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HR SOFTWARE FOR FINANCIAL SERVICES

HR built for McGill and Partners' global organisation

With teams and entities across markets, HR needs to balance local flexibility with global visibility. Personio gives McGill and Partners one place to manage HR, with the structure and controls needed to support a global financial services organisation.

McGill

Trusted by over 16,000 growing companies

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See Personio in action

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Keep every team connected as
McGill and Partners grows globally

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.

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Personio Home Dashboard

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.

Personio Time & Absence Management

Time & Absence
Management

Easily track working hours and manage time off. Stay compliant with local laws and ensure timely, accurate employee compensation.

Personio People Analytics

People
Analytics

Make informed decisions in real-time with templated and customised reports. Answer questions about your workforce and uncover key insights.

Personio AI Assistant

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.

Personio Workflow Automation

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.

Personio Docs & E-Signature

Documents &
E-Signatures

Sign offer letters, contracts, and employee docs digitally—fast and legally. Store everything centrally and eliminate printing, mailing, and chasing signatures.

Personio Preliminary Payroll

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

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Personio Assistant Stat 1

ISO 27001 Certified

Personio GDPR Compliance

GDPR Ready

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Data stored in Europe

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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

Anna Gullstrand

Chief People & Culture Officer, Mentimeter

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Firms managing 1,000+ employees across multiple parts of the business already run on Personio

33%

33%

more productive HR teams
12%

12%

overall HR cost savings
52%

52%

saw value within the first three months of implementation

CUSTOMER STORY

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25%

less time spend on HR admin tasks

Agnès Chauvigny
“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

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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.