Who they are
Insight
As at Fri 9 Oct 2026Finance Manager at Lornefield Pensions Administration. She shapes invoice wording, contract periods and order form detail, but says she cannot commit the organisation herself: Douglas Baird holds the decision.
Role: Finance Manager in Edinburgh, CRM role finance. She is on the negotiation, expansion and renewal calls, and is the recipient of BG-Demo's invoices.
Influence: She sets the paperwork conditions, such as the contract period and order form reference on each invoice, and will do nothing until the signed order form arrives. She is not the decision-maker: on the 28 Feb 2023 call she said she could not agree the commitment herself.
Watch: On 7 Jan 2026 Douglas said the trustees may ask whether idle seats are being paid for. Expect Morag to need clear period and seat detail on any renewal paper. The evidence does not show the renewal outcome.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Lornefield Pensions Administration | Finance Manager | finance | morag.lindsay@lornefield.example |
Activity
- 7 Jan 2026callLornefield Pensions Administration / BG-Demo – Renewal
+2
- 3 Apr 2025email threadInvoice INV-005-0004 for the Growth subscription
- 3 Apr 2025invoiceINV-005-0004
- 6 Mar 2025callLornefield Pensions Administration / BG-Demo – Renewal
+1
- 22 Jan 2025callLornefield Pensions Administration / BG-Demo – Renewal
+1
- 3 Apr 2024email threadInvoice INV-005-0003 for the Growth subscription
- 3 Apr 2024invoiceINV-005-0003
- 13 Mar 2024email threadFollow-up on the Growth proposal
+2
- 11 Mar 2024callLornefield Pensions Administration / BG-Demo – Negotiation
+2
- 3 Apr 2023email threadAnnual subscription invoice for Lornefield
- 3 Apr 2023invoiceINV-005-0002
- 20 Mar 2023email threadInvoice for Lornefield: payment details
- 20 Mar 2023invoiceINV-005-0001
- 1 Mar 2023email threadNegotiation follow-up - Lornefield
+1
- 28 Feb 2023callLornefield Pensions Administration / BG-Demo – Negotiation
+1