STANDARD LIFE ASSURANCE LIMITED

Lobbying Organisation STANDARD LIFE ASSURANCE LIMITED

Date published 18 Jan, 2019

Relevant Matter Legislation

Public Policy Area Taxation

Period 1 Sep, 2018 to 31 Dec, 2018

Specific Details Equalise Exit Tax with DIRT

Intended results Equalise exit tax with DIRT and enhancing position of prudent savers

Name of person primarily responsible for lobbying on this activity Michael McKenna (Managing Director Standard Life Ireland) and Aileen Power (Head of Corporate Communications, 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? Yes

What is the directive you gave to the grassroots campaigners? E-zine issued to brokers requesting they make contact with local TDs about issue of exit tax equalisation with DIRT

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 issued from Standard Life Ireland CEO, Michael McKenna, to the Minister for Finance, Paschal Donoghue, requesting that exit tax be equalised with DIRT and that prudent savers are not penalised.

Email (100+)

Approximately 2000 e-zines were issued to brokers from Standard Life asking them to contact their TDs requesting Exit tax equalisation with DIRT.

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)