Issue 362 | Your weekly update on London news
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#362

02.05.25

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Dear Simon,

In this week's LDN

The Mayor of London's Silver Jubilee

Local Elections

London Latest - Ikea, Olympics, and Police Funding

Transport Roundup - Eurostar, Fare Evasion, and cyclists

People News

London Planning News

LDN POV

The Mayor of London's Silver Jubilee

POV Mayor at 25

Some of LCA's Mayoral Election briefings over the last 25 years

Welcome to a bumper LDN this week – a day later than normal so we can bring you the very latest on yesterday’s elections.

 

Back in August 2000, I moved to London taking up residence in a flat above a greasy spoon in the heart of Balham. My arrival in London came just a few months after Ken Livingstone became the first Mayor of London – and this weekend marks 25 years since that first election.

 

LCA’s own story spans the existence of London’s mayoralty in a similar way to my time in the city. Set up in 1999 by Robert Gordon Clark and Jonny Popper, LCA has always prided itself on its political insight and understanding of how London works. In every one of the seven Mayoral and Assembly elections, we’ve supported our clients as they’ve navigated their way through City Hall’s changing politics.

 

Much has changed in the subsequent 25 years – my arrival in London increased the population by one. Since then, the city’s ranks have swelled by over 1.8million people – put in context, that’s like adding four cities the size of Leeds. The city’s economy has powered ahead, the skyline is transformed and London’s status as a truly global city has few rivals.

 

I wouldn’t ever claim that London’s transformation is solely down to the creation of the Mayor of London. Not least because London’s economic renaissance had been well under way since the mid-1980s. But the new citywide institution, with the Mayor as a figurehead, champion, and convenor, has been instrumental in galvanising attention and investment in London. For the first time in many decades, London was planning to accommodate a growing city and took innovative decisions on tall buildings, congestion, clean air and public transport that wouldn’t likely have happened otherwise.

 

But when Londoners went to the polls on 4 May 2000*, success was not guaranteed. Facing serious opposition and obstacles from the very start, it could have been strangled at birth. That it got off to a flying start is in no small part due to the first office holder, Ken Livingstone, and the talented team of officials that set up the Greater London Authority from scratch at breakneck speed.

 

Nearly 15 million votes have been cast in seven Mayoral elections over the subsequent quarter of a century. The direct mandate fixed term model has led to considerable political stability – compare London’s three mayors to the eight Prime Ministers and countless housing and transport ministers.

 

Architects of the new governance model for London envisaged a slimmed-back strategic authority, deliberately contrasted with the perceived over-sized predecessor, the Greater London Council. That original ambition didn’t survive long with the Mayoral role growing in stature, taking on more responsibilities over the years on fire, planning, affordable housing, transport and skills. London’s mayor carries enormous political and financial clout and have a global status.

 

That’s not to say that there aren’t critics, some arguing mayors have too much power and insufficient accountability, others rail against them straying beyond the original remit into matters of local, national and even international significance. The relationship with the boroughs, as witnessed just a few weeks ago, can at times be tetchy and challenging. Yet others argue London is still behind equivalent international cities and needs more, not less, powers and responsibilities especially when it comes to funding.

 

London was the trailblazer – it took another 17 years for the next metro Mayor to come along (in Greater Manchester). Since then, others have sprung up and yesterday saw voters in Greater Lincolnshire and Hull & East Yorkshire go to the polls for their first mayoral elections.

 

But the gulf between London’s mature mayoral model and others around the country is stark – not least in the financial clout. With total annual budgets of £380m and £202m, the West of England and Cambridgeshire and Peterborough Combined Authorities would pay for just a week and four days respectively of the GLA family’s whopping £20.7bn annual budget.

 

Yet, this election has seen some mayors elected who will use it as a platform for furthering much wider political ambitions, and certainly furthering agendas way beyond the scope and remit of the roles. While Reform’s Arron Banks referred to the Mayor of the West of England as a “meaningless job” he was still happy to be on the ballot paper (but is perhaps thankful he lost). In Lincolnshire, the Reform Mayor, a former Tory MP, is vowing Trump-style budget cuts before the institution is even up and running.

 

It won’t be long before we find out whether this new wave of mayors sink or soar.

