Energy Savings Opportunity Scheme

ESOS Phase 4 is the fourth phase of compliance under the Energy Savings Opportunity Scheme (ESOS) Regulations. This is a mandatory energy assessment for large UK organisations. The Phase 4 compliance period runs from 6 December 2023, and the compliance deadline is 5th December 2027.

Our ESOS consultants can help you to achieve ESOS compliance through either the energy audit or the ISO 50001 energy management system route. Our ESOS consultancy service provides you with the expertise and support you need to achieve compliance with confidence.

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Who needs to comply with ESOS Phase 4?

Obligated organisations must comply in phases, with each phase having a qualification date (on which a company must assess whether they are obligated) and a compliance deadline (by which date an organisation must be compliant). Organisations must currently comply with ESOS Phase 4 if, on 31st December 2026, they either:

Employ 250 or more people, or
Have an annual turnover in excess of £44m and an annual balance sheet total in excess of £38m, or
Are an overseas company with a UK-registered establishment which has 250 or more UK employees

Chat to us about your ESOS obligation or request your proposal today.

How we help you navigate ESOS compliance

There are two main routes to compliance with ESOS: either through the development and maintenance of a certified ISO 50001 energy management system or through the energy audit route. Our expert ESOS consultants can support and guide you through both.

Energy Audit Route

Appoint the right Lead Assessor for your business.
Calculate accurate energy data, including electricity, heating, and fuel for fleet and company cars.
Identify areas of significant energy consumption.
Conduct high-quality ESOS-compliant energy audits onsite.
Notify the Environment Agency of compliance.

ISO 50001 Route

Check if your existing ISO 50001 system covers everything needed for ESOS compliance.
Identify any gaps between your ISO 50001 system and ESOS requirements.
Help you update your energy management system to close any compliance gaps.
Support the collection and organisation of energy data needed for ESOS.
Review energy performance across buildings, transport, and industrial processes.
Identify practical energy-saving opportunities and prioritise the best actions.
Prepare the evidence and documentation required for an ESOS assessment.

What is an ESOS Action Plan?

An ESOS action plan is a report stating which energy efficiency actions large UK organisations intend to commit to, with details of timelines and estimated kWh savings. Introduced during Phase 3, they are a new requirement for all ESOS-obligated companies.

At Beyondly, this ESOS service includes the provision of a spreadsheet inclusive of calculated savings, graphs, and timelines for action implementation. Our ESOS support includes a kick-off call, a review of existing ESOS reports and recommendations, and a collaborative call to discuss recommendations to pursue in the action plan period.

Following the action plan submission, you'll be required to provide an update on your progress within 12 months, and then 12 months after the first progress update deadline.

Phase 3 progress update deadline 1: 5th December 2025
Phase 3 progress update deadline 2: 5th December 2026

Why choose Beyondly for ESOS services?

Here at Beyondly, we act as an extension of your business, providing you with the expertise, ESOS support and ESOS services you need to achieve ESOS compliance.

A dedicated ESOS consultant
Expert advice and ESOS support
Collaborative calls and recommendations
Implementation spreadsheet
100% compliance on ESOS projects from Phase 1
Active engagement with key stakeholders

We have worked with Beyondly for multiple ESOS phases; always finding their energy audits and support with the process insightful and informative, giving us ideas to complement our own energy saving initiatives. Since forming the partnership, we have greatly increased our understanding of organisational energy use and reduced our consumption and costs.

ESOS Compliance FAQs

ESOS runs on a four-year cycle, at the end of which a full assessment must be carried out by a lead assessor and the relevant information submitted to the Environment Agency. From Phase 3 onwards, there is also the requirement to report on action plans and provide annual progress updates in line with the recommendations from the assessment.

ESOS compliance failure could result in fines up to £5000 and/or an additional fine of £500 per day until compliance is complete, for a maximum of 80 days. Non-complying companies will also be publicly named by the Environment Agency.

Yes, ESOS assessments can be conducted voluntarily to support carbon reduction commitments and identify areas for improvement.

If your organisation does not meet the required thresholds or is a public body that does not engage in commercial activities, you are exempt. Additionally, if you report your energy consumption under ISO 50001, you do not need to carry out an ESOS audit but must notify the Environment Agency that you are compliant. The ISO certification must cover 95% of your energy use.

Beyondly's expert team are here to support your business navigate environmental regulations with confidence, providing you with a straight-forward and practical solution to compliance, so you can meet your obligation with ease and achieve real impact.

We actively engage with government and key stakeholders to shape and guide regulatory developments, whilst representing our customer’s interests wherever possible.

As a proud B Corp, we are dedicated to using our business as a force for good by helping businesses become more confident in their environmental choices, as well as driving positive change to preserve and protect the planet. For the past decade, we have maintained the Customer Service Excellence Standard, which underscores our unwavering commitment to placing the customer at the heart of everything we do. Our adaptable approach ensures that we evolve alongside you, guiding you through the ever-changing environmental landscape.

Meet our experts:

Sean Coleman (AISEP, AMEI)
Sustainability Consultant

Sean Coleman (AISEP, AMEI)

Sustainability Consultant

I enjoy assisting our clients with their sustainability goals to help ensure a healthier environmental future

Ben Lovell (PISEP)
Sustainability Consultant

Ben Lovell (PISEP)

Sustainability Consultant

I enjoy facilitating businesses' journeys towards impactful and lasting sustainability

Kristi Bergman (AISEP)
Sustainability Consultant

Kristi Bergman (AISEP)

Sustainability Consultant

I'm passionate about supporting others in reducing their environmental impact.

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Why does it matter and where to begin!

The climate crisis has led to increased demand on companies to assess and improve their environmental performance. Pressure comes from all stakeholders; investors, government, customers, employees, and the public. Therefore, in order to continue meeting expectations and grow as a business, it is crucial to develop and implement robust sustainability strategies.

The world of sustainability is complex, and with evolving demands and sustainability jargon it can be difficult to know where to start.  An additional challenge is that it can vary for every business, with the need to consider specifics for your industry and business model. This is where Beyondly's sustainability strategy can be tailored to your specific business, allowing you to excel in your industry and where it counts for you.

A sustainability strategy can help businesses create long-term benefits for their employees and business while ensuring they have a positive impact on the environment.

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