Wayli's Student Loans methodology

How does Wayli's Student Loan Calculator work?

Wayli combines UK student loan rules with long-term projections to help explain what your numbers mean, what could change the outcome, and why you see the answer you do.
Start here

New to student loans?

Start with our walkthrough explaining why balances grow, what the tipping point means and why outcomes differ so much between borrowers.

The foundation

The core mechanic behind the calculator

Every student loan outcome is shaped by two competing forces. Understanding how they interact is the starting point for every answer Wayli gives.

Interest added

Interest is charged on the outstanding balance and may continue accumulating even while repayments are being made.

Salary-based repayments

Repayments depend on earnings above the repayment threshold, not directly on the size of the balance itself.

Repayments − Interest = Balance Direction

Wayli models the relationship between these two forces over time to understand whether a balance is likely to grow, stabilise or shrink, before explaining what that could mean for your overall outcome.

The interpretation layer

How Wayli interprets your result

Most student loan calculators stop after estimating repayments. Wayli goes further by interpreting what those numbers could mean over time.

Whether repayments are currently outpacing interest.

Whether the balance direction is changing over time.

How close you may be to the tipping point.

How salary changes could affect future repayments.

Whether full repayment currently looks likely.

How overpayments may alter long-term outcomes.

Write-off timelines for your repayment plan.

How repayment paths differ across earnings levels.

Why this matters

Two borrowers with similar balances can experience completely different long-term outcomes depending on salary growth, their repayment plan and whether repayments eventually begin overtaking interest.

The calculation

How repayments are calculated

UK student loan repayments are based on the portion of your income above your repayment threshold, rather than your full salary.

(Salary − Threshold) × Repayment Rate

Most undergraduate plans currently use a repayment rate of 9%, while postgraduate loans use 6%.

Repayments only apply to earnings above the threshold - not your entire salary. This is why two people with similar balances can repay very different amounts each month.

Example scenario

See how the balance changes over one year

This simplified example shows how interest and salary-based repayments interact over time.

Salary
£40,000
Starting balance
£50,000
Interest added: £3,000
6.0% interest applied to the balance
Repayments made: £1,143
9% of income above £27,295
Balance after one year
£51,857

In this example, interest is currently larger than repayments - so the balance continues growing despite repayments being made.

Interactive example

Explore how repayments and interest interact

Adjust salary, balance and interest assumptions to see how changes can alter the direction of a student loan over time.

£40k
£50k
6.0%
Current direction
Balance growing

Interest is currently larger than repayments, so the balance continues growing over time.

Starting balance: £50k Interest added: £50k × 6.0% = £3k Repayments: (£40k − £27.3k) × 9% = £12.7k × 9% = £1.1k Balance after one year: £50k + £3k − £1.1k = £51.9k
What this demonstrates

Increasing salary often changes repayments much faster than changing the balance itself.

This is one reason two borrowers with similar balances can experience very different long-term repayment outcomes.

The answer

How repayment paths are classified

Wayli groups repayment trajectories into broad directional states to help explain what your balance may be doing over time.

Growing

Interest is currently outpacing repayments, so the balance may continue increasing.

Near tipping point

Repayments and interest are becoming more closely matched over time.

Shrinking

Repayments are now reducing the balance more consistently.

Scenario modelling

Why Wayli tests different salary futures

Student loan outcomes can change dramatically depending on future income. Rather than assuming your salary stays the same forever, Wayli tests several possible futures.

Conservative

0% annual salary growth

Typical

3% annual salary growth

Strong

5% annual salary growth

For each scenario, Wayli reruns the full loan projection to understand whether the balance is likely to grow, shrink or be fully repaid before write-off.

Why this matters

If every scenario points to the same outcome, your result is likely to be more robust. If small changes in salary produce very different outcomes, Wayli treats the result as more sensitive or closer to a tipping point.

The tipping point

What is a tipping point?

A tipping point is reached when yearly repayments become greater than the yearly interest being added to the loan.

Below

£40k salary
£50k balance
~£955 yearly repayments
~£3,100 yearly interest

Interest is higher than repayments, so the balance usually continues growing.

Near

£63k salary
£50k balance
~£3,025 yearly repayments
~£3,100 yearly interest

Repayments are almost matching interest, so relatively small salary changes could alter the outcome.

Above

£75k salary
£50k balance
~£4,105 yearly repayments
~£3,100 yearly interest

Repayments are now exceeding interest, so the balance usually begins falling over time.

Why this matters

This is why future salary growth can have such a significant effect on student loan outcomes. Relatively small changes in earnings may completely change how the loan behaves over time.

Assumptions

Assumptions and methodology

Wayli's repayment assumptions are updated regularly using current UK student finance guidance, repayment thresholds, repayment rates and write-off rules.

Loan plan
Threshold
Repayment
Interest
Write-off
Assumption notes
Plan 1
£26,900
9%
3.2%
25 years
Older English/Welsh loans and Northern Ireland structure.
Plan 2
£29,385
9%
6.2%
30 years
Most post-2012 English/Welsh undergraduate loans.
Plan 4
£33,795
9%
3.2%
30 years
Scottish repayment structure.
Plan 5
£25,000
9%
3.2%
40 years
Newer English undergraduate repayment system.
Postgraduate
£21,000
6%
6.2%
30 years
Applied separately from undergraduate repayment plans.
Keep in mind

Repayment thresholds, interest rates and write-off rules can change over time. Wayli reviews these assumptions regularly, but future government policy may alter how student loans operate.

What Wayli includes
  • Current repayment thresholds for each UK loan plan
  • Plan-specific repayment rates and write-off periods
  • Interest assumptions aligned to current published guidance
  • Salary-based repayment modelling
  • Year-by-year repayment projections
  • Optional overpayment scenarios
  • Balance direction analysis and tipping-point interpretation
  • Projection modelling across changing repayment trajectories
What Wayli does not currently model
  • Future government policy changes
  • Monthly interest fluctuations or intra-year rule changes
  • Exact future inflation behaviour
  • Career breaks, unemployment or irregular earnings
  • Bonuses, commission structures or non-standard income timing
  • Pension salary sacrifice effects
  • Cross-border repayment enforcement scenarios
  • Tax optimisation strategies or regulated financial advice

Sources & official guidance

Wayli’s repayment assumptions are aligned with publicly available UK student finance guidance and updated annually in line with official repayment thresholds and repayment rules.

This includes guidance from Student Loans Company, Student Finance England, Student Finance Wales, SAAS Scotland and Student Finance Northern Ireland.

See how this applies to you

Use the Wayli Student Loan Calculator to calculate your own outcome.

Calculate my outcome