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Hours, leave and safety for financial services

We work with financial organisations from building societies to investment groups, so we know how regulated roles, branch hours and hybrid offices fit together. RotaOne keeps the records straight, and Musterd accounts for everyone in the building when it matters.

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An office tower beside a trading desk with two screens
Hybrid
office and home days recorded
Multi-site
head office and branches as one
Real time
who is in the building, for roll call
Why Thinking Software

Trusted by mutuals, advisers and investors

Our customers in the sector include Marsden Building Society, a mutual offering savings, mortgages and home insurance, and SFM Global, a provider of risk management and business consulting services. Cathay Investments, which acquires and grows mid-market companies across diverse sectors, uses RotaOne.

  • Hours, holiday and absence records that stand up to scrutiny
  • Branches and service teams kept covered
  • A clear picture of who is in the office on any day

Trusted in this sector by organisations including

  • Cathay-Investments
  • Marsden Building Society
  • SFM Global
See all our customers
The challenges

What financial services firms are managing

Regulation reaches into how firms staff, record and protect their people. These are the workforce and safety pressures UK financial organisations face.

  1. 01

    Certified roles need current evidence

    Under the FCA’s Senior Managers and Certification Regime, firms must assess certified staff as fit and proper on appointment and at least once a year, weighing qualifications, training and competence. Tracking who holds what, and when it lapses, is constant work.

  2. 02

    Resilience depends on people

    FCA operational resilience rules, in full effect since 31 March 2025, expect firms to map the people, processes, technology and facilities behind each important business service. Knowing who can cover a critical role on any day is part of that.

  3. 03

    Holiday records are now a legal duty

    Since 6 April 2026, employers must keep records adequate to show they have met annual leave and holiday pay rules, and keep them for six years. Firms with hybrid patterns and flexible working arrangements need those records in one place.

  4. 04

    Hybrid offices make roll call harder

    When attendance changes daily, the evacuation plan required under the Regulatory Reform (Fire Safety) Order 2005 cannot rely on a fixed list. Fire wardens need to know who actually came in today, and who needs help to leave.

RotaOne

RotaOne for financial services

One system for branch rotas, office attendance, leave and payroll data, with records you can produce when they are asked for. Every feature is included in one price.

Book a RotaOne DemoExplore RotaOne
RotaOne time and attendance software illustrated on a laptop, tablet and desktop: reports, a team member clocked in, and the weekly rota

  • Qualifications with expiry dates

    Record the skills and qualifications of each employee and set expiry dates, so you can see at a glance whose training is current and who needs a refresher before their next annual assessment.

  • Key roles always covered

    Set minimum staffing levels for key personnel in branches, operations and service teams, and receive under-staffing alerts before a gap puts an important business service at risk.

  • Leave records that stand up

    Staff request leave in the app and can only book what they are entitled to. Allowances, absences and costs are reported from real-time data, so your holiday records are complete and easy to produce.

  • Clean data for payroll

    Hours, overtime and absence flow into payroll exports in the format and frequency you choose, delivered securely and integrated with leading payroll systems and HR platforms.

The RotaOne features that matter most

Musterd roll call and evacuation app illustrated on two smartphones: the live list of who is safe, and the site map with zones
Musterd

Musterd for offices and branches

Musterd shows, at every moment, who is on site, who is off site and who is missing. In an evacuation your wardens check people off on their phones while you follow every building from one screen.

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  • Today’s occupants, not last month’s list

    Musterd works from live attendance data, so hybrid days and early starts are reflected in the roll call. Anyone not yet confirmed safe is flagged UNSAFE straight away, with their last known location.

  • Help for those who need it

    Flag disabled personnel who need assistance to leave, so wardens in a multi-storey office know who to reach first, and text anyone still UNSAFE to find out where they are.

  • Head office and branches together

    Run roll calls across head office and branch sites, give each muster point its own team, and keep a post-event report of every evacuation for your compliance records.

The Musterd features that matter most

Customer success stories

Case studies

How organisations like yours run their workforce, and keep it safe, with Thinking Software.

View all case studies
  • Cathay Investments logoInvestment & Financial Services

    Cathay Investments

    Acquires and grows mid‑market companies across diverse sectors

    People across the group
    300

  • Southbank Centre logoEntertainment & Leisure

    Southbank Centre

    Southbank Centre is a world-famous, multi-venue arts centre in London, with a dynamic year-round festivals programme and an inclusive ethos.

    Hosts
    200+
    Shifts a year
    30,000

    Reduced admin workload and enhanced accuracy of staff timekeeping and attendance data

  • Somerset Care logoHealth and Social Care

    Somerset Care

    The Somerset Care Group are one of the major care providers in Southern England and one of the largest not-for-profit care companies in the UK.

    Employees
    4,500
    Staff at each site
    70-80

    Payroll processing reduced from several hours to less than 2 hours weekly

  • Malmaison & Hotel du Vin logoHospitality & Events

    Malmaison & Hotel du Vin

    Whether it’s for their prime locations, their unique style or their memorable individuality, the Malmaison & Hotel du Vin brands are well-known.

    Staff across both brands
    3,000
    Hotels
    29

    “Huge increase in payroll efficiency, from breaks right through to managing start and end times”

Testimonials

What our customers say about RotaOne and Musterd

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“We’ve been using Thinking Software for several years now, and it’s been a game-changer for our business.”

Olympus Global logoTinaHR Manager, Olympus GlobalRotaOne
Industries

Time and Attendance for Every Sector

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Accreditations

Hosted on Microsoft Azure, certified to ISO 27001 and Cyber Essentials Plus, and registered with the Information Commissioner’s Office.

  • Microsoft Azure
  • Cyber Essentials Plus certified
  • Registered with the Information Commissioner's Office
  • ISO 27001 certified

Trusted by organisations worldwide

  • BM Foods
  • Cathay-Investments
  • Freshpeel
  • Glasgow Science Centre
  • Kingsley Healthcare
  • Lantor
  • Limar
  • Lincad
  • Markes International
  • Richard Whittaker
  • Senior Bird Bellows
  • Somerset Care
  • Steatite
  • North Ayrshire Council
  • APS Care Limited
  • The Kronen Collection
  • The Ardagh Group
  • Southbank Centre
  • Crealy Theme Park and Resort
  • Malmaison & Hotel du Vin
  • Holiday Inn
  • Parseq
  • Camino Healthcare
Book your demo

Which product would you like to see?

See RotaOne in action

Join organisations using RotaOne to run time and attendance, rotas, absence, HR and payroll more effectively. In a live walkthrough, a product specialist shows you how the system supports day-to-day workforce management and fits the processes you already have.

Learn more while you waitDownload the RotaOne BrochurePDF, 5.3 MB

  • Live 60-minute session

    A detailed walkthrough of the features that matter to your organisation.

  • Real-time dashboard

    See live attendance, rota updates and user actions as they happen.

  • Reporting showcase

    Explore key reports, how the data is generated and how it’s exported.

  • Automation in practice

    Watch rules, alerts and scheduling logic take care of routine work.

  • Expert guidance

    Put your questions to a product specialist who knows the system inside out, and ask about costs. No obligation.

RotaOne

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