Redundancy and pension

Redundancy and pension intersect in three important ways. First, your workplace pension contributions stop when employment ends — but the accumulated pot is yours and stays invested. Second, sacrificing part of an above-£30,000 redundancy package into pension before termination is one of the highest-value tax moves available in UK personal finance — both Income Tax and NI are saved. Third, defined benefit scheme rights accrue to date and are preserved, sometimes with redundancy- triggered early access provisions. This page covers all three, plus the planning that maximises each.

Verified against 5 official sources · Last reviewed 12 June 2026
On this page
  1. What happens to active contributions
  2. The pension-sacrifice optimisation — the biggest move
  3. Constraints on pension sacrifice
  4. The pension access timing question
  5. Defined benefit (DB) pensions
  6. Active pension during notice period
  7. Auto-enrolment and the new employer
  8. Practical sacrifice request
  9. Practical checklist
  10. In short

What happens to active contributions

Workplace pension contributions stop at the termination date. Both your contributions and your employer's stop simultaneously. The implications:

  • No more employer matching going forward (unless you have a new employer's scheme)
  • No more salary-sacrifice tax saving on regular contributions
  • Your accumulated pot stays where it is — invested in the same fund choices
  • The pension scheme continues to charge fees (typically 0.3-0.8% per year)

You have three options for what to do with the pot:

  1. Leave it in the previous employer's scheme — easiest, no action required. Some schemes have higher fees for ex-employees.
  2. Transfer to a new employer's scheme — usually free, but the new scheme's investment options may be different.
  3. Transfer to a SIPP (Self-Invested Personal Pension) — more investment choice, sometimes lower fees, but more responsibility.

The right choice depends on the scheme's quality, fees, and your investment preferences. Pension Wise (free 60-minute session for over-50s) is a good starting point.

The pension-sacrifice optimisation — the biggest move

For any redundancy package exceeding £30,000, sacrificing the above-threshold portion into pension is typically the highest-value tax move available.

How it works:

  1. Before termination, you ask your employer to redirect part of your above-threshold redundancy into your workplace pension
  2. The redirected amount goes to pension instead of being paid out
  3. Both Income Tax AND National Insurance are saved on the sacrificed amount
  4. The pension contribution counts against your annual allowance (£60,000 for 2026/27)

The tax saving for a higher-rate earner:

A £75,000 redundancy package (£30,000 tax-free + £45,000 above-threshold):

Without sacrifice: - £30,000 tax-free - £45,000 above-threshold at 40% = £18,000 Income Tax - Net redundancy: £75,000 - £18,000 = £57,000

With £45,000 sacrifice (assuming annual allowance headroom): - £30,000 tax-free (cash) - £45,000 sacrificed → goes to pension before any tax - Tax: £0 on the sacrificed portion - Net redundancy: £30,000 (cash) + £45,000 (in pension)

Effective tax saving: £18,000 — versus taking it all as cash.

For an additional-rate earner (45% tax), the saving on the same £45,000 sacrifice would be £20,250.

Constraints on pension sacrifice

Three things limit how much you can sacrifice:

1. Annual allowance — £60,000 for 2026/27

Total contributions for the year (employer + employee + sacrificed redundancy) cannot exceed £60,000 without triggering an annual allowance charge.

If you've already had substantial contributions during the year, your sacrifice headroom may be smaller.

2. Tapered annual allowance — for high earners

If your adjusted income exceeds £260,000 in the tax year, the annual allowance tapers by £1 for every £2 of income above £260,000, down to a minimum of £10,000 at £360,000+.

Big redundancy packages can push total income into the tapered band, reducing your sacrifice headroom in the same year you're trying to use it.

3. Carry forward — up to 3 prior years' unused allowance

If you have unused annual allowance from the previous 3 tax years, you can carry it forward to increase this year's headroom. For someone with low recent pension contributions, this can mean up to £180,000 of total contribution capacity in one year (this year's £60k + 3 years × £40k from prior years' tapered allowance, though the prior 3 years also have to have been unused).

