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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.

Plan documents

Our net-zero commitment

Read about our net-zero commitment.

pdf: 1137 kb
Your Guide

Your guide to the Tesco Retirement Savings Plan.

pdf: 957 kb
TRSP Information Leaflet

TRSP Information Leaflet (Three things you can do...)

pdf: 1304 kb
Illustrations

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.

pdf: 135 kb
Expression of wish to nominate beneficiaries – for those employed by Tesco

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

Expression of wish to nominate your beneficiaries – for those no longer employed by Tesco

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

Application form to join

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

pdf: 102 kb
Changing your contributions form

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

pdf: 755 kb
Form to stop your contributions

Use this form if you want to stop saving into the plan.

pdf: 777 kb

Investment documents

Your investment range

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

Other useful documents

SMART guide

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

SMART opt in form

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

pdf: 723 kb
Opt out of SMART

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

Tax year rates and allowances guide

This covers allowances which apply to saving for retirement.

pdf: 572 kb