Facilities, estates and property managers in the UK can secure compliant 6‑monthly LOLER examinations and a joined‑up PPM plan for their passenger lifts. Independent competent persons carry out structured safety checks, issue clear written reports and align with your maintenance regime, based on your situation. By the end you have a defensible examination trail, prioritised defect actions and a practical schedule that reduces downtime and audit stress. It’s a straightforward way to see where you stand and bring your lift compliance under control.

If you manage passenger lifts in a workplace, you are expected to prove they are safe, not just assume it because they run each day. Six‑monthly LOLER thorough examinations are the statutory backbone of that assurance and sit alongside your routine servicing.
When examinations, servicing and remedial works are planned together, you cut the risk of missed defects, compliance gaps and awkward questions from auditors, insurers or residents. A clear schedule, competent examiner and usable reports give you a defensible position and a calmer way to manage lift safety.
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You rely on your lifts every day, and the law expects that reliability to be backed by regular, independent safety checks.
A 6‑monthly LOLER thorough examination is the statutory safety examination for a passenger lift provided for use at work: a structured check of safety‑critical parts by a competent person, with a formal written report and clear defect actions. It is different from lift servicing and needs to sit cleanly inside your wider planned maintenance and compliance regime. All Services 4U helps you align those pieces so you have safe operation, clean records for audits and a predictable pathway for remedials and future modernisation.
If you want a straight answer on where you stand, we can review your lift list and last examination dates and highlight any immediate compliance gaps before they turn into problems.
The first step is understanding which duties apply to you and what each visit is there to achieve.
If your lift is used by employees, contractors, cleaners, caretakers or managing agents, it is usually treated as lifting equipment used at work. In that case you are expected to have regular thorough examinations by a competent person, regardless of whether the building is purely commercial or mixed‑use with residents. The duty typically falls on whoever controls the equipment and can ensure examinations are arranged, acted on and documented.
For lifts that carry people, six months is the usual maximum interval between thorough examinations unless a competent person has set a different interval in a written scheme of examination. Some goods‑only lifts, platform lifts or special‑purpose units may fall on different intervals based on their use and any written scheme. Treat six‑monthly as the default for passenger‑carrying lifts, but check that each interval is justified and recorded rather than assuming a single rule fits every installation.
Routine servicing visits are there to keep the lift in efficient working order: inspecting, cleaning, lubricating, adjusting and carrying out agreed minor repairs. A thorough examination is there to confirm, at defined points in time, that the lift remains safe to use and to identify defects that could give rise to danger, with a written report to prove it. You usually need both. If you treat a maintenance sheet as the same thing as a LOLER report, you risk being unable to evidence compliance when an auditor, insurer, board member or resident asks to see the statutory examination trail.
Knowing what happens on the day helps you plan access, manage expectations and judge report quality.
During a thorough examination, the competent person carries out a systematic assessment of safety‑critical elements. That will typically include the car and counterweight, suspension means, safety gear, overspeed governor, doors and interlocks, door safety devices, buffers, braking systems, alarms and emergency lowering arrangements, and any interfaces with fire or building‑management systems. The focus is on deterioration or damage that could lead to a dangerous situation and on deciding whether the lift is safe to remain in service until the next examination.
To allow the competent person to do a thorough job, you need safe access to all relevant areas: machine room, lift shafts where access is required, pit, car top and control panels, as well as keys, permits and any site‑specific safety information. You also need someone who can coordinate isolations where necessary and manage occupant communications if the lift must be taken out of service. When these basics are in place, you reduce the risk of aborted visits, unplanned re‑attendance and lifts being unavailable longer than they need to be.
At the end of the examination, you should receive a written report that clearly identifies the lift, the date and scope of the examination, the result, and any defects or observations. It should distinguish between defects that present an immediate or imminent risk, defects that require action within a defined timescale, and less critical observations to monitor. That report is what you rely on to brief stakeholders, instruct your maintenance provider and evidence compliance to auditors and insurers, so clarity and prioritisation matter if you want decisions to move quickly.
