Setting up your review call
Email thread Ardenmore Pension Administration · cs
Marcus Bell proposed a review call. Harjit Bains agreed, asked to speak before a trustee meeting, and wants evidence the team is getting answers quicker. Logistical thread; Thursday afternoon agreed.
What was said
What this says
Current to 14 Oct 26Marcus Bell proposed a review call. Harjit Bains agreed, asked to speak before a trustee meeting, and wants evidence the team is getting answers quicker. Logistical thread; Thursday afternoon agreed.
Ask: Harjit wants to talk before the trustee meeting and expects the trustees to ask whether the team is getting answers quicker.
Customer view: Constructive and engaged. She frames the value question in terms of speed of answers.
Next: Marcus is to send an invite for Thursday afternoon and lead with the questions-asked trend.
The thread
Updated 9 Oct 26Messages
Marcus Bell 9 Jul 2024 16:36Hi Harjit, It's about time we got a review in the diary for Ardenmore. I've pulled the numbers and would like to walk you through them: - how the team is using the brain day to day - which questions are being asked most - anything you'd like us to tune before the contract year closes Shall we book thirty minutes sometime next week? Happy to jump on a call whenever suits you. Thanks, Marcus
Harjit Bains 9 Jul 2024 16:46Hello Marcus, Thank you, that would be useful. I have a trustee meeting coming up, so I'd rather we spoke before it and not after. What will the trustees ask? Mostly whether the team is getting answers quicker, so anything you can show me on that would help. Thursday afternoon is the best day for me. Would that work? Kind regards, Harjit- Marcus Bell 9 Jul 2024 17:35Hi Harjit, Thursday afternoon works for me. I'll send an invite shortly and share my screen at the start so we can go through the usage picture together. I'll put the questions-asked trend at the top, since that's what you'll want for the trustees. Thanks, Marcus