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Leaseholder and Tenant Service Charges 2021

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BOOK BY<br />

FRIDAY 28<br />

MAY TO SAVE<br />

£50


About <strong>Leaseholder</strong> <strong>and</strong> <strong>Tenant</strong> <strong>Service</strong> <strong>Charges</strong><br />

This year’s event is made up of leading<br />

experts dedicated to guiding you through the<br />

potential implications of the Building Safety<br />

Bill, approaches to a successful resident<br />

engagement strategy, how service charge<br />

specialists have adopted their processes<br />

during the p<strong>and</strong>emic <strong>and</strong> the latest case law<br />

from a senior barrister.<br />

You will have the opportunity to meet other service charge<br />

professionals <strong>and</strong> engage with your peers at interactive<br />

roundtable sessions covering the potential impacts of<br />

the new shared ownership model <strong>and</strong> a discussion on<br />

managing transparency of building safety related costs.<br />

This is a crucial time for service charge professionals to<br />

unite <strong>and</strong> discuss the significant issues facing the sector.<br />

Join us as we come together to share solutions which will<br />

help shape your service charges strategy, benefitting you,<br />

your team, your organisation <strong>and</strong> most importantly your<br />

leaseholders <strong>and</strong> tenants.<br />

Fundamentals of <strong>Service</strong> <strong>Charges</strong><br />

29 June <strong>2021</strong><br />

Whether you are are at the start of your career within<br />

service charges or simply need a refresher, then this<br />

event will get you up to speed on all the basics.<br />

Long-st<strong>and</strong>ing experts will share their insights <strong>and</strong><br />

expertise on the key subject areas such as:<br />

■ Calculating charges<br />

■ Sinking funds<br />

■ Legal requirements<br />

■ Eligibility of housing benefit <strong>and</strong> Universal Credit.<br />

You will benefit from hearing real life practical examples<br />

from those who have been there before. Attend to get<br />

a grounding on the essentials ready to head back to<br />

the day job <strong>and</strong> the foundations to attend the main<br />

<strong>Leaseholder</strong> <strong>and</strong> <strong>Tenant</strong> <strong>Service</strong> <strong>Charges</strong> Conference.<br />

