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01: The State Second Pension

The State Second Pension (S2P) replaced the State Earnings Related Pension Scheme (SERPS) in April 2002. S2P applies to all employees under state pension age (SPA) with earnings at or above the lower earnings limit £102 a week in 2011/12) unless they are contracted out.

The formulae for calculating the S2P pension built up over a working life is complex and weighted towards low earners. For example, based on 2011/12 figures, the theoretical maximum S2P figure based on membership from age 16 to SPA is currently:

Earnings
£ per year
S2P
£ per year
Less than 5,304 Nil
5,304 - 14,400
3,638
20,000
4,198
30,000
5,198
40,040 or more 6,202

S2P pensions in payment will now increase in line with the consumer prices index (CPI). Previously increases had been linked to the retail prices index (RPI). This change could make a substantial difference in the long term. For example, in April 2011 S2P pensions will rise by 3.1%, based on the CPI to September 2010. Had the corresponding RPI figure been used, the increase would have been 4.6%.

The future of S2P

In recent years, S2P has been subject to several major changes. The overall result is that eventually – by around 2040 based on current earnings growth – S2P is due to become a purely flat rate scheme producing a pension equivalent to around £3,600 a year in today’s terms. In practice this long-term transformation looks unlikely to happen. In April 2011 the Department for Work and Pensions released a Green Paper on the future of state pensions which proposed either the abolition of S2P or bringing forward to 2020 the point at which S2P becomes flat rate.Last Updated 
The FSA does not regulate tax advice. Tax rules are subject to change.