Landlord checklist

Before you install a heat pump in a rental property: a 12 point checklist

Checked against the official sources on 9 October 2026. An independent guide, not a government, council or installer service.

The checklist at a glance

Work through these twelve checks before you sign a quote. Each one is short to do and expensive to discover late.

#CheckWho decidesCost of getting it wrong
1Ownership and lenderYou, lenderBreach of mortgage terms
2Leasehold consentFreeholderWork removed or refused
3Planning and Article 4Local planning authorityEnforcement, removal
4Neighbours and noiseYou, neighboursComplaints, dispute
5Tenant arrangementsYou, tenantDelay, dispute
6Timing between letsYouVoid or disruption
7Electrical supplyDNO, installerUpgrade cost, delay
8Pipework and emittersInstallerPoor performance
9Cylinder spaceInstallerPlan fails
10Grant route and MCSInstallerLose the grant
11EPC after installAssessorWrong rating on record
12HandoverYou, installerTenant misuse

1. Ownership and your lender

Confirm you own the property you are applying for, since the Boiler Upgrade Scheme says you must own the property, including one you rent out. Then check your mortgage terms. Lenders can set conditions on alterations or on the property’s use, and this site cannot say what yours says. A phone call before work starts is cheap.

2. Leasehold and the freeholder

If you lease the flat, you need the freeholder or management company’s agreement before external equipment goes in. Read the lease on alterations, shared parts and external walls, and ask in writing. The flats guide covers this in more detail.

3. Planning, listed buildings, conservation areas and Article 4

In England, air source heat pumps can be installed under permitted development, but only within conditions. The facts used on this site:

  • the noise limit is 37.0 dB(A)
  • one unit on a house that is not detached, two on a detached house
  • the compressor can be up to 1.5 cubic metres on a house, 0.6 cubic metres on a block of flats
  • no unit on a pitched roof
  • conservation area and listed building limits apply
  • an Article 4 direction can remove permitted development rights

Ask the local planning authority if the property is in a conservation area, is listed, or might be subject to Article 4. The authority can tell you in writing whether you need an application.

4. Neighbours and noise

The unit hums. A neighbour’s bedroom window a few metres away is the common cause of complaints. Ask the installer for the noise assessment of the chosen position, and tell the neighbours before the unit goes in. It costs nothing and avoids the awkward conversation afterwards.

5. Tenants: access, notice and the Renters’ Rights Act

The work needs access, disrupts heating and hot water for a time, and puts a unit outside the home. Agree dates with the tenant in writing and make sure they know who to contact.

On 1 May 2026, in England, section 21 notices ended and assured shorthold tenancies became periodic assured tenancies. That changes what a landlord can assume about regaining possession to do work. Do not plan on a vacant property you cannot guarantee. For the detail and what we have not verified, read the Renters’ Rights Act and energy upgrades. Take advice on your own tenancy before relying on any assumption about notice, access or rent.

6. Timing between lets

If the property is empty between tenants, that is the easiest window: no disruption, no access arrangements, and the heating can be commissioned and tested. It is not always possible. Ask the installer how long the work will take. The stated limit that matters is the grant’s: install within 120 days of applying.

7. Electrical supply, consumer unit and the DNO

Check the electrical supply early. Ask the installer whether the consumer unit and the incoming supply can carry the heat pump, and what an upgrade would cost if not.

On network notification, MCS says the installer notifies the distribution network operator. Where maximum demand is 60A or below, the route is connect and notify within 28 days. From 60A to 100A, the installer must apply to connect before installation, and the DNO assesses capacity within 10 working days. MCS notes heat pumps use a separate ENA form rather than the G98 and G99 routes that apply to generation and storage, so a solar and battery installation alongside the pump is a separate question.

Ask the installer to confirm the maximum demand figure and who handles the notification. Also note the 5-yearly electrical inspection: see the gas safety page for what stays after gas goes.

8. Pipework and radiators

Ask the installer whether the existing radiators and pipes will heat each room properly at the flow temperature the heat pump will run at. The room by room heat loss calculation is the document that answers it, so ask for it before you accept a quote. If radiators are undersized, the tenant is the one who feels it.

9. Cylinder space

A wet system needs a hot water cylinder. Find the space before the survey: an airing cupboard, a loft with a strong floor, or a utility room. In a small flat this can be the deciding factor. Air-to-air units avoid the cylinder, with trade-offs covered in air-to-air heat pumps for rentals.

10. Grant route and MCS certificate

The Boiler Upgrade Scheme pays £7,500 for an air-to-water or ground source heat pump, or £2,500 for air-to-air. It is one grant per property, landlords are eligible, the installer must be MCS certified, and the installer applies for the grant on the owner’s behalf. You cannot get it for a property that has already had government funding for a heat pump. See the landlord guide to the scheme and how to check an installer.

