Get a Retrofit Assessment for a
More Efficient Home

Find out how your home can benefit from energy-saving upgrades with a certified retrofit assessment.

At Energy efficient you, we’re here to help you improve your energy efficiency. We will complete a detailed survey of your property and produce an energy report using the RdSAP methodology.

What is a Retrofit Assessment?

A retrofit assessment is a detailed check of your home to see how energy-efficient it is and what improvements could be made. It includes three key parts:

  • Energy Assessment – Looks at how much energy your home uses and where it could be more efficient.
  • Condition Assessment – Checks the overall condition of your property, including any structural issues.
  • Occupancy Assessment – Considers how you use your home, like heating and ventilation habits

Retrofit assessments are a key part of the PAS 2035 process—a government-backed standard that takes a whole-house approach to energy efficiency improvements. This means looking at the bigger picture to make sure any upgrades work well for your home and your comfort.

Before making any changes, a retrofit assessor needs to gather important details about your home. This information is then passed to a retrofit coordinator, who plans the best way to improve your property’s energy efficiency.

As part of your assessment, our expert retrofit assessor will survey your home, including:

  • The way your home is built and laid out
  • Your current heating and hot water systems
  • How well your home is insulated and ventilated
  • Any existing issues, like damp or condensation

Once we have all the details, our retrofit coordinator will create a personalised plan to make your home warmer, more efficient, and ready for the future.

Why Do You Need a Retrofit Assessment?

A retrofit assessment is the first step toward making your home more energy-efficient, comfortable, and cost-effective. Whether you’re looking to cut down on energy bills, reduce your carbon footprint, or future-proof your home, this assessment helps identify the best improvements for your property.

Here’s why it’s important:

  • Lower Energy Bills – A retrofit assessment highlights areas where your home is losing heat, helping you make changes that reduce energy waste and save money.
  • Improved Home Comfort – By identifying insulation gaps and ventilation issues, the assessment helps ensure your home stays warm in winter and cool in summer.
  • Meeting Government Standards – If you’re applying for energy efficiency grants or funding, a retrofit assessment is often required to meet PAS 2035 regulations.
  • Preventing Future Problems – The assessment checks for issues like damp, mould, or poor ventilation, so they can be addressed before they become costly repairs.
  • Reducing Carbon Footprint – Energy-efficient homes use less fuel, cutting down on carbon emissions and helping the environment.
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What’s Included in the Assessment?

A retrofit assessment is a detailed evaluation of your property to determine the best energy-saving improvements. The assessment is split into two parts:

1. Desk-Based Study
Before visiting your home, our retrofit assessor will carry out background research to gather key information, including:

  • Property history and significance – Checking records like the National Heritage List for England (NHLE) for any historical designations.
  • Existing service records – Reviewing operation and maintenance manuals for electrical, gas, and mechanical systems.
  • Inspection reports – Looking at previous assessments of gas, electrical, and mechanical systems.
  • Utility usage – Collecting data on electricity, gas, and water consumption.
  • Asbestos register check – Identifying any potential asbestos risks.
  • Environmental monitoring – Reviewing temperature and humidity records, if available.

2. On-Site Property Survey
Once the desk study is complete, the assessor will visit your property to verify findings and inspect:

  • The condition of building systems and components.
  • Whether existing services can be retained or need upgrading.
  • Potential maintenance, replacement, or new installation requirements.
  • Any hazards or risks that need to be addressed.
  • The capacity and efficiency of current heating, electrical, and water systems.
  • Building performance, including thermal imaging inspections.

This thorough process ensures that any recommended upgrades are tailored to your home’s specific needs, helping to improve energy efficiency while considering the property’s structure and existing systems.

Who is Eligible for a Retrofit Assessment?

You may be eligible for a retrofit assessment if:

  • Your home is older or less energy-efficient and could benefit from improvements.
  • You’re considering energy-saving upgrades, such as insulation, heating system upgrades, or renewable energy solutions.
  • You’re applying for a government-backed scheme like ECO4 or other grant-funded energy efficiency programs.

Eligibility often depends on factors such as your property type, current energy performance, and whether you receive certain benefits. If you’re unsure, our team can help determine if you qualify and guide you through the next steps.

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What Is The Process Of A Retrofit Assessment?

