Plan 4 student loan (UK 2026/27)

Plan 4 is the Scottish student loan plan, issued through SAAS (Student Awards Agency Scotland) to anyone who started university with a Scottish loan from 2017 onward. The 2026/27 threshold is £32,745 — the highest of any UK plan — with the standard 9% rate applied above it. The high threshold means lower-paid Scottish graduates make no repayments at all for longer than English borrowers on Plans 1, 2 or 5. The trade-off: Plan 4 interest follows Bank of England base + 1% rather than RPI-linked, which tends to be higher in low-inflation years.

Verified against 3 official sources · Last reviewed 7 June 2026
On this page
  1. Plan 4 mechanics (2026/27)
  2. Who has Plan 4
  3. Worked example — Plan 4 on £35,000
  4. Worked example — Plan 4 on £50,000
  5. Plan 4 vs Plan 2 — same job, different plans
  6. Plan 4 interest
  7. Plan 4 + PGL
  8. Salary sacrifice on Plan 4
  9. When Plan 4 writes off
  10. In short

Plan 4 mechanics (2026/27)

  • Threshold: £32,745 per year
  • Rate above threshold: 9%
  • Calculation: per pay period through PAYE

Monthly threshold: £32,745 / 12 = £2,728.75 Weekly threshold: £32,745 / 52 = £629.71

Standard PAYE: 9% on earnings above the period threshold each pay period, rounded DOWN to the nearest pound.

Who has Plan 4

Plan 4 applies to:

  • Scottish students who started university or further education from September 2017 onward through SAAS (Student Awards Agency Scotland)

Pre-2017 Scottish students are on Plan 1. Cross-border students (Scottish student studying in England) generally take their loan from their home nation, so a Scottish student at an English university typically has Plan 4.

Worked example — Plan 4 on £35,000

Annual: - Above £32,745 = £2,255 - 9% × £2,255 = £203/year

Monthly: £16. Very modest deduction reflecting the high threshold.

Worked example — Plan 4 on £50,000

Annual: - Above £32,745 = £17,255 - 9% × £17,255 = £1,553/year

Monthly: £129. Combined with Income Tax + NI on £50k, total deductions are roughly £960/month.

Plan 4 vs Plan 2 — same job, different plans

A £40,000 salary:

  • Plan 2 (E&W cohort): above £28,470 = £11,530 × 9% = £1,038/year
  • Plan 4 (Scotland cohort): above £32,745 = £7,255 × 9% = £653/year

Plan 4 borrowers pay £385/year less on the same salary at this income level — a direct result of the higher Scottish threshold.

This advantage narrows at higher incomes (both plans deduct 9% above their threshold, so the £385 gap stays constant).

Plan 4 interest

Plan 4 interest is set by the Scottish Government via SAAS:

  • Base rate: Bank of England base rate + 1%
  • Subject to caps in line with market conditions
  • Generally lower than Plan 2 RPI-linked rates in low-RPI years, higher in high-RPI years

Interest is added daily to your balance but doesn't affect the monthly deduction (9% of income above threshold is fixed regardless of interest).

Plan 4 + PGL

If you did postgraduate study and took a Postgraduate Loan in addition to your Plan 4 undergrad:

Salary Plan 4 (9% above £32,745) PGL (6% above £21,000) Total
£35,000 £203 £840 £1,043
£45,000 £1,103 £1,440 £2,543
£55,000 £2,003 £2,040 £4,043

The PGL rules apply identically regardless of which undergrad plan you have. Note: PGL is England-only via SLC; Scottish postgrads typically don't have it.

Salary sacrifice on Plan 4

Same optimisation as other plans — sacrifice into pension reduces threshold-relevant income.

For a Plan 4 borrower on £35,000:

Without sacrifice: - Above £32,745 = £2,255 × 9% = £203/year

With 7% sacrifice (£2,450): - Threshold-relevant income: £32,550 - Below £32,745 → £0 student loan

The £2,450 sacrifice eliminates student loan entirely while contributing to pension and saving Income Tax + NI.

When Plan 4 writes off

30 years from the April you first became repayable.

For someone who graduated in 2021 and started repayments in April 2022, write-off is April 2052.

In short

Plan 4 is the Scottish student loan plan for 2017+ SAAS borrowers. Threshold £32,745 (highest of any UK plan) with 9% rate above. 30-year write-off. Interest tracks Bank rate + 1%. Use the take-home calculator → to model. For the full reference, see the student loans hub →.

Frequently asked questions

Who is on Plan 4?

Scottish students who took out SAAS-issued loans from September 2017 onwards. The previous Scottish loan scheme (pre-2017) put borrowers on Plan 1. If you're a Scottish student who started before 2017, you may still be on Plan 1 even if you live in Scotland today.

Why is Plan 4's threshold so high?

The Scottish Government set Plan 4's threshold higher to reflect Scottish wage levels and policy preference. It's £32,745 for 2026/27 — meaningfully above the £28,470 Plan 2 threshold and £25,000 Plan 5 threshold.

Does Plan 4 follow me if I move to England?

Yes. Your plan stays with you regardless of where you live or work. A Plan 4 borrower on rUK PAYE still uses the £32,745 threshold; the 9% rate applies above it. Income Tax bands shift (rUK rates apply) but student loan calculation stays Plan 4.

Can I have Plan 1 and Plan 4?

Yes — common for older Scottish students who did one degree before 2017 (Plan 1) and another after (Plan 4). HMRC uses the lower threshold (Plan 1's £26,065) and you pay 9% above it; SAAS / SLC split the deduction between the two plans behind the scenes.

Does Plan 4 interest differ from other plans?

Yes. Plan 4 interest tracks Bank of England base rate + 1%, with caps. In high-inflation years this is generally lower than Plan 2's RPI-linked rate; in low-inflation years it can be higher. Updated by SLC annually.

When does Plan 4 write off?

30 years from first becoming repayable (similar to Plan 2). A 2017 starter who became repayable in April 2021 would have their loan written off in April 2051.

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 4 student loans
  2. SAAS — Repayment
  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 4 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.