Equality, Diversity and Equal Opportunities Policy

Henderson Stone & Co Ltd are a firm of Chartered Financial Planners committed to encouraging equality, diversity and equal opportunities amongst its workforce, whilst eliminating unlawful discrimination.

As Chartered Financial Planners, we are committed to:

  • Encouraging equality and diversity in the workplace.
  • Making sure our employees are representative of all sections of society and for each employee to feel respected, free to carry out their work to the best of their ability.
  • Providing our financial services without discriminating against any of our clients, visitors to our offices, or the general public.
  • Providing equality, fairness and respect for all in our employment, whether temporary, part-time or full-time.
  • Not discriminating (under the Equality Act 2010) against the characteristics of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race (including colour, nationality, and ethnic or national origin), religion or belief, sex (gender) and sexual orientation.
  • Opposing and avoiding all forms of unlawful discrimination. Including in pay and benefits, terms and conditions of employment, dealing with grievances and discipline, dismissal, redundancy, leave for parents, requests for flexible working, and selection for employment, promotion, training or other developmental opportunities.
  • Creating a working environment free of bullying, harassment, victimisation and unlawful discrimination, whilst promoting dignity and respect for all, and where individual differences and the contributions of all staff are recognised and valued.
  • Offering awareness training to our advisers and support team about their rights and responsibilities under the equality policy. All staff should understand they, as well as their employer, can be held liable for acts of bullying, harassment, victimisation and unlawful discrimination, in the course of their employment, against fellow employees, clients and the general public.
  • Taking seriously any complaints of bullying, harassment, victimisation and unlawful discrimination by fellow employees, clients, visitors, the public and any others in the course of the firm’s business activities.

Such acts will be dealt with as misconduct under the organisation’s grievance and/or disciplinary procedures, and any appropriate action will be taken. Particularly serious complaints could amount to gross misconduct and lead to dismissal without notice. Further, sexual harassment may amount to both an employment rights matter and a criminal matter, such as in sexual assault allegations. In addition, harassment under the Protection from Harassment Act 1997 – which is not limited to circumstances where harassment relates to a protected characteristic – is a criminal offence.

  • Making opportunities for training, development and progress available to all staff, helping and encouraging them to develop their full potential, so their talents and resources can be fully utilised to maximise the efficiency of the firm.
  • Taking decisions concerning staff based on merit (apart from in any necessary and limited exemptions and exceptions allowed under the Equality Act).
  • Reviewing employment practices and procedures when necessary to ensure fairness, and also update them and the policy to take account of changes in the law.
  • This equality policy is fully supported by the directors of Henderson Stone & Co Ltd and has been agreed with employee representative Sonia Lyons.

Should an employee, client or member of the public wish to make a complaint or highlight any grievance regarding any of our commitments outlined above, they should in the first instance communicate with Jan Saglar, at Henderson Stone & Co Ltd, by either approaching her directly at our office address – McCafferty House, 99 Firhill Road, Glasgow G20 7BE. By emailing jans@hendersonstone.co.uk or by calling our office number: 0141 352 7800.

Use of the firm’s grievance and/or disciplinary procedures does not affect an employee’s right to make a claim to an employment tribunal within three months of the alleged discrimination.