The Right Improvements, in the Right Order
A Retrofit Assessment is a detailed whole-house energy survey that tells you exactly which measures will make the biggest difference to your home — and in what order to install them. It's the essential first step before any major energy efficiency project.
A Whole-House Plan for Your Home
A Retrofit Assessment goes far beyond a standard Energy Performance Certificate. Our qualified Retrofit Assessors carry out a comprehensive survey of your property — examining insulation levels, heating system, ventilation, airtightness, moisture, and structural fabric — to build a complete picture of your home's energy performance.
The result is a detailed Retrofit Assessment Report and Medium Term Improvement Plan (MTIP) that sets out the right measures for your home, in the right sequence, to maximise comfort, minimise bills, and avoid the risks of poorly planned retrofits such as damp, condensation, and overheating.
PAS 2030/2035 Compliant
Our Retrofit Assessments are carried out to PAS 2030/2035 standards — the UK's national standard for domestic retrofit. This is required for most government-funded improvement schemes.
Qualified Retrofit Assessors
All assessments are carried out by accredited Retrofit Assessors. We hold professional indemnity insurance and are fully qualified to produce reports accepted by all major funding schemes.
Report in 5 Working Days
Your Retrofit Assessment Report and Medium Term Improvement Plan (MTIP) are delivered within 5 working days of the on-site survey.
The Risks of Getting It Wrong
Damp & Condensation
Installing insulation without addressing ventilation can trap moisture in walls and ceilings, leading to damp, mould, and structural damage.
Wasted Investment
Installing measures in the wrong order — for example, a heat pump before improving insulation — can result in a system that underperforms and costs more to run.
Funding Eligibility
Many government funding schemes, including the Warm Homes Plan and ECO4, require a Retrofit Assessment before work can begin. Without one, you may not qualify.
Overheating Risk
Poorly sequenced insulation improvements can cause overheating in summer. A Retrofit Assessment identifies and mitigates this risk as part of the plan.
A Retrofit Assessment eliminates all of these risks. By understanding your home as a whole system before any work begins, we ensure every improvement is safe, effective, and sequenced correctly.
A Comprehensive Survey of Your Home
Fabric Assessment
Detailed inspection of walls, roof, floors, windows, and doors — measuring U-values and identifying heat loss pathways.
Heating System Review
Assessment of your existing heating and hot water system, including boiler age, efficiency, controls, and heat emitters.
Ventilation Survey
Evaluation of existing ventilation provision and identification of any risks associated with planned improvements.
Moisture & Airtightness
Assessment of moisture levels, existing damp issues, and the property's airtightness — critical for safe insulation planning.
Improvement Plan (MTIP)
A sequenced Medium Term Improvement Plan setting out the recommended measures, their order of installation, and projected outcomes.
Funding Guidance
Advice on which funding schemes you may be eligible for based on your assessment results, including ECO4, Warm Homes Plan, and Home Energy Scotland.
From Survey to Improvement Plan
Book Your Assessment
Contact us to arrange a convenient time. We'll confirm what to expect and any preparation needed before the visit.
On-Site Survey
Our qualified Retrofit Assessor carries out a thorough inspection of your property, typically taking 2–3 hours.
Report & MTIP
We produce your Retrofit Assessment Report and Medium Term Improvement Plan, usually within 5 working days.
Consultation & Next Steps
We walk you through the findings, answer your questions, and advise on funding options and next steps.
Funding That Requires a Retrofit Assessment
A Retrofit Assessment is a prerequisite for several major government funding schemes. Getting yours done early puts you in the best position to access the funding you're entitled to.
Warm Homes Plan
The Scottish Government's Warm Homes Plan requires a Retrofit Assessment before funding whole-home improvement packages for eligible households.
ECO4 Scheme
The Energy Company Obligation (ECO4) scheme funds insulation and heating measures for eligible households — a Retrofit Assessment is required for complex measures.
Home Energy Scotland Grant & Loan
Scottish Government grants and interest-free loans for energy efficiency improvements. A Retrofit Assessment strengthens your application.