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When setting up employer details for a client, the guidance is that they have to agree to the terms and conditions. Am I missing something in that have you actually got to meet client, connect to wifi, then get them to sit down in front of a computer, login to my NEST account, and watch them read and tick a box to say they agree.  I am sure there is an option for a client to set up within NEST themselves and do it then add me as a delegate but that is like trying to get Man Utd to play attacking football.

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the sea otter
By memyself-eye
11th Mar 2016 10:49

can you not

print the T&C's get the client to sign (and maybe even read) them and go from there?

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RLI
By lionofludesch
11th Mar 2016 10:54

Read

Getting them to read them is a bit of a stretch.   I don't read T&Cs myself.

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By Willwo01
11th Mar 2016 13:24

Aviva all online

You could use Aviva with clients: http://www.aviva.co.uk/business/pensions/advisers/ 

All online provided the client has an email address, the client just has to accept using a link on an email.

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By lindacarson
11th Mar 2016 13:25

There is a box at the right of the terms and conditions where you can ask nest to email them to the client.

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