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CMI unisex rates for statutory money purchase illustrations

Author:
Continuous Mortality Investigation
Publication date:
05 April 2013
File:
Microsoft Excel file icon 416.5 KB
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Document description

The CMI has produced a set of unisex rates that are intended to assist:

  • Actuaries undertaking Transfer Value Analysis in accordance with COBS 19.1 of the FSA Sourcebook;
  • Actuaries preparing projections for Key Features Illustrations in accordance with COBS 13 Annex 2 of the FSA sourcebook; and
  • Actuaries producing Statutory Money Purchase Illustrations with an illustration date on or after 6 April 2013 in accordance with the FRC’s Actuarial Standard Technical Memorandum TM1.

The file has been mended for the shift to the Financial Conduct Authority (FCA).