Pension Fund Configuration

  1. Go to the Pension menu and select ‘Configure Pension Fund’.

  2. Select the Scottish Widows pension fund and choose ‘Edit’.

  3. On the Create/Edit Pension Fund Details screen, select the Output Files tab and in the File Output field, select Scottish Widows V3.

  4. In the Include field, select ‘All employees’ (unless you have been told to use a different option by Scottish Widows).

  5. Select ‘OK’.