Client Transition Plan – Reporting vs. Reality

Discover how corporates and investors are actively shaping their transition plan to work towards net zero goals.

Watch time: 66 mins  Added: 18/03/26

In Practice: Video Podcast Series

As part of the Reporting vs Reality campaign, In Practice: presents Luke Nicholls, your series host and edie’s publisher, who sits down with industry leaders across business, academia, policy, and investment to discuss the real-world implications and transformative power of client transition plans.

 

In Practice: Introducing Client Transition Plans (CTPs)

 

In conversation with… Kate Levick, Secretariat Co-Head, Transition Plan Taskforce and Jonas Persson, Managing Director, Head of Sustainability & Client Advisory, Lloyds Corporate & Institutional, who explore how CTPs are essential for organisations to align with global sustainability goals, navigate risks, and capitalise on emerging opportunities.

Watch Episode 1
Video thumbnail - A discussion around the role of CTPs in creating a Just Transition

In Practice: The Role of CTPs in Creating a Just Transition


In conversation with… Nick Robins, Executive Director, Just Transition Finance Lab, London School of Economics and Chinyelu Oranefo, Director, Sustainability & Client Advisory, Lloyds Corporate & Institutional, who delve into the social dimensions of the transition, including workforce impacts and community engagement, the need for transparency and accountability, and much more. 

Watch Episode 2
Video thumbnail - In Practice: Investor perspectives on CTPs

In Practice: Investor Perspectives on CTPs

 

In conversation with… Jane Goodland, Group Head of Sustainability, LSEG (London Stock Exchange Group) and Jonas Persson, Managing Director, Head of Sustainability & Client Advisory, Lloyds Corporate & Institutional, who highlight the importance of ambitious transition plans in attracting investment and maintaining corporate reputation.

Watch Episode 3
Video thumnbail - 5 Steps to Implement a CTP

In Practice: 5 Steps to Implement a CTP

 

In conversation with… Joy Newton, Director, Climate and Sustainability Strategy, Lloyds Corporate & Institutional, who provides practical insights and guidance for organisations developing their CTP, anchored around the Transition Plan Taskforce (TPT) framework of Ambition, Action and Accountability introduced in episode 1.

Watch Episode 4
Video thumbnail - In Practice CTPs as a Pathway to Net Zero

In Practice: CTPs as a Pathway to Net Zero

 

In conversation with… Pietro Rocco, Head of Sustainable Finance, The Carbon Trust and Khadija Ali, Group Director, Sustainability and Responsible Business, Lloyds Banking Group who discuss the strategic importance of CTPs in driving innovation and competitiveness, ensuring that organisations not only survive but thrive in a low-carbon economy.

Watch Episode 5

Reporting vs Reality

Lloyds surveyed 100 sustainability leaders and 100 institutional investors to understand the practical implications of developing a transition plan and the role it plays in driving action for both corporates and investors.

Key findings:

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Corporates focus on setting realistic goals

More than half (53%) of corporates believe there is a need to be realistic about what they can deliver, while 47% described not wanting to go too far and fail.

Being realistic (PDF, 2MB)

Yet ambition is considered a key pillar

More than two-thirds (68%) of investors emphasised the importance of an organisation's transition plan in their decision-making process.

Ambition & credibility (PDF, 2MB)

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Investors are calling for greater transparency

More than two-thirds (69%) of investors said they have called for greater transparency from corporates when measuring ambition and progress.

The investor lens (PDF, 2MB)

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