Welcome to the Lyons Davidson online landlord resource page for Saga customers, provided in association with RAC Legal Services. This page will supply guidance and documents for information relating to renting property and action against tenants.
Our expert team will be happy to help you with issues that you may face in relation to either a residential or commercial tenancy. Our team aim to provide practical advice with a view to advising you on any tenant issues and supporting you on any action you need to bring against tenants. For any queries, please feel free to contact us.
Standard Letters
Below are forms and letters that may be needed as part of management of your tenanted property. We have set these out below to assist with any steps that you need to take. Please note, this assumes that either you own the property outright or any mortgage lender has given permission to let and that if the property is leasehold there are no restrictions to letting in the lease.
Downloadable Documents and Letters
Downloadable Forms
NB: These documents are not suitable for Scotland and Northern Ireland. If you are a landlord in require assistance to evict a tenant in these jurisdiction, we recommend seeking legal advice.
Guidance & Videos
To help with landlord processes, we have put together some guidance resources below, including some short videos and ‘how to’ guides.
Landlord & Tenant Processes
When dealing with tenants it’s important that you follow the correct procedures. We’ve provided the steps you need to take with any supporting information below to help you ensure that you are following the correct process. These are provided for each region of the country as they have a different set of rules. For more information or advice please call the Saga legal helpline on 0800 302 9012.
Properties in England
| Documents | Further information | |
| Before you rent
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Energy Performance Certificate (Minimum EPC rating of E; to be increased to C in 2025)
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Get a new energy certificate – GOV.UK (www.gov.uk) |
| HMO Licence | If required. Check with your local authority: Find your local council – GOV.UK (www.gov.uk)
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| Selective Licence | If required by local authority
Find your local council – GOV.UK (www.gov.uk)
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| Landlord Gas Safety Certificate | Gas safety checks – who needs them? (hse.gov.uk)
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| Install Smoke and Carbon Monoxide Alarms
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| Start of Tenancy
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Right to rent checks on prospective Tenants | Checking your tenant’s right to rent: Who you have to check – GOV.UK (www.gov.uk)
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| Day 1 check that Smoke and Carbon Monoxide Alarms are working
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| Documents and Information to provide to Tenants | How to Rent Guide | How to rent – GOV.UK (www.gov.uk)
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| Deposit | Ensure deposit amount is not higher than maximum allowed under Tenant Fees Act 2019
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| Deposit Protection | Tenancy deposit protection: Overview – GOV.UK (www.gov.uk)
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| ‘Prescribed Information’ about the Deposit | The Housing (Tenancy Deposits) (Prescribed Information) Order 2007 (legislation.gov.uk)
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| Your address (or that of your agent) for service of any Notices
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| Energy Performance Certificate
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| Gas Safety Certificate
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| Ongoing actions needed | Annual Gas Safety Check (and provide certificates to Tenant)
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| Five Yearly electrical safety check
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| Regular checks/maintenance and prompt repairs
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Please complete this form, including a brief description of how we can help you, and we will contact you as soon as we can to discuss the matter informally and without charge.
