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 (March 2019)
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 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.
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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What are the advantages of using artificial intelligence (AI) in investing? What are the differences between traditional quant and AI? This new webinar discusses challenges and the future of AI in the investment sector.
Delivered by the IFRS 17 Contractual Service Margin working party.
The Certified Actuarial Analyst (CAA) qualification has rapidly established itself as adding real value, to insurers and consultancies, and to the clients of consultancies, around the World. CAAs work alongside actuaries and actuarial students, as well as other financial services professionals, in an increasingly broad range of roles and fields.
This session is a repeat of the one earlier today at 09:30
Many individuals and institutions have a long-term focus, and invest funds for the benefit of future generations. Their strategy should reflect their long horizon. University endowments are one of the oldest classes of institutional investor, and I will present the first study of the management of these endowments over the very long term.
This year's GIRO has been re-designed as a virtual conference to offer members and non-members the opportunity to get up to date content from leading experts in the general insurance field via online webinars. All sessions will be recorded and made available to purchase and re-watch post-event on the IFoA's GI Online Learning Resource area.
This year's Life Conference has been re-designed as a virtual conference to offer members and non-members the opportunity to get up to date content from leading experts in the life insurance field via online webinars. All sessions will be recorded and made available to purchase and re-watch post-event on the IFoA's website.
This webinar will provide an update on the emerging thinking around future regulation of DB schemes:
The webinar will discuss the challenges and opportunities schemes face in evaluating end game options, choosing a target state and understanding the impact this strategic decision could have on member outcomes long after the “end state” is reached. Adolfo, Kevin and Rhian bring over 60 years of experience in the industry and a variety of perspectives as scheme actuary, covenant adviser, trustee, de-risking adviser and insurer.
Cash-flow driven investing is a game-changer for DB pension funds navigating their end-game. Suitable for sponsors who want to reduce risks on their balance sheets. And for trustees, it shifts the focus to providing greater certainty of returns, managing funding level volatility and ensuring they have enough income to pay cash-flow requirements.
The talk will provide an understanding of the priorities and relationships between deficit reduction contributions, in the context of wider scheme funding, and different types of value outflow from the employer based on the working party’s recently published report.