Issuu

Our member survey results are in….

Rated: 8.5/10 by our members for quality and overall value*

Of Members would recommend Elmhurst Energy for EPC or Retrofit Accreditation.* 93%

Of those who trained with us would recommend Elmhurst Energy as a quality training provider.* 95%

Elmhurst are leading the way with unparalleled support, accreditation and training - giving you the tools you need to be the best in the business.

Truly Independent: We’re all about you! We don’t offer services that compete with our members.

Problems Resolved in No Time: Our support teams are the largest of their kind in the industry, with our team of experts being just a call or email away.

Face Audits with Confidence: Audits? No worries! We’ve got all the guidance and resources to ensure you face any audit informed and with confidence.

Free tools to boost your Business: Whether it’s free marketing material, CPD or business guides we’re here to support you and your business every step of the way.

Increased Exposure: Our “Find an Assessor” directory receives thousands of searches every month! We signpost landlords, local authorities homeowners and lenders towards this directory, generating you more business.

Industry-leading Training: Whether it’s CPD for your yearly requirements or Qualification training for a new part of the industry, Elmhurst has got you covered! With over 30 years experience, we are perfectly placed to deliver the best quality training on offer.

*Based on member survey of 1,331 Elmhurst Energy Accredited Members in March 2025

Welcome to the latest edition of Energy Matters magazine.

I hope you’re keeping well and enjoying the warmer Springtime weather!

In this issue, we continue to shine a light on the critical issues surrounding energy efficiency, sustainability, and the innovations that are shaping our future. This edition comes on the heels of a successful National Conference in Leicester, where industry leaders, experts, and stakeholders came together to discuss the challenges and opportunities in the energy efficiency and retrofit sector. We are now looking ahead with anticipation to our Scottish Conference in Glasgow, where the conversation will continue and new ideas will be explored.

As we move forward, there are significant changes on the horizon that will impact how we approach energy assessments and efficiency measures. The upcoming RdSAP10 and Future Homes Standard are set to reshape the landscape, and we remain committed to guiding our members through these transitions. It’s also encouraging to see the government’s clarification on MEES for domestic properties, though we eagerly await the developments regarding non-domestic MEES.

Ventilation is increasingly recognised as a key factor in improving energy efficiency. It’s clear that it works hand-in-hand with fabric improvements to create buildings that are not only more energyefficient but also healthier and more comfortable. We are especially proud to see our Elmhurst Airtightness Scheme members stepping up to the challenge by conducting more tests on both new builds and existing homes, helping to ensure that homes are airtight and energyefficient.

The transition to PAS 2035 remains one of the most important steps our industry will take, and we continue to be at the forefront of supporting our members through this significant change. Along with this, the EPC Action Plan Consultation provides a roadmap for improving energy assessments in the future, ensuring higher quality and more reliable results for building owners and occupiers alike.

In an industry that is frequently in the news, some voices remain critical of certain energy efficiency measures or assessments. Now, more than ever, it’s essential to do the right thing, to rely on quality evidence, and to stay within your competencies. Elmhurst remains steadfast in its commitment to supporting its members with high standards, empowering them to make well-informed decisions that ultimately lead to better outcomes

for both buildings and the people who live and work in them.

Thank you for your continued support as we lead the way in the energy efficiency sector. Together, we will continue to navigate these changes and strive for excellence, ensuring that energy efficiency remains at the centre of our efforts for a more sustainable future. As always, I hope you enjoy the variety of articles included in this issue and do let us know if you have any feedback.

Warm Regards,

Stuart Fairlie, Managing Director, Elmhurst Energy

Elmhurst Energy, 16 St Johns Business Park, Lutterworth, LE17 4HB 01455 883 250

enquiries@elmhurstenergy.co.uk www.elmhurstenergy.co.uk

ElmhurstEnergy

Elmhurst-Energy-Systems-Limited

Stuart Fairlie Managing Director, Elmhurst Energy

Energy Savings Opportunity Scheme (ESOS) extended to Phase 5

In the most recent ESOS Newsletter (Issue 33), the government confirmed that ESOS will be extended for a fifth phase.

What is the Energy Savings Opportunity Scheme (ESOS)?

The Energy Savings Opportunity Scheme (ESOS) is a mandatory energy assessment initiative introduced by the UK government to promote energy efficiency among larger organisations.

Under this scheme, organisations with 250 or more employees, or those meeting specific turnover or balance sheet criteria, must undergo an energy usage assessment/audit every four years. This audit includes recommendations for energy-saving measures and is typically completed by a qualified ESOS Lead Assessor.

What Phase are we currently in?

We are currently in Phase 4 of ESOS, where the compliance period started on 6th December 2023 and the qualification date is the 31st December 2026. If a business qualifies for ESOS within this timeframe, they must ensure

they meet the ESOS requirements, including conducting energy audits and reporting on energy usage. The compliance deadline for Phase 4 is 5th December 2027, by which time any companies qualifying for ESOS within Phase 4, must have submitted their energy audits and compliance notifications.

An ESOS Lead Assessor helps companies ensure they comply with ESOS by completing their energy assessments and audits. They also offer tailored advice on how a business can reduce their energy bills, producing reports and analysis which are presented to the company.

Why has ESOS been extended to Phase 5 and what opportunities does this offer?