The pension access timing question

Sacrificing into pension means the money is locked up until you can access it:

  • DC pensions: age 55 (rising to 57 in April 2028)
  • DB pensions: scheme-specific, typically 55-60
  • Earlier access in cases of serious ill-health

If you're 40 and you sacrifice £45,000 into pension, the money is locked for 15+ years. The tax saving of £18,000 is real, but the cash isn't accessible.

For over-55s, the lock-up window is much shorter and the trade-off shifts strongly toward sacrifice.

Worked timing comparison

A 45-year-old higher-rate taxpayer with a £60,000 redundancy package (£30k tax-free + £30k above-threshold):

Option A — take it all as cash: - £30,000 + £18,000 (= £30k × 0.6) = £48,000 net immediately - Invested at 5% real return for 10 years: ~£78,000 at age 55

Option B — sacrifice £30k into pension: - £30,000 cash (£30k tax-free portion) - £30,000 in pension, growing tax-free - At 5% real return for 10 years: pension worth ~£48,900 - 25% tax-free at age 55: £12,225 + £36,675 taxable

At age 55, Option A: £78,000 net. At age 55, Option B: £30,000 (already taken) + £12,225 (tax-free pension) + £36,675 × ~0.8 if drawn at basic rate = £71,565.

For mid-career earners, the cash-now option often wins narrowly when investment returns are factored in. The sacrifice becomes more attractive (a) at higher tax rates, (b) for older workers closer to access age, (c) if the cash would otherwise be spent rather than invested.

Defined benefit (DB) pensions

If you're in a DB scheme, redundancy doesn't change the pension you've earned to date — your accrued rights are preserved.

Some DB schemes have specific redundancy provisions:

  • Early retirement option: access DB pension at 55+ without the usual actuarial reduction
  • Enhanced redundancy linked to scheme: some employers offer additional pension top-ups as part of redundancy package
  • Cash equivalent transfer value (CETV): option to transfer DB pension to a SIPP — usually inadvisable but available

If you have a DB pension and are made redundant, ask the scheme administrator specifically about redundancy-triggered options. The DB scheme rules are scheme-specific and often more generous than the standard contractual redundancy.

Active pension during notice period

If you're working your notice (not PILON), pension contributions usually continue at the same rate. Same for garden leave.

If you're on PILON (employment ends immediately), pension contributions stop at termination. The PILON itself is fully taxable and doesn't carry pension matching.

Tip: if your employer offers PILON but you want pension matching for the notice period, you can sometimes negotiate "working notice" instead and keep contributions flowing. Discuss with HR.

Auto-enrolment and the new employer

When you start a new job, auto-enrolment kicks in once your earnings exceed £10,000 per year. You'll be enrolled into the new employer's workplace pension automatically, typically within 3 months.

You can consolidate your previous workplace pensions into the new scheme if it accepts inbound transfers — usually free, but check fees. Or leave them in their respective schemes if the investment options are reasonable.

Practical sacrifice request

To set up pension sacrifice on your redundancy:

  1. Confirm pension scheme accepts large lump-sum salary sacrifice contributions (most workplace schemes do; some have caps)
  2. Confirm annual allowance headroom with your scheme provider — they may have a calculation tool
  3. Request the sacrifice in writing to HR/payroll — must be agreed before termination
  4. Verify the redundancy offer breakdown explicitly shows the sacrificed portion going to pension
  5. Check the final payslip confirms the sacrifice executed correctly

Time is the constraint — once termination happens, sacrifice is no longer possible. Get the agreement signed during the consultation period, not at the last minute.

