Retrofit Assessment

A 3D house model with solar panels on the roof, placed on top of architectural blueprints, with a colorful energy efficiency rating scale from A to G beside it.

What is a Retrofit Assessment?

A Retrofit Assessment is the first key step in planning energy efficiency improvements for your home, especially if you're applying for government-funded schemes.

It looks at your property's condition, how energy is used in the home, and where improvements could be made safely and effectively.

It’s more detailed than a standard EPC and helps ensure that any upgrades like insulation, ventilation, or low-carbon heating are appropriate for your property and lifestyle.


Do You Need A Retrofit Assessment?

You’ll need a Retrofit Assessment if you’re planning to make energy-saving improvements to your home and want to do it properly and safely.

It’s required if you’re applying for funding or support through schemes.

Even if you’re not using a scheme, having a Retrofit Assessment is a smart starting point. It gives a clear picture of your home's current condition and energy performance, so any upgrades like insulation, ventilation, or heating are done in the right order and won’t cause issues later.

Not sure if you need one?
Just ask. I’ll let you know based on your plans, no obligation


What does it involve?

A Retrofit Assessment includes three parts:

  • An energy assessment (similar to an EPC)

  • A condition survey to check for any issues like damp or structural concerns

  • An occupancy assessment to understand how you use energy in your home day-to-day

The visit typically takes between 1 - 2 hours. I’ll need access to all rooms, the loft, boiler or heating system, and any extensions that are part of the property.

The assessment is non-invasive, and there’s no need to move furniture or prepare anything special, just make sure all areas are accessible.


What happens after the assessment?

After the visit, I’ll compile all the findings into a detailed Retrofit Assessment report. This is shared with your Retrofit Coordinator or installer, who uses it to create a tailored improvement plan for your home. This helps ensure that any upgrades are safe, suitable, and deliver long-term benefits.

If you don’t yet have a coordinator, I’m happy to recommend one or guide you on the next steps.