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 (June 2022)

• Data submissions to the CMI Assurances investigation (June 2022); and 

• Data submissions to the CMI Income Protection investigation (June 2022)

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 2024.

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.)