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Pension · Salary Sacrifice

Salary Sacrifice: Save Tax and NI

Most employees overpay on pension contributions without realising it. Salary sacrifice is the most tax-efficient contribution method available — and most employers offer it. Then a SIPP gives you freedom.

Educational tip only. Pension rules are complex and individual circumstances vary widely. This page is for informational purposes only and does not constitute financial or tax advice. Always consult a regulated financial adviser before making changes to pension arrangements.
The Core Principle

With salary sacrifice, you agree to a reduction in your gross salary. Your employer then contributes that amount directly to your pension on your behalf. Because the contribution happens before Income Tax and National Insurance are calculated, you never pay either on that portion of your earnings. This is structurally different from — and significantly more efficient than — the standard "relief at source" method used by most personal pensions and SIPPs.

The Two Contribution Methods Compared

Most people assume all pension contributions are equal. They are not. The method through which money enters your pension makes a significant difference to how much it actually costs you.

❌ Relief at Source (typical SIPP/personal pension)
You earn £1,000£1,000
Income Tax (20%) deducted−£200
NI (8%) deducted−£80
Take-home£720
You contribute £800 to SIPP£800
HMRC adds basic rate relief (20%)+£200
Total in pension£1,000
Your real cost (NI lost)£880
✅ Salary Sacrifice (workplace pension)
You earn £1,000£1,000
£1,000 sacrificed pre-tax−£1,000
Income Tax on this portion£0
NI on this portion£0
Total in pension£1,000
Your real cost£720

The same £1,000 ends up in the pension — but via salary sacrifice, it costs you £720. Via relief at source, it costs you £880. The £160 difference per £1,000 contributed is purely due to the NI saving on the salary sacrifice route. Over a career of contributions, this difference is substantial.

28pSaved per £1 by a basic rate taxpayer (20% IT + 8% NI)
42pSaved per £1 by a higher rate taxpayer (40% IT + 2% NI)
13.8%Employer NI saving per £1 sacrificed — often passed back to you

The Employer NI Bonus

When you sacrifice salary, your employer also pays less National Insurance — at 13.8% of the amount sacrificed (above the secondary NI threshold). This is a real cash saving for your employer. Many employers — particularly those with large workforces or formal salary sacrifice schemes — pass some or all of this saving back to employees as additional pension contributions.

This is free money that many employees never ask about. A simple email to your HR or payroll team — asking whether the employer NI saving from salary sacrifice is passed back as additional contributions — could add thousands of pounds to your pension pot over your career at no extra cost to you.

The SIPP Transfer Strategy

Salary sacrifice is the optimal way to get money into a pension wrapper. But workplace pensions often come with limitations: restricted fund choices (typically a default fund plus a handful of alternatives), potentially higher annual management charges than a retail SIPP, and less flexibility in how you eventually draw the money down in retirement.

A Self-Invested Personal Pension (SIPP) typically offers access to a far wider range of investment options — individual shares, ETFs, investment trusts, bonds, and funds from any provider — often at lower annual management charges than institutional workplace funds.

The two-stage strategy: use salary sacrifice to get money in as efficiently as possible, then periodically execute a partial transfer from your workplace pension to a low-cost SIPP to unlock greater investment flexibility and control.

  1. Confirm salary sacrifice is available. Contact your HR or payroll department and ask whether your workplace pension scheme operates via salary sacrifice or net pay arrangement. Most modern schemes do, but older schemes may use relief at source. If salary sacrifice isn't available, ask whether it could be implemented.
  2. Ask about employer NI pass-through. Specifically ask: "Does the company pass back the employer NI saving from salary sacrifice contributions as additional employer contributions?" Document the response. Some employers will increase this policy if employees ask.
  3. Set your contribution rate. Increase your salary sacrifice percentage to the level you can sustain. The Annual Allowance for 2025/26 is £60,000 or 100% of earnings — whichever is lower. For most people, this is not a binding constraint. Contributions above this trigger a tax charge.
  4. Open a SIPP with a low-cost provider. Platforms such as Vanguard, iWeb, Hargreaves Lansdown, and AJ Bell offer SIPPs with varying fee structures. For large or growing pots, platforms charging a flat fee rather than a percentage can be significantly cheaper over time.
  5. Request a partial transfer. Contact your workplace pension provider and request a partial transfer of accumulated funds to your SIPP. Most providers support this while you remain an active member — but confirm before assuming. Specify the amount and the destination SIPP details. Transfers are typically completed within 4–6 weeks.
  6. Continue contributing via salary sacrifice. Your new contributions continue to arrive efficiently via salary sacrifice. Your SIPP runs in parallel, invested according to your own strategy.

Salary Sacrifice and the Higher Rate Pension Bonus

Higher rate taxpayers (income between £50,271 and £125,140 for 2025/26) get even more from pension contributions. If your workplace uses a net pay arrangement rather than salary sacrifice, you can claim additional relief through self-assessment — but you must actively claim it; HMRC does not apply it automatically. With salary sacrifice, the full relief is captured at source.

For those earning above £100,000, pension contributions via salary sacrifice serve an additional function: reducing adjusted net income below £100,000 restores the Personal Allowance that is otherwise tapered away, creating effective relief of up to 60p per pound contributed in that income band.

⚠️ Key Limits and Restrictions to Know

Annual Allowance: Total pension contributions (yours plus employer) across all pension arrangements cannot exceed £60,000 per year (or 100% of earnings) for 2025/26 without triggering a tax charge. High earners above £260,000 face a tapered annual allowance.

Money Purchase Annual Allowance (MPAA): Once you begin drawing flexibly from a defined contribution pension, your future DC contribution limit drops to £10,000 per year. This is a permanent and significant restriction — plan accordingly before accessing any pension benefits.

National Minimum Pension Age: Rising from 55 to 57 in April 2028. Any money in a pension — workplace or SIPP — is locked until this age, with very limited exceptions for serious ill health. This is fundamental to any long-term plan.

Official Government & HMRC References
gov.uk — Pension tax relief: relief at source vs net pay arrangements gov.uk — Pension Annual Allowance (£60,000 limit, tapered allowance) gov.uk — Transferring your pension to another provider gov.uk — Money Purchase Annual Allowance (MPAA) MoneyHelper — Salary sacrifice and your pension explained gov.uk — Normal Minimum Pension Age: change to 57 in 2028
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