The Energy Savings Opportunity Scheme (ESOS) has been extended to Phase 5, spanning from 2027 to 2031, incorporating mandatory Net Zero considerations into audits. Initially set for Phase 4, these requirements were deferred to give organisations more time to prepare. This extension offers exciting

opportunities for current ESOS Lead Assessors and those looking to upskill as more companies may become eligible under the scheme, and currently eligible companies must ensure continued compliance, creating a larger pool of work. Non-domestic energy professionals (NDEAs and DEC Assessors) can upskill and benefit from additional work opportunities. ESOS Lead Assessors often conduct audits for large companies, offering increased earning potential.

Become an ESOS Lead Assessor

Train to become a qualified ESOS Lead Assessor with Elmhurst’s comprehensive, classroom based course.

Scan Me

https://www.elmhurstenergy. co.uk/esos-lead-assessortraining/

John Robinson, Non-Domestic Scheme Manager

EPC C by 2030: Government Consults on Big Changes for Private Rented Sector

The Government has delivered on its September announcement by releasing a consultation on proposed changes to Minimum Energy Efficiency Standards (MEES) for private rented homes in England and Wales, as part of its Warm Homes Plan to upgrade 5 million homes. The key proposal is to raise the minimum energy efficiency standards from EPC rating E to C by 2030. This change is expected to uplift 52% of private rented homes to the new standard and save tenants an average of £240 per year on energy bills.

Why is an Uplift to MEES required?

Current MEES standards prevent landlords of properties with an EPC rating of F or G from granting tenancies to new or existing tenants, as well as from continuing to let such properties, without a valid exemption. An uplift to MEES is required to address high fuel poverty rates in the private rented sector, where 24% of households are fuel poor, representing about 1.1 million

properties, which is twice the number of social housing properties deemed to be in the same condition. Improving energy efficiency will reduce heating needs and energy bills, enhancing tenant living conditions. Additionally, residential buildings contributed 20% of the UK’s carbon emissions in 2022, and the Climate Change Committee (CCC) has stated that decarbonizing housing is essential to meet net-zero targets.

What is being proposed?

Consultation Status: Open for responses until 2nd May 2025.

A ‘Phased’ Timeline

The consultation proposes a phased approach to new standards, similar to what we saw when the original EPC standards were introduced to the private rented sector. This would see the requirement for ‘new tenancies’ to meet the higher standard from 2028, and ‘all tenancies’ to meet the higher standard by 2030.

Using new EPC Metrics

The government’s January consultation proposes reforms to EPCs, including new metrics to provide a more comprehensive representation of building energy performance. The government’s preferred approach to MEES is to require landlords to prioritise meeting a standard set against a fabric performance metric (the thermal performance of a building’s envelope), which the government believes is likely to require similar improvement measures as meeting an EPC C on current EPCs. Following this landlords would then need to meet a secondary standard set against either the proposed heating system metric or the smart readiness metric. This could be determined by the landlord who would decide what is best for their property.

Increase of Cost Cap to £15,000

The government is proposing a big increase to the cost cap, from the current £3,500, to £15,000 per property. This means that the

maximum amount landlords are required to invest in the property overall, to meet both the fabric performance standard, and either the smart readiness or heating system standard would by £15,000. Landlords will still be able to register an exemption if the cost to improve their property would take them over the £15,000 cap.

A Review of Exemptions

Existing regulations allow Landlords to register an exemption in order to remain compliant with MEES regulation, despite their property not meeting the required standards. Based on the proposal, landlords will still have the facility to do this, however, the government is asking if they are still suitable and whether

new ones should be introduced in light of the changes being proposed. The government is also considering the introduction of a new affordability exemption, given the significant increase to the cost cap, which would reduce the required investment per property to £10,000 should the £15,000 cost cap be agreed.

Increase to fines

Under the current regulations the maximum amount landlords can be fined for not complying with MEES is £5,000 per property. The government’s preferred position is that the fine level for future MEES standards is set at £30,000 per property, and per breach of the regulations.

Elmhurst’s Thoughts

Elmhurst supports the progress in raising MEES standards and emphasises the need for long-term commitment to ensure confidence for both tenants and landlords. This will encourage landlords to invest where necessary, with appropriate support and funding mechanisms, ensuring tenants can live in warmer, more energy-efficient homes which are cheaper to run. The Government’s approach to a heightened MEES is interesting and could cause potential confusion for landlords where they plan to make use of the fabric performance metric as well as a secondary metric, given they are accustomed to using the EPC’s Energy Efficiency Rating under current regulations. With EPC reforms still under consultation, these metrics may change. Elmhurst strongly recommends that the government also progress MEES in the non-domestic sector to ensure all rented buildings become more energy efficient. Elmhurst are currently reviewing the consultation in full and will share a response with members in due course.

Further Information

The consultation closes on Friday 2nd May 2025. To view the full consultation, please use the following link: https://www.gov.uk/ government/consultations/ improving-the-energyperformance-of-privatelyrented-homes-2025-update

Caroline Postles, Existing Dwelling Technical Team Leader

Scan Me

TO LET

EPC Reform Across the UK: Where Are We Now?

The Energy Performance Certificate (EPC) was introduced in 2007 as part of the EU’s Energy Performance of Buildings Directive (EPBD), a year that also saw the release of the first iPhone, Facebook’s global expansion, and the airing of The Sopranos’ final season. While there has been minor updates and adjustments over the years, the core format and purpose of the EPC have remained largely unchanged for nearly 18 years.

However, in recent months, significant progress has been made in reforming EPCs across England, Wales, and Scotland. Meanwhile, The Northern Ireland Assembly is considering its own changes to EPC regulations.

Why is reform to EPCs needed?

