STANDARD LIFE ASSURANCE LIMITED

Lobbying Organisation STANDARD LIFE ASSURANCE LIMITED

Date published 18 Jan, 2019

Relevant Matter Matters involving public funds

Public Policy Area Social Protection

Period 1 Sep, 2018 to 31 Dec, 2018

Specific Details Pension Reform

Intended results Improvement in pension ownership levels and maintenance of the higher rate tax relief rate of 40%

Name of person primarily responsible for lobbying on this activity Michael McKenna (Managing Director, Standard Life Ireland)

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.

Submission (1)

Standard Life submitted a Pensions Reform Consultation Document to the Department of Finance on how to improve the overall pensions landscape, improve pension ownership levels and adequacy. It strongly recommends maintaining the higher rate tax relief rate of 40% to enable people to save sufficiently, a single set of DC pension and recommended consumer pension education via advertising and the school curriculum et al.

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)