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Phil Catterall

Phil Catterall

Person

Penwortham Mutual logo Penwortham Mutual · admin

Phil Catterall is the Data Platform Manager and sole admin at Penwortham Mutual. He runs credentials, access rollout and tickets for the Enterprise onboarding, and asked in July to discuss adding users. A data quality ticket is open.

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Who they are

Insight

As at Fri 9 Oct 2026

Phil Catterall is the Data Platform Manager and sole admin at Penwortham Mutual. He runs credentials, access rollout and tickets for the Enterprise onboarding, and asked in July to discuss adding users. A data quality ticket is open.

Role: Data Platform Manager in Preston, CRM role admin, platform user created 28 May 2026 with admin rights. He joined the demo and the kickoff, and he is the named owner for credentials and connectors.

Influence: Clare Huddleston, Head of Member Operations, voices the value case. Phil judged the Enterprise set-up feasible after the 16 Mar 2026 demo and controls rollout in batches. The evidence does not show who signs off the budget.

Watch: Everything runs through one admin, so any absence stalls connectors. His ticket on 6 Oct 2026 about missing scheme information is open. His request to add users on 31 Jul 2026 shows no recorded reply.

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

AImade from

CRM records

OrganisationTitleRoleEmail
Penwortham MutualData Platform Manageradminphil.catterall@penworthammutual.example
CRMmade from