Reforms to the EPC, including its requirements and the information it presents, have been under discussion for many years. Amid the ongoing energy crisis, rising fuel poverty, environmental challenges, and energy security concerns, EPCs are facing increased scrutiny and criticism. Calls for reform have intensified, with numerous industry organisations, including Elmhurst, highlighting key issues and offering recommendations to ensure EPCs remain fit for purpose.

Reforms to the EPC aim to make the document more effective in providing clear, actionable information about a building and how to improve it, helping to lower fuel bills and reduce carbon emissions.

EPCs in England and Wales

Status: Consultation Responses under Review.

In December, the Government launched a consultation titled “Reforms to the Energy Performance of Buildings Regime,” which remained open for responses until early March.

The consultation sought views on the reforms to the Energy Performance of Buildings (EPB) framework, applicable in England and Wales. In addition to proposed changes Domestic and Non-

Domestic EPCs, the consultation also looked at potential revisions to Display Energy Certificates (DECs) required for public buildings and Air Conditioning Inspection Reports (ACIRs).

Notable Changes Proposed:

New Metrics: The government proposed to introduce a number of new metrics to be displayed on EPCs- representing a move away from a single A to G rating scale (A+ to G for Non-Domestic EPCs). The new metrics proposed intend to provide a more complete representation of building energy performance.

Validity Period: A question was posed within the consultation which asked if validity period should be reduced for EPCs and DECs.

Increased Penalties for noncompliance: Proposed updates include revising penalties to better reflect the actual costs of compliance. At present, some fines may be lower than the cost of meeting regulatory requirements, making non-compliance a more attractive option.

A Redesign of ACIRs: The current Air Conditioning Inspection Report is considered to be overly complex, with the government proposing that this be simplified for system operators.

Elmhurst submitted a comprehensive response to this consultation, urging the government to prioritise Cost, Carbon, and Energy Consumption as key metrics. We also called for a significant reduction in the validity period of energy certificates, recognising that properties can change significantly over a longer period of time. Our full response is available on our website.

Next Steps

The consultation has now closed, and the government is reviewing the responses. We expect to receive the outcome in summer or autumn this year, with any resulting changes likely to be implemented in late 2026.

EPCs in Scotland

Status: Changes to EPCs announced and to be introduced in 2026.

Scotland has already announced their plans for a complete revamp of its EPCs in 2026. Following the outcome of its earlier consultation which was released to the public back in 2023.

Based on the proposed changes to EPCs in England and Wales, we could be seeing a very different looking document in Scotland, as a result of differing priorities and approaches in the two regions.

Some of the changes coming to EPCs in Scotland in 2026?

New Metrics: The EPC will introduce new metrics such as the Heat Retention Rating, which measures the fabric energy efficiency of a home, and the Heating System Rating, which evaluates the performance of heating systems based on emissions, running costs, and thermal efficiency.

Introduction of Secondary Metrics: Secondary metrics such as Emissions Ratings and Energy Indicators will be introduced to provide additional insights into a property’s energy efficiency.

Redesign of Certificates: EPCs will undergo a redesign to make the information clearer and more accessible. This includes changes to the layout and presentation of the ratings.

Validity Period Reduction: The validity period of EPCs will be reduced from 10 years to 5 years, meaning homeowners will need to update their certificates more frequently.

Expanded Ratings: The current ratings will be expanded and renamed to provide more detailed information about a property’s energy performance.

In addition to the above, the Scottish Government are also considering the introduction of more robust auditing methods which could include the introduction of ‘smart’ auditing, and

even independent onsite inspection. This has been mentioned in a recent consultation with the Scottish Government proposing to increase its ‘register/lodgement fees’ in order to fund the register and cover the cost of this type of auditing.

Next Steps

The changes to EPCs in Scotland are planned to be implemented in line with the release of the new Home Energy Model (HEM), currently planned for release in the second half of 2026. Although this timeline could change, the Scottish Government believes the implementation alongside the Home Energy Model will reduce disruption and allow key stakeholders enough time to prepare.

Stuart Fairlie, Managing Director

Navigating PAS 2035:2023: An overhaul for Whole House Retrofit

On 30th March 2025, the new PAS 2035:2023 standard came into force, with significant updates for retrofit professionals across the UK. This new standard supersedes the previous PAS 2035:2019 and introduces enhancements to the whole house retrofit process.

Key Changes in PAS 2035:2023

Elmhurst Energy’s retrofit team has reviewed the updated standard and provided a summary of the key changes. These updates are crucial for the implementation of the document, affecting both the assessment process and internal auditing. Below is a summary of the main updates to the document, this is by no means extensive, and a full copy of the updated standard can be found on the Trustmark Website.

Removal of the Risk Path

Procedure: The Risk Path procedure has been removed, with changes to various factors, including Retrofit Designer qualification requirements.

Retrofit Assessor Report: This will cover additional issues that may impact the project now and in the future.

Medium-Term Improvement Plan is now required for all properties.

Airtightness/Leakage Strategy: Updated design criteria and a required airtightness/leakage strategy where Energy Efficiency Measures (EEMs) improve the building fabric. Compliance must be proved by a test if an airtightness target is set (an airtightness target is not mandatory).

Ventilation: Ventilation has been updated in relation to Building Regulations and standards have been increased to surpass those in force for the relevant devolved nations. The adequacy of ventilation now must be assessed if there is evidence of damp or mould, or where the Energy Efficiency Measures falls into Category B or C. Upgrades must be installed based on detailed guidance within the new standard.

