Portfolio overview·Thursday 3 September 2026

Portfolio overview

184 blocks · 6,412 units · service charge year 1 Apr 2026 – 31 Mar 2027

Blocks managed
184
+6 since April
Units under management
6,412
Across 11 local authorities
Consultations at risk
1 of 7 live
Statutory date passed
Certificates overdue
31
178 due within 90 days
Service charge collected
91.4%
Target 95% · £838k outstanding

Expenditure against budget

Year to date, all blocks · £000

Budget Actual
Insurance
£1,206k
Repairs & maintenance
£812k
Cleaning & grounds
£718k
Management fees
£612k
Utilities
£655k
Lifts & plant
£401k
Expenditure headBudgetActualVariance
Insurance£1,180k£1,206k+2.2%
Repairs & maintenance£884k£812k−8.1%
Cleaning & grounds£742k£718k−3.2%
Management fees£612k£612k0.0%
Utilities£596k£655k+9.9%
Lifts & plant£428k£401k−6.3%
Utilities is 9.9% over budget at 5 months in. Six blocks account for most of the overspend.

Certificate status

1,842 tracked certificates across the portfolio

Valid 1,604
Due within 90 days 178
Never supplied 29
Overdue 31
4 blocks have an overdue EICR. Landlord supply certificates expired more than 30 days ago at Pemberton Wharf, Kingsley Mansions, Thornhill House and Beaufort Place.
Higher-risk buildings registered9 of 9
Safety case reports complete7 of 9
FRA actions outstanding23

Service charge collected

Percentage of demands raised · rolling 12 months

86% 90% 94% Target 95% 91.4% Sep Nov Jan Mar May Jul
MonthCollectedMonthCollected
Sep 202588.2%Mar 202692.1%
Oct 202589.0%Apr 202690.4%
Nov 202588.4%May 202691.2%
Dec 202587.1%Jun 202692.6%
Jan 202689.6%Jul 202693.1%
Feb 202690.8%Aug 202691.4%

Arrears by age

£838k outstanding across 412 units

£412k
£186k
£97k
£143k
0–30d31–60d61–90d90+d
31 units are past 90 days. These pass Marlbourne's threshold for solicitor referral and need a director decision at the next client meeting.

Needs attention this week

Ranked by statutory and financial consequence, not by date raised

Item Building Type Manager Position Status
Statement of Estimates not issued Kingsley Mansions Section 20 RNR. Nkemelu 6 days late Recoverability at risk
EICR expired — landlord supply, Block C Pemberton Wharf Compliance SAS. Achebe 11 days overdue Overdue
Contractor public liability insurance lapsed Portfolio-wide Works TBT. Bramley Lapsed 2 days ago Suspend instructions
Notice of Intention — observation period closing Ashwood Court Section 20 RNR. Nkemelu 4 days remaining Action needed
Fire risk assessment — P2 action outstanding Thornhill House Building safety SAS. Achebe 3 days remaining Action needed
Safety case report — evidence gaps recorded Ravensbourne Tower Building safety JWJ. Whitfield 22 days remaining In progress
Arrears — 4 units past 90 days Kingsley Mansions Credit control DOD. Okafor £18,240 Awaiting decision
Works order tracking 18% over estimate Ashwood Court Works TBT. Bramley +£4,120 Approval needed
Year-end accounts awaiting client approval Marlow Gate Finance DOD. Okafor 9 days remaining With client
Award of Contract ready to issue Beaufort Place Section 20 RNR. Nkemelu 12 days remaining On track
Rows open the full record. Everything here is derived — nothing on this list was typed in by hand.