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Tesco Retirement Savings Plan

All the forms and documents you need

Smiling Tesco driver carrying box of groceries

There are plenty of additional documents available to help you understand how your plan works, the benefits it offers, your options at retirement and much more. Click on the link below to open the document you need:

Plan documents

Our Net-Zero Commitment

Read about our net-zero commitment.

Our Net-Zero Commitment - opens in new window pdf: 1200 kb
Member Guide

Your guide to the Tesco Retirement Savings Plan.

Member Guide - opens in new window pdf: 1076 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 pension savings over time.

Illustrations - opens in new window pdf
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, please use this form to let us know who would like to nominate as a beneficiary in the event of your death.

Application To Join Form

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

Application To Join Form - opens in new window pdf
Changing Your Contributions Form

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

Changing Your Contributions Form - opens in new window pdf
Stop Contributions Form

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

Stop Contributions Form - opens in new window pdf

Investment documents

Investment Guide

Your guide to Investment Options in the Tesco Retirement Savings Plan.

Investment Guide - opens in new window pdf: 1401 kb
Tesco Lifestyle Cash Option

The Tesco Lifestyle Cash Option is designed for members who intend to take all of their retirement savings as cash quite soon after retiring.

Tesco Lifestyle Regular Income Option

Designed for members looking to use their retirement savings to buy a guaranteed regular income (pension) and take their tax free cash at their target retirement age.

Tesco Lifestyle Drawdown Option

Designed for members who intend to leave their savings invested beyond their target retirement age, with the intention of taking their savings a bit at a time over a long period.

Tesco Index-Linked Gilts Fund

Fund factsheet with information about Tesco Index-Linked Gilts Fund.

Tesco Annuity Target Fund

Tesco Annuity Target Fund invests in the bonds of governments and of different companies from around the world.

Tesco Shariah Fund

Tesco Shariah Fund invests in the shares of different companies from around the world.

Tesco Ethical Fund

Tesco Ethical Fund invests in the shares of many hundreds of different companies from around the world.

Tesco Corporate Bond Fund

Tesco Corporate Bond Fund invests in the bonds of many hundreds of different companies from around the world.

Tesco Cash Fund

Tesco Cash Fund invests in different types of cash assets, which include deposits in banks and other financial institutions.

Tesco Diversified Fund

Tesco Diversified Fund invests in the shares, bonds and properties of different companies from around the world.

Tesco Equity Fund

Tesco Equity Fund invests in the shares of many hundreds of different companies from around the world.

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.

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.

How do I change my investments?

There are a number of ways you can change your investments.

Tax guide

This covers allowances, such as the annual and lifetime allowances, which apply to saving for retirement.

Tax year rates and allowances guide - opens in new window pdf: 1200 kb