Ventilation: Existing EEMs have been confirmed as all EEMs installed following completion of the property and not just those being added by the retrofit work.

Retrofit Coordinator Inspections: Evidence must be collected to ensure EEMs are correctly installed. This may include an in-person or virtual site inspection. In-person inspections are required if measures connect to or penetrate another fabric EEM. An accurate record must be maintained for inspections along with photographic evidence.

Retrofit Designer: The responsibility of retrofit design now sits with a suitable and qualified Retrofit Designer not with the Retrofit Coordinator. If the Retrofit Designer finds any issues with the MediumTerm Plan or Improvement Options Evaluation, these must be updated at the end of the design process.

Added/Updated Scope, Definitions & Guidance: A number of improvements have been made to aspects such as distressed replacement of heating appliances, traditional construction definitions,

retrofit at scale and significance assessments.

What do the changes mean for industry and the consumer?

As with most changes to our industry these changes pose challenges. The addition of the medium-term plan for all projects, changes in ventilation, site inspections and changes to who can complete designs, all have additional cost implications for the process which cannot be ignored.

But how will these changes improve our industry? The changes brought forward are all aimed at increasing the quality of the process and result for the resident of the property, particularly with ventilation and the installation of the measure. Those of us in this sector who have seen the previous iterations of ECO and other such schemes, are aware of the problems encountered and even some seen recently. It’s vital we do our best to enforce compliance and results that make our housing stock more energy efficient, safe and comfortable for the residents, rather than placing profit first.

What does it mean for Retrofit Professionals?

For Assessors it’s key to understand

the importance of upskilling to the Level 3 Old & Traditional Buildings Qualification to ensure that work opportunities are not affected with respects to Traditional constructed properties as defined by PAS 2035:2023.

Coordinators must now be aware that they can no longer undertake the role as a designer unless they now meet the updated qualification criteria, as defined in the PAS. There are also additional updates to site visits which must be considered for each EEM installed, and the potential risk it poses to the property, which is likely to increase the underlying cost implication for delivery.

Elmhurst Energy has been working continuously to update it’s suite of retrofit products to ensure all members have the tools needed to comply with the new standard, including the Condition Report and templates for various stages of the Coordination process.

Transitioning to the new standard Trustmark have provided guidance on the transition to the new standard, hopefully making it as smooth as possible for retrofit professionals involved in the process. With the introduction of

the new standard, a PAS 2035:2019 assessment can no longer be uploaded to the Data Warehouse if the RdSAP Inspection date is after the 29th March 2025. You also won’t be able to lodge any PAS 2035:2019 projects where the measure handover date is after the 29th March 2025. However, amendments can still be made to PAS 2035:2019 projects as long as the above two points have been met.

Further Information

A detailed summary of the changes can be found on the Elmhurst website along with a copy of the full PAS 2035:2023 document.

Scan Me

https://www.elmhurstenergy. co.uk/pas-20352023/

Steven Marriott, Retrofit Scheme Manager

The Growing Importance of Airtightness Testing

Airtightness testing is a crucial component of energy performance assessments, playing a vital role in understanding a building’s thermal performance and its ability to prevent heat loss. Whilst airtightness testing has been an established procedure for new build homes in Building Regulations for over twenty years, the importance of determining the rate of leakage in a home is now being seen in existing homes.

What is Airtightness Testing?

Airtightness testing is the methodology used to identify the amount of air that escapes unintentionally from a building via poorly fitted windows, gaps in skirting boards or other areas. Airtightness tests may also be referred to as ‘air permeability tests’, ‘air pressure tests’ or ‘air leakage tests’.

The methodology quantifies the measured air loss as an “Air Permeability Score”. The higher the score, the more air the building is unintentionally losing, potentially leading to higher energy bills and carbon emissions. The test standard followed for both compliance and retrofit for airtightness testing is the CIBSE (Chartered Institution of Building Services Engineers) TM23. TM23 addresses the airtightness testing of both domestic and nondomestic (commercial) buildings and recognises two test methods: ‘Blower Door’ and ‘Pulse’.

Airtightness tests can only be carried out by qualified Level 1 or Level 2 air testers, who have undergone the relevant training. It is expected that any qualified professional is part of a competent persons scheme, such as the Elmhurst Airtightness Scheme (EAS). There are currently only two approved competent persons

schemes for airtightness testers in the UK; the Elmhurst Airtightness Scheme (EAS) and the Air Tightness Testing & Measurement Association (ATTMA).

Airtightness testing and RdSAP

One of the areas where RdSAP has been criticised over the years is the lack of an option to reflect the measured airtightness of a home. RdSAP currently assumes a figure of 15 m3/m2/hr @ 50 Pa regardless of the type, construction or age of home being assessed.

However, with the introduction of RdSAP 10 later this year this will change as Domestic Energy Assessors (DEAs) will have the option to enter an airtightness test result. This addition could provide homeowners and assessors with the opportunity to achieve higher and more accurate scores on a property’s Energy Performance Certificate (EPC). With recent proposals around EPC reform and MEES, reflecting the actual airtightness of a home could be vital tool in ensuring any future EPC rating targets are achieved in a cost-effective manner.

Airtightness testing and Retrofit

Air pressure testing has also been implemented in the retrofit process as part of PAS 2035:2023 where energy efficiency measures improve the buildings fabric or an airtightness testing target has been set. This follows the same methodology as described above.

Any work undertaken within the Trustmark guidance requires the tester to be a member of a competent person scheme such as the Elmhurst Airtightness Scheme. Both pre and post energy efficient measures tests must be lodged with the competent persons scheme.

