Plan 2 student loan (UK 2026/27)

Plan 2 is the largest active UK student loan plan, covering anyone who started university in England or Wales between September 2012 and August 2023. The 2026/27 threshold is £28,470 — above that, you pay 9% of every additional pound, per pay period. Interest is variable between the inflation rate (RPI) and RPI + 3% depending on income. Loans write off 30 years after first becoming repayable. For most Plan 2 borrowers earning typical UK salaries, the loan effectively functions as a graduate tax: monthly deductions are predictable, and many balances aren't fully repaid before write-off.

Verified against 3 official sources · Last reviewed 7 June 2026
On this page
  1. Plan 2 mechanics (2026/27)
  2. Who has Plan 2
  3. Worked example — Plan 2 on £30,000
  4. Worked example — Plan 2 on £45,000
  5. Worked example — Plan 2 on £80,000
  6. Plan 2 + PGL
  7. Interest on Plan 2
  8. When Plan 2 writes off
  9. The salary-sacrifice optimisation
  10. Should I pay off Plan 2 early?
  11. Plan 2 abroad
  12. In short

Plan 2 mechanics (2026/27)

  • Threshold: £28,470 per year
  • Rate above threshold: 9%
  • Calculation: per pay period through PAYE

Monthly threshold: £28,470 / 12 = £2,372.50 Weekly threshold: £28,470 / 52 = £547.50

Each pay period, PAYE deducts 9% of earnings above the period threshold. The deduction is rounded DOWN to the nearest pound.

Who has Plan 2

You're on Plan 2 if you started higher education between September 2012 and August 2023 in England or Wales. This is by far the largest cohort of active UK student loan borrowers.

After August 2023, new starters in E&W moved to Plan 5. Scottish and Northern Irish students with start dates in this window are typically on Plan 4 or Plan 1 respectively.

Worked example — Plan 2 on £30,000

Annual: - Above £28,470 = £1,530 - 9% deduction = £138/year

Monthly: - £30,000 / 12 = £2,500 gross - Period threshold: £2,372.50 - Above: £127.50 - 9% × £127.50 = £11 (rounded down)

Annualised: £132. Small differences from the annual view are rounding-related.

Worked example — Plan 2 on £45,000

Annual: - Above £28,470 = £16,530 - 9% × £16,530 = £1,488/year

Monthly: £124. Combined with Income Tax + NI, total deductions on £45,000 are roughly £980/month.

Worked example — Plan 2 on £80,000

Annual: - Above £28,470 = £51,530 - 9% × £51,530 = £4,638/year

Monthly: £386. This is approaching the level where the full repayment over 30 years could clear most of a typical Plan 2 balance — high-earning Plan 2 borrowers are the cohort most likely to repay in full.

Plan 2 + PGL

Plan 2 plus Postgraduate Loan is a common combination for postgrad-qualified workers:

Salary Plan 2 (9% above £28,470) PGL (6% above £21,000) Total annual
£30,000 £138 £540 £678
£40,000 £1,038 £1,140 £2,178
£50,000 £1,938 £1,740 £3,678
£75,000 £4,188 £3,240 £7,428

Both are deducted from each pay period.

Interest on Plan 2

Plan 2 interest is the most complex of the active plans:

  • Base rate: RPI (Retail Price Index)
  • While studying: RPI + 3%
  • After graduation:
  • Income up to £28,470: just RPI
  • Income £28,470 to £52,000 (or higher equivalent): RPI + sliding margin
  • Above £52,000: RPI + 3%

The interest is added to your balance daily. The deduction stays at 9% above threshold — interest accrual doesn't change the monthly deduction.

For 2026/27, RPI is volatile, with reported figures varying through the year. The Student Loans Company publishes current rates monthly. Recent ranges have been 4–7% depending on phase.

When Plan 2 writes off

30 years from the April you first became repayable. For someone who graduated in:

  • 2014: write-off in April 2045
  • 2020: write-off in April 2051
  • 2023 (last Plan 2 cohort): write-off in April 2054

After write-off, the balance disappears. No further interest, no penalty, no credit impact.

