Student loan guide

Plan 1 vs Plan 2 vs Plan 4 vs Plan 5 student loan repayment

Use this page when the main blocker is understanding which student loan threshold actually applies to your pay. The plan matters because the deduction starts at a different level for each route, which changes the real take-home effect of pay rises, bonus, and salary sacrifice.
Best for plan confusion before modelling deductionsSupports pay-rise and salary-sacrifice decisionsFeeds into the live student loan calculator

Who this helps

The repayment-plan question this page answers

This guide is best used before the student loan repayment calculator when you need to confirm whether payroll should be modelled as Plan 1, 2, 4, or 5.

Why plan choice matters before you rely on any take-home answer

Student loan deductions are only useful if the correct plan is applied. If the plan is wrong, the take-home result will be wrong too. That is why this guide sits ahead of the live calculator and the wider tax and payslip planner.

What this helps you decide

Plan 1 is still common for older borrowing

If undergraduate borrowing predates the newer English rules, Plan 1 may still be the payroll route to model.

Plan 2 remains the common higher-earning comparison

Plan 2 is still the threshold many users need when judging whether a pay rise or salary sacrifice move is worth it.

Plan 4 matters for Scottish borrowers

Scottish borrowing often sits on Plan 4, which has its own threshold and should not be assumed to behave like Plan 2.

Plan 5 can create earlier payroll drag

The lower threshold means pay rises can turn into deductions earlier than people expect, so the live take-home read matters more.

Common questions

What is the difference between Plan 1, Plan 2, Plan 4, and Plan 5?

The repayment rate is broadly similar across the main undergraduate plans, but the annual earnings threshold changes by plan and tax year. That is why the same salary can create very different payroll deductions.

Why does the plan matter when checking a pay rise?

Because the threshold decides when deductions start. A pay rise above a lower plan threshold can feel much weaker in take-home terms than the headline salary change suggests.

Should I use the live student loan calculator after reading this guide?

Yes. The live calculator is the right next step once you know the plan and want the deduction estimate in pounds rather than just a threshold comparison.

Does the same page cover postgraduate loans as well?

Postgraduate borrowing follows a separate threshold and rate, so it should be checked in its own flow rather than assumed to behave like Plan 1, 2, 4, or 5.