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Pension and Capital Schemes
Pension and Capital Schemes Office
We specialise in pension and capital schemes, the aim of which is to build up the savings of employed people for their future pension. The support of our experts will allow you to safely implement one of the selected forms of savings or pension schemes. As part of our cooperation with our Clients, we support them at the scheme implementation stage, as well as during its ongoing management and monitoring. We provide substantive support in the area of activities necessary for the proper implementation of PPE, PPO or PPK (Employee Pension, Savings and Capital Schemes). In addition, our negotiations with financial institutions ensure that you obtain the most advantageous, often preferential conditions. We also educate scheme participants on the functioning of the scheme, principles of investing funds, as well as investment results.
- strategic advice and services to help minimise risk, optimise benefit structures and maximise employee engagement
- advice on administration of pension schemes or capital plans
- assistance in implementing changes required by law
- assistance in building benefits in a way that directly benefits the Clients, e.g. improved employee engagement,
- organisation of the process of changing the scheme manager, regardless of its form,
- periodic analyses and evaluations of the schemes' functioning.
offer addressed to
all Employers, who by virtue of the Act on Employee Capital Plans, are obliged to establish PPK, including but not limited to:
- private entrepreneurs (regardless of the type of business)
- public institutions (state and local government administration units, medical entities, public universities, etc.).
Pension schemes - PPE
Pension schemes are an attractive remuneration policy element for any employer. The basic contributions paid by the Employer mean a real increase in remuneration for Employees. They are a fundamental element of benefit policy and talent management. We want the solutions offered to our Clients to be like "tailor-made clothes", ideally adapted to the specifics and requirements of our Clients.
To this end, we constantly monitor and develop the market for pension schemes to build the latest solutions and implement innovative programmes. We do not believe in a one-size-fits-all solution. Working closely together, we help you understand current market dynamics, identify targets and load points, and then tailor your strategy to meet your business needs. Our approach delivers real, innovative solutions.
Employee Capital Plans - PPK
Employee Capital Plans are, by law, an obligatory element of the benefits package offered by Employers to their employees. The aim of PPK is to encourage Poles to make long-term savings, increase financial security and relieve the burden on the pension system (ZUS). Decisions related to launching PPK by the Employer require responsibility for actions taken and are connected with the risk of making a wrong choice. By engaging a professional advisor, you protect your own interests as well as your employees' savings in the programme.
The service provided by Pension and Capital Schemes Office of Mentor S.A. is based on recognising and defining the needs of the Employer and the social side, on the basis of which we review the offers of institutions managing PPK and recommend the most advantageous ones. When implementing PPK, we are at your disposal at every step, starting with support in developing criteria for selecting the managing institution, through analysis of offers submitted by managers, preparation of recommendations, successful conclusion of previously analysed and negotiated contractual terms, and ending with assistance in the information campaign for employees.
and Sales Offices
BydgoszczSales Office Mentor S.A.
Powstańców Wielkopolskich 10
85-090 Bydgoszcz tel: +48 52 321 48 03
tel2: 606 25 67 67
fax: +48 56 669 33 04
GdańskBranch Office Mentor S.A.
Aleja Grunwaldzka 163
80-266 Gdańsk tel: +48 887 043 188
KaliszBranch Office Mentor S.A.
Al. Wolności 10/11
62-800 Kalisz tel: +48 62 751 19 21
tel2: +48 887 042 876
KatowiceBranch Office Mentor S.A.
Porcelanowa 19 (building A)
40-246 Katowice tel: +48 32 730 22 19
tel2: +48 32 661 04 94
KrakówBranch Office Mentor S.A.
31-048 Kraków tel: +48 12 661 90 30
tel2: +48 12 626 16 47
ŁódźBranch Office Mentor S.A.
90-527 Łódź tel: +48 42 231 56 01
tel2: +48 725 258 810
LublinSales Office Mentor S.A.
Pana Balcera 6 lok. 105
20-631 Lublin tel: +48 81 533 39 32
PoznańBranch Office Mentor S.A.
61-816 Poznań tel: +48 61 842 71 84
tel2: +48 61 843 20 06
RzeszówBranch Office Mentor S.A.
35-311 Rzeszów tel: +48 17 283 94 20
tel2: +48 17 283 94 21
fax: +48 17 283 94 22
SzczecinBranch Office Mentor S.A.
Marii Konopnickiej 18/1
71-150 Szczecin tel: +48 91 489 13 41
tel2: +48 91 432 42 07
UkrainaAffiliated company Mentor S.A.
79018 Lwów, Ukraina tel: +38 050 370 14 83
tel2: +48 609 690 111
fax: +38 032 237 47 17
Warszawa IBranch Office Mentor S.A.
Bukowińska 10 lok. 98
02-703 Warszawa tel: +48 22 654 12 50
fax: +48 22 654 12 51
Warszawa IIBranch Office Mentor S.A.
02-677 Warszawa tel: +48 22 506 58 70
Ludwiki 4 lok A
01-226 Warszawa tel: +48 22 627 37 65
tel2: +48 22 627 37 66
WrocławBranch Office Mentor S.A.
53-019 Wrocław tel: +48 609 611 352
tel2: +48 71 343 12 21
fax: +48 71 342 43 61