James Nadal
1 minute length
Posted: 2nd May 2014

Why do IFAs recommend IRIS and NEST?

Based in Southampton, JMF Financial Services has been offering financial advice to businesses and businesses owners, as well as individuals for over 30 years. The team offer a full range of services to help their clients achieve their financial goals.

As more and more businesses start preparing for automatic enrolment, Jane is seeing an increase in the number of clients enquiring about suitable pension providers to help meet their needs.

“As a general rule, we usually recommend NEST to our clients” Jane commented. “The flexibility and ease of use NEST offers fits into our ‘plug and play solution’ approach. NEST suits many of our clients’ profiles and is quick and easy to get set up online which is a great benefit. The sign up process with certain other pension providers can be quite tedious, and we want our clients to have access to the most streamlined solution possible.”

“We have recently recommended NEST to a couple of clients who already use IRIS payroll software, as the data output taken from payroll can be easily transferred into NEST. Certain other payroll providers are quoting up to 25 week turnarounds for creating custom reports and this simply does not fit into the timeframe of many of our clients.”

Find out more about the IRIS AE Suite, the complete automatic enrolment solution.

Read the full case study.