Craig Paterson
Person
Lornefield Pensions Administration · admin
Craig Paterson is the technical admin at Lornefield Pensions Administration: he runs the connectors and raised most support contact. He is not the commercial voice. His platform account was deactivated on 2 Apr 2026.
Who they are
Insight
As at Fri 9 Oct 2026Craig Paterson is the technical admin at Lornefield Pensions Administration: he runs the connectors and raised most support contact. He is not the commercial voice. His platform account was deactivated on 2 Apr 2026.
Role: Scheme Systems Administrator in Edinburgh and platform admin since 3 Apr 2023. He is the contact on 24 tickets, mostly connector, refresh and dashboard issues, and works with his own IT team on source-side fixes.
Influence: technical rather than commercial. At the 5 Feb 2024 QBR he stepped back from price, and Imogen Hartley carries the value case to leadership.
Watch: his platform account was deactivated on 2 Apr 2026. The evidence does not show why, who now administers the connectors, or the renewal outcome.
He asked on 5 Aug 2024 for advance notice of any refresh timing change.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Lornefield Pensions Administration | Scheme Systems Administrator | admin | craig.paterson@lornefield.example |
Activity
- 13 Feb 2026ticketData not updating
- 29 Jan 2026email threadFollow-up from our QBR conversation
+1 - 28 Jan 2026callLornefield Pensions Administration / BG-Demo – QBR+1
- 23 Jan 2026ticketFeature request – export search results to CSV
- 9 Jan 2026ticketHow to export dashboard data
- 15 Dec 2025ticketAdd new user to brain
- 19 Nov 2025ticketDashboard date filter not working
- 3 Nov 2025ticketDuplicated membership records
- 15 Sep 2025ticketConnector sync issue
- 10 Sep 2025ticketSlow query response times
- 21 Aug 2025ticketResponse times very slow
- 18 Aug 2025ticketConnector sync failure
- 4 Jul 2025ticketConnector timing out
- 16 Apr 2025ticketRefresh taking longer than usual
- 9 Apr 2025ticketConnector stopped updating
- 2 Apr 2025ticketCSV export not working
- 31 Jan 2025email threadFollowing up on your support request
- 30 Jan 2025ticketCustom dashboard widget error
- 19 Dec 2024ticketQuestion about user count on recent invoice
- 26 Nov 2024eventRevenue leaders roundtable
+27 - 18 Nov 2024email threadInvitation: Revenue leaders roundtable in London
- 29 Oct 2024ticketEmail connector timing out during sync
- 6 Aug 2024email threadFollowing up on our quarterly review+1
- 5 Aug 2024callLornefield Pensions Administration / BG-Demo – QBR+1
- 13 Jun 2024eventBG-Demo Customer Day
+21 - 9 May 2024ticketScheduled reporting capability
- 23 Apr 2024ticketBilling: Invoice for upgrade to Growth tier
- 5 Mar 2024ticketHow to save and share searches
- 5 Feb 2024callLornefield Pensions Administration / BG-Demo – QBR
- 27 Nov 2023ticketFeature request: Export dashboard to PDF
- 16 Nov 2023eventBG-Demo webinar
+11 - 11 Nov 2023email threadInvitation: BG-Demo webinar this Thursday
- 21 Aug 2023ticketNightly refresh stuck
- 7 Aug 2023email threadFollowing up on our quarterly review
+1 - 4 Aug 2023callLornefield Pensions Administration / BG-Demo – QBR+1
- 13 Jul 2023ticketZendesk connector status
- 24 May 2023ticketSetting up a test environment
- 27 Apr 2023callLornefield Pensions Administration / BG-Demo – Onboarding
- 21 Apr 2023email threadOnboarding session: refresh timing and follow-up
- 19 Apr 2023callLornefield Pensions Administration / BG-Demo – Onboarding
- 13 Apr 2023email threadOnboarding session: connector walkthrough
- 12 Apr 2023callLornefield Pensions Administration / BG-Demo – Onboarding
- 19 Jan 2023email threadFollow-up after the Lornefield demo+1
- 17 Jan 2023callLornefield Pensions Administration / BG-Demo – Demo+1