We need mortgage intermediaries to be familiar with – and comfortable talking to clients about – green home retrofit technologies, the financing options available, and the regulatory landscape that sits around it all. We also want to help broker firms understand the value of green mortgage advice and how to incorporate it into their wider service proposition, alongside ways in which firms can reduce their carbon footprints.
We need lenders, brokers, technology providers, trade bodies and education providers to work together, communicate a consensus view and put individual reputational and commercial interests aside in the name of the common good. We will also seek to map the stakeholder landscape to foster better cross-sector collaboration, including organisations in and outside of the mortgage sector, subject matter experts, think tanks, quasi-government bodies and other stakeholder groups.
We need to speak with a unified voice on behalf of the industry to ensure swift action in priority areas. We need the government to foster a supportive policy environment and give clarity on key areas such as the rules for Buy to Let landlords, the future of the EPC rating system and the expectations to be placed on mortgage lenders. We also need buy in from regulators and a clear FCA policy position on ESG for the mortgage market and green home finance provision.
We need to steer industry towards impact and authenticity in its approach to product and service proposition design, and away from greenwashing and the ‘weaponisation’ of green in a way that cuts across our collaborative ethos. We need to gain a deeper understanding of consumer motivations beyond cost savings, which may include self-sufficiency, social status and energy security. This will help us to create narratives that inspire positive behaviour change and cut across some of the more politically charged aspects of the climate debate.
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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