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Set up your workplace scheme

An illustration showing four steps to using your NEST account. Sign up online, enrol workers, manage contribution and manage your scheme on an ongoing basis.

Ready to sign up?

Before you get started, it’s worth checking that you’ve got the basics in place. Making sure you’re ready will save you a lot of time later on.

Do you know your staging date?

You can find out your staging date at The Pension Regulator’s website (opens in a new window)

Do you have any workers to enrol?

Find out what kind of workers are eligible for auto enrolment

Have you decided what contributions you’ll make for your workers and how you’ll pay them to NEST?

Find out more about paying and making contributions in our help centre (opens in a new window)

Do you have all the information you’ll need to set up NEST?

Our handy form will help you get all the information you need together in one place (PDF)

Have you decided whether you’ll manage NEST yourself or get help?

NEST’s delegated access functionality makes it easy to get help managing the scheme

Get the right data to NEST

You can run NEST whatever payroll software you use. We’re now working closely with payroll providers on ‘web services’ to make sending data to NEST even simpler. If your provider is on board, you’ll be able to:

  • send data to NEST directly from your payroll software
  • manage day-to-day tasks without needing to log into NEST
  • save time with faster processing and cleaner data with fewer errors

Check with your payroll provider to see if they're using NEST web services or developing them behind the scenes.

Don’t worry if your payroll provider isn’t ready to offer our web services yet, as you can still send data to us directly. Our Employer payroll guide explains everything you need to know to do this in the most practical and cost-effective way. It also includes links to our Excel templates and file tester to help you get your data in the right format for NEST.

See our Employer payroll guide (PDF)

Check you’re under the limit

NEST’s annual contribution limit (ACL) means that the most that can go into any NEST pot is £4,900 for 2016/17. If you and your workers both pay the minimum contribution based on their qualifying earnings, the money going into their pot will fall within this cap.

If you’re planning on paying more or basing contributions on anything other than qualifying earnings, you’ll need to check that this won’t push their total contributions over the limit. The ACL will be removed in April 2017, so by the time minimum contributions go up there’ll be no restrictions on what goes into a worker’s pot.

Find out more about the annual contribution limit in our help centre

Get started

If you’re happy that you’ve got everything you need then you’re ready to get started with NEST.

Sign up here