Frequently asked
questions!

1. How does Yoke price its outsourced operations service?

Yoke prices its support on a monthly subscription basis. This gives advisers a clear, predictable structure for accessing ongoing operational management rather than paying for disconnected one-off tasks.

2. Do financial advisers pay a subscription for Yoke’s service?

Yes. Yoke’s service is delivered through a subscription model agreed at the start of the relationship. This is designed to provide consistency in both support and cost.

3. How is the Yoke subscription fee calculated?

The Yoke subscription fee is based on the adviser’s client numbers. This allows the pricing to reflect the size of the business and the level of operational support required. We also provide a cost analysis showing the value of Yoke’s service in the context of your turnover and funds under management.

4. Is the subscription renewed annually?

Yes. The subscription is set at the start of the service and renewed annually. This gives firms clarity and helps support a long-term operational partnership.

5. Why does Yoke use an all-in subscription model for financial advisers?

Yoke uses an all-in subscription model because it gives financial advisers predictable costs, reliable support, and a more embedded service structure. It also reflects the fact that strong operational delivery depends on ongoing support across paraplanning, administration, and client servicing.

6. Is new business included in the subscription?

Yoke’s subscription covers year-round client servicing support. Where new business or one-off pieces of work arise outside the agreed servicing scope, these are priced on an ad hoc basis at the time they are needed. We provide quotations for all new business work for each adviser or planner to agree prior to completion. 

7. What is included in Yoke’s monthly subscription?

Yoke’s pricing is designed to provide a fully proactive outsourced paraplanning and administration service for financial advisers. It includes pre- and post-administration, implementation support, paraplanning, research, report writing, any required cashflow planning support, adviser updates, business register updates, and the wider operational requirements needed to support ongoing client servicing.