 

*Ok, before I get a flood of emails, I know that technically the Mayor of London, London Assembly, Transport for London didn’t formally become legal entities until 3 July 2000, the election itself took place on 4 May 2000.

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Nick Bowes

Managing Director, Insight

POLITICAL UPDATE

Local and Mayoral Elections - Results and Reactions

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Light Blue Friday: It’s Reform’s day in the spring sunshine, with dramatic gains in councils and mayoral races across England, and the narrowest of wins in the parliamentary by-election. While votes in some areas continue to be counted, we bring you the latest take on the results.

 

Runcorn scorn: As was widely predicted, Reform won the Runcorn and Helsby by-election overnight, although by the narrowest of margins. As a reminder – the seat is vacant following the resignation of Labour MP Mike Amesbury after he received a 10-week prison sentence for assaulting a constituent.

 

Cheshire grin: Just before 6am this morning, and after a full recount, Reform’s Sarah Pochin was declared the winner by just six votes over Labour’s Karen Shore.

 

Fact of the day: The six-vote margin of victory is the smallest by-election win ever, beating the result when the Liberals won the Berwick-upon-Tweed by-election in 1973 by 57 votes.

 

Lincolnshire Poacher: With five of the six mayoral contests declared, the running total is Labour three, Reform one and Conservatives one. Reform’s Andrea Jenkyns won a thumping majority in Greater Lincolnshire’s first ever mayoral election, with the former Tory MP pushing her old party into second place. Down the A1, ex-Peterborough MP Paul Bristow flipped the Cambridgeshire & Peterborough mayoralty from Labour to Conservative, with Reform pushing the reds into third place.

 

Red trio: Defying those predicting Labour defeats in key mayoral elections, the party clung on in three. In the Doncaster and North Tyneside contests, Ros Jones and Karen Clark held on by 698 and 444 votes respectively, with Reform coming second in both, as did Reform’s Arron Banks in the West of England election, where Labour’s Helen Godwin came out tops.

 

Une défaite électorale: Perhaps defeat is good news for Banks – after all, he’d dubbed it a “meaningless job” that he’d do from his French château.

 

We’ve always loved FPTP: The previous Government changed the voting system from second preference to first past the post, which may well have proven to be Labour’s saviour in Doncaster and North Tyneside. Mildly ironic, given Labour opposed the change…. might this mean Labour decide against changing it back again?

 

Divide and rule: Labour benefitted strongly from the splitting of the right vote: In Doncaster, Labour’s 33% of the vote is dwarfed by the 58% Reform and Conservative combined. Similarly in North Tyneside, where Reform and Tory together received 50% of the votes, way more than Labour’s 30%. Is it any wonder Reform are passionate supporters of electoral reform?

 

Whither FPTP? If we needed an illustration of how the first past the post system struggles in a five-party world, Labour’s Helen Godwin won in the West of England with just 25% of the vote.

 

Shire Woes: As the council election results continue to roll in, the Conservatives have (so far) lost control of Kent (where they were all but wiped out), Lincolnshire, Derbyshire, Lancashire, Nottinghamshire and Staffordshire to Reform. The Tories have also lost Gloucestershire, Hertfordshire, Leicestershire, Worcestershire, Warwickshire and Devon to no overall control. In short, if it has ‘shire’ in the name, the Tories look to have lost it.

 

Land of the Prince Bishops: In County Durham, Labour have lost 80% of their councillors with Reform gaining control of the council.

 

Quietly does it: Somewhat under the radar, with so much focus on Reform, Labour and Conservatives, the Lib Dems and Greens are also making gains and will be hopeful of more in the councils yet to declare.

 

Running total: As we press send on LDN, Reform has (so far) 522 councillors (up 522), Conservatives 214 (down 512), Lib Dems 272 (up 110), Labour 59 (down 132) and the Greens 59 (up 32).

 

Summing up: In a few words, how have the parties have performed? Here’s the LDN take: Reform (very good), Lib Dems and Green (encouraging), Labour (poorly) and Conservatives (very bad).

OUR WEEK

Planning Consent for Battersea Power Station's Next Phase

LCA is delighted to have supported our client Battersea Power Station as it secured important planning consent from Wandsworth Council for the next phase of its 42-acre regeneration. With consent secured, this next phase will see a mix of residential, retail, community and leisure build, including a pair of buildings designed by world-famous architect Gehry Partners. It will also complete Electric Boulevard, “London’s newest street”, adding 70,000 sq ft of new commercial space for shops, cafes and restaurants as well as a 15,000 sq ft community hub. You can read more about the exciting plans here.

