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Forms and documents to help you

There are a variety of helpful documents available to support your understanding of how your plan works. These resources explain the benefits it offers, your options at retirement, and more.

To access a document, select the appropriate link from the list below. Each link will open the document in a new window or tab.

Your Guide

A guide to the Tesco Retirement Savings Plan that explains how the plan works, how to join, how much you and Tesco can pay in, how your savings are invested, what charges may apply, and how you can take your savings at retirement.

Find out more

TRSP Information LeafletOpens in new tab

A quick, practical leaflet outlining simple actions you can take to make the most of the Tesco Retirement Savings Plan - such as checking your contributions, reviewing your investments/retirement age, and understanding your retirement options.

Download pdf: 1304 kb


IllustrationsOpens in new tab

Examples to show you what you might get from your plan in today’s terms and explain how charges, transaction costs and investment performance could impact your retirement savings over time.

Download pdf: 135 kb


Expression of wish to nominate beneficiaries – for those employed by TescoOpens in new tab

If you are currently employed by Tesco, please go to Our Tesco to update your nomination of beneficiary in the event of your death.


Application form to joinOpens in new tab

Use this form to make an application to join the plan.

Download pdf: 102 kb

Expression of wish to nominate your beneficiaries – for those no longer employed by TescoOpens in new tab

If you are no longer employed by Tesco, simply log in to your online account and select Nominate Beneficiaries to let us know who would like to nominate as a beneficiary in the event of your death.

Changing your contributions formOpens in new tab

Use this form to apply to change how much you save.

Download pdf: 755 kb


Our net-zero commitmentOpens in new tab

Read about our net-zero commitment.

Download pdf: 1137 kb


Your investment range

Information on the investment funds available to you can be found on L&G - Your investment range

SMART guide

Your guide to reducing the tax and National Insurance you pay as a member of the plan by saving through SMART.

Download pdf: 532 kb


SMART opt in form

Please complete this form if you wish to save through SMART.

pdf: 723 kb


SMART Opt-out form

Only complete this form if you do NOT want to take part in SMART. This form is not for opting-out of the Plan.

pdf: 710 kb


Tax year rates and allowances guide

This covers allowances which apply to saving for retirement.

 pdf: 572 kb