Send pension data for the final 24/25 pay date

Before you proceed, send your pension data as normal for your last pay date of the 2024/2025 tax year on or before 5 April 2025.

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Set up new groups on the Nest portal and transfer your employees

Next, log in to your Nest portal and check the date ranges on your groups align to tax periods in the new tax year. For help with this, go to Nest support.

You don't need to take any further action if the dates already align to tax periods in the new tax year.

You need to create new groups with the correct dates set if they're not aligned to tax periods. If you'd like help with doing this, go to the Nest Employer help centre.

If you pay your employees weekly, set the pay frequency on any new groups to tax weekly in your Nest portal.

When you set up your new groups for weekly, fortnightly and four weekly, the first period of the tax year must use the following dates:

• Weekly - 06/04/2025 to 12/04/2025
• Fortnightly - 06/04/2025 to 19/04/2025
• Four weekly - 06/04/2025 to 03/05/2025

Transfer your employees into the new group after you set it up. You can find guidance on how to do this from the Nest Employer help centre.

We're unable to offer any support on using the Nest online portal. If you need any advice, contact Nest directly.

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Set up your new Nest group in PDX

Your next steps are to set up the new group in PDX.

Refresh your provider account in the Management Centre

Once your new group is in place with Nest, log into the management centre and refresh it.

1. Click Company then click Pensions Module Settings.
2. Click Open the Management Centre.
3. Enter your Email address and Password then click Sign In.
4. Click the Manage pension accounts tab.
5. Select your Provider account and click refresh.
6. When it's refreshed, click Please assign a company for the new group.
7. Assign the pension scheme to the required company.
8. Enter the date you last successfully sent pension data to your provider then click OK.

Import Pension Updates

If you've made any other changes to your Nest scheme, for instance you set new contribution rates, import these changes.

1. Click Payroll then click Import Pension Updates.
2. Click the Scheme Sync tab.
3. From Schemes to match, select the new group.
4. From Schemes in your payroll software, select the pension scheme you want to match.
5. Click Create Match.
6. Click Apply updates.

Send pension data and assign new groups

1. Update records for your first pay date in the new tax year.
2. Click Payroll then click Send Pension Data.
3. From Group Name, select the new group for each employee.
4. Click Submit.

Error C8 occurs when you assign new employee groups and click to submit your data. Find out what to do if you see error 'C8 The pay frequency cannot be matched to that of a Nest Group'.

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