Assura plc
Climate Impact & Sustainability Data (2020-2021, 2021-03 to 2022-03, 2022, 2023, 2023-03 to 2024-03)
Reporting Period: 2020-2021
Environmental Metrics
ESG Focus Areas
- Environmental Sustainability
- Social Impact
- Governance
Environmental Achievements
- All development completions in 2020-21 rated BREEAM Very Good or Excellent and met EPC targets of B and above.
- 100% renewably sourced energy mandated for energy purchase contract.
Social Achievements
- Launched Assura Community Fund with initial funding of £2.5 million, distributing £800,000 in the first year.
- Launched a 10-year £300 million Social Bond.
Governance Achievements
- Established a Sustainable Finance Working Group (SFWG) to oversee sustainable finance initiatives.
- Appointed ISS-ESG for external review of the Sustainable Finance Framework.
Climate Goals & Targets
- Produce the first net-zero carbon medical center in the UK by 2026, and make it standard for all developments by 2026.
- Benefit six million people through improvements and access to buildings by 2026 (SixBySix strategy).
- Achieve EPC rating of B or better across portfolio by 2026.
Environmental Challenges
- Reducing energy consumption in existing buildings.
- Achieving net-zero carbon emissions for new developments.
Mitigation Strategies
- Targeting an EPC rating of B or better across the portfolio by 2026.
- Developing plans to ensure compliance with TCFD from March 2022.
- Goal to produce the first net-zero carbon medical center in the UK by 2026, and make it standard for all developments by 2026.
Supply Chain Management
Responsible Procurement
- Working with partners, subcontractors, and suppliers to promote good environmental management.
Climate-Related Risks & Opportunities
Reporting Standards
Frameworks Used: ICMA Green Bond Principles (GBP) 2021, Social Bond Principles (SBP) 2021, Sustainability Bond Guidelines (SBG) 2021
Certifications: ISO 14001:2004, BREEAM Very Good or Excellent
Third-party Assurance: ISS-ESG (Second-Party Opinion), Independent third party (Post-issuance verification)
Reporting Period: 2021-03 to 2022-03
Environmental Metrics
ESG Focus Areas
- Social Impact
- Sustainability
- Net Zero Carbon
- Environmental Performance
- Employee Wellbeing
- Equality, Diversity & Inclusion
Environmental Achievements
- Completed LED improvement pilot project across 42 properties.
- All developments completed met BREEAM targets of “Very Good” or better.
- 42 buildings improved to EPC B through LED capital works programme.
- All electricity purchased for tenants is 100% renewably sourced.
Social Achievements
- Impacted over 694,000 people through various initiatives (SixBySix pledges).
- Distributed over £550,000 via the Assura Community Fund to over 115 health-improving projects.
- Implemented new employee wellbeing and engagement app, Yoomi.
- Joined the Social Mobility Pledge and achieved Disability Confident Committed Level 1 employer.
Governance Achievements
- Annual review of environmental policy by the Board.
- Maintains ISO 14001 Environmental Management System certification.
- Regular reporting to the Executive Committee and the Board on sustainability progress.
Climate Goals & Targets
- Net zero carbon portfolio by 2040.
- All properties to have an EPC rating of B by 2026.
- Achieve SixBySix pledges by 2026.
- 50% of portfolio at EPC B rating by March 2023.
- Complete net zero carbon audits on 50 existing buildings.
Environmental Challenges
- Improving EPC ratings across the portfolio (targeting B rating by 2026).
- Reducing energy consumed in buildings.
- Achieving net zero carbon across the portfolio by 2040.
- Improving energy data coverage across the portfolio.
Mitigation Strategies
- EPC improvement works costed into all acquisition decisions.
- Accelerating rollout of EPC improvement works.
- Rollout of Net Zero Carbon Design Guide.
- Commissioning net zero carbon audits on 50 existing buildings.
Supply Chain Management
Responsible Procurement
- Inclusion of social impact and sustainability criteria in purchase contracts.
Climate-Related Risks & Opportunities
Reporting Standards
Frameworks Used: UN Sustainable Development Goals (SDG 3 & 11), EPRA Sustainability Best Practice Recommendations
Certifications: ISO 14001
UN Sustainable Development Goals
- SDG 3: Good Health and Well-being
- SDG 11: Sustainable Cities and Communities
SixBySix pledges align with these SDGs.
