The Investment Association (The Investment Association)

Lobbying Organisation The Investment Association

Date published 13 Nov, 2025

Relevant Matter Public policy or programme

Public Policy Area EU Affairs

Period 1 Sep, 2025 to 31 Dec, 2025

Specific Details Savings and Investment Union and Pension Reforms

Intended results An exchange of information based on UK experience concerning Individual Savings Accounts, and the adopting of Auto-enrollment. We also discussed the ongoing work concerning supervision and oversight of fund mancos based in Ireland

Name of person primarily responsible for lobbying on this activity David McCarthy

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)

Meeting at then CBI with relevant policy teams

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.

Mary Elizabeth McMunn Deputy Governor (Central Bank of Ireland)