The Investment Association

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Registration as it was on 16 Jun 2022
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Overview

Lobbying Costs

800,000€ - 899,999€

Financial year: Jan 2021 - Dec 2021

Lobbyists (Full time equivalent)

3.95 Fte (15)

Lobbyists with EP accreditation

4

High-level Commission meetings

17

Lobbying Costs over the years

  • Info

    The Investment Association   (IA)

    EU Transparency Register

    5437826103-53 First registered on 30 Jun 2008

    Goals / Remit

    The UK investment management industry plays a major role in the economy, helping millions of individuals and families achieve their life goals by helping grow their investments (mainly through workplace pensions). In fact, 75% of UK households use an investment manager’s services (knowingly or unknowingly). The industry also invests billions of pounds in companies and the financing of transport networks, hospitals, schools and housing projects. The industry supports 115,000 jobs in the UK, including over 14,000 in Scotland. It’s the largest industry of its kind in Europe, and the second largest in the world, after America.

    Our members range from small, independent UK investment firms to Europe-wide and global players. Collectively, they manage over £9.1 trillion of assets on behalf of their clients in the UK and around the world. We act as their voice and represent their interests to policymakers and regulators, (...)

    Main EU files targeted

    All dossiers relating to investment management, whether via funds (e.g. UCITS) or for institutions such as insurers and pension schemes, and covering related matters including tax, accounting and disclosure and investor protection as it relates to these and all other investment products. Equally, we track developments such as MiFIR, touching on the wholesale markets that investment management makes accessible to customers, together with related issues such as operations and prevention of market abuse. In addition, The IA follows EU work on risk and risk management, including the systemic risks posed by institutions such as CCPs (clearing houses) as well as banks.

    Although strictly not an EU “initiative”, we have decided to include our work in relation to “Brexit” also.

    Address

    Head Office
    Camomile Court 23 Camomile Street
    London EC3A 7LL
    UNITED KINGDOM
    EU Office
    Camomile Court 23 Camomile Street
    London EC3A 7LL
    UNITED KINGDOM

    Website

  • People

    Total lobbyists declared

    15

    Employment timeLobbyists
    75%2
    50%1
    25%5
    10%7

    Lobbyists (Full time equivalent)

    3.95

    Lobbyists with EP accreditation

    All Lobbyists with EP accreditation over time

    4 accreditations were / are live (in bold) for the selected state of 01 Dec 2022

    Name Start date End Date
    Ms Karen NORTHEY 29 Mar 2022 28 Mar 2023
    Mr David MCCARTHY 09 Mar 2022 08 Mar 2023
    Mr Christopher CUMMINGS 09 Mar 2022 08 Mar 2023
    Ms Laetitia ANNET 08 Mar 2022 07 Mar 2023
    Mr Christopher CUMMINGS 20 Nov 2019 30 Nov 2020
    Mr Johannes Woelfing 19 Feb 2019 18 Feb 2020
    Ms Jessica FOULDS 12 Jan 2019 10 Jan 2020
    Mr Christopher CUMMINGS 21 Dec 2018 31 Dec 2019
    Ms Galina DIMITROVA 14 Mar 2018 13 Mar 2019
    Mr Johannes Woelfing 01 Mar 2018 28 Feb 2019
    Mr Christopher CUMMINGS 11 Jan 2018 09 Jan 2019
    Mr Ross BARRETT 20 Nov 2017 16 Nov 2018
    Ms Jessica FOULDS 20 Nov 2017 16 Nov 2018
    Mr Johannes Woelfing 21 Feb 2017 20 Feb 2018
    Mr Christopher CUMMINGS 30 Nov 2016 29 Nov 2017
    Mr Angus Canvin 29 Nov 2016 25 Nov 2017
    Mr Arjun SINGH 05 Nov 2015 03 Nov 2016
    Mr Jonathan GEE 04 Nov 2015 30 Oct 2016
    Mr Andrew Ninian 20 May 2015 14 May 2016
    Ms Elizabeth Murrall 20 May 2015 14 May 2016
    Mr DANIEL CHARLES GODFREY 24 Mar 2015 20 Mar 2016
    Mr Guy Sears 19 Mar 2015 17 Mar 2016
    Mr Andrew Richard Timothy Metcalfe 17 Mar 2015 13 Mar 2016
    Mr Angus Canvin 17 Mar 2015 13 Mar 2016
    Mr Arjun SINGH 11 Nov 2014 07 Nov 2015
    Mr Florian Van Megen 17 Jul 2014 15 Jul 2015
    Mr Andrew Richard Timothy Metcalfe 28 Feb 2014 26 Feb 2015
    Mr JORGE MORLEY-SMITH 08 Oct 2013 04 Oct 2014
    Ms KAREN BOWIE 05 Oct 2013 03 Oct 2014
    Mr DANIEL CHARLES GODFREY 27 Sep 2013 25 Sep 2014
    Mrs Julie Patterson 03 Sep 2013 29 Aug 2014
    Mr BERNARD KERSLEY IRVING HENRY 08 Aug 2013 06 Aug 2014