 

Battersea Power Station Phase 3C

THE LONDON LOWDOWN

London Latest

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Build it and they will come: Yesterday saw the much-anticipated opening of the new IKEA on Oxford Street in the former Topshop building – and not just because it’s 18 months late. The three-floor store, opened by the Mayor, will provide shoppers with classics including Billy bookcases and Swedish meatballs at IKEA’s typically affordable prices.

 

Flat packed: With the consultation on the future of Oxford Street closing yesterday, City Hall will have been boosted by the comments of IKEA’s UK CEO who voiced his support for pedestrianisation.

 

Healthy competition: Reinstating VAT-free shopping for tourists is key if London is to remain competitive to international visitors, according to two of the UK’s oldest luxury brands, Joseph Cheaney & Sons and John Smedley.

 

London 2040? The Mayor of London wants London to bid for the 2040 Olympic and Paralympic Games, after a new City Hall report showed that hosting six major sporting events last year generated £230m for the economy.

 

Khan we deliver? The Mayor argues that costs would be cut by reusing 2012’s facilities, but given they’ll be almost 30 years old by 2040 and the Olympic Village used in 2012 for accommodating athletes was converted into homes, some will be sceptical of the Mayor’s claims.

 

Lambeth lowdown: In yesterday’s Herne Hill and Loughborough Junction by-election, the Greens took a seat from Labour, might this be a sign of things to come in the borough as we head towards next May’s local elections? In other news, it emerged this week that former Chief Executive Bayo Dosunmu, who resigned from his post after being convicted of drink driving, received an £88,000 payout. The local authority has clarified that this consists of payments for his notice period, untaken leave and returning officer (election) duties.

 

Concerning cuts: Metropolitan Police commissioner Sir Mark Rowley has warned that without further funding from the Government in June’s Spending Review, crime rates in the capital could increase. The Met is reported to be facing a £260m shortfall and is planning to cut 1,700 officers and staff as a result.

 

Back to the Future: Former Tory Mayoral candidate and London Assembly Member Susan Hall has been re-elected leader of the City Hall Conservatives after two years away from the role. Known for her combative (and sometimes controversial) approach, Mayor’s Question Time promises fireworks.

 

Non-Starter: Bad news for both the Mayor and the Government - according to new figures compiled by Molior, housebuilding in London has fallen to a 16-year low, with just 1,210 ‘new starts’ in the first three months of 2025.

 

Vacant Possession: Molior has also found that there are no plans to deliver homes in half of the capital’s local authorities in 2027 and 2028. The likelihood of delivering London’s annual housing target of 52,300 – let alone the likely new higher target of 87,922 – looks way out of reach.

 

Temporary accommodation crisis: Meanwhile, new figures on temporary accommodation found that half of local authorities in England are being charged more than double market rent by providers of temporary accommodation, including hotel owners and private landlords. More concerningly, some of this accommodation is of poor quality and badly managed, leaving vulnerable people at risk.

 

Unspent funds: The Mayor of London’s carbon offset fund, in which developers pay local authorities to mitigate the environmental impacts of their schemes, has so far had limited success, after an investigation by The Guardian found that councils have only spent £40m of the £170m raised. Councils blame a lack of expertise, capacity and resources. Some of the schemes which have gone ahead, such as the Bunhill heat network, can be seen here.

OUR WEEK

LCA at the London Marathon

Last Sunday, two of our very own were part of the record 56,000 people who completed the London Marathon. Director Ed Williams and Account Manager Jon Forss crossed the finish line in the glorious (and very hot!) sunshine, raising funds for WheelPower and Macmillan Cancer Support respectively. Many of the LCA team were out cheering them on - we’re looking forward to next year’s race already!

 

SECTOR UPDATE

Transport Roundup

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Bikes on board – or not: The Silvertown Tunnel’s shuttle bus for cyclists – launched a couple of weeks ago and running every 12 minutes for free until at least April 2026 – is already looking like a bit of a white elephant due to very low usage. While the tunnel itself is closed to bikes, in an act of defiance, a large group of protestors cycled straight through the tunnel last Friday.

