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BIG DECISIONS BASED ON EXPERIENCE

Esaliens TFI SA has been operating on the Polish capital market since 1998. Originally, the company operated as Towarzystwo Funduszy Inwestycyjnych Banku Handlowego SA, and from 2006 to 2017 as Legg Mason TFI SA. Now, using the experience and best practices we have gathered and developed over 20 years, we combine the flexibility, efficiency and ethics of a private firm with the operational security typical of large multinational corporations. A key part of our business is managing pension schemes for corporate clients. We are among the leaders in this field, having offered statutory pension schemes from the very moment they were introduced in Poland.

WHAT CAN WE OFFER TO EMPLOYERS?

         20 YEARS OF EXPERIENCE
 implementation, administration and operation of group pension plans (PPE, PPO).
         
      MAXIMUM FACILITATIONE
We develop a comprehensive process for both the employer and employees, from in-depth analysis of needs and solution concepts to processing of participants’ declarations and day-to-day service.
         
      EXCELLENT EXPERTISE
Our competent, well-established staff ensures expert service on every stage of the pension plan implementation process. Every member of our team can boast years of experience working with corporate management boards, HR divisions, and financial and operations departments.
         
      LEGAL SUPPORT
We draw up the legally required documentation free of charge.
         
      OPERATIONAL SAFETY
Esaliens TFI meets stringent security requirements, which allows us to enjoy lasting and successful relationships with high-end multinational corporations, particularly from the financial sector.
         
      USER-FRIENDLY APP
For HR divisions to handle PPK.

OUR VALUES

why esaliens tfi

OUR CLIENTS INCLUDE

  • Accord Healthcare Polska Sp. z o. o.
  • Aspen Polska Sp. z o. o.
  • BNY Mellon (Poland) Sp. z o. o.
  • Citibank Europe Plc Oddział w Polsce
  • GlaxoSmithKline Pharmaceuticals SA
  • IKEA group companies
     
  • Economic Activity Unit of the Mertropolitan Curia in Krakow
  • Pratt & Whitney Rzeszów SA
  • PGE Dystrybucja SA
  • PZL Mielec Sp. z o. o.
  • Tauron Dystrybucja SA
  • Tauron Wytwarzanie SA
  • Węglokoks SA

WE ARE BOTH A PARTNER AND ADVISOR

  • of compensation, benefit and HR teams,
  • of strategic sector companies (e.g. pharma, finance, energy).

WE MANAGE THE OLDEST

Employee Pension Scheme in Poland (since 1999).

4 mld

ASSETS MANAGED*

Including PLN 2.5 billion for our clients’ retirement goals.

16%

OF MARKET SHARE**

We are the largest non-state owned provider of Employee Pension Schemes with an investment fund in Poland.

* Source: Polish Financial Supervision Authority’s report “Pracownicze Programy Emerytalne w 2017 roku” (Employee Pension Schemes in 2017), updated on 28 June 2018. The indicated market share includes PPE in the form of contracts with investment funds.
**As at 28 Feb 2019

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