Scheduling the next QBR

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Lornefield Pensions Administration: documents · cs

Daniel Okafor asked to schedule the next quarterly review. Imogen Hartley agreed to Wednesday afternoon and wants the session to focus on what the trustee-call and member-query views do for relationship managers.

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Current to 10 Oct 26

Daniel Okafor asked to schedule the next quarterly review. Imogen Hartley agreed to Wednesday afternoon and wants the session to focus on what the trustee-call and member-query views do for relationship managers.

Ask: Daniel offered an hour, with usage and a note on what the brain answers for the scheme-relationship managers.

Customer view: Imogen wants it to count rather than run through the usual slides. She will ask Douglas to join for the last part and wants the agenda a day ahead.

Next: Daniel should bring day-to-day evidence of value for relationship managers. The evidence does not show Douglas's role.

AI · claude-sonnet-5-5 · 10 Oct 2026

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Updated 9 Oct 26

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First message2025-07-25

Last message2025-07-28

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Daniel Okafor 25 Jul 2025 13:09
to Imogen Hartley
Hi Imogen, Thank you for your time on the last call. Just to close the loop, I'd like to get the next quarterly review in the diary while people still have some summer gaps. Would a slot early next week suit you? I can do Tuesday or Wednesday afternoon, and I'd keep it to an hour. I'll bring the usage picture for the team and a short note on what the brain has been answering for the scheme-relationship managers. If you'd like anyone else from your side to join, let me know and I'll adjust the agenda. How is the team finding it at the moment? Best wishes, Daniel
Imogen Hartley 28 Jul 2025 14:38
to Daniel Okafor
Hi Daniel, Thanks for this. Wednesday afternoon works for me, and I'd say let's make it count rather than run through the usual slides. The real question for me is what the trustee-call and member-query views are doing for the relationship managers day to day. I'll ask Douglas whether he can join for the last part. Can you send the agenda a day beforehand? Best, Imogen

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