How to change your managing agent
Notice periods, handover and the first 90 days.
Reviewed by Mark Cunningham AssocRICS MTPI MIFSM, Leasehold Director. Last reviewed 3 October 2026.
If you are an RMC or RTM company, the board can change agent. If the freeholder appoints the agent, leaseholders' options are to ask the freeholder, form an RTM company or, in serious cases, apply for a tribunal-appointed manager.
Before you switch
- Read the current management agreement for its notice period and termination terms.
- Agree the decision properly at a board meeting and minute it.
- Compare proposals on the same scope of work.
The handover
The outgoing agent should transfer funds, reserve balances, arrears records, contracts, insurance documents, compliance certificates and the fire risk assessment. The RICS Code sets expectations for co-operative handovers.
The first 90 days
A good incoming agent inspects the building, reviews compliance, checks the accounts and writes to every leaseholder with new payment details.
How we can help
RTM and residents' association formationChanging your agentAJ LiteWe provide block management across Southport, Churchtown and Kew, Birkdale and Ainsdale, Formby, Ormskirk and Aughton, Crosby and Maghull, Bootle and Litherland, Liverpool, Hesketh Bank and Tarleton and Preston, Penwortham and Longton. For the law in brief, see Know the law.General information about the law in England, not advice on a particular building.