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  1. Home
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  3. Fire Safety
  4. Handing Over Fire Safety Information When the Responsible Person Changes
HandoverGolden Thread

Handing Over Fire Safety Information When the Responsible Person Changes

Buildings change hands, managing agents change, and the fire safety record is supposed to go with the building. This guide sets out what has to pass over, and how a practice that holds the record makes itself the continuity.

8 min readLast updated 2026-08-22Last verified 2026-08-22

The Record Is Supposed to Travel With the Building. Usually It Doesn't

The amendments made to the Regulatory Reform (Fire Safety) Order 2005 by section 156 of the Building Safety Act 2022, in force from 1 October 2023, put handover on a legal footing. In broad terms, an outgoing Responsible Person must give the incoming one the fire risk assessment and related fire safety information, Responsible Persons who share a building must take reasonable steps to identify each other and cooperate, and the full assessment and the fire safety arrangements must be recorded in the first place so that there is something to hand over. For higher-risk buildings, the Building Safety Act adds the golden thread: the accountable person has to keep the building's safety information current and available.

The reality on most handovers is a long way from that. The current assessment is in the previous managing agent's inbox. The action plan was never tracked, so nobody knows which findings were closed. The fire door records are in a contractor's spreadsheet. The new Responsible Person either starts from scratch, which costs money, or assumes the building is as the last report described it, which costs more.

The assessment practice is usually the one party with a complete view, and that is both an opportunity and an exposure. The practice that can hand over a clean record makes itself indispensable to the incoming Responsible Person, who often becomes a client. The practice that cannot gets drawn into arguments about what was known and when, on behalf of a client it no longer acts for.

One Record per Building, Held by the Practice, Handed Over Whole

Anchor the record to the building rather than to the client. Every assessment, every review, every action with its evidence and closure, the fire door register and its inspection history, certificates for the alarm and the emergency lighting, and the correspondence that went with all of it, attached to the building. Clients come and go as engagements on that record; the building's history stays in one place.

Handover is then a pack generated from the building record at a date: the current assessment and the fire safety arrangements, the action plan with what is open and what was closed and on what evidence, the state of the door register, the certificates, and the log of changes reported since the last assessment. The pack records who it was produced for, on whose authority, and when. The incoming Responsible Person starts from the truth rather than from a filing cabinet.

The record belongs to the Responsible Person, not to the practice, so the practice needs authority to release it. That belongs in the engagement terms from the start: what the practice holds, what it will hand to a successor, and on what authority. Agreed at instruction it is routine; negotiated at the point of a dispute it is not.

The building is the anchor record, so the history survives a change of client
A handover pack is generated from the record at a date, complete, in minutes
Open actions travel with their history and evidence, so the incoming Responsible Person knows what is outstanding
Who received the pack, on whose authority and when is recorded on the building
All Responsible Persons for a multi-occupied building are identified and kept current
For higher-risk buildings, the record feeds the accountable person's golden thread in the formats they need

How to Make Handover Routine

Follow these steps so that a change of Responsible Person is a pack generated from the record, not a search through old email.

1

Make the building the anchor

Set the record up so that the building is the parent and everything else hangs off it: engagements with each client over time, assessments, reviews, actions, door records, certificates, correspondence. A new client on an existing building inherits the history rather than starting a new file.

Identify buildings unambiguously, with a UPRN where you have one, so that a building that changes its trading name is still the same record.
2

Decide what the handover pack contains

Define the pack once: the current assessment and arrangements, the action plan with status and evidence, the review history, the door register and its last cycle, certificates, the change log, and the names of the other Responsible Persons in the building. The pack is a document generated from the record, in one versioned template, and the practice can add to it over time.

Include what was declined as well as what was done. A review the outgoing client refused is something the incoming one needs to know.
3

Put release authority in the engagement terms

Agree at instruction what the practice holds, that it will provide the record to a successor Responsible Person on request, and on whose authority. Record the authority on the engagement. Where an outgoing client wants to restrict release, record that too, so the practice knows its position before anyone asks.

