Fiona Drummond
PersonFiona Drummond was the working champion at Kelvinhaugh Pension Services and now appears at Hallam Ferrier as Head of Client Operations, again a champion. She advocates but does not sign: finance and partners decide.
Who they are
Insight
As at Fri 9 Oct 2026Fiona Drummond was the working champion at Kelvinhaugh Pension Services and now appears at Hallam Ferrier as Head of Client Operations, again a champion. She advocates but does not sign: finance and partners decide.
Role: At Kelvinhaugh Pension Services she was Head of Scheme Relationships and the business owner of the Starter, then Growth, subscription. Her platform user there was created on 12 Feb 2024 and deactivated on 20 Jan 2026. At Hallam Ferrier she is Head of Client Operations, first seen on the 13 Jul 2026 discovery call.
Influence: She shapes the case but not the decision. Hamish Crawford, finance director, repeatedly asked for a usage case, and Richard Staniforth will not sign before the partners agree. She defended value at Kelvinhaugh and asked for a proposal at Hallam Ferrier.
Watch: She is a relationship carried between two organisations, and the Hallam Ferrier Growth proposal is an open item. She raised two tickets about dashboard and duplicate record problems, which affected her trust.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Kelvinhaugh Pension Services | Head of Scheme Relationships | champion | fiona.drummond@kelvinhaugh.example |
| Hallam Ferrier | Head of Client Operations | champion | fiona.drummond@kelvinhaugh.example |
Activity
- Upcoming
- 15 Oct 2026upcoming callHallam Ferrier / BG-Demo – Negotiation
+2 - Held
- 10 Sep 2026email threadYour proposal for Hallam Ferrier
- 10 Sep 2026callHallam Ferrier / BG-Demo – Proposal
- 10 Aug 2026email threadDemo follow-up and your questions on connecting your systems
+2 - 10 Aug 2026callHallam Ferrier / BG-Demo – Demo+2
- 6 Aug 2026email threadSetting up the demo
- 15 Jul 2026email threadFollowing up on our discovery conversation
- 13 Jul 2026callHallam Ferrier / BG-Demo – Discovery
- 8 Jun 2026dealHallam Ferrier – New
- 22 Dec 2025callKelvinhaugh Pension Services / BG-Demo – Renewal
+2 - 9 Dec 2025email threadFollow-up from our review+1
- 8 Dec 2025callKelvinhaugh Pension Services / BG-Demo – QBR+1
- 1 Dec 2025callKelvinhaugh Pension Services / BG-Demo – Renewal+2
- 10 Nov 2025dealKelvinhaugh Pension Services – Renewal
- 17 Sep 2025ticketDuplicate records in query results
- 12 Jun 2025eventBG-Demo Customer Day
+58 - 12 Jun 2025callKelvinhaugh Pension Services / BG-Demo – QBR+1
- 20 May 2025email threadInvitation to our Customer Day in London
- 25 Apr 2025email threadNotes from today's check-in
- 24 Apr 2025callKelvinhaugh Pension Services / BG-Demo – Check In
- 11 Mar 2025ticketDashboard builder error
- 16 Jan 2025eventBG-Demo webinar
+24 - 3 Jan 2025callKelvinhaugh Pension Services / BG-Demo – Renewal+2
- 25 Dec 2024email threadInvitation to our January webinar
- 10 Dec 2024email threadFollowing up on our QBR+2
- 9 Dec 2024callKelvinhaugh Pension Services / BG-Demo – QBR+2
- 29 Nov 2024email threadSetting up our next QBR
- 21 Nov 2024eventBG-Demo webinar
+28 - 19 Nov 2024callKelvinhaugh Pension Services / BG-Demo – Renewal+2
- 8 Nov 2024dealKelvinhaugh Pension Services – Renewal
- 7 Nov 2024email threadJoin us at our webinar on Thursday 21 November 2024
- 26 Sep 2024ticketData connector stopped syncing
- 5 Sep 2024email threadNotes from our check-in
- 4 Sep 2024callKelvinhaugh Pension Services / BG-Demo – Check In
- 30 Aug 2024email threadFinding time for a catch-up
- 6 Jun 2024callKelvinhaugh Pension Services / BG-Demo – QBR+1
- 31 May 2024email threadBooking our next review
- 8 May 2024email threadNotes from our check-in
- 7 May 2024callKelvinhaugh Pension Services / BG-Demo – Check In
- 4 Mar 2024callKelvinhaugh Pension Services / BG-Demo – Onboarding
- 26 Feb 2024callKelvinhaugh Pension Services / BG-Demo – Onboarding
- 19 Feb 2024email threadKickoff follow-up and next steps+2
- 16 Feb 2024callKelvinhaugh Pension Services / BG-Demo – Kickoff+2
- 4 Jan 2024callKelvinhaugh Pension Services / BG-Demo – Negotiation
+2 - 8 Dec 2023callKelvinhaugh Pension Services / BG-Demo – Proposal
- 13 Nov 2023callKelvinhaugh Pension Services / BG-Demo – Demo
+1 - 8 Nov 2023email threadDemo on your own data: scheduling
- 24 Oct 2023email threadFollowing up on our discovery call
- 20 Oct 2023callKelvinhaugh Pension Services / BG-Demo – Discovery
- 13 Oct 2023email threadDiscovery call: finding a time
- 22 Sep 2023dealKelvinhaugh Pension Services – New