Leaseholder and Tenant Service Charges 2022
Leaseholder and Tenant Service Charges 2022
Leaseholder and Tenant Service Charges 2022
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America Square Conference Centre,<br />
London<br />
Thursday 22 September <strong>2022</strong>
In it together to deliver<br />
service charges in a<br />
changing environment.<br />
There are many challenges <strong>and</strong> changes ahead for the<br />
service charges function. As a crucial part of any housing<br />
association, it’s imperative that you get your service<br />
charges strategies right.<br />
This year’s event is made up of leading experts dedicated to guiding<br />
you through the Building Safety Act, the implications for housing<br />
associations <strong>and</strong> your residents, approaches in calculating estimated<br />
costs related to fire <strong>and</strong> building safety management. We’ll also examine<br />
the most relevant service charge case law in the past year <strong>and</strong> what it<br />
means in practical terms for you, your organisation <strong>and</strong> the sector.<br />
<strong>Leaseholder</strong> <strong>and</strong> <strong>Tenant</strong> <strong>Service</strong> <strong>Charges</strong> is the only opportunity for<br />
you to meet other service charges professionals from across the social<br />
housing sector. There will be plenty of opportunities to engage with your<br />
peers at interactive roundtable sessions covering the potential impacts<br />
of the new shared ownership model <strong>and</strong> a discussion on managing<br />
transparency of building safety related costs.<br />
This is a crucial time for service charge professionals to unite <strong>and</strong> to<br />
discuss the significant issues facing the sector including service charge<br />
inflation <strong>and</strong> energy price increases. Join us as we come together to<br />
share solutions which will help shape your organisation’s service charge<br />
strategy, so that you can do more for your leaseholders <strong>and</strong> tenants.<br />
<strong>Service</strong> charges 101<br />
Whether you’re at the start of your career within service charges or<br />
work in a business function that works closely with these charges,<br />
the <strong>Service</strong> <strong>Charges</strong> 101 content stream will provide you with<br />
an exceptional opportunity to get up to speed on all the basics.<br />
Experts will share their insights <strong>and</strong> expertise on key subject areas<br />
such as calculating service charges, housing benefit <strong>and</strong> Universal<br />
Credit, <strong>and</strong> sinking funds.<br />
| 020 7067 1066
What can you expect?<br />
Meet your chair:<br />
John Bryant<br />
Policy Leader,<br />
National Housing<br />
Federation<br />
You’ll hear from a wide range of speakers from across the<br />
sector including senior leaders, service charge specialists<br />
<strong>and</strong> leading legal experts.<br />
Speakers this year include:<br />
Am<strong>and</strong>a Gourlay<br />
Associate,<br />
Tanfield Chambers<br />
Jane Harrison<br />
Finance Director,<br />
SoHo Housing<br />
Olivia Harris<br />
Chief Executive,<br />
Dolphin Living<br />
Stephen Knight<br />
Director,<br />
Heat Trust<br />
Rachael Mills<br />
Director <strong>and</strong><br />
Co-founder,<br />
SE2<br />
Liz Oliver<br />
Safer Homes Director,<br />
Hyde<br />
Adrian Shaw<br />
Head of Rent <strong>and</strong><br />
<strong>Service</strong> <strong>Charges</strong>,<br />
L&Q<br />
Dydy Sodeinde<br />
Assistant Director<br />
of Housing <strong>Service</strong>s,<br />
St Mungo’s<br />
Such an informative conference with quality<br />
speakers on target with content, pitched<br />
perfectly for all involved in service charges.”<br />
Head of Home Ownership, Catalyst Housing<br />
| 020 7067 1066
Agenda at a glance<br />
Thursday 22 September <strong>2022</strong><br />
08:20 Registration, refreshments <strong>and</strong> networking<br />
09:10 The practical process of implementing service charge software<br />
10:00 Chair’s welcome <strong>and</strong> opening remarks<br />
10:10 Ramifications of fire <strong>and</strong> building safety work<br />
10:50 The latest service charge case law <strong>and</strong> what it means for your business<br />
11:30 Networking <strong>and</strong> refreshments<br />
Breakout sessions – please select one option<br />
12:00 Action planning for the impacts<br />
of rising energy prices<br />
Providing residents with transparent<br />
service charge information<br />
<strong>Service</strong> charges 101: calculating<br />
service charges accurately <strong>and</strong><br />
effectively<br />
12:45 Networking lunch break<br />