 

Ticket inspectors assemble: New plans from Transport for London (TfL) to halve fare evasion across the network have been unveiled. A team of investigators is being deployed to catch frequent dodgers after it was revealed that 3.4% of passengers didn’t pay between April and December 2024, costing TfL £130m in lost revenue annually. If you’ve been riding the Tube for free – now might be the time to start tapping in.

 

Sidetracked: Ambitions for a tram route connecting parts of north-east London have hit the buffers, with Havering Council confirming that no feasibility study has taken place since first proposed in 2023. The council is hoping future section 106 developer contributions will breathe life back into the scheme.

 

Cross-channel clash: With rivals circling, Eurostar has warned would-be competitors to start investing in infrastructure – particularly in the Temple Mills depot in east London, the only UK facility currently set up to handle international high-speed trains.

 

Drop-off drama: Gatwick Airport is plotting to hike drop-off and parking charges to secure a second runway. The Planning Inspectorate requires 54% of passengers to use public transport for the runway to get the green light.

 

Flying high: Over at Heathrow, things are looking up – quite literally. The airport has held firm on its profit and passenger forecasts, expecting to handle a record 84.5 million passengers this year, up 0.5% from last year.

 

Single to Reading: Book exchanges will return to 15 surface-level Tube stations next month, after TfL confirmed it’s found a “suitable fire-proof storage solution”. The much-loved book swaps were abruptly removed last month following a fire risk warning from the London Fire Brigade.

OUR WEEK

Brownfield Regeneration in the Headlines

LCA secured coverage for our client Berkeley Group in this week's edition of The Economist, in a piece exploring the challenges of brownfield regeneration. The article spotlights the Bromley-by-Bow gasworks scheme as a rare example of progress, highlighting the scale of the 2,150-home development and the complexities involved in restoring a historic, post-industrial site. Read the piece here.

 

 

PEOPLE NEWS

  • Greystar managing director Michela Hancock has left the firm to set up a new venture called Hilltop Property Partners which will act as a general partner to fund and manage build-to-rent projects, focused on affordable housing across the UK.

  • Mark Ridley, the chief executive of Savills, will retire from the role at the end of 2025 after a 29-year career at the firm.

  • Savills has hired Bhakti Depala from the City of London Corporation as a director in its London planning division.

  • Mace has appointed Gary Sweeney as a director to head up the company’s European team working across the healthcare, life sciences and technology sectors.

  • Cushman & Wakefield has promoted James Woolley to the role of head of UK student accommodation.

  • Bridges Fund Management has appointed John Gellatly as a non-executive director.

  • L&G has appointed Steph Moore as head of property operations in the company’s asset management business.

  • Islington and Shoreditch Housing Association has appointed Pippa Fleetwood-Read as its new chief executive. She joins from Notting Hill Genesis where she was the managing director of operations.

  • Housing charity Shelter has appointed Sarah Elliott as its new chief executive, effective from September.

  • Robert Suss has been appointed as a Trustee of the National Portrait Gallery for four years until 9 February 2029.

  • Two former civil servants in the Department for Culture, Media and Sport, Claudia Kenyatta and Emma Squire, are the next joint chief executives of Historic England. They will start their new roles in the autumn.

  • Soumen Das, the chief financial officer and executive director at SEGRO, has announced that he will retire at the end of 2025.

  • Bernadette Conroy has been re-appointed as Chair of the Regulator of Social Housing for two years until 31 March 2028.

  • Becky Wood has been appointed as chief executive of the National Infrastructure and Service Transformation Agency from June, while Sir John Armitt has been appointed as the chair of the Council of Expert Advisers. Sir Tim Besley, Neale Coleman, Michele Dix, Andy Green, Jim Hall, Sadie Morgan, Julia Prescot, Kate Willard and Nick Winser have been appointed as Council of Expert Advisers until 31 December.

  • Tower Hamlets Council has appointed Stephen Platt as director of housing, property and asset management.

  • Lambeth Council have confirmed their new Cabinet. Cllr David Bridson will lead health and equalities with Cllr Nanda Manley-Browne and Cllr Judith Cavanagh has taken up the role of Deputy Cabinet Member for Finance.