You reduce risk and disruption when statutory examinations and maintenance are treated as two parts of a single control model rather than competing tasks.
Thorough examinations are part of your duty to ensure lifting equipment remains safe to use by having it checked at suitable intervals by a competent person. Maintenance obligations sit alongside this and require you to keep equipment in an efficient state, in efficient working order and in good repair. In practice, you use servicing to manage day‑to‑day deterioration and call‑outs, and thorough examinations to provide periodic independent assurance that those controls are working and that no hidden defects have built up beyond what routine visits are catching.
You gain the most benefit when servicing visits, thorough examinations and planned remedials are coordinated rather than booked in isolation. A central asset register with unique lift IDs, locations, dutyholders, last examination dates and maintenance patterns allows you to plan examinations in advance, align them with major services where sensible, and avoid peak periods for occupants. It also allows you to see at a glance which lifts are close to going out of date so you can prevent compliance gaps instead of reacting after someone else notices.
A good PPM plan converts examination findings into scheduled activity rather than ad‑hoc firefighting. Clear defect categorisation and ownership let you track which issues should be folded into planned upgrades, which require targeted remedials, and which justify interim risk‑reduction measures. That structure supports better budgeting, more predictable downtime and stronger assurance that defects raised in reports are not left sitting on an action list with no owner.
When something goes wrong, your choice of examiner and your appointment records are often scrutinised, so it pays to be deliberate.
In this context, competence means more than a general engineering background. The examiner should have current practical and theoretical knowledge of the types of lifts you operate, experience of similar buildings and usage patterns, and enough authority in their organisation to make objective judgements about safety. You should be comfortable that they can interpret manufacturer information and current guidance and explain their findings in a way that supports decisions rather than creating ambiguity.
The competent person must be able to act impartially. In some organisations this can be an in‑house specialist, but many dutyholders prefer to appoint an independent inspection body that is functionally separate from the maintenance provider. Where the same group is involved in both maintenance and examination, you should have clear controls so commercial interests do not influence whether defects are found, how they are described, or how quickly they are escalated and resolved.
Before you appoint an examiner, you should review their experience with lifts, ask for sample reports, understand their internal quality processes, and verify appropriate insurance cover for inspection work. It is also sensible to check how they train and authorise their staff, how they review reports before issue, and how they handle situations where a lift must be taken out of service immediately. That level of due diligence gives you a defensible basis for your choice if it is ever questioned by an auditor, insurer, board member or tribunal.
Strong paperwork does not replace safety, but weak paperwork can make it very hard to show you are in control.
When a thorough examination identifies a defect that presents or could quickly present a danger, you are expected to ensure the lift is not used in an unsafe condition and that appropriate controls are put in place straight away. The report should make that distinction explicit so you can act without delay. For less urgent issues, there should still be a clear timeframe, so you know whether something is due within days, weeks or months and can plan resourcing instead of firefighting.
Once defects are identified, you need a traceable way of assigning them, tracking progress and recording completion evidence. That might be a structured action register in your CAFM system or a dedicated defects log linked to each lift and examination. What matters is that you can show who is responsible, what was agreed, when the work was done, and how you confirmed that the risk is now controlled. That discipline supports your own assurance and gives you better answers when boards, residents or insurers ask what has been done and when it was completed.
Reports and actions only help you if you can find them. A central digital binder that organises information by site, lift and date makes it much easier to respond to audits, renewals, refinancing requests and changes in managing agents. At a minimum, you should expect to retain examination reports, maintenance records, key correspondence, and any engineering advice that underpins interval decisions or significant upgrades. Clear document control, including versioning and appropriate access, helps you avoid both lost evidence and inappropriate sharing of information.
You get most value when examinations, maintenance and documentation all pull in the same direction, and that is how All Services 4U structures its service.
