Deliver bi-monthly green CPD webinars for intermediaries, featuring subject matter experts, panel debates, etc
Clarify green education landscape – e.g. a qualifications directory; links to free resources…
Discussion: How do we combat ‘competence greenwashing?’
Set up adviser focus group to gain feedback on past webinars and ideas/suggestions for upcoming ones
Build on the broker handbook and break down into bitesize chunks – factsheet series?
Develop support materials for intermediaries to aid consumer education (e.g. signposting directory)
Make the greenmortgageadvice.uk website and social channels into the go-to resource for mortgage advisers and other mortgage professionals on green and manage a steady pipeline of new content
Encourage intermediary firms to embed green mortgage advice training
Boost website traffic / engagement and grow LinkedIn following; with regular posting and an actively engaged audience (likes, comments, shares)
Conduct adviser surveys and gather case studies to track awareness and ‘on the ground’ activity
Build the reputation of GMAI in the trade press, and ensure the FCA and other stakeholders continue to signpost to GMAI as a trusted source of information and insight
Map the stakeholder landscape – build a network of subject matter experts, organisations, firms and initiatives to feed into GMAI CPD webinars and other content
Create a calendar of key green home retrofit and financing events, conferences and networking opportunities
Foster cross-sector collaboration and exchange insights with stakeholders operating in other industries connected to the green home retrofit and financing journey
Put GMAI ‘on the map’ outside the financial services sector – raise awareness of how the mortgage industry operates and the role played by intermediaries (e.g. via talks, presentations, press coverage, etc.)
Become experts at telling the GMAI ‘story’ – e.g. 1 page explainer; presentations bank, ‘why I got involved’ videos
Open up industry discussions around how the ‘green mortgage advice journey’ should look – and how this fits with existing regulatory frameworks (blogs, interviews, podcasts, press articles, etc.)
Build a consensus around how ‘green mortgages’ should be defined, how these meet different consumer needs, and encourage consistent application
Use surveys / discussion papers / feedback forms to gauge industry views on green advice processes, policy implementation (e.g. anti-greenwashing) and best practice
Feed into AMI ‘house view’ on green and ESG policy for use in consultations / discussions with FCA, DESNZ roundtables and cross-trade body work
Collate policy and guidance from FCA, government and other official bodies, and track forthcoming regulatory initiatives (ESG credit ratings, ISSB standards, open government/FCA consultations, etc.)
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