Fiona Drummond
PersonChampion at two organisations. Head of Scheme Relationships at Kelvinhaugh Pension Services until her platform user was deactivated on 20 Jan 2026. Head of Client Operations at Hallam Ferrier in calls from 13 Jul 2026. Advocate, not signatory.
Who they are
Insight
Current to 12 Oct 26Champion at two organisations. Head of Scheme Relationships at Kelvinhaugh Pension Services until her platform user was deactivated on 20 Jan 2026. Head of Client Operations at Hallam Ferrier in calls from 13 Jul 2026. Advocate, not signatory.
Role: At Kelvinhaugh Pension Services she was the day-to-day champion, defending the value of the brain to Finance Director Hamish Crawford through 2024 and 2025. Her platform user there was deactivated on 20 Jan 2026.
Role now: At Hallam Ferrier she is Head of Client Operations and an internal advocate for the Growth proposal, having seen the product work at a previous firm.
Influence: She frames the need and chooses who attends the demo, but Managing Partner Richard Staniforth will not sign before the partners agree.
Watch: The £62,000 is a total including implementation, not an annual price. The proposal is an open item, and the evidence does not show the partners' meeting date.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Kelvinhaugh Pension Services | Head of Scheme Relationships | champion | fiona.drummond@kelvinhaugh.example |
| Hallam Ferrier | Head of Client Operations | champion | fiona.drummond@kelvinhaugh.example |
Activity
- 15 Oct 2026callHallam Ferrier / BB-Demo – Negotiation
+2 - 10 Sep 2026email_threadYour proposal for Hallam Ferrier
- 10 Sep 2026callHallam Ferrier / BB-Demo – Proposal
- 10 Aug 2026email_threadDemo follow-up and your questions on connecting your systems
+2 - 10 Aug 2026callHallam Ferrier / BB-Demo – Demo+2
- 6 Aug 2026email_threadSetting up the demo
- 15 Jul 2026email_threadFollowing up on our discovery conversation
- 13 Jul 2026callHallam Ferrier / BB-Demo – Discovery
- 8 Jun 2026dealHallam Ferrier – New
- 22 Dec 2025callKelvinhaugh Pension Services / BB-Demo – Renewal
+2 - 9 Dec 2025email_threadFollow-up from our review+1
- 8 Dec 2025callKelvinhaugh Pension Services / BB-Demo – Qbr+1
- 1 Dec 2025callKelvinhaugh Pension Services / BB-Demo – Renewal+2
- 10 Nov 2025dealKelvinhaugh Pension Services – Renewal
- 17 Sep 2025ticketDuplicate records in query results
- 12 Jun 2025eventBB-Demo Customer Day
+37 - 12 Jun 2025callKelvinhaugh Pension Services / BB-Demo – Qbr+1
- 20 May 2025email_threadInvitation to our Customer Day in London
- 25 Apr 2025email_threadNotes from today's check-in
- 24 Apr 2025callKelvinhaugh Pension Services / BB-Demo – Check In
- 11 Mar 2025ticketDashboard builder error
- 16 Jan 2025eventBB-Demo webinar
+13 - 3 Jan 2025callKelvinhaugh Pension Services / BB-Demo – Renewal+2
- 25 Dec 2024email_threadInvitation to our January webinar
- 10 Dec 2024email_threadFollowing up on our QBR+2
- 9 Dec 2024callKelvinhaugh Pension Services / BB-Demo – Qbr+2
- 29 Nov 2024email_threadSetting up our next QBR
- 21 Nov 2024eventBB-Demo webinar
+14 - 19 Nov 2024callKelvinhaugh Pension Services / BB-Demo – Renewal+2
- 8 Nov 2024dealKelvinhaugh Pension Services – Renewal
- 7 Nov 2024email_threadJoin us at our webinar on Thursday 21 November 2024
- 26 Sep 2024ticketData connector stopped syncing
- 5 Sep 2024email_threadNotes from our check-in
- 4 Sep 2024callKelvinhaugh Pension Services / BB-Demo – Check In
- 30 Aug 2024email_threadFinding time for a catch-up
- 6 Jun 2024callKelvinhaugh Pension Services / BB-Demo – Qbr+1
- 31 May 2024email_threadBooking our next review
- 8 May 2024email_threadNotes from our check-in
- 7 May 2024callKelvinhaugh Pension Services / BB-Demo – Check In
- 4 Mar 2024callKelvinhaugh Pension Services / BB-Demo – Onboarding
- 26 Feb 2024callKelvinhaugh Pension Services / BB-Demo – Onboarding
- 19 Feb 2024email_threadKickoff follow-up and next steps+2
- 16 Feb 2024callKelvinhaugh Pension Services / BB-Demo – Kickoff+2
- 4 Jan 2024callKelvinhaugh Pension Services / BB-Demo – Negotiation
+2 - 8 Dec 2023callKelvinhaugh Pension Services / BB-Demo – Proposal
- 13 Nov 2023callKelvinhaugh Pension Services / BB-Demo – Demo
+1 - 8 Nov 2023email_threadDemo on your own data: scheduling
- 24 Oct 2023email_threadFollowing up on our discovery call
- 20 Oct 2023callKelvinhaugh Pension Services / BB-Demo – Discovery
- 13 Oct 2023email_threadDiscovery call: finding a time
- 22 Sep 2023dealKelvinhaugh Pension Services – New