Change managing agentChanging managing agent, handled for you

Signs it might be time to change

• You chase your agent for updates more than they update you.
• You can't easily see what the service charge is being spent on.
• Repairs are reported, and then nothing is heard.
• Quotes arrive late, or decisions are made without the board.
• Documents like the insurance schedule or fire risk assessment are hard to get hold of.

If that sounds familiar, you're not alone. It's the most common reason directors get in touch with us.

How switching works

1. Tell us about your building. A short call about the block, how it's run now and what needs to change.
2. Get your proposal. The services, the handover plan and a clear annual fee, in writing.
3. Give notice. The directors or freeholder give notice under the current management agreement. We can help with the letter.
4. We handle the handover. We contact the outgoing agent for funds, accounts, records, contracts and open repairs.
5. Portal access from day one. Directors and residents are set up on the Harrison Services Portal.

What we ask the outgoing agent for

• Service charge and reserve fund balances, with bank statements
• The current year's accounts and budget, and arrears details
• Leaseholder contact details and lease copies
• Insurance policy, schedule and claims history
• Fire risk assessment, health and safety and other compliance records
• Contractor contracts, open repairs and planned works
• Any Section 20 consultations in progress

Before you give notice

Check your management agreement for the notice period, any fixed term and how notice must be given. Our guide on how to change managing agent explains the process in more detail. Or request a review and we'll talk it through.