The retrofit assessment process helps evaluate a building to find ways to improve energy efficiency, safety, and overall performance. It follows a structured approach to identify the best upgrades for your property.

Here’s how it works:

  • Defining Goals and Scope – First, we establish what you want to achieve. Are you looking to reduce energy bills, improve safety, or meet new regulations? Defining these goals helps focus the assessment.

  • Gathering Data and Documentation – We collect important documents like building plans, maintenance records, and energy usage data. A site visit is also carried out to get a full picture of the building’s condition.

  • Energy and Performance Analysis – By reviewing energy bills and operational data, we pinpoint inefficiencies and identify where the most energy is being used.

  • Identifying Improvement Opportunities – We assess the building’s systems, from heating and insulation to lighting and automation, to see where upgrades could make a real difference.

  • Risk Assessment – Before making changes, we consider potential challenges such as budget constraints, technical issues, or disruptions to your daily routine.

  • Regulatory Compliance – We ensure that any recommended upgrades align with building codes, safety standards, and energy efficiency regulations to maximise long-term benefits.

This structured approach ensures that every retrofit assessment leads to practical, effective improvements for your property.

How Long Is A Retrofit Assessment Valid For?

The validity of a retrofit assessment depends on several factors, including the type of improvements made, industry regulations, and how the property is used over time. Some regulations require re-assessments after a certain period to ensure your home still meets energy efficiency standards.

As technology advances, newer solutions might become available, making it worth revisiting your assessment sooner. Upgrading to more efficient systems can help you save on energy costs and improve overall performance.

Changes in how a building is used, such as an increase in occupants or different heating habits, can also affect energy efficiency and may require a reassessment. A property that was once energy efficient may not perform the same way if its usage changes significantly.

Energy prices and government policies can shift, meaning new incentives or regulations might make further upgrades more beneficial. Keeping up with these changes ensures you make the most of available grants and cost-saving opportunities.

Since there’s no fixed expiration date for a retrofit assessment, it’s a good idea to check in with our energy experts to see if an update is needed. Staying informed about the latest regulations, technological advancements, and best practices will help keep your home as energy efficient as possible.

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Benefits of a Retrofit Assessment

A retrofit assessment offers a range of benefits, helping you improve your home’s energy efficiency, comfort, and long-term value. Here’s why it’s worth considering:

  • Lower Energy Bills – By identifying ways to improve insulation, heating, and overall efficiency, a retrofit assessment can help reduce your energy consumption and cut costs.

  • Increased Comfort – Upgrading outdated systems leads to a warmer, more comfortable home with better temperature control and reduced drafts.

  • Improved Property Value – A more energy-efficient home is more attractive to buyers and can increase your property’s resale value.

  • Enhanced Safety and Compliance – The assessment ensures your home meets current building regulations and safety standards, identifying potential hazards before they become serious issues.

  • Reduced Carbon Footprint – Making your home more efficient helps lower emissions, contributing to a greener, more sustainable future.

  • Access to Government Grants – In some cases, a retrofit assessment is required to qualify for funded energy efficiency upgrades, helping you save money on improvements.

  • Future-Proofing Your Home – With energy prices constantly changing, investing in efficiency upgrades now can protect you from rising costs in the future.

A retrofit assessment is the first step toward a smarter, more energy-efficient home, ensuring you get the most out of any improvements.

Retrofit Assessment Frequently Asked Questions

Frequently Asked Questions

A retrofit assessment is a detailed survey of your property to evaluate its energy efficiency and identify potential improvements. It includes an energy assessment, condition assessment, and occupancy assessment to ensure any upgrades are suitable for your home.

Energy assessments within England and Wales are charged £175 + VAT. To book your EPC assessment with us today, give us a call at 0800 907 8209  or email us at info@energyefficientyou.co.uk

Depending on the size of the house and what your requirements are, a survey can take approximately 2 – 3 hours, we also spend a further half day working on desk top study.

If you’re applying for certain energy efficiency grants or funding, a retrofit assessment is required. It ensures that any improvements meet industry standards and are suitable for your home.

No, the process is non-invasive. Our assessor will inspect different parts of your property, take measurements, and gather information, but there’s no construction or disruption involved.

Once the assessment is complete, you’ll receive a report detailing recommended upgrades, such as insulation, heating improvements, or ventilation enhancements. If you qualify for funding, we can help guide you through the next steps.

assessment for retrofitting

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