Background Ventilation Testing

Background ventilation testing was introduced to the industry through retrofit. There was a need to prove that dwellings subject to retrofit improvements under PAS 2035 had adequate ventilation within the existing home so that the requirements for additional ventilation could be bypassed if not required. This was given the term ‘background ventilation’ as it referred to ventilation happening in the ‘background’ of the building in it’s current state. Ventilation is crucial for retrofit projects as improvements to the dwelling can decrease the air exchange rate which in turn can increase the risk of damp and mould.

The test method for background ventilations is The Installation Assurance Authority (IAA) ‘Background Ventilation Assessment of Existing Buildings best practice’ guidance. Preparing the property for the test includes closing trickle vents and turning off or closing any other vents or ventilation systems but not sealing them, as you would in an air pressure test. This gives an indication of the buildings worst case background ventilation. Tests can be conducted by using Pulse or Blower Door test equipment, however this does lend itself to the Pulse equipment which allows for the testing of the door undercuts in bedroom tests.

Any work undertaken within the Trustmark guidance requires the tester to also be a member of the IAA and a competent person scheme such as the Elmhurst Airtightness Scheme. Both pre and post energy efficient measures tests must be lodged with the competent persons scheme.

We spoke to Elmhurst Airtightness Scheme owner

Jennifer Hartley to get her thoughts on the growing importance of Airtightness testing and why it is a key time to expand your services in this area:

“There has never been a better time to get involved in airtightness testing with the introduction of RdSAP 10 and growth in the Retrofit sector driving demand for testers. Elmhurst offers training courses in both airtightness and background ventilation testing.”

Further Information

Find out more about Elmhurst’s Airtightness Testing Training:

https://www.elmhurstenergy. co.uk/airtightness-training/

Find out more about Elmhurst’s Background Ventilation Testing Training: https://www.elmhurstenergy. co.uk/background-ventilationtraining/

Jason Hewins, New Build Dwellings Manager & Jennifer Hartley, OCDEA Technical Consultant & Airtightness Scheme Owner

Net Zero by 2050: How Heat Loss Assessments can make a difference

As the UK works towards its ambitious 2050 net-zero targets, recent news highlights the urgent need for more heat pumps and low-carbon heating solutions. The Climate Change Committee (CCC) has emphasised that installing heat pumps in 50% of homes by 2040 will be required in order to achieve this goal. The CCC’s latest report to government calls for a significant increase in the annual rate of heat pump installations, rising from 60,000 in 2023 to almost 450,000 by 2030indicating that rapid action is needed to move away from fossil fuels to clean energy.

Heat Pump Installations in the UK

Heating in UK homes produces almost a fifth of the country’s carbon emissions. To meet the UK’s climate ambitions, the government aims to install 600,000 low-carbon heat pumps annually by 2028. However, the current rate of installation is far below this target, highlighting the need for increased efforts and investment in this area.

Yet progress here isn’t static; it is just slow. Statistics from the Heat Pump Association has shown that the number of heat pump sales are trending in the right direction, with almost 100,000 sales in 2024, up from 60,000 in 2023. Government-funded incentives have played a significant role in this uptake with government reporting that over 40,000 heat pump installations were completed last year as a result of these incentives. Moreover, the government has pledged a further £30 million towards its Boiler Upgrade Scheme which provides funding for families to get £7,500 off the cost of a heat pump.

Why

are

Heat Loss Assessments important?

If the country is to accelerate the installation of heat pumps, then it is critically important that they are also sized correctly. An incorrectly sized heat pump could result in:

Reduced Efficiency: An oversized heat pump will cycle on and off frequently (known as short cycling) which reduces its efficiency and increases wear and tear.

Higher Energy Bills: Incorrectly sized heat pumps can lead to higher energy

consumption, resulting in increased costs.

Comfort Issues: An undersized heat pump may struggle to maintain the desired temperature, while an oversized unit can cause uneven heating or cooling.

Noise Levels: Larger units tend to be louder, which can be disruptive

The above is why robust assessments and proper calculations of heat loss in properties are needed to ensure that the right heat pumps are installed to meet the specific needs of each individual property.

The building survey is a key element in the design of a heat pump system and in 2024 Elmhurst engaged with The Energy Saving Trust and MCS to explore how training and competency could be developed, for individuals to support these surveys with accurate heat load calculations, delivered in accordance with the latest industry and MCS Standards. Much of the information required for heat loss calculations is already being collected by an Energy Assessor who possesses knowledge of building structure, element and measurement, making them well placed to complete these on behalf of heat pump designers and installers and save them time when needed.

Heat Loss Assessor Training

Our Heat Loss Assessor training is built on years of expertise, backed by the development of our own BS EN 12831-1 Heat Loss Calculator, in collaboration with the Microgeneration Certification Scheme (MCS), and a deep understanding of the needs of our members.

The result? An upskilling course that’s second to none in its delivery and the value it brings to learners, upskilling Assessors with the knowledge and understanding to survey and complete heat load calculations in full compliance with BS EN 12831-1:2017, meeting the requirements outlined in The Heat Pump Design Standard (MIS 3005D) and The Biomass Installation Standard (MIS 3004).

Elmhurst accredited assessors can access our newly developed, compliant software to calculate room-by-room heat load calculations for a property. With new legislation requiring boiler upgrades to be designed with lower flow temperatures as standard, correctly sizing heating systems is particularly critical. This is especially important when transitioning from older systems to modern ones, such as moving from a gas boiler to heat pumps that operate at lower flow temperatures.