You start by sharing a simple list of lifts across your portfolio: locations, identifiers, building use and any dates you already hold. We help you turn that into a clean asset register, confirm which lifts are in scope for LOLER, and identify where examinations are due, overdue or missing from your records. That baseline gives you a clear picture before any site visit is booked and makes it easier to show others why certain lifts are being prioritised.
Once the register is confirmed, we agree a schedule that respects access restrictions, peak‑use periods and any constraints from residents, tenants or on‑site teams. We coordinate risk assessments, method statements and permits, and agree how lifts will be taken out of service during testing where necessary. Competent persons then carry out the thorough examinations and issue clear reports with defect categorisation and timescales, so you can see at a glance what needs attention and where you may need to adjust maintenance or budgets.
After each examination cycle, we help you link findings to maintenance and project decisions. That can include passing structured defect information to your lift maintenance contractor, helping you prioritise remedials against risk and budget, and highlighting patterns that suggest a need for upgrade or modernisation planning. You keep control of commercial decisions while gaining a clearer line of sight from statutory examinations through to completed works, improved reliability and stronger assurance at board and insurer level.
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If you are not completely sure every lift in your portfolio has an in‑date thorough examination, now is the time to check. A short conversation and a basic asset list are usually enough to highlight where examinations are due, where reports are missing, and where responsibilities may be unclear.
During a free consultation, you can walk through your current regime with a specialist, confirm whether six‑monthly is the right interval for each lift, and see what a clear, action‑focused report and defects tracker look like in practice. You can also discuss how examinations can be coordinated with existing maintenance to reduce downtime and administrative effort.
If you want statutory examinations that are straightforward to schedule, simple to evidence and joined up with the rest of your PPM plan, book a Lift LOLER consultation with All Services 4U today and give yourself a clear, defensible position on every lift you are responsible for.
Explore our FAQs to find answers to planned preventative maintenance questions you may have.
A 6‑monthly LOLER thorough examination is an independent safety check of a passenger lift’s critical parts, with a formal report and clear defect deadlines. Under the Lifting Operations and Lifting Equipment Regulations 1998 (LOLER), most people‑carrying lifts used at work must be thoroughly examined by a competent person at least every six months, unless a written scheme justifies a different interval. This is a structured lift safety examination, not a quick ride test or a rebadged service visit, and it sits alongside your servicing obligations under PUWER 1998.
The competent person’s job is simple but serious: decide whether the lift is safe to keep in service until the next LOLER examination is due. They inspect suspension, brakes, safety gear, overspeed protection, doors, interlocks, alarms and emergency systems, then issue a written report stating whether the lift can continue operating and what must be rectified, by when. That report is what HSE, insurers and internal risk teams will ask for when they want to see that you have your LOLER regime under control.
If you sit on an RTM board, run a housing association portfolio, or carry the accountable person title for a high‑rise, this is how you answer confidently when someone says, “Show me your last three LOLER reports and how you closed the defects.”
A quick ride and a service sheet do not meet the legal and evidential standard of a LOLER thorough examination. A genuine LOLER inspection follows HSE guidance and the BS EN 81 series, uses a formal report structure, and carries clear defect grading and timescales that can be defended after an incident.
A brief ride‑through may spot obvious issues, but it is not tied to LOLER’s reporting duties or independence expectations. If you ever have to explain yourself to an HSE inspector, the Building Safety Regulator or your own board, “we had a service sheet” will not carry the same weight as a fully documented LOLER thorough examination.
If you want your organisation to be known as one that always knows where it stands on lift safety, letting a partner like All Services 4U manage the six‑monthly LOLER examination calendar, competent‑person appointments and evidence trail keeps you in the “prepared” camp, not the “hoping nothing goes wrong” camp.
A LOLER thorough examination answers “is this lift safe to use until the next due date?”, while servicing answers “will this lift keep running properly between visits?”. Planned maintenance under PUWER is about reliability and comfort: cleaning, lubricating, tightening, replacing worn parts and fixing everyday faults. The LOLER examination is a statutory check by a competent person, with a duty to report defects and, if necessary, recommend that the lift is taken out of service.
