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How to send pension data to NEST - Online submissions

If your pension provider is NEST, you can easily set up a pension scheme and send your required submission files to NEST. You no longer need to create and upload CSV files to them.

Preperation

Before you can start using the NEST online submission feature, you must complete a few preparation steps to ensure the pension information matches the pension details you’ve set up on your NEST online account.

To send your pension submissions directly to NEST

  • 1. In the Completed Pay Run summary click Pension submissions, then click View Submission Details. A summary of your employees’ pension details and contributions appears for you to review. If any any warnings that appear you must correct these by clicking Edit Employee.
  • 2. Click Submit online.
    If you’re sending online pension submissions for the first time, you must enter your Sage login details. first.
  • 3. When prompted, click Submit.
  • 4. Once your online submission is successfully sent to NEST, the following message appears in the Pension submissions section:

‘The NEST pension values were successfully submitted’

If you receive an error message at this stage, you must correct it before attempting the submission again.

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