STANDARD LIFE ASSURANCE LIMITED

Lobbying Organisation STANDARD LIFE ASSURANCE LIMITED

Date published 19 Jan, 2018

Relevant Matter Legislation

Public Policy Area Banking and Financial Institutions

Period 1 Sep, 2017 to 31 Dec, 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.

Letter (1)

Letter sent to Minister for Finance seeking 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

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)