11. EPC after the install

Once the heat pump is in, ask an accredited domestic energy assessor for a new EPC, so that the register shows the property as it is. Do not assume the rating rises: heat pumps do not automatically improve an EPC. You can look up the current certificate on the GOV.UK register.

12. Handover to the tenant

Give the tenant plain instructions: what the thermostat does, the heat pump’s normal behaviour (long, steady running rather than short hot bursts), who to call for faults, and not to switch it off in winter. Pass on the manual and warranty details. Keep the MCS certificate, heat loss calculation, commissioning record and warranty with your property file. A tenant who treats it like a boiler can run up bills and cause a callout. Running costs for tenants explains what to expect.

When this is not the right answer

Stop at any check you cannot pass. Lease refusal, no planning route, no space for a cylinder or an electrical upgrade that costs more than the benefit are all valid reasons to choose insulation or a new efficient boiler first. For the case against, read is a heat pump worth it for landlords.

Next step

Put your numbers into the landlord heat pump calculator, or send an enquiry and relevant independent firms will contact you, with no charge to you and no obligation.

Objections landlords raise at this stage

Do I really need all twelve checks for a simple house?

For a freehold house with a clear side garden, several checks take minutes. Consent and planning are quick when you own the freehold, with no conservation area or Article 4 direction. The ones that need real thought are the tenant arrangements, the electrical supply and the grant paperwork.

Will installing a heat pump trigger a rent rise or a notice problem?

Nothing on this page is legal advice. Rent changes and notice for access depend on the tenancy and the law that applies to it. If you use the Warm Homes Local Grant, the landlord declares they will not raise the rent because of the funded work. Take advice on your own tenancy.

Can I skip the MCS certificate if I am not claiming a grant?

You can, but you lose the paperwork that proves the installation met the scheme standard, and you cannot claim the Boiler Upgrade Scheme grant without an MCS installer. Ask for the certificate either way.

How the cost gets met

Most landlords end up combining a grant with their own money. These are the routes, with the condition attached to each:

  • Boiler Upgrade Scheme: £7,500 towards an air-to-water or ground source heat pump, or £9,000 where oil or LPG heating is replaced in a home with no mains gas connection (until 31 March 2027); £2,500 for an air-to-air system. One grant per property, and landlords can apply as the owner.
  • Warm Homes: Local Grant: for lower-income tenants in England in homes rated EPC D to G, through the council. A landlord's first property can be fully funded; from the second property the landlord contributes 50%. Landlords declare they will not raise the rent because of the funded work. Greater Manchester and West Midlands combined authority areas (including Manchester, Birmingham and Coventry) are outside the national scheme and set their own landlord terms.
  • Warm Homes Loan Scheme: a lender's loan, not a grant, open to private landlords. Government pays lenders up to 20% of the loan, which must be passed on by lowering the nominal interest rate. The rules do not promise a zero rate.
  • 0% VAT until 31 March 2027: installing heat pumps and insulation in homes is zero-rated until then, and 5% applies from 1 April 2027 (VAT Notice 708/6).
  • Your own funds or borrowing: how an upgrade is treated for tax depends on the property and the work. This site does not give tax advice, so ask an accountant before you commit.

Questions landlords ask

Do I need my tenant's permission to fit a heat pump?

You need access to the property, and how and when you get it depends on the tenancy agreement and the law. Plan the work with the tenant, and take advice on notice for your tenancy. See the Renters' Rights Act page.

Do I need to tell my mortgage lender?

Check your mortgage terms. Some lenders have conditions on alterations or on the use of the property. This site cannot say what yours requires.

Who tells the electricity network about a heat pump?

MCS says the installer is responsible for notifying the distribution network operator (DNO). Where the maximum demand of the installation is 60A or less, the installer can install and then notify within 28 days. From 60A to 100A, the installer must apply to connect before installing.

Do I need a new EPC after installing a heat pump?

Not as a condition of installing one, as far as this site has found. A new EPC records the change and shows your current rating on the register. Ask an accredited domestic energy assessor, and see whether heat pumps improve an EPC rating.

What paperwork should I get from the installer?

The MCS certificate, which MCS says consumers receive through the MCS Installations Database, plus the heat loss calculation, commissioning record, warranty and operating instructions. Keep copies for the next tenant and the next buyer.

How long do I have to install after applying for the Boiler Upgrade Scheme?

The installation must be completed within 120 days of the application, and the installer applies for the grant on the owner's behalf. See the landlord guide.

Sources

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