Student loan: overpay or invest?

Should spare money go into paying off your UK student loan early, or into investments like a stocks & shares ISA? Enter your details and this tool simulates both futures, month by month, until your loan is repaid or written off.

Your loan plan
Not sure which plan you're on?
  • Plan 1 — started university before September 2012 (England or Wales), or any Northern Ireland loan
  • Plan 2 — started September 2012 to July 2023 (England or Wales)
  • Plan 4 — Scottish loan (SAAS)
  • Plan 5 — started August 2023 or later (England)
  • Postgraduate — master's or doctoral loan (England or Wales)

You can check on your gov.uk student loan account.

Check your online account at gov.uk or your latest SLC statement.
The April after you finished your course. This sets when your loan is written off.
The money you're deciding what to do with.
Adjust assumptions (optional)
Money you could pay off (or invest) right now, on top of the monthly amount.
After fees. Global stock markets have averaged roughly 5–8% a year over long periods — but past performance doesn't guarantee the future.
Drives loan interest and how fast repayment thresholds rise. Official rates currently use 3.2% (March 2025 RPI).
Your own contributions, not your employer's.
Salary sacrifice lowers the pay your loan repayments are based on; other schemes don't change them.

Loan interest follows the official formulas using your inflation figure: Plans 1, 4 and 5 charge RPI (Plans 1 and 4 are capped at 1% above the Bank of England base rate when that's lower). Plan 2 scales from RPI up to RPI + 3% as income rises between £29,385 and £52,885. Postgraduate loans charge RPI + 3%. Salary, thresholds and interest bands are uprated once a year. We assume investments sit in a stocks & shares ISA, so returns are tax-free. Income tax and National Insurance don't change this comparison — your spare cash and your loan repayments both come out of post-tax pay under either strategy, so they cancel out. Pension contributions matter only when paid by salary sacrifice, which lowers the pay used to work out repayments and Plan 2 interest.

Our verdict

Your loan, either way

Projected balance until it's repaid or written off

Your wealth, either way

What your spare money grows into under each choice (freed-up repayments are invested too)

The bottom line

What this means

See the year-by-year numbers