Mercer Ireland Group

Lobbying Organisation Mercer Ireland Group

Date published 20 Sep, 2023

Relevant Matter Legislation

Public Policy Area Social Protection

Period 1 May, 2023 to 31 Aug, 2023

Specific Details Meeting between Mercer and Department of Employment Affairs and Social Protection to discuss matters relating to Auto Enrolment

Intended results To obtain further information about the Government’s plans and current thinking on two key aspects of the new Auto Enrolment regime: The minimum standards which will apply to qualifying pension plans & Fund Structures. In addition to provide the Department with insights taking into account our analysis and current thinking to date. To gain an understanding and to provide the Department with insights taking into account our analysis and current thinking to date of Fund Structuring, Target Date Funds (TDFs) v Lifestyling Approach, ESG and best thinking on implementation into Auto Enrolment Savings Scheme

Name of person primarily responsible for lobbying on this activity Robert Hayden - Partner, Investment Delegated Solutions & James Campbell - Senior Legal Consultant, Retirement Consulting

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.

Meeting (1)

13/06/23 Meeting between Mercer and Department of Employment Affairs and Social Protection to discuss matters relating to Auto Enrolment, Location:Gandon House, Amiens St, Dublin. It was asked if Mercer could provide information workshops on investment issues and it was agreed that Mercer would be in touch to set these up.

Meeting (1)

13/07/23 Meeting between Mercer and Department of Employment Affairs and Social Protection to discuss matters relating to Auto Enrolment, Location:Mercer Offices, Charlemont Place. Tim Duggan was unable to attend the meeting and was offered a follow up call/meeting with him which has not been taken up. Mercer confirmed considering participating in the Investment Manger tender due to come out in Q4 2023.

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.

Tim Duggan Assistant Secretary (Department of Social Protection)