  • Lewisham councillor Eva Kestner has been selected as the Labour Party candidate for Caithness, Sutherland and Ross (the most northerly constituency in mainland Britain) in the 2026 Scottish Parliament elections. She also stood as the party’s candidate for the same constituency in the 2024 General Election.

  • Labour have held their seat in Hainault ward in Redbridge following a by-election which saw them win by just one vote.

  • The Green Party have gained a seat from Labour following a by-election in the Herne Hill & Loughborough Junction ward in Lambeth, securing 48.3% of the vote.

  • Sam Gould, a former Labour Redbridge Councillor who pleaded guilty to indecent exposure, has avoided a prison sentence.

LONDON PLANNING NEWS

  • Battersea Power Station has received planning consent from Wandsworth Council for the next phase of its 42-acre regeneration. The plans will see two buildings providing 306 homes in addition to 70,000 sq ft of commercial space for shops, café and restaurants, and a 15,000 sq ft community hub.

  • Get Living has submitted revised plans to Southwark Council for the third and final phase of its Elephant and Castle development. The revisions for the West Site include 452 purpose-built student accommodation beds, 507 build-to-rent homes and 165 affordable rent homes. The plans also introduce architectural improvements, a new public square, and the repurposing of part of the existing London College of Communication workshop into a new cultural venue.

  • Yoo Capital has received planning permission from Camden Council for the redevelopment of 135 Shaftesbury Avenue, the home of the historic Saville Theatre. The plans will see the building transformed into a live performance space for the Cirque du Soleil acrobatic performance company in addition to a boutique hotel operated by CitizenM.

  • And down the road, Edge and Mitsubishi Estate London have secured planning permission from Camden Council for the redevelopment of 125 Shaftesbury Avenue. The building will be refurbished into a 250,000 sq ft office building called EDGE Shaftesbury, with 75% of the existing structure being retained.

  • Art-Invest Real Estate has received planning permission from Southwark Council to deliver purpose-built student accommodation and affordable homes at Dockside Canada Water. The scheme will comprise two residential-led buildings of seven of 26 storeys, providing 742 student rooms and 75 affordable homes.

  • Peabody and Mount Anvil have received planning permission from Ealing Council for the delivery of 693 homes, 148 of which will be affordable, at the third phase of their Friary Park scheme.

  • Lewisham Council has granted planning permission for their own mixed-use regeneration scheme at Thomas’ Lane Yard in Catford. The scheme will deliver 113 affordable homes and 1,200 sq m of commercial space in two buildings of eight and 12 storeys. The commercial space will comprise of ground-floor retail units and first-floor office space, 20% of which will be affordable.

  • Rockwell Property’s planning application for their 28-storey Glassmill tower scheme at the southern end of Battersea Bridge has been refused by Wandsworth Council. The council’s planning committee agreed with the planning officers’ recommendation that the scheme goes against the Local Plan, which designates the site for mid-rise development with a height limit of 18 metres. The proposal drew significant opposition from the public, receiving over 1,900 objections and a petition against the plans with more than 5,000 signatures from the Stop One Battersea Bridge group. The development would have delivered 110 homes, 50% of which were earmarked as affordable.

  • Aviva Capital Partners and Socius have submitted an outline planning application to Sutton Council for a 974,500 sq ft centre for cancer research and treatment. The long-awaited scheme will be located at the existing London Cancer Hub, alongside the Royal Marsden NHS Foundation Trust and the Institute of Cancer Research. The proposals include research and laboratory space for life science companies, academic researchers and clinicians. There will also be educational spaces, amenities such as restaurants and cafés, as well as affordable homes for 220 key workers.

CAUGHT OUR EYE

LCA’s Insight Team bring you their personal choice of reads from across London and the built environment.

  • Tower of London fills with poppies to mark the 80th anniversary of VE day on 8 May.
  • What makes the perfect five-star hotel?
  • London Zoo is seeking volunteers to help identify film reels discovered in its archive.
  • 25 unforgettable moments from the first 25 years of Tate Modern.
  • Celebrating 25 years of the Soho Theatre and the opening of their new theatre in Walthamstow.

LDN is produced by

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Dr Nick Bowes

Managing Director, Insight

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    Robert Gordon Clark

    Senior Advisor and Partner

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      Emily Clinton

      Insight Manager 

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        Ben Donson

        Insight Executive

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