Increased radiator outputs (sizes) may be needed to meet these lower flow temperatures.

Following this, Elmhurst has launched its own Heat Loss Assessor Competency Training and Scheme to help energy professionals, and even installers, contribute to this critical area and provide trust, responsibility and governance for the Heat Pump industry.

Further Information

Find out more about Elmhurst’s Heat Loss Assessor Training and Scheme:

https://www.elmhurstenergy. co.uk/heat-loss-assessortraining/

Chris Ricketts, Head of Consultancy

Scan Me

Increasing number of UK Mortgage Lenders using EPCs in Affordability Assessments

More and more high street lenders will be factoring in energy efficiency/EPC ratings when they calculate mortgage affordability in 2025.

Energy Performance Certificates (EPCs) are required for all UK homes marketed for sale and rental and are used to demonstrate the energy efficiency of a property, using an A to G rating system, along with their average running costs. The EPC will also list a applicable recommendations for the property along with the typical savings that upgrading the property could achieve.

Those living in homes with EPC ratings of A or B will typically be spending much less to heat their property, which means they may have more disposable income. In contrast, those living in similar sized homes with an EPC rating of E, F or G are likely face higher energy bills, which could negatively impact monthly outgoings.

Lenders such as Lloyds, Halifax and Bank of Scotland are now factoring this into their affordability assessments, which are used to determine how much can be

borrowed when purchasing or remortgaging a property.

The Lloyds Bank website states the following in relation to including EPCs in affordability calculations:

“We can better reflect the impact of home energy costs, and some of the financial benefits of more energyefficient homes. You might then receive a higher loan amount if the EPC is an A or B rating. Or, you might receive a slightly lower loan amount if the rating is F or G.

This is because for houses with a lower EPC rating your energy bills are likely to be higher and so your outgoings will be higher. This will impact the size of the loan you can afford to repay.”

Green Mortgages and EPCs

The use of EPC ratings in affordability checks is not, as yet, used by all UK lenders. However, it is worth noting that some lenders are offering preferential rates or terms for homes which are more energy efficient. This is what is commonly known as a ‘Green Mortgage’.

In theory, a green mortgage is there

to incentivise home buyers to invest in a more energy efficient home, which will not only give them a monthly saving on their energy bills but will also give them a favourable interest rate.

Many high street lenders offer a green mortgage of some description, whether it be preferential interest rates, or green cashback schemes for those purchasing a property with an EPC rating of A or B.

However, an article published this month by the Money Saving Expert, has found that although green mortgages do offer slightly better rates in comparison to non-green mortgages with the same lender; when looking at the wider market this may not be the case.

The Lenders Perspective on EPCs Elmhurst spoke to Simon Jackson, CEO at SDL Surveying, to get his perspective on EPCs, how they currently factor into affordability assessments and how this is changing. As the UK’s largest independent provider of mortgage valuations, SDL Surveying work with most major lenders across the UK, offering a unique perspective on the current market:

“Lenders are beginning to get more involved and we already know lenders are including EPCs in all kinds of ways when reviewing mortgage applications. But some recent research has shown that Lenders themselves have recognised that progress has been slow. Recent research from the Mortgage Advice Bureau (MAB) found over a third (35%) feel they haven’t made enough progress on green mortgages, while 48% say they’ve made some headway but acknowledge there’s still more to do. Overall, 78% of lenders believe the green mortgage sector has barely moved in the past year.

That said, I think we’ll see a shift over the next few years, now that the formal consultation is underway to require landlords to meet an Energy Performance Certificate (EPC) rating of C by 2030. Give it a few years, and I think the picture will be very different. As Lenders are expecting to need to get their whole portfolio to an average of C, where today at best most will be averaging a D rating you can understand why there will be more incentives directed to those people who are already A - C rated.

Over the next period we are likely to see an increased range of products initially designed to attract the better rated properties but if lenders are required to reach a portfolio target they will need to invent products which can help their existing customers get there and that should increase the numbers of people looking for good quality advice and installations for improvements to their homes.”

Final Thoughts

In 2025, it’s clear more UK lenders will be using Energy Performance Certificates (EPCs) in mortgage affordability assessments, favouring energy-efficient homes with lower running costs. This shift is expected to accelerate, especially with upcoming regulations requiring landlords to achieve a minimum EPC rating of C by 2030, hopefully creating a greater demand within the EPC market for quality advice and services.

Amo Sihra, Commercial Director & Simon Jackson, CEO at SDL Surveying

The Rising Importance of EPCs: A Golden Opportunity for Energy Assessors

Energy Performance Certificates (EPCs) have come a long way since their introduction in mid2007. Initially part of the Home Information Pack, they have been the sole property report required at the start of the sale or rental process since 2011.

EPCs are now integral to various regulations, incentives, and funding mechanisms, serving as the only significant national dataset on buildings in the UK. This data is used by social housing providers, regulators, academics, and industries for analysis and strategic planning. In recent years, they have been crucial to key government regulations such as the Minimum Energy Efficiency Standards (MEES) and Boiler Upgrade Scheme (BUS). With ongoing consultations on future MEES and EPC reforms by the UK and Scottish Governments, the value of EPCs is set to rise even further.

This evolving landscape presents a unique opportunity for Energy Assessors to acquire new competencies and skills to meet the changes and demands of these developments. But additionally, it also provides a golden opportunity to reassess their fee structures, ensuring they are reflect the increasing importance and complexity of their work.

