How Henderson Stone Secured Client Data and Saved Time With Mailock

Before Mailock, Henderson Stone relied on password-protected PDFs and a legacy secure email tool - workflows that added admin work and frustrated clients who struggled with passwords, attachments, and unfamiliar portals.

Henderson Stone set out to find a simpler way to send sensitive client information. This case study explains how the firm adopted Mailock to streamline secure communications, improve client experience, and reduce costs.

Who Are They?

Henderson Stone is a Glasgow-based financial advisory firm providing bespoke wealth planning and protection services to individuals, families, and businesses across the UK.

Part of Quilter Financial Planning, an award-winning UK network of advisers, the team has decades of experience delivering financial guidance designed to support clients at every stage of their financial journey.

The Challenge

Before Mailock, Henderson Stone relied on a combination of password-protected PDFs and a commonly used secure email tool.

Clients found the experience clunky - especially those less comfortable with technology.

Downloading attachments, setting up passwords, and navigating unfamiliar portals introduced friction.

There were also limitations around file sizes, inconsistent delivery, and a heavy admin burden for the team.

"We used to send everything by post or protect documents with passwords. Clients had to enter passwords for each file - it was a pain for them and us."

Sonia, Operations Team, Henderson Stone

The Solution

After trialling Mailock, the team quickly saw the benefits of switching to a platform that integrates directly with Outlook, making it easy to send encrypted emails from the tools they already use.

With support from Beyond Encryption, the setup process was smooth.

The firm’s Operations Lead coordinated the onboarding and training sessions, supported by a hands-on walkthrough from the Mailock team.

"We had a trial period, and an internal session to walk through how it works. Everything was really simple. That’s why we went ahead with it."

Sonia, Operations Team, Henderson Stone

Today, the team uses Mailock to protect daily client communications - no more password juggling or clunky portals.

The Outcome

Smoother Operations

• Time savings: Secure emails are sent in a few clicks, no extra steps needed
• Client clarity: No confusion over passwords or portals
• Cost reductions: Less reliance on post or paper processes

"It's saved us so much time and money. And we’re no longer worried about whether something's secure - we just know it is."

Sonia, Operations Team, Henderson Stone

Client Trust and Simplicity

Clients who had used passworded attachments or older encryption tools were quick to notice the difference:

"Clients have said it’s really simple. They’ve seen our process evolve and say Mailock is by far the easiest."

Sonia, Operations Team, Henderson Stone

Responsive Support

When an issue came up with attachments, the Mailock support team responded instantly.

The Beyond Encryption support team quickly resolved the issue on a call.

"Rob sorted it in five minutes. He was brilliant - really knew what he was doing, and didn’t make me feel silly at all."

Sonia, Operations Team, Henderson Stone

Peace of Mind Every Day

With Mailock, Henderson Stone can focus on their clients - not email admin or data risks.

The team sends secure messages from Outlook without the password juggling or portal friction that slowed work before.

"It’s fantastic. Simple to use, and we know our client data is safe - which is the number one priority."

Sonia, Operations Team, Henderson Stone

FAQs

Why Did Henderson Stone Move Away from Password-Protected PDFs?

The old process added admin work and created client frustration around passwords, attachments, and unfamiliar tools.

What Client Experience Problem Was Mailock Solving?

Mailock aimed to make secure document access simpler while keeping sensitive client information protected.

What Admin Benefits Did the Firm See?

Reducing password handling and awkward file workflows helped the team send confidential information more efficiently.

Reviewed by

Sam Kendall, 31.05.26

This content is for general information only and is not legal advice.