Right to manage claim accepted, now comes the fun stuff

AbuBella

Hi all, 

We’ve successfully claimed the Right to Manage for our block, with the official acquisition date set for 23rd August 2025. 🎉 We’re planning to self-manage, and have already prepared quite a bit in anticipation including spreadsheets to track service charge income and expenses, and google drive folders for contractor lists, service contracts, leases, and other key documentation. 

At this stage, I need to formally request the handover of information from the outgoing managing agent. I understand that this part of the process is crucial, and that being specific in what we ask for is key to ensuring we receive everything we need to run the building effectively. We’ve engaged a property maintenance company to assist us in the operational side, but I’m the one coordinating the actual handover and correspondence. So I’m looking for advice on the following: 

What was your experience like with the handover? 

Did you face any resistance or delays, how cooperative was the outgoing agent?  

How specific were you in your information request?  

Did you issue it all in one letter or break it up into categories?  

What documents and data did you find most essential to running the building day to day?

When is the right time to formally request this information? 

Should I be doing this now, ahead of the acquisition date? 

Sorry for the long read, and thank you for viewing.

Cloth_of_Gold

AbuBella said:

Hi all, 

We’ve successfully claimed the Right to Manage for our block, with the official acquisition date set for 23rd August 2025. 🎉 We’re planning to self-manage, and have already prepared quite a bit in anticipation including spreadsheets to track service charge income and expenses, and google drive folders for contractor lists, service contracts, leases, and other key documentation. 

At this stage, I need to formally request the handover of information from the outgoing managing agent. I understand that this part of the process is crucial, and that being specific in what we ask for is key to ensuring we receive everything we need to run the building effectively. We’ve engaged a property maintenance company to assist us in the operational side, but I’m the one coordinating the actual handover and correspondence. So I’m looking for advice on the following: 

What was your experience like with the handover? 

Did you face any resistance or delays, how cooperative was the outgoing agent?  

How specific were you in your information request?  

Did you issue it all in one letter or break it up into categories?  

What documents and data did you find most essential to running the building day to day?

When is the right time to formally request this information? 

Should I be doing this now, ahead of the acquisition date? 

Sorry for the long read, and thank you for viewing.

We're thinking of claiming the Right to Manage for our block. Was it difficult/expensive? How did your freeholder react? Any advice appreciated.

bouicca21

^^^ also considering RTM so interested in how easy/difficult it is.