Breakout sessions – please select one option<br />
13:20 Planning for future costs of<br />
maintaining <strong>and</strong> repairing<br />
net zero solutions<br />
14:30 Networking <strong>and</strong> refreshments<br />
Breakout sessions – please select one option<br />
15:00 Approaches to service charges in<br />
supported <strong>and</strong> sheltered housing<br />
Reform round-up: latest updates<br />
on shared ownership, commonhold,<br />
leasehold <strong>and</strong> ground rent<br />
Working successfully with<br />
managing agents<br />
15:55 Measures to combat service charge inflation impacting your organisation <strong>and</strong> your residents<br />
16:35 Chair’s closing remarks<br />
<strong>Service</strong> charges 101: deciphering<br />
eligibility for housing benefit or<br />
Universal Credit<br />
<strong>Service</strong> charges 101: the basic<br />
principles of sinking funds<br />
| 020 7067 1066
END THE NIGHTMARE<br />
OF SERVICE CHARGE<br />
SPREADSHEETS<br />
As a growing number of housing<br />
associations have discovered,<br />
BlueBox from Trace Solutions puts<br />
all that scary stuff behind you.<br />
Integrating easily with your current<br />
systems, it adds the error-free service<br />
charge calculations that you need.<br />
Plus so much more: budgets<br />
vs actuals, in real time; property<br />
level reporting <strong>and</strong> enquiries;<br />
automation; tenant communications;<br />
print services; debt management;<br />
rental uplifts; statutory notifications<br />
– the list is almost endless.<br />
Housing Associations are losing<br />
at least £280m a year through poorly<br />
managed service charges – enough<br />
to build 2,400 extra homes. *<br />
Time to put that nightmare<br />
behind you.<br />
Hear BlueBox users talk about their experiences in today’s breakfast session at<br />
9:10am in the Ludgate Suite. Or visit the Trace Solutions st<strong>and</strong> in the exhibition area.<br />
Enterprise-Class Property Management Software<br />
224-232 St John Street, London EC1V 4QR | +44 (0)20 7825 1299 | www.tracesolutions.co.uk | hello@tracesolutions.co.uk<br />
Bluebox is used by: Thirteen Group • Pinnacle • Peabody • One Housing • PA Housing • Together Housing • ExtraCare at home • Southern Housing • <strong>and</strong> others<br />
*Estimate by Ad Esse Consulting, based on Government returns<br />
| 020 7067 1066
How to book<br />
Prices: Thursday 22 September<br />
Early bird (book by Friday 29 July)<br />
St<strong>and</strong>ard<br />
Member 2,000 homes £345 £445<br />
Public sector/ not for profit £395 £495<br />
Private sector £525 £625<br />
There are no hidden costs in our prices – you won’t pay VAT on <strong>Leaseholder</strong> <strong>and</strong> <strong>Tenant</strong> <strong>Service</strong><br />
<strong>Charges</strong> <strong>2022</strong> event tickets.<br />
Group offer<br />
It’s really productive to attend<br />
events with your colleagues to<br />
discuss <strong>and</strong> develop ideas that can<br />
be applied to your organisation,<br />
so when you book three places<br />
you’ll get a fourth free.<br />
How to book<br />
Phone: 020 7067 1066<br />
I enjoyed the sessions today as it brought together<br />
like minded people who are able to give help, advice<br />
<strong>and</strong> support.”<br />
Finance Manager, Golding Homes<br />
DISCLAIMER: This programme is correct at the time of going to press. In the event of one or more of the advertised<br />
speakers being unable to attend, for reasons beyond the control of the conference organisers, we reserve the right to make<br />
alterations or substitutions to the programme as deemed fit. All timings are provisional <strong>and</strong> may be subject to change.<br />
Views expressed by speakers are their own. The National Housing Federation disclaims any liability for advice given or views<br />
expressed by any speaker at the event or in notes or documentation provided for the delegates.<br />
| 020 7067 1066
As an NHF member, you have access to special rates or services from our Preferred Suppliers<br />
– reputable partners who have expertise within the social housing space. We negotiate<br />
preferential terms <strong>and</strong> conditions with these partners to help you save money, so that you<br />
can use your resources as efficiently as possible to deliver on your social mission.<br />
Our Preferred Suppliers<br />
Isio<br />
New but established. Isio’s twenty partners led the<br />
pioneering pensions practice at KPMG, from where<br />
they originate. Simplifying the language <strong>and</strong> work<br />
around pensions, Isio provide a tailored service for<br />
housing associations.<br />
My Home Contents Insurance<br />
