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Conference
The Green Mortgage Masterclass Series
Building on our growing portfolio of sustainability-focused events, The Green Mortgage Masterclass Series is a selection of webinars designed specifically for financial advisers who want to expand their knowledge and expertise in the evolving green mortgage market.
Each masterclass provides practical insights into the green finance space, equipping advisers with the knowledge, skills, and tools needed to thrive in the green mortgage market, enabling them to take a proactive role in driving sustainability and embedding the green agenda into the future of the UK mortgage sector.
Barclays Green Masterclass
17/12/2025
Overview
The sustainable homes opportunity
The session will provide an overview of how Barclays is helping customers to retrofit their homes and supporting the development of low carbon new build homes. We will cover the market opportunity, the customer investment case for home electrification, the Barclays customer proposition and key future development areas.
Timings
12:30 – 13:15
Speakers
Kieran Roberts
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Kieran Roberts
Head of sustainable finance (mortgages), Barclays
Head of sustainable finance (mortgages), Barclays
Kieran Roberts is a commercial leader with over a decade of experience in corporate strategy, new business model development, proposition development and delivery. As Head of Sustainable Finance (mortgages) at Barclays, Kieran is responsible for creating products and propositions to help customers to electrify their homes.
OSB Group Green Masterclass
27/01/2026
Overview
The reality of retrofit to C – turning green conversations into business opportunities
This session will provide:
- An overview of the recent MEES consultation and its implications for the Buy-to-Let sector
- Insight from OSB Group data and its importance in retrofit and portfolio management decision-making
- Practical tips from retrofit data experts at Cotality
- Broker guidance on adding value to the EPC C challenge for landlords
Speakers
Chay Collins
Michael Davey
Chris Newman
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Chay Collins
Group head of mortgage proposition, OSB Group
Group head of mortgage proposition, OSB Group
Chay Collins is Group Head of Mortgage Proposition at OSB Group, where he leads proposition strategy across Residential, Buy-to-Let, Bridging and Commercial lending. His focus is on designing solutions that broaden access to finance, support specialist customer needs and deliver simpler, faster experiences for brokers and borrowers.
Chay has spent more than two decades working across banking and insurance, with roles spanning product leadership, credit policy, digital transformation and customer experience. His career includes senior positions at HSBC, Santander Private Bank and leading UK specialist lenders and challenger brands, giving him a front-row seat to how the mortgage and wider financial services landscape has evolved.
He is particularly passionate about innovation and responsible growth – from improving affordability support for real people to adopting technology and data in ways that enhance fairness, transparency and customer outcomes.
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Michael Davey
Group head of sustainability, OSB Group
Group head of sustainability, OSB Group
Michael is Group Head of Sustainability at OSB Group, a FTSE 250 specialist bank that focuses on helping underserved segments of the UK mortgage market. In his role, he leads the bank’s approach to environmental, social and governance (ESG) issues and its sustainability strategy, driving the integration of sustainability into business strategy and day-to-day operations.
With over a decade of senior-level experience across financial services, retail, manufacturing, global supply chains and ethical trade, Michael brings a wide-ranging perspective on how organisations can balance commercial performance with social and environmental responsibility. His career has taken him from developing ethical sourcing programmes in international supply chains to shaping sustainability strategies within complex, regulated financial institutions.
At OSB Group, Michael has led the implementation of the bank’s ESG Sustainability Strategy, translating ambition into practical action across climate, community and culture. He is particularly interested in how sustainability and risk intersect – helping businesses understand and respond to the systemic shifts reshaping markets, regulation and customer expectations.
Michael is known for his collaborative and pragmatic approach, combining strategic insight with a deep commitment to purpose-led business. He is passionate about creating positive change through finance and believes that the most successful organisations of the future will be those that view sustainability not as a compliance issue, but as a driver of innovation, resilience and long-term value.
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Chris Newman
Director, Cotality
Director, Cotality
Chris Newman is a strategic and values-driven leader with over two decades of experience in housing decarbonisation and energy efficiency, consistently focused on accelerating the domestic transition to Net Zero. His expertise are rooted in developing and delivering nationally significant retrofit products and services for individual dwellings, housing associations and local authorities across the UK.
For 19 years, Chris co-led Parity Projects from a start-up to a successful, award-winning organisation. In this role, he was instrumental in creating sector-leading solutions that have provided a Net Zero plan for every home in the country. He forged influential partnerships with local authorities covering half of the UK’s housing stock and 120 housing providers, influencing regional and national strategies for delivery at scale.
Since the company’s acquisition, as a Director at Cotality, Chris has continued to drive innovation, bringing new products to market for the financial sector and including climate risk metrics.
Chris served as Non-Executive Director for Ecology Building Society for a decade, where he chaired the Board Lending Committee.
