CMI data

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 (Apr 2018) and Data submissions to the CMI Assurances investigation (Apr 2018) and Data submission to the CMI Income Protection investigation (Apr 2018)
• The SAPS Coding Guide (Apr 2018) 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

In particular the latest versions of these documents have been amended to reflect the implementation of the General Data Protection Regulation (GDPR) in May. A letter sent to data contributors in April 2018 outlining the rationale for these changes is available here

To a large extent, the CMI's analyses and results are based on earlier sets of data requirements. The CMI is generally happy to continue to accept data submissions from existing contributors using earlier coding guides. Please email info@cmilimited.co.uk for more details.

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 25 May 2018. These Terms and Conditions have been amended to reflect the implementation of the General Data Protection Regulation (GDPR) in May. 

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.

Find out more about the purposes for which this information is used and the conditions under which the CMI may make data available for research purposes.