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How do I add or change my nominated beneficiary?

A nominated beneficiary can be a particular person, several different people, your favourite charity or any other organisation you’d like to see benefit.

You can add or edit your nominated beneficiary by logging into your online account.

When you log into you NEST account, click ‘Edit your profile’.

Then click ‘Nominated beneficiaries’.

To add a new beneficiary, click ‘Add new beneficiary’. If you’d like to edit any details of your current nominated beneficiary click ‘Edit’ and to remove them click ‘Delete’.

You’ll need to add details for your chosen person or organisation such as their name, relationship with you and their address. You’ll also need to include the percentage of the pot value you’d like to give them.

You’ll be able to add one beneficiary at a time. If you’d like to add more than one beneficiary, you’ll need to put a total of 100 per cent for the first beneficiary. Each time you add more beneficiaries, you’ll have to adjust the percentages so that they add up to 100 per cent in total.

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