Trying to use service sheets as if they were LOLER reports leaves a gap in your legal and insurance position. A service visit might include checks that look similar, but it is not bound by the same independence, scope or reporting rules. When something serious happens, investigators will look first for the LOLER thorough examination reports, not just proof that the doors were oiled last month.
LOLER examinations and servicing work best when they are designed to reinforce one another rather than overlap blindly. Servicing reduces nuisance breakdowns and protects uptime; the LOLER examination protects people and your liability. A well‑run estate uses good maintenance to keep high‑risk defects off LOLER reports and uses repeat LOLER findings to expose gaps in the maintenance regime or upgrade plan.
For a Head of Compliance, Building Safety Manager or asset manager, the safest position is straightforward: servicing shows that you have taken reasonable steps under PUWER, and LOLER shows that you have met your periodic examination duty. All Services 4U can separate those two streams operationally—maintenance on one track, LOLER on another—while still aligning them into a single lift schedule and a single digital binder so you do not have to untangle them when the questions start coming.
A competent person for LOLER is someone with enough lift‑specific knowledge, experience and authority to spot dangerous defects, judge their seriousness and state what must happen next. In practice, that means an individual or inspection body that understands passenger, goods and platform lifts, keeps current with LOLER 1998, PUWER 1998 and BS EN 81 series, and is trusted to recommend restricting or stopping use when safety demands it. They must also be independent enough from day‑to‑day lift maintenance that commercial pressure does not soften their judgement.
If you are the accountable person or Head of Compliance, this appointment is likely to be examined closely after a serious incident. Saying “we used the cheapest option, they also did the maintenance, and they never raised a serious defect” is not a position you want to be in with the Building Safety Regulator, an HSE inspector, a lender or your own non‑executives.
You should treat the competent‑person appointment as a governance decision, not just a procurement tick‑box. Before you confirm the appointment, ask for:
If the same organisation maintains and examines your lifts, you should also ask how independence is protected in practice: who the competent person reports to, how “out of service” decisions are made, and how those decisions are shared with you as dutyholder. Many operators prefer to use an independent inspection body for LOLER and keep maintenance with a separate contractor because that split is easier to defend to insurers, auditors and tribunals.
All Services 4U can either plug into your existing inspection body or help you select one, then structure your lift compliance binder so every LOLER report is tied back to a named competent person, with proof that they were the right person to make that call.
A good multi‑site lift PPM schedule starts with a clean asset register and ends with six‑monthly LOLER dates that never creep past you. You catalogue each lift with a unique ID, building, core, duty (passenger, goods, platform), usage profile and last thorough examination date. From there, you set LOLER intervals (typically six‑monthly for passenger lifts; sometimes annually for certain goods‑only or low‑risk platforms under a written scheme) and align them with servicing visits and access constraints.
The aim is a calendar where LOLER examinations, routine servicing and planned remedials are coordinated by site and by risk, so you are not firefighting expired LOLER certificates, stacked‑up red defects or resident complaints about “out of order” notices. For a Building Safety Manager or FM, that calendar is evidence: it shows that you had a plan, rather than a pile of ad‑hoc emails and late bookings.
“We’ll book it when we remember” inevitably turns into missed LOLER dates and awkward conversations. A robust schedule does more than list six‑monthly examination dates. It defines visit scopes (what is covered in a 6‑monthly LOLER examination, what sits in an annual deep service, what interim checks are required under PUWER), flags high‑risk lifts such as evacuation or fire‑fighting lifts, and highlights anything drifting towards being “LOLER out of date”.
When All Services 4U designs multi‑site lift maintenance and examination schedules, we build them around your estate: usage patterns, HRB status, resident profiles, engineer travel time, site rules and Section 20 constraints. We then wire the calendar into your CAFM or our workflow so you see early warnings when a passenger lift is 30 days away from a missed LOLER examination instead of discovering gaps after the due date.
