Lornefield Pensions Administration / BB-Demo – Renewal
Callcompleted
Lornefield Pensions Administration: documents · 2025-03-06 09:45
Nell Ashcombe offered Lornefield a straight Growth renewal: same tier, same users, same price. Douglas Baird would recommend it but the group decides. Morag Lindsay asked about invoice period, terms and signing.
What was said
What this says
Current to 10 Oct 26Nell Ashcombe offered Lornefield a straight Growth renewal: same tier, same users, same price. Douglas Baird would recommend it but the group decides. Morag Lindsay asked about invoice period, terms and signing.
What happened: On 6 Mar 2025 Daniel Okafor and Nell Ashcombe met Douglas Baird and Morag Lindsay. Daniel reported around thirteen people active on an average day, up by nearly a third on the quarter before.
Customer view: Douglas said managers prepare trustee calls in a fraction of the time. He would recommend a straight renewal, but the decision does not rest with him alone.
Commercial: Growth, forty users, £44,000 a year, renewed as it stands, with no increase. Extra users are a later conversation given the headroom.
Watch: The group approves and expects a short paper and a clear figure. Morag wants the renewal invoice to state its period.
Themes
Current to 9 Oct 26Theme
Straight Growth renewal
Importance
renewal
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor to send the draft order form with the contract period by Friday.
- Daniel Okafor to prepare a short usage and value summary Douglas can pass to the group.
- Daniel Okafor to check the renewal invoice wording with the finance team so it states start and end.
Risks
Current to 9 Oct 26- Douglas Baird does not decide alone, so the group's approval is still needed.
- The group expects a short paper and a clear figure, and a late or unclear one could delay sign-off.
- The last invoice only said annual, so a renewal invoice without its period would cause friction.
Opportunities
Current to 9 Oct 26- About a third of the forty seats are in daily use, so growth in manager adoption could justify extra users later.
- Positive trustee feedback on briefing papers gives a value story to take to the group.
Transcript
Daniel Okafor NoneGood morning, Douglas, good morning, Morag. Thank you both for your time. Nell is with me too. Can everyone hear all right?
Douglas Baird NoneGood morning, Daniel, and Nell. Yes, I can hear you perfectly. Thank you for arranging this. I think Morag is just finding the right document.
Morag Lindsay NoneMorning. Sorry, nearly there. Right, I have the order form and the last invoice in front of me. Go ahead.
Nell Ashcombe NoneMorning, both. Douglas, what do you need to leave with today?- Douglas Baird NoneA clear way forward on the renewal, Nell, and, I confess, a little reassurance that the trustees will be content with it. Perhaps I might summarise where we stand. Imogen's team have found the brain rather more useful of late, and I have been keen to see whether that is borne out.
- Daniel Okafor NoneIt is, and I'm delighted to say so. Let me give you the numbers, and then we can talk about the renewal itself. Around thirteen people active on an average day over the last month. That is up by nearly a third on the quarter before.
- Douglas Baird NoneThat is most encouraging. I recall that, at our previous discussion, the position was rather less favourable.
- Nell Ashcombe NoneIt was, and that one was uncomfortable. The change came from the managers. The working sessions helped, and Imogen's team started opening their weekly meeting with it. I'd say it's theirs, not ours.
- Daniel Okafor NoneI'd agree. And no tickets this month at all, which I'm always glad to see. How is the team finding it, Douglas, from where you sit?
- Douglas Baird NoneFavourably, in truth. The managers speak of preparing trustee calls in a fraction of the time. One of the trustees remarked on the quality of the briefing papers, and I did not feel it necessary to explain why.
- Nell Ashcombe NoneThat's the best kind of review. Then I'll keep it short. You're on Growth, forty users, forty-four thousand a year. We'd like to renew it as it stands. Same tier, same users, same price. No increase.
- Douglas Baird NoneI am grateful for that, Nell. A straight renewal is, I think, what I should wish to recommend. In fairness, I should note that the decision does not rest with me alone, as the group has its own view of such matters.
- Daniel Okafor NoneThat's understood, and we wouldn't want to put you on the spot. What would be helpful is if we could make it easy for you to take it upward. I can prepare a short summary of the usage and the value, along with the renewal terms, in a form that you can pass on as it is.
- Douglas Baird NoneThat would be very welcome. The group generally expects a short paper and a clear figure.
- Morag Lindsay NoneCan I come in? I've got three points, for our records.
- Nell Ashcombe NonePlease, Morag.
- Morag Lindsay NoneOne. The renewal invoice. Can you confirm the period it would cover, and that it will state the start and the end on its face? The last one just said annual.
- Daniel Okafor NoneYes. It'll carry the contract period explicitly, starting from the day after the current contract ends, which is in early April. I'll check the wording with our finance team so it's right.
- Morag Lindsay NoneGood. Two. Payment terms. We've been paying on the run after receipt. Is it still thirty days?
- Nell Ashcombe NoneIt is. Annual in advance, thirty-day terms, same as before. If you'd prefer quarterly, we can do that on request.
- Morag Lindsay NoneAnnual's fine. It's cleaner for our books. Three. Who do we send the signed order form to, and by when? I don't want it sitting in somebody's inbox.
- Daniel Okafor NoneIt'll come from me, through the usual signing route, and I'll tell you in the email what we need and by when. As things stand, the order form should be with you comfortably before the contract end. I'll come back to you by Friday with the draft.
- Morag Lindsay NoneThank you. That's me done. I won't sign anything myself, it'd go to Douglas.
- Douglas Baird NoneQuite right, Morag. And if I may, Daniel, one further point. Should the group wish to add more users in the future, would that be a simple matter?
- Daniel Okafor NoneIt would. Extra users come in blocks, and with forty seats and about a third in daily use you've lots of headroom for now. But if the managers keep adopting it at this rate, it's a conversation worth having later, not today.
- Nell Ashcombe NoneI'd rather you renewed at the right size than bought more than you need. We can revisit it at the next review.
- Douglas Baird NoneI find that a most reasonable position, and I thank you for it.
- Daniel Okafor NoneSo, to close the loop. A renewal on Growth, as it stands, same price and same forty users. A short usage and value summary for you to take to the group. The draft order form with the contract period on it, by Friday. Have I missed anything?
- Douglas Baird NoneI believe that is complete. Thank you both, truly.
- Morag Lindsay NoneNothing from me. Many thanks, Morag.
- Nell Ashcombe NoneThanks, all. Best, Nell.
- Daniel Okafor NoneThank you. Best wishes, Daniel.
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