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Home Advisers Using Nest with your clients

Coming Soon

You’ll soon have access to the Nest employer portal with a new look and feel. Our employer portal will have a refreshed look and layout, but functionality will stay the same. Some buttons may be in different places, but the steps you follow won’t change so just keep using the portal as normal. It's the first of several steps we're taking to improve how you interact with Nest, with new functionality coming in the next few months so keep an eye out for further communications

How to report an issue

Our team has tested it thoroughly, but if something doesn’t work as you expect, let us know straight away so we can fix it quickly. You can get in touch by webchat or support@nestpensions.org.uk or call us on 0300 020 0393, from 8am to 8pm, Monday to Sunday – and one of our team will be happy to help.

Using Nest with your clients

We’ve found that compliance is where your clients are likely to want the most support. Many will also want help with setting up a scheme and ongoing administration.

two men talking in front of a laptop screen

How you can help your clients

We’ve outlined three broad types of support you could offer to suit the needs of all your clients.

Show me what to do

At the most basic level you can simply inform your clients about their duties and advise them to use Nest. You don’t need to be authorised by the FCA to offer this service. Providing guidance on scheme selection isn’t classed as regulated activity so long as you don’t give financial advice to individual employees or offer advice on a scheme’s investment funds.

After they’ve chosen Nest, employers can set up their scheme and do almost everything online, whenever it suits them. You don’t have to provide any more services and your client will appreciate having a scheme that meets all their duties.

Do it with me

After choosing Nest some clients will want help deciding how best to use it in their organisation.

They’ll need help working out who has to be enrolled, how much to contribute and how Nest fits with their payroll and HR processes. And after they’ve made the key decisions about how they’ll use Nest there’s the business of creating their account, setting up contribution schedules and integrating the scheme with existing systems.

After you’ve set them up, they’ll be able to manage the ongoing administration for themselves.

Do it for me

A lot of clients won’t have the extra time or resources to sort out pension contributions for their workers in every payroll cycle. This could be a specific ongoing service that you offer. Some will also want someone to monitor their scheme to make sure it’s compliant. For example, if they’re using certification they might also want you to handle the paperwork. Your expertise in dealing with regulatory issues will add value for your clients.

How you can work with Nest

Nest Connect is our free online hub that makes it easy for you to offer a complete service for your clients, from set-up to ongoing administration of the scheme. Straightforward to use and loaded with smart functionality, it lets you take on as much of the setting up and running of Nest as you and your clients want.

With Nest Connect you can offer cost effective support to any number of clients and manage them all using just one account. You’ll also be able to add extra users and divide the workload among your team in a way that suits you.