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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

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