My Home is an affordable <strong>and</strong> flexible scheme<br />
designed to protect your tenants against a whole<br />
range of risks <strong>and</strong> there’s no cost to you as a<br />
member.<br />
MRI Real State Software<br />
Our preferred housing management solutions<br />
provider, MRI (former Castleton), offers a range of<br />
services to support your business operations <strong>and</strong><br />
digital initiatives, offering 10% discount for NHF<br />
members.<br />
Phoenix Software<br />
Phoenix Software is the UK’s leading supplier of<br />
software, hardware, devices, IT solutions <strong>and</strong> Software<br />
Asset Management services to housing associations<br />
in the UK. They offer members up to 60% off selected<br />
products <strong>and</strong> services<br />
RenKap<br />
RenKap help public sector l<strong>and</strong>owners to boost their<br />
development capacity through tech so they can<br />
deliver homes at scale. Their first product, Automated<br />
Site Investigation allows their clients to complete the<br />
laborious site investigation works at a click of a button<br />
<strong>and</strong> reduce their in-house management time from six<br />
weeks to under one hour.<br />
Vantage UAV<br />
Vantage UAV is a drone services <strong>and</strong> solution company<br />
that can support projects on asset management,<br />
building safety, development, <strong>and</strong> regeneration. Their<br />
drones obtain high quality images of buildings in a<br />
safer, faster <strong>and</strong> more accurate way so that you can<br />
make informed decisions.<br />
Find out more:<br />
housing.org.uk/suppliers<br />
| 020 7067 1066
The NHF’s Sector Suppliers are trusted companies that have been carefully curated <strong>and</strong><br />
selected to provide expert advice <strong>and</strong> solutions for your organisation <strong>and</strong> its needs.<br />
Save time <strong>and</strong> money on research.<br />
Work with suppliers who underst<strong>and</strong> your needs <strong>and</strong> have experience in working in the social housing sector.<br />
Our Sector Suppliers:<br />
AceOn<br />
Pioneering renewable energy<br />
<strong>and</strong> battery specialists<br />
supporting organisations in<br />
meeting Net Zero Carbon<br />
targets. Products provide an<br />
income stream for housing<br />
associations, whilst lowering<br />
tenant electricity bills <strong>and</strong><br />
reducing carbon.<br />
Advantage Utilities<br />
Advantage Utilities is a forward<br />
thinking, energy <strong>and</strong> utilities<br />
consultancy passionate about<br />
helping housing associations cut<br />
costs, improve efficiency <strong>and</strong><br />
achieve Net-Zero ambitions.<br />
CalQRisk<br />
Online governance, risk<br />
management <strong>and</strong> compliance<br />
solutions specifically tailored for<br />
housing associations.<br />
CG Bonds<br />
Specialising in the procurement<br />
of performance bonds on behalf<br />
of housing associations.<br />
Hilti<br />
Supplying products <strong>and</strong> services<br />
that provide construction<br />
professionals with innovative<br />
solutions <strong>and</strong> superior added<br />
value.<br />
Integrator Housing<br />
Solutions<br />
Cloud based solutions for<br />
housing associations to manage<br />
their data on their path to net<br />
zero.<br />
Life & Progress<br />
Providing modern Employee<br />
Assistance Programmes,<br />
confidential ‘support inthe-moment’<br />
counselling,<br />
professional advice <strong>and</strong><br />
practical information to<br />
residents.<br />
Mobysoft<br />
Social Housing intelligence<br />
software to help l<strong>and</strong>lords<br />
protect <strong>and</strong> maximise revenues,<br />
mitigate welfare reforms <strong>and</strong><br />
embed efficiencies.<br />
Parking Control<br />
Management (UK) Ltd<br />
(PCM)<br />
Parking Control Management<br />
(UK) Ltd (PCM) provides costneutral<br />
parking management<br />
services to commercial <strong>and</strong><br />
residential clients across their<br />
privately owned car parks<br />
Pennington Manches<br />
Cooper<br />
Recognised for providing<br />
premium legal advice across a<br />
wide range of clients within the<br />
social housing sector.<br />
SHIFT Environment<br />
Providing environmental<br />
reporting services, specialising in<br />
consultancy for social l<strong>and</strong>lords.<br />
They transform your data into an<br />
excellent environmental report<br />
covering all environmental issues.<br />
Find out more: housing.org.uk/suppliers<br />
| 020 7067 1066<br />
NHF Sector Supplier Ad rev LANDSCAPE A4 MAR22.indd 1 27/05/<strong>2022</strong> 11:58