Using Nest

Nest Connect puts you in control

You can manage tasks for all your clients through a single log-in, making it quicker and easier to administer multiple companies. Best of all, it’s completely free of charge.

Nest Connect offers lots of smart functionality, tools and templates, so you can:

• easily view and manage all your client accounts
• provide different levels of service, from setting up their Nest account to ongoing management
• add unlimited colleagues to help with administration
• offer a timely, cost-effective service to employers

Giving your clients what they need

You can take on as much or as little of the administration as you and your clients agree on, whether you’re helping them set up their Nest account or managing their entire payroll process.

Manage the pension process

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.

Help with specific, regular tasks

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

Provide advice and oversight

If your client wants to manage the scheme themselves while asking you to make sure it’s running smoothly for them, opt for ‘read-only access’. This allows you to give your clients the help they need without spending time on administrative tasks they can manage themselves.