This is a matter for the practice's own terms and, where needed, its legal advice. The point is to have decided before the question arrives.
4

Generate the pack at a date and record the recipient

When a change happens, generate the pack from the building record as at that date, send it from the case, and record who received it, on what authority and when. The outgoing client, the incoming one and the practice then all hold the same thing.

Generate a pack at the end of every engagement whether or not anyone has asked. It is the cleanest possible statement of where things stood when the practice stopped acting.
5

Identify every Responsible Person and keep them current

In a multi-occupied building there are usually several: the owner or freeholder, the managing agent, and each employer with control of part of the premises. Record each one on the building with their contact details and what they are responsible for, and update the record when any of them changes. The Order expects them to identify each other and cooperate; the practice is often the only party that knows who they all are.

Ask at every review whether any of the Responsible Persons have changed. It is the question most often not asked.
6

Align with the golden thread for higher-risk buildings

For buildings in the Building Safety Act regime, the accountable person has to keep the building's safety information current and be able to share it. The practice's record is a source for that, not a substitute. Agree the formats and the cadence with the accountable person, and export from the record rather than maintaining a second copy.

Keep the case record as the source of truth and treat every export as a snapshot with a date. Two live copies of the same information is how they diverge.

Best Practices

Hold the record as if you will be asked for it in five years

The question comes after an incident, a sale or a dispute, long after the engagement ended. A building record that is complete and dated answers it; a client folder that was archived when the client left does not.

Close the engagement with a pack, not an invoice

The last thing the practice does for a departing client is generate the handover pack and record it. It protects the practice, it serves the building, and it is the start of the relationship with whoever comes next.

Be clear about whose record it is

The fire risk assessment belongs to the Responsible Person. The practice holds it and has its own copy for its own protection. Keep the distinction in the engagement terms and in how release requests are handled.

Record what you were not told

If the outgoing client did not report changes, declined reviews or left actions open, the pack should say so plainly. The incoming Responsible Person is entitled to the gaps as well as the documents.

Treat the other Responsible Persons as part of the record

Cooperation between Responsible Persons is a duty under the Order. The practice that keeps the list of who they are, and tells each of them what affects them, is doing something nobody else in the building is doing.

Keep the secure information box in mind for taller buildings

Residential buildings over 18 metres have to provide the fire and rescue service with building plans and other information, including through a secure information box on site. The practice's record is usually the best source for keeping its contents current.

Implementation Checklist

Building is the anchor record, with a stable identifier, and clients attach to it as engagements
Handover pack defined once as a generated document with a versioned template
Release authority agreed in engagement terms and recorded on each engagement
Pack generated at the end of every engagement and on any change of Responsible Person
Recipient, authority and date recorded on the building for every pack issued
Open actions in the pack carry their history and evidence
Declined reviews and unreported changes stated in the pack
All Responsible Persons for the building recorded with what they are responsible for
Responsible Person changes asked about at every review
For higher-risk buildings, export format and cadence agreed with the accountable person
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Frequently Asked Questions

Related Guides

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How Often Must a Fire Risk Assessment Be Reviewed?

The law does not give a number, which is why practices get asked the question so often. This guide sets out what the Order requires, what triggers a review, and how a practice keeps hundreds of review cycles running without one slipping.

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Tracking Fire Risk Assessment Actions Through to Completion

An assessment is only as good as what happens to its findings. This guide sets out how to turn the action plan into tracked work with owners, dates and evidence, across every client the practice holds.

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Fire Risk Assessor Competence and Report QA: Standing Behind Every Report

Since October 2023 a Responsible Person may only appoint a competent person to help with their fire risk assessment. This guide sets out how a practice evidences competence for every assessor and every building, and how it checks reports before they go out.

Further Reading

Data model: The building as the anchor record, with engagements, assessments and actions hanging off it.Document generation: The handover pack generated from the record at a date, from one versioned template.Building Safety Act compliance guide: The accountable person's side: higher-risk buildings and the golden thread.Timeline: Every pack issued, to whom and on whose authority, in order.

Make Handover a Button, Not an Archaeology Job

Bring us a building with a history and we will show you what it looks like as one record: the engagements, the assessments, the actions and the pack that goes to whoever comes next.

Book a Discovery CallSee how a building record is built