    Complementary Information

    None declared

    Person in charge of EU relations

    Data not provided by Register Secretariat due to GDPR

    Person with legal responsibility

    Data not provided by Register Secretariat due to GDPR

  • Categories

    Category

    Trade and business associations

  • Networking

    Affiliation

    EFAMA (European Fund and Asset Management Association)
    IIFA (International Investment Funds Association)
    TCUK
    IRSG

    Member organisations

    None declared

  • Financial Data

    Interests represented

    Promotes their own interests or the collective interests of their members

    Closed financial year

    Jan 2021 - Dec 2021

    Lobbying costs for closed financial year

    800,000€ - 899,999€

    Major contributions in closed year

    None declared

    Intermediaries for closed year

    NameAmount
    fleishmanhillard 100,000€ - 199,999€
    efama 100,000€ - 199,999€

    Intermediaries for current year

    Name
    efama
    fleishmanhillard

    Closed year Costs

    800,000€ - 899,999€

    Other financial info

    Exchange rate used: 1 GBP = 1.1900 EUR

  • EU Structures

    Groups (European Commission)

    none

    Groups (European Parliament)

    N/A

    Other activities

    The IA works to promote a legal, tax and regulatory environment which makes investment better, in the UK, Europe and internationally. Better for clients of investment managers, so they achieve their financial goals. Better for companies, so they get the capital they need to grow. Better for the economy, so the country prospers.
    In Europe we work to help the EU’s policy agenda, where the asset management industry can play a part. For example, we seek to maximise the potential for the Capital Markets Union initiatives.

  • Meetings

    Meetings

    17 meetings found. Download meetings

    The list below only covers meetings held since November 2014 with commissioners, their cabinet members or directors-general at the European Commission; other lobby meetings with lower-level staff may have taken place, but the European Commission doesn't publish information about such meetings. All information below comes from European Commission web pages.

    • Date 15 Sep 2017 Location Tallinn
      Subject CMU mid-term review, PEPP, MiFID II and sustainable finance
      Cabinet Cabinet of Vice-President Jyrki Katainen
      Portfolio Jobs, Growth, Investment and Competitiveness
      Commission
      • Marlene Madsen (Cabinet member)
    • Date 06 Apr 2017 Location Malta
      Subject CMU, non-performing loan problem, sustainable finance.
      Commission
      • Olivier Guersent (Director-General)
    • Date 30 Nov 2016 Location Brussels
      Subject Financial services agenda
      Cabinet Cabinet of President Jean-Claude Juncker
      Portfolio President
      Commission
      • Paulina Dejmek Hack (Cabinet member)
    • Date 10 Oct 2016 Location Brussels
      Subject CMU
      Cabinet Cabinet of Vice-President Jyrki Katainen
      Portfolio Jobs, Growth, Investment and Competitiveness
      Commission
      • Marlene Madsen (Cabinet member)
    • Date 06 Jun 2016 Location Brussels
      Subject CRD IV review for investment firms
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Commission
      • Mette Toftdal Grolleman (Cabinet member)
    • Date 18 Apr 2016 Location London
      Subject Capital Markets Union
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Commission
      • Jonathan Hill (Commissioner)
    • Date 01 Mar 2016 Location Brussels
      Subject Capital Markets Union
      Cabinet Cabinet of President Jean-Claude Juncker
      Portfolio President
      Commission
      • Paulina Dejmek Hack (Cabinet member)
    • Date 19 Jan 2016 Location Brussels
      Subject OECD- BEPS
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Commission
      • Jan Ceyssens (Cabinet member)
    • Date 01 Oct 2015 Location Brussels
      Subject Financial Services Policy
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Commission
      • Denzil Davidson (Cabinet member)
      Other Lobbyists
    • Date 26 Aug 2015 Location Brussels, Belgium
      Subject CCP recovery and resolution
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Commission
      • Jack Schickler (Cabinet member)
    • Date 26 Jun 2015 Location Brussels
      Subject Markets in Financial Instruments Directive II
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Commission
      • Lee Foulger (Cabinet member)
    • Date 20 May 2015 Location Brussels
      Subject Markets in Financial Instruments Directive II/MIFIR
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Commission
      • Lee Foulger (Cabinet member)
    • Date 08 May 2015 Location London
      Subject Financial Services Policy
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Commission
      • Jonathan Hill (Commissioner)
      Other Lobbyists
    • Date 08 May 2015 Location London
      Subject Asset management/Capital Markets Union
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Commission
      • Jonathan Hill (Commissioner)
    • Date 25 Feb 2015 Location Brussels
      Subject Resolution of central counterparties (CCPs)
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Commission
      • Lee Foulger (Cabinet member)
    • Date 23 Feb 2015 Location Brussels, Belgium
      Subject Capital Markets Union, transparency of disclosure and consumer protection
      Cabinet Cabinet of Commissioner Věra Jourová
      Portfolio Justice, Consumers and Gender Equality
      Commission
      • Eduard Hulicius (Cabinet member)
    • Date 02 Dec 2014 Location Brussels- European Commission
      Subject European consumer protection in the field of investor disclosure
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Commission
      • Jan Ceyssens (Cabinet member)
      Other Lobbyists
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