STANDARD LIFE ASSURANCE LIMITED

Lobbying Organisation STANDARD LIFE ASSURANCE LIMITED

Date published 20 Sep, 2017

Relevant Matter Public policy or programme

Public Policy Area Taxation

Period 1 May, 2017 to 31 Aug, 2017

Specific Details Standard Life lobbied for a reduction in the rate of exit tax on life assurance based savings and investment products (including life assurance exit tax), arguing that the exit tax should at least be brought in line with recent cuts to DIRT in previous budgets.

Intended results To have the exit tax on life assurance based savings and investment products (including life assurance exit tax) reduced, to at least bring it in line with recent cuts to DIRT in previous budgets

Name of person primarily responsible for lobbying on this activity Jennifer Richards, Standard Life; Aileen Power, Standard Life

Did any Designated Public Official(DPO) or former Designated Public Official(DPO) carry out lobbying activities on your behalf in relation to this return? You must include yourself, and answer Yes, if you are a current DPO or a DPO at any time in the past. (What is a Designated Public Official?) No

Did you manage or direct a grassroots campaign? No

Was this lobbying done on behalf of a client? No

Lobbying activity

The following activities occurred for this specific Subject Matter Area.

Email (11-20)

Emails sent to the Minister for Finance, Paschal Donohoe, his adviser Stephen Lynam, the Tax Strategy Group co-ordinator, Pat McColgan (Dept of Finance) and the finance committee members (Gerry Horkan, Kieran O' Donnell, Michael Darcy, Michael McGrath, Paddy Burke, Paul Murphy, Pearse Doherty, Peter Burke, Rose Conway, Sean Sherlock).

Informal communication (1)

One informal coffee held between Aileen Power of Standard Life and Minister for Finance special adviser Stephen Lynam.

Designated public officials lobbied

The following DPOs were lobbied during this return period on this specific Subject Matter Area. These DPOs were involved in at least one of the Lobbying Activities listed above, but not necessarily all of them. As returns are specific to a Subject Matter Area the above Lobbying Activities may be associated with multiple returns.

Paschal Donohoe Minister (Department of Finance)

Stephen Lynam Special Adviser (Department of Finance)

Gerry Horkan Senator (Seanad)

Kieran O'Donnell Senator (Seanad)

Michael D'Arcy Senator (Seanad)

Michael McGrath TD (Dáil Éireann, the Oireachtas)

Paddy Burke Senator (Seanad)

Paul Murphy TD (Dáil Éireann, the Oireachtas)

Pearse Doherty TD (Dáil Éireann, the Oireachtas)

Peter Burke TD (Dáil Éireann, the Oireachtas)

Rose Conway-Walsh Senator (Seanad)

Sean Sherlock TD (Dáil Éireann, the Oireachtas)