03 · Existing buildings & works · PAS 2035

Retrofit assessment

A retrofit assessment is the survey that starts any energy-efficiency project run under PAS 2035, the standard behind government-funded schemes and TrustMark-registered work. It records the home, its condition and how it is used, so the right measures can be planned safely.

DWGuide by Dan Wallis · Updated 27 September 2026

This guide covers the rules in England. See Wales, Scotland and Northern Ireland.

64 retrofit assessorsPAS 2035
Who needs oneHomeowners and landlords improving energy efficiency under PAS 2035, including most funded schemes
Who can do itA qualified Retrofit Assessor working under a TrustMark-registered scheme
WhenAt the start, before measures are designed

64 retrofit assessors listed across the UK

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National providers (20)

Regional providers (check they cover your area) (1)

What the assessment includes

  • An energy assessment of the home (RdSAP)
  • A condition report covering damp, ventilation and defects
  • An occupancy assessment of how the household uses the home
  • Significance and heritage checks where relevant

Where it fits in a retrofit project

The Retrofit Coordinator uses the assessment to build a medium-term improvement plan, a designer specifies the measures, and TrustMark-registered installers carry them out. The whole process is recorded and lodged so the work can be checked afterwards.

In Wales, Scotland and Northern Ireland

This guide describes the rules in England. Building regulations are devolved, so here is how retrofit assessment works in the rest of the UK.

Wales

Welsh Government schemes, including Warm Homes Nest, the Optimised Retrofit Programme and Green Homes Wales loans, use the PAS 2035 process. ECO4 also covers Wales until 31 December 2026.

Scotland

ECO4 uses PAS 2035 and covers Scotland until 31 December 2026. Home Energy Scotland grants and loans have their own rules, such as TrustMark or MCS installers and EPCs before and after the work, so check what your scheme asks for.

Northern Ireland

ECO doesn’t cover Northern Ireland, and current schemes such as NISEP and Affordable Warmth don’t require a PAS 2035 assessment. Some firms still offer one for privately funded projects.

Common questions

Do I need one if I pay for insulation myself?

Not always, but it is good practice and some lenders and installers ask for it. Funded schemes normally require it.

Is a retrofit assessment the same as an EPC?

No. It includes an energy assessment but also looks at the condition of the home and how it is used, which an EPC does not.

What does the assessment include?

An energy assessment of the home (RdSAP), a condition report covering damp, ventilation and defects, an occupancy assessment of how the household uses the home, and significance and heritage checks where relevant.

What happens after the assessment?

The Retrofit Coordinator uses it to build a medium-term improvement plan, a designer specifies the measures, and TrustMark-registered installers carry them out. The whole process is recorded and lodged so the work can be checked afterwards.

New to the jargon? See our glossary of terms, from air permeability to TrustMark.