Sustainable Products & Innovation
- Net Zero Carbon Design Guide
Reporting Period: 2022
Environmental Metrics
ESG Focus Areas
- Social Impact
- Sustainability
- Environmental Impact
- Net Zero
Environmental Achievements
- 42 buildings with improved energy efficiency through LED pilot project
- All electricity purchased on behalf of tenants is 100% renewably sourced
Social Achievements
- Over £550,000 distributed via the Assura Community Fund to more than 115 health-improving projects, impacting over 116,000 people
- Social Mobility pledge launched, now a Disability Confident Committed Level 1 employer
- Opportunities offered with four interns and five work experience students
Governance Achievements
- Overall responsibility for progress against SixBySix targets rests with the CEO
- Progress overseen by the Social Impact and Sustainability Steering Group, reporting to the Executive Committee and the Board
Climate Goals & Targets
- Net zero across our portfolio by 2040
- Six million people will benefit from improvements to or through our buildings by 2026
- 50% of portfolio with EPC rating of B or better by March 2023
- Distribute a further £550,000 through the third year of the grant programme
Environmental Challenges
- Lack of energy data access for a portion of the portfolio
- Need to accelerate the rollout of EPC improvement works
Mitigation Strategies
- Improving the proportion of the portfolio with access to energy data
- Accelerating rollout of EPC improvement works, targeting 50% EPC B or better by March 2023
Supply Chain Management
Responsible Procurement
- Inclusion of social impact and sustainability criteria into scoring matrix for LED pilot projects
Climate-Related Risks & Opportunities
Reporting Standards
Frameworks Used: UN Sustainable Development Goals
Reporting Period: 2023
Environmental Metrics
ESG Focus Areas
- Net Zero Carbon
- Social Impact
- Sustainability
- Community Engagement
- Employee Wellbeing
- Supply Chain Sustainability
- Equality, Diversity & Inclusion
Environmental Achievements
- Moved on site with first net zero carbon development at Fareham
- All completed developments achieved BREEAM targets of “Very Good” or better
- Improved EPC rating of 25 buildings to B, with 53% of portfolio now rated B or better
- Collected energy data on 55% of portfolio and completed net zero carbon audits on 15%
- Launched Net Zero Carbon Pathway with Paris-Proof energy reduction targets
- All electricity purchased on behalf of tenants is 100% renewably sourced
Social Achievements
- Assura Community Fund distributed over £469,000 to 74 projects
- Developed bespoke social impact plans for seven on-site developments
- Implemented sustainability and social impact criteria into partner selection for development supply chain
- Launched Designing for Everyone toolkit to improve building accessibility for people with disabilities
- Over 500 hours of employee volunteering completed
Governance Achievements
- ESG policy reviewed annually by the Board
- Maintains ISO 14001 Environmental Management System certification
- Incorporated social impact and sustainability criteria into supplier selection processes
Climate Goals & Targets
- Net zero carbon across the portfolio by 2040
- Achieve EPC rating of B across the portfolio by 2026
- All in-house developments to meet Net Zero Carbon Design Guide standards by 2026
- Improve EPC ratings to B for 65% of portfolio by March 2024
- Roll out occupier engagement initiatives to reduce energy consumption
- Increase proportion of on-site developments using Net Zero Carbon Design Guide
Environmental Challenges
- Understanding and reducing energy consumed in buildings by occupiers
- Collecting energy data from the entire portfolio
- Achieving net zero carbon across the portfolio by 2040
- Maintaining high employee engagement in a hybrid work environment
Mitigation Strategies
- Completed net zero carbon audits on 15% of portfolio and created science-based reduction targets
- Developed Net Zero Carbon Pathway
- Engaging with tenants to identify energy-saving opportunities
- Implementing EPC improvement works
- Implementing a new People Strategy focusing on Culture & Engagement, Wellbeing and Leadership & Development
- Utilizing Emotie app for wellbeing and engagement
Supply Chain Management
Supplier Audits: All suppliers are Safe Contractor verified
Responsible Procurement
- Adherence to Modern Slavery, Human Rights, Anti-Bribery and Corruption Policies
- Incorporation of social impact and sustainability criteria into supplier selection
Climate-Related Risks & Opportunities
Opportunities
- Development of energy-efficient products and services
Reporting Standards
Frameworks Used: GHGP, EPRA Best Practice Recommendations, UK Green Building Council guidance, SBTi (seeking verification)
Certifications: ISO 14001, BREEAM (Very Good or Excellent)
Sustainable Products & Innovation
- Net zero carbon developments
- Air source heat pumps
Reporting Period: 2023-03 to 2024-03
Environmental Metrics
ESG Focus Areas
- Healthy Environment
- Healthy Communities
- Healthy Business
Environmental Achievements
- Reduced energy consumption by 1.9 million kWh per year
- Portfolio now 66% EPC B or better
- Moved on site two additional net zero carbon developments
Social Achievements
- Assura Community Fund distributed more than £2m to 250 health-improving projects
- Generated £3.40 of social value for each £1 invested
- Completed over 700 hours of volunteering with VCSE groups
Governance Achievements
- ESG policy reviewed annually by the Board
- Maintains ISO 14001 Environmental Management System certification
- Regular reporting to both the Executive Committee and the Board-level ESG Committee
Climate Goals & Targets
- Achieve net zero carbon portfolio by 2040
- Achieve net zero carbon portfolio by 2040
- All on-site developments using Net Zero Carbon Design Guide by 2025
- Utilize sustainability initiatives on all asset enhancement and regear opportunities by 2025
- Begin rollout of commercial photovoltaic solution on properties by 2025
Environmental Challenges
- Rising cost of utilities and the impact of inflation
- Costs of running and maintaining buildings in an ever-changing climate
- Challenges of moving into a new building
Mitigation Strategies
- Implementing energy efficient building upgrades aiming for net zero carbon by March 2025
- Phasing schemes and planning work carefully around operations to minimize disruption
- Working with suppliers to find innovative solutions that meet the needs of customers
Supply Chain Management
Supplier Audits: All suppliers are Safe Contractor verified
Responsible Procurement
- ESG considerations incorporated into supplier selection processes
- Requirement for suppliers to adhere to policies on Modern Slavery, Anti-Bribery and Corruption
Climate-Related Risks & Opportunities
Opportunities
- Development of energy-efficient products
Reporting Standards
Frameworks Used: EPRA Sustainability Best Practice Recommendations, TCFD
Certifications: ISO 14001, BREEAM
UN Sustainable Development Goals
- 3
- 7
- 11
- 13
- 17
Assura's actions align with these SDGs through providing high-quality, accessible buildings, investing in health-improving projects, supporting sustainable development, reducing carbon emissions, and engaging with stakeholders.
Sustainable Products & Innovation
- Net Zero Carbon Design Guide
Awards & Recognition
- Top 10 FTSE Women Leaders Review 2023