The Oak Investment Partnership Ltd

Hidden mission statement
http://oakinvestmentpartnership.co.uk/

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The Oak Investment Partnership is an employee-owned company whose primary purpose is to provide a stable, long-term home for financial services companies that focus on providing an excellent and continually improving service to clients over the very long-term. The Partnership was established in West Oxfordshire in 1992 and is currently home to three partner companies: Wise Investment, Wise Funds and Evenlode Investment. The Oak Investment Partnership is owned by its employees through an Employee Ownership Trust. The trust comprises of four trustees, with three partner company representatives and one partnership board representative. Partner company trustees are re-elected every three years and any member of staff can put themselves forward as long as they have at least three years permanent service. They see themselves as a family-firm and their ethos is to care; for their clients, for each other and for the business. They operate a 'one-team' approach where they consider themselves to be on the same side. In this environment people are encouraged to say what they think and to offer up ideas and opinions about the business and the way they work. The more people give, the more they get. The more people invest themselves in the Partnership, the more they will get out of it in terms of job satisfaction, reward and opportunities.

Featured Workplace Factors

Giving Something Back

98% of staff agreed

My organisation encourages charitable activities

Partners are rewarded for the success of the organisation over the course of the year through the Partnership profit share. The profit share is done as a percentage of salary paid out in November, to all Partners who have been working for the Partnership for at least 1 year.


My Company

91% of staff agreed

I feel proud to work for this organisation

The Partnership aims to have a beneficial influence on the local community and wider society in which they operate. Last year they finalised their charitable framework which centres around the goal to raise £1m over the next decade through a mixture of Partner volunteering, fundraising and charitable giving.

Leadership

89% of staff agreed

The leader of this organisation runs this organisation based on sound moral principles

The Partnership aims to have a beneficial influence on the local community and wider society in which they operate. Last year they finalised their charitable framework which centres around the goal to raise £1m over the next decade through a mixture of Partner volunteering, fundraising and charitable giving.

Quick Facts

Organisation established in
Total number of employees
Number of UK locations
Employee average age
Male : Female employee ratio
Employees earning £35k+
Employee turnover (voluntary)

Benefits

Pensions

Companies offering a final salary scheme to all employees, or one in which the employer's contribution is at least 5%.

Private Healthcare

Companies offering private health insurance to all employees.

Women in Senior Management

At least 40% of senior managers are women.

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