The CMI’s research is reliant on the data we receive from life insurers and actuarial consultancies; we are very grateful to the organisations that submit data

Data requirements

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

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 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.

Related documents

Contact Details

If you have any questions about the CMI please email