Debt

Student Loans in the UK: Plan 1 vs Plan 2 vs Plan 5 — What You Actually Owe

The UK student loan system explained clearly. Plan 1, 2, and 5 repayment thresholds, whether you should overpay, and the 30-year write-off most graduates don't know about.

25 March 20265 min read
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UK student loans are one of the most misunderstood financial products in the country. They look like debt but behave very differently from a bank loan — and for most graduates, the optimal strategy is counterintuitive.

The three student loan plans

PlanWho has itRepayment threshold (2026)RateWrite-off
Plan 1Started before Sept 2012 (England/Wales)£24,990/yearRPI or Bank Rate + 1% (lower)Age 65 or 25 years
Plan 2Started Sept 2012 – July 2023 (England)£27,295/yearRPI + 0-3%40 years
Plan 5Started Aug 2023+ (England)£25,000/yearRPI + 0%40 years

The key insight most people miss: it's not really debt

UK student loans are repaid at 9% of income above the threshold. You cannot be chased for the money, it doesn't affect your credit score, and whatever remains is written off after 30-40 years. For the majority of graduates who will never fully repay, it functions more like a graduate tax than a loan.

⚠️ Should you voluntarily overpay your student loan? For most people: no. If you're unlikely to fully repay before write-off (which is most Plan 2 holders), every pound voluntarily overpaid is a pound that would have been written off anyway — you've just paid more. The exception: if you're certain you'll earn enough to repay in full before write-off, overpaying saves interest. Run the maths with your specific balance and expected career earnings before deciding.

How repayments interact with your budget

Repayments are deducted automatically by your employer through PAYE, like tax. They're based on income, not loan size. If you earn £35,000 on Plan 2, you repay 9% of £7,705 (earnings above £27,295) = £693/year = £57.75/month. This is a fixed cost in your budget — like NI, it comes out before you see your pay.

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