Practical checklist

  1. Identify your above-£30,000 redundancy portion — that's the sacrifice candidate
  2. Check pension annual allowance — typically £60,000, less if you've contributed heavily already or if income exceeds £260,000
  3. Calculate the tax saving — your marginal rate × the sacrificed amount
  4. Weigh cash-now vs pension based on age, alternative investment returns, and access timeline
  5. Request sacrifice in writing during consultation, not at termination
  6. Consider DB scheme options if you have one — redundancy-triggered early access can be valuable
  7. Audit pension consolidation afterwards — multi-scheme situation may simplify with consolidation

In short

Pension sacrifice on the above-£30,000 redundancy portion is typically the single highest-value tax move available — saving 28-47% in Income Tax + NI depending on your tax band. Constrained by the £60,000 annual allowance (or tapered amount for high earners) and the pension access age (55, rising to 57). Defined benefit schemes have their own provisions worth checking. For the broader cluster see the redundancy hub → and redundancy tax →.

Frequently asked questions

What happens to my workplace pension when I'm made redundant?

Active contributions (yours and the employer's) stop on the termination date. The accumulated pot stays in the scheme, invested in your name. You can leave it in the scheme, transfer it to a new employer's scheme, or transfer it to a SIPP (Self-Invested Personal Pension).

Can I put my redundancy into my pension?

Yes — via salary sacrifice before the redundancy is paid. This is the single most valuable tax move available on a large package. The sacrificed amount skips Income Tax + NI entirely, and the cash goes to your pension instead of being paid out. Must be arranged with the employer before termination.

How much can I sacrifice into pension?

Up to the pension annual allowance (£60,000 for 2026/27) per tax year. This includes employer contributions, your own contributions, and any redundancy sacrificed in. If your total income exceeds £260,000, the annual allowance tapers down to a £10,000 minimum.

What's the tax saving on pension sacrifice?

For a higher-rate taxpayer (40% Income Tax + 2% NI on the slice above the higher-rate threshold): every £1,000 sacrificed saves £420 in Income Tax + NI. For additional-rate (45% + 2% = 47%): £470 per £1,000. For basic-rate (20% + 8% = 28%): £280 per £1,000.

Will I have to pay back the redundancy if I leave the pension scheme?

No. Once sacrificed in, the redundancy is yours and grows tax-free until you access it. Leaving the workplace pension scheme doesn't trigger any recovery — your previous employer's contributions stay yours.

Can I access the pension immediately after redundancy?

Only if you're 55 or older (rising to 57 from April 2028). Defined contribution pensions are locked until that age. Defined benefit schemes sometimes have earlier access ages (typically 55) and may have redundancy-triggered early-retirement provisions.

What about my defined benefit pension?

Accrued DB rights are preserved at the date of leaving — you'll get the pension you've earned to date when you retire. Some DB schemes have specific redundancy-triggered provisions that allow earlier access without the usual actuarial reduction. Check with the scheme administrator.

Glossary terms used on this page

Quick definitions for the key terms above.

  • Annual allowance — The maximum amount you can contribute to UK pensions each tax year and still receive tax relief — £60,000 in 2026/27, with tapering for incomes above £260,000.
  • Tapered annual allowance — A reduced pension annual allowance for high earners — kicks in above £260,000 of adjusted income, reducing the standard £60,000 allowance down to £10,000 at £360,000.
  • Salary sacrifice — An arrangement where you give up part of your gross salary in exchange for a non-cash benefit (most commonly pension contributions), reducing your Income Tax and National Insurance.

Sources

All figures on this page are sourced from official UK government publications. We don't cite secondary commentary or other calculator sites.

  1. GOV.UK — Tax on pension contributions
  2. GOV.UK — Tapered annual allowance
  3. HMRC — Tax on termination payments
  4. Pension Wise (free guidance for 50+)
  5. MoneyHelper — Workplace pension

All tax figures on this page use the same configuration that powers our calculators — see our editorial standards for the review process.

Last reviewed: 12 June 2026. Next review due 12 December 2026.
Recent changes: New long-tail page covering the redundancy-pension interaction including pension sacrifice optimisation.

Disclaimer: This page provides general information based on published HMRC and gov.scot figures. It is not personal tax or financial advice. For your specific situation, please consult a qualified accountant or contact HMRC directly.