If you want your board and your broker to think of you as the person who never gets caught out by expired LOLER certificates or unplanned lift outages, handing the scheduling and tracking piece to a team that lives in this detail every day is an easy way to move from reactive to controlled.
A strong LOLER report tells you, in straightforward language, which lift was examined, when, by whom, to which scope, what was found and what must happen next. At minimum, a LOLER report should:
Alongside individual reports, you need a simple defects register that shows who owns each action, when it is due, what has been done and what evidence you hold. For a Head of Compliance, insurer, lender or legal advisor, that joined‑up view is the difference between “we think it is fine” and “here is the evidence covering the last three examination cycles”.
Service folders are useful, but on their own they rarely satisfy a serious audit, claim review or tribunal. Decision‑makers want to see the trail joined up: LOLER examination → defect → remedial work → re‑inspection or sign‑off. That means your digital binder for each lift should link:
All Services 4U designs reporting and tracking so you can drop it into your existing CAFM or document system and assemble a lift compliance binder without rewriting anything. When someone asks for proof that a particular lift was safe to run, you can produce a coherent evidence pack quickly instead of launching an internal search across email, shared drives and contractor portals.
If you want to be seen as the person whose binders stay intact under scrutiny, investing in that evidence structure now is far easier than trying to explain gaps after a near‑miss or incident.
You should act on LOLER lift defects in line with the timescales set by the competent person and be able to show how you did it. Defects that create an immediate or imminent risk normally require the lift to be taken out of service until you have controls or repairs in place; lower‑risk faults carry deadlines in days, weeks or months depending on how quickly they could escalate. LOLER and HSE guidance expect you to take those time limits seriously unless you can demonstrate an equivalent control.
Where dutyholders get into trouble is rarely the technical fix itself—it is the tracking. A “rectify within three months” defect that slips quietly to 18 months with no clear owner and no evidence is exactly the kind of item that will be highlighted after an incident, especially in a high‑rise or high‑profile building.
At a minimum, your LOLER defect log should capture, per item:
For a Building Safety Manager, Head of Compliance, asset manager or insurer, a single view across those defects is invaluable. It shows which lifts drive the most remedial work, where patterns keep repeating, and which sites or contractors tend to let actions drift. It also means you can respond clearly to residents, boards or brokers: “this was the defect, this is who owned it, this is what we did and when.”
All Services 4U routinely takes LOLER output and drops it into structured remedial workflows—by lift, by risk band, by deadline—so you are not relying on spreadsheets and individual inboxes. That kind of discipline is how you build a reputation as the person who always has an honest, current answer on lift defects, even when something unexpected happens.
The most effective digital LOLER compliance binder mirrors how you actually run lifts, not how each contractor chooses to send paperwork. A simple pattern that scales well is:
Every new LOLER examination report or service record is filed under that lift, using consistent names and dates. If your CAFM or document system allows, you attach LOLER certificates, service sheets and photos directly to the lift asset and to the job that generated them. When you need to produce a pack for an insurer, lender, tribunal, resident or internal audit, the storey for each lift is already assembled.
For an RTM director, accountable person or Finance Director, a digital lift binder is more than filing—it is your day‑to‑day defence. It connects your duties under LOLER 1998, PUWER 1998 and Building Regulations to time‑stamped, asset‑level evidence that can be shared quickly with anyone who needs assurance.
Once the structure is in place, light automation keeps the system moving without constant manual effort. Typical examples include:
All Services 4U’s job schemas, photo standards and reports are designed to drop into that kind of binder so your people spend time making decisions, not chasing attachments. For multi‑site FMs, housing providers or institutional investors, we can also operate the binder on your behalf: ingesting lift data, indexing LOLER reports, maintaining defect logs and preparing export packs within your CAFM or ours.
If you want to be recognised as the person stakeholders trust with “show me the lift storey” requests—whether that’s a resident asking about their block, a broker testing your controls, or a valuer scanning for comfort before sign‑off—putting a digital LOLER binder in place and letting a specialist manage the moving parts is one of the most leveraged shifts you can make.