A personal commitment to energy performance is underscored by his award-winning deep home retrofit project, most of which he carried out himself, which achieved exceptional energy performance and was shortlisted for multiple national awards for its Net Zero results.
Lloyds Banking Group Green Masterclass
19/02/2026
Overview
Driving sustainable choices: unlocking the Green Living Reward
The Green Living Reward offers customers cashback incentives for making energy-efficient improvements to their homes when they take out an eligible mortgage. This masterclass will:
- Explain what the Green Living Reward is and who qualifies
- Detail the cashback tiers:
- Up to £2,000 for a heat pump
- Up to £1,000 for solar panels or battery storage
- Up to £500 for insulation or windows
- Explore partnerships with Energy Saving Trust, Effective Home and Octopus to support customers
- Share insights on how intermediaries can use this reward to open up new conversations and help clients overcome cost barriers to sustainability
- Highlight customer journeys, including app-based claim tracking and optional free EPC offers
Speakers
Rachel Buxton
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Rachel Buxton
Housing development manager - sustainability, Lloyds Banking Group
Housing development manager - sustainability, Lloyds Banking Group
With 27 years of dedicated service at Lloyds Banking Group, Rachel is a seasoned banking professional passionate about transforming the intermediated housing and mortgage market. Her expertise spans sustainability, residential, new build and affordable housing, where she has consistently driven success through innovative solutions and strategic stakeholder management.
Green Finance Institute Green Masterclass
16/04/2026
Overview
Title and description coming soon
Speakers
Aaron Conlon
Adam Connolly
Adrian Fardini
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Aaron Conlon
Fluent Group
Fluent Group
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Adam Connolly
L&C Mortgages
L&C Mortgages
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Adrian Fardini
Sales director, Alexander Hall Associates
Sales director, Alexander Hall Associates
Adrian has worked as a mortgage adviser at Alexander Hall since 2011, most recently being appointed the sales director. He is responsible for the day to day operations and oversight of it’s adviser base, including recruitment, training, performance and quality management. His key responsibility is to ensure the advisers have all they need to be successful, whilst driving Alexander Hall Associates to be an industry leader in areas such as diversity and inclusion, technology, customer service and advice.
Sponsors
Barclays
Website
Green Finance Institute
Website
Lloyds Banking Group
Website
OSB Group
Website
Barclays
Website
Barclays is a top five mortgage lender with an unwavering commitment to the intermediary market. It provides competitive, flexible, innovative products and actively participates in government housing schemes to offer its intermediary partners a comprehensive range of solutions to meet their clients’ evolving needs.
In addition to an established remortgage proposition, Barclays offers extensive purchase options including Green Home mortgages, new build, joint borrower sole proprietor and Family Springboard products. Through its highly competitive Reward range and easy-to-use product transfer tool, it is also a major player in the retention space, as well as incorporating an extensive buy-to-let proposition.
As a lender that is constantly striving for simplicity, Barclays’ policy changes, processes and service enhancements aim to streamline the mortgage journey. All with the ultimate goal of making it even easier for intermediary partners to conduct more business with the lender now, and in the future.
Green Finance Institute
Website
The GFI is an independent adviser to governments. It works to test, demonstrate and scale the financial solutions needed to accelerate the transition to a net-zero and nature-positive economy. The GFI has been instrumental to the growth of the green mortgage market, taking it from four products in 2019 to over 80 today, launching the Green Home Finance Principles framework, and spearheading professional education in Green Mortgages through a first-of-its-kind CPD-accredited training programme and a wealth of educational resources.
The Green Mortgage Campaign continues to work closely with industry to mobilise capital and unlock innovative and scalable green home financing solutions for the mass market.
Lloyds Banking Group
Website
Lloyds Banking Group is a leading UK-based financial services group.
It provides a wide range of banking and financial services, focused primarily on retail and commercial customers.
Its purpose is Helping Britain Prosper. It does this by creating a more sustainable and inclusive future for people and businesses, shaping finance as a force for good.
It has three strategic priorities (Grow, Focus and Change), which will enable it to deliver its vision of being the UK’s customer-focused digital leader and integrated financial services provider, capitalising on new opportunities, at scale.
OSB Group
Website
OSB Group’s proposition is delivered by our three specialist lending brands – Precise, Kent Reliance for Intermediaries and InterBay.
Precise is dedicated to helping customers with less-than-perfect credit histories or who are underserved by mainstream lenders.
Kent Reliance for Intermediaries provides handcrafted solutions to those whose complex cases may not fit high street criteria.
InterBay is an expert in delivering bespoke solutions to help brokers meet their clients’ borrowing needs.
The Group’s offering is backed up by a secure and solid retail savings model, provided by Charter Savings Bank and Kent Reliance.
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