Ailsa Dunlop
Person
Kelvinhaugh Pension Services: documents · admin
Ailsa Dunlop was the only admin on the Kelvinhaugh Pension Services platform and the day-to-day systems contact. Her user account was deactivated on 8 Feb 2026, and a 6 May 2026 invite says her team no longer uses the product.
Who they are
Insight
Current to 12 Oct 26Ailsa Dunlop was the only admin on the Kelvinhaugh Pension Services platform and the day-to-day systems contact. Her user account was deactivated on 8 Feb 2026, and a 6 May 2026 invite says her team no longer uses the product.
Role: Pensions Systems Administrator in Glasgow and platform admin from 9 Feb 2024. She handled access, mailbox scope and field-name work in onboarding, and raised the connector and freshness tickets.
Influence: she shapes the technical side, not the commercial decision. Hamish Crawford, the Finance Director, set the value-case test before renewal. She asked 6% of the organisation's questions in the last 12 months.
Watch: her account was deactivated on 8 Feb 2026, and the 6 May 2026 invite says use has stopped. The evidence does not show the contract status or why use stopped. She remains a warm contact for any win-back.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Kelvinhaugh Pension Services | Pensions Systems Administrator | admin | ailsa.dunlop@kelvinhaugh.example |
Activity
- 26 May 2026eventRevenue leaders roundtable
+24 - 6 May 2026email_threadRevenue leaders roundtable in London, Tuesday 26 May 2026
- 9 Dec 2025email_threadFollow-up from our review
+1 - 8 Dec 2025callKelvinhaugh Pension Services / BB-Demo – Qbr+1
- 20 Nov 2025ticketConnector won't re-sync after system changes
- 31 Jul 2025ticketBulk export functionality
- 12 Jun 2025callKelvinhaugh Pension Services / BB-Demo – Qbr
+1 - 29 Jan 2025ticketConnector needs reconnecting
- 16 Jan 2025eventBB-Demo webinar
+13 - 15 Jan 2025ticketConnector not syncing new data
- 11 Jan 2025email_threadInvitation: BB-Demo webinar on Thursday
- 10 Dec 2024email_threadFollowing up on our QBR+2
- 9 Dec 2024callKelvinhaugh Pension Services / BB-Demo – Qbr+2
- 30 Oct 2024ticketDashboard showing stale data
- 24 Oct 2024ticketExport member data for reporting
- 19 Sep 2024eventBB-Demo webinar
+9 - 6 Sep 2024email_threadInvitation: BB-Demo webinar on Thursday 19 September 2024
- 6 Jun 2024callKelvinhaugh Pension Services / BB-Demo – Qbr+1
- 21 Mar 2024eventBB-Demo webinar
+15 - 18 Mar 2024callKelvinhaugh Pension Services / BB-Demo – Training
- 4 Mar 2024callKelvinhaugh Pension Services / BB-Demo – Onboarding
- 1 Mar 2024email_threadInvitation: BB-Demo webinar
- 29 Feb 2024email_threadOnboarding session: next steps
- 26 Feb 2024callKelvinhaugh Pension Services / BB-Demo – Onboarding
- 20 Feb 2024email_threadOnboarding session: finding a time
- 19 Feb 2024email_threadKickoff follow-up and next steps+2
- 16 Feb 2024callKelvinhaugh Pension Services / BB-Demo – Kickoff+2
- 13 Nov 2023callKelvinhaugh Pension Services / BB-Demo – Demo
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