Kelvinhaugh Pension Services - Renewal Proposal v1
Documentdraft Kelvinhaugh Pension Services · renewal proposal · draft · 25 Nov 2025
Internal draft renewal proposal from Priya Raman, dated 25 Nov 2025. It proposes renewing on the Growth tier at the contracted £44k, 40 licensed users, for a term ending 8 Feb 2026. It states no availability or response figures.
What it says
What this says
As at Fri 9 Oct 2026Internal draft renewal proposal from Priya Raman, dated 25 Nov 2025. It proposes renewing on the Growth tier at the contracted £44k, 40 licensed users, for a term ending 8 Feb 2026. It states no availability or response figures.
What it is: an internal draft, marked "Draft for internal review", prepared by Priya Raman for the Growth-tier renewal. It is not an executed order form and is not a customer-facing commitment.
Proposes: renewing for "a further annual term" and holding the subscription at "the current contracted annual recurring revenue of £44k" with 40 licensed users. Service levels continue "as they stand today" and no figures are stated.
Unusual: the price is held flat with no uplift, although the brief says v1 customers move to the v2 list at the first renewal starting on or after 1 Jul 2026. This term ends before that date, so the flat price may be consistent, but the document does not say which price book applies.
Not settled: term length, additional teams, and who signs. The text does not show whether a final proposal or signed order form followed, and it is stale against the as-of date.
As found in this document
As at Fri 9 Oct 2026- Date end8 Feb 2026Source: the AI read of this record
- Date renewal8 Feb 2026Source: the AI read of this record
- Price£44,000Source: the AI read of this record
- TierRenew on the Growth tier for a further annual term following the end date above.Source: the AI read of this record
- Licensed usersKeep the licensed users at 40, with the standard Growth connector allowance.Source: the AI read of this record
- Service levelsContinue the Growth service levels: availability, first-response times and the nightly refresh commitment as they stand today.Source: the AI read of this record
- PriceHold the subscription at the current contracted annual recurring revenue of £44,000.Source: the AI read of this record
The document
Body
Kelvinhaugh Pension Services - Renewal Proposal v1
Draft for internal review. Prepared on 25 Nov 2025 by Priya Raman, Account Executive, BG-Demo. Customer success contact: Daniel Okafor.
1. Where we are
Kelvinhaugh Pension Services has been a BG-Demo customer since 9 Feb 2024. The company is a third-party administrator for defined-benefit and defined-contribution schemes run by Scottish employers, and it uses B-Glass on the Growth tier.
The current term ends on 8 Feb 2026. To keep momentum, we want the renewal agreed well before that date so there is no gap in service for the scheme-relationship teams.
2. How the first term has gone
| Area | Position |
|---|---|
| Tier | Growth |
| Contracted annual recurring revenue | £44k |
| Licensed users | 40 |
| Active usage | Up on the prior quarter |
| Support | One ticket in the last month, none high priority |
| Invoices | Paid on time, nothing overdue |
Usage is moving in the right direction and the account has been quiet on the support side. That is the picture we want to take into a renewal conversation.
3. What we propose
Read the whole document (2,509 characters)
- Renew on the Growth tier for a further annual term following the end date above.
- Keep the licensed users at 40, with the standard Growth connector allowance.
- Continue the Growth service levels: availability, first-response times and the nightly refresh commitment as they stand today.
- Continue the quarterly business reviews and the dashboards builder.
- Hold the subscription at the current contracted annual recurring revenue of £44k.
4. Why renew
- The brain is being asked more questions than a quarter ago, which is the best sign that teams rely on it.
- Only a fraction of the 40 licensed users are active in a typical month, so there is room to bring more of the scheme-relationship managers on without any change in cost.
- The account has had no service escalations this term.
5. Open points
- Whether the customer wants to renew for the same term length or consider something different: to be confirmed with Daniel.
- Whether to invite additional teams into the brain at renewal: to be discussed on the next review call.
- Agree who at the customer signs the renewal order form.
6. Next steps
- Daniel to confirm usage commentary with the customer's main contact.
- Priya to share the final proposal once the open points above are closed.
- Aim to have the order form signed ahead of the term end, if we can get this over the line in good time.
Best, Priya
Unusual terms
As at Fri 9 Oct 2026- Price held flat at £44,000 with no uplift
- Draft, not executed
- No service-level figures stated