMEs lack structured engagement strategies.
We bridge this gap by aligning employees’ life and financial goals with their work, resulting in heightened engagement and boosting company profitability by up to 21%.
Our approach drives a deeper commitment to personal and professional growth, creating a more engaged, productive, and fulfilled workforce.
How it helps
By empowering your team with our Life and Financial planning programmes, you'll see remarkable improvements
across key business metrics:
Increased employee engagement and retention
When your people have clarity on their personal and financial goals, they're more invested in the success of your business. This drives higher levels of engagement, reduced turnover, and a stronger employer brand.
Improved Productivity and Performance
With a clear roadmap for their future, your employees are more focused, motivated, and able to perform at their best. This translates to measurable gains in individual and team productivity.
Enhanced Company Culture and Profitability
As your workforce becomes more aligned, fulfilled, and financially secure, you'll cultivate a positive, high-performing culture. This directly boosts your company's reputation, customer satisfaction, and overall profitability.
The beauty of our approach is that it's not just a one-time benefit - it's an ongoing partnership that keeps your team engaged and energised over the long term.
Let us help you unlock your company's full potential.
Unlock Your Team’s Potential: Partner with Your Y for Lasting Engagement and Growth
Discover how our life and financial planning approach can energise your workforce, boost productivity, and build a stronger culture.
Connect with us today to learn how we can support your company’s journey towards meaningful employee engagement.
Sign up to receive exclusive insights and resources including our Life & Financial Assessment Survey to fuel your Life and Financial goals.
Your Y Ltd, FRN969033, is an appointed representative of Cheetham Jackson Ltd, FRN514951 which is Authorised and regulated by the Financial Conduct Authority.
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