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Increase defence spending to 3% of GDP

Reform UK · what the evidence says

An independent, source-checked look at Reform UK’s policy “Increase defence spending to 3% of GDP” — what it would actually do across the things that affect your life. Every claim below quotes the source behind it. How this works.

Public finances & the next generation — Hurts

moderate · moderate confidence

Raising defence spending to 3% of GDP would cost around £17 billion extra per year by 2030, and the policy does not specify how this would be funded. Without a clear funding plan, the most likely result is higher borrowing, worsening the debt path for future generations.

The evidence

Biggest unknown: Whether the spending would be offset by tax rises or cuts elsewhere, or instead borrowed — only the latter materially worsens the debt path.

Our reading: The policy commits to a substantial, permanent uplift in defence spending — an additional ~£17 billion per year by 2030 on OBR figures. The policy text contains no stated funding mechanism: no identified tax rises, no specified offsetting cuts, and no borrowing rule. The IFS is explicit that the only options are cuts elsewhere, tax rises, or borrowing. Where no mechanism is identified, the default fiscal risk is increased borrowing. The ERC similarly flags widening deficits and higher interest rates as likely consequences. These are projected rather than certain outcomes — if a future government offset the spending with tax rises or cuts, the debt-path impact would be contained. That is the biggest unknown. The net picture, absent a stated funding plan, leans toward a worsening of the debt path — moderate in magnitude given the scale of the spending commitment, and felt over the long term as the ramp-up builds to the 3% target. Confidence is moderate because the actual fiscal outcome depends heavily on the unspecified financing mix.

Good work & fair pay — Mixed picture

minor · low confidence

Spending more on defence could create jobs in military and manufacturing sectors, but it may also mean cuts to other public services that support workers. The net effect on ordinary people's pay and job security is small and uncertain.

The evidence

Biggest unknown: Whether the fiscal cost is met by borrowing, tax rises, or cuts to other public spending will determine whether workers gain or lose overall.

Our reading: The policy would expand the armed forces and increase procurement, generating some direct employment — particularly for service personnel and workers in defence-linked manufacturing and engineering. A 25-30% rise in personnel numbers would be a meaningful improvement in military employment and, per the stated text, in quality of life for those workers. However, the defence sector is very small (0.4-0.5% of GVA), so spillover job creation across the broader economy would be limited. The fiscal cost is large — an additional £17.3 billion by 2029-30 — and must be met through some combination of spending cuts, tax rises, or borrowing. Each route carries risks for ordinary workers: spending cuts could reduce public-sector employment or services workers depend on; tax rises could reduce disposable income; and higher borrowing risks higher interest rates. The opportunity cost to other public services is real, as analysts note funds could be diverted from infrastructure, healthcare, and education — sectors that also employ large numbers of workers. The net effect on O4 indicators (real wages, employment rate, job security, in-work poverty) is therefore mixed: modest direct job gains in defence and related industries, offset by fiscal pressures that could harm workers elsewhere. The defence industry's small share of the economy means the upside is bounded, while the fiscal downside is large. This makes the overall direction mixed at minor magnitude, materialising over the long term as the spending ramp-up and its fiscal consequences play out.

Crime, justice & national security — Helps

moderate · moderate confidence

Raising defence spending to 3% of GDP would meaningfully grow the size, equipment, and capacity of the UK armed forces, improving national security. The main caveat is that building up personnel numbers and industrial capacity takes many years, and fiscal pressures may slow or qualify the commitment.

The evidence

Biggest unknown: Whether the fiscal headroom exists to reach 3% on the stated timeline without crowding out other spending, and whether personnel numbers can be recruited at the scale required.

Our reading: The policy commits to a substantial and time-bound increase in defence spending — from the current 2.3% to 3% of GDP — with explicit aims to grow armed forces size and capacity, improve equipment, and raise personnel welfare. For O5, the relevant question is whether this improves national security and defence posture. The evidence supports a moderate improvement over the long term. A larger, better-equipped military with improved morale directly strengthens the UK's national security and resilience to external threats, which are core O5 indicators. RUSI's analysis indicates that reaching 3% would likely require growing personnel from 148,000 to around 190,000 — a return to 2010 levels — which represents a real structural improvement in defence capacity. The increase in capital budgets noted in the evidence also prioritises investment in equipment and capability. However, several factors cap confidence and magnitude. Personnel numbers are currently at a historic low and the Defence Secretary does not expect growth until the early 2030s, suggesting the timeline for the security benefit is genuinely long-term. The fiscal challenge is real: the OBR estimates an additional £17.3 billion would be needed by 2029-30, and the IFS notes this must come from cuts elsewhere, tax rises, or borrowing. These constraints create delivery risk. The policy text's trajectory (2.5% by year three, 3% by year six) is more ambitious than current government plans, which already project reaching 2.5% — meaning the genuine additionality of this policy vs. the counterfactual is primarily the step from 2.5% to 3%, and its faster timeline. That increment is real but bounded. Direction is 'improves' because the mechanism — more spending on forces, equipment, and personnel — directly and plausibly strengthens defence capacity, and the evidence from RUSI and others supports it firing at scale. Magnitude is moderate rather than major because delivery risk and fiscal constraints are substantial.