The Fundamentals day is a<br />

must attend event for those<br />

new to service charges <strong>and</strong> an<br />

excellent refresher for those<br />

involved in service charges,<br />

particularly finance staff.”<br />

Director of Financial <strong>Service</strong>s,<br />

Westway Housing Association<br />

Helping you develop your professional<br />

skills <strong>and</strong> knowledge is important<br />

to us which is why this event is CPD<br />

accredited. You’ll receive a Certificate<br />

of Attendance <strong>and</strong> CPD points after<br />

you attend.<br />

| 020 7067 1066


What’s new<br />

for <strong>2021</strong>?<br />

Thought provoking lightning<br />

speeches delivered by<br />

visionary speakers will provide<br />

insights on the building safety<br />

regulatory system, leasehold<br />

<strong>and</strong> commonhold reform, <strong>and</strong><br />

the strategic importance of<br />

getting service charges right.<br />

Topical sessions on the new<br />

shared ownership model,<br />

managing relationships<br />

with complex partnership<br />

agreements <strong>and</strong> a masterclass<br />

on service charges on a large<br />

complicated scheme.<br />

An industry discussion on<br />

the impacts of the p<strong>and</strong>emic<br />

on service charges.<br />

BOOK BY<br />

FRIDAY 28<br />

MAY TO SAVE<br />

£50<br />

| 020 7067 1066


What can you expect?<br />

Speakers this year include:<br />

You’ll hear from a wide range of speakers from<br />

across the sector including senior leaders, service<br />

charge specialists <strong>and</strong> leading legal specialists.<br />

Your conference chair:<br />

Emma Hardman,<br />

Partner,<br />

Anthony Collins Solicitors<br />

Annette Hall,<br />

Operational Policy Lead,<br />

HSE Building Safety<br />

Programme, Health <strong>and</strong><br />

Safety Executive<br />

Ranjit Bhose,<br />

Barrister,<br />

Cornerstone Barristers<br />

Camilla Sheldon,<br />

Deputy Director for<br />

Reform Policy, MHCLG<br />

Elizabeth Froude,<br />

Group Chief Executive,<br />

Platform Housing Group<br />

Professor Nick Hopkins,<br />

Commissioner for Property,<br />

Family <strong>and</strong> Trust Law,<br />

The Law Commission<br />

What’s an #NHFVirtual<br />

event like?<br />

We’ve been successfully running<br />

#NHFVirtual events for over a year <strong>and</strong><br />

they’re just like the NHF conferences<br />

you know <strong>and</strong> value with live speakers,<br />

rooms for interactive debate <strong>and</strong> coffee<br />

breaks to catch up with colleagues –<br />

but streamed live to your browser.<br />

You can feel part of the buzz of a live<br />

event, posing questions to speakers<br />

<strong>and</strong> connecting with sector-wide peers,<br />

but also take a break from the screen<br />

<strong>and</strong> dip in <strong>and</strong> out when it suits you.<br />

All of the content will be available for<br />

you to watch back for three months<br />

after the event.<br />

Very informative,<br />

relevant topics,<br />

raising important<br />

discussion points<br />

amongst delegates.<br />

Effectively<br />

presented in a<br />

virtual format.”<br />

Cost & Incomes Accountant,<br />

Yarlington Housing Group<br />

Dewbien Plummer,<br />

Head of Housing Strategy<br />

<strong>and</strong> Improvement, Royal<br />

Borough of Greenwich<br />

Dr Aasia Nisar,<br />

Head of Resident<br />

Engagement, Sovereign<br />

| 020 7067 1066


<strong>Leaseholder</strong> <strong>and</strong> <strong>Tenant</strong> <strong>Service</strong> <strong>Charges</strong><br />

Tuesday 6 July <strong>2021</strong> – Morning<br />

09:20 Chair’s opening remarks<br />

Emma Hardman, Partner, Anthony Collins Solicitors<br />

09:30 Treat yourself to a strategic brain spa as prominent sector experts kick off the <strong>2021</strong> event through insightful<br />

Lightning talks<br />

speeches on their areas of expertise <strong>and</strong> research.<br />

10:10 Short break<br />

Camilla Sheldon, Deputy Director for Reform Policy, MHCLG<br />

Elizabeth Froude, Group Chief Executive, Platform Housing Group<br />

Professor Nick Hopkins, Commissioner for Property, Family <strong>and</strong> Trust Law, The Law Commission<br />

10:20 Getting resident engagement <strong>and</strong> communication strategies right<br />

Annette Hall, Operational Policy Lead, HSE Building Safety Programme, Health <strong>and</strong> Safety Executive<br />

Dr Aasia Nisar, Head of Resident Engagement, Sovereign<br />

Dewbien Plummer, Head of Housing Strategy <strong>and</strong> Improvement, Royal Borough of Greenwich<br />

11:00 Networking break <strong>and</strong> chat with your fellow delegates<br />

Breakout sessions <strong>and</strong> roundtables – Please select one option<br />

11:20 Success stories of managing<br />

the managing agent<br />

Jacqueline Whitehead, Contracts Manager<br />

(Supported Housing), Rooftop<br />

Claire Thorogood​, Leasehold Manager,<br />

W<strong>and</strong>le Housing Association<br />

Chair: Evelyn Williams, Policy Officer,<br />

National Housing Federation<br />

Managing complicated new<br />

scheme sites<br />

Kevin Dunleavy, Head of Homeowner<br />

<strong>Service</strong>s, The Guinness Partnership<br />

Caroline Millington, Head of Home<br />

Ownership, Plumlife Management,<br />

Great Places Housing Group<br />

Neil Lawlor, Partner, Devonshires<br />

Chair: Bethan Buck, External Affairs<br />

Manager, National Housing Federation<br />

Peer-to peer roundtable<br />

Building safety <strong>and</strong> service charges<br />

Saleh Mirza, Head of Building Projects,<br />

A2Dominion<br />

Victoria Moffett, Head of Building <strong>and</strong><br />

Fire Safety Programmes, National Housing<br />

Federation<br />

| 020 7067 1066


<strong>Leaseholder</strong> <strong>and</strong> <strong>Tenant</strong> <strong>Service</strong> <strong>Charges</strong><br />

