Pensions & Retirement

New State Pension vs Old State Pension — Key Differences Explained

Clear comparison of the new and old UK state pension systems. Understand which one applies to you, how amounts differ, and what happened to SERPS and the additional state pension.

Pension information is based on current UK legislation. Pensions are regulated by the FCA and The Pensions Regulator. This is not financial advice — consider consulting an FCA-regulated financial adviser.

The UK switched to the new State Pension in April 2016. If you’re confused about which system applies to you and how the two compare, here’s a clear breakdown.

Which System Am I On?

Your situation Your system
Reached State Pension age before 6 April 2016 Old State Pension
Reached State Pension age on or after 6 April 2016 New State Pension
Haven’t reached State Pension age yet New State Pension

It doesn’t matter when you started working or paying NI — only when you reach State Pension age.

Key Differences at a Glance

Feature Old State Pension New State Pension
Full weekly amount (2026/27) £176.45 (basic only) £230.25
Structure Basic + additional (SERPS/S2P) Single flat rate
Qualifying years for full amount 30 years (basic) 35 years
Minimum years for any pension 1 year 10 years
Additional earnings-related element Yes (SERPS/S2P) No (flat rate)
Contracting out affected it? Yes — significantly Yes — through starting amount
Deferral rate ~10.4% per year ~5.8% per year
Inheritable? Up to 50% of additional pension Limited (protected payments only)

The Old State Pension Explained

The old system had two (or three) components:

1. Basic State Pension

Detail Amount
Full rate 2026/27 £176.45/week
Qualifying years needed 30
How you qualified Paying NI or getting NI credits

2. Additional State Pension

Scheme Period How it worked
SERPS 1978–2002 Earnings-related; tied to actual salary
S2P (State Second Pension) 2002–2016 Modified earnings-related; more generous for lower earners

The additional pension could add anywhere from a few pounds to over £180/week, depending on your earnings history and how long you contributed.

3. Graduated Retirement Benefit

A small earnings-related scheme from 1961–1975. Most surviving recipients get only a few pounds per week from this.

Contracting Out

Many people were “contracted out” of the additional State Pension through their workplace pension. This meant:

  • Lower NI contributions (or employer’s pension scheme rebate)
  • No SERPS/S2P entitlement for those years
  • Higher workplace pension instead

If you were contracted out for many years, your old state pension would be lower than someone who was always contracted in.

The New State Pension Explained

How It Works

A single flat-rate pension based on your NI record:

Qualifying years Weekly amount Annual amount
10 (minimum) £65.79 £3,421
20 £131.57 £6,842
30 £197.36 £10,263
35 (full) £230.25 £11,973

The Starting Amount

When the new State Pension launched in April 2016, everyone’s existing entitlement was calculated under both the old and new rules. You got whichever was higher:

Calculation What it produced
Old rules calculation Basic pension + additional pension - contracting out deduction
New rules calculation Years × new flat rate amount
Your starting amount Higher of the two

If your starting amount was above the full new rate, the excess became a protected payment.

If your starting amount was below the full new rate, you could build it up through further NI contributions.

Winners and Losers of the Transition

Group Impact
Winners Self-employed (now get full pension vs half before), low earners, people with gaps, women with caring breaks
Losers High earners who were contracted in (lost access to generous SERPS), people with less than 10 qualifying years
Neutral People with complete records under either system

Why Some People Get More Than £230.25/Week

If your old-rules calculation (basic + SERPS/S2P - contracting out) exceeded the new full rate:

Example: Margaret reached State Pension age in 2017.

  • Old rules: £119.30 basic + £145 additional = £264.30
  • New rules: £155.65 (full rate at the time)
  • Starting amount: £264.30 (old rules higher)
  • Protected payment: £264.30 - £155.65 = £108.65

Margaret gets more than the full new rate because of her generous SERPS entitlement under the old system.

Deferral Differences

Feature Old system New system
Weekly increase rate 1% per 5 weeks (~10.4%/year) 1% per 9 weeks (~5.8%/year)
Lump sum option Yes (taxable, with interest) No
Break-even period ~10 years ~17 years
Inheritance of deferral Can be inherited as lump sum or increase Limited inheritance

The old system was significantly more generous for deferral — roughly double the rate. If you’re on the old system and deferring, the maths are much more favourable.

Inheritance Differences

Feature Old system New system
Basic pension Can top up surviving spouse’s basic pension Not inheritable
Additional pension Up to 50% inheritable by spouse Not applicable
Protected payment Up to 50% inheritable
Deferred increase Inheritable (lump sum or weekly) Limited

See our full State Pension Inherited by Spouse guide for details.

How to Find Out What You’re Getting

What to check How
Your state pension forecast gov.uk/check-state-pension
Your NI record gov.uk/check-national-insurance-record
Whether you were contracted out Check old payslips (NI letter D or E = contracted out), or contact HMRC
Old pension statement If already receiving, check your annual uprating letter from DWP

Commonly Confused Points

Confusion Reality
“I paid into SERPS so I should get it” If you reached SP age after April 2016, SERPS is folded into your starting amount — not paid separately
“I was contracted out so I get less” Contracting out reduces your starting amount, but you should have a workplace pension instead
“The new pension replaced everything” Your old entitlement wasn’t lost — it was converted into a starting amount
“I can choose which system” No — it’s determined by when you reach State Pension age

Sources

  1. GOV.UK — Pension and retirement
  2. MoneyHelper — Pensions guidance