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Finding a time to talk about the renewal

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Lornefield Pensions Administration logo Lornefield Pensions Administration · sales

Daniel Okafor asked Douglas Baird for renewal time before the term ends on 2 Apr 2026. Douglas said the group's position is not settled and made no commitment, but welcomed a conversation.

What was said

What this says

As at Fri 9 Oct 2026

Daniel Okafor asked Douglas Baird for renewal time before the term ends on 2 Apr 2026. Douglas said the group's position is not settled and made no commitment, but welcomed a conversation.

Ask: Daniel asked for January days to discuss the renewal and raised fewer people logging in.

Customer view: Douglas was candid that the group's position is not yet settled and that quieter weeks only partly reflect the holiday. He will make no commitment on the group's behalf.

Next: Daniel is to propose a time in the second week of January, preferably a Tuesday or Wednesday morning.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2025-12-30
Last message2026-01-02

Messages

  1. Daniel Okafor
    Daniel Okafor 30 Dec 2025 12:50
    to Douglas Baird
    Dear Douglas, I hope you had a good Christmas and that the break has been restful. Just to close the loop on where we left things, your current term runs to 2 Apr 2026, and I would like to find a time in the new year for the two of us to talk through the renewal properly. I know the group has its own view on how this should go, and I would rather hear that from you directly than guess at it. Could you let me know which days suit you in January? I'll come back to you by return with a couple of options for the team to join if that helps. How is the team finding it at the moment, by the way? I have noticed fewer people logging in over the last few weeks and wondered whether the holiday period or something else is behind that. Best wishes, Daniel
  2. Douglas Baird
    Douglas Baird 2 Jan 2026 12:16
    to Daniel Okafor
    Dear Daniel, Thank you for your note, and I hope the new year has started well for you. In fairness, I should be candid that the group's position is not yet settled, and I would not wish you to prepare a renewal discussion on the assumption that it is. I would welcome a conversation all the same, as I would value your view on how the brain has been used by the scheme-relationship managers, and I would prefer to hear it from you before anything is decided on our side. On the usage, the quieter weeks do partly reflect the holiday, but I would not want to overstate that. I will not make any commitment on the group's behalf in the meantime. The second week of January is likely to be the most workable for me, preferably a Tuesday or Wednesday morning. If you could propose a time within that week, I will confirm it once I have checked my diary. Kind regards, Douglas Baird

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