Activity

  • Upcoming
  • 19 Nov 2026upcoming eventBG-Demo webinar Alice Brewer, Harriet Gale, Sanne Bakker, Brooke Dawson, Warren Petrie, Orla Keane, Melissa Garnett, Sam Yates, Nathan Wragg, Kristen Abernathy, Bradley Faircloth, Gordon McInnes, Helen Varley, Aisling Kiely, Shane Twomey, Kristin Lindahl, Eleanor Pickering, Maureen Ellis, Martina Engel, Allan Stoker, Gemma Varley, Glen Nuttall, Kirsty Hepworth, Lorraine Coombes, Imran Qureshi, Noor el Amrani, Janet Readman, Brianna Hollis, Belinda Moss, Linnea Holm, Jenna Lindstrom, Aoife Brophy, Lucas Goossens, Vicky Brearley, Megan Entwistle, Toby Eccles, Kevin Bishop, Elspeth Haldane, Lauren Pilkington, Ronan Healy, Joanne Unwin, Sue Ditchfield, Maarten Bosman, Phil CatterallAlice BrewerHarriet GaleSanne Bakker+41
  • Held
  • 6 Oct 2026ticketMember records with missing scheme information Phil Catterall, Bethan ListerPenwortham Mutual logoPhil CatterallBethan Lister
  • 25 Aug 2026ticketAdding a new team member to the brain Phil Catterall, Bethan ListerPenwortham Mutual logoPhil CatterallBethan Lister
  • 10 Aug 2026callPenwortham Mutual / BG-Demo – Training Hamza Akhtar, Clare Huddleston, Phil CatterallPenwortham Mutual logoHamza AkhtarClare HuddlestonPhil Catterall
  • 5 Aug 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare HuddlestonPenwortham Mutual logoHamza AkhtarPhil CatterallClare Huddleston
  • 31 Jul 2026email threadImplementation progress Hamza Akhtar, Phil CatterallPenwortham Mutual logoHamza AkhtarPhil Catterall
  • 29 Jul 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare HuddlestonPenwortham Mutual logoHamza AkhtarPhil CatterallClare Huddleston
  • 27 Jul 2026ticketDashboard queries running slowly Phil Catterall, Bethan ListerPenwortham Mutual logoPhil CatterallBethan Lister
  • 22 Jul 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil CatterallPenwortham Mutual logoHamza AkhtarPhil Catterall
  • 17 Jul 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil CatterallPenwortham Mutual logoHamza AkhtarPhil Catterall
  • 15 Jul 2026ticketRefresh timing not meeting expectations Phil Catterall, Olivia GrantPenwortham Mutual logoPhil CatterallOlivia Grant
  • 3 Jul 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare HuddlestonPenwortham Mutual logoHamza AkhtarPhil CatterallClare Huddleston
  • 2 Jul 2026ticketGetting the team set up on the brain Phil Catterall, Bethan ListerPenwortham Mutual logoPhil CatterallBethan Lister
  • 24 Jun 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare HuddlestonPenwortham Mutual logoHamza AkhtarPhil CatterallClare Huddleston
  • 11 Jun 2026eventBG-Demo Customer Day London Alice Brewer, Callum Reid, Liam Doherty, Aisha Rahman, Imogen Hartley, Kelly Sharpe, Greg Haskins, Tanya Briggs, Ravi Atherton, Kirsty Rigby, Toby Mellor, Hugh Firth, Kofi Asamoah, Priti Varma, Andrew Sugden, Claire Ackroyd, Siân Pritchard, Graham Tovey, Lee Hathaway, Gordon McInnes, Natasha Greaves, Adrian Mellor, Daan Visser, Helen Varley, Andrea Neumann, Shane Twomey, Huw Bevan, Dylan Price, Rhian Morgan, Tyler Brookes, Sandra Neale, Lindsay Pallister, Barry Coxon, Harry Kitching, Brittany Hayes, Karin Vossen, Martina Engel, Dirk Vogt, Eoin Hegarty, Maeve Doherty, Jacinta Hoad, Riley Tran, Els Van Damme, Katrien Wouters, Karen Midgley, Kevin Kershaw, Oliver Kirkby, Chris Jagger, Toby Cowell, Mark Brearley, Ian Brearley, Judith Saxton, Neil Craven, Richard Lazenby, Michelle Pomeroy, Rhys Gulliver, Lorraine Coombes, Graham Rowntree, Imran Qureshi, Leanne Partington, Phil Greenhalgh, Gregory Tanaka, Anjali Mehta, Noor el Amrani, Kerry Bramall, Gail Moorcroft, Euan Drummond, Niamh Fahy, Sinéad Kilkelly, Marloes Hendriks, Ilse de Graaf, Toby Westwood, Callum Rix, Melanie Scaife, Lynne Featherstone, Trevor Bulmer, Frank DeLuca, Beth Sawyer, Ralf Hoffmann, Kylie Dwyer, Karin Sjöberg, Linnea Holm, Annika Lund, Arnaud Janssens, Lena Becker, Jonas Lehmann, Markus Hofmann, Mike Delaney, Tyler Nguyen, Dev Malhotra, Jess Doyle, Lachlan Hutchinson, Malcolm Ridgway, Tariq Saleem, Gareth Pugh, Kwame Asante, Matthias Ebner, Dennis Wolter, Danielle Okonkwo, Lauren Pilkington, Stuart Haworth, Nadia Bashir, Carl Whittle, Kirsty Robson, Samuel Adeyemi, Clara Hoskins, Gavin Rudd, Ruud Verhoeven, Raymond Tsai, Ingrid Solberg, Pauline Metcalfe, Tracey Bainbridge, Vikram Sethi, Andy Buckley, Yara El Idrissi, Phil Catterall, Monique Fairley, Elliot Rosen, Javier OrtizAlice BrewerCallum ReidLiam Doherty+116
  • 11 Jun 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare HuddlestonPenwortham Mutual logoHamza AkhtarPhil CatterallClare Huddleston
  • 4 Jun 2026email threadOnboarding kickoff Hamza Akhtar, Phil CatterallPenwortham Mutual logoHamza AkhtarPhil Catterall
  • 4 Jun 2026callPenwortham Mutual / BG-Demo – Kickoff Hamza Akhtar, Hollie Grieve, Clare Huddleston, Phil Catterall, Rizwan PatelPenwortham Mutual logoHamza AkhtarHollie GrieveClare Huddleston+2
  • 17 Mar 2026email threadDemo follow-up Matteo Ricci, Hannah Lowe, Clare Huddleston, Phil CatterallPenwortham Mutual logoMatteo RicciHannah LoweClare Huddleston+1
  • 16 Mar 2026callPenwortham Mutual / BG-Demo – Demo Matteo Ricci, Hannah Lowe, Clare Huddleston, Phil CatterallPenwortham Mutual logoMatteo RicciHannah LoweClare Huddleston+1
CRMmade from

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Organisations300
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BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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