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  • auto enrolment & NEST
    are you compliant?

Pensions Reform – Are you ‘NEST’ Compliant?

The National Employment Savings Trust (NEST) was set up by the government to ensures that every employer has access to a workplace pension scheme that meets the requirements of the government's workplace pension reforms, under the Pensions Act 2008. It is also commonly known as ‘Auto-Enrolment’.

How we can help?

We can provide realistic solutions for our clients to ensure you are compliant with Auto-Enrolment and take the sting out of the potential costs surrounding it. Whilst helping build solutions we can also deliver effective process and communication, turning the complex and costly legislation into a valuable Employee Benefit.

For more information on Auto Enrolment and NEST please contact us or refer to the official NEST website:

Independent Financial Advisors

At CMS we appreciate every client is different. We understand the basic objective relating to any corporate advice is staff satisfaction and understanding. We have clients spread throughout the UK, with businesses ranging in size from 5 to 500 employees.


We can create a bespoke financial plan for your business's future, designed to provide exactly what you require


Dealing with all providers we are able to offer the best value package designed just for your needs


Directly authorised and regulated by the Financial Conduct Authority

Years of Experience

Established in 1966 in the city of London, we have years of experience of the markets in all conditions

I first met with David in respect of my personal pension arrangements. I was quite pleasantly surprised at the interest he took in myself as an individual, and over the subsequent years he has been extremely pro-active in proposing changes to both my investment policy and my contribution strategy with a view to maximising my fund in readiness for retirement. No matter when or what I asked for, he and his organisation responded with full detail and without delay. In conclusion and in these troubled times, especially in the financial world, I would not hesitate to recommend David and his capable and competent team for your pension requirements.

Peter Hill

I was first recommended to CMS Financial Management by my longstanding company accountant and it couldn’t have been a better recommendation. Dave Marler and his team have been exceptionally helpful if assisting with my financial planning and that of my wife. They have provided a service above our expectations and have delivered for us what was said on the tin. I continue to have great confidence in the regular advice that we receive.

Bob Langton

CMS Financial Services have always provided a professional service and made sure I was aware of any ‘Hidden Extras’. They consolidated my pensions and managed to wind up a quite complex old pension plan.
I have no problem recommending them highly.

Mark Roberts



CMS Financial Management Ltd.
Prospect House, Baynards Green
Bicester, Oxfordshire OX27 7SG



01869 345588