Phil Catterall
Person
Penwortham Mutual: documents · admin
Phil Catterall is Penwortham Mutual's Data Platform Manager and platform admin. He is the single contact for credentials and access, raises most tickets, and has asked to discuss adding users. Clare Huddleston leads on value.
Who they are
Insight
Current to 12 Oct 26Phil Catterall is Penwortham Mutual's Data Platform Manager and platform admin. He is the single contact for credentials and access, raises most tickets, and has asked to discuss adding users. Clare Huddleston leads on value.
Role: Data Platform Manager in Preston and platform admin since 28 May 2026. He is the single contact for credentials and access, with 10 calls, 3 email threads and 5 tickets on record.
Influence: He shapes the technical decisions and has raised user growth himself. Clare Huddleston, Head of Member Operations, is the senior voice on value.
Watch: Access and questionnaire turnaround run through one admin, and the read of his request to add users shows no reply. His scheme data ticket from 6 Oct 2026 is open.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Penwortham Mutual | Data Platform Manager | admin | phil.catterall@penworthammutual.example |
Activity
- 19 Nov 2026eventBB-Demo webinar
+24 - 6 Oct 2026ticketMember records with missing scheme information
- 25 Aug 2026ticketAdding a new team member to the brain
- 10 Aug 2026callPenwortham Mutual / BB-Demo – Training
- 5 Aug 2026callPenwortham Mutual / BB-Demo – Onboarding
- 31 Jul 2026email_threadImplementation progress
- 29 Jul 2026callPenwortham Mutual / BB-Demo – Onboarding
- 27 Jul 2026ticketDashboard queries running slowly
- 22 Jul 2026callPenwortham Mutual / BB-Demo – Onboarding
- 17 Jul 2026callPenwortham Mutual / BB-Demo – Onboarding
- 15 Jul 2026ticketRefresh timing not meeting expectations
- 3 Jul 2026callPenwortham Mutual / BB-Demo – Onboarding
- 2 Jul 2026ticketGetting the team set up on the brain
- 24 Jun 2026callPenwortham Mutual / BB-Demo – Onboarding
- 11 Jun 2026eventBB-Demo Customer Day London
+60 - 11 Jun 2026callPenwortham Mutual / BB-Demo – Onboarding
- 4 Jun 2026email_threadOnboarding kickoff
- 4 Jun 2026callPenwortham Mutual / BB-Demo – Kickoff
+2 - 17 Mar 2026email_threadDemo follow-up
+1 - 16 Mar 2026callPenwortham Mutual / BB-Demo – Demo+1