Compliance

Student Loan Repayment Thresholds & Plan 5: Employer and Employee Guide

From 6 April 2026, Plan 5 launches with new repayment thresholds—essential to understand for employers, payroll agents, and borrowers.

By NomadicTax Research Team • 5-8 min read • April 10, 2026

## What Is Plan 5? Plan 5 is a new student loan repayment plan introduced **6 April 2026**. Borrowers under this plan must begin repayments once their earnings exceed a specific threshold. Employers will receive new start notices informing them of the plan type and applicable threshold. ([gov.uk](https://www.gov.uk/government/publications/agent-update-issue-140/issue-140-of-agent-update?utm_source=openai)) ## The 2026-27 Thresholds & Rates | Loan Plan | Earnings Threshold | Repayment Rate | |----------|---------------------|------------------| | Plan 1 | £26,900 | 9% of earnings above threshold | | Plan 2 | £29,385 | 9% | | Plan 4 | £33,795 | 9% | | Plan 5 | £25,000 | 9% | | Postgraduate Loan | £21,000 | 6% | Rates for plans 1, 2, 4 & 5 remain at **9%**; postgraduate repayments continue at **6%**. ([gov.uk](https://www.gov.uk/government/publications/agent-update-issue-140/issue-140-of-agent-update?utm_source=openai)) ## Who Is Affected & When - All **new Plan 5 borrowers** entering repayment from 6 April 2026. - Employers/Payroll Agents will receive notifications about which plan employees are on starting March 2026. ([gov.uk](https://www.gov.uk/government/publications/agent-update-issue-140/issue-140-of-agent-update?utm_source=openai)) - Employees unsure of which plan to repay under until informed should use **Plan 1** by default until proper start notice arrives. ([gov.uk](https://www.gov.uk/government/publications/agent-update-issue-140/issue-140-of-agent-update?utm_source=openai)) ## Compliance Steps for Employers & Agents - **Update payroll systems** to handle Plan 5 with its lower threshold of £25,000. - **Monitor start notices**: beginning in March 2026, to identify plan types for employees. - **Include plan type in pay records**, so deductions are correct. If employees hold multiple plans, workplace default should be lowest threshold until notice arrives. - **Communicate to staff**: proactively explain changes so employees aren’t surprised by deductions. ## Example Scenario Tom earns £30,000/year and holds a Plan 5 loan starting 6 April 2026. He’s above threshold (£25,000), so his deductible repayments will be 9% of £5,000 = **£450**/year. Employer deducts through payroll accordingly. If no start notice received by Tom yet, employer should use Plan 1 default until notified. ## Why It Matters The lower earning threshold for Plan 5 means employees with lower income will begin repayments sooner. Employers must adjust systems and ensure correct plans to avoid over/under deductions. For employees, knowing your plan type helps with budgeting. ## Actionable Takeaways - Employers: test payroll software and worker classification modules well ahead. - Employees: check loan account for plan type; if plan type includes multiple loans, watch thresholds. - Agents/Advisers: help clients review pay slips and ensure correct deductions from April 2026.