Lornefield Pensions Administration - Proposal v1
Documentdraft Lornefield Pensions Administration · proposal · draft · 7 Mar 2024
Draft proposal from Nell Ashcombe dated 7 Mar 2024 to move from Starter to Growth at the renewal on 2 Apr 2024. Growth price is £44k a year, against £20k on Starter. No discount. Availability % and P1 response figures are not stated beyond one business hour.
What it says
What this says
As at Fri 9 Oct 2026Draft proposal from Nell Ashcombe dated 7 Mar 2024 to move from Starter to Growth at the renewal on 2 Apr 2024. Growth price is £44k a year, against £20k on Starter. No discount. Availability % and P1 response figures are not stated beyond one business hour.
What it is: a draft proposal, marked "Status: Draft", to move the customer from Starter to Growth so the brain can serve several teams. It is a sales document, not an executed order form.
Commits: nothing binding yet. It states "Annual price for the Growth subscription: £44k, invoiced annually in advance with standard payment terms" and a first response to the most serious tickets "within one business hour".
Unusual: nothing off standard terms. The text says "Discount: none included in this draft". Growth price matches the v1 list; the proposal does not mention the v2 list.
Not settled: the teams and sponsors, the extra sources, annual or quarterly invoicing, and who reviews the order form and security questions. The document does not show whether the upgrade was signed. The executed order form decides terms, and this draft is an open item at most. It is also old against the as-of date.
As found in this document
As at Fri 9 Oct 2026- Date renewal2 Apr 2024Source: the AI read of this record
- Date start2 Apr 2024Source: the AI read of this record
- Price£44,000Source: the AI read of this record
- Annual price for the Growth subscription£44,000, invoiced annually in advance with standard payment termsSource: the AI read of this record
- P1 first responsea first response to the most serious tickets within one business hourSource: the AI read of this record
- Nightly refreshthe nightly refresh complete before the working day on business daysSource: the AI read of this record
- Term startstarting at the end of the current term on 2 Apr 2024Source: the AI read of this record
- Discountnone included in this draftSource: the AI read of this record
Body
Lornefield Pensions Administration - Proposal v1
Status: Draft Prepared by: Nell Ashcombe, Chief Executive Officer and Co-founder, BG-Demo Date: 7 Mar 2024 Customer success manager: Daniel Okafor
1. Context
Lornefield Pensions Administration has used the brain on the Starter tier since 3 Apr 2023, first as a design partner and then as a customer. The brain gives scheme-relationship managers one view of trustee calls, member-query tickets and fee invoices.
The current term ends on 2 Apr 2024. Use has grown recently: more people are active in the brain than in the previous quarter, and the account is paid up with no overdue invoices. Since the current plan covers 15 licensed users and is built for one team, this is a good moment to look at what the next stage could be.
2. What we propose
Move Lornefield from Starter to Growth at the renewal, so that the brain can serve several teams rather than one.
Read the whole document (3,021 characters)
| Current | Proposed | |
|---|---|---|
| Tier | Starter | Growth |
| Users | 15 licensed users | The Growth user allowance |
| Connectors | The Starter connector allowance | The Growth connector allowance |
| Dashboards builder | Not included | Included |
| Reviews | Six-monthly check-in | Quarterly business reviews |
| Annual price | £20k | £44k |
3. Scope
- Keep the existing sources and the trustee call, ticket and invoice views working as they do today.
- Bring additional teams into the brain, starting with the groups Lornefield names as the next priority.
- Add further connectors within the Growth allowance as those teams need them.
- Give the wider group access to the dashboards builder so that Lornefield can build its own views.
4. Service levels
Growth carries the standard Growth service levels: the Growth availability commitment, a first response to the most serious tickets within one business hour, and the nightly refresh complete before the working day on business days. Service credits for availability apply as set out in the Growth terms.
5. Commercials
- Proposed deal amount: £44k
- Annual price for the Growth subscription: £44k, invoiced annually in advance with standard payment terms
- Term: starting at the end of the current term on 2 Apr 2024
- Discount: none included in this draft
6. Open points
- Which teams join first, and who at Lornefield sponsors each of them.
- Which additional sources Lornefield wants connected, and in what order.
- Whether Lornefield wants quarterly invoicing instead of annual.
- Who at Lornefield will review the order form and the security questions on the regulated data.
7. Next steps
| Step | Owner |
|---|---|
| Walk through this draft with the Lornefield team | Nell Ashcombe and Daniel Okafor |
| Agree the teams and sources in scope | Daniel Okafor with Lornefield |
| Issue the order form for signature | Nell Ashcombe |
Say what is missing and we will fix it in the next version. That one's on us if anything here does not match what we discussed.
Best, Nell