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Salary Sacrifice Student Loan Savings Calculator

Calculate your combined 41% savings from salary sacrifice: 20% tax + 12% NI + 9% student loan. See exactly how much you save annually with pension, cycle to work, and other schemes.

Excellent Annual Savings!

Total annual savings: £740 (37.0% effective relief)

Net cost of sacrifice: £1,260 for £2,000 benefit

Your £2,000 salary sacrifice only costs you £1,260 out-of-pocket due to combined tax, NI, and student loan relief.

41% Combined Relief

Salary sacrifice reduces gross income, saving 20% tax + 12% NI + 9% student loan for basic-rate taxpayers.

£

Monthly: £3,333

Most valuable due to employer match

£

Monthly: £167

£

Typical: 3-5% of salary (free money!)

Quick Summary

Sacrifice amount:£2,000
Net cost to you:£1,260
Effective saving:37.0%
Total pension value:£4,000

Without vs With Salary Sacrifice

Without Sacrifice

Gross Salary:£40,000
Income Tax:-£5,486
National Insurance:-£2,194
Student Loan:-£1,143
Net Pay:£31,176

With Sacrifice

Gross Salary:£40,000
Sacrifice:-£2,000
Adjusted Gross:£38,000
Income Tax:-£5,086
National Insurance:-£2,034
Student Loan:-£963
Net Pay:£29,916

Net Pay Difference:

-£1,260 less take-home but you gained £2,000 in benefits + £2,000 employer match!

Annual Savings Breakdown

Savings by Category

Tax saved:£400
NI saved:£160
Student loan saved:£180
Total Annual Savings:£740

True Cost Analysis

37.0%
Effective Relief Rate
Sacrifice amount:£2,000
Total savings:-£740
Net cost to you:£1,260
Total pension value:£4,000

You pay £1,260, get £4,000 pension!

Where Your £2,000 Sacrifice Saves You Money

Tax:
£400
NI:
£160
Student Loan:
£180
Total Saved:
£740

Why This Works

The 41% Magic

  • • Salary sacrifice reduces your gross salary before PAYE
  • • Saves 20% income tax (basic rate)
  • • Saves 12% National Insurance (Class 1 primary)
  • • Saves 9% student loan repayment (Plan 2)
  • • Total: 41% effective saving rate

Higher-Rate Advantage

  • • Higher-rate taxpayers save even more
  • • 40% tax + 2% NI + 9% loan = 51% relief
  • £2,000 sacrifice costs just £980
  • • Especially valuable for pension contributions

Employer Match Amplifies Value:

Your £1,260 net cost builds £4,000 pension value — that is a 217.5% instant return before any investment growth!

Understanding Salary Sacrifice Savings

What is Salary Sacrifice?

  • • Agreement to reduce gross salary in exchange for non-cash benefit
  • • Saves tax, NI, and student loan on sacrificed amount
  • • Common schemes: pension, cycle to work, childcare, tech
  • • Must not reduce pay below National Minimum Wage
  • • Employer also saves 13.8% NI on sacrificed amount

Student Loan Impact

  • • Student loans calculated on gross income after sacrifice
  • £2,000 sacrifice = £180 less loan repayment
  • • Works with all UK student loan plans
  • • Benefit continues while you have the loan
  • • No need to notify Student Loans Company

Maximizing Your Savings

Pension contributions first:

Always prioritize pension up to employer match — it is free money plus 41% tax relief. A 5.0% contribution matched 5.0% gives 239% instant return.

Stack multiple schemes:

Combine pension + cycle to work + childcare vouchers for maximum annual savings. Each scheme provides the same 41% relief.

Review annually:

Schemes like cycle to work are annual — use them every year for ongoing tax-free benefits. Your £740 annual saving compounds over decades.

Ready to Save £740 Annually?

Salary sacrifice with student loans provides extraordinary value — 41% combined relief means every £100 sacrifice only costs you £59. Start saving today.