Your partner in ESOS compliance
We’ll help you make the Energy Saving Opportunity Scheme a winning opportunity for your business, from cutting costs and avoiding penalties to advancing your net-zero goals and getting ahead on Phase 4.

What is ESOS and why is it important?
The Energy Savings Opportunity Scheme (ESOS) supports UK businesses in improving energy efficiency, cutting costs, and reducing carbon emissions. It’s a critical step towards achieving the UK’s net-zero goals.
The scheme requires eligible businesses to look at their energy consumption and identify cost effective energy savings measures. You can do this by conducting an energy audit every four years, or by becoming ISO50001 certified.
Both of these routes identify practical ways to save energy and reduce waste, helping businesses operate more sustainably while maintaining performance.
Does my business need to comply with ESOS?
If your business meets at least one of these criteria then it must comply with the scheme:
- 250 or more employees
- Annual turnover exceeding £36 million
- Balance sheet total over £18 million
These rules apply to companies, partnerships, trusts, and other corporate bodies. Most public sector bodies are exempt. However, businesses in mixed ownership or part of a larger corporate group must assess eligibility at a group level. If your entire organisation is ISO50001 certified, congratulations—you’re already compliant, although you’ll still need to check that the boundary covers an adequate proportion of the business, and you’ll still need to register and declare ISO as the route taken to compliance.

Your ESOS timeline
The ESOS process can be streamlined into 6 key steps:
Step 01
Determine eligibility based on the previous year’s data.
Step 2
Collect data for 12 months of energy usage.
Step 3
Conduct an energy audit to identify savings opportunities.
Step 4
Submit compliance notification by the 5th December deadline.
Step 5
Implement an action plan to reap the benefits.
Step 6
Conduct ongoing monitoring, keep records handy and prep for future phases.
Prep early for ESOS Phase 4
Starting early helps you secure a lead assessor, avoid the last-minute rush, and benefit earlier from energy efficiency improvements. It also gives you time to go through audit findings and implement energy-saving measures at your pace and within your budget, minimising stress, spreading out costs, and maximising energy efficiency gains.
Early planning also helps you build a closer partnership with your energy consultant, for better results. If Phase 3 felt overwhelming, Phase 4 is an opportunity to plan smarter. Partner with Trident and make it a more organised, rewarding process that delivers lasting energy savings, cost reductions, and sustainability benefits.
ESOS requirements
An ESOS audit examines your energy use and identifies clear steps to improve efficiency and reduce costs. It typically includes:
Data collection and profiling of a year’s worth of your energy data, to spot usage trends.
Site surveys for a close examination of energy use, data validation, and identification of waste.
An energy management review of current policies, practices, and habits that impact consumption.
Energy use analysis, studying patterns, identifying peak usage times, and spotting areas of waste.
Identifying energy-saving opportunities such as upgrading equipment, improving insulation or optimising processes: we’ll include estimated energy savings and payback times.
Transport assessment, reviewing vehicle energy use and recommending efficiencies such as route optimisation or shifting to electric vehicles.
Reporting findings with prioritised energy-saving recommendations, signed off by a lead assessor.
Implementation guidance to help you start saving energy (though implementing these steps isn’t mandatory under the compliance programme).
Download our ESOS checklist

Simplify your path to ESOS compliance — and significant potential savings — by downloading our useful guide.

Your ESOS lead assessor
A lead assessor is essential to the ESOS process, and engaging a qualified one early on helps you maximise audit value and stay compliant. When you partner with Trident we allocate you an assessor to help you manage the entire process, reviewing your energy use, identifying cost-saving opportunities, and overseeing the compliance report submitted to the regulator.

Your ESOS Action Plan
The ESOS action plan helps you prioritise and act on the audit’s recommendations. It outlines timelines, resources, roles and responsibilities, providing a clear framework for implementation and setting your organisation up for ongoing savings and sustainability. The Environment Agency may review the compliance package in future phases, to track improvement.
What to include
After submitting your compliance notification for the third compliance date, it’s time to map out your action plan. This should cover:
Your energy goals, outlining your planned steps to reduce energy usage.
Timing, establishing when you plan to implement these measures.
ESOS recommendations, stating whether your audit recommended each action.
Expected savings, forecasting the energy savings you aim to achieve over the four years of the action plan.
Savings calculations, describing how you arrived at these estimates.
Submit your ESOS action plan by 5th March 2025, with approval from a board-level director or senior equivalent.
Benefits of ESOS compliance
Staying compliant and implementing ESOS recommendations sets you up for ongoing savings and more:
Save on energy costs
By eliminating wastage.
Energy efficiency
Gain clear insight into your energy use, and cut consumption.
Sustainability goals
Reduce your carbon footprint and align with the UK’s net-zero ambitions.
Enhanced reputation
Demonstrate environmental responsibility to clients, stakeholders, and employees.
Competitive edge
Lower operational costs while appealing to eco-conscious customers.
Long-term strategy
Turn audits into action for ongoing efficiency improvements.
Key changes in ESOS: new for Phase 4
Phase 4 introduces new requirements to encourage genuine improvements in energy efficiency. Here’s what’s changed:

Change 01
Annual Action Plans:
Businesses must now create and report on energy-saving plans annually.

