A Handover Managed Properly, Start to Finish

Most of the blocks we take on come from somewhere else. Directors and freeholders worry the change will be painful - in practice, we do the work. Here is exactly how a handover runs.

A residential block in need of closer oversight from its managing agent

Signs It Might Be Time to Switch

There's rarely one single reason directors decide to make a change - usually it's a pattern that builds up over a year or two.

Service charge demands with no supporting breakdown, or budgets that arrive late
Slow or inconsistent responses to maintenance issues and resident queries
No visible reserve fund, or no clear plan for upcoming major works
Repeated staff turnover with no single point of contact for the block
Compliance paperwork - fire risk assessments, insurance - that's out of date or hard to obtain

How the Handover Runs

Five stages, start to finish - each one handled by us, not left for you to chase.

01

An honest first conversation

Tell us about the block - size, structure, what is going wrong. We will tell you plainly whether we are the right fit and what we would do differently.

02

A written proposal and fee quote

A clear scope of service with a fixed management fee. No hidden commissions, no vague 'additional charges to be confirmed'.

03

Notice served on your current agent

We tell you exactly what your management agreement requires and when notice can be given. Where you would like us to, we handle the correspondence.

04

Handover managed by us

We liaise directly with the outgoing agent to recover funds, records, insurance details, contracts, compliance certificates and health and safety files.

05

Day one, running properly

A site inspection, an introduction to residents, a working budget and a maintenance plan - with minimal disruption to the people living there.

Not sure what your current management agreement allows, or how much notice you need to give? Send us the block address and we will talk you through your options with no obligation.

Talk to Us

Nothing Gets Left Behind in the Handover

We liaise directly with the outgoing agent so the block's money, paperwork and history move across cleanly - and residents feel nothing beyond a change of contact details.

Reserve fund and service charge balances
Resident and leaseholder records
Insurance policy and claims history
Compliance certificates and safety files
Contractor contracts and warranties
Request a Proposal
A residential apartment block whose management transferred cleanly to a new agent

Switching Agent FAQs

How much notice do we need to give our current managing agent?+
This depends entirely on your management agreement - most run on a notice period of one to three months, though some run longer. We'll review the agreement with you and tell you exactly where you stand before anything is served.
Will residents be disrupted during the handover?+
Handled properly, residents shouldn't notice much beyond a change of contact details. We manage the handover with the outgoing agent directly, and aim to have day-to-day management running smoothly from day one.
What happens to our reserve fund and existing records?+
We recover funds, records, insurance details, contracts, compliance certificates and health and safety files directly from the outgoing agent as part of the handover, and account for them transparently from the point we take over.
Do we need everyone's agreement to switch managing agent?+
It depends on how your block is structured and what your management agreement or lease requires - for an RMC or RTM company this is usually a director decision; for a freeholder appointing an agent, it's a decision for the freeholder. We can talk through your specific situation with no obligation.