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Using NEST with your clients

Our research shows that up to three-quarters of employers will be looking for help to get ready for auto enrolment. They’ve told us that they’ll turn to professionals like accountants, bookkeepers, payroll providers, financial advisers and employee benefits consultants for support.

Making sure you’re ready to help these thousands of employers will be the key to adding value for clients and getting the most from the new pensions market.

How you can help 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.

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

At the most basic level you can simply inform your clients about their new 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 new duties.

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.

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.

An illustration of the different services professionals can offer their clients. Signposting, guidance, getting them up and running, managing their scheme and supporting compliance and monitoring.

Find out more about how you can build your business

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.

Sign up for NEST Connect now 

See how NEST works for payroll providers

See how NEST works for advisers

See how NEST works for accountants

What services do your clients need?

In our research we asked employers what their main challenges are as they approach auto enrolment. Their top answers show the type of services they’ll need from professionals like you. 

Employers are concerned about How NEST can help you support clients
Ongoing day-to-day administration

Our online hub, NEST Connect, lets you provide your clients with as much help as they need, from set up to day-to-day running of the scheme.

You can take on as much as your clients want you to, or partner with someone else to provide an integrated service. For example, you could work closely with a payroll provider or even people that work for the employer, like their HR staff.

See more about NEST Connect

Setting up a new pension scheme for some or all workers

NEST offers everything an employer needs to meet their new duties on its own. But NEST can also sit alongside an existing scheme to cater for a specific section of their workforce.

Whether you’re setting up and managing NEST on your client’s behalf or just finding out about it so you can advise them how to do it themselves, NEST has guides and resources to help.

See more about using NEST

Communicating to workers about auto enrolment

We have clear and concise resources to let workers know about NEST and auto enrolment.

These include templates that can be adapted for use by your clients and easily incorporated with other information they want to give to their workers.

These fulfil all the regulatory communications, but we go one step further to help workers understand what pension saving means to them. This means fewer questions from workers about the scheme, saving you and your client from having to spend time explaining the basics.

See our communication materials

Dealing with payroll integration

NEST works seamlessly with any payroll software and middleware.

We’re now working closely with payroll providers to develop ‘web services’ that allow you to send data to NEST directly from payroll software.

By being able to manage day-to-day tasks without logging into NEST, you and your clients can save time and also benefit from faster processing and cleaner data.

See more about our payroll integration

Identifying which workers are eligible and making sure they’re enrolled

While our online functionality and tools simplify technical tasks like enrolments, we don’t perform worker assessment.

This means this could be a value-added service you can provide for all of your clients that use NEST, at every pay cycle.

Need a helping hand?

Our online help centre contains step-by-step guidance to using NEST. It can also help you explain to your clients what auto enrolment means for them and how NEST works.

Go to our help centre

Resources for professionals

We have a wide range of resources to help explain auto enrolment and NEST. These include how-to guides for you and templates your clients can use to meet their duty to inform their workers about auto enrolment.

Browse our library