Legal & General - MySU - My Scheme Updates

The enhanced system includes:

A simple and straightforward look and feel
Scheme dashboard with easy access to all available features
A simplified query resolution process providing users with all the relevant information and enabling a ‘self-service’ rectification process
Ability for all users to download reports on demand (Query report, Audit report, Completed submission report)
Enhanced application intelligence to support users from submitting inaccurate data
On screen tutorials to support users

Login help videos

We’ve created a simple and straightforward login process. These videos take you through the login journey, and also offer some helpful information, should you encounter any problems.

Login/Authentication

Login/Authentication Troubleshooting

New joiner support videos

You’re able to load new joiners, either via CSV file or by using our application directly. The following clips walk you through both options. We’ve also demonstrated how you can then manage your new joiner submission.

Adding new joiners – web application

Adding new joiners – CSV upload

Managing your Joiner submission

Contribution help videos

As with new joiners, you can also submit your contributions through our application, or by uploading a CSV file.

Uploading contributions using CSV file

Managing your contribution submission

If you've historically relied on creating contributions using data held by Legal & General, we've created some additional support to help answer any queries you might have on how this process works in MySU

Resolving queries

Once you’ve uploaded a file, you may be presented with one or more queries about the information provided. Here we’ll walk you through the types of query that may be raised, and how you can manage them.

Resolving ‘Expected members not received’ queries

Resolving ‘member not allowed’ queries

Resolving ‘Partial match identified’ queries

Resolving record format queries

Resolving ‘member unknown to Legal & General’ queries

My Scheme Updates guide

My Scheme Updates guide

This document has been designed to assist you with the preparation of the joiner and contribution information that you will send to us as part of administering your Workplace DC Pension.

My Scheme Updates guide My Scheme Updates guide