The Growing Relevance of EPCs Rightmove, the property listings company, conducts an annual research paper called the Greener Homes Report. This highlights the

growing importance of a property’s EPC rating to consumers, who were previously not entirely engaged in this area. Rightmove have been able to demonstrate that an increase in EPC rating can add thousands to the value of a property. Along with the ongoing increase in energy costs, consumers are more engaged than ever.

The renewed focus on EPCs has attracted a growing interest from both within and outside the industry, bringing additional scrutiny but also a wider understanding of our how our industry operates, it’s methodologies and complexities. In a maturing industry this is highly important but means we must be ready to shine with a quality product, high levels of customer service and the ability to communicate the value of EPCs.

Elmhurst have continuously highlighted this through our news articles in this very magazine, Almanac and our responses to recent EPC Reform Consultations in England, Wales and Scotland. A literature review coordinated by The National Retrofit Hub, highlights that industry stakeholders recognise the need for improvements to the EPC whilst supporting the wider use of them as the right tool for the job. For these reforms to be realised, Energy Assessors must provide a trustworthy product through highquality assessments and exceptional customer service.

Why Energy Assessors should

increase their fees

However, it’s clear that delivering higher quality, more accurate, and time-consuming EPCs at current fee levels is unsustainable. Elmhurst have strongly recommended that our members increase their fees now, as there are many justifications for doing so ahead of significant upcoming changes.

Enhanced value of EPCs: EPCs need to be valued more to justify fee increases and not just seen as a tick box exercise. Attitudes are changing, and some assessors are successfully explaining the need for accurate EPCs by providing advice on enhanced MEES regulations, the impact on property valuations and marketability. Agents must ensure their sale pack information does not mislead customers, and mortgage providers need confidence in the EPC rating for lending decisions and green financing.

Cost to produce: EPCs have not seen the same cost increases as other products and services in recent years. There is clear justification for a cost increase with the introduction of RdSAP 10. A bigger dataset requires more time on site hence and increase in cost.

Market Differentiation and a focus on Quality: In a competitive market, enhanced competence, higher quality

and reliability are key differentiators. Charging higher fees positions Energy Assessors as premium service providers, attracting clients who prioritise compliance and quality over cost, nurturing long-term business relationships. The increased costs to consumers of purchasing a quality product are outweighed by the costs of dealing with complaints of poor quality, unreliability and potential legal ramifications.

A perfect business case for Energy Assessors

Energy Assessors are in prime position to benefit from current Government investment in EPCs and the methodologies that underpin them, but also from the launch of new regulations creating demand for quality. Quality brings confidence and confidence equates to more trust and use of the EPC - a self-fulfilling prophecy.

The rising importance of EPCs presents a golden opportunity for Energy Assessors to reassess their fee structures and invest in additional competencies, helping their clients meet future challenges and regulatory changes. Elmhurst members have a natural advantage, as we will support you every step of the way. We will continue to invest in new competency schemes, training materials, software, and improved processes, providing you with the resources and collateral needed for you to take these new services to market.

Andrew Parkin, Technical Development Director

Market Data

At Elmhurst, we collect and analyse data from sources to help us make better business decisions.

Turning this data into a digestible form takes time and requires a detailed understanding of context. In each edition of Energy Matters, we provide you with a snapshot of this data, with a brief commentary, which we hope you find of interest and can help you prepare for the future.

Covid-19 had a major impact on the construction, housing, and energy assessment markets, which is reflected in each of the charts. Some of the data related to new build homes within the devolved authorities has not been updated since December 2020 and estimates have been used.

Amo Sihra, Commercial Director

Existing Dwellings

Existing Dwellings Volume of EPC lodgements and residential house sales on a rolling 12-month basis (by quarter).

Positive Trends in EPCs and House Sales

The graph provides a great insight into trends in EPC lodgements and house sales. A notable surge in EPC lodgements can be observed in the early years, peaking before experiencing a steady decline. However, from around 2018, EPC activity stabilised and began a gradual upward trend, reflecting a more consistent demand for energy assessments in the market.

House sales, on the other hand, show a more moderate increase over time, with fluctuations that likely correspond to broader market conditions. A noticeable rise occurs in the early 2020s, followed by a decline. Recently, there has been a noticeable upward trend in house sales.

The correlation between EPC lodgements and house sales suggests that while transactions play a significant role, other factors—such as retrofit initiatives and regulatory requirements—are also driving energy assessments.

There are many other reasons for an EPC to be completed, such as those for social housing as well as ECO4. The Local Authority Delivery Scheme and work funded by the decarbonisation fund are likely to boost demand, especially with the recent allocation of funding from the SHDF. With progress being made on key government initiatives, such as the MEES uplift to EPC C by 2030, this should continue to drive up the demand for EPCs.

New Build / On Construction

New Build / On Construction Volume of residential house starts and completions on a rolling 12-month basis (by quarter).

New Build Housing: From Decline to Recovery?

The latest data on new build housing shows a significant drop in annual starts across England, Wales, Scotland, and Northern Ireland. After a strong recovery post-pandemic, activity peaked but has since declined sharply, particularly through 2023 and into early 2024. This downturn reflects economic pressures, policy shifts, and market uncertainty. However, a slight upturn in recent months suggests early signs of recovery.

Additionally, the graph notes the importance of monitoring both starts and completions to gauge the overall health of the housing market. While starts indicate the initiation of new projects, completions reflect the successful delivery of housing units, both of which are essential for meeting housing demand.

Volume of On Construction (new build residential) EPCs in the UK issued on a rolling 12-month basis.

