CMI data

Data requirements

• 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 ip@cmilimited.co.uk 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 these documents were amended to reflect the implementation of the General Data Protection Regulation (GDPR) in May 2018. A document summarising the changes, and explaining the rationale underlying them is available to download.

This document also describes the first version of the “CMI postcode mapping tool”, which enables data contributors to provide non-personal indicators of socio-economic status. These indicators are now being sought for the Annuities, Assurances, Income Protection and SAPS investigations.

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 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 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.