Follow-up from our review
Email thread Kelvinhaugh Pension Services: documents · cs
After the December review call, Hamish Crawford confirmed Daniel Okafor's summary was accurate and asked for usage by team and by person ahead of the renewal. Fiona Drummond and Ailsa Dunlop did not reply in the thread.
What was said
What this says
Current to 11 Oct 26After the December review call, Hamish Crawford confirmed Daniel Okafor's summary was accurate and asked for usage by team and by person ahead of the renewal. Fiona Drummond and Ailsa Dunlop did not reply in the thread.
Ask: Hamish wants usage broken down by team and by person so the customer can see who is actually using the brain. He copied Fiona and Ailsa to add anything he had missed.
Customer view: Hamish accepted the recap, which said usage was up on the previous quarter with the scheme relationship team the heaviest users. His concern remains who uses it, not whether it works.
Next: Daniel committed to send the breakdown by early next week. There is no customer response from Fiona or Ailsa in the thread.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 9 Dec 2025 16:25Hello all, Thank you for your time on the review call, and for making room for it so close to the end of the year. Just to close the loop on what we covered: - Usage is up on the previous quarter, with the scheme relationship team the heaviest users. - There were a couple of support tickets this past month, and I will make sure both are fully closed out. - Hamish asked for a clearer picture of use by team, which I'll prepare. If I have missed anything, please say. How is the team finding it day to day? I'd value your honest view, particularly from Fiona and Ailsa. Best wishes, Daniel
Hamish Crawford 12 Dec 2025 17:03Daniel, Thank you for the note. The summary is accurate. Ahead of the renewal I would like to see usage broken down by team and by person, so we can see who is actually using it. Fiona and Ailsa are copied so they can add anything I have missed. Hamish Crawford- Daniel Okafor 12 Dec 2025 19:26Hello Hamish, Fiona and Ailsa, Understood, and thank you. I'll pull together usage by team and by person and send it over before we sit down on the renewal. I'll come back to you by early next week with it. If there are particular questions the board is likely to ask, do let me know and I'll make sure the summary answers them. Best wishes, Daniel