On Construction EPCs

The chart illustrates the trend of On Construction Energy Performance Certificates (EPCs), from 2013 to Jan 2025. The data reveals a dynamic landscape with notable fluctuations.

Starting in 2013, the number of EPCs was slightly above 150,000. Over the next few years, there was a steady

increase, reaching a peak of approximately 300,000 around mid-2020. This peak likely reflects a period of heightened construction activity and regulatory compliance.

Towards the end of the period, the trend line indicates a gradual decrease, ending just below 250,000 in January 2025. This suggests a stabilisation phase, where the number of EPCs is settling at a lower but consistent level compared to the peak years.

Overall, the chart highlights the evolving nature of the construction sector and the influence of external factors on EPCs being completed. With the recent rise in housing starts, we can anticipate a corresponding increase in EPCs and completions.

Non-Domestic

Non-Domestic/Commercial buildings property sales and commercial property EPCs in the UK on a rolling 12-month basis.

Trends in Non-Domestic EPCs and Sales

The graph illustrates the trends in Non-Domestic Energy Performance Certificates (EPCs) issued and Non-Domestic Sales over a decade, from March 2013 to March 2023.

Both metrics show fluctuations over the period, with notable peaks and troughs. The EPCs issued generally trend upwards, peaking around mid-2020, likely reflecting increased regulatory compliance and construction activity. In contrast, sales exhibit more variability, with significant peaks and declines, indicating market responsiveness to broader economic conditions.

Towards the end of the period, both lines show a stabilisation phase, suggesting a balance between regulatory requirements and market dynamics. This stabilisation may indicate a maturing market where both EPC issuance and sales are aligning with longterm trends.

Training Update

Elmhurst offers a range of training options to provide you with an engaging and impactful learning experience, tailored to meet your needs. Here is a breakdown of what’s on offer:

Classroom Training

Regular sessions held in Lutterworth, with nationwide availability.

Interact with expert tutors in person.

Hands-on, practical learning approach.

Personalised guidance and networking opportunities.

Remote Training

Flexible online learning from anywhere with an internet connection.

Live sessions with interactive features.

Engage directly with instructors and peers via Zoom and Microsoft Teams.

Demand Training

Access full qualification and CPD webinars anytime, anywhere.

Study at your own pace, to fit your schedule.

Enjoy the convenience of learning on-the-go.

Share Your Thoughts

Elmhurst always strive to provide training courses that meet your needs. Share your suggestions for CPD training courses or subjects that you wish to learn more about via the QR code.

Josh Wakeling, Head of Training

Why Use Elmhurst?

At Elmhurst, we are more than just a training provider. We ensure that you receive expert support and guidance throughout your entire journey, from the moment you enrol to well beyond the completion of your course.

But don’t just take our word for itlisten to what some of our recent course attendees had to say:

“The depth of knowledge we covered in such a short time was truly impressive—everything from PAS 2035 compliance to risk management strategies and dayto-day coordination. It was intense, but incredibly rewarding!... I can’t recommend Elmhurst Energy enough. 10/10. The level of detail and practical application is second to none!”

Sonny Collins, ABBE Level 5 Retrofit Coordinator Training

What’s Trending?

In the dynamic world of energy efficiency, retrofitting, and sustainability, staying competitive and offering additional services is key. This section is dedicated to showcasing current trends and training opportunities. Discover the latest courses designed to meet evolving industry needs, whether you’re refining expertise or starting a career. Don’t miss out on these essential training and market opportunities!

Heat Loss Assessor Training (On Demand)

A brand new on demand course suitable for Domestic Energy Assessors (DEAs), Retrofit professionals, Air Testers, Heat Pump Installers, Building Surveyors, Retrofit Installers, or anyone else interested in mastering Heat Loss Calculations. This on-demand course allows you to access and complete it at your own pace, whenever and wherever you choose. The training is built on years of expertise and a deep understanding of our members. An upskilling course that is second to none in its delivery and the value it brings to our learners.

Retrofit Coordinator Training (On Demand + Classroom/Remote)

ABBE Level 5 Qualification

Are you looking to start your journey as a Retrofit Coordinator? Our recently launched Level 5 qualification course is fully aligned with the latest PAS 2035:2023 standards. It is an industryrecognised qualification for professionals aiming to lead domestic retrofit projects and programs across the UK. This course meets the ever-changing role of a Coordinator, focusing on current issues in the industry. The comprehensive course will equip you with the skills and expertise needed to address the challenges and seize the opportunities in the retrofit sector. The on-demand content and additional practical live training takes you through software, compliance and real-life case studies to prepare you for producing a portfolio, required as part of the qualification. You will leave Elmhurst’s Retrofit Coordinator course with the confidence that you have the practical know-how to successfully manage and deliver retrofit projects from inception to completion.

Learn Anytime, Anywhere with Elmhurst’s LMS App!

Did you know you can access Elmhurst’s on demand courses on our LMS App? Using our app allows you to learn on the go, 24/7, anywhere in the world. You can download the course so its accessible offline, giving the ultimate flexibility and accessibility. Available on:

Use our handy step-by-step guide to get you started: https://www.elmhurstenergy.co.uk/app/ uploads/2025/03/How-to-Accessthe-Elmhurst-Energy-Training-App.pdf

Scan Me

ELMHURST ALMANAC 2025

A Seismic Shift for Building Energy Performance 2025 is a year of transformation in the energy efficiency and retrofit industry, as we look ahead to the launch of new standards, software and regulations. See our list of top priorities for Government and industry this year.