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 firstname.lastname@example.org.
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 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.
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.)
If you have any questions about the CMI please email
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