Senate

The Green Mortgage Summit 2024

Venue

15Hatfields

London, England, SE1 8DJ, United Kingdom

15Hatfields

Registration and networking in the demonstration room

09.45 – 09.50

Welcome address - Ryan Jude, programme director, Green Finance Institute

09.50 – 10.15

Opening keynote presentation: the big picture – post-election housing dynamics in 2024 and beyond

The impact of Labour Government policy change on housing initiatives and regulations
Collaboration between government and the financial services industry to produce finance that works for the entire value chain
Partnerships and collaboration to ensure the UK is a hub for green finance

Andrew Wilson, director of communications, marketing and responsible banking, Santander UK

10.15 – 10.40

Gaining green ground – consumer sentiment and the evolution of the green agenda

What progress have we made with regards to domestic retrofit? Are consumers engaged?
What can both lenders and consumers do to help scale up the market?
Social mobility and inclusivity: green mortgages and barriers to uptake

Tim Lord, head of climate change, HSBC UK

10.40 – 11.15

Green grass of home – green mortgage lending and lender/consumer benefits

Explore capital requirements for green finance to the benefit of both lenders and consumers
Outline the business case for offering green mortgages: access to a growing market and enhanced CSR
What potential additional benefits can be provided by lenders alongside green mortgage products to raise competitiveness?
Creating an industry-wide knowledge hub for lender advice on green mortgages – what’s possible?

Michael Davey, group head of sustainability, OSB Group
Richard Merrett, managing director, Alexander Hall Associates
Moderated by: Chloe Timperley, green mortgage campaign lead, Green Finance Institute

11:15 - 11:45

Networking coffee break in the demonstration room

11.45 – 12.30

Lightning talk series: a step-by-step guide to the retrofit process

This lightning talk series will guide advisers and lenders through the retrofitting process. Through each of the 4 presentations, delegates will gain an understanding of the energy audit process, available quality assurance and EPC training, funding mechanisms for the delivery of retrofit and the many resources that you can use to be able to inform and assist clients through the retrofitting and financing journey.

Mitigating risks in green lending – data driven assurance from TrustMark

Avinash Rajan, proposition director, TrustMark

Training and certification in retrofit – why competence is key

Andrew Parkin, technical development director, Elmhurst Energy

Retrofit delivery in the UK – opportunities for finance

Rachael Owens, co-director, National Retrofit Hub

12.30 – 12.55

Shape the dialogue: post-lightning talk collaborative Q&A

This interactive session offers delegates an opportunity to come together, reflect on the session they have just heard, and collectively submit questions to our speakers which will be put forward to them via Sildo so they can be answered in real time in the subsequent Q&A.

Moderated by: Ryan Jude, programme director, Green Finance Institute

12.55 – 13.15

Consumer protection and the scope of responsibility

Clarity on advice parameters: who recommends retrofit and who is liable in the event of an error?
How can brokers protect customers from risks associated with green technologies as well as advise them on the best solutions?
Galvanising lenders and advisers to be more proactive in leading on the design of the consumer journey

Robert Sinclair, chief executive, AMI

13:15 - 14:15

Networking lunch in the demonstration room

14.15 – 14.50

The role of the adviser in green considerations for new and existing homeowners

How can advisers best educate consumers about the financial and environmental benefits of green mortgages?
Creating an industry standard and the potential for green mortgage qualifications for advisers
Awareness of what green mortgage products are available and how tailored broker training could benefit both the adviser and consumer

Matt Coulson, founder, Heron Financial
Karina Gerdes, group head of sustainability, Mortgage Advice Bureau
John Somerville, director of financial services, The London Institute of Banking & Finance
Moderated by: Chloe Timperley, green mortgage campaign lead, Green Finance Institute

14.50 – 15.20

Educating the end consumer – clarity and consistency

Strategies for raising awareness of green products, educating homeowners and empowering consumers to embrace sustainability in their homes
What is Net Zero for a home? Retrofit hubs and one-stop shops to support the consumer journey
Building trust in green technologies: where can consumers go for advice?
New build, self-build and the future homes standard 2025

Bean Beanland, director for growth & external affairs, Heat Pump Federation
Emma Fletcher, low carbon homes director, Octopus Energy
Adrian MacDiarmid, head of mortgage lender relations, Barratt Redrow
Moderated by: Ryan Jude, programme director, Green Finance Insitute

15.20 – 15.40

Review, reflect, report – what’s next?

In this final collaborative session, you will reflect on what you have learnt and chart the path forward for the industry’s green agenda. You will gather to discuss and consolidate key takeaways, sharing your learning and identify the steps needed to further the growth and resilience of the sector. We will then collate your reflections and share these with you following on from the event.

15.40 – 15.50

Closing remarks - Chloe Timperley, green mortgage campaign lead, Green Finance Institute

15:50

Close of conference

Delegates

Speakers

The Green Mortgage Summit 2024 programme - PDF

Contacts

For event queries

Victoria Bailiss

Head of events

For content queries

Jack Wride

Senior conference producer