Membership Guidance

The Membership Guidance section is here to provide information regarding membership with The Property Institute. Access audit guidance and previous year's findings through to guidance on annual declarations and membership renewals.

TPI Members undergo a triennial audit to ensure compliance with TPI Consumer Charter and Standards, supporting high service standards and strengthening public protection. Each Member is audited across one of three scopes, ensuring all areas of the business are reviewed over a 9-year cycle.

Audit findings reports highlight the key issues identified in each year’s audits, helping to clarify common uncertainties and address areas of confusion.

TPI provides practical resources and guidance documents to support members in preparing for their Compliance Review, helping you understand requirements and approach the process with confidence.

Hampshire Fire and Rescue Service (HFRS) as your Primary Authority

Working in partnership with Hampshire Fire and Rescue Service (HFRS) as your Primary Authority

12 November 2025
Electrical Safety First Guidance on Electrical Safety in Common Parts

View the 'Electrical Safety First Guidance on Electrical Safety in Common Parts' document.

27 January 2025
A Model Internal Complaints Process

Access Property Redress' guide on A Model Internal Complaints Process.

3 January 2025
TPI Guidance on Ethical and Professional Standards

12 December 2024
Residential Service Charge Accounts (Tech 03/11)

Guidance* on accounting and reporting in relation to service charge accounts for residential properties on which variable service charges are paid in accordance with a lease or tenancy agreement.

22 October 2024
RICS Commercial Property Management in England and Wales

This is a concise guide from RICS on best practices for Property Managers. It emphasises the key roles of managing commercial properties on behalf of landlords, including rent collection, service charge administration, and building management. The guide also highlights the importance of effective communication, legal compliance, and risk management in areas such as health and safety and tenant relations. Special sections address mixed-use developments, portfolio management, and offshore ownership.

22 October 2024
Accountant's Report Sample

21 October 2024
Professional Indemnity Insurance Compliance Certificate

In accordance with its Bye-Laws, the Property Institute Limited (TPI) requires Associates and Member Firms to hold a policy of Professional Indemnity Insurance (PII) which is adequate and appropriate to its size and nature of its business and also that no Associate or Member Firm shall carry on business unless it is covered by PII.

21 October 2024
Bank Account Guidance

For some time now TPI applicants and members have been facing increasing challenges when trying to open compliant bank accounts. It is hoped that the information contained within this guidance will help explain why we are in this situation, efforts made by TPI to find a solution and provide you with information to enable you to discuss this with your banking relationship manager.

1 October 2024
TPI Member Annual Declaration Guidance

Read about the Annual Declaration requirements for TPI members.

29 July 2024

Membership Guidance

Hampshire Fire and Rescue Service (HFRS) as your Primary Authority

Electrical Safety First Guidance on Electrical Safety in Common Parts

A Model Internal Complaints Process

TPI Guidance on Ethical and Professional Standards

Residential Service Charge Accounts (Tech 03/11)

RICS Commercial Property Management in England and Wales

Accountant's Report Sample

Professional Indemnity Insurance Compliance Certificate

Bank Account Guidance

TPI Member Annual Declaration Guidance