Fundamentals of Service Charges: agenda

Welcome to the Fundamentals of Service Charges, a half day event that aims to strengthen your service charges skills. 

Please see the agenda below. Each session has a link to its respective webinar next to the title, which will open in a new YouTube tab.

If you come across any issues, please feel free to contact our Customer Service team via email or on 020 7067 1066.

09:00 - 09:10

Welcome from the chair
John Bryant, Policy Leader, National Housing Federation

09:10 - 09:40

Introduction to service charges | Click here to watch the webinar.

  • An overview of how service charges work.
  • Different types of service charges.
  • The main players and stakeholders.
  • The role of third party management companies.
  • Jargon deciphered.

Lynne Nicholls, Regional Service Charge & Section 20 Manager, Clarion Housing Group

09:40 - 09:50 Short break.
09:50 - 10:20

Legal introduction to service charges | Click here to watch the webinar.

  • The occupancy agreement including the type of service charge, services and interpreting.
  • Legal requirements for variable service charges.
  • Dealing with challenges, including the Tribunal.
  • Basics of Section 20 consultation.

Emma Hardman, Senior Associate, Anthony Collins Solicitors

10:20 - 10:30 Short break.
10:30 - 11:00

Effectively calculating service charges | Click here to watch the webinar.

  • The stages of calculating service charges.
  • Service charges and different tenures, how charges are applicable to leasehold, freehold, shared ownership, tenants, etc.
  • Calculation of charges for new schemes.
  • Service charges on mixed tenure themes.

Matthew Saye, Interim Director of Housing, Settle

11:00 - 11:20 Virtual coffee break.
11:20 - 11:50

Service charges eligibility for housing benefit or Universal Credit | Click here to watch the webinar.

  • A run through of the charges which are eligible.
  • An explanation of exclusions.

Glenys Harriman, Director, Housing Systems

11:50 - 12:00 Short break.
12:00 - 12:30

Introduction to sinking funds | Click here to watch the webinar.

  • The difference between a sinking fund and depreciation. 
  • Practicalities of implementing a fund.
  • Dealing with shortfalls.

Pascale Mézac, Consultant, Plan2moro

12:30 - 12:40 Short break.
12:40 - 13:10

Closing session | Click here to watch the webinar.

A chance to hear about some of the key challenges as a taster introduction to next week's main conference including an update on charging for building safety improvements, leasehold reform and benefits of using a service charge module.  A chance for delegates to ask any final questions to the expert panel.

Chair: John Bryant, Policy Leader, National Housing Federation

Emma Hardman, Partner, Anthony Collins
Glenys Harriman, Director, Housing Systems
Pascale Mézac, Consultant, Plan2moro
Lynne Nicholls, Regional Service Charges & Section 20 Manager, Clarion Housing Association
Matthew Saye, Interim Director of Housing, Settle

 



Thank you, we hope you enjoyed this half-day event.

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