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Client Transition Plans

Our specialist team helps organisations build robust, actionable transition plans that align with business objectives and market best practices.

How Lloyds can support with your transition plan

 
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Specialist planning team

The Climate and Transition Strategy team are subject-matter experts in carbon accounting, decarbonisation, adaptation and resilience, and the Just Transition. Over the past three years, the team has reviewed over 250 client transition plans. This has built a deep understanding of what an impactful and realistic transition plan looks like.

 
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Insights to inform strategy

The team provides a range of services in support of transition planning, including:

  • Transition plan strategy reviews
  • Gap analysis for climate-related disclosures
  • Peer benchmarking
  • Updates on new or evolving market standards
  • Sustainable finance solutions that support transition plan objectives.

Specialist planning team

The Climate and Transition Strategy team are subject-matter experts in carbon accounting, decarbonisation, adaptation and resilience, and the Just Transition. Over the past three years, the team has reviewed over 250 client transition plans. This has built a deep understanding of what an impactful and realistic transition plan looks like.

Insights to inform strategy

The team provides a range of services in support of transition planning, including:

  • Transition plan strategy reviews
  • Gap analysis for climate-related disclosures
  • Peer benchmarking
  • Updates on new or evolving market standards
  • Sustainable finance solutions that support transition plan objectives.

How do Lloyds assess CTPs?

Lloyds has developed a Client Transition Plan (CTP) assessment methodology in line with the three core principles of the Transition Plan Taskforce’s gold standard guidance, now reflected in the International Financial Reporting Standards (IFRS) Foundation sustainability standards.

Ambition

A transitioning entity demonstrates credible ambition through clear, science-aligned mid- and long-term emissions reductions targets that are appropriate for its sector and region.

Action

A transitioning entity demonstrates that concrete actions are already underway with evidence of capital allocation plans in line with mid- and long-term emissions reductions targets.

Accountability

Transition plans are fully integrated into governance processes and reporting, providing transparency over decision-making, responsibilities and performance against targets.

The methodology is updated annually to reflect market best practices and changes in market standards or guidance, such as the Transition Finance Council’s draft Guidelines, the Loan Markets Association (LMA) Transition Loan Principles, and International Capital Markets Association (ICMA) Climate Transition Bond Guidelines.

Recognising that the transition to a low-carbon economy has implications for people and places, the assessment also considers approaches to nature impact and dependencies, climate adaptation and resilience, and a Just Transition.

Speak to a specialist to get started

Our specialist Climate and Transition Strategy team provides clients with hands-on support, insights and thought leadership around integration of transition planning into strategic and financial plans. Transition plans will play a crucial role for corporates as they navigate the costs and opportunities of low carbon, climate resilient and inclusive business model transformation.

Sophie Dejonckheere Interim Head of Climate and Transition Strategy, Lloyds Corporate & Institutional

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Our specialist Climate and Transition Strategy team provides clients with hands-on support, insights and thought leadership around integration of transition planning into strategic and financial plans. Transition plans will play a crucial role for corporates as they navigate the costs and opportunities of low carbon, climate resilient and inclusive business model transformation.

Sophie Dejonckheere Interim Head of Climate and Transition Strategy, Lloyds Corporate & Institutional

Lloyds has provided great assistance with regards to our Better with Bellway sustainability strategy, from supporting our NextGeneration submission (a housebuilding sustainability benchmark) to reviewing our draft climate transition plan, we can rely on Lloyds to provide high quality advice.

Simon Park Head of Sustainability, Bellway

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