HR SOFTWARE FOR FINANCIAL SERVICES
HR built for LGT Wealth Management
With teams across seven UK locations and ties to a mother company, HR must balance local flexibility with organisation-wide visibility. Personio gives LGT Wealth Management one place to manage HR, built for financial services firms.
Trusted by over 16,000 growing companies
See Personio in action
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Give every LGT team the right structure, with one clear view across the business
One platform, built for every entity
Give each entity its own processes, access rights, policies and employee experience while managing everything centrally. Keep reporting centralised and keep sensitive data safe.
A UK-based team behind every step
Bringing a new business on board means real decisions like access, payroll set-up, data, sign-on. You get a named implementation team to work through it with you, not a login and a help centre.
Trusted by financial services businesses
Firms with 50 to 2,000+ employees across wealth, insurance, mortgage and fund administration run their HR on Personio as they grow — because it's built to keep pace, not slow things down.
Personio Core HR
The HR foundation UK Finance companies can rely on
Centralise your HR data, automate the everyday, and give your team the tools to manage the employee lifecycle without the spreadsheets.
People & Org
Management
Skip the manual mess. Easily update people data, track org changes, and get a clear, connected view of your workforce—all in one place.
Time & Absence
Management
Easily track working hours and manage time off. Stay compliant with local laws and ensure timely, accurate employee compensation.
People
Analytics
Make informed decisions in real-time with templated and customised reports. Answer questions about your workforce and uncover key insights.
AI
Assistant
Turn complex HR data into confident decisions. Ask Personio Assistant any question and get AI-powered insights in seconds - all with privacy built in.
Workflow
Automation
Manage HR processes at scale and turn tedious tasks into repeatable workflows. Choose from pre-built templates or use a code-free workflow builder.
Documents &
E-Signatures
Sign offer letters, contracts, and employee docs digitally—fast and legally. Store everything centrally and eliminate printing, mailing, and chasing signatures.
Payroll
Preparation
Payroll data that’s accurate and audit ready. With one click, aggregate into one file for your payroll accountant or payroll integrations with partners like Xero or Sage 50.
Why 16,000 businesses choose Personio
Before Personio
Manual, inconsistent reporting
Custom setup per new firm
No group-wide headcount view
HR complexity grows with each acquisition
After Personio
Granular access by entity, team, group
Consistent structure, flexible by business
Dedicated implementation team, clear audit trail
One view: group-wide or entity-level
Automated onboarding, holidays, documents
ISO 27001 Certified
GDPR Ready
Data stored in Europe
of customers agree their data is more secure with Personio
Secure by design
Personio complies with the essential requirements of the EU GDPR, ensuring data protection is by-design and always-on across Personio’s application, infrastructure, and organisation.
“Personio helps us spend a minimum amount of time on rules and compliance, so we can spend time on things that matter and give us high value as a team.“
Anna Gullstrand
Chief People & Culture Officer, Mentimeter
Firms managing 1,000+ employees across multiple parts of the business already run on Personio
33%
12%
52%
CUSTOMER STORY
25%
less time spend on HR admin tasks
“Scaling means that what I need today is not what I will need tomorrow. To me, Personio is the perfect answer to that because I know I can do almost everything I want with the tool.”
Agnès Chauvigny|Senior people manager
Ready to see how it works for your business? Talk to our team.
Frequently asked questions
How does Personio support a business that's grown through acquisition or consolidation?
When your business has grown by bringing new firms into the fold, each one often needs its own structure — its own access rules, its own way of reporting. Personio's built to handle that as standard, so growth doesn't mean re-implementing HR every time.
Can we keep separate access and approval rules for different parts of the business?
Yes. Each part of your business can keep its own approval chain and access rules within a single Personio set-up — no separate logins or manual reconciliation needed.
What happens when a new part of the business joins?
You get a named implementation team to handle access rules, payroll set-up and data for the new addition — not a login and a help centre.
Can we report across the whole business, not just one part of it?
Yes. HR sees headcount and cost across the whole business, mapped straight through to payroll, without merging spreadsheets or reconciling separate systems.
Is Personio a good fit if we operate outside the UK too?
Personio is built and supported for UK and European operations. If a significant part of your business sits in the US, it's worth a conversation early — the fit is strongest for UK/Ireland-headquartered businesses with international parts sprinkled in, rather than heavily US-weighted ones.