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 (April 2021)
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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TPR Climate Change Guidance Consultation
17 August 2021
Louise Pryor, IFoA President, will chair this free-to-view session, in which Alex Darsley, TPR, Actuarial Regulatory Policy, will be discussing the regulator’s Climate Change Guidance Consultation, which is seeking views on new guidance designed to help trustees meet tougher standards of governance in relation to climate change ri -
September 2021 - Exam Preparation Techniques Webinar
23 August 2021.
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Internal audit is often the Cinderella of the audit world. It’s a regulatory requirement for insurance companies to have an internal audit function, so why not make it as useful as possible? This session will look at how to link an internal audit plan to the risk register, and how that helps audit committees and boards to spot problems and fix them. -
Climate change is one of the greatest risks facing our world today. Addressing it will require multi-faceted solutions. Through this panel session, we will explore the different levers that can be used to meet net-zero targets including climate science and data, government engagement, and mobilising green finance.
Louise Pryor, IFoA President, will chair this free-to-view session, in which Alex Darsley, TPR, Actuarial Regulatory Policy, will be discussing the regulator’s 
Internal audit is often the Cinderella of the audit world. It’s a regulatory requirement for insurance companies to have an internal audit function, so why not make it as useful as possible? This session will look at how to link an internal audit plan to the risk register, and how that helps audit committees and boards to spot problems and fix them.
Climate change is one of the greatest risks facing our world today. Addressing it will require multi-faceted solutions. Through this panel session, we will explore the different levers that can be used to meet net-zero targets including climate science and data, government engagement, and mobilising green finance.