Data requirements
We currently accept data in a flexible format for the annuities, assurances and income protection investigations. This is described in these short documents:
- Data submissions to the CMI Annuities investigation (March 2019)
- Data submissions to the CMI Income Protection investigation (March 2019)
The SAPS Coding Guide (February 2019) applies to actuarial consultancies and others contributing data to the self-administered pension scheme mortality investigation.
Data requirements for each of the investigations are regularly reviewed and updated.
CMI postcode mapping tool
The “CMI postcode mapping tool”, enables data contributors to provide non-personal indicators of socio-economic status. These indicators are being sought for the Annuities, Assurances, Income Protection and SAPS investigations. Information about its construction and use can be found in the CMI postcode mapping tool user guide.
The tool is provided in a zipped folder but is nonetheless a very large file; if you have any issues accessing the file, please email info@cmilimited.co.uk.
Download the mapping tool (for Authorised Users only).
Terms and conditions for data submission
Read the Terms and Conditions under which CMI Limited accepts and processes data submissions; these apply to data submitted on or after 1 March 2021.
Additional details of how CMI processes and handles the data it receives are set out in our Data Handling Protocols, which are available to all organisations that contribute data to the CMI, or are considering doing so. Please email info@cmilimited.co.uk if you would like to receive a copy of the Data Handling Protocols.
Uses of data
The CMI collects information from insurance companies and pension consultancies in order to carry out research into the mortality and morbidity experience of various classes of insured lives, annuitants and pensioners.
GDPR changes
In May 2018, we revised our data handling practices to reflect the implementation of the General Data Protection Regulation (GDPR). A document summarising the changes, and explaining the rationale underlying them is available to download. (Note that this document describes the first version of the “CMI postcode mapping tool”: this has subsequently been updated.)
Contact Details
If you have any questions about the CMI please email
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Events calendar
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ARC Webinar Series 2021 - Use of Primary Health Care Records Data in Actuarial Research
Webinar9 March 2021
As part of the ARC Webinar Series 2021, this webinar will review the work of the UEA/Aviva research team over the last four years on a major research programme funded by the IFoA’s Actuarial Research Centre. -
Implications of Climate Change for Life Insurer's Risk Modelling and Strategic Asset Allocation
12 March 2021
Climate change poses a significant threat across many regions and sectors, and businesses. Insurers and asset managers, must play a role in ensuring transparency around climate related risks and opportunities. -
Whilst insurers have been performing stress and scenario testing for many years, in the last 12 months the PRA has increased its focus on the ability to identify, measure and increase financial and operational resilience.
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Finance in the Public Interest Series
16 March 2021 - 23 March 2021
There is widening debate that many of our social, financial and regulatory institutions need to be rethought so that we can create more sustainable futures, particularly in light of the Covid-19 pandemic, the policy/macro-economic response to the pandemic and how it affects consumers, as well as the impending climate crisis. This multi-day series of three keynote webinars, individually presented by leading economist John Kay, Sir Paul Collier, Professor of Economics and Public Policy at the Blavatnik School of Government, Ashok Gupta, Chair at Mercer Ltd, and Nico Aspinall, Chief Investment Officer at B&CE, will open up discussion on these essential topics. The series will culminate in a panel session with Chief Economist of the Bank of England, Andy Haldane.
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The price is righter
16 March 2021This webinar provides an overview of the state of the UK protection market, and how different insurers are using different levels of sophistication to price (such as using customer demand models). It considers how insurers have implemented these sophisticated pricing techniques, and the practical challenges they have faced. -
This discussion will revolve around the latest industry developments including and introduction to Part VII transfers and Schemes of Arrangement (process, parties involved and recent events), insights and lessons from recent with-profits transactions and restructurings (including Equitable Life and Pru-Rothesay), how firms can apply these learnings to future arrangements, and the outlook for future with-profits transactions and restructurings (including the impacts of Covid-19 and Brexit)
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The role of stewardship in creating long term value
25 March 2021
What is stewardship and how has the landscape changed under the 2020 UK Stewardship Code? How does effective stewardship create long term value for beneficiaries and what roles do asset owners and asset managers play in active stewardship. This webinar will offer answers to these questions in a practical approach to stewardship reporting. -
Dr Catherine Donnelly will present the basics of the structures for pooling longevity risks and summarise recent research results in this area in addition to outlinging future research around this topic. This is work under a research programme funded by the IFoA's Actuarial Research Centre, called 'Minimizing longevity and investment risk while optimising future pension plans'.
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Mis-estimation risk is a key element of demographic risk, and past work has focused on mis-estimation risk on a run-off basis. However, this does not meet the requirements of regulatory regimes like Solvency II, which demands that capital requirements are set through the prism of a finite horizon like one year. This paper presents a value-at-risk approach to mis-estimation risk suitable for Solvency II work.
As part of the ARC Webinar Series 2021, this webinar will review the work of the UEA/Aviva research team over the last four years on a major research programme funded by the IFoA’s Actuarial Research Centre.
Climate change poses a significant threat across many regions and sectors, and businesses. Insurers and asset managers, must play a role in ensuring transparency around climate related risks and opportunities.
What is stewardship and how has the landscape changed under the 2020 UK Stewardship Code? How does effective stewardship create long term value for beneficiaries and what roles do asset owners and asset managers play in active stewardship. This webinar will offer answers to these questions in a practical approach to stewardship reporting.