Bank Account
The opening and ongoing administration of a bank account for holding each individual scheme's monies.

Specialist retirement housing managing agents
Experienced, friendly staff who tailor services to each individual scheme.
The opening and ongoing administration of a bank account for holding each individual scheme's monies.
Preparing and distributing service charge estimates, presented through a general meeting held at the scheme each year.
The collection of service charges, usually on a quarterly basis in advance.
Accounting for service charges.
The preparation of audited service charge accounts, provided to residents after the end of each service charge year.
Collecting routine service charge and ground rent arrears. Any legal fees are not covered by Broadleaf.
Providing management information to residents.
Liaising with residents associations, beyond normal liaison may incur additional charges.
Administering buildings and other insurance.
The employment of management personnel (not site based), with ongoing training and supervision.
Entering into and managing maintenance contracts.
Inspecting the property and dealing with necessary repairs and maintenance.
Preparing specifications and contracts for minor works and services.
Periodic health and safety and fire risk assessments, but not specialist checks and tests.
Consultation on management matters, major works and long term agreements.
Regular site visits to supervise scheme managers.
Drawing up and reviewing risk assessment plans.
Recruitment and training of scheme based staff.
Keeping and maintaining records of residents and tenancy details.
Preparing replacement cost assessments for insurance purposes on buildings and landlords contents.
Negotiating with local and statutory authorities regarding operation, amendment or improvement of communal services as necessary.
Providing copy documents as and when required.
Provision of secretarial services to resident management companies.
Keeping landlords advised on management policy when working as an agent.
Employing and working with specialist advisors.
Dealing with non-compliance with leases, including instructing solicitors and giving court evidence.
Contact us today to find out more about our retirement housing management services.