Change 02
Enhanced reporting:
Demonstrating a closer alignment with net-zero targets.
These new updates could save the UK £1.12 billion in energy costs over 14 years.
How ESOS supports your net-zero journey
ESOS is more than just a compliance requirement; it’s a meaningful step toward your net-zero targets. Through its structured audits, it helps you spot real, actionable energy-saving opportunities that make tangible reductions in your carbon footprint.
ESOS also ensures you see the full picture of your energy usage, an excellent chance to assess how and where you're using energy and to find ways to cut down.
ESOS fits seamlessly into your carbon strategy, ensuring compliance and long-term growth. It provides insights that save money, reduce emissions, and keep you on target with regulations and climate goals.

Who are we
Missed the Phase 3 deadline? We can help.

If your business didn’t complete ESOS Phase 3 we can help you minimise the consequences if you act fast. While the deadline has passed, starting your compliance journey now is essential to avoid potential or any extra fines and get back on track.
We’re here to guide you through the steps to compliance—no pressure, just practical advice to help you make informed decisions moving forward. Let’s tackle this together and keep your organisation’s energy goals on course.

Why partner with Trident?
In-house expertise
We were one of the first UK consultants to offer ESOS lead assessors, helping businesses meet requirements quickly.
Guaranteed success rates
In Phase 2, 63% of evidence packs reviewed by The Environment Agency were only partially compliant and required changes. We’re proud to declare that with our help, 100% of our customers achieved compliance.
Beyond compliance
We can help you implement sustainable solutions that reduce energy costs and optimise energy efficiency.
Start saving now
Act today so you can reap the benefits sooner from your energy-saving opportunities. With energy prices high, this makes good sense for your profits as well as the planet.
Reporting for action, for Abri
Working with Trident has been invaluable when navigating the complexities of carbon accounting. They’ve facilitated thought-provoking workshops which have enabled us to clearly define our carbon reduction pathway, and have supported and guided us to do this in a science-based, methodical and co-ordinated way. Trident have been a true partner throughout the process, making this a genuinely collaborative experience tailored to the requirements and aspirations of Abri.”
Interim Executive Director of Assets and Sustainability, Abri
Trident have been a true partner throughout the process.”

ESOS FAQs
What can businesses do to remain compliant with Phase 3 after missing the deadline?
Missing the deadline is not uncommon, and we’re here to help. Start the compliance process now to minimise penalties and prepare for the next phase.
Why was ESOS created, and what does it mean for UK businesses?
ESOS helps UK businesses reduce energy waste. It means regular audits to uncover energy savings and cut costs — all while supporting sustainability goals.
Where can I find step-by-step guidance for our company’s ESOS compliance?
The Environment Agency provides guidelines, but we offer tailored support to guide you through the process step-by-step, stress-free.
Can ESOS help us save on energy costs and support our sustainability goals?
Absolutely. ESOS does more than ensure compliance. It highlights energy-saving opportunities that reduce costs and cut emissions.
How does ESOS support the UK’s net-zero targets, and how can we contribute?
ESOS drives businesses to reduce their energy use, which helps lower the UK’s carbon footprint. By acting on your audit recommendations, you’re playing a part in the UK’s journey to net zero.
What are the most important changes in ESOS Phase 4, and how do they affect us?
Phase 4 has introduced mandatory action plans and transparency requirements, making ESOS a practical tool for real energy savings. Moving beyond compliance to achieve lasting impact.
Read the full article on what you need to know about ESOS Phase 4 here
What steps can we take to ensure smooth ESOS compliance for our organisation?
Start by tracking your energy data, appointing a lead assessor, and keeping records well organised. Simple prep steps can make compliance a lot easier.
How does an ESOS Action Plan help us turn audit findings into real savings?
An action plan transforms your audit findings into actionable steps, helping you save energy, money, and the planet.
Click here to read about the differences between the action plan and the energy audit
How can an ESOS lead assessor add value to our energy-saving efforts?
A lead assessor ensures your audit’s accuracy, helps you identify effective savings, and provides guidance through compliance.
Where can I find the latest news and updates on ESOS compliance?
Check the Environment Agency’s website or industry news, or let us keep you informed with our news — we stay on top of ESOS developments to support you every step of the way.
How do I know if our company qualifies for ESOS compliance requirements?
If you employ 250+ people or have an annual turnover over £44 million with a balance sheet above £38 million, you’re likely to qualify. We can confirm if you’re unsure.
Contact us
Chat with one of our compliance experts
Let’s discuss how you can optimise your energy spend, cut costs, get future-ready and achieve your sustainability objectives, with our support. Fill in the query form and we’ll be right on it.
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