LEAD guide: Getting started in retrofit advice

Getting started in retrofit advice

This guide, developed from the LEAD (Local Energy Advice Demonstrator) projects in South West England (2023–25), offers practical insights for designing effective domestic retrofit advice services.

The guide emphasises the importance of trusted, local advice tailored to specific audiences, such as families, older people, landlords, renters, and those in deprived or traditional housing. It outlines strategies for audience segmentation, partnership building, service design, and customer journey planning.

Key recommendations include using local data, forming diverse partnerships, and designing services that reflect financial and practical realities. Advice should be visual, jargon-free, and sensitive to literacy and digital exclusion. The guide also stresses the importance of behavioural change, post-installation support, and quality assurance.

LEAD’s findings show that community-led, face-to-face engagement is most effective, especially when supported by local authorities and trusted intermediaries.

The document includes tips, case studies, and further resources to help replicate successful models. Overall, it provides a comprehensive roadmap for local authorities and community groups to deliver impactful retrofit advice and support.

Why is this guide useful for local authorities?

Local authorities can use this guide to:

Target retrofit advice effectively using local data and audience segmentation.
Build strong partnerships with community groups and private sector experts.
Design inclusive services that address digital exclusion, low literacy, and financial barriers.
Support climate goals by improving housing energy efficiency and reducing emissions.
Enhance trust and engagement through locally delivered, face-to-face advice.
Access practical tools and resources for planning, funding, and delivery.

It empowers councils to lead retrofit initiatives that are strategic, equitable, and community-driven.