What documents are needed for an LPE1?
Most of an LPE1 can be answered from a fairly short list of documents. A building that keeps these current, in one place, will find any sale far easier. Here is the practical checklist.
The core checklist
- Buildings insurance schedule — current policy, insurer and sum insured.
- Service charge accounts — typically the last two to three years.
- Service charge budget — the current year's figures.
- Reserve (sinking) fund statement — the balance and what it is for.
- Fire risk assessment — the latest report and any actions arising.
- Major works records — planned or ongoing works and Section 20 notices.
- The lease — for apportionment, ground rent and covenants.
- Company documents — memorandum and articles, recent accounts and filings.
- Ground rent information — the amount, due dates and any arrears.
- Management agreement — if a managing agent is appointed.
Building-safety documents
Buildings within the scope of the Building Safety Act 2022 should also retain the documents relevant to those questions, which can include certificates passing between landlord and leaseholders and records relating to remediation. What applies varies with the building, so retain what you hold and answer what is known.
Why dating matters
The habit that matters most is dating each document. Knowing when something was last reviewed — and therefore whether it still stands — turns a pile of PDFs into a usable record. A 2019 insurance schedule is history, not information.
Don't want to work through every document by hand? Upload the records you already hold and let Peppercorn One identify the LPE1 answers for you to review.
Peppercorn One accepts the documents you already have — PDFs, spreadsheets, scans — reads them, and maps the details to the relevant LPE1 questions, telling you plainly what is still missing.
Frequently asked questions
- What documents do I need to complete an LPE1?
- Chiefly the buildings insurance schedule, recent service charge accounts and budget, the reserve fund statement, the fire risk assessment, records of any works, the lease and the company's documents.
- What if a document is missing?
- Answer what you can from what you hold, mark the rest 'not known', and obtain the missing document where possible. Being explicit about a gap is better than guessing.
Peppercorn One provides administrative tools and guidance to assist with the preparation of management information. It does not provide legal advice. Users remain responsible for reviewing and approving all information before it is issued.