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Service Charge Management

Service charges managed with complete transparency

Clear budgets, accurate reporting and year-end accounts that residents and directors can actually understand. Every penny accounted for — always.

Transparent service charge management

Service charge management is at the heart of what a managing agent does — and it is where the sector most commonly fails. Rowan Shaw operates on a principle of absolute transparency. You see everything.

We prepare annual budgets based on realistic forecasting, manage collection, handle arrears professionally, and produce clear year-end accounts that give directors and leaseholders genuine visibility of where their money has been spent.

Our service charge management follows the RICS Service Charge Residential Management Code (4th Edition, 2026) — the current Secretary of State approved code of best practice for the sector, covering budgeting, accounting, procurement, consultation and communication with leaseholders.

Annual budget preparation and consultation
Service charge demand notices
Collection and arrears management
Bank account management
Expenditure authorisation and tracking
Contractor invoice verification
Reserve fund management
Section 20 major works consultation
Year-end account production
Full audit trail for all expenditure

RICS Service Charge Code 4th Edition

The RICS Service Charge Residential Management Code (4th Edition) came into effect on 7 April 2026. Approved by the Secretary of State, it is the definitive standard for residential service charge management in England — covering transparency, budgeting, accounting, leaseholder communication and dispute resolution.

Rowan Shaw commits to operating in accordance with this code across all developments we manage. Many managing agents are not yet aware of the 4th edition. We are — and we apply it.

RICS Service Charge Residential Management Code 4th Ed.
Effective 7 April 2026 — Secretary of State approved best practice
Landlord and Tenant Act 1985
Service charge reasonableness, Section 20 consultation
Landlord and Tenant Act 1987
Right of first refusal, managing agent appointment
Leasehold Reform, Housing and Urban Development Act 1993
Right to manage, enfranchisement
Building Safety Act 2022
Resident safety, building assessment and remediation
Fire Safety Act 2021
Fire safety obligations for multi-occupancy buildings
Leasehold and Freehold Reform Act 2024
Forthcoming changes including insurance commission ban
UK GDPR & Data Protection Act 2018
Handling of leaseholder personal data
"No hidden charges. No opaque accounting. No conflicts of interest with contractors. You see exactly where every pound of service charge is spent."

What open-book actually means

No undisclosed contractor relationships

We have no financial arrangements with contractors beyond the contracts we place on your behalf. No referral fees, no kickbacks, no arrangements that create a conflict of interest. This is a requirement of the RICS code — and our own non-negotiable standard.

Competitive tendering as standard

All significant works are tendered competitively. You see the quotes, we recommend, you decide. This is the only way to be confident that expenditure is justified and priced fairly.

Reserve fund integrity

Reserve funds are held properly, reported clearly and drawn on only for the purposes for which they were collected. We maintain a full paper trail that can be audited at any time.

Section 20 compliance

Major works requiring Section 20 consultation are handled in full compliance with the Landlord and Tenant Act 1985. Leaseholders receive proper notice, genuine consultation and clear documentation throughout — including updated LEASE guidance as of March 2026.

Arrears management that protects relationships

We pursue arrears professionally and proportionately — protecting the development's financial position while treating leaseholders with respect. Escalation is always a last resort.

Year-end accounts you can read

Our year-end accounts are produced in a clear, understandable format in line with the RICS code. We are happy to walk directors through them line by line and welcome scrutiny of every entry.

Concerned about your current service charge management?

Talk to us. We will give you an honest assessment of what good looks like — and what it would take to get there.

Request a Consultation