1. 21 February 2019
NEST roadshow
Welcome

2. Introduction Roy Porter Assistant director, distribution
21 February 2019
Introduction
Roy Porter Assistant director, distribution
#nestontheroad

3. Agenda Welcome and introduction to the day Roy Porter
21 February 2019
Agenda
Welcome and introduction to the day Roy Porter
Getting ready for automatic enrolment Nigel Pettinger
Introduction to breakout sessions
Breakout sessions
Break
Breakout sessions continue
Keynote speaker Steve Webb MP, Minister for Pensions
A view from The Pensions Regulator: time for delivery Joanna Hancock, Design and Service Delivery Lead, Employer Compliance Regime
Q and A with representatives from NEST

4. Gauging the scale of automatic enrolment
21 February 2019
Gauging the scale of automatic enrolment

5. PAYE schemes by stage – Oct 2012 to Feb 2018
21 February 2019
PAYE schemes by stage – Oct 2012 to Feb 2018
These figures are from the Pensions Regulator reflect the numbers of PAYE schemes not the numbers of employers. Employers may have more than one PAYE scheme.

6. PAYE schemes - Oct 2012 to Feb 2014
21 February 2019
PAYE schemes - Oct 2012 to Feb 2014
These figures are from the Pensions Regulator and reflect the number of PAYE schemes not the number of employers. Employers may have more than one PAYE scheme.

7. PAYE schemes - Oct 2012 to May 2015
21 February 2019
PAYE schemes - Oct 2012 to May 2015
These figures are from the Pensions Regulator and reflect the number of PAYE schemes not the number of employers. Employers may have more than one PAYE scheme.

8. 21 February 2019
NEST’s ready to help

9. How are people using NEST ?
21 February 2019
How are people using NEST ?
12,000 non-managerial staff – high turnover, relatively low paid
2,000 staff in one business unit
5,000 people outside existing scheme

10. Who’s using NEST? ...and over 90 other major employers. BBC BT
21 February 2019
Who’s using NEST?
BBC BT
Capita Resourcing Ltd
Compass Group UK & Ireland
Gondola Group
The JSA Group
McDonald's Restaurants Ltd
The Rank Group Plc
Travelodge
...and over 90 other major employers.

11. Getting ready for automatic enrolment
21 February 2019
Getting ready for automatic enrolment
Nigel Pettinger
Director of customer services
#nestontheroad

12. DWP’s staging and phasing plans
21 February 2019
DWP’s staging and phasing plans
1 per cent employer contributions
2 per cent employer contribution
3 per cent employer contribution
Phasing
Employers with 250 or more staff
Employers with 50 to 249 staff
Employers with staff
Employers with fewer than 30 staff
Staging
Oct
2012
Feb
2014
Apr 2014
Apr
2015
Aug
2015
Oct
2015
Jan 2016
April 2017
Oct 2017
Oct 2018

13. Employer duties - who qualifies for what?
21 February 2019
Employer duties - who qualifies for what?

14. Understanding what employers need to do
21 February 2019
Understanding what employers need to do
Know the timelines – staging dates
Understand the regulations – TPR guidance
Get to grips with your legal duties
Set up your project team – including payroll
Assess your workforce structure
Review your current HR/payroll processes

15. 21 February 2019
Employer journey
First you have to understand what you need to do to meet your duties. TPR’s guidance will help you do this. You can find this at tpr.gov.uk
Then get ready to use NEST. Follow our five practical steps to get started.

16. Step 1: Get your plans in place
21 February 2019
Step 1: Get your plans in place
What is your implementation approach?
How will you communicate with your people?
How will you use waiting periods?

17. Step 2: Get your organisation ready
21 February 2019
Step 2: Get your organisation ready
Set up online
Employer information
Delegates
Groups and payment details
Make changes to your business
Communicate
Keeping workers informed
Statutory communications
Scheme communications

18. Step 3: Assess and notify your workers
21 February 2019
Step 3: Assess and notify your workers
Collect workforce data
Perform the assessment
Confirm enrolment approach
Deliver statutory communications
.... and plan re-assessments

19. Communications – who gets what?
21 February 2019
Communications – who gets what?

20. Employer notices

21. Step 4: Enrol your workers
21 February 2019
Step 4: Enrol your workers
Automatically enrol eligible job-holders
Identify workers who’ve opted in
Download and populate templates or create files
Upload member enrolment data
Record changes in HR / payroll

22. Step 5: Manage contributions and opt-outs
21 February 2019
Step 5: Manage contributions and opt-outs
Calculate and make deductions from payroll
Download and populate templates or create files
Submit a contribution schedule
Make payment, based on schedule
Manage opt-outs, cessations and leavers

23. Three ways for members to opt out
Online
Telephone
Post

24. Breakout sessions How to assess the investment approaches of schemes
21 February 2019
Breakout sessions
How to assess the investment approaches of schemes
#nestontheroad

25. 21 February 2019
Employer journey
First you have to understand what you need to do to meet your duties. TPR’s guidance will help you do this. You can find this at tpr.gov.uk
Then get ready to use NEST. Follow our five practical steps to get started.

26. The wider picture Dirk Paterson Head of corporate affairs
21 February 2019
The wider picture
Dirk Paterson Head of corporate affairs
#nestontheroad

27. Keynote speaker
Steve Webb MP, Minister for Pensions

28. The view from the regulator
Joanna Hancock, The Pensions Regulator

29. 21 February 2019
Questions and answers
Mark Fawcett, CIO Helen Dean, managing director scheme development
Nigel Pettinger, director of customer services
Graham Vidler, director of communications and engagement

30. Contact NEST - employers
21 February 2019
Contact NEST - employers
If you’re an employer:
us at
Call us on
If you’re an adviser:
us at
#nestontheroad

31. Legal information
© NEST Corporation All rights reserved. This information doesn’t constitute financial, investment or professional advice and shouldn’t be relied on. We don’t make any personal recommendation or give advice to employers and their workers on how to make investment decisions. If you’re considering using NEST you might want to talk with an appropriately qualified financial adviser. We don’t give any undertaking or make any representation or warranty that this document is complete or error free. We don’t accept responsibility for any loss caused as a result of any error, inaccuracy or incompleteness. Any form of reproduction of all or any part of these slides is not allowed.