The CMI’s research is reliant on the data we receive from life insurers and actuarial consultancies; we are very grateful to the organisations that submit 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:

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.

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.

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

info@cmilimited.co.uk

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Events calendar

  • Spaces available

    Over recent months there has been a sharp rise in M&A activity involving British businesses, with interest from overseas, domestic buyers and Private Equity investors.  

  • Spaces available

    Frank Redington is recognised as one of the most influential actuaries of all time. In this talk, Craig will review some of Redington's most important ideas. He will identify the consistent actuarial principles that form a common thread across the contributions Redington made to a broad range of actuarial fields, and will highlight the ongoing relevance of Redington's thinking to 21st century actuarial practice.

  • Spaces available

    The IFoA Mental Health working party look back over their week of blogs and podcasts considering all aspects of the relationship between mental health and life insurance. The expert panel spans adviser, underwriter and actuarial experience and they  explore triggers for purchasing insurance relating to mental health, the various routes to insurance and how these may be more suited to different people depending on their conditions and preferences, the products and processes involved in purchasing these as well as what claims and support are available to policyholders and how to access them.

  • Spaces available

    Part of the 'Finance in the Public Interest 2022' webinar series. If it was ever okay to consider your business in isolation from its surroundings, today it most definitely is not. Thinking about business within its surrounding system is now a necessity. The question we seek to discuss is: How should we prescribe the boundaries in which we consider problems to enable us to create better products and more resilient companies and systems?

  • Spaces available

    What will happen to DC pension savers who see life annuities as poor VFM but still want an income for life?  Pooled annuity funds could offer them a decent lifetime income while reducing significantly the complex choices and risk inherent in income drawdown.  They could be the next generation of CDC pension schemes, slotting into the existing DC framework as a post-retirement option.