All the forms and documents you need
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:
Read about our net-zero commitment.
Your guide to the Tesco Retirement Savings Plan.
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.
If you are currently employed by Tesco, please click here to update your nomination of beneficiary in the event of your death.
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.
Use this form to make an application to join the Plan.
Use this form to apply to change how much you save.
Use this form if you want to stop saving into the Plan.
Your guide to Investment Options in the Tesco Retirement Savings Plan.
The Tesco Lifestyle Cash Option is designed for members who intend to take all of their retirement savings as cash quite soon after retiring.
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.
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.
Fund factsheet with information about Tesco Index-Linked Gilts Fund.
Tesco Annuity Target Fund invests in the bonds of governments and of different companies from around the world.
Tesco Shariah Fund invests in the shares of different companies from around the world.
Tesco Ethical Fund invests in the shares of many hundreds of different companies from around the world.
Tesco Corporate Bond Fund invests in the bonds of many hundreds of different companies from around the world.
Tesco Cash Fund invests in different types of cash assets, which include deposits in banks and other financial institutions.
Tesco Diversified Fund invests in the shares, bonds and properties of different companies from around the world.
Tesco Equity Fund invests in the shares of many hundreds of different companies from around the world.
Other useful documents
Your guide to reducing the tax and National Insurance you pay as a member of the Plan by Saving through SMART.
Please complete this form if you wish to save through 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.
There are a number of ways you can change your investments.
This covers allowances, such as the annual and lifetime allowances, which apply to saving for retirement.