Tuesday 6 July <strong>2021</strong> – Afternoon<br />

12:20 Networking lunch break<br />

12:30 Interactive legal surgery<br />

Emma Hardman, Partner, Anthony Collins Solicitors<br />

13:20 Calculating <strong>and</strong> presenting<br />

service charges<br />

Michael Tourville, Director,<br />

Beever <strong>and</strong> Struthers<br />

Chair: Jess Mullins, Head of Member<br />

Relations, National Housing Federation<br />

<strong>Service</strong> charges in supported<br />

<strong>and</strong> sheltered housing<br />

John Glenton, Executive Director of Care<br />

<strong>and</strong> Support, The Riverside Group<br />

Dominic Owens, Director, Resource Solutions<br />

Chair: Sue Ramsden, Policy Leader,<br />

National Housing Federation<br />

Features of the new shared<br />

ownership model<br />

Steve Schollar, Home Ownership Manager,<br />

Red Kite Community Housing<br />

Chair: Evelyn Williams, Policy Officer,<br />

National Housing Federation<br />

14:00 Short break<br />

14:10<br />

Legal update Working to the letter of the law<br />

Ranjit Bhose, Barrister, Cornerstone Barristers<br />

14:50 The sector’s approach to the coronavirus crisis<br />

Dawn Grocott, Leasehold Manager, Torus 62 Ltd<br />

Scott Jeffreys, <strong>Service</strong> Charge Manager, Trafford Housing Trust<br />

15:30 Chair’s closing remarks<br />

Emma Hardman, Partner, Anthony Collins Solicitors<br />

| 020 7067 1066


Fundamentals of <strong>Service</strong> <strong>Charges</strong><br />

Tuesday 29 June <strong>2021</strong><br />

09:20 Welcome from the chair<br />

Dawn Grocott, Leasehold Manager, Torus 62 Ltd<br />

09:30 An introduction to service charges<br />

Lynne Nicholls, Regional <strong>Service</strong> <strong>Charges</strong> & Section 20 Manager, Clarion Housing Group<br />

10:10 Short break<br />

10:20 The legal foundations of service charges<br />

Emma Hardman, Partner, Anthony Collins Solicitors<br />

11:00 Short break<br />

11:10 Top tips when calculating service charges<br />

Pascale Mézac, Consultant, Plan2moro<br />

11:50 Short break<br />

12:00 <strong>Service</strong> charges eligibility for housing benefit or Universal Credit<br />

Maggie FItzsimons, Freelance Trainer <strong>and</strong> Consultant Specialising in Housing Benefit <strong>and</strong> Universal Credit Housing Costs<br />

12:40 Short break<br />

12:50 A guide to sinking funds<br />

Ken James, Head of Leasehold <strong>Service</strong>s & <strong>Service</strong> Charge, A2Dominion Group<br />

13:35 Chair’s closing remarks<br />

Dawn Grocott, Leasehold Manager, Torus 62 Ltd<br />

The Fundamentals day was a useful, concise <strong>and</strong> informative session<br />

for individuals who have returned to the housing sector, <strong>and</strong> a great<br />

way to open up <strong>and</strong> consider service charges for existing staff.”<br />

Finance Team Leader, Bournville Village Trust<br />

BOOK<br />

THREE PLACES<br />

AND GET A<br />

FOURTH PLACE<br />

FREE<br />

| 020 7067 1066


Meet the sponsors<br />

An essential part of conference attendance is<br />

the opportunity to connect with sponsors <strong>and</strong><br />

exhibitors to explore services <strong>and</strong> solutions that<br />

can help your organisation deliver its mission<br />

<strong>and</strong> social purpose.<br />

At <strong>Leaseholder</strong> <strong>and</strong> <strong>Tenant</strong> <strong>Service</strong> <strong>Charges</strong> <strong>2021</strong>,<br />

we’ve left plenty of time in the programme for<br />

you to browse the virtual exhibition, catch-up with<br />

leading suppliers, view product demonstrations,<br />

download additional content <strong>and</strong> find out more<br />

about their offer.<br />

Pop by the virtual exhibition when it suits you or<br />

if you prefer to plan your day, contact the supplier<br />

directly to book an appointment.<br />

info@anthonycollins.com<br />

www.anthonycollins.com<br />

With offices in Birmingham <strong>and</strong> Manchester,<br />

Anthony Collins Solicitors has grown to be one<br />

of the top UK law firms advising the housing<br />

association sector. We have one of the largest<br />

social housing teams in the country, ranked<br />

B<strong>and</strong> 1 in Chambers <strong>and</strong> Partners <strong>and</strong> Tier 1<br />

