If an employee chooses to leave the NEST pension scheme, you will need to enter an opt-out or cease date and exclude the pay element. To do this, follow the sections and steps below.
📌Note: An opt-out date can only be entered within 30 days of the status date; otherwise, enter a cease date.
Opt-out or cease
Click Pension, and then click Pension Control.
Find and select the required employee.
Click Edit, and enter an opt-out or cease date.
Click Save.
Exclude pay element
🤓Tip: You must enter an opt-out or cease date before excluding the pay element.
Click Payroll, and then click Employees.
Find and select the required employee.
Click Standard Pay, then find and select the NEST pension pay element.
Click Include/Exclude Pay Element, then click Yes.
Contribution export
On the next contribution export, after period end has been completed, the employee will have the opted-out status and will be read-only.
If the employee has given you a paper opt-out form, add the reference number to the export file.
📌Note: You do not need to enter a reference number if you have been notified via the NEST website.