Upload Scottish Widows V3 File

If you have chosen Scottish Widows to assess your employees and send the pension communications to them, you must ensure the Configure Pension Fund Details > Output Files > Include field is set to ‘All employees’.

  1. Login to AssistMe.

  2. On the main screen, in the Notifications section, next to the Please upload full data for [pay group name] pay group, select ‘Go’.

  3. Select Process data file and browse to the location in your payroll where the Scottish Widows V3 output file was created and select Upload.