Meetings held between HMT and financial market participants 06/2023-12/2023

Dear HM Treasury,

Under the Freedom of Information Act 2000, I am requesting documents that contain the following information in relation to the below meetings:

• A full list of attendees, including full names and titles as well as who the attendee represents
• A copy of the meeting agenda
• Meeting notes/minutes taken during the meeting, as well as any briefing notes and papers and summary documents

05/06/2023 - Joanna Penn, Aviva Investors (Meeting to discuss green finance)
20/07/2023 - Andrew Griffith, Investment Association, Rothschilds, BAE Systems, Babcock International Group, QuinetiQ (ESG in Defence roundtable)

I also request any documents for meetings between HMT and financial market participants between 06/2023-12/2023 regarding sustainability, transition financing, and sustainable finance regulation (e.g. MiFID, Solvency II, UK SDR, UK Green Taxonomy). I have attached a list of potentially relevant meetings; I am aware this is a long list of meetings due to the general nature of the meeting descriptions, so if it is more convenient, could you provide me with a copy of the agenda for each meeting which would allow me to better identify relevant ones?

Jeremy Hunt:

10/10/2023 - Goldman Sachs
11/10/2023 - NatWest
18/10/2023 - Confederation of British Industry (CBI)
25/10/2023 - City of London; Legal & General; Pensions and Lifetime Savings Association; Smart Pension; Scottish Widows; Association of British Insurers; Aon; National Employment Savings Trust; Phoenix; Ernst & Young; Aegon; M&G; Aviva; Mercer.
01/11/2023 - British Chambers of Commerce (BCC)
22/11/2023 - British Chambers of Commerce
06/12/2023 - M&G
13/12/2023 - Legal & General
06/07/2023 - JP Morgan
06/07/2023 - Morgan Stanley
05/09/2023 - JP Morgan
19/04/2023 - The Investment Association
19/04/2023 - BlackRock
26/04/2023 - Barclays
26/04/2023 - Standard Chartered Bank
16/05/2023 - Goldman Sachs
06/06/2023 - NatWest; HSBC; Lloyds Banking Group; Morgan Stanley; M&G; Bank of America; Schroders.
25/05/2023 - L&G; Phoenix; Aviva; NEST; Royal London; Smart Pension; PLSA; M&G; GSK.
14/06/2023 - Aviva
23/06/2023 - NatWest
26/06/2023 - Citigroup
28/06/2023 - L&G; Phoenix; Aviva; NEST; Smart Pension; PLSA; M&G; GSK; Aegon; Scottish Widows.

Andrew Griffith:
19/10/2023 - Standard Chartered Bank
25/10/2023 - BNP Paribas
13/07/2023 - JP Morgan
20/07/2023 - Investment Association, PIMFA, ABI, TISA, AIC, FCA
02/08/2023 - UK Finance
18/08/2023 - Natwest
26/09/2023 - Schroders
17/04/2023 - UBS, BlackRock, Investment Association, Nest, Royal London Asset Management, Vanguard, Schrodes, ShareAction, Artemis, M&G Asset Management, Fidelity International, Columbia Threadneedle, Legal & General, Baillie Gifford, JP Morgan
03/05/2023 - BlackRock
25/05/2023 - AFME
12/06/2023 - Vanguard
21/06/2023 British Venture Capital and Private Equity Association  (BVCA), The Investment Association, Association of Investment Compnaies, Smart Pensions, Association of British Insurers, Pensions and Lifetime Savings Association, Association of Professional Pension Trustees, Association of Pension Lawyers, The Society of Pension professionals, The Investing and Saving Alliance

Bim Afolami:
30/11/2023 - Phoenix
06/12/2023 - Natwest
06/12/2023 - Morgan Stanley
07/12/2023 - ABI
12/12/2023 -The Investment Association

Joanna Penn:
05/09/2023 - Aviva
25/05/2023 - TheCityUK
26/05/2023 - UK Finance
27/06/2023 - Brunswick Group

Yours faithfully,

Tazu Walden
1 Temple Avenue
London