Morag Lindsay
Person
Lornefield Pensions Administration: documents · finance
Finance Manager at Lornefield Pensions Administration. She tests figures, invoice periods and terms on every deal and renewal, but says she cannot commit the group herself. Douglas Baird holds the decision.
Who they are
Insight
Current to 11 Oct 26Finance Manager at Lornefield Pensions Administration. She tests figures, invoice periods and terms on every deal and renewal, but says she cannot commit the group herself. Douglas Baird holds the decision.
Role: Finance Manager in Edinburgh, CRM role finance. She is on the invoice threads and the negotiation and renewal calls from 2023 onwards.
Influence: she shapes the paperwork, not the decision. On the 28 Feb 2023 call she said she could not agree the commitment herself, and on 22 Jan 2025 she said Douglas must sign.
Watch: she will not approve a figure without a line-by-line breakdown, and she wants each invoice to state its contract period. On 7 Jan 2026 she had Daniel Okafor confirm Growth, forty users, £44,000 a year, running to 2 Apr 2026. Send her dated, labelled invoice lines with any renewal paper.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Lornefield Pensions Administration | Finance Manager | finance | morag.lindsay@lornefield.example |
Activity
- 7 Jan 2026callLornefield Pensions Administration / BB-Demo – Renewal
+2 - 3 Apr 2025email_threadInvoice INV-005-0004 - annual subscription
- 3 Apr 2025invoiceINV-005-0004
- 6 Mar 2025callLornefield Pensions Administration / BB-Demo – Renewal+1
- 22 Jan 2025callLornefield Pensions Administration / BB-Demo – Renewal+1
- 3 Apr 2024email_threadInvoice for your second year with BB-Demo
- 3 Apr 2024invoiceINV-005-0003
- 12 Mar 2024email_threadFollowing up on our conversation about Growth
+2 - 11 Mar 2024callLornefield Pensions Administration / BB-Demo – Negotiation+2
- 3 Apr 2023email_threadInvoice for your first year with BB-Demo
- 3 Apr 2023invoiceINV-005-0002
- 20 Mar 2023email_threadInvoice INV-005-0001 for the implementation
- 20 Mar 2023invoiceINV-005-0001
- 1 Mar 2023email_threadNegotiation follow-up - Lornefield
+1 - 28 Feb 2023callLornefield Pensions Administration / BB-Demo – Negotiation+1