- We currently accept data in a flexible format for the annuities and assurances 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)
- We also accept individual income protection data in a flexible format; please email email@example.com and we can assist you in submitting data.
- 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 firstname.lastname@example.org 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 email@example.com 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.
If you have any questions about the CMI please email