Using Nest Connect

As a ‘full access delegate’ you can manage the whole process for your client from set-up and enrolments to managing statutory communications, contributions and payments. It’s the type of service you can offer on its own or as part of an integrated employee benefits or payroll package to your clients.

Many employers will want to set up Nest themselves and then hand over the day-to-day running of their account to someone else. As a ‘general delegate’ you can put together contributions schedules and payments and administer new enrolments and opt-outs. It allows you to offer a suite of selected services that your clients can use in a way that meets their needs.

Your clients might want to manage the scheme themselves but ask you to make sure it’s running smoothly for them. This could be particularly useful for employers using certification when they’re required to review the earnings basis and contributions and deal with record keeping. If you’re a ‘read-only delegate’ it allows you to keep giving the detailed high-level advice your clients need without spending time on administrative tasks they can manage themselves.