Read more about write-off rules →

The salary-sacrifice optimisation

For Plan 2 borrowers near the threshold, salary sacrifice into pension is the highest-leverage move:

Example: £30,000 salary, Plan 2 borrower

Without sacrifice: - Above £28,470 = £1,530 × 9% = £138/year student loan

With 6% sacrifice (£1,800 to pension): - Threshold-relevant income: £28,200 - Below threshold → £0 student loan

The £1,800 sacrifice puts £1,800 into pension, saves £138 in student loan, plus ~£500 in Income Tax + NI. Net cost to take-home: roughly £1,160 for £1,800 in pension.

This effect amplifies for higher-rate Plan 2 borrowers earning above £50,270 — every £1 sacrificed saves 42p in Income Tax + NI plus 9p in student loan = 51p effective tax saved per £1 of pension contribution.

Read more about salary sacrifice →

Should I pay off Plan 2 early?

Generally not, for these reasons:

  1. 30-year write-off means many borrowers won't repay in full
  2. Interest doesn't change deduction — extra interest just sits on the balance, written off at year 30
  3. Money invested elsewhere often returns more than the Plan 2 interest avoided
  4. Cash flow flexibility preserved by not committing to overpayments

Exceptions: - You earn well above £50,000 and project to repay in full - You're near the write-off date with a small balance - You're moving abroad and want to clear UK debt before relocating

Always model specific circumstances; not advice.

Plan 2 abroad

If you move overseas:

  • You must declare income to Student Loans Company (SLC)
  • 9% above the equivalent local threshold is required
  • Failure to declare can result in penalty rates and aggressive collection

Many overseas Plan 2 borrowers comply via SLC's online account. The threshold equivalent is set per country (typically slightly above the UK threshold).

In short

Plan 2 student loans repay at 9% above £28,470 for 2026/27, per pay period. Applies to 2012–2023 starters in England and Wales — the largest active borrower cohort. 30-year write-off. Interest is variable RPI to RPI + 3% depending on income. Use the take-home calculator → to model. For the full reference, see the student loans hub →.

Frequently asked questions

When does Plan 2 write off?

30 years from the April you first became repayable. For someone who graduated in 2020, that's 2050. After write-off, any remaining balance is forgiven with no penalty, credit impact, or interest carry-forward.

What's the interest rate on Plan 2?

Variable. The base rate is RPI (Retail Price Index). On top of that, while you're studying you pay RPI + 3%. After graduation, the margin scales with income: 0% above the threshold up to RPI + 3% above a higher income marker. The Student Loans Company updates rates annually.

Will I fully repay my Plan 2 loan?

For most borrowers, no. Government modelling suggests around 25% of Plan 2 borrowers will repay in full. The rest pay 9% above threshold for 30 years and the remaining balance writes off. This is why early voluntary repayment often doesn't generate value.

Plan 2 + PGL — how does it work?

Plan 2 and Postgraduate Loan run in parallel. Plan 2: 9% above £28,470. PGL: 6% above £21,000. Both are deducted from each pay period if you qualify. Combined deduction at £40,000 is roughly £2,178/year.

Can I reduce my Plan 2 deduction?

Yes — salary sacrifice into pension reduces your threshold-relevant income. For borrowers just above £28,470, a 4-5% pension sacrifice can eliminate the deduction entirely. The contribution stays as pension savings while reducing your student-loan drag.

Does Plan 2 follow me abroad?

Yes. If you move overseas and earn above the overseas equivalent of the threshold, you must declare income to the Student Loans Company and pay 9% manually. Failure to declare can result in higher penalty-rate deductions.

Glossary terms used on this page

Quick definitions for the key terms above.

  • PAYE — The UK system through which employers deduct Income Tax and National Insurance from employees' pay before paying it to them.
  • 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 — Plan 2 student loans
  2. GOV.UK — Repayment thresholds and rates
  3. Student Loans Company

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

Last reviewed: 7 June 2026. Next review due 7 December 2026.
Recent changes: New page in student loans cluster covering Plan 2 specifics for 2026/27.

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.