in Legal 500.<br />

info@devonshires.co.uk<br />

020 7628 7576<br />

www.devonshires.com<br />

Devonshires is one of the UK’s leading providers<br />

of legal services to registered providers.<br />

Our experience ranges from advising executive<br />

boards to dealing with routine legal work<br />

assisting in the management <strong>and</strong> development<br />

of our clients’ property estates. We are<br />

recognised as leaders in the Housing sector in<br />

Legal directories.<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 />

AceOn are pioneering<br />

renewable energy <strong>and</strong> battery<br />

storage specialists, supporting<br />

organisations to meet Net Zero<br />

Carbon targets. Their products<br />

help reduce carbon, lower<br />

tenants’ electricity bills <strong>and</strong><br />

provide an income stream for<br />

housing associations.<br />

Forbes Solicitors<br />

Forbes Solicitors are able<br />

to offer NHF members a<br />

complete housing service<br />

that incorporates frontline<br />

consultancy underpinned<br />

by litigation <strong>and</strong> wider legal<br />

reassurance.<br />

Match Options<br />

Match Options is an<br />

employment business <strong>and</strong><br />

recruitment agency, with the<br />

experience <strong>and</strong> expertise to<br />

help you recruit health <strong>and</strong><br />

social care staff.<br />

Mobysoft<br />

Mobysoft’s social housing<br />

intelligence software<br />

applications help l<strong>and</strong>lords<br />

protect <strong>and</strong> maximise revenues,<br />

mitigate welfare reform <strong>and</strong><br />

embed efficiencies.<br />

MyConcern<br />

MyConcern provides<br />

safeguarding software <strong>and</strong><br />

services for housing providers<br />

<strong>and</strong> the third sector. Their trusted<br />

<strong>and</strong> secure safeguarding<br />

software supports you to protect<br />

your tenants, especially those<br />

at risk.<br />

Pennington Manches<br />

Cooper<br />

Penningtons Manches Cooper<br />

is recognised as a top class<br />

provider of legal advice to the<br />

social housing sector, with a<br />

wide-range of clients within the<br />

social housing sector.<br />

Resource Solutions<br />

Resource Solutions specialises<br />

in helping supported housing<br />

providers with service<br />

charges. Their aim is to help<br />

client organisations recover<br />

all necessary, eligible <strong>and</strong><br />

reasonable accommodation<br />

service costs through their service<br />

charges.<br />

VAT Solutions<br />

VAT Solutions are indirect tax<br />

specialists working exclusively in<br />

the care <strong>and</strong> housing sector. We<br />

not only achieve considerable<br />

VAT benefits for our clients, but<br />

also seek to implement significant<br />

business efficiencies which<br />

spread well beyond VAT.<br />

Find out more: housing.org.uk/suppliers<br />

| 020 7067 1066


How to book<br />

Prices: Main day conference: Tuesday 6 July<br />

Book by Friday 28 May<br />

St<strong>and</strong>ard<br />

Member 1,000 homes £295 £345<br />

Public sector/ not for profit £345 £395<br />

Private sector £445 £495<br />

Prices: Fundamentals of <strong>Service</strong> <strong>Charges</strong>: Tuesday 29 June<br />

Book by Friday 28 May<br />

St<strong>and</strong>ard<br />

Member 1,000 homes £145 £195<br />

Public sector/ not for profit £175 £225<br />

Private sector £245 £295<br />

BOOK BY<br />

FRIDAY 28<br />

MAY TO SAVE<br />

£50<br />

There are no hidden costs in our<br />

prices – you won’t pay VAT on<br />

<strong>Leaseholder</strong> <strong>and</strong> <strong>Tenant</strong> <strong>Service</strong><br />

<strong>Charges</strong> <strong>2021</strong> event tickets.<br />

Group offer<br />

It’s really productive to attend events<br />

with your colleagues to discuss <strong>and</strong><br />

develop ideas that can be applied to<br />

your organisation, so when you book<br />

three places you’ll get a fourth free.<br />

BOOK<br />

THREE PLACES<br />

AND GET A<br />

FOURTH PLACE<br />

FREE<br />

How to book<br />

Phone: 020 7067 1066<br />

@natfedevents | #NHF<strong>Service</strong><strong>Charges</strong><br />

DISCLAIMER: This programme is correct at the time of going to press. In the event of one or more of the advertised speakers being unable to attend, for reasons beyond the control of the conference organisers, we reserve the right to make alterations<br />

or substitutions to the programme as deemed fit. All timings are provisional <strong>and</strong> may be subject to change. Views expressed by speakers are their own. The National Housing Federation disclaims any liability for advice given or views expressed by any<br />

speaker at the event or in notes or documentation provided for the delegates.<br />

| 020 7067 1066

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